The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Arch
New York-headquartered Arch, an AI-powered platform for administering, monitoring and unlocking insights on private markets portfolios, has surpassed $500 billion in private market assets on its platform, with assets currently totaling $539 billion, having doubled over the past year. Alongside this, Arch is announcing previously-undisclosed investors from its $52 million Series B, including MUFG Innovation Partners, Franklin Templeton and Anton Levy, founder of Layer Global.

The new investors complement Arch's existing Series B backers, Oak HC/FT, Menlo Ventures, Craft Ventures and Quiet Capital, bringing additional strategic depth and institutional credibility to the platform, the firm said in a statement.

Arch provides infrastructure for private markets, supporting major banks, investment advisors, accounting firms, family offices and institutional allocators as they manage increasingly complex private investment portfolios. Arch brings documents, data and workflows together to create information and decision-ready insights. The firm said it is building on this foundation to give investors greater visibility, reduce risk and make private markets easier to understand, manage and act on.

“Private markets have increasingly become an essential component of investor portfolios, but turning the data behind those investments into actionable intelligence remains an outdated and manually intensive process. Crossing $500 billion in assets on our platform is a reflection of how many of the industry's most sophisticated allocators are turning to Arch to solve that problem,” said Ryan Eisenman, co-founder and CEO of Arch. “MUFG Innovation Partners, Franklin Templeton and Anton Levy give us partners with the scale, expertise and institutional relationships to match the appetite for better diligence and insights these investments require.”

Capital from this round will support product development, data and AI infrastructure, and go-to-market expansion as Arch deepens its platform for the full alternative investment lifecycle. This includes building out CIO tools, enhancing Arch’s client portal and strengthening the automated pipelines and data integrity that transform fragmented private markets data into intelligence investors can use.

Lincoln Property Company, HF Capital, SGF Capital
Lincoln Property Company has formed a $400 million discretionary real estate investment program backed by commitments from affiliates of HF Capital and SGF Capital, two US-based single-family offices. The program will pursue real estate opportunities across Lincoln's national platform.

HF Capital invests on behalf of the Haslam family, founders of Pilot Travel Centers, while SGF Capital manages the investments of Autry C Stephens, founder of Endeavor Energy Resources. Both are structured as long-term, discretionary commitments rather than deal-by-deal joint ventures.

The commitments add to a broader trend of SFOs allocating directly to real estate operating platforms, seeking closer alignment with managers and more control over strategy than co-mingled fund structures typically offer. Family offices have increasingly sought this kind of direct exposure as they build out in-house real estate allocations alongside traditional private equity and public market holdings.

Lincoln, based in Dallas, is one of the largest private real estate firms in the US, with a combined management and leasing portfolio of more than 720 million square feet covering office, multifamily, life science, retail, industrial, data centers and other asset types in the US, UK and Europe. The firm said it has raised more than $2 billion in equity across its investment platform this year, part of a push to expand its investment management business alongside its traditional operating and leasing services.

Wellford Tabor, head of direct investments for HF Capital, said the firm has known Lincoln's principals for years. Tabor cited the Haslam family's work with Lincoln as a development partner on the new Cleveland Browns stadium and associated mixed-use development in Cleveland.

JLL Securities advised Lincoln on arranging the partnership. The deal follows a pattern of real estate operators seeking permanent or long-duration capital from family offices as an alternative to institutional fund vehicles, which typically carry fixed investment horizons and fee structures.