Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
New York, NY, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$230,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
100
Avg Client Age
60
Overview

Now in our 19th year of business, we are a well-established, privately owned, long only RIA, located in midtown Manhattan, providing traditional, USD portfolio management services to U.S. and European HNW individuals and families, while offering a platform with up-to-date front and back office technologies, established relationships with multiple custodians and brokerage firms, lower operating costs and compliance.

We have come across individual asset managers who are “one-man-bands”, and are looking to join an asset manager of our size, not too big and not too small, to have greater economies of scale, an infrastructure that frees them up from the bureaucracy of operation and compliance so that they can concentrate on managing their assets, grow their businesses, and establish a succession plan. They are also looking to remain independent within an organization and continue to service their clients their way from their existing locations.

We look forward to hearing from you.

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