Acquisition · Adviser / wealth-management

Majority of the assets of Centre Asset Management

Transaction overview

Reported completed

Announced: Source published:

Exact closing date not established.

Horizon Investments reported on April 22, 2025 that its acquisition of a majority of Centre Asset Management’s assets had closed, following the November 19, 2024 agreement. This is an asset acquisition; the source does not specify the exact closing date.

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. Horizon Investments’ Acquisition of Centre Asset Management Has Closed, Further Enhancing Firm’s Investment Solutions Capabilities ↗

    Horizon Investments · Published Apr 22, 2025

    Centre acquisition of majority of ASSETS reported closed April22,2025, not majority equity and not whole entity. Exactclose day unstated. JamesAbate/team joining; firstNewYorkpresence.

  2. Horizon Investments Announces New Acquisition, Bringing Centre Asset Management into Fold to Augment Range of Investment Solutions ↗

    Horizon Investments · Published Nov 19, 2024

    Centre November19,2024 agreement for majority of assets, customary/fund shareholder approvals, H12025expected; coalesced with completion. No exact percentage or consideration.

No firms selected for comparison.
Majority of the assets of Centre Asset Management · RIA Monitor