Cantor Fitzgerald, a leading global financial services firm, today announced the successful first closing of its acquisition of the UBS O’Connor alternative investment platform, and the transfer of two O’Connor hedge fund investment strategies to Cantor Fitzgerald Asset Management (“CFAM”). Further investment funds and assets will continue to transfer in phases through Q1 2026, subject to regulatory and investor approvals.

CFAM and UBS Asset Management will continue to work closely together to provide a seamless transition for clients and fund investors. The definitive agreement to acquire O’Connor was previously announced on May 28, 2025.

"We are pleased to announce the successful first closing of the O’Connor transaction,” said Bill Ferri, Head of Cantor Fitzgerald Asset Management. “Acquiring O’Connor’s hedge fund and alternative investment capabilities strengthens CFAM’s investment platform and our ability to provide differentiated solutions to our clients. We are excited to welcome our new colleagues to Cantor Fitzgerald.”

About Cantor Fitzgerald, L.P.

Cantor Fitzgerald, with approximately 14,000 employees, is a leading global financial services and real estate services holding company and a proven and resilient leader for more than 79 years. Its diverse group of global companies provides a wide range of products and services, including investment banking, asset and investment management, capital markets, prime services, research, digital assets, data, financial and commodities brokerage, trade execution, clearing, settlement, advisory, financial technology, custodial, commercial real estate advisory and servicing, and more.

About Cantor Fitzgerald Asset Management

Cantor Fitzgerald Asset Management’s global investment platform consists of approximately $16.8 billion of assets under management across mutual funds, interval funds, exchange-traded funds, separately managed accounts, unified managed accounts, non-traded REITs, opportunity zone funds, 1031 and 721 exchange vehicles, and other private investment vehicles managed on behalf of high net worth and institutional investors. The experience and knowledge of its senior leadership and portfolio management teams combined with the financial services prowess of industry leader, Cantor Fitzgerald, enable the delivery of a platform of solutions across a comprehensive range of capabilities. For more information, visit: www.cantorassetmanagement.com.

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