LP Directory

3 limited partners found

3 results
Firm Name Type Location AUM Contact
Jansen Wealth Management
Wealth Manager Altoona, United States $66M
About

Jansen Wealth Management in Eau Claire, WI is a fully-independent fiduciary firm helping clients create a multi-generational financial plan through investment management, tax efficiency, and estate planning.

Founded2021
Websitewww.example-site.com
Contacts
m.wilson@firmcapital.com +33 1 544 9790
David A. Nguyen
Chief Investment Officer
k.johnson@capitalgroup.net
Robert M. Patel
Portfolio Manager
k.johnson@firmcapital.com
Upgrade to view contact detailsUpgrade
BLBlair Partnership
Family Office - Multi Altoona, United States
About

Blair Partnership is a multi-family office based in North America. The assets are managed by the executive management team.

Contacts
l.martinez@firmcapital.com +1 212 685 2281
Robert M. Patel
Portfolio Manager
n.harris@investpartners.com
David A. Nguyen
Chief Investment Officer
t.thomas@wealthadvisors.com
Upgrade to view contact detailsUpgrade
OROrgel Wealth Management
Family Office - Multi Altoona, United States
About

Orgel Wealth Management is a multi family office based in Altoona, United States. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
h.robinson@assetmgmt.com +852 3 264 2695
Thomas W. Erikson
Investment Director
c.lee@globalwealth.co
James H. Nakamura
Director of Allocations
h.robinson@fundmgmt.co
Upgrade to view contact detailsUpgrade

Showing 5 of 3 LPs

Upgrade to view all 0 remaining results with unlocked contact details, direct emails, phone numbers, and investment data.

Unlimited search results Unlocked emails & phones 45,800+ verified contacts Save to lists & export

Free trial — no credit card required.