Alternative asset manager Ares is buying a minority stake in EP Wealth, a registered investment advisor with roughly $40 billion in assets under management. The move is part of a broader fundraising push by EP, which is also raising debt as it seeks to pursue more mergers and acquisitions. This is the first time Ares has publicly announced an equity investment in an RIA, though the firm has previously provided debt financing to wealth managers.
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Ares Management to Buy Minority Stake in EP Wealth
Published 1 month ago
Sep 30, 2025 at 5:55 PM
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