North Square Funds Surpass $2 Billion in Assets; Lowers Management Fee on Five-Star Strategic Income Fund (ADVNX)
Chicago, IL (December 20, 2024) – North Square Investments (North Square), a multi-boutique manager with a range of product offerings, announced its mutual fund family has surpassed $2 billion in assets. Along with the growth in assets, North Square said it was lowering the management fee on one of [...]
North Square Investments Reaches Agreement to Acquire Foundry Partners
Chicago, IL (November 26, 2024) - North Square Investments announced it has reached agreement to acquire Foundry Partners, LLC, an independently owned value-oriented investment adviser with headquarters in Cleveland, Ohio, through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and CEO of North [...]
North Square Investments Named a 2024 Money Management Institute/Barron’s Industry Awards Finalist
Chicago, IL (July 30, 2024) – North Square Investments (North Square), a multi-boutique manager with a range of product offerings, has been named as a finalist for the 2024 Money Management Institute/Barron’s Industry Awards. North Square was named as a finalist in the “Asset Manager of the Year – [...]
StrategyCorps Announces Capital Partnership with Estancia Capital Partners to Enhance Solutions and Accelerate Growth
NASHVILLE (July 9, 2024) – StrategyCorps, LLC (“SC” or the “Company”), the industry-leading provider of deposit analytics and retail and small business checking-related solutions, and Estancia Capital Partners, a respected lower-middle market private equity firm with a successful investing track record in the financial services industry, announced today that [...]
Snowden Lane Partners Adds Morgan Stanley Veteran with $1 Billion in Client Assets
CORAL GABLES, Fla. -- (BUSINESS WIRE) -- Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Jaime Sanchez Yarza has joined the firm as a Senior Partner and Managing Director, alongside Jose Andres Ramirez, Portfolio Director and [...]
North Square Dynamic Small Cap Fund Winner of Active Equities Mutual Fund of the Year at with.Intelligence Mutual Fund & ETF Awards 2024 Ceremony
Chicago, IL (June 25, 2024) –– North Square Dynamic Small Cap Fund (ORSIX) was named the winner of the “Active Equities Mutual Fund of the Year Award” at the with.Intelligence Mutual Funds & ETF Awards 2024 ceremony in New York City on June 18th. The Active Equities Mutual Fund [...]