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Weston Capital Asset Management

1993 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Operator of an asset management company catering to high net worth individuals. The company specializes in alternative investments for large institutional investors, high net worth individuals, and family groups. It sponsors numerous funds and customized portfolios consisting of single and multi manager investment styles or trading strategies.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Acquirer
Primary Office
  • 222 Lakeview Avenue
  • Suite 1550
  • West Palm Beach, FL 33401
  • United States

Weston Capital Asset Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Weston Capital Asset Management Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Weston Capital Asset Management Executive Team (7)

Name Title Board
Seat
Contact
Info
Albert Hallac Founder & Chief Executive Officer
Keith Wellner Chief Operating Officer, Chief Administrative Officer, & General Counsel
Jeffrey Hallac Managing Director

4 Former Executives

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Weston Capital Asset Management Board Members (1)

Name Representing Role Since Contact
Info
000000 000000 Weston Capital Asset Management Chairman 000 0000