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We cover new RIA launches like SagePoint Capital Partners and Kintra, as well as RIA acquisitions like Fiducient Advisors' deal for Sellwood Investment Partners and Cerity Partners' acquisition of Covenant Partners. We also share updates on commitments from the City of Knoxville Pension Board, The Boston Retirement System, and The Indiana Public Retirement System (PRS). On the search front, we highlight activity from the Boston Foundation. We also cover fundraising from True Anomaly, Ground State Ventures, and EQT — plus a reminder to register for our next Dakota Cocktails event.
By Dakota TeamWe cover new RIA launches like SagePoint Capital Partners and Kintra, as well as RIA acquisitions like Fiducient Advisors' deal for Sellwood Investment Partners and Cerity Partners' acquisition of Covenant Partners. We also share updates on commitments from the City of Knoxville Pension Board, The Boston Retirement System, and The Indiana Public Retirement System (PRS). On the search front, we highlight activity from the Boston Foundation. We also cover fundraising from True Anomaly, Ground State Ventures, and EQT — plus a reminder to register for our next Dakota Cocktails event.