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.
Our core business is providing microloans to small business owners and entrepreneu...
Our core business is providing microloans to sm...
Sprott is a global asset manager providing investors with access to highly-differe...
Sprott is a global asset manager providing inve...
Rocket Dollar was founded in 2018 with the belief that retirement is changing. We ...
Rocket Dollar was founded in 2018 with the beli...
Newtek Business Services Corp. is an internally managed, non-diversified, closed-e...
Newtek Business Services Corp. is an internally...
Join the National Investor Network and get the latest information with your interests in mind.