$10MM AUM | $150,000 Rev in
I established RIA in Austin, Texas following 20+ years of working at hedge fund, mutual fund and RIA firms. I am a CFA charterholder.
I am looking to accelerate the growth of my business through acquisitions and/or partnership with other firms.
I provide a high touch, service-oriented model to my clients and I am looking to work with the selling party for a period of time to entail a smooth transition for clients and advisors.
I have financing to purchase a significant practice and am open to discussing a range of deal structures to accomplish our mutual goals.