("ISS") regarding the Company’s amended financing transactions (the "Amended Transactions") with Conversant Capital LLC (together with its affiliates, "Conversant"). (together with its affiliates, "Ortelius" or "we"), which owns approximately 12.7% of the outstanding common stock of Capital Senior Living Corporation (NYSE: CSU) ("Capital Senior Living" or the "Company"), today responded to the recommendation issued by Institutional Shareholder Services, Inc. NEW YORK, October 11, 2021-( BUSINESS WIRE)-Ortelius Advisors, L.P. Urges Stockholders to Protect Their Investment from Punitive and Unnecessary Dilution by Voting AGAINST the Amended Transactions at the October 22 nd Special Meeting The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.Underscores that Ortelius and Others have Attempted to Engage with the Company Regarding Alternative Financing Solutions, but the Board Signed Away its Fiduciary Out and Remains Legally Prevented from Discussing Alternatives Until the Conversant Deal is Voted Down There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Not review the ongoing performance of any RIA/IAR, participate in the management of any user’sĪccount by an RIA/IAR or provide advice regarding specific investments Platform based on information gathered from users through our online questionnaire. Investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching Services are limited to referring users to third party registered investment advisers and/or Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology,
Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc. With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Special treatment or consideration in SmartAsset’s profiles.
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Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive no To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data compiled from the SEC and The company's main office is located at 450 Park Avenue, New York, New York 10022. The average financial advisor at Ortelius Capital Partners administers about two client accounts, making it one of the most personalized firms in the country. The firm's typical account size is $27.6 million. Discretionary management means that an investment advisor has the discretion to make transaction decisions for the client's account without needing client authorization.
Ortelius Capital Partners oversees all of the firm's client assets on a discretionary basis. Securities are exchangable fiscal assets like options, bonds and stocks. Ortelius Capital Partners is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. The firm has a small team, including 3 financial advisors. Ortelius Capital Partners controls $193.1 million in assets over seven accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). Ortelius Capital Partners is a financial advisor company headquartered in New York, New York.
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