RegentAtlantic Acquires Hillview Capital Advisors

July 8, 2019

On June 26, 2019, RegentAtlantic Capital, LLC announced that it entered into an agreement to acquire Hillview Capital Advisors, LLC.

RegentAtlantic Capital, LLC (“RAC”) acquired substantially all of the assets of Hillview Capital Advisors, LLC (“Hillview”). George Stapelton, CEO of RAC, will lead the combined firm under the RAC brand and both David Spungen and Jonathan Hochberg, Hillview’s CEO and president respectively, will continue in leadership roles. Further terms of the deal were not disclosed.

RAC is a Morristown, NJ-based wealth management firm that manages nearly $3.8 billion in assets under management.

Hillview is also a wealth management firm based in New York. It has approximately $890 million in assets under management. Park Sutton Advisors, LLC served as financial advisor to Hillview in this transaction.

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Categories

Investment Manager M&A, Transactions