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.
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Bryn Mawr Bank Corporation (NASDAQ: BMTC), including its principal subsidiary, The...
Bryn Mawr Bank Corporation (NASDAQ: BMTC), incl...
HSBC is one of the largest banking and financial services organisations in the wor...
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Amen Properties owns portfolio of cash-producing properties including real estate ...
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We were formed as a Delaware limited liability company on October 7, 2019 to facil...
We were formed as a Delaware limited liability ...
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