NEWPORT BEACH, Calif. – (BUSINESS WIRE)
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 : http://yhoo.it/1a5U1uG
Dallas, TX – Hillcrest Asset Management is pleased to announce that they have been named a PSN Top Gun Award winner for the third time. This was the first award for the small cap core strategy; previous awards were for the firm’s small cap value strategy. In addition, the firm has won 16 Lipper performance awards. Hillcrest is led by its founders and portfolio managers: Brian Bruce and Doug Stark. The investment team brings 50 years of combined investment experience in small cap investing to the strategy and employs the firm’s proprietary behavioral finance approach to guide stock selection and portfolio decision-making.
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