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Alternative Boutique Investment Firm

South East

Alternative Boutique Investment Firm
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Asking Price: N/A

Cash Flow: N/A

Gross Revenue: $4,265,000

EBITDA: $2,889,000

FF&E: N/A

Inventory: N/A

Established: 2011

Alternative Boutique Investment Firm

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Business Description

The company works with HNW individuals and family offices by providing unique investment opportunities. As relationships grow other segments of the firm offer a broader range of planning and investment opportunities. The company generates investment return for its clients through a diversified portfolio of unique funds that include film, entertainment venues, real estate, and marketable securities.

-Attractive, longstanding client base of high-net-worth individuals and family offices
· Self-feeding model: once a fund is closed and principle and profit are returned, clients typically redeploy their capital in other company-related strategies and/ or funds. Clients often start with alternatives and later employ planning and/or marketable securities.
· Team includes seven credentialed members including CFPs, CFAs,
JDs, and CPAs

Detailed Information

Employees:
16
Facilities:
Company rents out 5,000 sq. ft. out of a 17,500 sq. ft. office.
Growth & Expansion:
Hire additional advisors and focus on expanding the customer base across the Southeast · Option to add additional functionality to website to include personalized tools to help HNW investors align their goals with their investments and understand risk adjusted returns along with true diversification · Promote estate and strategic planning services to a growing demographic
Reason for Selling:
The owner is open to a partial or full sale.
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David Steverson

Business Listed By:
David Steverson

Benchmark International

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Sponsoring Broker:
Emily Cogley

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