Capital, a Chicago-based wealth adviser set up by a former
executive at Goldman Sachs, ranks as the best specialist wealth
advisory boutique in the US, according to a new
compilation.
S4 manages an average of $121.8 million per client, the highest
figure among more than 400 advisers tracked in a new survey by
Wealth Manager, a US industry magazine.
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Wealth Manager’s rankings measure firms that cater for the truly
wealthy client and tracks advisers who manage the highest assets
per client. The rankings exclude banks, broker/dealers and trust
companies.
For 2007, median assets per client across the firms in the rankings
grew to $1.4 million, up from $1.2 million the previous year.
These smaller advisers refrain from becoming wealth supermarkets,
concentrating instead on remaining relatively small, Wealth Manager
noted. For example, the median number of client relationships is
158, while the median for professional client advisers is
four. To qualify for the rankings, firms must be registered
investment advisers and at least one-half their clients must be
high net worth individuals.
S4 Capital describes itself as a multi-strategy investment
supervision adviser focused on a select clientele consisting of
the wealthiest US
families and private organisations. Its mission, S4 Capital says,
is to serve as “chief investment officer” for clients.
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By GlobalDataIts CEO is Sharath Sury, a former executive at Goldman Sachs, where
he advised a niche group of ultra-wealthy clients representing
several billion dollars in investment assets.
