$5MM AUM | $50,000 GDC in Bryn Mawr, PA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Bryn Mawr, PA, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
5
Avg Client Age
70
Overview

I am an experienced portfolio manager with extensive exposure to alternatives and traditional investments. I am looking to either acquire or join a firm where I will become the majority shareholder through time. I am looking to potentially work under and with the selling party for a period of time to entail a smooth transition that benefits clients in the long term.

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