Venturi Private Wealth

Transaction overview

Announced

Exact closing date not established.

Caprock announced its acquisition of Venturi Private Wealth. The announcement describes plans upon closing and does not establish completion.

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.