Seward & Kissel advises Emigrant Partners on its Strategic Minority Investment in Pure Financial Advisors, Inc.

June 1, 2020

On May 27, 2020, Pure Financial Advisors, Inc. announced that Emigrant Partners has acquired a minority stake in the firm. Seward & Kissel was pleased to represent Emigrant Partners in connection with this investment management industry transaction.

Pure Financial Advisors is a fee-only registered investment advisor, that currently manages over $2.4 billion of client assets, with offices in San Diego, Orange County and Los Angeles, California. New York-based Emigrant Partners makes non-voting minority investments in wealth, asset and alternative asset management firms, and together with its affiliate Fiduciary Network is currently partnered with 17 firms overseeing more than $50 billion in aggregate AUM and AUA. Its affiliate Emigrant Bank is the largest privately-held, family-owned and operated bank in America.

Seward & Kissel LLP ( is a leading New York law firm, originally established in 1890, offering legal advice emphasizing business, financial and commercial law and related litigation. The firm’s Business Transactions Group handles middle-market M&A, private equity, venture capital and joint venture transactions involving a wide variety of industries. The firm is ranked as Highly Regarded for Corporate/M&A by Chambers USA and is recommended by The Legal 500 in the middle-market M&A category, stating that Seward & Kissel “advises on market-leading transactions within the industries where the firm has an international reputation, namely investment management and shipping” and “also handles complex middle-market deals in the media industry and international sell-side M&A.”

The company’s press release describing this transaction can be viewed by clicking here.