Fund Intelligence

Managers of insurance-dedicated funds

Every manager with an insurance-dedicated fund in our database, with its PPLI.com Manager Rating. Each manager file lists its funds and its regulatory record.

Ranking

Managers by PPLI.com Manager Rating

97 managers are rated in the Q4 2026 edition and 74 more are in preparation. Within each group, managers are listed from the strongest file down. Assets are the regulatory assets each manager reports in its Form ADV.

Five stars

6 managers

Ares Management LLC2 fundsUSD 458.82 billion General Atlantic Service Company, L.P.2 fundsUSD 125.26 billion Hamilton Lane3 fundsUSD 141.83 billion Golub CapitalGC Advisors LLC5 fundsUSD 177.85 billion GoldenTree Asset Management LP1 fundUSD 70.14 billion Cerberus Capital Management, L.P.1 fundUSD 92.50 billion

Four stars

24 managers

Wellington Management Company LLP1 fundUSD 1.43 trillion CAPTRUST3 fundsUSD 1.24 trillion Neuberger BermanNB Alternatives Advisers LLC17 fundsUSD 160.24 billion Crescent Capital Group LP1 fundUSD 49.71 billion Third Point LLC1 fundUSD 28.73 billion Apollo Capital Management, L.P.10 fundsUSD 718.48 billion Morgan StanleyMS Capital Partners Adviser Inc.3 fundsUSD 38.76 billion Blue Owl Real Estate Capital LLC1 fundUSD 67.88 billion Oaktree Capital Management, L.P.2 fundsUSD 183.29 billion Hudson Bay Capital Management LP1 fundUSD 40.71 billion Partners Group (USA) Inc.5 fundsUSD 29.12 billion Shenkman Capital Management, Inc.2 fundsUSD 36.54 billion Asia Alternatives Management LLC1 fundUSD 13.24 billion Brown Advisory1 fundUSD 7.57 billion Magnitude Capital, LLC1 fundUSD 10.57 billion Gerber/Taylor Management LLC1 fundUSD 11.42 billion Alkeon Capital Management, LLC1 fundUSD 25.29 billion Ironwood Capital Management Corp.1 fundUSD 8.23 billion Heron View Partners LLC1 fundUSD 2.67 billion Blue Owl Credit Private Fund Advisors LLC1 fundUSD 46.06 billion Clarion Partners1 fundUSD 73.68 billion Western Asset Management Company2 fundsUSD 184.99 billion Partners Capital Investment Group, LLP1 fundUSD 50.51 billion SCS Capital Management LLC3 fundsUSD 48.65 billion

Three stars

46 managers

Titan Advisors, LLC1 fundUSD 1.53 billion Luxor Capital Group, LP3 fundsUSD 5.04 billion Boothbay Fund Management2 fundsUSD 17.99 billion MidOcean Credit Partners1 fundUSD 8.46 billion Mount Lucas Management LP1 fundUSD 1.30 billion Blue Owl GPSC Advisors LLC1 fundUSD 94.65 billion CarlyleThe Carlyle Group3 fundsUSD 283.81 billion KKRKohlberg Kravis Roberts & Co. L.P.8 fundsUSD 399.90 billion CF Private Equity, Inc.1 fundUSD 17.53 billion MGG Investment Group LP1 fundUSD 7.59 billion Solus Alternative Asset Management LP1 fundUSD 3.19 billion Clearlake Capital Group, L.P.1 fundUSD 83.56 billion Tolleson Private Wealth Management1 fundUSD 9.26 billion CAZ Investments L.P.1 fundUSD 10.83 billion Clarion Capital Partners, LLC1 fundUSD 1.89 billion PPC Enterprises LLC1 fundUSD 2.32 billion Allen Investment Management, LLC1 fundUSD 16.91 billion Evercore Wealth Management, LLC1 fundUSD 15.52 billion A&M Capital1 fundUSD 7.20 billion Arena Investors, LP1 fundUSD 2.99 billion PIMCOPacific Investment Management Company LLC1 fundUSD 3.67 trillion Angel Oak Capital Advisors, LLC1 fundUSD 11.49 billion J.P. Morgan Investment Management Inc.9 fundsUSD 3.52 trillion Gresham Investment Management LLC1 fundUSD 8.55 billion BMO Family Office, LLC2 fundsUSD 9.99 billion Sagard Private Equity Solutions1 fundUSD 9.41 billion KORE Advisors LP1 fundUSD 1.24 billion Hunter Point Capital LP2 fundsUSD 7.81 billion ICG Investments Inc.1 fundUSD 49.69 billion Pennington Partners & Co., LLC1 fundUSD 5.09 billion Aldrich Wealth LP1 fundUSD 7.62 billion Audax Management Company (NY), LLC (Audax Private Debt)1 fundUSD 25.70 billion Monroe Capital Management Advisors LLC1 fundUSD 18.56 billion Forester Capital, L.L.C.1 fundUSD 1.07 billion Sound Point Capital Management, LP1 fundUSD 36.98 billion AEA Enterprise Partners Management LP1 fundUSD 3.48 billion Blue Owl Insurance Solutions1 fundUSD 25.84 billion BentallGreenOak Strategic Capital Partners3 fundsUSD 3.51 billion One Rock Capital1 fundUSD 9.70 billion Main Management, LLC1 fundUSD 1.90 billion Harvest Fund Advisors LLC1 fundUSD 8.12 billion Obra Capital Management, LLC2 fundsUSD 5.75 billion Bowie Capital Management, LLC1 fundUSD 2.81 billion CVC Secondary Partners (U.S.), LLC1 fundUSD 22.19 billion ROC360 Advisors LLC2 fundsUSD 1.45 billion Vector Capital Management, L.P.1 fundUSD 3.75 billion

Two stars

21 managers

Blackstone ISG-II Advisors L.L.C.3 fundsUSD 8.01 billion Apogem Capital LLC3 fundsUSD 43.82 billion Proficio Capital Partners LLC1 fundUSD 8.17 billion PPC1 fundUSD 7.21 billion Yukon Partners Management, L.L.C.1 fundUSD 1.75 billion Kintegral Advisory, LLC1 fundUSD 2.14 billion Vernal Point Advisors, LLC1 fundUSD 3.94 billion AB Private Credit Investors LLC1 fundUSD 11.36 billion Rand Advisors, LLC1 fundUSD 139.0 million A.W. Jones1 fundUSD 667.0 million Revere Capital Management LP1 fundUSD 139.0 million Brookfield Asset Management PIC BMG, LLC3 fundsUSD 912.0 million Spring Lake Asset Management, Inc.1 fundUSD 1.47 billion M FinancialM Holdings Securities, Inc.1 fundUSD 3.21 billion Kaleidoscope Capital1 fundUSD 706.0 million Rock Harbor Partners LLC1 fundUSD 2.67 billion 801 West Capital Management, LLC1 fundUSD 516.0 million Galaxy Investment Management, LLC1 fundUSD 324.0 million Altes Capital, LLC2 fundsUSD 3.19 billion Coller Private Market Secondaries Advisors, LLC1 fundUSD 1.85 billion Provenio Capital1 fundUSD 1.63 billion

Important. Editorial opinion of PPLI.com on the date shown; not a credit rating, not a forecast of returns and not investment advice. About the rating

Page ManagersChecked 4 November 2026Published 4 November 2026

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