Karl Heckenberg files with SEC to raise a staggering $1 billion, (presumably) to buy, buy, buy RIA stakes in a 'crowded' market
The former CEO and president of Emigrant Partners has launched the Constellation Wealth Capital Fund with a ten-figure funding target.
Author Lisa Shidler August 18, 2023 at 3:56 AM
Brooke Southall and Keith Girard contributed to the editing of this article.
Matt
August 19, 2023 — 3:57 PM
Matt Crow is Mark Twain of the wealth management industry, hilarious
Christian
December 31, 2023 — 9:35 PM
Very much enjoyed this recap and outlook and agree with many of your observations.
Separately, does anyone know where we can get a copy of the new Mark Hurley whitepaper?
Related Moves
Emigrant Bank 'doubles down' to send Mark Hurley packing and fire up Fiduciary Network, its RIA deal machine
The billionaire-owned New York bank eschewed the quick buck of a top-of-market sale to bet Karl Heckenberg can make Fiduciary Network function even better as its new CEO
