Carnegie Acquires $1.3B Connecticut RIA Eagle Ridge

Carnegie Investment Counsel announced its acquisition of Eagle Ridge Investment Management, located in Stamford, CT, adding $1.3B in client assets and 14 employees, while bolstering its presence in the New York metropolitan market.

According to its LinkedIn profile, Eagle Ridge was founded in 2008, providing portfolio management services for individuals and families, institutions, trustees and advisors, and investment advisors. Upon completion of Carnegie’s acquisition, Eagle Ridge will maintain its leadership team and staff.

Berkshire Global Advisors served as financial advisor and Alston & Bird acted as legal counsel to Eagle Ridge in the transaction. Carnegie Investment Counsel was advised by Schneider Smeltz Spieth Bell LLP as legal counsel.

Written By: Dakota

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Carnegie Acquires $1.3B Connecticut RIA Eagle Ridge

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