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EMIGRANT PARTNERS

Summary

Emigrant Partners is a capital and advisory services partner that makes non-voting minority investments into wealth, asset and alternative asset managers.

Deals Overview

Total Deals9

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Subsidiaries

BRIGHTWORTH LLC

1 transaction

Senior Management

Jenny Souza
CEO and President
Alex Mostovoi
CFO
Jamie Sklar
General Counsel

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parallel advisors

HQ - United States

Asset Managers and Custodians

4 May 2020

Investment Date

n/a

Deal Value

stratos wealth partners ltd

HQ - United States

Diversified Financials

1 Apr 2020

Investment Date

n/a

Deal Value

pure financial advisors inc

HQ - United States

Asset Managers and Custodians

27 May 2020

Investment Date

n/a

Deal Value

radnor financial advisors

HQ - United States

Asset Managers and Custodians

1 Sep 2021

Investment Date

100%

Stake

n/a

Deal Value

gerber taylor

HQ - United States

Investment Banking

22 Jul 2021

Investment Date

n/a

Deal Value

moneco advisors

HQ - United States

Diversified Financials

26 Jun 2023

Investment Date

n/a

Deal Value

personal investment management inc

HQ - United States

Asset Managers and Custodians

14 Mar 2025

Investment Date

100%

Stake

n/a

Deal Value

fairhaven wealth management

HQ - United States

Asset Managers and Custodians

15 Apr 2025

Investment Date

100%

Stake

n/a

Deal Value

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