Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
558 days old
General
Location
Westport, CT, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$40.00
Gross Revenue
$300,000.00
# of Accounts
45
Avg Client Age
50
Overview

We are value investors with a 25 year track record. We are a General Partner to an investment partnership (hedge fund) and we are a registered investment advisor managing accounts on a discretionary basis.

We are looking to partner with a similarly-minded firm/individual RIA - preferably one adept at 1) managing the day-to-day operations 2) marketing and 3) raising capital / making introductions.

We envision this firm/individual retaining revenues from their existing clients, reducing their existing overhead via shared expenses and owning a share of any new business generated.

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