TRIA Capital Acquires Minority Interest in Plancorp


March 13, 2024

On February 27, 2024, Plancorp, LLC announced that TRIA Capital Partners acquired a minority interest in its firm.

TRIA Capital Partners (“TRIA”) has acquired a non-controlling minority share in Plancorp, LLC (“Plancorp”). Cynosure Wealth Partners LLC, an entity associated with The Cynosure Group, reduced its stake in Plancorp as part of the transaction. Further terms of the deal were not disclosed.  

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

TRIA is backed by BharCap Partners, a private equity investor.
Plancorp, based in St. Louis, Missouri, is a registered investment adviser backed by The Cynosure Group, a private equity firm based in Salt Lake City, Utah. Plancorp has approximately $6 billion in assets under management.

To read the press release: please click here.

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