Announced
Completed
Synopsis
Evoke, an independent registered investment advisor (RIA), completed the acquisition of Crescent Bay, a provider of multi-family office services. Financial terms were not disclosed. "Our mission since the founding of Evoke has been to create a client-focused organization. The acquisition of CBA supports this mission by adding a Family Office Services team that provides a customized and fully integrated client experience. We are confident, based on our long history with the partners of CBA, that their expertise and quality of service will seamlessly integrate with Evoke's services to support the full range of client financial needs and protection of their family legacy," David Hou, Evoke Co-Founder and Managing Partner.
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