LP Directory

4 limited partners found

4 results
Firm Name Type Location AUM Contact
Clairmont Trust Company
Wealth Manager Nassau, Bahamas $500M
About

Founded in 2014 in the Bahamas, as Clairmont Trust Company, Corvalier emerged from a deep understanding of our clients needs for independence and dedicated,

Founded2014
Websitewww.example-site.com
Investment TypesCo-investment
Contacts
e.walker@investco.com +1 202 974 5879
Michael R. Thompson
Managing Director
b.clark@globalwealth.co
Katherine J. Walsh
Head of Investments
d.garcia@globalwealth.co
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Deltec Investment Advisers Limited
Wealth Manager Nassau, Bahamas
About

We're helping to make the world of finance and insurance more accessible, less opaque, and easier to navigate for innovators and trailblazers in rapidly growing industries.

Founded2013
Websitewww.example-site.com
Contacts
c.lee@assetmgmt.com +1 415 912 5875
Thomas W. Erikson
Investment Director
r.brown@investpartners.com
James H. Nakamura
Director of Allocations
s.chen@investpartners.com
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Global Capital Consulting
Wealth Manager Nassau, Bahamas
About

Global Capital Consulting is a wealth management firm based in Nassau, Bahamas. Established in 2002, the firm provides comprehensive wealth management services to individuals and families. The firm offers services including private banking, management and portfolio optimization, trusts and foundations management, discretionary portfolio management, tax planning, management accounts and deposits, investment advice, investment products, and property investment adviser. The assets of the firm are managed by the executive management team.

Founded2002
Websitewww.example-site.com
Contacts
m.wilson@assetmgmt.com +44 20 855 5538
Jennifer L. Santos
Senior Partner
n.harris@globalwealth.co
Amanda C. Fitzgerald
VP of Capital Markets
j.miller@globalwealth.co
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Holdun
Wealth Manager New Providence, Bahamas
About

Headquartered in the Bahamas, Holdun is a 5th generation family business owned by Brendan Holt Dunn, CEO of Holdun and Managing Partner. Holdun offers Family Office Services, Wealth Management Services, Trust Services, Corporate Services, Concierge Services and Financial Services, and was awarded best Multi-Family Office in the Caribbean 2017 Brendan Holt Dunn is a tech-savvy investor, he has made many investments in startups including Stradigi AI, Addepar, Uber, LeAD Sports Accelerator, Sway Ventures, and Falcon 5.

Websitewww.example-site.com
SectorsCapital Markets, Charitable Investments, Cloud Infrastructure, Cybersecurity, Equity/Mutual Funds, ETFs, Fixed Income...
Investment TypesInvestment Funds, Philanthropy, Private Equity, Venture Capital - Early Stage, Venture Capital
Contacts
p.anderson@fundmgmt.co +1 202 899 7162
Robert M. Patel
Portfolio Manager
n.harris@fundmgmt.co
David A. Nguyen
Chief Investment Officer
e.walker@firmcapital.com
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