P10 and Bonaccord Capital Partners Team with CAIS to Expand Wealth Channel Access to GP Stakes Solutions

Rhea-AI Summary

P10 (NYSE: PX) and Bonaccord Capital Partners announced a collaboration with CAIS to expand wealth-channel access to GP stakes solutions for financial advisors and their clients. Bonaccord will join the CAIS platform, which serves over 2,000 wealth firms and 62,000 advisors, broadening distribution of P10’s middle-market GP stakes capabilities.

The move responds to rising advisor demand for alternatives: a CAIS-Mercer survey found 90% of advisors already allocate to alternatives and 88% plan to increase allocations over two years.

Positive

• Distribution expanded to a platform serving 62,000 financial advisors
• Bonaccord joining CAIS creates direct wealth-channel access for GP stakes
• High advisor demand: 90% allocate to alternatives; 88% plan increases

Negative

• None.

News Market Reaction – PX

+2.83%

1 alert

+2.83% News Effect

On the day this news was published, PX gained 2.83%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Wealth management firms on CAIS: over 2,000 firms Financial advisors on CAIS: 62,000 advisors Advisors allocating to alternatives: 90% +1 more

4 metrics

Wealth management firms on CAIS over 2,000 firms CAIS platform reach cited in collaboration

Financial advisors on CAIS 62,000 advisors Advisors served by CAIS platform

Advisors allocating to alternatives 90% CAIS-Mercer survey of financial advisors

Plan to increase alternatives 88% Advisors expecting to raise alternative allocations over two years

Market Reality Check

Price: $10.54 Vol: Volume 789,319 is 1.73x t...

high vol

$10.54 Last Close

Volume Volume 789,319 is 1.73x the 20-day average of 457,065, indicating elevated trading activity ahead of this collaboration news. high

Technical At $10.60, shares trade below the 200-day MA of $10.90 and about 23.85% under the 52-week high of $13.92.

Peers on Argus

PX is down about 3.37% with elevated volume, while key peers show modest mixed m...

PX is down about 3.37% with elevated volume, while key peers show modest mixed moves: GSBD -0.74%, VRTS -1.63%, DSL +0.09%, GAM -0.59%, BTT -0.04%. No peers appear in the momentum scanner and there is no same-day peer news, pointing to a stock-specific reaction.

Historical Context

5 past events · Latest: Jan 22 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 22	Earnings scheduling	Neutral	-0.3%	Set date and format for Q4 and full-year 2025 earnings release.
Jan 13	Tax credit award	Positive	-1.4%	Enhanced Community Development received $65M NMTC allocation from U.S. Treasury.
Jan 12	Corporate rebrand	Neutral	-0.4%	Announced name change to Ridgepost Capital and new ticker RPC effective Feb 11.
Jan 06	Office expansion	Positive	+0.5%	Opened Dubai office in DIFC to strengthen Middle East capabilities and client reach.
Dec 18	Workplace awards	Positive	+0.8%	RCP Advisors recognized on major best-places-to-work lists for money management.

Pattern Detected

Recent company news (office expansion, branding, awards) has generally seen small price moves, usually aligning with the positive or neutral tone, with one divergence on a clearly positive NMTC award.

Recent Company History

Over the past few months, PX has issued a series of strategic and branding updates, including a planned name and ticker change to Ridgepost Capital (effective February 11, 2026), a new Dubai office announced on January 6, 2026, and recognition for RCP Advisors as a top workplace. Enhanced Community Development also received a $65 million New Markets Tax Credit allocation. Most of these announcements produced modest, generally aligned price moves, framing today’s CAIS collaboration as part of a broader growth and positioning narrative in private markets.

Market Pulse Summary

This announcement highlights PX’s effort to broaden access to GP stakes solutions through a collabor...

Analysis

This announcement highlights PX’s effort to broaden access to GP stakes solutions through a collaboration with CAIS, which serves over 2,000 wealth management firms and 62,000 financial advisors. Survey data showing 90% of advisors already allocating to alternatives and 88% planning to increase exposure frames a supportive backdrop. In context with recent international expansion and rebranding steps, investors may watch how this partnership translates into assets, fee growth, and product penetration over time.

Key Terms

gp stakes, alternative investment platform, private equity, private markets

4 terms

gp stakes financial

"expanded access to GP stakes solutions."

GP stakes are minority ownership interests bought in the management company that runs private investment funds. For investors, this is like buying a slice of a business that collects steady service fees and a share of the profits its managers generate — it provides exposure to recurring income and long‑term upside tied to the firm’s success without directly owning the underlying investments. It also brings risks such as limited control, potential conflicts of interest, and reduced liquidity.

alternative investment platform financial

"a new collaboration with CAIS, the leading alternative investment platform"

An alternative investment platform is an online service that lets people buy, sell or manage investments outside regular stocks and bonds—things like private company shares, real estate projects, hedge funds or collectibles. Think of it as a specialized marketplace or storefront that opens access to different kinds of assets; it matters to investors because these options can boost diversification and potential returns but often come with higher risks, lower liquidity, and different fees and due diligence needs.

private equity financial

"Bonaccord is a private equity firm focused on providing growth capital"

Private equity involves investing money directly into private companies or buying out public companies to make them private, with the goal of improving their performance and increasing their value over time. For investors, it offers an opportunity to earn returns by helping companies grow or restructure, often requiring a longer-term commitment and a higher level of involvement than typical stock investments.

private markets financial

"focused on providing growth capital and strategic support to middle-market private markets sponsors"

Private markets are places where investors buy and sell ownership in companies, debt, or assets that are not listed on public stock exchanges — think direct stakes in a start-up, private company, real estate project, or loan. They matter to investors because these deals can offer higher potential returns and diversification but come with less transparency, limited ability to sell quickly, and more uncertainty, like owning a whole house versus trading shares of a real estate fund.

AI-generated analysis. Not financial advice.

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

What does the P10 (PX) collaboration with CAIS mean for financial advisors?

It opens direct access to GP stakes strategies for advisors via CAIS. According to CAIS, the platform serves over 2,000 wealth firms and 62,000 advisors, enabling broader distribution of middle-market GP stakes through established advisor channels.

How many advisors can P10 reach through the CAIS platform after the deal?

P10 gains potential reach to approximately 62,000 financial advisors on CAIS. According to CAIS, its platform serves over 2,000 wealth firms and 62,000 advisors, expanding distribution for middle-market GP stakes solutions.

What evidence of advisor demand for alternatives did P10 cite in the January 29, 2026 announcement?

The announcement referenced a CAIS-Mercer survey showing strong advisor demand for alternatives. According to CAIS, 90% of advisors currently allocate to alternatives and 88% plan to increase allocations over the next two years.

Will the P10 and Bonaccord collaboration change how advisors access GP stakes on CAIS?

Yes — Bonaccord will join the CAIS offering to expand GP stakes availability to advisors. According to P10, the collaboration aims to broaden reach and support advisors incorporating GP stakes into client portfolios.

Does the press release disclose financial terms of the P10, Bonaccord and CAIS collaboration?

No, financial or contractual terms were not disclosed in the announcement. According to P10, the collaboration focuses on distribution and platform access rather than specific transaction or pricing details.