As economic uncertainty continues to tame investment expectations, the market for interval funds and tender offer funds has grown into a fierce, $133 billion industry, 1 raising over $25 billion in capital last year alone. Interval funds are an increasingly popular allocation because they solve some of the structural and regulatory limitations associated with private…

How has the amount of debt outstanding in the interval fund industry changed from March 31, 2022, to March 31, 2023? Answer: The amount of debt outstanding in the interval fund industry has increased from approximately $6.0 billion as of March 31, 2022, to $8.8 billion as of March 31, 2023, an increase of approximately…

How many interval funds reported total assets of at least $1 billion as of March 31, 2023? Answer: Sixteen funds reported assets in excess of $1 billion as of March 31, 2023, making up approximately 83.3% of the industry total. Cliffwater Corporate Lending Fund led the industry at $15.1 billion, followed by ACAP Strategic Fund…

“Delivering over $1 billion in total distributions to its shareholders over 10 years and 42 consecutive quarterly distributions is a major milestone and is validation of the structure and investment strategy of the TI+ Fund”, said Jeffrey Schwaber, CEO of Bluerock Capital Markets...

In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault's semi-annual interval fund individual performance pages.

Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue Vault Alts Angle video.

On this week's episode of the Financial Planning Podcast, Jeff Schwaber talks about unlocking the power of interval funds for...

In this video clip from the webinar, "How Do Interval Funds Choose Their Investments?", Mark Lavery (First VP, Business Development for CIM) addresses whether or not there is a typical structure for interval fund portfolios.

In this video clip from the webinar, "How Do Interval Funds Choose Their Investments?", Lucy Lu Munro (Client Portfolio Manager, Apollo) offers...