Fundraising News: Summer Fundraising

About The Episode

We cover new RIA launches as well as RIA breakaways, including the departure of Michael "Mike" Ellis from Sowell Management to launch Ellis Wealth Advisors, and Apella Wealth's split from Symmetry Partners following an ownership change. We also share updates on commitments from the Los Angeles Water & Power Employees' Retirement Plan and the Texas County & District Retirement System. On the search front, we highlight activity from the Denver Employees Retirement Plan and South Korea's National Pension Service. We also cover fundraising from CVC Capital Partners, Proxima Fusion, and Csquare — plus a reminder to register for our next Dakota Cocktails event.

LISTEN HERE:

Fundraising News: Summer Fundraising

About The Episode

Address

Products & Services

Resources

Podcasts

Events

Company