Elevation Point Makes Minority Growth Investment in Hampton Bluff Capital Partners

Elevation Point Makes Minority Growth Investment in Harbor View Private Wealth

January 22, 2026

Wealth Management

Elevation Point has made a strategic minority (growth capital) investment in Harbor View Private Wealth, an Atlanta-area independent wealth management firm that oversees roughly $1.3 billion in client assets. The capital will support Harbor View’s move to independence and enable expansion of its holistic wealth planning services beyond traditional portfolio management.

Elevation Point Takes Minority Stake in Stonebrook Private

January 21, 2025

Wealth Management

Elevation Point has made a strategic minority investment in Stonebrook Private, a Northville, Michigan-based fee-only fiduciary advisory firm with over $750 million in AUM. The partnership will allow Stonebrook to retain control while leveraging Elevation Point's resources to accelerate growth and enhance client service capabilities.

Elevation Point Makes Minority Investment in Forta Wealth Partners

January 29, 2026

Wealth Management

Elevation Point has made a minority growth investment in Forta Wealth Partners, enabling the Indianapolis-based advisory team to launch an independent RIA with access to custodial, technology, and capital resources. Forta, a trade name of Elevation Point Wealth Partners, brings more than $900 million in client assets carried over from its prior Merrill Lynch practice and will benefit from Elevation Point’s support and Goldman Sachs custody collaboration.

Altamont Capital Partners Makes Strategic Investment in Horizon Investments

July 27, 2021

Wealth Management

Altamont Capital Partners has completed a strategic growth investment in Horizon Investments, a Charlotte-based registered investment advisor with approximately $7 billion in assets under advisement. The investment will provide capital and strategic support to accelerate Horizon's distribution, expand its goals-based solutions, and pursue add-on acquisitions while Horizon's management remains significant equity holders and John Drahzal assumes the CEO role.

Petershill (Goldman Sachs Asset Management) Makes Minority Investment in Wind Point Partners

January 18, 2022

Financial Services

Goldman Sachs Asset Management’s Petershill Platform has made a strategic minority investment in Wind Point Partners, providing capital and access to Petershill’s value-added services while leaving Wind Point’s management and daily operations unchanged. The investment is intended to support Wind Point’s continued growth and its focus on partnering with family- and entrepreneur-owned middle-market businesses.

Wealth Enhancement Group Acquires Kings Point Capital Management

June 2, 2022

Wealth Management

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, has acquired Kings Point Capital Management, an independent RIA with offices in Great Neck, New York and Brentwood, Tennessee. The deal brings Kings Point’s $1.7 billion in client assets onto Wealth Enhancement Group’s platform, increasing the firm’s total client assets to about $55 billion and adding a team of five advisors plus 11 support staff.