LP Directory

5 limited partners found

5 results
Firm Name Type Location AUM Contact
Alkimia Financial
Family Office - Multi Hawthorn, Australia
About

Alkimia Financial provides financial solutions specializing in Investment, Superannuation, Debt Management, Personal Insurance & Retirement Planning.

Websitewww.example-site.com
SectorsRetirement Planning, Wealth & Estate Planning, Financial Services, Finance
Investment TypesDebt Financing, Equity Financing, Investment Funds, Joint Venture/Partner
Contacts
a.taylor@capitalgroup.net +65 6 392 5852
Thomas W. Erikson
Investment Director
c.lee@investpartners.com
James H. Nakamura
Director of Allocations
t.thomas@assetmgmt.com
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Ascent Private Wealth
Wealth Manager Hawthorn East, Australia
About

Ascent Private Wealth is a wealth manager based in Hawthorn East, Australia. Founded in 1997.

Founded1997
Websitewww.example-site.com
Contacts
c.lee@capitalgroup.net +852 3 639 6985
Jennifer L. Santos
Senior Partner
l.martinez@wealthadvisors.com
Amanda C. Fitzgerald
VP of Capital Markets
n.harris@groupholdings.com
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Mancell
Family Office - Multi Hawthorn, Australia
About

Mancell is a multi-family office based in Hawthorn, Australia. Established in 1979, the firm provides business advisory, tax advisory and accounting services to clients. It also provides SMSF, compliance, wealth management, family office and business services. The assets of the firm are managed by the executive management team.

Founded1979
Websitewww.example-site.com
Contacts
m.wilson@globalwealth.co +1 617 793 1944
Robert M. Patel
Portfolio Manager
s.chen@firmcapital.com
David A. Nguyen
Chief Investment Officer
m.wilson@capitalgroup.net
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Story Wealth Management
Wealth Manager Hawthorn East, Australia
About

Story Wealth Management is a wealth manager based in Hawthorn East, Australia. Founded in 2016.

Founded2016
Websitewww.example-site.com
Contacts
h.robinson@fundmgmt.co +1 212 745 1628
Thomas W. Erikson
Investment Director
t.thomas@assetmgmt.com
James H. Nakamura
Director of Allocations
c.lee@investco.com
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Strategic Financial Management
Family Office - Multi Hawthorn, Australia
About

Strategic Financial Management is a privately-owned self licensed financial advisory firm established in 1995. With our highly regarded strategic network, we partner with affluent families to help preserve, support, and grow their wealth.

Websitewww.example-site.com
SectorsEducation, Debt Management High-Level Sectors, Finance, Financial Services
Investment TypesShort-Term Investments, Joint Venture/Partner
Contacts
d.garcia@capitalgroup.net +1 646 906 7791
David A. Nguyen
Chief Investment Officer
c.lee@investpartners.com
Robert M. Patel
Portfolio Manager
t.thomas@investco.com
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