Acquiring Company
Apollon Wealth Management
Acquired Company
C.J. Lawrence
CharlestonNew YorkFinanceLendingFinancial ServicesAngel InvestmentDescription
Apollon Wealth Management has acquired C.J. Lawrence, marking its entry into the New York market. The deal involves C.J. Lawrence, which manages roughly $400 million in client assets. Post-acquisition, C.J. Lawrence will operate as an investment management division under Apollon. Bernhard Koepp continues to lead the team in his new roles.
Quick answer
Apollon Wealth Management is acquiring C.J. Lawrence, announced March 4, 2025. Apollon Wealth Management is based in Charleston, South Carolina, United States.
- How much did Apollon Wealth Management pay for C.J. Lawrence?
- The deal value was not disclosed.
- What does Apollon Wealth Management do?
- Apollon Wealth Management is a South Carolina RIA with roughly $9bn in assets under management.
- Where are Apollon Wealth Management and C.J. Lawrence based?
- Apollon Wealth Management is based in Charleston, South Carolina, United States. C.J. Lawrence is based in New York, New York, United States.
- Who are the decision-makers at Apollon Wealth Management?
- Fundz holds 1 contact at Apollon Wealth Management. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Apollon Wealth Management, and when
When Apollon Wealth Management changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Apollon Wealth Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Apollon Wealth Management, from your own LinkedIn network
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Frequently asked
Who acquired C.J. Lawrence?
C.J. Lawrence was acquired by Apollon Wealth Management, based in Charleston. The deal was reported on March 4, 2025. Apollon Wealth Management is a South Carolina RIA with roughly $9bn in assets under management. The company was launched in 2018 and has a longstanding presence in Mount Pleasant. Apollon Wealth Management is privately held and operates in Finance.
When did Apollon Wealth Management acquire C.J. Lawrence?
Apollon Wealth Management's acquisition of C.J. Lawrence was reported on March 4, 2025. Apollon Wealth Management has acquired C.J. Lawrence, marking its entry into the New York market. The deal involves C.J. Lawrence, which manages roughly $400 million in client assets. Post-acquisition, C.J. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does C.J. Lawrence do?
C.J. Lawrence is a New York based investment management boutique providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates back to 1864, C.J. It is privately held, operating in Financial Services, and is based in New York.
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