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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We are a leading global provider of outsourced asset management, investment proces...
We are a leading global provider of outsourced ...
Bloomberg is the leader in global business and financial information. They give in...
Bloomberg is the leader in global business and ...
Coastal Banking Company, Inc. is organized under the laws of the State of South Ca...
Coastal Banking Company, Inc. is organized unde...
We were formed as a Delaware limited liability company on January 22, 2020 to faci...
We were formed as a Delaware limited liability ...
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