Which RIAs are backed by private equity, and which PE firms own them: majority or minority, and since when. Every ownership link goes to its source, a press release or trade report.
Presented byYour company here · Sponsor this pagePE firms that have sold their stake in an RIA, most recent first.
Ownership changes often, and many deals don't disclose terms; “majority” or “minority” is shown only where the source says. AUM is from each firm's latest Form ADV. See something missing or out of date? Email joe@advisortechbook.com with a source.