Rootstock Advisors

Transaction overview

Reported completed

Exact closing date not established.

Corient reported acquiring Pittsburgh-based Rootstock Advisors. 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.