PORTFOLIO
NCP targets two to three new investments per year. We seek firms that either have operating/ cash flow margins in excess of 20% or revenue growth of 20% or more annually.
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2020
In the News: Our Portfolio Companies
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Jeff Concepcion’s Stratos Wealth Partners Helps Smaller Advisors Compete on a Larger Scale, Barron's (Sept. 11, 2020)
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How Stratos Can Become an M&A Player, CityWire (Sept. 2, 2020)
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Wells Brokers with $1.9 Million Jump to LPL Affiliate Stratos in Arizona, AdvisorHub (Aug. 18, 2020)
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Coronacrash Update: Stratos Wealth Partners’ Jeff Concepcion & Tony Sirianni, AdvisorHub (Jun. 22, 2020)
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Stratos Wealth acquires minority stake in Brown Wealth Management of San Diego, Crain's Cleveland Business (May 29, 2020)
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Stratos Wealth Holdings Announces Strategic Minority Investment by Emigrant Partners, PR Newswire (Apr. 1, 2020)
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Stratos Wealth Advisors Welcomes GA Investment Management with $400MM In Assets, (Jan. 15, 2020)
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Stratos Wealth Partners Adds $475m Utah Hybrid RIA, CityWire (Dec. 16, 2019)
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Stratos Wealth Advisors Reports 102% Second Quarter Growth, PR Newswire (Jul. 23, 2019)