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Fisher Investments Finalizes Strategic Partnership with Advent and ADIA for $3 Billion Investment

Jan 07, 2025•over 1 year ago

Contract Type

partnership

Financial ServicesFinanceVenture Capital

Description

Fisher Investments has completed a strategic partnership with Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA), involving a $3 billion minority common stock investment. This partnership allows founder Ken Fisher to maintain majority controlling interest and ensures long-term private independence, culture, and client service.

Company Information

Company

Advent International and ADIA

About

Fisher Investments is a privately held investment adviser, wealth, and asset management firm based in PLANO, Texas. The company manages over $275 billion for over 150,000 clients globally, including 120,000 US private clients and 185 of the world's largest and most well-known institutional clients. Fisher Investments has substantial international institutional and high net worth operations, serving over 30,000 private clients across 16 countries and offices on four continents.

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Strategic

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
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Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

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