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Cash Flowing into Private Investments
Matt Ober
August 05, 2025
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The floodgates of retail money is coming. Lots of potential winners..
After reading the latest from Josh Brown, it has me thinking more about the opportunities within private equity.
Money is flowing into private investments, whether it’s from $KKR ( ▼ 2.59% ) or $CG ( ▼ 1.62% ) or it’s coming from $BX ( ▼ 1.75% ) & $GS ( ▼ 2.21% ). These firms are front & center offering funds that are getting to the masses, and there are lots of platforms that are making this easier and easier for wealth managers, whether they use iCapital or Opto.
“It’s been reported that retail-focused private equity funds have seen an increase in subscriptions (allocations) of 3X over the course of 2023 and 2024. Funds like KKR’s DPLF (Direct Private Lending Fund) and Carlyle’s Global Credit Income Fund saw subscription growth triple year-over-year. That’s retail money coming in, much of which is being directed by the financial advice community.”
The money will continue to flow for years to come, and with the potential of 401K’s opening up to private investments per Trump’s initiatives, we could see a windfall of assets coming into play. Do we need more retail and unsophisticated money in alternative investments and PE? Maybe not, but the fees that will be generated by these large fund managers will be massive.
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