Overview

A little about Migration Asset Management & what we are looking for: We run an asset management firm that focuses primarily on alternative investments that do not trade publicly, and are generally not offered by established players in the asset management business.

We are interested in buying an RIA with AUM of $100 million to $2 billion.
We are flexible with respect to geographic location within the 48 contiguous states.
We intend to offer attractive alternative investment options for interested investors.

We've got capital and would self-finance a deal. I'm confident we could put something very attractive together for you.

The founders of Migration are unique:

Founded by Bo Parfet, who is President and CEO. Highlights of Bo’s background:

Accomplished mountain climber and author (www. boparfet. com). - Google Bo Parfet!

Active in philanthropy (https://www. denaliventurephilanthropy. com).

Successful entrepreneur. Created one of the 500 fastest growing companies at the time of operations.

I’m a Principal at Bo’s firm, and a long-time friend and investor. I am a CPA, CFA, and ABV, and am helping to champion this process.
We can provide more information as we move along if there is mutual interest.

Last Activity
6 months or more

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