LP Directory

3 limited partners found

3 results
Firm Name Type Location AUM Contact
MMG Bank
Wealth Manager Panama City, Panama $709M
About

MMG Bank is a wealth manager based in Panama City, Panama. Founded in 1996. Reported AUM: $709M.

Founded1996
Websitewww.example-site.com
Contacts
k.johnson@investco.com +1 415 882 8533
Jennifer L. Santos
Senior Partner
p.anderson@investpartners.com
Amanda C. Fitzgerald
VP of Capital Markets
p.anderson@investpartners.com
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Advantia Family Wealth
Wealth Manager Panama, Panama $138M
About

We are a company that centralizes and coordinates services related to the different facets of family wealth, serving individual clients, family groups and existing family offices. We offer a portfolio of solutions for clients seeking to obtain a global vision of their family assets and define objectives for its growth, management, preservation and succession.

Websitewww.example-site.com
SectorsBusiness & Administrative Services, Corporate Finance Consulting, Culture & Heritage, Diversified Finance Consulting,...
Investment TypesGrowth Capital, Private Equity
Contacts
c.lee@partnersllc.com +1 212 550 2158
David A. Nguyen
Chief Investment Officer
p.anderson@globalwealth.co
Robert M. Patel
Portfolio Manager
e.walker@firmcapital.com
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Sardona Capital
Wealth Manager Panama, Panama
About

Sardona Capital was founded in 2012 with a single mission: to offer high quality personal services in private banking and wealth management for wealthy individuals and families locally and globally. We approach each of our clients with fresh eyes to develop customized, unique investment strategies based on the client situation and goal. Though we’ve grown since our founding, we’re still the same agency at heart. Are you ready to set up your finances on the path to success? Give us a call today and see what we can do for you. What we stand for? •Reducing Tailored Customer Attention and Service. •Committed to the traditional Swiss banking client relations. •Professional and Long Standing Client Relationships. •Well diversified and Risk Adjusted Investment Strategy. •Clear and efficient Investment Process and Decision Making. •Trustful and Transparent Communication.

Websitewww.example-site.com
SectorsBusiness & Administrative Services, Commercial Banking, Consumer Banking, Debt Management, Investment Banking & Broke...
Investment TypesGrowth Capital, Long-Term Investments, Private Debt
Contacts
h.robinson@globalwealth.co +33 1 769 1111
David A. Nguyen
Chief Investment Officer
s.chen@partnersllc.com
Robert M. Patel
Portfolio Manager
h.robinson@partnersllc.com
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