LP Directory

7 limited partners found

7 results
Firm Name Type Location AUM Contact
Samara
Family Office - Multi Westmount, Canada $1.0B
About

Samara is a multi-family office based in Westmount, Canada. Established in 2021, the firm provides comprehensive wealth management and financial planning services ranging from family continuity, integrated wealth planning, global investment management, administration, and reporting of wealth. The assets of the firm are managed by the executive management team.

Founded2021
Websitewww.example-site.com
Contacts
k.johnson@wealthadvisors.com +1 212 400 5490
James H. Nakamura
Director of Allocations
t.thomas@assetmgmt.com
Thomas W. Erikson
Investment Director
d.garcia@investpartners.com
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Otimo Retail
Family Office - Single Westmount, Canada
About

Otimo Retail, based in Montreal, acts as the private investment arm of Howard Stotland, Matthew Stotland, and David Henning and provides capital, as well as strategic and operational guidance to small and mid-sized technology providers who develop, market and sell software solutions to retail organizations. The firm offers a network of retail technology companies for partnership and business development opportunities and claims to be able to introduce business partners to appropriate C-level executives at Fortune 500 retailers. For example, Logiwa is a current venture capital investment at Otimo Retail. Logiwa is a cloud warehouse and inventory management software that meets the warehouse management and order fulfillment needs of retail and e-commerce businesses worldwide. To be clear, we are not a venture capital fund. We are a growth stage investor in retail focused technology companies. As investors, we want to be owners, side by side with entrepreneurs. We believe it is important for retailers to invest in world-class technology solutions in order for their businesses to thrive. We look to invest in these innovative companies.

Websitewww.example-site.com
SectorsApplication Software, Cloud Infrastructure, E-Commerce/Online Retail, IT Consulting & Other Services Retail & Wholesa...
Investment TypesDirect Investing, Growth Capital, Management Partnership, Private Equity
Contacts
d.garcia@wealthadvisors.com +41 44 631 9256
Thomas W. Erikson
Investment Director
h.robinson@investpartners.com
James H. Nakamura
Director of Allocations
h.robinson@groupholdings.com
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Samara Family Office
Family Office - Multi Westmount, Canada
About

Samara est un bureau multifamilial fondé par des familles pour des familles. Nous offrons des services intégrés pour structurer, protéger et faire croître votre patrimoine à travers les générations.

Founded2019
Websitewww.example-site.com
Contacts
k.johnson@groupholdings.com +1 312 386 4928
James H. Nakamura
Director of Allocations
p.anderson@wealthadvisors.com
Thomas W. Erikson
Investment Director
a.taylor@assetmgmt.com
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SASamara Multi-Family Office
Family Office - Multi Westmount, Canada
About

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

Contacts
e.walker@fundmgmt.co +1 212 385 1953
Amanda C. Fitzgerald
VP of Capital Markets
t.thomas@assetmgmt.com
Jennifer L. Santos
Senior Partner
a.taylor@wealthadvisors.com
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Sigma2 Family Office
Family Office - Multi Westmount, Canada
About

Sigma2 is a collaborative enterprise that partners with a small handful of wealth creators and families of means. Our scale facilitates an experience that is significantly more personalized than that offered by a multi-family family office. By levering our collective expertise and wisdom, we have created venture on a par with, and in some respects superior to, a single family office.

Websitewww.example-site.com
SectorsBusiness & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Legal & Tax Service...
Investment TypesGrowth Capital, Private Equity, Long-Term Investments, Direct Investing, Venture Capital
Contacts
c.lee@globalwealth.co +33 1 679 9559
Jennifer L. Santos
Senior Partner
j.miller@assetmgmt.com
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@investco.com
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