Troutman Pepper Locke Counsels Bogart Wealth in Minority Investment From Constellation Wealth Capital
January 24, 2025
January 24, 2025
PHILADELPHIA, Pennsylvania, Jan. 24 -- Troutman Pepper, a law firm, issued the following news:
Troutman Pepper Locke client Bogart Wealth, an award-winning, independent wealth management and registered investment advisory firm with over $3 billion in assets under advisement, including $2.7 billion of assets under management, recently announced that it has closed on a minority, long-duration investment from Constellation Wealth Capital (CWC), a long-term strategic investor that provi . . .
Troutman Pepper Locke client Bogart Wealth, an award-winning, independent wealth management and registered investment advisory firm with over $3 billion in assets under advisement, including $2.7 billion of assets under management, recently announced that it has closed on a minority, long-duration investment from Constellation Wealth Capital (CWC), a long-term strategic investor that provi . . .