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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026The Morning Brief →Sign in
asset manager

Castlelake

MINNEAPOLIS, MN
CRD: 145165
In PWD coverage since September 29, 2026 · 6 stories
$35.3BRegulatory AUMSEC Form ADV · Oct 3
251EmployeesForm ADV
PWD coverage
the_wrap

Oaktree closes $2bn asset-backed fund as four managers still report zero sold

Oxford Finance raised $368m in five loans averaging above $70m, and Fidelity closed a $451m real estate debt fund.
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
Deals & PE · Sep 29Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M
Deals & PE · Sep 29Declaration Partners and Canyon file zero-sold Form Ds as Anthropic SPV sells out
the_wrap · Sep 29New York Life takes majority stake in $20bn Invictus as M&G prices €457m CLO
Filings · Sep 29Canyon and Castlelake file Form D for new private credit funds, no sales reported
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