TRIA Capital Acquires Minority Interest in Modera Wealth


September 29, 2021

On September 16, 2021, TRIA Capital Partners announced that it has made a minority investment in Modera Wealth Management, LLC.

Under the terms of the agreement, TRIA Capital Partners (“TRIA”) acquired a non-controlling minority share in WMS Partners (“WMS”). Further terms of the deal were not disclosed.

TRIA, based in Texas, is a registered investment adviser specializing in minority investments in wealth management firms.

WMS, based in Maryland, is an investment adviser providing wealth and estate planning services. WMS manages over $5 billion in assets.

To read the press release: please click here.