US Capital Partners Opens New Wealth Management Division
San Francisco-based private investment bank sets up US Capital Wealth Management, LLC.
SAN FRANCISCO, OCTOBER 2016 – US Capital Partners Inc., a private investment bank headquartered in San Francisco, has announced today that it has opened a new wealth management division, US Capital Wealth Management. This follows the signing of an operating agreement between alternative asset manager US Capital Investment Management, LLC and San Francisco-based independent wealth manager Delta Investment Management, LLC.
Left to right: Nicholas Atkeson, Patrick Steele, and Andrew Houghton of US Capital Wealth Management.
Seasoned wealth managers Nicholas Atkeson and Andrew Houghton, the founding partners of Delta Investment Management, will head US Capital Wealth Management as Managing Directors. With over 20 years of industry experience each, Atkeson and Houghton specialize in providing thoughtful, independent wealth management solutions to enable clients to build and protect their wealth.
Before founding Delta Investment Management, Atkeson and Houghton each served as a partner and portfolio manager at Delta Force Capital, a quantitative hedge fund based in San Francisco. Industry thought leaders with top-tier institutional experience in equity, option, and debt investing, Atkeson and Houghton are co-authors of Win By Not Losing, published by McGraw Hill.
Jeffrey Sweeney, Chairman and CEO at US Capital Partners and Managing Partner at US Capital Investment Management, said: “It is both an honor and pleasure to welcome the Delta Investment Management team of Nicholas Atkeson and Andrew Houghton to the US Capital Partners family. We honor their values of client-centric service, innovation, and intelligent execution, which we share. They have a proven record of solving the puzzle of wealth preservation and wealth growth in today’s opportune but uncertain investment climate.”
“We are delighted to be working on the US Capital Partners Wealth Management team as our combined capabilities create a robust wealth management solution for clients,” said Atkeson. “From $4 billion worth of deal flow reviewed each year, US Capital Wealth Management will be offering only the best-of-the-best investment opportunities to its clients, with a focus on personalized service and mitigation of the risks inherent in investing. Our mission is to provide clients with exceptional wealth management service with the appropriate balance of growth and protection that best serves their long-term investment objectives.”
About US Capital Partners Inc.
US Capital Partners is a full-service private investment bank that makes direct debt and equity investments between $500,000 and $100 million, participates in debt facilities, and has very wide distribution for debt and equity private placements. US Capital Investment Management, LLC, the firm’s private investment and asset management division, leverages a significant track-record of successful investments in small and medium-sized businesses. The division offers investors access to proprietary direct lending and growth equity opportunities through its family of funds and investment vehicles.