LP Directory

7 limited partners found

7 results
Firm Name Type Location AUM Contact
Pallas Capital Advisors
Family Office - Multi Braintree, United States $1.6B
About

Delivering comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage helping high net worth clients achieve financial comfort and freeing up their most precious commodity: time.

Websitewww.example-site.com
SectorsConservative Allocation, Equity Securities, ETFs, Investment Management, Equity/Mutual Funds, Options Trading, Charit...
Investment TypesPhilanthropy, Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner
Contacts
k.johnson@investpartners.com +44 20 390 6098
Michael R. Thompson
Managing Director
b.clark@groupholdings.com
Katherine J. Walsh
Head of Investments
n.harris@investpartners.com
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Braintree Contributory Employees' Retirement System
Public Pension Fund Braintree, United States $282M
About

Braintree Contributory Employees' Retirement System is a public pension fund based in Braintree, US. Founded in 1936. Reported AUM: $282M.

Founded1936
Websitewww.example-site.com
SectorsDiversified, Energy & Utilities
Investment TypesBalanced, Buyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Mezza...
Contacts
j.miller@investpartners.com +61 2 258 1619
David A. Nguyen
Chief Investment Officer
p.anderson@investpartners.com
Robert M. Patel
Portfolio Manager
l.martinez@groupholdings.com
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Genesis Wealth Advisors
Wealth Manager Braintree, United States $211M
About

Genesis Advisors offers Comprehensive Wealth Management to individuals & their families assisting our clients in achieving their long term financial goals

Founded1994
Websitewww.example-site.com
Contacts
l.martinez@groupholdings.com +1 415 312 2519
Katherine J. Walsh
Head of Investments
e.walker@wealthadvisors.com
Michael R. Thompson
Managing Director
r.brown@wealthadvisors.com
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FLFlatley Company (Flatley Family Office)
Family Office - Single Braintree, MA, United States
About

Flatley Company is a single family office based in Braintree, MA, United States, managing the private wealth and investments of the Flatley family. Founded in 1959.

Founded1959
Contacts
t.thomas@wealthadvisors.com +1 646 576 3343
Michael R. Thompson
Managing Director
b.clark@partnersllc.com
Katherine J. Walsh
Head of Investments
s.chen@partnersllc.com
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MSA Financial
Wealth Manager Braintree, United States
About

MSA Financial is a wealth manager based in Braintree, US. Founded in 1997.

Founded1997
Websitewww.example-site.com
Contacts
k.johnson@assetmgmt.com +41 44 496 6594
Amanda C. Fitzgerald
VP of Capital Markets
d.garcia@capitalgroup.net
Jennifer L. Santos
Senior Partner
b.clark@capitalgroup.net
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