Emigrant Partners

Emigrant Partners, founded in 2007 and based in New York, is an investment firm specializing in minority investments in wealth, asset, and alternative asset managers. With a team that has over a decade of experience, Emigrant Partners has successfully completed more than 45 transactions in the industry. The firm emphasizes building long-term partnerships and aligning interests with its portfolio companies, focusing on growth and expansion within the financial services sector.

Mark Bruno

Managing Director and Head of Strategic Advisory

Jason Ehrlich

Managing Director and Head of Investments

Liz Nesvold

Chairman and Investment Committee Member

Jennifer Souza

CEO and President

Past deals in Asset Management

Principle Wealth Partners

Private Equity Round in 2025
Principle Wealth Partners LLC is an employee-owned investment advisor firm based in Madison, Connecticut, with additional offices in Westport and Old Saybrook, Connecticut. Founded in 2017, the firm specializes in providing a range of financial services, including retirement planning, investment management, tax, and estate planning. It primarily serves high net worth individuals, pension and profit-sharing plans, as well as corporations and other businesses. The firm employs fundamental analysis to guide its investment strategies, focusing on the public equity market to meet the diverse financial needs of its clients.

Novare Kapital

Private Equity Round in 2025
Novare Capital Management is a privately owned investment management.

Moneco Advisors

Private Equity Round in 2023
Moneco Advisors is a financial planning firm based in Fairfield, Connecticut, specializing in a comprehensive range of services including investment management, retirement planning, tax strategies, insurance services, and legacy planning. The company is committed to providing tailored solutions that empower clients to achieve their financial goals and secure their future. Through its focus on wealth synchronization, Moneco Advisors aims to integrate clients' financial strategies to optimize their overall financial wellbeing.

AUTUS Asset Management

Private Equity Round in 2019
AUTUS Asset Management, LLC is an employee-owned investment management firm located in Scottsdale, Arizona. It specializes in providing tailored investment solutions for high net worth individuals, families, charitable organizations, and various institutional clients, including pension plans and corporations. The firm focuses on managing client-specific portfolios and emphasizes a combination of value and growth-oriented investments across public equity, fixed income, and alternative markets globally. With a commitment to personalized wealth management, AUTUS employs fundamental, technical, and cyclical analyses, bolstered by in-house research, to inform its investment strategies. The firm aims to help clients design well-diversified portfolios that effectively respond to diverse market conditions.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.