Pathstone Acquires Hall Capital Partners
October 16, 2024
Pathstone, a partner-owned RIA backed by Kelso & Company and Lovell Minnick Partners, has agreed to acquire Hall Capital Partners to expand its investment capabilities and national footprint. Hall Capital brings roughly $45 billion in assets under advisement, about 180 team members across San Francisco and New York, and the deal will be supported by additional capital from Kelso, Lovell Minnick and Pathstone management.
- Buyers
- Pathstone, Kelso & Company, Lovell Minnick Partners, Pathstone management
- Targets
- Hall Capital Partners (Hall Capital)
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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