Ownership stake · Adviser / wealth-management

Pacific Capital Partners Limited

Transaction overview

Status: Announced

Date not stated

Exact closing date not established.

Pacific Capital Partners Limited, trading as Pacific Asset Management, announced that Pinnacle Investment Management would replace its remaining external shareholders. The source states that management and investment teams would remain in place. It does not specify ownership percentages or an exact announcement or 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. Pacific Asset Management welcomes new Pinnacle shareholding ↗

    Pacific Asset Management · Publication date not stated

    Pacific Capital Partners Limited, trading as Pacific Asset Management, announced that Pinnacle Investment Management would replace its remaining external shareholders. The source states that management and investment teams would remain in place. It does not specify ownership percentages or an exact announcement or closing date.

Pacific Capital Partners Limited · RIA Monitor