LP Directory

5 limited partners found

5 results
Firm Name Type Location AUM Contact
VECTOR CASA DE BOLSA
Wealth Manager San Pedro Garza García, Mexico $15.9B
About

VECTOR CASA DE BOLSA is a wealth manager based in San Pedro Garza García, Mexico. Reported AUM: $15.9B.

Websitewww.example-site.com
Contacts
l.martinez@fundmgmt.co +852 3 174 3215
Amanda C. Fitzgerald
VP of Capital Markets
d.garcia@investco.com
Jennifer L. Santos
Senior Partner
e.walker@wealthadvisors.com
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ARArzentia
Family Office - Single San Pedro Garza García, Mexico
About

Arzentia is a single family office based in San Pedro Garza García, Mexico. The office manages the family's private investments and wealth across multiple asset classes.

Contacts
m.wilson@wealthadvisors.com +1 646 336 1985
Robert M. Patel
Portfolio Manager
r.brown@capitalgroup.net
David A. Nguyen
Chief Investment Officer
s.chen@firmcapital.com
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Masttro Capital
Family Office - Multi San Pedro Garza García, Mexico
About

Family office software purpose-built to turn complex wealth into clear, actionable WealthData. Automate reporting, visualize ownership, and deliver a modern client experience.

Websitewww.example-site.com
Contacts
d.garcia@wealthadvisors.com +61 2 408 5884
Thomas W. Erikson
Investment Director
k.johnson@fundmgmt.co
James H. Nakamura
Director of Allocations
m.wilson@capitalgroup.net
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Trefilia Capital
Family Office - Single San Pedro Garza García, Mexico
About

Trefilia Capital is a single-family office based in San Pedro Garza García, Mexico. Established in 2013, it has an alternative portfolio that has a mix of direct investments, PE, and VC funds in Mexico, Latin America, and the US. Trefilia manages both a liquid and illiquid portfolio of assets. In the public market, we focus on several long-term themes which we have denominated as: the future of mobility; the future of payments and e-commerce; the new digital lifestyle; semiconductors; and 5G. These themes are complemented through our direct investments as well as commitments to a number of Venture and Private Equity funds. In VC we have focused on LATAM funds which play in the Seed and Series A stages. For our allocation to traditional PE buy-out we have been more active in the lower-middle market space. Though we have also invested in Middle Market. Our verticals include healthcare, energy, manufacturing, and tech & tech-enabled companies. We have a number of direct investments in a Latin-American company that satisfies all of a pet-owners needs, a Neobank, an energy company, a consumer finance company with a focus on satisfying women’s financial needs, a Boston-based healthcare company disrupting weight loss procedures, and an e-commerce insurance brokerage in LATAM.

Founded2013
Websitewww.example-site.com
SectorsSpaceTech, E-Commerce/Online Retail, Insurance Products & Services, Real Assets, Multi-Asset Investing, Telecom Equip...
Investment TypesBuyout, Co-Investment, Private Equity, Growth/Expansion, Secondaries, Venture Capital, Venture Capital - Early Stage,...
Contacts
k.johnson@capitalgroup.net +44 20 255 3777
Katherine J. Walsh
Head of Investments
s.chen@partnersllc.com
Michael R. Thompson
Managing Director
a.taylor@globalwealth.co
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TRTrefilia Capital Investment
Family Office - Single San Pedro Garza García, Mexico
About

Trefilia Capital Investment is a single family office based in San Pedro Garza García, Mexico. The office manages the family's private investments and wealth across multiple asset classes.

Contacts
d.garcia@capitalgroup.net +1 415 447 2379
Katherine J. Walsh
Head of Investments
b.clark@wealthadvisors.com
Michael R. Thompson
Managing Director
n.harris@investpartners.com
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