Rise Growth Partners
Rise Growth Partners is a growth-capital and operating partner focused on registered investment advisers and wealth-management businesses. It seeks significant minority stakes and combines capital with operational guidance, acquisition expertise, recruiting assistance, and support for organic and inorganic growth.
What stands out about Rise Growth Partners
Rise states that it targets high-growth RIAs with approximately $1 billion to more than $5 billion in assets under management and seeks significant minority stakes while helping selected firms develop into national wealth-management platforms.[1][2][3][4][5][8][9][10]
What does Rise Growth Partners invest in?
Rise Growth Partners describes itself as a growth-capital and operating partner that invests in successful wealth-management firms and provides capital, operational expertise, and growth support.
Charlesbank Capital Partners identifies Rise as a current portfolio company headquartered in Austin, Texas, and states that it partnered with the management team to establish Rise in early 2024.[1][2]
Rise seeks significant minority stakes in selected registered investment advisers and aims to help those firms evolve into national wealth-management platforms.
Its stated support model combines growth capital with hands-on operational guidance, acquisition expertise, recruiting assistance, and support for organic and inorganic growth.[3][4]
Owners comparing capital alternatives can review Auxo’s capital advisory services, valuation services, and full-versus-partial sale framework.
What should a business owner evaluate before taking capital from Rise Growth Partners?
Owners evaluating Rise should assess the proposed ownership percentage, governance rights, valuation and consideration, follow-on capital, acquisition approval rights, executive and strategic decision rights, management and advisor equity arrangements, liquidity expectations, and reporting requirements. The cited partner pages do not state several of these transaction-specific terms, including consideration, ownership percentage, and detailed governance rights for the Cyndeo, Krilogy, and Grimes partnerships.
Rise’s stated model combines significant minority capital with operational, recruiting, acquisition, and growth support. Owners can therefore clarify how those resources would be allocated to their firm and how management independence and culture would be addressed in the proposed arrangement.[3][4][8][9][10]
What investment criteria does Rise Growth Partners publicly describe?
Rise focuses on growth-oriented registered investment advisers and wealth-management businesses. Its publicly identified partner companies include OnePoint BFG Wealth Partners, Grimes and Company, Krilogy, and Cyndeo Wealth Partners.[2][7][8][9][10]
Rise’s stated target is high-growth RIAs with assets under management ranging from approximately $1 billion to more than $5 billion.
Its public partner-selection criteria include visionary leadership, a scalable platform, and a growth orientation involving organic expansion and inorganic acquisitions.[4][5]
Rise lists its address as 111 Congress Avenue, Suite 500, Austin, Texas 78701.
Rise states that it aims to help partner RIAs become national wealth-management platforms.[4][6]
Rise’s official OnePoint BFG page identifies the firm’s predecessor, Bleakley Financial Group, as a strategic partnership beginning in August 2024.
Its official Grimes page identifies a minority partnership with Grimes and Company beginning in August 2024. The Krilogy page identifies a minority-stake partnership beginning in October 2025, with a focus on talent development, advisor succession planning, technology, and geographic expansion.
The Cyndeo page identifies a strategic partnership beginning in March 2026, states that Cyndeo manages $3.1 billion in advisory assets, and describes the partnership as Rise’s fourth RIA investment.[7][8][9][10]
Rise’s publicly identified partnership activity includes the Bleakley Financial Group relationship beginning in August 2024, the Grimes and Company relationship beginning in August 2024, the Krilogy relationship beginning in October 2025, and the Cyndeo Wealth Partners relationship beginning in March 2026.[7][8][9][10]
What is not clear from Rise Growth Partners's public materials?
The cited Cyndeo partner page does not state the transaction consideration, Rise’s ownership percentage, financing terms, or detailed governance rights for that partnership.
The cited Krilogy partner page does not state the transaction consideration, Rise’s ownership percentage, or detailed governance rights for the minority-stake partnership. The cited Grimes partner page likewise does not state the transaction consideration, Rise’s ownership percentage, or detailed governance rights for the minority partnership.[8][9][10]
Questions to ask before taking capital from Rise Growth Partners
What ownership percentage and governance rights would Rise seek in the proposed partnership?
How would valuation and transaction consideration be determined?
What follow-on capital and acquisition support would be available?
What approval rights would apply to acquisitions, executive hiring, budgets, and strategic changes?
How would management and advisor equity arrangements be structured?
What investment horizon and liquidity path would apply?
How would Rise’s operating resources, including recruiting, acquisition, technology, and platform support, be allocated to the partner firm?
Sources & research notes
- Official website / firm overview
- Identity / organization record
- Services / capabilities
- Investment strategy
- Company / investment criteria
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
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