Emigrant Partners, a unit of New York Private Bank & Trust, has made a minority investment in Ulrich Investment Consultants, a San Antonio-based registered investment adviser managing $1.7 billion.
Ulrich, which has offices in Albuquerque, New Mexico, and Spokane, Washington, serves high-net-worth individuals and families, as well as ERISA plans and Native American tribal clients.
Emigrant and its affiliate Fiduciary Network currently have stakes in 19 firms overseeing approximately $65 billion in aggregate assets under management and assets under administration.
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