December 31, 2015
Alpha Cubed purchases Edge Portfolio Management
On December 24, 2015, Alpha Cubed Investments announced the acquisition of Edge Portfolio Management, located in Wheaton, Illinois.
December 31, 2015
NN Group Sells Parcom Capital Management
On December 18, 2015, NN Group announced that it had completed the sale of its wholly owned private equity management subsidiary, Parcom Capital Management, to its directors.
December 31, 2015
OppenheimerFunds Completes Acquisition of VTL Associates
On December 2, 2015, OppenheimerFunds, Inc. finalized its acquisition of 100% of the equity interest in independent institutional investment adviser VTL Associates, LLC.
December 30, 2015
Intermediate Capital acquires Graphite Capital’s PE Business
On December 23, 2015, Intermediate Capital Group announced the acquisition of the private equity investment arm of Graphite Capital Management LLP for approximately £20 million.
December 28, 2015
Emerald Asset Management and Beltraith Capital launch EmStone Advisors
On December 17, 2015, Emerald Asset Management, Inc. and Beltraith Capital LLC announced the formation of EmStone Advisors, LLC—a joint venture that will focus on fixed income portfolio management.
December 23, 2015
TriState Capital to Acquire The Killen Group
On December 16, 2015, TriState Capital Holdings, Inc. entered into a definitive asset purchase agreement to acquire The Killen Group.
December 23, 2015
Nomura to Purchase Stake in American Century Investments
On December 21, 2015, American Century Investments and the Stowers Institute for Medical Research announced that a non-controlling 41 percent economic interest in American Century Investments held by Canadian Imperial Bank of Commerce would be acquired by Nomura Asset Management.
December 21, 2015
Hightower Advisors acquires RDM Financial Group
On December 17, 2015, Hightower Advisors announced the acquisition of RDM Financial Group, Inc., a registered investment advisor based in Westport, Connecticut.
December 18, 2015
AGF acquires majority stake in ETF strategist FFCM
On November 17, 2015, AGF Management Limited announced that it acquired a majority of the equity of FFCM LLC, a Boston-based ETF advisor and asset management firm.
December 18, 2015
Baird to Acquire Chautauqua Capital Management
On November 24, 2015, Baird Financial Group announced that it signed a definitive agreement to acquire Chautauqua Capital Management.