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United Capital


United Capital Acquires $500M Firm


"United Capital announced its biggest acquisition of the year Monday, a $500 million asset firm that was previously affiliated with Ameriprise Financial.

United Capital's latest acquisition, Ellis & Ellis, serves 700 households and is based in The Woodlands, Texas. Byron Ellis, managing director, said the team conducted an extensive search before deciding to join forces with United Capital."

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United Capital acquires $320 million AUM adviser

California-based Valley Wealth is firm's third – and largest – acquisition this year
After embarking on a more aggressive, national growth strategy in August, United Capital has acquired a registered investment adviser with $320 million in client assets.
The firm said Thursday it picked up Valley Wealth Inc., a Modesto, Calif.-based RIA founded in 2008, which is United Capital's third and largest acquisition so far this year. Valley Wealth brings United Capital to roughly $10.6 billion in assets under management.

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United Capital Secures $38M in Growth Capital, on Path to Creating a $1B Brand


United Capital Financial Advisers, LLC (“United Capital”), one of the fastest-growing and most innovative registered investment advisory (RIA) firms in the country, today announced that its parent holding company, United Capital Financial Partners, Inc. (“UCFP”) has received $38 million in growth capital led by a $30 million investment from Sageview Capital, a private investment firm. Bessemer Venture Partners (BVP) and Grail Partners, who invested in UCFP’s prior rounds of equity financing, are also reinforcing their commitment by investing further in this transaction. 

United Capital is a fast growing national partnership of exceptional private wealth counseling offices. United Capital offers investors an open architecture investment platform that enables a wide array of investment management solutions and strategies tailored specifically to their needs. Today, United Capital and its affiliates provide advice on over $15 billion under advisement of client assets at 30 offices around the country.

Source - Yahoo! Finance :