NEW YORK, March 8, 2018 /PRNewswire/ -- On Thursday, March 1st, Third Seven Capital Advisors ("TSCA"), a privately held, national investment advisory firm welcomed SB Investment Partners, a multi-family office based in Boston, MA as the second firm to join TSCA in the past month.
"Our value proposition is resonating with advisors from all channels," said Amit Dogra, President of TSCA. "Advisors recognize the value of a curated, direct investing platform through our Investment Bank, Third Seven Capital (TSC), coupled with TSCA's growth services to attract high net worth & ultra-high net worth clients as a unique offering."
"The TSC/TSCA companies offered something that I wasn't finding in the marketplace," noted Shuvam Bhaumik, Managing Director of SB Investment Partners Family Office. The idea of forming my own RIA, building out our multi-family office platform and conducting due diligence on private investment opportunities, while trying to grow my business, was a lot to take on. By partnering with TSC/TSCA, I have access to their due diligence team, Investment Bank, and expertise that I couldn't form on my own. I can now leverage the existing TSC/TSCA relationships and services to attract more client assets."
SB Investment Partners Family Office was founded in 2013 by Shuvam Bhaumik as a single-family office, and now is a multi-family office that manages $575 million in total client assets.
With its latest addition, TSCA has added $775 million of assets under management in less than three months. On February 13, 2018 the Firm announced that John Terrill of Synergy Advisors Group (Synergy) was the first advisor recruited to join the New York-based RIA firm. Synergy, founded in 2010, manages more than $200 million in client assets (AUM) with a five-person team in Oklahoma City.
About Third Seven Capital Advisors
Third Seven Capital Advisors is a privately held, national investment advisory firm, built with a client first culture. We are conflict free, independent, and focused on providing all the wealth management services advisors and clients need. But that's not what makes us different.
- We believe in putting "the investments" back in investing
- We believe human interaction, not a robo solution, is the best way to invest and achieve your life and wealth management goals
- We believe in value creation for clients and advisors
What makes us different is what makes us better.
Visit our website for more information: www.tscapadvisors.com.
Also visit Third Seven Capital Advisors on social media:
-- LinkedIn: https://www.linkedin.com/company/11207225/
-- Twitter: @TSCAPADVISORS
Third Seven Capital Advisors
SOURCE Third Seven Capital Advisors