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

XA Investments

CHICAGO, IL
CRD: 284005
In PWD coverage since August 18, 2026 · 7 stories
$866MRegulatory AUMSEC Form ADV · Aug 21
15EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Aug 12, 26Deal closedEvanston Multi-Alpha Fund — coverage
PWD coverage
the_wrap

SEC proposal would give semi-liquid funds one national shelf

The rule would end state-by-state blue-sky review and make shelf placement the center of interval and tender-offer fund distribution.
the_wrap · Aug 21First-time sponsors flood a $233 billion shelf
the_wrap · Aug 20Semi-liquid capital rotates from BDC exits into hard assets
the_wrap · Aug 20Semi-liquid funds add $61B in 2025 as sponsors pile in
Allocators · Aug 18Specialty evergreen structures are outgrowing interval-fund staples
vehicles · Aug 18XA projects specialty structures to grow more than 20% a year
sponsors · Aug 18Evanston Multi-Alpha converts to interval fund under XA Investments
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