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Joe Duran on Active Management, Insurance and Following Sheep

Summary by thedailyupside.com
Joe Duran is betting his new venture can turn middling advisory firms into decabillion-dollar Goliaths.  The former Goldman Sachs executive and United Capital CEO launched the wealth management investment firm Rise Growth Partners last year, and announced a minority investment this week in Grimes & Company, a $5.7 billion fee-only RIA specializing in investment management. Grimes creates actively managed custom portfolios that help ultra-high-ne…

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thedailyupside.comthedailyupside.com

Joe Duran on Active Management, Insurance and Following Sheep

Joe Duran is betting his new venture can turn middling advisory firms into decabillion-dollar Goliaths.  The former Goldman Sachs executive and United Capital CEO launched the wealth management investment firm Rise Growth Partners last year, and announced a minority investment this week in Grimes & Company, a $5.7 billion fee-only RIA specializing in investment management. Grimes creates actively managed custom portfolios that help ultra-high-ne…

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Private Banker InternationalPrivate Banker International

Rise Growth Partners invests in Massachusetts RIA Grimes & Company

Massachusetts-based wealth manager Grimes & Company has secured minority investment from Rise Growth Partners, an RIA investing business launched by former United Capital CEO Joe Duran. Financial specific of the transaction remain undisclosed. Founded by Tim Grimes and now led by Kevin Grimes, Grimes manages approximately $5.7bn in assets. The RIA operates in Massachusetts, Texas, Florida, and Nebraska, serving around 3000 households. The partne…

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wealthmanagement.comwealthmanagement.com

Joe Duran’s Rise Growth Makes Second Investment in $5.7B Grimes & Company

Rise Growth Partners will help build Grimes & Company into a national RIA, with plans to add five to six locations over the next couple of years.

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wealthmanagement.com broke the news in on Wednesday, February 19, 2025.
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