Asset Management News

RESTON, Va.--(BUSINESS WIRE)--Comstock Holding Companies, Inc. (Nasdaq: CHCI) (“Comstock” or the "Company"), a leading asset manager, developer, and operator of mixed-use and transit-oriented properties in the Washington, D.C. region, today announced that members of its executive leadership team will participate in the 38th Annual ROTH Conference being held March 22-24 at The Ritz-Carlton, Laguna Niguel in Dana Point, Ca. The Roth Conference is an invitation-only event hosted by Roth Capital Pa...

BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) plans to announce its first-quarter 2026 financial results on Friday, April 17, 2026 at approximately 7:30 a.m. ET. A conference call to review the firm’s financial results will be held at 11:00 a.m. ET. The conference call will be accessible via audio webcast on State Street’s Investor Relations website, http://investors.statestreet.com, or by telephone at (+1) 805 309 0220 (Participant Passcode: 68683#). Materials will be available...

NEW YORK--(BUSINESS WIRE)--EOS Investors (“EOS”), the real estate investment firm founded in 2017 by Jonathan Wang, has held a first close of approximately $150 million of commitments on its inaugural hotel credit strategy. The strategy will focus on senior whole loans, mezzanine financing and structured debt opportunities in the hospitality sector. EOS Credit Partners is led by Christopher Jordan, a real estate banking veteran who joined the firm after more than 30 years at Wells Fargo where h...

NEW YORK--(BUSINESS WIRE)--JPMorganChase today announced a new initiative to help athletes navigate every aspect of their financial lives, from early career stages through retirement. Building on the firm’s extensive banking and wealth planning and management expertise, the JPMorganChase Athlete Council brings together some of the world’s most accomplished sports figures who will meet with JPMorganChase leaders on a periodic basis to discuss the unique financial needs of athletes and guide the...

DALLAS & NEW YORK & LONDON & TOKYO--(BUSINESS WIRE)--Lone Star Funds (“Lone Star”) today announced the final close of its latest residential mortgage fund, Lone Star Residential Mortgage Fund IV, L.P. (“LSRMF IV” or the “fund”). Total capital committed to the fund is in excess of $1 billion, providing LSRMF IV with the ability to invest in over $10 billion of mortgage loans. LSRMF IV will leverage Lone Star’s extensive origination, financing and investment experience to programmatically invest...

ROEBUCK, S.C.--(BUSINESS WIRE)--Zulma Petty, a seasoned financial advisor with over eight years of experience, has announced the launch of her independent practice, Anchor Pointe Financial Planning. The new firm, based in the Spartanburg area, reflects Petty’s commitment to providing comprehensive, client-centered financial guidance with the flexibility that independent practice offers. Petty built a successful practice during her tenure at Edward Jones, earning the trust of clients across the...

BETHESDA, Md.--(BUSINESS WIRE)--Edgemoor Investment Advisors, Inc. is pleased to announce that the mutual fund it manages, the Meehan Focus Fund – MEFOX (the Fund), won the 2026 LSEG Lipper Fund Award for the “Best Fund over 5 years” among all Large Cap Core funds. The Meehan Focus Fund ranked number 1 out of 152 funds in the Large Cap Core category for the five-year period ending November 30, 2025, based on risk-adjusted returns. The Fund’s 2025 calendar year return was 21.1%, net of fees. The...

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Datalign Advisory today announced it is opening its agentic AI platform to advisory firms across the industry. Unlike platforms that focus AI capabilities inward — streamlining advisor workflows and back-office operations — Datalign's agents are designed to be accessible to clients: supporting advisor-client relationships and delivering the firm's expertise, methodology, and branded experience in every interaction. The offering allows firms of any size to buil...

BALA CYNWYD, Pa.--(BUSINESS WIRE)--City Line Capital today announced that it has exceeded 20 million rentable square feet of ownership across 32 U.S. States....

TORONTO--(BUSINESS WIRE)--Northern Trust added more than CAD$90 billion in assets under custody from Canadian asset owners in 2025....