On March 30, 2023, Perigon Wealth Management announced the acquisition of Stakeholders Capital.
Under the terms of the transaction, Perigon Wealth Management (“Perigon”) acquired Stakeholders Capital (“Stakeholders”). Financial terms of the transaction were not disclosed.
Perigon, based in San Francisco, is a registered investment advisor that offers financial planning to individuals and businesses. As of February 28, 2023, Perigon had $4.8 in assets under management.
Stakeholders, based in Amherst, Massachusetts, is a wealth manager specializing in a range of investments across public and private asset classes. Stakeholders manages $145 million in client assets.
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