Captrust acquires $107 billion competitor
The deal for Portfolio Evaluations of New Jersey is Captrust’s 54th acquisition since 2006.
Captrust Financial Advisors, a Raleigh, North Carolina-based retirement plan specialist that manages and oversees $745 billion in assets, has acquired Portfolio Evaluations Inc., a Warren, New Jersey-based retirement firm managing $107 billion in assets.
Portfolio Evaluations was founded in 1992
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