Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Naples, FL, US
Profile Type
Seller | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
33
Avg Client Age
55
Overview

Two partners started and have managed a hedge fund since 2010 that is an equity option based strategy with cumulative returns over 700% for 9 years. A different RIA is now launching a fund with our strategy and management. We are looking to buy, sell, or merge with an RIA that would have the ability to add our alternative strategy to their existing client offerings through sub-advising or by helping launch their own fund. This would add the incentive-based fee structure to your existing asset-based fee thus creating a new revenue stream for your firm.

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