Ownership stake · Adviser / wealth-management

SSI Strategy, LLC

Transaction overview

Status: Reported completed

Source publication date:

Exact closing date not established.

SSI Strategy reported receiving a growth investment from Amulet Capital Partners, LP in December 2020. The investment percentage and exact announcement and closing dates were not reported.

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. SSI Strategy Announces Acquisition of Long-Term Partner Fiore Healthcare Advisors ↗

    Amulet Capital Partners · Published Jun 29, 2021

    SSI Strategy reported receiving a growth investment from Amulet Capital Partners, LP in December 2020. The investment percentage and exact announcement and closing dates were not reported.

SSI Strategy, LLC · RIA Monitor