September 2026

Sixth Street to Buy Upgrade Loans with Financing from Goldman

Goldman will buy loans from fintech platform and then resell them to Sixth Street trust

Sep 28 • Miles Weiss

2

JPMorgan to Finance Coatue’s Latest Growth Fund

Morgan Stanley provided the subscription credit lines for earlier vintages of the growth strategy

Sep 18 • Miles Weiss

Von Mueffling’s Cantillon Redeems Billions to Operate as a Family Office

Cantillon terminates SEC registration and will only manage money for von Mueffling’s family and key employees

Sep 16 • Miles Weiss

2

Coatue Changes Method for Allocating Private Company Shares

Philippe Laffont’s firm makes switch as it ramps up Coatue Innovative Strategies Fund for small investors

Sep 4 • Miles Weiss

1

August 2026

MUFG Replaces UBS as Lender for a Mass Affluent Fund

Schonfeld beta-one vehicle borrows against fund stake and Blackstone adds first hedge fund for the affluent to credit line

Aug 26 • Miles Weiss

Goldman's Petershill Unit Gets Subline from Societe Generale

Starwood Capital and AJ Capital Partners arrange credit line for Field & Stream feeder fund

Aug 18 • Miles Weiss

NAB Finances BlackRock’s $30 Billion AI Infrastructure Push

National Australia Bank supplies subscription credit line for AIP fund group

Aug 7 • Miles Weiss

July 2026

Goldman's New Portable Alpha Fund Turns to SocGen for Financing

Stone Pont BDC gets $210 million credit line from JPMorgan

Jul 31 • Miles Weiss

Lexington Partners Gears up Borrowing for Next Secondary Fund

KKR & Co. lands financing for Asian Fund V and Obsidian Creek Capital adds leverage to film receivables fund

Jul 24 • Miles Weiss

ADV Notes: ExodusPoint’s Hiring Surge, Rokos CLO Business Finally Underway, Ex-Baupost Partner Starts AI Fund

Iron Partners folds and Archiv Capital starts up

Jul 16 • Miles Weiss

1

Kushner's Affinity Takes Stake in Multibillion-Dollar Power Project Extolled by Trump

Affinity backs plan to convert Pennsylvania's largest coal-fired plant into 3,200 acre data center campus fueled with natural gas

Jul 13 • Miles Weiss