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The Mutual Fund Store

The Mutual Fund Store
1996 FOUNDED
M&A STATUS
301-400 EMPLOYEES
M&A LATEST DEAL TYPE
4 FINANCING ROUNDS
Description

Provider of investment advisory services. The company provides personalized investment advice, asset management, mutual funds, investment research, investment management and individual retirement account services.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • 11095 Metcalf Avenue
  • Overland Park, KS 66210
  • United States

The Mutual Fund Store Valuation and Funding

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

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The Mutual Fund Store Competitors (13)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Focus Financial Partners Formerly PE-Backed New York, NY 0000 00000 00000000 00000
0000000 0000000000 Corporate Backed or Acquired Newport Beach, CA 0000 00000 000000000 00000
000000000 00000000 Private Equity-Backed Troy, MI 00 00 000000
000000000 000000 Formerly PE-Backed New York, NY 0000 00000 00000000
0000000000 0000000 Formerly PE-Backed Boston, MA 000000000000
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The Mutual Fund Store Former Investors

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

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The Mutual Fund Store Executive Team (10)

Name Title Board
Seat
Contact
Info
Ted Bloomberg Chief Operating Officer & Head, Operations
Brian Jensen Managing Partner
Chris Bouffard Chief Investment Officer
Adam Bold Chairman & Founder
Jennifer Ervin Client Services Manager

4 Former Executives

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The Mutual Fund Store Board Members (8)

Name Representing Role Since Contact
Info
0000 0000 The Mutual Fund Store Chairman & Founder 000 0000
00000 000000 Self Board Member 000 0000

6 Former Board Members

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