United Captial Fiancial Partners Overview

Financial ServicesCompany

Is United Captial Fiancial Partners PE-backed?

Yes. United Captial Fiancial Partners is owned by private equity investor Goldman Sachs Merchant Banking.

Was United Captial Fiancial Partners formerly PE-backed?

Yes. United Captial Fiancial Partners was formerly owned by 1 private investor.

Where is United Captial Fiancial Partners headquartered?

United Captial Fiancial Partners is headquartered in Newport Beach, California.

What sector is United Captial Fiancial Partners in?

United Captial Fiancial Partners is a financial services company.

United Captial Fiancial Partners

United Captial Fiancial Partners, Inc.

500 Newport Center Drive, 2nd Floor ,
Newport Beach, California 92660
United States,
(949) 999-8500
www.unitedcp.com

United Captial Fiancial Partners is a nationwide financial planning firm with over $8 billion in assets. It employs a transformational acquisition strategy that targets small to mid-sized independent RIAs and broker dealers. United Captial Fiancial Partners is based in Newport Beach, California.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

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