Evoke Advisors Acquires Crescent Bay Advisors to Create Comprehensive RIA and In-House Family Office Firm | PR Newswire [Video]

, /PRNewswire/ — Evoke Advisors (“Evoke”), a $25.3 billion^† registered investment advisory firm, announced the strategic acquisition of the business of Crescent Bay Advisors (CBA), a multi-family office. The acquisition will enhance Evoke’s current service offerings and allow the firm to provide a full range of family office services to their clients, which include ultra-high net worth families and individuals. The combined firm is headquartered in Los Angeles with additional office locations in Orange County, California, and West Palm Beach, Florida.

Evoke’s Co-Founder and Managing Partner, David Hou, commented: “Our mission since the founding of Evoke has been to create a client-focused organization. The acquisition of CBA supports this mission by adding a Family Office Services team that provides a customized and fully integrated client experience. We are confident, based on our long history with the partners of CBA, that their expertise and quality of service will seamlessly integrate with Evoke’s services to support the full range …