Tech/Small SMA Managing RIA for sale

North America - USA


Sales Price On request
Profits On request
Asking Price On request

We would like to draw your attention to the 12-year-old RIA company, which is located in the Midwest, USA. The SMA Managing RIA for sale was established and has existed ever since in order to manage a separate SMA. This SMA focuses on small investment and investment acceptance for technology development.

Main features and capabilities of this SMA Managing RIA for sale in the USA

As of March 31, 2021, this portfolio of separately managed accounts has a Sharpe ratio of 0.96 and an awareness ratio of 0.85. In addition, if you decide to buy the SMA Managing RIA, you will get a structure with an alpha of 7.88 and a beta of 1.08. The absolute profitability for the annual period, excluding commission payments, is about 22.81%.

Organization and functioning of this structure

The offered SMA Managing RIA for sale is fully matured. The work process is conducted in an extremely disciplined manner. This scheme has been introduced in 2002. The company has 50 shares, with no shorts, derivatives, or margin at all. The manager is completely dedicated to his business, which is also additionally beneficial for this business.

SMA Managing RIA for sale is regularly cited in various respected publications. There are registered federal trademarks, protected and renewed. You, as the new owner, will have access to all records. There is GIPS verification since 2012 and repeated since 2016.

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