Key Takeaways
- • Cantor Fitzgerald announced the successful first closing of its acquisition of the UBS O'Connor alternative investment platform, per a Business Wire release dated December 31, 2025.
- • Two O'Connor hedge fund investment strategies transferred to Cantor Fitzgerald Asset Management (CFAM) at the first close.
- • Further funds and assets will transfer in phases through Q1 2026, subject to regulatory and investor approvals.
- • The definitive agreement to acquire O'Connor was first announced on May 28, 2025.
- • CFAM manages approximately $16.8 billion in assets across mutual funds, ETFs, interval funds, separately managed accounts, non-traded REITs and other private vehicles.
Summary
Cantor Fitzgerald has completed the first closing of its acquisition of the O'Connor alternative investment platform from UBS, according to a company announcement distributed via Business Wire. As part of the first closing, two O'Connor hedge fund investment strategies were transferred to Cantor Fitzgerald Asset Management (CFAM), the firm's asset management arm.
The remaining funds and assets are scheduled to transfer in phases through the first quarter of 2026. Each phase remains subject to regulatory and investor approvals. CFAM and UBS Asset Management have stated they will work closely together to provide a seamless transition for clients and fund investors. The definitive agreement to acquire O'Connor was originally announced on May 28, 2025.
Bill Ferri, Head of Cantor Fitzgerald Asset Management, said the acquisition of O'Connor's hedge fund and alternative investment capabilities strengthens CFAM's investment platform and its ability to deliver differentiated solutions to clients. He also welcomed the incoming O'Connor personnel to Cantor Fitzgerald.
The announcement does not disclose the purchase price or the AUM of the transferred strategies. Cantor Fitzgerald describes itself as a global financial services and real estate services holding company with approximately 14,000 employees. CFAM's platform currently totals roughly $16.8 billion in assets under management across a range of retail and institutional vehicles, including mutual funds, interval funds, ETFs, separately managed accounts, non-traded REITs, opportunity zone funds and 1031 and 721 exchange vehicles.
The remaining funds and assets are scheduled to transfer in phases through the first quarter of 2026. Each phase remains subject to regulatory and investor approvals. CFAM and UBS Asset Management have stated they will work closely together to provide a seamless transition for clients and fund investors. The definitive agreement to acquire O'Connor was originally announced on May 28, 2025.
Bill Ferri, Head of Cantor Fitzgerald Asset Management, said the acquisition of O'Connor's hedge fund and alternative investment capabilities strengthens CFAM's investment platform and its ability to deliver differentiated solutions to clients. He also welcomed the incoming O'Connor personnel to Cantor Fitzgerald.
The announcement does not disclose the purchase price or the AUM of the transferred strategies. Cantor Fitzgerald describes itself as a global financial services and real estate services holding company with approximately 14,000 employees. CFAM's platform currently totals roughly $16.8 billion in assets under management across a range of retail and institutional vehicles, including mutual funds, interval funds, ETFs, separately managed accounts, non-traded REITs, opportunity zone funds and 1031 and 721 exchange vehicles.
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