LP Directory

12 limited partners found

12 results
Firm Name Type Location AUM Contact
Northland Wealth Management
Family Office - Multi Oakville, Canada $10.0B
About

Northland Wealth Management is a multi-family office based in Markham, Canada. Established in 2011, with the mission of helping families with significant wealth prevent the adage of \"shirtsleeves-to-shirtsleeves in three generations\". \ \ The firm provides advice that focuses on investing, financial, estate planning, family governance, and sÌession issues. \ \ As leaders in family enterprise, we provide unbiased advice which focuses on financial and estate planning, governance, and family business and sÌession issues.

Founded2011
Websitewww.example-site.com
SectorsConservative Allocation, Debt Management, Equity/Mutual Funds, Equity Securities, ETFs, Investment Management, Legal ...
Investment TypesDebt Financing, Investment Funds, Joint Venture/Partner, Venture Capital - Later Stage, Private Equity, Venture Capit...
Contacts
m.wilson@firmcapital.com +1 617 958 9212
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@assetmgmt.com
Jennifer L. Santos
Senior Partner
b.clark@wealthadvisors.com
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Landmark Family Office
Family Office - Multi Markham, Canada $130M
About

Landmark, cofounded in 2001, is uniquely positioned in the Canadian Wealth Management Services Industry experienced in working collaboratively with advisors across all disciplines to deliver the most effective investment, tax, estate and succession planning available in Canada.

Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Debt Management, ETFs, Retirement Planning, Legal & Tax Services, Trust Management, ...
Investment TypesLong/Short Equity, Joint Venture/Partner, Private Equity, Venture Capital, Equity Financing, Investment Funds
Contacts
d.garcia@investpartners.com +49 30 170 1049
Thomas W. Erikson
Investment Director
d.garcia@capitalgroup.net
James H. Nakamura
Director of Allocations
e.walker@firmcapital.com
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Armadale Group
Family Office - Multi Markham, Canada
About

The Armadale Group is a multi-family office based in Markham, Canada. The firm engages in real estate development, property management, automotive, aviation, and media industries. The assets of the firm are managed by its executive management team.

Websitewww.example-site.com
Contacts
b.clark@partnersllc.com +1 713 698 4264
James H. Nakamura
Director of Allocations
k.johnson@firmcapital.com
Thomas W. Erikson
Investment Director
e.walker@partnersllc.com
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LSLSBB Family Office
Family Office - Multi Markham, Canada
About

LSBB Family Office is a multi family office based in Markham, Canada. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
k.johnson@fundmgmt.co +1 312 296 3401
David A. Nguyen
Chief Investment Officer
b.clark@partnersllc.com
Robert M. Patel
Portfolio Manager
t.thomas@globalwealth.co
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LALandmark Advantage
Family Office - Multi Markham, Canada
About

Landmark Advantage is a multi family office based in Markham, Canada. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
m.wilson@investpartners.com +65 6 182 5120
Thomas W. Erikson
Investment Director
h.robinson@groupholdings.com
James H. Nakamura
Director of Allocations
c.lee@groupholdings.com
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