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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Grupo Financiero Banorte (GFNorte), is a leading financial institution in Mexico a...
Grupo Financiero Banorte (GFNorte), is a leadin...
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SENMIAO TECHNOLOGY LIMITED ("SENMIAO TECHNOLOGY...
Allianz SE, through subsidiaries, offers insurance and financial services. The Com...
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We seek to invest primarily in middle-market companies that have annual revenues o...
We seek to invest primarily in middle-market co...
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