Upstart RIA uses access to alternatives to recruit advisers
Third Seven Advisors leverages its own investment bank
NEW YORK, June 28, 2018/Investment News/ -- Third Seven Advisors, which has absorbed two advisory practices for a total of nearly $800 million in assets under management since its January launch, on Thursday announced an ownership stake in a company that specializes in international investment transactions. Learn more.
Third Seven Group acquires stake in UDIS Capital Partners
NEW YORK, June 28, 2018 /PRNewswire/ -- Third Seven Group LLC, an investment bank (Third Seven Capital) and registered investment advisory firm (Third Seven Advisors), today announced that it acquired a stake in boutique investment management consultancy UDIS Capital Partners ("UDIS") and ... Learn more.
AMIT DOGRA, PRESIDENT THIRD SEVEN CAPITAL ADVISORS, SPEAKING ON WHY ADVISORS ARE MOVING TO FIRMS LIKE THIRD SEVEN CAPITAL ADVISORS
April 9, 2018 /FinancialPlanning | OWS/ --It doesn't matter if you're at an RIA, an IBD or a wirehouse, Advisors want more and expect more. Advisors want more and expect more. They want a commitment that they won't be replaced by technology, that they can be excited by investing again and that they'll have value added to their business no matter where they are in their life cycle. Learn more.
THIRD SEVEN CAPITAL ADVISORS ADDS SECOND FIRM IN LESS THAN A MONTH WITH ADDITION OF SB INVESTMENT PARTNERS, A $575 MILLION MULTI-FAMILY OFFICE
-TSCA GROWTH NOW STANDS AT $775 MILLION AUM TO DATE IN 2018
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. Learn more.
AN INVITATION TO THIRD SEVEN CAPITAL ADVISORS WEALTH MANAGEMENT 2.0
Join us on Tuesday, February 27 in Philadelphia and learn about the next generation RIA Firm focused on investing, people and true value creation. Learn more.
THIRD SEVEN TAPS EX-HIGHTOWER MANAGING DIRECTOR TO JUMP-START ROLL-OUT INITIATIVE
Feb 13, 2018/RIABiz/ —Third Seven Capital Advisors LLC, a New York-based investment advisor with national ambitions, has signed on Amit Dogra, HighTower Advisors LLC's former head of advisor growth and development, as its president. See: HighTower closes $450-million deal that ups advisor stake, inks deal with Elliot Weissbluth. Learn more.
THIRD SEVEN CAPITAL ADVISORS ADDS $200 MILLION SYNERGY ADVISORS GROUP
NEW YORK Feb 13, 2018/PRNewswire/ —Third Seven Capital Advisors ("TSCA"), a privately held, national investment advisory firm, today announced that John Terrill of Synergy Advisors Group (Synergy) is the first advisor recruited to join the New York-based RIA firm. He officially joined TSCA on Friday February 9, 2018. Learn more.
EXCITING NEWS ABOUT THIRD SEVEN CAPITAL ADVISORS
Feb 7, 2018/ Financial Advisor IQ —TSCA President Amit Dogra and CEO Richard Hillson talk about the next generation RIA firm focused on curated direct investing, advisors over robo and true value creation. Learn more.
THIRD SEVEN CAPITAL ADVISORS APPOINTS AMIT DOGRA PRESIDENT
NEW YORK, February 1, 2018 /PRNewswire/ — Third Seven Capital Advisors (“TSCA”), a privately held, national investment advisory firm, has strengthened its leadership team with the appointment of Amit Dogra as President. Read More.