Overview

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.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
828 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...