Overview

We are a boutique Wealth Management RIA firm providing Family Office Services to select HNW families, athletes, and entertainers. We provide in-depth customized planning and asset management of both public and private investments. Thanks to our relationships with athletes and family offices we source venture capital opportunities, create Special Purpose Vehicles (SPVs) and offer these opportunities to accredited clients and investors. We are also part of the SPV’s GP, and share in the carried interest.

We are looking to merge with a $700M+ RIA who would like to offer venture opportunities to their clients/relationships and participate in the carried interest.

We will consider all opportunities that makes sense (1 + 1 = 4). Such as merging, purchasing a RIA, hiring an experienced advisor with a large book of business, or helping a team transition to an independent firm. We custody with Schwab use Tamarac and Envestnet’s managed UMA platform. We also have a relationship with a BD for any legacy business.


Last Activity
within 4 months
Listing Updated
Dec. 21, 2023

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