LP Directory

The Notre Dame Investment Office is responsible for investing the Notre Dame Endowment and other financial assets of the University.

Serving the northern Indiana-southwestern Michigan area with nearly $8 billion in assets and more than 1100 employees, 1st Source is here for you.

West Bend Insurance Company's investment portfolio is valued at $2.91 billion as of May 19, 2024, with investments in private equity, infrastructure, real estate, hedge funds, publicly traded equities, fixed-income securities, cash, and other alternative asset classes. As of May 19, 2024, the private equity portfolio is valued at $67 million, representing 2.4% of the total portfolio. The private equity portfolio is currently underweight compared to the target allocation range of 3% to 5%. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, fund of funds, mezzanine, secondaries, private debt, and venture capital strategies diversified in geographical locations across America. The portfolio is not open to first-time fund investments but prefers existing managers. The company's investments are governed by the executive management team, with Mr. Robert Jacques serving as Chief Executive Officer & President.

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Northwest Quadrant Wealth Management is a wealth manager based in Bend, US. Founded in 1963. Reported AUM: $441M.