Business combination · Activity not yet classified
Phlox Capital Management
Transaction overview
Reported joined
Announced:
Exact closing date not established.
Krilogy reported joining forces with Phlox Capital Management to form Krilogy Texas, a brand operating under Krilogy's registration.
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
- Phlox Capital Management Joins Krilogy® to Form Krilogy Texas ↗
Krilogy · Published Aug 24, 2023
Reports that Krilogy and Phlox joined forces, with the Phlox team continuing in Dallas under the Krilogy Texas brand and Krilogy Financial LLC registration.