P10 and Bonaccord Capital Partners Team with CAIS to Expand Wealth Channel Access to GP Stakes Solutions
MWN-AI** Summary
P10, Inc. (NYSE: PX) and Bonaccord Capital Partners have announced a partnership with CAIS, an alternative investment platform aimed at enhancing access to GP stakes solutions for financial advisors. This collaboration is particularly significant as it aligns with the increasing demand for alternative investments, evidenced by a recent CAIS-Mercer survey showing that 90% of financial advisors are currently investing in alternatives and 88% plan to increase their allocations over the next two years.
Luke Sarsfield, Chairman and CEO of P10, expressed enthusiasm about reaching a broader audience through this partnership, emphasizing the importance of GP stakes as an integral part of diversified client portfolios. Bonaccord, known for its focus on providing growth capital and strategic backing to mid-market private market sponsors across various sectors, will enhance the offerings available on CAIS’ platform, which serves over 2,000 wealth management firms and around 62,000 financial advisors.
Brad Walker, President of CAIS, noted that advisors are increasingly recognizing GP stakes as a valuable strategy to enhance diversification and gain exposure to the economics of established fund managers. Historically, these investment opportunities have been largely reserved for institutional investors, but they are now being embraced by advisors as part of well-constructed client portfolios.
P10 operates as a leading private markets solutions provider and manages over $40 billion in assets, focusing on access-constrained strategies in the middle and lower-middle market. Bonaccord's strategic approach includes leveraging institutional capabilities to support transformative initiatives for private market sponsors. The partnership with CAIS aims to broaden the reach of GP stakes investments, offering advisors and their clients new pathways to alternative investment strategies.
MWN-AI** Analysis
In light of the recent collaboration between P10, Bonaccord Capital Partners, and CAIS, financial advisors should take note of the evolving investment landscape, particularly concerning GP stakes. The partnership aims to broaden access to these investments, especially within the expanding middle-market segment, reflecting a strategic alignment with the increasing demand for alternative assets among wealth management professionals.
Given that a striking 90% of financial advisors are currently allocating to alternatives, and 88% plan to enhance these allocations over the next two years, P10 and Bonaccord's integration with CAIS presents a timely opportunity. This venture provides enhanced access to GP stakes, historically reserved for institutional investors, enabling financial advisors to offer their clients diversified portfolios and exposure to the performance of proven managers.
P10's robust portfolio, boasting over $40 billion in assets under management, signifies a strong backing for advisors contemplating expansion into GP stakes investments. The company’s focus on access-constrained strategies in private equity, credit, and venture capital ideally positions it to cater to a market eager for differentiated investment opportunities that promise compelling risk-adjusted returns.
Financial advisors should consider shifting their portfolio strategies to incorporate GP stakes, especially given their proven resilience and potential for considerable gains. The strategic support from Bonaccord, along with CAIS’s established platform, enhances the viability of these investments, fostering confidence among advisors and their clients.
In conclusion, the collaboration signals a significant shift in market access, enhancing the ability for advisors to diversify their offerings while tapping into the lucrative middle-market investment space. Advisors are encouraged to explore these opportunities soon, as they align with the industry's trajectory toward increased alternative allocations.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
DALLAS, Jan. 29, 2026 (GLOBE NEWSWIRE) -- P10, Inc. (NYSE: PX), (“P10” or the “Company”), and Bonaccord Capital Partners (“Bonaccord”), today announced a new collaboration with CAIS, the leading alternative investment platform for financial advisors. Bonaccord is a private equity firm focused on providing growth capital and strategic support to middle-market private markets sponsors, and this collaboration with CAIS provides advisors with expanded access to GP stakes solutions.
“We’re excited to bring P10’s middle-market expertise to a broader audience of financial advisors and their clients,” said Luke Sarsfield, P10 Chairman and Chief Executive Officer. “This collaboration represents an important step in broadening our reach and supporting advisors as they incorporate GP stakes into their clients’ portfolios.”
Bonaccord will join the CAIS platform, which serves over 2,000 wealth management firms and 62,000 financial advisors. The collaboration comes amid surging demand for alternative investments among financial advisors – a recent CAIS-Mercer survey revealed that nine in 10 financial advisors (90%) are currently allocating to alternatives, and 88% of advisors plan to increase their allocations to alternatives over the next two years.
“As financial advisors continue to deepen their use of private markets, we’re seeing growing interest in GP stakes as a differentiated way to enhance diversification and gain exposure to the economics of established managers,” said Brad Walker, President of CAIS. “Historically dominated by institutions, GP stakes are increasingly considered by advisors as part of thoughtfully constructed client portfolios, and we’re excited to expand access to this strategy through the addition of a leading middle-market GP stakes investor.”
About P10
P10 (NYSE: PX) is a leading private markets solutions provider with over $40 billion in assets under management as of September 30, 2025. P10 invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. P10’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit www.p10alts.com.
About Bonaccord Capital Partners
Bonaccord Capital Partners ("Bonaccord") is a private equity business focused on providing growth capital and strategic support to exceptional mid-market private markets sponsors spanning private equity, private credit, and real estate and real assets. By leveraging its strategic relationships, institutional capabilities, and strategic development expertise, Bonaccord seeks to support transformative initiatives and portfolio objectives that help its partner sponsors reach their potential and establish enduring institutions. Bonaccord is a part of P10, Inc. (NYSE: PX), a leading private markets solutions provider with over $40 billion in assets under management as of September 30, 2025. P10 invests across Private Equity, Private Credit, and Venture Capital in access-constrained strategies, with a focus on the middle and lower-middle market. P10’s products have a global investor base and aim to deliver compelling risk-adjusted returns. For additional information, please visit bonaccordcapital.com.
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies providing financial advisors and alternative asset managers with a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 62,000 financial advisors who oversee approximately $7.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin, TX; London; and Red Bank, NJ.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
P10 Investor Contact:
info@p10alts.com
P10 Media Contact:
Josh Clarkson
Taylor Donahue
pro-p10@prosek.com
FAQ**
How does the collaboration between PInc. Class A PX and Bonaccord Capital Partners aim to enhance advisors' ability to incorporate GP stakes into their clients' portfolios?
What specific benefits does P10 Inc. Class A PX expect to derive from expanding its reach through the CAIS platform in light of the growing interest in alternative investments?
Given that 90% of financial advisors are allocating to alternatives, how does P10 Inc. Class A PX plan to position its products to meet this surging demand effectively?
Can you elaborate on how Bonaccord's focus on mid-market sponsors aligns with P10 Inc. Class A PX's investment strategy across Private Equity, Private Credit, and Venture Capital?
**MWN-AI FAQ is based on asking OpenAI questions about P10 Inc. Class A (NYSE: PX).
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