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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Brooklyn Heights Farm Residences is designing four residences in the Hudson Valley...
Brooklyn Heights Farm Residences is designing f...
Stone Bancshares, Inc. (the âCompanyâ which may also be referred to in this of...
Stone Bancshares, Inc. (the âCompanyâ which...
Chemung Financial Corporation is a $1.7 billion financial services holding company...
Chemung Financial Corporation is a $1.7 billion...
The Partnerships overall strategy is to purchase performing notes secured by real ...
The Partnerships overall strategy is to purchas...
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