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Wealthspire Advisors LLC (subsidiary of NFP Corp, owned by Madison Dearborn Partners) — Institutional Investor Profile | Buyside Digest

Wealthspire Advisors LLC (subsidiary of NFP Corp, owned by Madison Dearborn Partners)

Institutional Investor

Value

—

Stocks

0 Stocks

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

N/A

About Investor

Wealthspire Advisors LLC is an SEC-registered investment adviser providing wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives. The firm has expanded through multiple acquisitions since 2015, including Private Ocean LLC, and is headquartered in New York City operating as a fiduciary duty organization. The firm is led by CEO Mike LaMena and President Eric Sontag, and operates as a subsidiary of NFP Corp, which was acquired by Madison Dearborn Partners in a $2.7 billion transaction. The organization employs approximately 1,200 professionals across more than 40 offices nationwide.

Investor Philosophy

Investment philosophy details pending verification.

Wealthspire Advisors LLC (subsidiary of NFP Corp, owned by Madison Dearborn Partners) Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Shares	Weight	Chg Shares	% Chg
Global Strategy & Macro Focus — Non-13F Equity Manager Wealthspire Advisors LLC (subsidiary of NFP Corp, owned by Madison Dearborn Partners) operates primarily in global macro instruments, foreign exchange, sovereign debt, or private concentrated strategies that fall outside standard U.S. SEC Form 13F equity reporting thresholds.

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Sector	Stocks	Value	Exposure
No sector exposure available.