$5MM AUM | $100,000 Rev in
Small recently established firm looking to purchase another to grow assets and expand. Open to relocating and operating in multiple states. Principal is a CFA charterholder with over twenty years' experience with both direct and manager selection investing in public and private credit & equity, real estate, and real assets. Experience includes working at a family office (all asset classes - both direct and manager selection), investment managers overseeing direct credit and equity investments, bulge bracket sell side equity research departments (FINRA Series 7, 63, 86, 87 registration required), and a multi-billion dollar investment trust performing manager selection and portfolio construction for its three beneficiaries.