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.
We are a leading global provider of outsourced asset management, investment proces...
We are a leading global provider of outsourced ...
Grupo Financiero Banorte (GFNorte), is a leading financial institution in Mexico a...
Grupo Financiero Banorte (GFNorte), is a leadin...
Capital City Bank Group, Inc. (NASDAQ: CCBG) is one of the largest publicly traded...
Capital City Bank Group, Inc. (NASDAQ: CCBG) is...
Rand Capital (NASDAQ: RAND) provides investors the ability to participate in ventu...
Rand Capital (NASDAQ: RAND) provides investors ...
Join the National Investor Network and get the latest information with your interests in mind.