Overview

Seeking partnership opportunities

$250mm value-oriented long-short investment fund that serves as the sole equity investment vehicle manager/family is looking to buy a separate account RIA business, convert the clients into LPs in our private fund and grant a lucrative profits interest in the Fund to selling RIA. This would convert commission/fee revenue to tax-advantaged carried interest. Fee structure 0+20% of profits. Majority of practice needs to be QP clients with average account size near $1mm.

Firm is HQ in Houston, TX with office in Los Angeles, CA. Exploring opportunities in CA/CO and neighboring states but will travel for the right opportunity.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

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