Evoke Advisors completes acquisition of Crescent Bay Advisors to expand RIA and Family Office offerings
Evoke Advisors completes acquisition of Crescent Bay Advisors to expand RIA and Family Office offerings
10/30/24, 2:41 PM
Location
los angelescorona del marIndustry
lending
finance
financial services
real estate
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.
Company Info
Location
Los Angeles, California, United States
Company info
Evoke Advisors, an SEC-registered investment adviser founded in May 2019, currently manages $25.3 billion† in AUM, and was ranked #1 on Forbes' "America's Top RIA firms" list in 2022*, 2023** and 2024.*** Among other service offerings, Evoke, and its team of experienced entrepreneurs and investors, provides holistic and personalized financial planning and discretionary and non-discretionary investment advisory services to a variety of clients.