Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
Profile Age
536 days old
General
Location
Weston, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
1
Avg Client Age
52
Overview

I’ve spent a lifetime managing money for the most demanding and sophisticated clients—including one of the largest US endowments and some of the most celebrated value investors. I've been a guest lecturer at Columbia Business School's legendary value investing course. I’ve been tested through the financial crisis and have a track record of consistent outperformance, low volatility, and loss limitation.

I am now looking to acquire at least $100,000,000 in assets under management. Any transaction will be structured and consummated with enormous sensitivity to your needs and those of your clients. I will be joining First Manhattan ($21 billion under management) and, if it is helpful, the senior leadership of First Manhattan will join on a call with you.

If it is an appropriate time to consider monetizing what you've spent your career building, exploratory discussions are welcomed.

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