Marino Partners Represents Citrin Cooperman in the Formation of Apexium Financial LP®
WHITE PLAINS, N.Y., Aug. 17, 2016 /PRNewswire/ -- Marino Partners LLP, a financial services and corporate law firm, represented Citrin Cooperman Financial Advisors, L.P., in the structuring and formation of a new independent Registered Investment Advisory firm, Apexium Financial LP® ("Apexium"). Apexium brings together the forces of Citrin Cooperman Wealth Management, LP ("CCWM") and Capstone Wealth Management LLC® ("Capstone"). Capstone was an independently owned and operated wealth management firm located in Manhattan, New York. CCWM has offices in Manhattan, NY; White Plains, NY; Norwalk, CT; Livingston, NJ; Philadelphia, PA; and Bethesda, MD. Apexium, will manage over $550,000,000 in client assets. Apexium will offer private wealth management, investment advisory services, and estate, business, and personal financial planning. Insurance products and solutions will be offered through an affiliated entity, Apexium Insurance LP. Apexium's primary offices are located in Manhattan, NY; White Plains, NY; and Philadelphia, PA. Apexium and CCWM, which remains an ongoing concern, are affiliated with the accounting firm of Citrin Cooperman.
"We are proud to provide guidance and advice to Citrin Cooperman and Apexium in structuring this venture from a business and regulatory perspective, obtaining necessary regulatory registration and licenses, and in building out the RIA operations and procedures. This is an exciting opportunity for all of the Apexium principals and our firm," said Paul Marino, founding partner of Marino Partners. Mr. Marino and Robert Cromwell served as co-lead counsel, together with Nicholas Federici and Caitlin Harrison. Alexandra Lyras served as lead compliance-and-regulatory counsel.
About Marino Partners LLP
Marino Partners LLP is a boutique financial services and corporate law firm located in central Westchester County, New York. The firm's clientele consists of family offices, venture capitalists, hedge and private equity funds, technology companies, banks and closely held corporations, as well as Fortune 100 corporations. The firm also offers complete estate planning services to individuals who demand the highest level of personal attention and seek cutting-edge advice on how to preserve assets and minimize tax liabilities. For more information please visit www.marinollp.com.
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Franca Bruno
Marino Partners LLP
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SOURCE Marino Partners LLP
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