Provider of wealth management services in New York. The company is an independent registered investment adviser that provides asset management services by structuring and managing each client portfolio individually to reflect the investor's specific needs, enabling individuals, families, endowments, foundations, retirement accounts and institutions to achieve above-average returns while maintaining below-average risk.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Jeffrey Loewy | President & Chief Executive Officer |