Corient agreed in August to add Summit Trail Advisors, a New York firm for the very rich. SEC records now show 20 of its advisors, four co-founders among them, moving to Corient on October 15. No price was disclosed, and DFX found no closing announcement.
Captrust names six advisors joining with the Hoge-Barrett Group, and SEC records show all six leaving Truist Advisory Services. A Florida group of six made the same move in April.
The stated amounts total $890 million. Since July 9, 2026, the first meeting in DFX's records, MainePERS has voted 3 other commitments, $625 million: Brookfield Super-Core Infrastructure Partners ($300 million), WhiteHawk V Onshore Fund ($250 million), and GTCR Fund XV ($75 million).
A Form D shows the Eclipse-led Series D placed with 15 investors by August, more than twice the size of February's round. Oxide says it is profitable and will spend the money on components and manufacturing.
What changed this week
DFX calculation
DFX calculationPrivate equity deals announced: 35 in the week of October 5, 2026, down 23% on the prior eight-week average of 46.
The channel totals show the familiar drift out of the wirehouses. Inside them, DFX's records show a second contest: 448 moves between wirehouses that the totals do not count, with J.P. Morgan the only wirehouse among the largest net gainers and Merrill its largest source.
Twelve US pension boards voted 37 private-fund commitments in six months. One plan, MainePERS, cast 40% of the dollars, all of it as ceilings, and its own later tables cut or recast three votes. Counted at those sizes, credit, not infrastructure, is the largest strategy.
Form Ds filed October 14 put Fund XIII at $518.5 million after a September 30 first sale, nearly all of it through two feeder funds. Fund XII started at $613.8 million and closed at $1.44 billion. J.P. Morgan has not announced Fund XIII or a target.
The merger filing shows how the deal is paid for: $2.87 billion of equity from CD&R and McKesson and up to $3.15 billion of committed bank loans, against about $5.95 billion of uses.
DFX calculation. The round is larger than 30% of the 593 other venture rounds with a stated amount that DFX recorded from announcements in the past six months.Method: Percentile of the announced amount among announced rounds with an amount, occurred in the last 180 days, one per announcement, this round excluded. Fund raises, fund closes, credit facilities and securitisations are left out of the set.Source: DFX venture round announcements
DFX calculation. The round is larger than 97% of the 593 other venture rounds with a stated amount that DFX recorded from announcements in the past six months.Method: Percentile of the announced amount among announced rounds with an amount, occurred in the last 180 days, one per announcement, this round excluded. Fund raises, fund closes, credit facilities and securitisations are left out of the set.Source: DFX venture round announcements
DFX calculation. Private equity deals announced: 35 in the week of October 5, 2026, down 23% on the prior eight-week average of 46.Method: Distinct announcement documents per week naming a private equity buyer, seller or platform; one document filed under two event types counts once. The last complete week against the mean of the eight before it.Source: Press release wires and private equity firm news pages, read by DFX