Transaction Details

Ulrich Investment Consultants, led by President and Founder John Ulrich, is a wealth management firm founded over a decade ago, serving high-net-worth individuals, families, ERISA plans, and Native American Tribal clients from offices in San Antonio, Texas; Albuquerque, New Mexico; and Spokane, Washington. The firm oversees $1.7 billion in assets under management.

Emigrant Partners, a subsidiary of New York Private Bank & Trust led by Howard Milstein, provides minority investments to independent wealth management firms. The firm has partnered with 19 firms managing approximately $65 billion in aggregate assets, with recent investments including Hollencrest Capital Management, NorthRock Partners, Stratos Wealth Holdings, and Parallel Advisors.