Acquisition · Activity not yet classified
Hart & Patterson Financial Group
Transaction overview
Reported completed
Announced: Closed:
Beacon Pointe Advisors reported completing its acquisition of Hart & Patterson Financial Group. The reported closing date was 2025-05-16.
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
- Beacon Pointe Advisors Closes Six Strategic Acquisitions in 60 Days ↗
Beacon Pointe Advisors · Published Jul 8, 2025
Beacon Pointe Advisors reported completing its acquisition of Hart & Patterson Financial Group. The reported closing date was 2025-05-16.