New Fund Structures and Investor Types Bring New Challenges
Citrin Cooperman's third annual Asset Management Survey Report, based on responses from more than 300 U.S. asset managers, finds that more than 70% are already raising or actively pursuing capital from each of four key non-traditional sources: strategic and corporate investors, retail and mass-affluent investors, defined-contribution plans, and sovereign wealth funds.
The report addresses the tax, compliance, and operational hurdles that stem from these new sources. And as liquidity pressures mount, it examines fundraising strategies, exit expectations, and AI adoption across private equity, private credit, venture capital, and hedge funds.
