LP Directory

5 limited partners found

5 results
Firm Name Type Location AUM Contact
WAWalton Enterprises (Walton Family Office)
Family Office - Single Bentonville, AR, United States $224.5B
About

Walton Enterprises is a single family office based in Bentonville, AR, United States, managing the private wealth and investments of the Walton family. Founded in 1983. The firm manages approximately $224.5B in assets under management.

Founded1983
Contacts
h.robinson@capitalgroup.net +852 3 654 5878
James H. Nakamura
Director of Allocations
c.lee@wealthadvisors.com
Thomas W. Erikson
Investment Director
t.thomas@groupholdings.com
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WAWalton Enterprises
Family Office - Single Bentonville, United States $150.0B
About

Walton Enterprises is a single-family office based in Bentonville, Arkansas. Established in 1983, the firm is a private family office supporting the personal, philanthropic, and business activity of multiple generations of Sam & Helen Walton's family. Our primary mission is to enable all Walton family members to reach their personal, philanthropic and business aspirations. The services provided to the Walton family and their related entities include treasury, financial/accounting, tax, and personal administrative services. Our foundation works in three areas: improving K12 education, protecting rivers and oceans and the communities they support, and investing in our home region of Northwest Arkansas and the Arkansas-Mississippi Delta. The Waltons are the richest family in America from their combined 52% ownership (as of July 2016) of Wal-Mart Stores, Inc. The majority of the current family's wealth comes from the inheritance of Bud and Sam Walton, who founded Wal-Mart in 1962.

Founded1983
SectorsHotels & Resorts Property Acquisition & Development, Socially Responsible Investments (SRI), Natural Resources, Legal...
Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - Gen...
Contacts
j.miller@investco.com +65 6 302 1816
David A. Nguyen
Chief Investment Officer
c.lee@investpartners.com
Robert M. Patel
Portfolio Manager
n.harris@groupholdings.com
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Walton Family Foundation
Family Office - Single Bentonville, United States $150.0B
About

The Walton Family Foundation works in three areas: improving K12 education, protecting rivers and oceans and the communities they support, and investing in our home region of Northwest Arkansas and the Arkansas-Mississippi Delta. The Waltons are the richest family in America from their combined 52% ownership (as of July 2016) of Wal-Mart Stores, Inc. The majority of the current family's wealth comes from the inheritance of Bud and Sam Walton, who founded Wal-Mart in 1962. In 2018, the foundation awarded more than $595 million in grants to further our mission. Our headquarters are in Bentonville, Arkansas, with offices in Washington, D.C.; Jersey City, New Jersey; and Denver, Colorado.

Websitewww.example-site.com
SectorsSocially Responsible Investments (SRI), Impact Investing, ESG & Sustainability, Community & Social Welfare, Charitabl...
Investment TypesPhilanthropy, Buyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural R...
Contacts
a.taylor@capitalgroup.net +1 312 686 3790
Jennifer L. Santos
Senior Partner
d.garcia@firmcapital.com
Amanda C. Fitzgerald
VP of Capital Markets
e.walker@globalwealth.co
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Crystal Bridges Museum of American Art
Foundation Bentonville, United States $1.5B
About

Crystal Bridges Museum of American Art is a foundation based in Bentonville, US. Founded in 2005. Reported AUM: $1.5B.

Founded2005
Websitewww.example-site.com
Contacts
j.miller@assetmgmt.com +1 646 741 9046
Amanda C. Fitzgerald
VP of Capital Markets
r.brown@fundmgmt.co
Jennifer L. Santos
Senior Partner
a.taylor@capitalgroup.net
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RZRZC Investments (Walton Family Office)
Family Office - Single Bentonville, AR, United States
About

RZC Investments is a single family office based in Bentonville, AR, United States, managing the private wealth and investments of the Walton family. Founded in 2021.

Founded2021
Contacts
b.clark@groupholdings.com +1 713 863 9018
James H. Nakamura
Director of Allocations
r.brown@investco.com
Thomas W. Erikson
Investment Director
k.johnson@wealthadvisors.com
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