Investor directory

Emigrant Partners

Emigrant Partners is a business built on experience, long term partnership, and alignment of interests. Their team has spent over a decade making minority investments into wealth and asset managers and has completed cumulatively over 45 transactions in their careers.
http://www.emigrantpartners.com
https://crunchbase.com/organization/emigrant-partners
https://linkedin.com/company/emigrant-partners
https://pitchbook.com/profiles/investor/267894-64

Mark Bruno

Managing Director and Head of Strategic Advisory

Jason Ehrlich

Managing Director and Head of Investments

Jennifer Souza

President and CEO

5 past transactions

Koda Capital

Private Equity Round in 2022
Koda Capital is a financial services company. Their services include advisory, tax, and investment services. They develop strategies covering investment structures, tax, planning, and estate planning.

Beaird Harris & Co

Private Equity Round in 2021
Beaird Harris & Co is a certified public accounting firm that specializes in wealth management and taxation services.

Stratos Wealth Partners

Corporate Round in 2020
Stratos Wealth Partners provides advisors and their clients with a diverse different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service.

AUTUS Asset Management

Private Equity Round in 2019
AUTUS Asset Management, LLC is a boutique asset management firm dedicated to providing innovative portfolio management solutions based in Scottsdale, AZ. The firm provides personalized wealth management services to high net worth individuals, families, endowments and has expertise in the individual selection of equities and fixed income securities.
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