LP Directory

4 limited partners found

4 results
Firm Name Type Location AUM Contact
BPER Banca
Wealth Manager Modena, Italy $153.7B
About

BPER Banca is a wealth manager based in Modena, Italy. Founded in 1867. Reported AUM: 153651 USD millions.

Founded1867
Websitewww.example-site.com
SectorsDiversified, Consumer Discretionary, Consumer Products, Consumer Services, Education/Training, Energy & Utilities, En...
Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Mezza...
Contacts
s.chen@assetmgmt.com +1 617 838 2841
Amanda C. Fitzgerald
VP of Capital Markets
s.chen@fundmgmt.co
Jennifer L. Santos
Senior Partner
r.brown@capitalgroup.net
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Il Private Banking del Gruppo Montepaschi
Wealth Manager Siena, Italy $133.9B
About

Il Private Banking del Gruppo Montepaschi is a wealth manager based in Siena, Italy. Founded in 1995. Reported AUM: 133900 USD millions.

Founded1995
Websitewww.example-site.com
Investment TypesFund of Funds
Contacts
r.brown@fundmgmt.co +1 212 985 2757
David A. Nguyen
Chief Investment Officer
n.harris@investpartners.com
Robert M. Patel
Portfolio Manager
p.anderson@wealthadvisors.com
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Banca Profilo
Wealth Manager Milan, Italy
About

We offer a personalized assistance service to meet the needs of reorganization, protection and generational transmission of assets.

Websitewww.example-site.com
SectorsInvestment Management, Fund of Funds, Diversified Finance Consulting, Concierge Services, Charitable Investments, Cap...
Investment TypesPhilanthropy, Joint Venture/Partner, Asset Disposition
Contacts
m.wilson@assetmgmt.com +65 6 257 4825
James H. Nakamura
Director of Allocations
n.harris@capitalgroup.net
Thomas W. Erikson
Investment Director
j.miller@globalwealth.co
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Tokos - Societa Di Consulenza Finanziaria
Wealth Manager Turin, Italy
About

Tokos - Societa Di Consulenza Finanziaria is a multi-family office based in Turin, Italy. Established in 2007, the firm provides planning and consultancy in the securities, real estate, and social security fields, design and management of investment solutions, cost optimization, and risk efficiency as well as due diligence activities in all movable and immovable property purchase and sale operations, and administrative management services to its clients. The assets of the firm are managed by the executive management team.

Founded2007
Websitewww.example-site.com
Contacts
l.martinez@firmcapital.com +852 3 279 5887
David A. Nguyen
Chief Investment Officer
l.martinez@wealthadvisors.com
Robert M. Patel
Portfolio Manager
l.martinez@investpartners.com
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