Limestone Strategic Partners was founded to bridge a crucial gap for boutique and emerging RIAs and asset managers, ranging from startup to $2 billion in AUM. After years of leadership in wealth management and private equity, I saw firsthand how smaller firms often lack access to strategic support because they can’t afford full-time executive roles. That’s why we created Limestone—to provide high-level, fractional support that helps growing firms execute their vision without the overhead of a full-time hire.
Our mission is to partner with boutique and emerging RIAs and asset managers who are driven to grow but need strategic-minded manpower to get there. We act as an extension of your team, delivering the expertise and leadership needed for growth areas like M&A, scaling operations, and long-term strategic planning. Our fractional approach allows firms to gain the same executive-level insights without committing to the cost of a full-time executive, ensuring your growth is both strategic and sustainable.
At Limestone Strategic Partners, we believe that growth isn’t just about adding assets—it’s about doing so in a way that preserves your firm’s unique identity and values. We help boutique and emerging firms create a strategic plan for long-term success, ensuring that as you grow, you do so with purpose, direction, and the right tools to thrive in an increasingly competitive landscape.