Soltis Advisors Announces Capital Partnership with Estancia Capital Partners and LLR Partners to Accelerate Growth and Enhance Service Offerings
ST. GEORGE, Utah--(BUSINESS WIRE)-- Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser with more than $9 billion of client assets, today announced the company has entered into an agreement with Estancia Capital Partners (“Estancia”) and LLR Partners (“LLR”) for an investment to help support the firm’s next phase of [...]
North Square Investments Completes the Adoption of Evanston Alternative Opportunities Fund
Chicago, IL (May 23, 2024) – North Square Investments (North Square), a multi-boutique asset manager with a range of equity, fixed income and multi-strategy product offerings, announced it had completed the adoption of the North Square Evanston Multi-Alpha Fund. Previously named the Evanston Alternative Opportunities Fund, under terms of [...]
North Square Again Named One of Chicago’s 25 Largest Money Managers
Chicago, IL (April 17, 2024) – North Square Investments has again been named to Crain’s Chicago Business’ list of 25 largest money managers, ranking 25th by total assets of $11.1 billion under management (AUM) as of December 31, 2023, according to Crain’s Chicago Business. The year 2023 marked the [...]
North Square Investments Acquires Patterson Capital Corporation Through Its CS McKee Affiliate
Chicago, IL (April 1, 2024) – North Square Investments announced it has completed the acquisition of Patterson Capital Corporation, an independently owned fixed income investment adviser in Los Angeles, California, through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and CEO of North [...]
Dechert Advises Estancia Capital Partners on Cross-Border Investment in Flagstone, a Leading UK Cash Deposit Platform
Dechert is advising Estancia Capital Partners, a US financial services specialist private equity firm with deep expertise in the cash management market, on its £108 million cross-border minority investment in Flagstone, a fintech company based in London that is a leading UK cash savings platform. Serving a customer base [...]
North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2024 Winner
Chicago, IL (March 18, 2024) – The North Square Preferred and Securities Income Fund (ORDNX) has been named a LSEG Lipper Fund Awards USA 2024 Winner for its consistently strong risk-adjusted three-, five-, and 10-year performance relative to its peers in the Best Flexible Income Funds classification, Lipper has [...]