#United States #Investment #Stamford #Steward Partners #Ares Management

Steward Partners Secures $475 Million Strategic Investment from Ares

Steward Partners, a prominent independent financial services firm, has announced a major development in its growth strategy. On December 19, 2025, it revealed that it secured a remarkable $475 million in strategic capital from Ares Management, a leading player in the global investment arena. This collaboration not only expands Steward's existing lending relationship with Ares but also marks a notable non-controlling minority investment in the firm.

With this new investment, Ares joins the ranks of Steward Partners' current institutional shareholders, which include Cynosure Group and The Pritzker Organization. Importantly, despite this new influx of capital, the firm's strategic direction and operational decisions will remain firmly in the hands of its leadership and partners. This structure is indicative of Steward's commitment to preserving its independence and unique corporate culture.

Growth and Evolution

Founded in 2013, Steward Partners has come a long way from its humble beginnings, which saw it operate with just three advisors and less than $100 million in assets. Today, it boasts nearly $50 billion in client assets and is recognized as one of the industry’s fastest-growing firms. This incredible growth can be attributed to Steward’s distinctive ethos of employee ownership and independence, which has always prioritized the needs of clients.

The firm champions a culture focused on advisor independence and client success, a model that emphasizes accountability and long-term relationships. The financial backing from Ares is set to further bolster this model, allowing for additional growth initiatives while maintaining a client-centric approach.

A Vision for Partnership

Jim Gold, the Chief Executive Officer of Steward Partners, expressed pride in this milestone, stating that it reflects the firm’s commitment and dedication over the past decade.