Autus Asset Management, LLC
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Autus Asset Management, LLC - overview
Established
2001
Location
Scottsdale, AZ, US
Primary Industry
Financial Services
About
Based in Arizona, US, and founded in 2001, Autus Asset Management, LLC, a. k. a. Autus Asset Management operates as a provider of investment management services, such as retirement planning, tax and cost efficiency services, and independent research tailored to clients' needs.
In June 2019, Emigrant Partners acquired a minority stake in Autus Asset Management, LLC. The company provides a wide range of wealth management services, including portfolio analysis and personalized risk assessment, investment policy statement design, wealth forecasting, and retirement planning, as well as tax consultation and cash flow management. Autus Asset Management serves high-net-worth individuals and families.
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services
Verticals
FinTech
Total Amount Raised
Subscriber access only
Autus Asset Management, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Secondary Buyout | Completed | Autus Asset Management, LLC | - |
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