LP Directory

126 limited partners found

126 results
Firm Name Type Location AUM Contact
Goodman Private Wealth
Family Office - Multi Brisbane, Australia $46.0B
About

Goodman Private Wealth Advisors is a multi-family office based in Brisbane, Australia. Established in 1987, the firm provides intergenerational wealth transfer, investment selection & management, private wealth planning, philanthropy advice, and administrative services to successful individuals and families. The assets of the firm are managed by the board of directors.

Founded1987
Websitewww.example-site.com
SectorsWealth & Estate Planning, Debt Management, Charitable Investments Finance, Financial Services, High-Level Sectors, No...
Investment TypesVenture Capital
Contacts
e.walker@capitalgroup.net +1 202 209 4681
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@globalwealth.co
Jennifer L. Santos
Senior Partner
j.miller@fundmgmt.co
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Nexia Australia
Family Office - Multi Melbourne, Australia $34.1B
About

Nexia Australia is a multi-family office based in Melbourne, Australia. Established in 1977, the firm provides wealth management and family office services to individuals, families, and business owners. Additionally, the firm specializes in audit and assurance, corporate advisory, and management consulting services. Nexia Australia acts as a subsidiary of Nexia International, a worldwide network of independent accounting and consulting firms. The assets of the firm are managed by the board of directors.

Founded1977
Websitewww.example-site.com
Contacts
n.harris@partnersllc.com +1 617 358 4590
Thomas W. Erikson
Investment Director
t.thomas@capitalgroup.net
James H. Nakamura
Director of Allocations
b.clark@capitalgroup.net
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Bangarra Family Office
Family Office - Multi Sydney, Australia $13.0B
About

Bangarra Family Office is a multi-family office based in Sydney, Australia. Established in 2000, it has a global reach, with core Australian businesses operating alongside businesses in Europe and the US. The assets of the firm are managed by the board of directors.

Founded2000
Websitewww.example-site.com
SectorsBusiness & Administrative Services, Charitable Investments, Commercial Property Acquisition & Development, Community ...
Investment TypesGrowth Capital, Investment Funds, Philanthropy, Private Equity
Contacts
n.harris@fundmgmt.co +44 20 390 4685
Katherine J. Walsh
Head of Investments
b.clark@firmcapital.com
Michael R. Thompson
Managing Director
e.walker@fundmgmt.co
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Gresham
Family Office - Multi Sydney, Australia $6.4B
About

Gresham Advisory Partners Limited is the leading Australian owned independent advisor to Australian and multi-national corporations. It is consistently ranked highly in the Australian mergers and acquisitions league tables and is active across a broad range of transactions and across all industry sectors. Gresham is the only national independent investment house with offices in Sydney, Melbourne and Perth.

Websitewww.example-site.com
SectorsCorporate Finance Consulting, Startups & Management, Investment Management, Industrial Property Acquisition & Develop...
Investment TypesMergers & Acquisitions/Buyouts, Venture Capital, Venture Capital - Early Stage, Restructuring & Turnarounds, Private ...
Contacts
e.walker@groupholdings.com +1 310 922 1302
Amanda C. Fitzgerald
VP of Capital Markets
s.chen@firmcapital.com
Jennifer L. Santos
Senior Partner
p.anderson@partnersllc.com
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Mutual Trust
Family Office - Multi Melbourne, Australia $3.0B
About

Mutual Trust is a multi-family office located in Melbourne, Australia. Established in 1951, the firm provides family office services including financial advisory, strategic planning, and wealth management assistance to individuals, families, businesses, and philanthropists. Mutual Trust was founded to manage the affairs of the Baillieu and Myer families in the early 1900's. From beginnings as two single family offices, we have evolved to meet the needs of a changing world, in the process transforming our business to become a trusted partner to Australian families and fiduciaries by merging Australia's two largest multi-family offices. Mutual Trust Pty Ltd is a multi-disciplinary, privately-owned, multi-family office looking after the needs of Australia's most successful families. We help our clients achieve what matters most to them. Now in our 5th generation as custodians, Mutual Trust embodies the tradition of entrepreneurial spirit, philanthropic vision and commercial success with a family ethos that permeates everything we do.

Founded1951
Websitewww.example-site.com
SectorsFinancial Services, Diversified, Conservative Allocation, Endowment Fund, Business Services
Investment TypesFund of Funds, Co-investment, Philanthropy, Buyout
Contacts
l.martinez@fundmgmt.co +852 3 534 8380
Jennifer L. Santos
Senior Partner
h.robinson@investco.com
Amanda C. Fitzgerald
VP of Capital Markets
d.garcia@wealthadvisors.com
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