Sequoia Financial Group Acquires Karpas Strategies
July 31, 2024
Sequoia Financial Group has acquired Karpas Strategies, an independent investment manager serving ultra-high-net-worth families, foundations and trusts, with the firm joining Sequoia's Sequoia Sentinel Family Office. The transaction closed July 31, 2024; Karpas manages about $420 million and its three-person team will join Sequoia to expand the firm's family office and ultra-high-net-worth services.
- Buyers
- Sequoia Financial Group, LLC
- Targets
- Karpas Strategies, LLC
- Industry
- Wealth Management
- Location
- Connecticut, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.