Colchester Partners

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Neighborhoods: Downtown Manhattan, West Village
Other Link: http://www.colchesterpartners.com
Categories: Investments, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (212) 463-8136

Address: 332 Bleecker St, New York, NY 10014

Tax Planning
Advised Dakota Wealth Management (“Dakota”) on a strategic minority investment from Emigrant Partners. Headquartered in Palm Beach Gardens, FL, Dakota is a leading independent investment management, wealth & estate planning, and full-service tax planning business. Dakota manages approximately $2.5 billion of client assets. View press release

Investment Management
Since our founding in 2002 we have engaged with over 300 investment management firms on a variety of assignments, including mergers, acquisitions, divestitures and management buy-outs. We also have extensive experience in structuring and restructuring the ownership and governance of investment management organizations, including the development and execution of plans that provide equity and other incentives of key professionals.
Mutual Funds
Advised Century Capital Management on the sale of the firm to Congress Asset Management, including the proposed reorganization of their two mutual funds (CENSX) (CSMVX) into the Congress Asset Management family of funds. Century Capital Management, a Boston based firm, manages $670 million of equity portfolios for mutual funds and institutional clients. Congress Asset Management, also a Boston based firm, manages approximately $8B of AUM for institutional and private clients. View press release
Wealth Management
Brian also served as managing principal of AdvisorAssist, a management consulting firm that focuses on the wealth management industry. In this role, Brian worked with over 100 wealth management firms to help them implement processes to grow, protect and optimize their businesses.

Financial Planning
Advised VennWell on the sale of the firm to RMB Capital Management. VennWell is a registered investment advisory firm based in Lake Forest, IL. VennWell provides financial planning and investment management services to individuals, families and organizations. View press release
Retirement Planning
Advised Sequoia Financial Group on the sale of a minority stake to Kudu Investment Management. Sequoia, a registered investment advisor based in Akron, Ohio, provides financial planning, asset management, family wealth and retirement planning services to high net worth individuals and families. At the time of announcement, the firm managed approximately $4.7 billion in client assets. View press release
Asset Management
Prior to joining Colchester Partners, Jon was an Associate at Jefferies Finance Asset Management, a private credit platform within Jefferies LLC focused on executing debt investments in support of middle market private equity buyouts.

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