Wealth Partners Capital Group - aVenture Asset Manager Research
Location
Palm Beach, FL, US
Founded
2017
Wealth Partners Capital Group (WPCG) specializes in growth and M&A partnerships for best-in-class Registered Investment Advisors (RIAs). The firm focuses on providing customized transition solutions for retiring advisors and their clients. WPCG's partner firms offer liquidity and growth opportunities to advisors seeking to sell their firms for succession planning or accelerated growth.
Since its launch, WPCG has executed numerous acquisitions, resulting in $40 billion in acquired Assets Under Advisement (AUA) across its partner firms. The company's current partner firms manage $77 billion in client assets. WPCG's founders have a notable track record in the industry, having previously executed transactions representing over $80 billion in client assets.
Wealth Partners Capital Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count1
Total Portfolio Exits1
Top Investment Stages
Series F1 (100.0%)
Stage Mix
Series F 100%
Concentration shown as share of disclosed investments by stage.
