A Daily Network publication

other

AssetMark

CONCORD, CA

CRD: 109018

In network coverage since September 17, 2026 · 16+ stories

$91.8BRegulatory AUMSEC Form ADV · Oct 17

859EmployeesForm ADV

5Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Oct 19, 26Fund launchCalamos Aksia · StepStone — coverage

Sep 27, 26Fund launchFidelity Investments · Adhesion Wealth — coverage

Sep 27, 26Fund launchFidelity Investments · Adhesion Wealth — coverage

Sep 27, 26Fund launch — coverage

Sep 22, 26Fund launchCalamos Investments · Stepstone — coverage

Network coverage

the_wrap

AssetMark adds two private equity interval funds, lifting shelf to six

The platform's interval-fund menu now spans private credit, real estate, infrastructure and private equity.

portfolio · Oct 2055ip expands RIA UMA lineup with J.P. Morgan, BlackRock models

portfolio · Oct 20AssetMark adds two private equity interval funds, taking shelf to six

distribution · Oct 20AssetMark adds Calamos Aksia and StepStone private equity interval funds

practice · Oct 6Envestnet's Vestmark deal promises advisors no forced platform migrations

Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

Moves · Oct 3Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

portfolio · Sep 28Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap

The Close · Sep 28DTCC invests in iCapital; Adhesion waives platform and tax fees

Deals & PE · Sep 28Goldman announces a Lynq and tZERO deal tied to a $100 billion money fund

RIA · Sep 28Adhesion Wealth adds Fidelity research to custom RIA models, waiving platform and tax fees

The Close · Sep 23The cash spread is what the selloff repriced

practice · Sep 23Consolidation stalls on the calendar and the calculator, not the client

RIA · Sep 23AssetMark adds private equity; the on-ramp is the product

The Close · Sep 19The talent war moved up the org chart

practice · Sep 17Advisors want client time; AI is buying back emails

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.