LP Directory

15 limited partners found

15 results
Firm Name Type Location AUM Contact
Blue Trust
Family Office - Multi Alpharetta, United States $14.5B
About

Our wealth management advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions.

Founded1979
Websitewww.example-site.com
SectorsDiversified
Investment TypesBuyout, Venture (General)
Contacts
a.taylor@globalwealth.co +1 312 746 2204
Michael R. Thompson
Managing Director
n.harris@investco.com
Katherine J. Walsh
Head of Investments
k.johnson@assetmgmt.com
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Merit Financial Group, LLC
Family Office - Multi Alpharetta, GA, United States $10.6B
About

If you're looking for comprehensive financial advisory services, contact Merit Financial Advisors today for a free consultation!

Founded2011
Websitewww.example-site.com
Contacts
a.taylor@assetmgmt.com +1 617 763 9215
Katherine J. Walsh
Head of Investments
l.martinez@firmcapital.com
Michael R. Thompson
Managing Director
t.thomas@firmcapital.com
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National Christian Foundation
Foundation Alpharetta, United States $8.1B
About

Founded by generosity pioneers Larry Burkett, Ron Blue, and Terry Parker, NCF is now the 8th-largest U.S. non-profit and the largest Christian grantmaker in the world.

Founded2001
Websitewww.example-site.com
SectorsDiversified, Business Services, Education/Training, Environmental Services, Financial Services, Healthcare, Informati...
Investment TypesBuyout, Distressed Debt, Fund of Funds, Natural Resources
Contacts
t.thomas@firmcapital.com +1 415 717 6792
Robert M. Patel
Portfolio Manager
b.clark@capitalgroup.net
David A. Nguyen
Chief Investment Officer
r.brown@globalwealth.co
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Merit Financial Advisors
Wealth Manager Alpharetta, United States $8.0B
About

Merit Financial Advisors is committed to providing holistic financial planning and wealth management solutions for its clients, prioritizing our client relationships, and implementing solutions that help them work toward their financial goals. We have multiple locations across the U.S.

Websitewww.example-site.com
Investment TypesDirect Investing, Investment Funds, Long-Term Investments, Short-Term Investments
Contacts
t.thomas@investpartners.com +49 30 920 6389
Jennifer L. Santos
Senior Partner
l.martinez@capitalgroup.net
Amanda C. Fitzgerald
VP of Capital Markets
k.johnson@capitalgroup.net
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Ryder System, Inc. Master Trust
Private Sector Pension Fund Alpharetta, United States $1.2B
About

Ryder System, Inc. Master Trust is a private sector pension fund based in Alpharetta, US. Founded in 1933. Reported AUM: $1.2B.

Founded1933
Websitewww.example-site.com
SectorsDiversified, Consumer Services, Hardware, Healthcare, Healthcare IT, Information Technology, Internet, Logistics & Di...
Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Growth, Venture...
Contacts
s.chen@firmcapital.com +852 3 174 3489
Robert M. Patel
Portfolio Manager
b.clark@wealthadvisors.com
David A. Nguyen
Chief Investment Officer
m.wilson@groupholdings.com
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