Small family office (LA/SF/Seattle) seeking to partner with (not sell to) top adviser/ family office (>$25 million). Since 2003, we manage a microcap strategy with a thirty-year goal to achieve 3x the overall gain of Berkshire and the S&P 500 (we're halfway there!). We also have a commercial RE portfolio (CA/WA), which we would also like to grow. Let’s discuss ideas! Thanks, Andy Preikschat, CFA
8/15/19 update: I've received 40 inquiries and had 20 conversations...I'm close to finalizing a deal with RIA in ___ hasn't closed yet.