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.
AIA Group Limited and its subsidiaries comprise the largest independent publicly l...
AIA Group Limited and its subsidiaries comprise...
Gift Jeenie is a shopping marketplace & cash-back loyalty platform, powered by Blo...
Gift Jeenie is a shopping marketplace & cash-ba...
Amigo Holdings PLC is a United Kingdom-based guarantor loan company that provides ...
Amigo Holdings PLC is a United Kingdom-based gu...
Formed in 1988, Dynex Capital, Inc. is an internally managed mortgage real estate ...
Formed in 1988, Dynex Capital, Inc. is an inter...
Join the National Investor Network and get the latest information with your interests in mind.