Pathstone, an Englewood, New Jersey-based registered investment adviser advising on $38 billion in assets, has entered into an agreement to acquire Dyson Capital Advisors, an Alexandria, Virginia-based RIA firm overseeing $3.5 billion.
Terms of the planned acquisition were not disclosed.
Dyson was founded in 2007 by Nicholas Perrins and Scott Darling, who previously ran a single-family office, and were joined by Sarb Shah as a partner in 2013, Pathstone said in a press release.
The acquisition will bring Pathstone’s total assets under advisement to approximately $38 billion. Pathstone will now be in 14 locations with 295 team members, more than 115 of whom are shareholders of the firm.
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