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.
Liquidity Services (NASDAQ: LQDT) works with clients to ensure surplus is intellig...
Liquidity Services (NASDAQ: LQDT) works with cl...
Established in 1999 and going public on October 15, 2004 (NASDAQ: JRJC), China Fin...
Established in 1999 and going public on October...
Our mission is to provide technology solutions to achieve an accelerated mass mark...
Our mission is to provide technology solutions ...
At 81-c, we created a solution to contribute to the global challenge of financial ...
At 81-c, we created a solution to contribute to...
Join the National Investor Network and get the latest information with your interests in mind.