LP Directory

5 limited partners found

5 results
Firm Name Type Location AUM Contact
Waterloo Asset Management
Family Office - Multi Waterloo, Belgium $1.7B
About

Waterloo Asset Management is a multi-family office based in Waterloo, Belgium. Established in 2016, the firm provides asset management and family office services. Waterloo AM offers management services, investment advice, and wealth management to clients who want a tailored service with a high added value. The result of over 20 years' collaboration between private bankers, tax specialists and entrepreneurs, our company's objective is to offer a tailor-made service to demanding, wealthy clients by relying on advisers with top-level expertise. Waterloo Asset Management offers discretionary management services, investment advice and wealth management to clients who want a tailored service with a high added value.

Founded2016
Websitewww.example-site.com
SectorsInvestment Management, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Diversified Finance Consulti...
Investment TypesDirect Investing, Investment Funds, Long-Term Investments
Contacts
l.martinez@globalwealth.co +1 202 599 8525
Katherine J. Walsh
Head of Investments
e.walker@fundmgmt.co
Michael R. Thompson
Managing Director
m.wilson@fundmgmt.co
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DS Group
Family Office - Single Waterloo, Belgium
About

We are a family holding company with majority interests in various operations. Our core sectors of expertise are: agribusiness, engineering: vacuum technology & thermal processes, ionization, thermoshrinkable products, and wine cork and bar tops.

Websitewww.example-site.com
SectorsAgriculture & Aquaculture, AgTech, AI/Robotics/Machine Learning, Augmented & Virtual Reality (AR & VR), Big Data, Clo...
Investment TypesBridge Financing, Distressed Debt Investing, Investment Funds, Joint Venture/Partner, Junior/Mezzanine Financing, Man...
Contacts
d.garcia@fundmgmt.co +65 6 512 7213
David A. Nguyen
Chief Investment Officer
r.brown@fundmgmt.co
Robert M. Patel
Portfolio Manager
p.anderson@firmcapital.com
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Patrimonia
Family Office - Multi Waterloo, Belgium
About

Patrimonia is a multi-family office based in Waterloo, Belgium. Established in 1994, the firm specializes in the management, planning, and transmission of private assets. The firm offers services including family office, pension plans, private life insurance, assurances, and financial and estate planning. The assets of the firm are managed by the executive management team.

Founded1994
Websitewww.example-site.com
Contacts
b.clark@firmcapital.com +1 646 966 7697
Robert M. Patel
Portfolio Manager
j.miller@partnersllc.com
David A. Nguyen
Chief Investment Officer
p.anderson@capitalgroup.net
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PAPatrimonia Finance & Family Office
Family Office - Multi Waterloo, Belgium
About

Patrimonia Finance & Family Office is a multi family office based in Waterloo, Belgium. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
n.harris@investpartners.com +1 202 389 3353
Amanda C. Fitzgerald
VP of Capital Markets
l.martinez@wealthadvisors.com
Jennifer L. Santos
Senior Partner
j.miller@assetmgmt.com
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PAPatrimonia Financial & Family Office
Family Office - Multi Waterloo, Belgium
About

Patrimonia Financial & Family Office is a multi family office based in Waterloo, Belgium. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
e.walker@assetmgmt.com +1 310 262 7761
James H. Nakamura
Director of Allocations
t.thomas@globalwealth.co
Thomas W. Erikson
Investment Director
b.clark@capitalgroup.net
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