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	Firm Name	Type	Location	AUM
	CLCleary Wealth Management	Wealth Manager	Auckland, New Zealand	$2.0B
About Our services are designed to meet your needs by delivering investment options built on a unique in-depth view of the economic and investment world and featuring solutions you would struggle to find anywhere else. Founded1983 Websitewww.example-site.com SectorsDiversified, Agribusiness, Healthcare, Healthcare IT, IT Infrastructure, Software Investment TypesBuyout, Co-investment, Direct Secondaries, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Ex... Contacts a.taylor@fundmgmt.co +1 310 667 8778 Amanda C. Fitzgerald VP of Capital Markets c.lee@firmcapital.com Jennifer L. Santos Senior Partner b.clark@partnersllc.com Upgrade to view contact detailsUpgrade
	ALAlvarium Wealth	Wealth Manager	Auckland, New Zealand	—
About Alvarium Wealth is a wealth manager based in Auckland, New Zealand. Founded in 2018. Founded2018 Websitewww.example-site.com SectorsInformation Technology Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General) Contacts a.taylor@capitalgroup.net +1 202 944 6737 Thomas W. Erikson Investment Director e.walker@investpartners.com James H. Nakamura Director of Allocations r.brown@wealthadvisors.com Upgrade to view contact detailsUpgrade
	CRCraigs Investment Partners	Wealth Manager	Tauranga, New Zealand	—
About We work with you to build investment portfolios and trusted partnerships that can last a lifetime. Founded1984 Websitewww.example-site.com SectorsDiversified, Agribusiness, Business Support Services, Chemicals, Construction, Consumer Products, Consumer Services, ... Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Venture (General) Contacts s.chen@investpartners.com +1 617 433 1127 Robert M. Patel Portfolio Manager c.lee@investpartners.com David A. Nguyen Chief Investment Officer h.robinson@wealthadvisors.com Upgrade to view contact detailsUpgrade
	JAJarden Wealth Management	Wealth Manager	Auckland, New Zealand	—
About JBWere delivers strategic wealth management and investment expertise, helping grow, protect, and preserve wealth through insight and disciplined advice. Founded1961 Websitewww.example-site.com SectorsBusiness Support Services, Financial Services, Renewable Energy Investment TypesEarly Stage, Early Stage: Seed, Early Stage: Start-up Contacts c.lee@globalwealth.co +44 20 300 6256 David A. Nguyen Chief Investment Officer s.chen@wealthadvisors.com Robert M. Patel Portfolio Manager p.anderson@wealthadvisors.com Upgrade to view contact detailsUpgrade
	TRTrustees Executors Limited	Wealth Manager	Wellington, New Zealand	—
About At Trustees Executors Private Wealth, our team of experts will help you plan for your financial future. We believe that implementing and maintaining a wealth strategy is essential to keeping you on the path to financial freedom and security. We oversee the administration and supervision of client investment assets. Websitewww.example-site.com SectorsWealth & Estate Planning, Retirement Planning, Research & Consulting Services, Diversified Finance Consulting, Corpor... Contacts k.johnson@wealthadvisors.com +1 646 786 1378 James H. Nakamura Director of Allocations t.thomas@groupholdings.com Thomas W. Erikson Investment Director b.clark@investpartners.com Upgrade to view contact detailsUpgrade

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