LP Directory

10 limited partners found

10 results
Firm Name Type Location AUM Contact
CV Advisors
Family Office - Multi Aventura, United States $12.0B
About

CV Advisors is a multi-family office based in Aventura, Florida. Established in 2009, its overall business model is to provide investment advisory services to high-net-worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, corporations, or other qualified entities. Its investment advisory services include but are not limited to, asset allocation analysis, instrument and security selection, performance reporting, and portfolio monitoring. The assets of the firm are managed by the executive management team.

Founded2009
Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Concierge Services, Investment Management, Equity/Mutual Funds, Wealth & Estate Plan...
Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - Genera...
Contacts
t.thomas@groupholdings.com +1 310 892 9697
David A. Nguyen
Chief Investment Officer
h.robinson@investco.com
Robert M. Patel
Portfolio Manager
p.anderson@investco.com
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CV Advisors LLC
Family Office - Multi Aventura, FL, United States $5.8B
About

With more than $13BN in assets under management, a unique research-driven process, and advanced, proprietary technology, our team provides...

Founded2012
Websitewww.example-site.com
Contacts
h.robinson@capitalgroup.net +1 713 368 2537
David A. Nguyen
Chief Investment Officer
n.harris@fundmgmt.co
Robert M. Patel
Portfolio Manager
h.robinson@partnersllc.com
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ESJ Capital Partners
Asset Manager Aventura, United States $4.0B
About

Headquartered in Aventura, Florida, ESJ Capital Partners has an extensive experience in real estate and private equity with investments in excess of $600 million and over three million square feet under management.ESJ is well rooted in the Florida market with a large and diverse network and contacts. With a high-qualified team of professionals ESJ offers a value-added asset management approach to redevelopment and reposition of assets.ESJ also offers a variety of services from Asset and Property Management to Brokerage and assistance with Structured Transactions.ESJ is highly proficient in securing and structuring equity and debt transactions and has an active approach in identifying and revaluating exit options before each acquisition and during the project life cycle.

Websitewww.example-site.com
SectorsCommercial Property Acquisition & Development, Residential Property Acquisition & Development, Real Estate, Real Esta...
Investment TypesStructured Equity, Direct Investing, Private Equity
Contacts
d.garcia@wealthadvisors.com +1 212 715 6205
Thomas W. Erikson
Investment Director
m.wilson@groupholdings.com
James H. Nakamura
Director of Allocations
s.chen@investpartners.com
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Omnia Family Wealth
Family Office - Multi Aventura, United States $800M
About

Omnia Family Wealth is a multi-family office based in Aventura, Florida. Established in 2015, the firm provides wealth management, financial supervisory, portfolio management, consulting, and account consolidation services. Omnia Family Wealth offers wealth management and financial services. After serving clients for more than a combined 70 years, the founders of Omnia Family Wealth, Steven Wagner, Michael Wagner and Ivan Hernandez, set out to form a firm built around putting families first.

Founded2015
Websitewww.example-site.com
SectorsDebt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust M...
Investment TypesHedge Fund, Real Estate - General
Contacts
j.miller@wealthadvisors.com +1 415 807 2022
David A. Nguyen
Chief Investment Officer
k.johnson@capitalgroup.net
Robert M. Patel
Portfolio Manager
k.johnson@firmcapital.com
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Aventura Private Wealth
Family Office - Multi Aventura, United States $268M
About

Coordinated wealth management for high-net-worth families in Aventura, FL. Access private markets like SpaceX, family office services, and integrated financial planning.

Founded2023
Websitewww.example-site.com
Contacts
b.clark@assetmgmt.com +41 44 871 7162
Robert M. Patel
Portfolio Manager
j.miller@capitalgroup.net
David A. Nguyen
Chief Investment Officer
n.harris@capitalgroup.net
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