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Provider of wealth management and financial advisory services. The company offers advisory services for wealthy individuals and families, institutions and retirement plans and services that enable the clients to plan their investments in a proper and goal-oriented manner, thereby increasing their return on investments.
Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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Request full access to PitchBookCompany Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
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000000 000000000 0 | Private Equity-Backed | El Segundo, CA | 0000 | 00000 | 000000000 | 00000 |
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
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000000 0000000000 | 21-Jun-2017 | 0000 | Restaurants and Bars | ||
0000000000 0000000 | 31-Jan-2017 | 0000000000 | Asset Management | 0000 00000 | |
000000 0000000000 | 19-Sep-2016 | 0000 | Restaurants and Bars | ||
00000000 000000 00 | 11-Aug-2015 | 0000000000 | Thrifts and Mortgage Finance | 00000 000000 | |
Lake Country Wealth Management | 30-Apr-2015 | Merger/Acquisition | Consulting Services (B2B) | 00000 000000 |
Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
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This information is reserved for PitchBook Platform users. To explore Bronfman E.L. Rothschild‘s full profile, request access.
Request full access to PitchBookName | Representing | Role | Since | Contact Info |
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000000 00000 | Sachs Capital | Board Member | 000 0000 | |
0000 0000000000 | Bronfman E.L. Rothschild | Chairman | 000 0000 | |
0000000 00000000 | Bronfman E.L. Rothschild | Chairman | 000 0000 |