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Brownhelm Capital is a Cleveland-based family office with experience in the financial services space. The holding company it has invested in includes entities like International Assets Investment Management and Primus Financial Services.
Brownhelm Capital, a single family office based in Cleveland, Ohio, is acquiring a substantial ownership stake in IAA.
The midsize wealth management firm with 250 advisors chose to be an independent subsidiary rather than folding into a private equity firm or an RIA aggregator.
Brownhelm Capital makes long-term commitment to the growth of IAA and its advisors in acquiring a substantial ownership position in Pecunia Manage...
The deal represents a succession plan for Pecunia Management CEO Ed Cofrancesco.