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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
asset manager

PGIM

NEWARK, NJ
CRD: 105676
In PWD coverage since August 17, 2026 · 16+ stories
$1.1TRegulatory AUMSEC Form ADV · Aug 21
1,990EmployeesForm ADV
3Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Yaqub Ahmed
Aug 18 · from Franklin Templeton Inc.
Departures
None tracked.
Deal recordFull tracker →
Aug 19, 26Deal announcedGreenSkycoverage
Aug 19, 26Deal closedCapodagli Property Companycoverage
Jun 30, 26Deal announcedDeerpath Capital
PWD coverage
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Retirement managed accounts shift to adviser-controlled rails

Vanguard opens custom models to outside platforms, Pontera reaches held-away 401(k)s without custody, and SEI clears the back office with AI. The adviser's desktop is becoming the point of assembly for retirement capital.
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