About This Deal

Affiliated Managers Group acquired Fremont Investment Advisors, a transaction completed in January 2005, structured as cash (terms not disclosed). The deal was a Asset investment.

Fremont Investment Advisors operates in No-load mutual funds, is based in San Francisco, CA. AMG acquired approximately $3 billion of assets under management from Fremont Investment Advisors, Inc. - the Fremont Funds family of twelve no-load mutual funds - which were brought onto its Managers platform (closed January 2005).

Consistent with AMG's partnership model, the Affiliate's management retains equity and operating autonomy while AMG provides permanent capital, global distribution and strategic resources.

Deal Terms

Acquirer
Affiliated Managers Group
Target
Fremont Investment Advisors
Value
Not disclosed
Date
January 2005
Type
Asset investment
Status
Ready

Transaction Details

Target HQ
San Francisco, CA
Segment
No-load mutual funds
Structure
Cash (terms not disclosed)
Announced
January 1, 2005
Closed
January 1, 2005

In Their Words

we acquired approximately $3 billion of assets under management from Fremont Investment Advisors, Inc. ("FIA").Affiliated Managers Group, FY2004 Form 10-K

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

See how Top Bucket AI works for your firm

Request Demo
Top Bucket AI Research

Stay ahead of private markets

Research and market intelligence for private-markets professionals.

✓

You're subscribed.

Thanks for signing up.