Capital Investment Management 13F Filed April 10 Capital Investment Management filed Form 13F on Apr 10, 2026 reporting holdings as of Mar 31; managers with $100M+ in 13(f) securities must file within 45 days (SEC).

Capital Investment Management 13F Filed April 10: Capital Investment Management filed Form 13F on Apr 10, 2026 reporting holdings as of Mar 31; managers with $100M+ in 13(f) securities must file within… 👈 Read full analysis #CapitalInvestment #InvestmentManagement #Form13F #FinancialReporting #SEC

Cassilly Financial Group 13F Reveals Portfolio Filing Cassilly Financial filed a Form 13F on Apr 10, 2026 for the quarter ended Mar 31; SEC rules require 13F filers to report within 45 days and apply to managers with $100M+ in 13(f) securities.

Cassilly Financial Group 13F Reveals Portfolio Filing: Cassilly Financial filed a Form 13F on Apr 10, 2026 for the quarter ended Mar 31; SEC rules require 13F filers to report within 45 days and… 👈 Read full analysis #CassillyFinancialGroup #13F #PortfolioFiling #InvestmentManagement #SECRegulations

Overbrook 13F Filed April 9, 2026 Overbrook filed Form 13F on Apr 9, 2026, nine days after the Mar 31 quarter-end; 13F filings are required for managers with $100m+ in Section 13(f) securities (SEC 17 CFR 240.13f-1).

Overbrook 13F Filed April 9, 2026: Overbrook filed Form 13F on Apr 9, 2026, nine days after the Mar 31 quarter-end; 13F filings are required for managers with $100m+ in Section 13(f) securities (SEC 17 CFR… 👈 Read full analysis #Overbrook #13Ffilings #SEC #InvestmentManagement #FinanceNews

West Financial Advisors Files 13F on Apr 8, 2026 West Financial Advisors filed a Form 13F on Apr 8, 2026 reporting positions as of Mar 31, 2026; 13F rules apply to managers with $100M+ AUM and must be filed within 45 days.

West Financial Advisors Files 13F on Apr 8, 2026: West Financial Advisors filed a Form 13F on Apr 8, 2026 reporting positions as of Mar 31, 2026; 13F rules apply to managers with $100M+ AUM and… 👈 Read full analysis #FinancialAdvisors #InvestmentManagement #13FFilings #WestFinancial #AssetManagement

InvesTrust Files Form 13F on Apr 7, 2026 InvesTrust filed Form 13F on Apr 7, 2026; SEC requires managers with >$100M to report within 45 days — review quarter-end exposures and potential sector tilts now.

InvesTrust Files Form 13F on Apr 7, 2026: InvesTrust filed Form 13F on Apr 7, 2026; SEC requires managers with >$100M to report within 45 days — review quarter-end exposures and potential sector… 👈 Read full analysis #InvesTrust #Form13F #SECReporting #InvestmentManagement #FinancialRegulations

On March 27, 2026, the SEC issued a notice of intent to issue an order that would adjust for inflation the dollar amount thresholds to be a “qualified client” in Rule 205-3 under the Investment Advisers Act of 1940.

View our full alert here: https://bit.ly/4miL274

#InvestmentManagement

Confluence Investment 13F Filed Apr 1, 2026 Confluence filed Form 13F on Apr 1, 2026 reporting holdings as of Mar 31, 2026; 13F rule applies to managers with $100M+ AUM and a 45-day filing deadline.

Confluence Investment 13F Filed Apr 1, 2026: Confluence filed Form 13F on Apr 1, 2026 reporting holdings as of Mar 31, 2026; 13F rule applies to managers with $100M+ AUM and a 45-day filing… 👈 Read full analysis #ConfluenceInvestment #13F #InvestmentManagement #FinanceNews #InvestmentStrategy

When a “fixer” role lives in finance, expect pressure and pace—not soft landings. #InvestmentManagement #WorkCulture #Hiring

This week’s episode is on YouTube, Spotify, Apple Podcasts, or your favourite podcast app : buff.ly/AsPbbbB

Steward raises $5M to automate AML compliance Steward, an AI compliance platform managing $100B in assets, has raised $5M to automate KYC and AML processes for investment firms.

Steward raises $5M to automate AML compliance for the $100B investment management market #Technology #Business #FinTech hashtag 1: #FinancialTechnology 2: #InvestmentManagement 3: #Compliance

thenextweb.com/news/steward-ai-5m-aml-c...

Morningstar’s 2025 year‑in‑review has landed to the now all-too-familiar round of hand-wringing over the “death” of sustainable investment.

future.portfolio-adviser.com/clearing-the...

#PAFuture #Sustainability #InvestmentManagement

Addepar Launches Addison: The New AI Experience for Enhanced Investment Workflows Addepar's new AI feature, Addison, enhances investment management by providing actionable insights and streamlining complex workflows in finance.

Addepar Launches Addison: The New AI Experience for Enhanced Investment Workflows #USA #AI #New_York #InvestmentManagement #Addepar

Fixed Income Assets Management Market Size, Share Report 2035 Fixed Income Assets Management Market is predicted to reach USD 68565.64 Billion, at a CAGR of 12.10% by 2035, Global Fixed Income Assets Management Industry Growth by Asset Class, Investment Style, I...

Fixed Income Assets Management Market Trends Analysis, Sales Revenue, Competitive Landscape and Market Expansion Strategies 2035
www.marketresearchfuture.com/reports/fixe...

#FixedIncomeAssetsManagementMarket #AssetManagement #InvestmentManagement #FinancialServices

Senate rules committee advances two State Investment Council nominees to full Senate The Senate Rules Committee voted to advance Mary Patricia Roman and John Bingaman to the full New Mexico Senate for confirmation. Both nominees described experience managing large portfolios; the committee recorded an 8‑0 voice approval for Roman and a 9‑0 recorded vote for Bingaman to reach the floor.

The New Mexico Senate Rules Committee has advanced two powerhouse nominees for the State Investment Council, promising a future of growth and integrity in managing the state’s $70 billion sovereign wealth fund.

Learn more here!

#NM #CitizenPortal #InvestmentManagement #EconomicGrowth

Akin was a lead partner at the Financial Times Future of Asset Management Middle East conference in Dubai this week.

Find out more on sovereign & government investor capabilities here: https://bit.ly/3ZS6w0l

#InvestmentManagement

Akin is proud to be lead partner at the Financial Times Future of Asset Management Middle East conference in Dubai this week.

See the agenda here: https://bit.ly/4raojf6

#InvestmentManagement

Fixed Income Assets Management Market Size, Share Report 2035 Fixed Income Assets Management Market is predicted to reach USD 68565.64 Billion, at a CAGR of 12.10% by 2035, Global Fixed Income Assets Management Industry Growth by Asset Class, Investment Style, I...

Fixed Income Assets Management Market Trends Analysis, Sales Revenue, Competitive Landscape and Market Expansion Strategies 2035
www.marketresearchfuture.com/reports/fixe...

#FixedIncomeAssetsManagement #AssetManagement #FixedIncome #InvestmentManagement

What Is CRM for Real Estate Investors? Features, Benefits & Use Cases

#CRMforRealEstateInvestors #RealEstateInvestorCRM #CRMfeatures #CRMbenefits #InvestorUseCases #DealManagement #LeadManagement #PortfolioTracking #RealEstateTechnology #InvestmentManagement

Akin investment management partner Max Karpel authors an article for Bloomberg Law on the key capabilities lawyers need when advising hedge fund managers in current market conditions.

Read more of Max’s insights here: https://bit.ly/4a3bJZ4

#InvestmentManagement

Beginning March 1, the California Fair Investment Practices by Venture Capital Companies Act.
Our team is available to advise on this new and complex obligation.

🔗Read the full client alert for key details and considerations: https://bit.ly/4rr9eFK


#InvestmentManagement

In a significant decision for the investment funds industry, the Fifth Circuit has officially rejected the IRS’s “passive investor” test for the limited partner self-employment tax exception.

Read the analysis from Akin's tax team here: https://bit.ly/4afeiac

#InvestmentManagement

$CNS Q4 Results: 2.9% Revenue Growth to $143.8M, EPS in Line with Estimates
Cohen & Steers meets Wall Street expectations despite margin compression
#CNS #InvestmentManagement #EarningsReport

http://zip1.io/Kq6Arn

Emerging Manager Minute In this inaugural installment of the Akin Emerging Manager Minute, partners Max Karpel and Ira Kustin provide a quick overview of one of the hottest trends in the Emerging Hedge Fund Manager space—the...

In this installment of the Akin Emerging Manager Minute, partners Max Karpel and Ira Kustin discuss the importance of thoughtfully structuring hedge fund management companies.

Watch the full video: bit.ly/43OOO0u

#InvestmentManagement

Family Offices Industry Market Emerging Market Trends Reshaping Industries in 2026 www.marketresearchfuture.com/reports/fami...
#FamilyOffice #PrivateWealth #InvestmentManagement #UHNW #WealthStrategy

Masters in Finance programs provide in-depth knowledge of financial theory, quantitative analysis, and practical applications.

Read More : - tinyurl.com/2vxs7kv2

#MastersInFinance
#FinanceCareers
#TopFinancePrograms
#InvestmentManagement
#FinanceEducation
#CareerSuccess

Consistent with the ongoing trend towards deregulation of the investment management industry in the United States, the Commodity Futures Trading Commission (CFTC).

Read more in our recent alert: https://bit.ly/3YH8gIU

#InvestmentManagement

Emerging Manager Minute In this inaugural installment of the Akin Emerging Manager Minute, partners Max Karpel and Ira Kustin provide a quick overview of one of the hottest trends in the Emerging Hedge Fund Manager space—the...

In this installment of the Akin Emerging Manager Minute, partners Max Karpel and Ira Kustin delve into the essential legal considerations for hedge fund managers raising capital.

Watch the full video series in the alert: bit.ly/43OOO0u

#InvestmentManagement

On December 3, 2025, the SEC announced that it was providing a second temporary exemption from compliance with Rule 13f-2, the short sale reporting rule, and related Form SHO and Rule 10c-1a.

Read more: https://bit.ly/48Dm3oy

#InvestmentManagement

Wealth Management Software Development For Financial Firms Explore Wealth Management Software Development – its types, benefits, development process, and costs for financial firms seeking smarter investment software.

What’s keeping your wealth management business from going digital? Read how financial firms can benefit from building the right wealth management platform:
www.excellentwebworld.com/wealth-manag...
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#wealthmanagement #fintechsolutions #investmentmanagement #excellentwebworld

Akin investment management partner Ann Tadajweski speaks with Private Funds CFO about the expanded role of private equity firm CFOs as strategic operations leaders, and how CFOs are now hired, supported and succeeded.

Check out the full piece here: https://bit.ly/47XPnao

#InvestmentManagement