Emigrant takes stake in $1.7 billion Texas RIA

Emigrant takes stake in $1.7 billion Texas RIA
Ulrich Investment Consultants in San Antonio will retain control
JAN 04, 2021

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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