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Snowden Lane Partners, Estancia Capital Partners Secure Extended $50 Million Credit Facility

Jun 07, 2022•over 3 years ago

Amount Raised

$50 Million

Description

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, and one of the fastest-growing RIAs in the category, together with Snowden Lane’s majority investor, Estancia Capital Partners (“Estancia”), today announced that Snowden Lane secured an expanded $50 million credit facility from ORIX Corporation (“Orix”). This marks the second time Snowden Lane expanded its Orix relationship since securing an initial facility in 2018.

Company Information

Company

Snowden Lane Partners

About

Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net-worth individuals, families, and institutional clients. The firm is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Managers, Rob Mooney, Managing Partner & CEO, and Greg Franks, Managing Partner, President & COO, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership. Snowden Lane is headquartered in New York City and operates an SEC registered investment adviser and a broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. Snowden Lane further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors. For more information about Snowden Lane, please visit www.snowdenlane.com.

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