Berwyn-based Zeke Capital Advisors has agreed to sell to Sequoia Financial Group in a deal that will create a firm with over $15 billion in client assets, writes Jeff Blumenthal for the Philadelphia Business Journal.
The financial terms of the deal, which is set to close on Feb. 28, were not disclosed.
Zeke was founded by veteran fund manager Edward Antoian in 2008. It is a multifamily office firm that offers generational family wealth management to clients that include individuals, families, and foundations. The firm has over $5 billion in assets under management and advisement.
After a “thorough search for the right partner, Sequoia emerged as the ideal firm to support Zeke’s mission of serving multi-generational families,” said Antoian.
Read more about Zeke Capital Advisors in the Philadelphia Business Journal.
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