Evoke Advisors completes acquisition of Crescent Bay Advisors to expand RIA and Family Office offerings
Acquiring Company
Evoke Advisors
Acquired Company
Crescent Bay Advisors
Los AngelesCorona Del MarFinancial ServicesFinanceLendingReal EstateDescription
Evoke Advisors, a $25.3 billion SEC-registered investment advisory firm, has strategically acquired Crescent Bay Advisors, a multi-family office. This acquisition enhances Evoke's current service offerings, enabling the firm to provide a full range of family office services to their clients, which include ultra-high net worth families and individuals. The combined firm is headquartered in Los Angeles with additional office locations in Orange County, California, and West Palm Beach, Florida.
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Who to call at Evoke Advisors, and when
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Frequently asked
Who acquired Crescent Bay Advisors?
Crescent Bay Advisors was acquired by Evoke Advisors, based in Los Angeles. The deal was reported on October 30, 2024. Evoke Advisors is privately held and operates in Financial Services.
When did Evoke Advisors acquire Crescent Bay Advisors?
Evoke Advisors's acquisition of Crescent Bay Advisors was reported on October 30, 2024. Evoke Advisors, a $25.3 billion SEC-registered investment advisory firm, has strategically acquired Crescent Bay Advisors, a multi-family office. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Crescent Bay Advisors do?
Crescent Bay Advisors was founded in 2009 as a multi-family office with a mission to serve the unique needs and challenges of ultra-high-net-worth individuals and families. It is privately held, operating in Real Estate, and is based in Corona Del Mar.
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