Ownership stake · Activity not yet classified

MCF Advisors

Transaction overview

Reported completed

Closed:

On March 18, 2025, MCF Advisors reported a minority equity investment by WPCG and HGGC’s Aspire Holdings platform, which closed March 7, 2025. MCF management retained majority ownership and control. The exact stake and price were not disclosed; MCF’s $3.3 billion in managed assets is not transaction consideration.

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. Wealth Partners Capital Group and HGGC Establish Strategic Partnership with MCF Advisors ↗

    Official firm website · Published Mar 18, 2025

    On March 18, 2025, MCF Advisors reported a minority equity investment by WPCG and HGGC’s Aspire Holdings platform, which closed March 7, 2025. MCF management retained majority ownership and control. The exact stake and price were not disclosed; MCF’s $3.3 billion in managed assets is not transaction consideration.

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MCF Advisors · RIA Monitor