Mercer Global Advisors has acquired CCP Inc., a registered investment adviser in Chicago that manages $140 million.
The firm is owned by Steve Roberts, who will be joining an existing Mercer office in Chicago along with Carin Pankros Roman and the entire CCP staff. Terms of the acquisition were not disclosed.
Like Mercer Advisors, CCP was founded in 1985. In 2009, Mr. Roberts became its owner, president and chief compliance officer.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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