The latest advisory firm to join tru Independence's $9 billion independent advisory growth platform is Seven Mile Advisory, a multifamily office in the New York City area that advises on more than $1 billion in assets, the companies said Wednesday
The addition of Seven Mile expands tru's presence in the Northeast.
Seven Mile serves ultra-high-net-worth investors including business owners, private equity and real estate investors and operators, professional athletes and entertainers.
Seven Mile has been run by Pamela Perskie, its CEO and founder, along with Keith Feinberg, its chief operating officer and wealth strategist, and Emily Herrup and Nicole Bellefeuille, its vice presidents and client advisors.
"Pam and her team go way beyond portfolio management as a value-add, creating bespoke planning solutions and innovative ways to solve clients' needs," according to Amit Dogra, tru president and COO.
After a wide-ranging search for a partner firm, Perskie and her team at Seven Mile "appreciated tru's commitment to serving as the fiduciary to fiduciary advisors, as well as its proven history in serving advisors with UHNW clients," according to the companies.
