About our client
CH Investment Partners is a Dallas-based family investment office serving ultra-high-net-worth families – Partner Families – with dedicated focuses on alignment and service. The firm delivers a single-family office experience with an emphasis on customized investment portfolios.
About our client
ML&R Wealth Management, a subsidiary of accounting firm Maxwell Locke & Ritter, is a leading financial advisory firm dedicated to providing comprehensive wealth management with a commitment to personalized service and a focus on long-term financial success.
About our client
Founded in 1986 and based in Indianapolis, Windsor Wealth Management is a registered investment advisor offering investment management and wealth planning services to high-net-worth clients nationwide.
About our client
Wedgewood is an SEC registered investment advisor. Wedgewood’s private client business provides investment and wealth management services to clients.
About our client
Alvarium is an independent investment firm, global multi-family office and merchant banking boutique providing tailored solutions for families, foundations and institutions across the Americas, Europe and Asia-Pacific.
About our client
Miracle Mile Advisors is a registered investment advisor committed to providing dynamic financial planning and custom investment management to high-net-worth individuals, families, business owners and institutions.
About our client
CI Financial Corp. is an independent company offering global asset management and wealth management advisory services.
About our client
Founded in 2004, Covington Capital Management is a registered investment advisor offering customized wealth management, financial planning and investment management to high-net-worth families, foundations and non-profits nationwide.
About our client
Founded in 2013, the Canadian-owned independent wealth management and planning advisory firm group is headquartered in Vancouver, B.C., and has a rapidly growing network that currently consists of 25 branches across Canada.
About our client
Founded in 1999, Highland provides wealth counseling, investment management and financial planning services to executives, professionals, business owners, wealth beneficiaries and other high-net-worth households.
About our client
Cerity Partners is one of the largest and fastest-growing independent wealth management firms in the U.S. Cerity Partners provides estate, financial and tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals.
About our client
Meristem Family Wealth is an independent wealth management firm with $5.4 billion in assets under management. With Meristem engaged, prosperous families are poised to help extend their wealth in order to make an impact for themselves, future generations, and their communities.
About our client
Cohen & Steers Real Estate Opportunities and Income Fund’s primary investment objective is high current income. The Fund's secondary investment objective is capital appreciation. The Fund is investing at least 80% of its managed assets in a portfolio of real estate-related investments and preferred securities.
About our client
Founded in 2009, Private Ocean is a leading fiduciary wealth management firm with $2.7 billion in assets, as of September 2021, based in San Rafael, CA .
About our client
RegentAtlantic Capital, LLC (“RegentAtlantic”) is a New Jersey-based, registered investment advisor with approximately $6.0 billion in assets under management, based in Morristown, NJ with an additional office in New York, NY.
About our client
With over $11 billion in assets and over 70 years of continuous service, IDB Bank (“IDB”) is a New York State-chartered full-service bank and a member of the FDIC, and the largest Israeli bank operating in the U.S. Headquartered in Manhattan.
About our client
McCutchen Group was founded in 2007 as an independent multi-family office, providing fee-only investment and financial advisory services to ultra-high-net-worth individuals and families.
About our client
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits.
About our client
Berman Capital Advisors was founded as an independent registered investment advisor, embracing a multi-family-office mindset and model in late 2010.
About our client
LT Trust, headquartered in Denver, Colorado, is a full-service retirement plan provider, offering recordkeeping, trust, and custodial services to financial intermediaries and their clients.
About our client
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management.
About our client
Founded in 1990, Gerber Taylor is a registered investment advisor providing comprehensive investment management and investment advisory services with a heritage deeply rooted in fundamental investment research.
About our client
Since 1991, Dowling & Yahnke Wealth Advisors (“D&Y”) has offered time-tested, objective financial planning advice and investment management services designed for the financial health of its clients. Located in San Diego, California, D&Y manages over $5 billion in assets for over 1,300 clients, primarily individuals, families, and nonprofit organizations.
About our client
Umpqua Holdings Corporation (NASDAQ: UMPQ) is the parent company of Umpqua Bank, an Oregon-based community bank recognized for its entrepreneurial approach, innovative customer experience, and distinctive banking solutions.
About our client
Brightworth, LLC (“Brightworth”) is an Atlanta-based, registered investment advisor with approximately $4.7 billion in assets, as of February 28, 2021.
About our client
Founded in 1987 by Ken Gregory and Craig Litman, Litman Gregory is a nationally recognized wealth and asset management firm based in the San Francisco Bay Area. Litman Gregory provides high-touch wealth and asset management services to individuals, multigenerational families, and nonprofits.
About our client
Raymond James supported LF Capital Acquisition Corp. through all phases of the SPAC process, serving as active bookrunner in the IPO and as financial advisor during the De-SPAC. The successful business combination introduces one of the nation’s fastest-growing homebuilders as a publicly listed company.
About our client
Merit Financial Group (“Merit”) is a hybrid SEC-Registered Investment Adviser (“RIA”) based in Alpharetta, GA, with 18 additional offices throughout the U.S.
About our client
CI Financial Corp. is an independent company offering global asset management and wealth management advisory services. CI managed and advised approximately C$202.6 billion in assets as at October 31, 2020.
About our client
Goldman Sachs BDC, Inc. is a specialty finance company that has elected to be regulated as a business development company under the Investment Company Act of 1940.
About our client
ES Bancshares, Inc. (OTCPK: ESBS) is the bank holding company for Empire State Bank which offers a wide range of financial services through its branch office network in Newburgh, Brooklyn and Staten Island, New York.
About our client
Lincoln Investment Capital Holdings, LLC, the parent company of Lincoln Investment, has acquired Hanlon Advisory Software, of Egg Harbor Township, New Jersey.
About our client
Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm. The company provides personalized investment management and financial planning.
About our client
Hanlon Investment Management (“Hanlon”) is an innovative asset management, wealth management, services and fintech company.
About our client
Headquartered in San Diego, California, Lucia is a broker-dealer and registered investment advisor with approximately $1.5 billion in client assets under management and 20 advisors on staff.
About our client
Cornerstone Advisors Inc., is a wealth and lifestyle management company with $4 billion in assets under management.
About our client
PagnatoKarp is an award-winning boutique multi-family office dedicated to transparency, integrity and trustworthiness.
About our client
Pure is a fee-only registered investment advisor providing comprehensive retirement planning services and tax-optimized investment management.
About our client
CODI owns and manages a diverse family of established North American middle market businesses. Each of its current subsidiaries is a leader in its niche market.
About our client
Founded in 2014, AdvisorEngine provides technology and consulting services to over 1,200 wealth management firms in the United States representing over $600 billion of assets under management.
About our client
Headquartered in San Diego, California, Lucia is a broker-dealer and registered investment advisor with approximately $1.5 billion in client assets under management and 20 advisors on staff.
About our client
FIA is an investment consulting firm that works with fiduciary clients including retirement plan sponsors, institutional investment pools, non-profit organizations and private clients.
About our client
Stratos is a family of companies that collectively advises on $13.2 billion of client assets.
About our client
Welch Hornsby is a fee-only investment advisor headquartered in Montgomery, AL that advises on more than $5.5 billion of assets on behalf of clients in over 15 states.
About our client
Five Points is a leading lower middle market alternative investment manager that provides both equity and debt capital to private, growth-oriented companies and LP capital to other private equity funds, with all strategies focused exclusively in the U.S. lower middle market.
About our client
Athena Capital Advisors is a privately-owned registered investment advisor founded in 1993 by Dr. Lisette Cooper.
About our client
WhiteHorse Finance is a business development company that originates and invests in loans to privately held, lower middle market companies across a broad range of industries.
About our client
Trinity Merger Corp. (“Trinity”) is a $359 million special purpose acquisition company.
