Binah Capital Group
About: Binah Capital Group Inc formerly Wentworth Management Services LLC is a holding company that acquires and manages businesses in the wealth management industry. The company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth's core philosophy focuses on building long-term, productive relationships with its advisor base.
Employees: 130
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
0.38% less ownership
Funds ownership: 0.81% [Q2] → 0.43% (-0.38%) [Q3]
25% less funds holding
Funds holding: 8 [Q2] → 6 (-2) [Q3]
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
59% less capital invested
Capital invested by funds: $526K [Q2] → $217K (-$309K) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for BCG.