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- Date Announced
- Seller AUM
- Johnson Asset Management Inc. (Johnson Financial Group Inc.)
- Optique Capital Management, Inc.
- Wealth Management Firms
- October 22, 2007
- $1.6 Billion
JAM is an institutional money manager and Registered Investment Advisor offering value-oriented equity management products. Johnson Asset Management was first registered as an investment advisor in March of 1989. Areas of equity concentration are domestic large capitalization, domestic small capitalization and international large capitalization. Assets Under Management exceed $1 billion.
JAM has been 35% owned by employees; 65% owned by Johnson Financial Group (JFG). JFG is a financial services holding company, which is one of the four business enterprises owned by the Johnson family including SC Johnson & Son, Inc., JohnsonDiversey, Inc. and Johnson Outdoors Inc.
JAM is adviser to the Johnson Family Funds, a group of four, no-load mutual funds launched in April 1998.
Optique Capital Management, Inc. is a newly-formed company controlled by the current employees of Johnson Asset Management Inc. ("JAM").
JFG and JAM are strong businesses with different growth strategies. While Johnson Bank, the principal operating subsidiary of JFG, concentrates on building long-term advisory relationships in regional markets, JAM has a national sales presence. The transaction will allow each of the business to focus on its core business and client base.
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