What You Need to Know
- The new firm is made up of Audent Family Wealth Advisors and Audent Global Asset Management.
- The two Audent Capital Partners divisions are being run independently.
- Two of the founders previously were UBS reps.
The new advisory and asset management firm Audent Capital Partners, representing more than $2 billion in assets under advisement, has opened in Los Angeles to serve affluent individuals and families, business owners, entrepreneurs and entertainment professionals.
The firm is operating as two separate companies: Audent Family Wealth Advisors, a multi-family office advisory company, and Audent Global Asset Management, a boutique asset management company.
The company was founded by Brian Weiner, managing partner of outsourced CIO-CFO services at Audent Family Wealth Advisors; Paul Feinstein, managing partner and chief investment officer of Audent Global Asset Management; and Michael Winn, managing partner, business succession and planning of Audent Family Wealth Advisors.
Weiner was senior director of BNY Mellon from January 2008 to May 2010 and president of Allied Advisors from June 2003 to March 2009, according to his LinkedIn profile.
Winn was a registered broker at firms including Private Advisor Group in 2020, First Republic Securities from 2016 to 2020 and UBS from 2011 to 2016, according to his report on the Financial Industry Regulatory Authority’s BrokerCheck website. Feinstein was a registered broker at firms including Private Advisor Group 2017-2020 and UBS 2003-2017, according to BrokerCheck.
“In a lot of ways Audent Capital Partners is more like a wealth management think tank than a typical financial firm,” Weiner said.