Pathstone to Buy $3.65B Crestone Capital
With its 14th acquisition in as many years, Pathstone is picking up more than 170 individual clients with an average of around $17 million in assets.
Source: wealthmanagement.com
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RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners
More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.
Source: wealthmanagement.com
Pathstone pushes past $80 billion with acquisition of Brainard Capital
Pathstone, an Edgewood, N.J., advisory firm, is deepening its focus on wealthy families by acquiring Brainard Capital Management.
Source: investmentnews.com
Pathstone acquisition to bring assets under advisement to over $80B
Englewood-based advisory firm Pathstone has entered into an agreement to acquire Brainard Capital Management of Austin, Texas.
Source: njbiz.com