Tag: PEBacked

Wealth Planning

PE-Backed Lido Keeps Acquiring With $850M Utah-based RIA

29/07/2025
mhsj

Lido Advisors, a Los Angeles-based $30 billion registered investment advisor backed by private equity, has acquired…

Asset Allocation

PE-Backed Arax Investment Partners Acquires Schechter Investment Advisors

02/06/2025
mhsj

Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has…