Emigrant Partners, founded in 2007 and based in New York, is an investment firm specializing in minority investments in wealth, asset, and alternative asset managers. With a team that has over a decade of experience, Emigrant Partners has successfully completed more than 45 transactions in the industry. The firm emphasizes building long-term partnerships and aligning interests with its portfolio companies, focusing on growth and expansion within the financial services sector.
Principle Wealth Partners LLC is an employee-owned investment advisory firm founded in 2017 and based in Madison, Connecticut, with additional offices in Westport and Old Saybrook. The firm primarily serves high net worth individuals, pension plans, profit-sharing plans, and corporations. It specializes in retirement planning, investment management, tax and estate planning, and a range of financial services. Using fundamental analysis, Principle Wealth Partners focuses on investments in the public equity market, with asset management led by an experienced executive team.
Novare Kapital
Private Equity Round in 2025
Novare Capital Management is a privately owned investment management.
Moneco Advisors
Private Equity Round in 2023
Moneco Advisors, based in Fairfield, Connecticut, offers a range of financial planning services that include investment management, retirement planning, tax strategies, insurance services, and legacy planning. The firm focuses on providing customized solutions designed to help clients meet their financial objectives and ensure their long-term security. By addressing various aspects of wealth management, Moneco Advisors aims to support individuals and families in navigating their financial journeys effectively.
AUTUS Asset Management
Private Equity Round in 2019
AUTUS Asset Management, LLC is an employee-owned investment management firm located in Scottsdale, Arizona. It primarily serves high net worth individuals and families, as well as charitable organizations, pension and profit-sharing plans, and corporations. The firm specializes in managing personalized investment portfolios and offers a range of services, including portfolio management and retirement planning. AUTUS invests in public equity, fixed income, and alternative investments worldwide, focusing on both value and growth-oriented securities. Utilizing a combination of fundamental, technical, and cyclical analyses, the firm conducts in-house research to inform its investment strategies and create diversified portfolios tailored to meet clients' unique financial goals.
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