Auda Advisor Associates LLC

Silvercrest Asset Management Group, based in New York, NY, is a premier investment advisor with over twenty years of experience, managing approximately $36.5 billion in assets as of March 31, 2025. The firm boasts a remarkable 98% client retention rate and is dedicated to providing personalized service and quality advice to individuals, families, institutional investors, endowments, and foundations. With a focus on customized investment solutions, Silvercrest partners with clients to address unique financial goals, risk tolerances, and mission objectives. Their expertise spans various areas, including portfolio construction, business succession planning, and estate and tax planning, ensuring clients feel secure and supported in their financial journeys. Generated from the website

Knickerbocker Advisors Inc. is an independent wealth management firm based in New York City, providing fee-only investment counseling, comprehensive financial planning, wealth management, and trust and estate services. With a focus on long-term financial well-being, they offer objective and practical advice to help clients make better financial choices. Their services include investment management, retirement planning, estate and trust planning, cashflow and tax planning, and risk management insurance, ensuring that all financial assets work together holistically to meet clients' goals and increase their financial well-being.Generated from the website

Palladian Capital Partners is a New York-based private equity firm specializing in lower middle market principal investments. Led by a team of experienced professionals, the firm collaborates with existing management teams to build profitable and sustainable businesses, aiming to generate significant returns on capital for management, investors, and other partners. With a focus on control or near-control equity investments, Palladian Capital Partners primarily targets established companies that are cash flow positive, have been operating for at least three years, and generate annual revenues of $10 million or more. Their industry focus areas include business and transaction services, technology and technology services, business process outsourcing, value-added distribution, niche or specialty manufacturing, and selected consumer products.Generated from the website