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Sequoia Financial Buys Connecticut Firm With $405M In AUM

  • Writer: Generational Marketer
    Generational Marketer
  • Jul 31, 2024
  • 1 min read

Sequoia Financial Group today announced that it has acquired Karpas Strategies, a Litchfield, Conn.-based independent investment manager with $450 million in assets under management, according to a news release.


The transaction closed today. Financial terms were not disclosed. Karpas Strategies, the second New England location for the Akron, Ohio-based Sequoia, will become part of Sequoia Financial's Sequoia Sentinel Family Office.


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