Sequoia Financial Group LLC, a wealth management firm, has bought Zeke Capital Advisors LLC, a multi-family office serving individuals, families and foundations.
Zeke, founded in 2008 in Berwyn, Pa., by Edward Antoian, offers investment advice, customized portfolio management, holistic wealth planning, direct investment opportunities and comprehensive services. Led by Antoian and Gee Smith, partner and president, Zeke has more than $5 billion in assets under management and advisement and 28 employees. The deal looks to double the size of Sequoia’s family wealth practice, both in assets under management and in client households.
“Together, we will broaden and deepen Sequoia’s family wealth practice, add to our full-service team of family wealth advisors, and enhance the range of our investment offerings as we expand our role within this strategic market,” comments Tom Haught, Sequoia’s founder and CEO.
Benesch, Friedlander, Coplan & Aronoff LLP served as legal advisor to Sequoia. Cambridge International Partners was financial advisor and Troutman Pepper Hamilton Sanders LLP served as legal advisor to Zeke.