Financial Services Industry Practice

Citrin Cooperman’s forthcoming 2027 U.S. Asset Management Survey Report draws on insights from more than 300 asset managers across private equity, private credit, venture capital, and hedge funds. Explore timely benchmarks on capital formation, liquidity strategies, fund innovation, and AI adoption.

Key Findings:

• Private wealth is becoming essential. 62% cite high-net-worth individuals as a current capital source, and 55% are targeting them for future fundraising.
• Fundraising is moving beyond traditional channels. More than 70% are raising or pursuing capital from strategic, retail, retirement-plan, and sovereign wealth investors.
• Exit pressure is expected to persist. Nearly 8 in 10 respondents facing delays expect conditions to remain steady or worsen over the next year.
• New structures are gaining traction. 45% plan to offer evergreen funds, followed by GP-staking funds at 39% and secondary funds at 37%.
• AI is delivering early value. 71% of firms using AI report positive ROI, though data security and privacy remain key barriers.