Financial Performance - Patria reported IFRS Net Income attributable to shareholders of $225 million for 3Q25[23] - Distributable Earnings (DE) reached $469 million in 3Q25, a 34% increase compared to 3Q24 and a 21% increase compared to 2Q25[38] - DE per share was $030 in 3Q25, up 31% year-over-year and 22% sequentially[38] - Fee Related Earnings (FRE) totaled $495 million in 3Q25, a 22% increase compared to 3Q24[37] - Management fees amounted to $870 million in 3Q25, a 12% increase compared to 3Q24[37] Assets Under Management (AUM) - Total Assets Under Management (AUM) reached $512 billion as of quarter-end, a 15% increase from 3Q24[37] - Fee Earning AUM (FEAUM) was $388 billion, up 14% from 3Q24[37] - Net Accrued Performance Fees stood at $402 million as of September 30, 2025, or $254 per share[37] Corporate Actions and Fundraising - Patria declared a quarterly dividend of $015 per common share[37] - Total fundraising reached $15 billion in 3Q25[37] - Total deployment in drawdown funds was $751 million in 3Q25[37]

Core Insights - Arrow Global Group Limited has opened a new office in the UAE, enhancing its presence in a key financial hub and emphasizing the Middle East as a significant funding market for the firm [1][2] Company Overview - Arrow Global is a pan-European alternative asset manager specializing in credit and real estate, founded in 2005 [2] - The company operates a vertically integrated investment model across private credit and real estate, managing approximately €125 billion in assets under management (AUM) [2] - Arrow has a 20-year track record in credit and real estate investing, with over €14 billion invested in the past two decades [2] Regional Expansion - The new UAE office will be led by Hani Kabbabe, who has extensive experience in financial markets and has previously worked with sovereign wealth funds and insurance companies [2] - The office aims to serve institutional investors in the Gulf, including sovereign wealth funds, pension funds, insurance companies, and family offices, by providing access to private credit and real estate opportunities in Europe [2] Operational Model - Arrow Global operates through 25 servicing and investment platforms, applying a vertically integrated model to source, execute, and manage investments with scale and local insight [2] - The firm holds key European regulatory licenses, enhancing its operational efficiency and maximizing asset value across market cycles [2]

Core Insights - Apollo Global Management reported strong third quarter results for the period ending September 30, 2025, highlighting broad-based momentum across its business [2] - The company declared a cash dividend of $0.51 per share for its Common Stock and $0.8438 per share for its Mandatory Convertible Preferred Stock [3][4] Financial Performance - Apollo's assets under management reached approximately $908 billion as of September 30, 2025, indicating significant growth in its asset management business [8] - The company emphasized its ability to deliver excess returns for clients through innovative capital solutions and strategic growth plans [2][8] Dividends - The cash dividend for Common Stock will be paid on November 28, 2025, to shareholders of record as of November 17, 2025 [3] - The cash dividend for Mandatory Convertible Preferred Stock will be paid on January 31, 2026, to shareholders of record as of January 15, 2026 [4] Strategic Outlook - Apollo's CEO noted the company's unique positioning to capitalize on structural trends such as re-industrialization and aging populations, which are driving investor interest in private markets [2] - The company is focused on executing its strategic growth plan, with early progress reported by its global team [2]

Core Insights - Patria achieved a significant milestone with Assets under Management (AUM) surpassing US$50 billion, which is over 3.5 times higher than the AUM at the time of its IPO in 2021 [2] - The company raised over US$1.5 billion in the third quarter and US$6 billion year-to-date, indicating strong growth momentum and a trajectory to exceed its full-year fundraising target of US$6.6 billion [2] - Distributable Earnings for Q3 2025 were reported at US$46.9 million, or US$0.30 per share, reflecting a 31% increase year-over-year [3] Financial Performance - Patria reported a net income of US$22.5 million attributable to the company in Q3 2025 [3] - Fee Related Earnings (FRE) reached US$49.5 million in Q3 2025, a 22% increase from US$40.6 million in Q3 2024, with an FRE margin of 58.5% [3] - The company declared a quarterly dividend of US$0.15 per share, payable on December 12, 2025, to shareholders of record as of November 14, 2025 [4] Company Overview - Patria is a global alternative asset management firm focused on mid-market segments, with a strong presence in Latin America and Europe [6] - The firm specializes in various asset classes including Infrastructure, Credit, Real Estate, Private Equity, and Public Equities, targeting sectors such as Agribusiness, Power & Energy, and Healthcare [7] - With 37 years of experience and over US$51 billion in AUM, Patria aims to deliver attractive returns while promoting sustainable development in its operational regions [6]

Core Insights - Blackstone, the world's largest alternative asset manager, reported a 48% rise in third-quarter profit, attributed to strong gains in its credit and private equity businesses [1] Company Performance - The significant profit increase reflects the robust performance of Blackstone's credit and private equity sectors, indicating a positive trend in these areas [1]

Core Insights - GCM Grosvenor will release its third quarter 2025 results on November 5, 2025 [1] - A webcast and conference call will be held on the same day to discuss the results and provide a business update [2] Company Overview - GCM Grosvenor is a global alternative asset management solutions provider with approximately $86 billion in assets under management [3] - The firm specializes in private equity, infrastructure, real estate, credit, and absolute return investment strategies [3] - GCM Grosvenor has over 50 years of experience in alternatives and aims to deliver value for clients through a flexible investment platform [3] Team and Global Presence - The company employs around 550 professionals serving a global client base of institutional and individual investors [4] - GCM Grosvenor is headquartered in Chicago and has offices in major cities including New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney [4]

Core Insights - Starwood Capital Group has received approval to operate from the Dubai International Financial Centre (DIFC), marking a significant expansion for the firm [1] - The UAE is a vital source of capital for alternative asset managers, with sovereign wealth funds and high-net-worth investors playing a key role [2] - Dubai's property market is booming, attracting international investors and presenting opportunities for firms like Starwood Capital [3] Company Overview - Starwood Capital has a portfolio exceeding $120 billion in assets under management and employs 7,000 people across 18 global offices [4] - The firm has been increasing its investments in data centers and raised $2.8 billion for real estate debt funds in 2023 [5] - Starwood Capital's recent move to establish a base in the DIFC signifies its first entry into the Gulf region [4]

Core Viewpoint - Abacus Global Management, Inc. is set to release its third quarter 2025 financial results on November 6, 2025, after market close [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 5:00 pm Eastern Time on the same day [2] - A live webcast of the conference call will be available on the company's investor relations website [2] - The dial-in numbers for the conference call are provided for both toll-free and international participants [2] Group 2: Company Overview - Abacus Global Management specializes in alternative asset management and offers data-driven wealth solutions, technology innovations, and institutional services [3] - The company focuses on longevity-based assets and personalized financial planning, utilizing proprietary analytics and actuarial expertise [3] - Abacus aims to deliver innovative solutions that optimize financial outcomes for both individuals and institutions globally [3]

Core Points - GCM Grosvenor has announced an Investor Day scheduled for October 15, 2025, at 8:00 a.m. ET, with a presentation available on their website [1] - The senior management team, including the CEO, President, and CFO, will discuss the firm's long-term strategy, key business drivers, investment initiatives, and financial outlook [2] - The event will be held both virtually and in person, with in-person attendance being invitation-only and requiring advance registration [3] - GCM Grosvenor will increase its quarterly cash dividend from $0.11 to $0.12 per share, amounting to an annualized dividend of $0.48, starting in the fourth quarter of 2025 [4] - GCM Grosvenor manages approximately $86 billion in assets across various investment strategies, including private equity, infrastructure, real estate, credit, and absolute return [5]

Core Viewpoint - Brookfield has proposed to acquire the remaining 26% interest in Oaktree, aiming to strengthen its credit management platform and enhance long-term value for investors [1][2]. Transaction Overview - The total consideration for the acquisition is approximately $3 billion, with Brookfield Asset Management Ltd. (BAM) and Brookfield Corporation (BN) funding about $1.6 billion and $1.4 billion respectively [7][8]. - Oaktree common equity holders can choose to receive cash, shares of BAM, or shares of BN, with lock-up periods of two years and five years for BAM and BN shares respectively [4][5]. Strategic Implications - The acquisition is expected to enhance BAM's fee-related earnings, which were approximately $2.8 billion over the last twelve months, and bolster BN's distributable earnings through increased participation in net carried interest from Oaktree funds [4][6]. - The transaction will solidify the U.S. as BAM's largest market, managing over $550 billion in assets, with more than 50% of BAM's employees and revenue generated in the U.S. post-acquisition [6][8]. Leadership and Management - Key figures from Oaktree, including Howard Marks and Bruce Karsh, will maintain senior roles within Brookfield, ensuring continuity in leadership and strategic direction [3][4]. Future Outlook - The transaction is anticipated to close in the first quarter of 2026, subject to regulatory approvals, and is expected to be accretive to both BAM and BN [5][6].