Current Investments Kestra Financial, Inc.

Home Point

Fund: Trident VI
Investment Date: June 2016
Sector: Broker-Dealer; Wealth Management


Kestra Financial provides a leading independent advisor platform that empowers sophisticated independent financial professionals, including traditional and hybrid registered investment advisors (RIAs), to prosper, grow and provide superior client service. The company, which is based in Austin, Texas, supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Trident VI acquired its interests in Kestra in June 2016.