Fla. RIA Aggregator Launches With $11B AUM

Wealth Partners Capital Group, an $11 billion RIA aggregator based in West Palm Beach, Fla., announced its launch on Monday with the closing of minority investments in three platform firms.

Former Affiliated Managers Group executives John W. Copeland, Rich Gill and Sean Bresnan will form the management team of the new aggregator.

Wealth Partners Capital Group also announced that it has made investments in New York-based Forbes Family Trust, Cleveland-based MAI Capital Management and Los Angeles-based EP Wealth Advisors.

from FA News http://www.fa-mag.com/news/fla–ria-aggregator-launches-with–11b-aum-33612.html


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