LP Directory

11 limited partners found

11 results
Firm Name Type Location AUM Contact
Bitterroot Capital Advisors
Wealth Manager Bozeman, United States $1.2B
About

Bitterroot Capital Advisors is a wealth manager based in Bozeman, US. Founded in 1999. Reported AUM: $1.2B.

Founded1999
Websitewww.example-site.com
SectorsDiversified
Investment TypesDistressed Debt
Contacts
l.martinez@fundmgmt.co +852 3 234 3904
Robert M. Patel
Portfolio Manager
l.martinez@firmcapital.com
David A. Nguyen
Chief Investment Officer
t.thomas@globalwealth.co
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Arkell Asset Management
Wealth Manager Bozeman, United States $570M
About

An independent, fee-only financial advisor. Arkell sells no products or investments for a commission. Our advice is objective, independent, and solely in the best interests of our clients.

Websitewww.example-site.com
SectorsBusiness & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Insurance Products ...
Investment TypesGrowth Capital, Long-Term Investments
Contacts
d.garcia@investpartners.com +1 202 734 2855
David A. Nguyen
Chief Investment Officer
a.taylor@globalwealth.co
Robert M. Patel
Portfolio Manager
n.harris@partnersllc.com
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Montana State University Foundation
Endowment Plan Bozeman, United States $287M
About

Montana State University Foundation is a endowment plan based in Bozeman, US. Founded in 1946. Reported AUM: $287M.

Founded1946
Websitewww.example-site.com
SectorsDiversified, Business Support Services, Consumer Products, Consumer Services, Energy & Utilities, Healthcare, Healthc...
Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Natur...
Contacts
n.harris@partnersllc.com +852 3 354 1967
James H. Nakamura
Director of Allocations
h.robinson@globalwealth.co
Thomas W. Erikson
Investment Director
r.brown@firmcapital.com
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Montana State University Alumni Foundation
Endowment Plan Bozeman, United States $265M
About

Montana State University Alumni Foundation's investment portfolio is valued at over $264.09 million, as of June 30, 2023, with investments in private equity, real estate, hedge funds, real assets, natural resources, public-traded equity, fixed income, and cash. As of June 30, 2023, the private equity portfolio was valued at $46.2 million, representing 17.5% of the total portfolio. This is a decrease compared to June 30, 2022, when the private equity portfolio was valued at $47.9 million. Investments in private equity include buyout, private growth equity, and venture capital fund strategies spread across the globe. As of June 30, 2023, the real asset portfolio was valued at $29.71 million. The endowment's investments are governed by the Board of Governors. Ms. Fran Albrecht serves as President & Chief Executive Officer.

Founded1946
Websitewww.example-site.com
Investment TypesBuyout, Direct Lending, Private Equity, Growth/Expansion, Hedge Fund, Metals & Mining, Real Assets & Natural Resource...
Contacts
m.wilson@fundmgmt.co +1 312 131 9349
David A. Nguyen
Chief Investment Officer
d.garcia@investpartners.com
Robert M. Patel
Portfolio Manager
l.martinez@investco.com
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The Gianforte Family Foundation
Foundation Bozeman, United States $120M
About

The Gianforte Family Foundation was established in 2004. Since its creation the foundation has become one of the top giving foundations in Montana, giving more than $118 million to initiatives that align with our mission, vision, and focus. We support organizations that equip Montanans to sustainably improve their lives, strengthen their relationships, and find hope.

Websitewww.example-site.com
SectorsCharitable Investments, Socially Responsible Investments (SRI), Impact Investing, Grants & Scholarships, Civic & Publ...
Investment TypesPhilanthropy, Direct Investing
Contacts
h.robinson@investpartners.com +1 617 673 9372
Amanda C. Fitzgerald
VP of Capital Markets
j.miller@wealthadvisors.com
Jennifer L. Santos
Senior Partner
r.brown@groupholdings.com
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