Ownership stake · Activity not yet classified

Aubrey Capital Management

Transaction overview

Reported completed

Source published:

Exact closing date not established.

Aubrey Capital Management reported on March 19, 2024 that LVCC, part of LarrainVial, had purchased a 25% stake in the firm. Aubrey remained majority employee-owned. The report does not state an exact closing day or 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. Aubrey Capital Management Formalises Partnership With LarrainVial ↗

    Official source website · Published Mar 19, 2024

    Aubrey Capital Management reported on March 19, 2024 that LVCC, part of LarrainVial, had purchased a 25% stake in the firm. Aubrey remained majority employee-owned. The report does not state an exact closing day or consideration.

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Aubrey Capital Management · RIA Monitor