North Square made a business out of the least romantic part of asset management: getting good strategies onto advisers’ shelves. Eight years, several acquisitions and $4.05 billion in retail fund assets later, its distribution machine belongs to Azimut.
Wasson Enterprise is a 16-person family office with an operator's reflex: write the check, open the network, then help with the awkward work of growing. Its portfolio stretches from pharmacy automation to recycled plastic, but the common product is practical leverage.