Acquisition · Adviser / wealth-management

Ensemble Capital Management LLC

Transaction overview

Reported completed

Source published:

Exact closing date not established.

Corient reported the acquisition of Ensemble Capital Management LLC. The exact closing day was not disclosed.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. News Details ↗

    Corient · Published Nov 1, 2024

    Nov1 2024 EnsembleCapitalManagementLLC SF1.8bn announcedacquisition/reportjoining noexplicitfutureclosingcondition; REPORTED_COMPLETED plausiblebody but unknownexactcloseday. AboutCorientPrivateWealthLLC explicit.

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Ensemble Capital Management LLC · RIA Monitor