Cadence Capital Management

Cadence Capital Management is a Boston based investment management firm specializing in actively managed domestic equities. The Company was founded in 1988 with $20 million of seed capital from Pacific Mutual Life Insurance Company. In 2005, the Company’s employees acquired their firm with a capital infusion from Rosemont Capital. Cadence Capital Management is now an independent, majority employee-owned investment management firm. Cadence has a tenured and experienced management team with a proven track record, as well as a customer services program that has helped the company grow to over $5 billion in assets under management.

STATUS

Exited

HQ LOCATION

Northeast

INDUSTRY

Business Services

FUND

Legacy Fund

DEAL TEAM

Stephen J. Gurgovits, Jr., CPA, CFA, Matt Harnett, and Tyson Smith

INVESTMENT DATE

12/01/2010