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Third Seven Capital Advisors adds SB Investment Partners

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SB Investment Partners, a multi-family office based in Boston, MA has become the second firm to join Third Seven Capital Advisors (TSCA), a privately held, national investment advisory firm in the past month.

“Our value proposition is resonating with advisors from all channels,” says Amit Dogra, President of TSCA. “Advisors recognize the value of a curated, direct investing platform through our Investment Bank, Third Seven Capital (TSC), coupled with TSCA’s growth services to attract high net worth & ultra-high net worth clients as a unique offering.” 
 
“The TSC/TSCA companies offered something that I wasn’t finding in the marketplace,” says Shuvam Bhaumik, Managing Director of SB Investment Partners Family Office. The idea of forming my own RIA, building out our multi-family office platform and conducting due diligence on private investment opportunities, while trying to grow my business, was a lot to take on. By partnering with TSC/TSCA, I have access to their due diligence team, Investment Bank, and expertise that I couldn’t form on my own. I can now leverage the existing TSC/TSCA relationships and services to attract more client assets.”
 
SB Investment Partners Family Office was founded in 2013 by Shuvam Bhaumik as a single-family office, and now is a multi-family office that manages USD575 million in total client assets.

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