United Capital

United Capital

United Capital was an Independent Registered Investment Advisor with over $15 billion in AUM across 70+ offices nationwide. The company primarily focused on households with $500k-$5M in net worth. The company was founded in 2005 and based in Newport Beach, CA. In 2019, United Capital was acquired by Goldman Sachs.

Date of Investment: October 2013
Exit Date: July 2019
Exit Type: Strategic Sale to Goldman Sachs
Sageview Contact(s):

Sageview Value-Add

  • Human Resources

    • Recruited senior management and directors
  • M&A

    • Introduced largest acquisition via Sageview network
    • Redeveloped acquisition model