We are a newly formed limited partnership that intends to acquire majority interests and operate targeted SEC-Registered Investment Adviser firms in the United States (âRIA firmsâ). Our acquisition strategy keeps the principals of such RIA firms in place to preserve relationships and continue growing their businesses. We believe that our business addresses the succession and ownership-transition issues facing the principals of many SEC-Registered Investment Advisers. Our strategy allows the RIA firms to continue their firmâs success and preserve their unique and entrepreneurial culture and independence, while simultaneously providing opportunities for those founders and principals to liquidate value as they approach retirement age.
No articles found.
The Goldman Sachs Group, Inc. is a leading global investment banking, securities a...
The Goldman Sachs Group, Inc. is a leading glob...
Carter Bank & Trust is a state-chartered community bank in the Commonwealth of Vir...
Carter Bank & Trust is a state-chartered commun...
Our core business is providing microloans to small business owners and entrepreneu...
Our core business is providing microloans to sm...
Join the National Investor Network and get the latest information with your interests in mind.