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CAPTRUST Acquires Pacific Sage Partners

CAPTRUST Acquires Pacific Sage Partners

AcquisitionFinancial ServicesUS

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Pacific Sage Partners logo
Acquired

Pacific Sage Partners

United StatesFinancial Services

Undisclosed amount

November 3, 2026

CAPTRUST logo
Acquirer

CAPTRUST

Investment Management,Financial Services,Investment Banking

CAPTRUST has acquired Pacific Sage Partners, according to a Wealth Solutions Report deals and recruiting roundup cited by the source. The purchase price was not disclosed in the sources.

Pacific Sage Partners is led by Founder and CEO Mark Anderson. Its eight-person team will adopt the CAPTRUST brand, the roundup said.

No further terms, closing date, advisers or financial details were provided in the source material.

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