Acquisition · Activity not yet classified
Parsons Capital Management, LLC
Transaction overview
Reported acquisition
Announced:
Exact closing date not established.
CW Advisors reported acquiring Parsons Capital Management, LLC.
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
- CW Advisors Adds $1.4 Billion in AUM with Acquisition of 2 RIAs - CW Advisors ↗
CW Advisors · Published May 1, 2025
CW Advisors reported acquiring Parsons Capital Management, LLC.