WebJul 12, 2024 · In March, Pathstone bought a $3 billion portion of Eaton Vance WaterOak Advisors from Morgan Stanley. The Dyson acquisition will bring Pathstone’s total assets under advisement to around $38 billion. Based on Englewood, N.J., Pathstone will now have 14 locations with 295 team members, more than 115 of whom are shareholders of … WebJul 13, 2024 · The deal is expected to increase Pathstone’s total assets under advisement to around $38bn. Following the transaction, the firm will have 14 locations with 295 team …
Dyson Capital Advisors LinkedIn
WebJul 12, 2024 · Get 7 Days Free Sign In Sign In Topics WebJul 12, 2024 · July 25, 2024 Wealth Management On July 12, 2024, Pathstone announced an agreement to acquire Dyson Capital Advisors. Under the terms of the transaction, Pathstone will acquire Dyson Capital Advisors (“Dyson”). Further terms of the deal were not disclosed. Pathstone, based in Englewood, New Jersey, is an investment advisory firm. nourished by shay
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WebJul 13, 2024 · Pathstone Family Office LLC agreed to acquire Alexandria, Va.-based Dyson Capital Advisors LLC, an investment advisory firm that provides customized family office services. Financial terms of the deal were not disclosed in a news release. Dyson Capital Advisors serves approximately 80 clients overseeing $3.5 billion of assets. WebJul 14, 2024 · New Jersey-based Pathstone continues its geographic expansion with an agreement to acquire Dyson Capital Partners, a Washington, DC area registered investment advisor with $3.5 billion in client assets. Matt Fleissig, CEO of Pathstone. Photo illustration of Barron’s advisor; Courtesy of Pathstone nourished by time