$17MM AUM | $100,000 GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Los Angeles, CA, US
Listing Type
Seller | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
9
Avg Client Age
40
Overview

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.

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