LP Directory

22 limited partners found

22 results
Firm Name Type Location AUM Contact
Société Générale Private Banking
Wealth Manager Paris La Défense, France $160.5B
About

Societe Generale – one of the eurozone’s leading banking groups – launched Societe Generale Private Banking to devote an entity to High Net Worth cl

Founded1997
Websitewww.example-site.com
SectorsDiversified, Business Support Services, Consumer Products, Consumer Services, Energy & Utilities, Healthcare, Industr...
Investment TypesBalanced, Buyout, Distressed Debt, Expansion / Late Stage, Fund of Funds, Growth, Mezzanine, Special Situations, Vent...
Contacts
c.lee@globalwealth.co +33 1 544 5343
Michael R. Thompson
Managing Director
r.brown@investco.com
Katherine J. Walsh
Head of Investments
b.clark@groupholdings.com
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iM Global Partner
Wealth Manager Paris, France $37.0B
About

iM Global Partner is a worldwide network of dynamic investment boutiques, comprised of nine Partners. Since 2013, our mission has been radically simple: to find the best investment talent in the world. Based on our core belief that Performance is born out of People, our highly experienced research team uses their in-depth process to scour the world for dynamic, ambitious and entrepreneurial asset managers. Through this process we uncover small to mid-sized, independently owned boutiques run by skilled individuals with a long-term track record and a mindset that fits with our own. iM Global Partner takes a minority, non-controlling stake in their business and we build a long-term partnership with them based on mutual respect and fully aligned interests. We are proud to call these businesses our Partners and they are the essence of what iM Global Partner stands for: Uncovering what we believe to be the best, the very best investment talent. The Partners. iM Global Partner is present in 11 locations across Europe and the United States and provides its clients with access to the best management strategies of its Partners. iM Global Partner's wide range of investment solutions including a Luxembourg SICAV, and strong range of Mutual Funds and ETFs dedicated to US investors. iM Global Partner represents $37 billion of assets under management as of May 2023. supports nonprofit organizations by serving as their fiduciary partner and outsourced chief investment officer.

Websitewww.example-site.com
SectorsCharitable Investments, Debt Management, Investment Management, ESG & Sustainability, Diversified Finance Consulting,...
Investment TypesJoint Venture/Partner, Philanthropy, Long-Term Investments, Minority Equity
Contacts
h.robinson@investpartners.com +852 3 129 8003
Katherine J. Walsh
Head of Investments
m.wilson@wealthadvisors.com
Michael R. Thompson
Managing Director
n.harris@investpartners.com
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Levitt Capital Management
Wealth Manager Nice, France $530M
About

Levitt Capital Management is a wealth management firm based in Nice, France. Established in 2000, the firm specializes in designing and managing global portfolios for wealthy families around the world. The assets of the firm are managed by the executive management team.

Founded2000
Websitewww.example-site.com
Contacts
e.walker@capitalgroup.net +1 713 503 4858
Michael R. Thompson
Managing Director
c.lee@investco.com
Katherine J. Walsh
Head of Investments
n.harris@assetmgmt.com
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Altus Conseil
Wealth Manager Ajaccio, France $219M
About

Altus Conseil investment portfolio is valued at $200 million as of January 28, 2025, with investments in undislcosed asset classes.

Founded2008
Websitewww.example-site.com
Contacts
j.miller@investpartners.com +1 202 539 2007
Robert M. Patel
Portfolio Manager
k.johnson@investpartners.com
David A. Nguyen
Chief Investment Officer
n.harris@assetmgmt.com
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Bucephale Asset Management
Wealth Manager Paris, France $150M
About

Bucephale is a consulting firm specializing in the improvement of operational and economic performance. We offer a service for companies of all sizes, helping them to achieve operational performance and quantifiable savings leading to immediate improvement in working methods and profitability. We support our clients in this transformation by providing thoughtful insights into key business challenges and enhance best practices on an ongoing basis.

Founded1996
Websitewww.example-site.com
SectorsEquity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth...
Investment TypesInvestment Funds, Joint Venture/Partner, Philanthropy, Private Equity
Contacts
h.robinson@groupholdings.com +1 415 657 1518
Katherine J. Walsh
Head of Investments
k.johnson@groupholdings.com
Michael R. Thompson
Managing Director
b.clark@assetmgmt.com
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