Lessons Learned from Boutique Asset Manager Collapses

Rosemont Roundtable: Exploring the Business of Investment Management
06/11/2025 40 min Episodio 43
Lessons Learned from Boutique Asset Manager Collapses

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Episode Synopsis


In this episode of Rosemont Roundtable, Chris Banholzer joins colleagues Chas Burkhart and Brad Mook to examine the fragile state of long-only, active boutique managers. They explore causes behind widespread AUM declines and firm closures, discuss leadership and ownership challenges, and share insights on building more resilient, sustainable boutiques.

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