LP Directory

46 limited partners found

46 results
Firm Name Type Location AUM Contact
AlTi Tiedemann Global
Family Office - Multi Lugano, Switzerland $54.0B
About

Tiedemann Group and Alvarium Investments have successfully completed their merger. We continue to proudly serve our clients, investors and business partners under our new brand name of Alvarium Tiedemann | AlTi, a Nasdaq-listed company. Privately owned by partners and families working across America, Europe and Asia Pacific, Alvarium helps wealth owners, foundations and institutions protect and grow wealth over the long term with a multi-generational perspective. With investment expertise in 14 offices across the globe, our focus is on in depth research with the aim of being a leading manager selection specialist and advisor, delivering excellence, accountability, and transparency across both traditional and alternative asset classes. We adopt an independent approach to implement bespoke, endowment style investment programmes with a strong focus on strategic asset allocation and portfolio construction, as well as single asset class solutions. We have a deep expertise in private markets and offer access to proprietary co-investments in real estate and innovative growth companies. Alvarium is a UN PRI signatory and a leader in ESG and SRI investing, both as a thought-leader and stewardship.

Websitewww.example-site.com
SectorsCapital Markets, Commercial Property Acquisition & Development, Debt Management, Diversified Finance Consulting, Equi...
Investment TypesVenture Capital - Early Stage, Co-Investing, Direct Investing, Investment Funds, Joint Venture/Partner, Long-Term Inv...
Contacts
t.thomas@fundmgmt.co +852 3 939 8266
Thomas W. Erikson
Investment Director
j.miller@wealthadvisors.com
James H. Nakamura
Director of Allocations
l.martinez@assetmgmt.com
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Ceresio Investors (CI)
Family Office - Multi Lugano, Switzerland $8.4B
About

Siamo un Family Office, strutturato come Banca, specializzato nella gestione patrimoniale attiva, tradizionalmente orientato a co-investire con altre famiglie.

Founded1958
Websitewww.example-site.com
Contacts
m.wilson@investpartners.com +852 3 399 1338
Thomas W. Erikson
Investment Director
s.chen@globalwealth.co
James H. Nakamura
Director of Allocations
h.robinson@firmcapital.com
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LFG Family Office
Family Office - Multi Lugano, Switzerland $2.6B
About

LFG Family Office is a multi-family office based in Lugano, Switzerland. Established in 2012, the firm's objective is to efficiently manage core assets, through the selection of cost-efficient instruments and to consider the strategies that should deliver the expected risk-return objective.

Founded2012
Websitewww.example-site.com
SectorsWealth & Estate Planning, Investment Management, Business & Administrative Services, Corporate Finance Consulting, Di...
Investment TypesInvestment Funds, Fixed Income, Growth Capital, Long-Term Investments
Contacts
d.garcia@investco.com +1 646 171 9328
Thomas W. Erikson
Investment Director
m.wilson@investco.com
James H. Nakamura
Director of Allocations
r.brown@investpartners.com
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Agenda Invest
Family Office - Multi Lugano, Switzerland
About

Agenda Invest is a multi-family office based in Lugano, Switzerland. Established in 2010, the firm focuses on asset protection, inter-generational planning, inheritance and life cycle, family governance for complex asset distribution, educational planning, and organization of younger generations, tax analysis, and impact on all investments. The assets of the firm are managed and governed by the executive management team.

Founded2010
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Contacts
c.lee@investpartners.com +1 415 132 6428
Michael R. Thompson
Managing Director
s.chen@capitalgroup.net
Katherine J. Walsh
Head of Investments
m.wilson@fundmgmt.co
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Altiqa
Family Office - Multi Lugano, Switzerland
About

Altiqa Group: dal 1978 offriamo servizi di consulenza aziendale e fiscale. Presenti in Svizzera e nel Principato di Monaco, con una visione internazionale.

Founded2018
Websitewww.example-site.com
Contacts
s.chen@capitalgroup.net +41 44 466 8588
Robert M. Patel
Portfolio Manager
r.brown@partnersllc.com
David A. Nguyen
Chief Investment Officer
p.anderson@partnersllc.com
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