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Monday, October 5, 2026The Morning Brief →Sign in
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Gridline

ATLANTA, GA
CRD: 317336
In PWD coverage since August 14, 2026 · 3 stories
$332MRegulatory AUMSEC Form ADV · Oct 3
24EmployeesForm ADV
Regulatory AUM · Aug 16 – Oct 3
PWD coverage
portfolio

Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap

Cerulli found 57% of asset managers now prioritize broader access to semiliquid and illiquid alternatives, up 17 points from last year.
portfolio · Aug 19CAIS doubles to $2 billion, and the cap table becomes diligence
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
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