Damian Ornani

Plano-Based Fisher Investments Finalizes $3B Minority Stake Sale, Valuing Firm at Nearly $13B

by | Jan 7, 2025
Fisher Investments—which relocated its headquarters from Washington State to Plano in 2023—said the investment by Advent International and ADIA was part of founder Ken Fisher's long-term estate planning and "ensures the firm's long-term private independence, culture, growth evolution, and devotion to exceptional client service."
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