What the advisers themselves reported about M&A

1,631 events match

Oakhurst Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jul 27, 2018Succession (Item 4)factOAKHURST ADVISORSRAUM $1.2B
Eversept Partners, L.P. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jul 26, 2018Succession (Item 4)factEVERSEPT PARTNERS, L.P.RAUM $2.7B
Rosenblum Silverman Sutton Sf Inc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jul 24, 2018Succession (Item 4)factROSENBLUM SILVERMAN SUTTON SF INCRAUM $487M
Grubman Wealth Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jul 17, 2018Succession (Item 4)factPARKSIDE ADVISORS LLCRAUM $747M
Clearview Capital, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jul 10, 2018Succession (Item 4)factCLEARVIEW CAPITAL, L.P.RAUM $2.0B
Wcm Investment Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jul 10, 2018Succession (Item 4)factWCM INVESTMENT MANAGEMENTRAUM $97B
Cygnet Financial Freedom House reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jul 9, 2018Succession (Item 4)factFINANCIAL FREEDOM HOUSERAUM $213M
Trg Advisors, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jul 2, 2018Succession (Item 4)factTRG ADVISORS, INC.RAUM $548M
Voltrade Capital Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jun 29, 2018Succession (Item 4)factVOLTRADE LPRAUM $425M
Western Asset Management Company reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jun 26, 2018Succession (Item 4)factWESTERN ASSET MANAGEMENT COMPANYRAUM $185B
Greenspring Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jun 13, 2018Succession (Item 4)factGREENSPRING ADVISORS, LLCRAUM $6.5B
Lytle Investments reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jun 12, 2018Succession (Item 4)factLYTLE INVESTMENTSRAUM $74.3M
Camber Capital Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jun 11, 2018Succession (Item 4)factCAMBER CAPITAL MANAGEMENT LLCRAUM $2.6B
Equbot Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
May 22, 2018Succession (Item 4)factEQUBOT INC.RAUM $115M
Confluence Investment Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
May 21, 2018Succession (Item 4)factCONFLUENCE INVESTMENT MANAGEMENT LLCRAUM $6.7B
G Squared Equity Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
May 21, 2018Succession (Item 4)factG SQUARED EQUITY MANAGEMENT LPRAUM $6.6B
A&M Capital reported succeeding to the business of Another Adviser (Form ADV Item 4)
May 17, 2018Succession (Item 4)factA&M CAPITALRAUM $7.2B
Arbour Lane Capital Management Lp reported succeeding to the business of Another Adviser (Form ADV Item 4)
May 9, 2018Succession (Item 4)factARBOUR LANE CAPITAL MANAGEMENT LPRAUM $665M
Oakmont Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
May 2, 2018Succession (Item 4)factDAKOTA WEALTH, LLCRAUM $311M
Sverica Capital Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
May 1, 2018Succession (Item 4)factSVERICA CAPITAL MANAGEMENTRAUM $2.5B
Greenbriar Equity Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
May 1, 2018Succession (Item 4)factGREENBRIAR EQUITY GROUPRAUM $16B
Carter Asset Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Apr 27, 2018Succession (Item 4)factWILLIAM MADISON ADVISORS, INC.RAUM $498M
Cumberland Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Apr 23, 2018Succession (Item 4)factCUMBERLAND ADVISORSRAUM $3.2B
Bradley & Company Private Wealth Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Apr 23, 2018Succession (Item 4)factBRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLCRAUM $252M
Financial Synergies reported succeeding to the business of Another Adviser (Form ADV Item 4)
Apr 20, 2018Succession (Item 4)factFINANCIAL SYNERGIESRAUM $1.8B
Sms Capital Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Apr 11, 2018Succession (Item 4)factSMS CAPITAL MANAGEMENTRAUM $111M
Ocean View Advisory reported succeeding to the business of Another Adviser (Form ADV Item 4)
Apr 10, 2018Succession (Item 4)factOCEAN VIEW ADVISORYRAUM $54.0M
Edward S. Green & Associates, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Apr 9, 2018Succession (Item 4)factEDWARD S. GREEN & ASSOCIATES, LLC
Beam Asset Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Apr 2, 2018Succession (Item 4)factBEAM WEALTH ADVISORS, INC.RAUM $1.6B
Palo Alto Investors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 31, 2018Succession (Item 4)factPALO ALTO INVESTORS LPRAUM $696M
Falfurrias Management Partners Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 30, 2018Succession (Item 4)factFALFURRIAS MANAGEMENT PARTNERS LPRAUM $3.7B
Gni Capital Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 30, 2018Succession (Item 4)factGNI CAPITAL INC.RAUM $54.9M
Levco Capital, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 30, 2018Succession (Item 4)factLEVCO CAPITAL LPRAUM $591M
Minot Capital, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 30, 2018Succession (Item 4)factMINOT CAPITAL, LPRAUM $2.1B
Csl Capital Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 30, 2018Succession (Item 4)factCSL CAPITAL MANAGEMENT, L.P.RAUM $145M
Benchmark Capital Advisors, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 29, 2018Succession (Item 4)factBENCHMARK CAPITAL ADVISORS, INC.RAUM $198M
Whitestar Asset Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 29, 2018Succession (Item 4)factCLEARLAKE CAPITAL ASSET MANAGEMENT, LLCRAUM $2.1B
Ef Hutton Investments Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 29, 2018Succession (Item 4)factEF HUTTON INVESTMENTS LLC
Cormorant Asset Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 29, 2018Succession (Item 4)factCORMORANT ASSET MANAGEMENT, LPRAUM $3.8B
Prosperity Capital Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 29, 2018Succession (Item 4)factPROSPERITY CAPITAL ADVISORSRAUM $4.4B
Northeast Asset Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 29, 2018Succession (Item 4)factNORTHEAST ASSET MANAGEMENT LLC
Rockefeller Capital Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 28, 2018Succession (Item 4)factROCKEFELLER CAPITAL MANAGEMENTRAUM $37B
Griffin Asset Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 28, 2018Succession (Item 4)factGRIFFIN ASSET MANAGEMENT, LLCRAUM $1.1B
Strategic Advisers, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 28, 2018Succession (Item 4)factSTRATEGIC ADVISERS LLCRAUM $1.37T
Holdco Advisors, L.P. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 27, 2018Succession (Item 4)factHOLDCO ASSET MANAGEMENT, LPRAUM $2.8B
Robustwealth Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 23, 2018Succession (Item 4)factROBUSTWEALTH, INC.RAUM $856M
Outfitter Energy Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 23, 2018Succession (Item 4)factOUTFITTER ENERGY MANAGEMENT, LLCRAUM $240M
Curve Asset Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 20, 2018Succession (Item 4)factCURVE ASSET MANAGEMENT, INC.RAUM $594M
Alignium reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 16, 2018Succession (Item 4)factAKSIA CHICAGO LLCRAUM $50.9M
Ars Wealth Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 16, 2018Succession (Item 4)factARS WEALTH ADVISORSRAUM $704M
Essex Financial Advisors, L.L.C. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 15, 2018Succession (Item 4)factESSEX FINANCIAL ADVISORS, INC.RAUM $151M
Sebastian Advisors, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 14, 2018Succession (Item 4)factFINIVI INC.RAUM $308M
Ariadne Wealth Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 12, 2018Succession (Item 4)factARIADNE WEALTH MANAGEMENT, LPRAUM $627M
Rj Capital reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 7, 2018Succession (Item 4)factRJ CAPITAL, LLC
Bradley & Company, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 7, 2018Succession (Item 4)factBRADLEY & COMPANY, LLCRAUM $125M
Mindful Asset Planning reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 2, 2018Succession (Item 4)factMINDFUL ASSET PLANNINGRAUM $529M
Cx Institutional, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 1, 2018Succession (Item 4)factCX INSTITUTIONAL, LLCRAUM $4.5B
J.F. Lehman And Company Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Feb 28, 2018Succession (Item 4)factJ.F. LEHMAN AND COMPANY LLCRAUM $9.0B
Rffm reported succeeding to the business of Another Adviser (Form ADV Item 4)
Feb 27, 2018Succession (Item 4)factRFFMRAUM $74.0M
Bruton Chisnell Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Feb 21, 2018Succession (Item 4)factBRUTON CHISNELL ADVISORS, LLCRAUM $772M

Page 14 of 28Previous Next