LP Directory

11 limited partners found

11 results
Firm Name Type Location AUM Contact
Sprott Asset Management USA
Asset Manager Carlsbad, United States $33.4B
About

Sprott Asset Management USA is a asset manager based in Carlsbad, US. Founded in 2005. Reported AUM: $33.4B.

Founded2005
Websitewww.example-site.com
Contacts
e.walker@capitalgroup.net +49 30 185 4069
Katherine J. Walsh
Head of Investments
t.thomas@wealthadvisors.com
Michael R. Thompson
Managing Director
e.walker@groupholdings.com
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Axxcess Wealth Management
Wealth Manager Carlsbad, United States $3.4B
About

Axxcess Wealth Management is a wealth manager based in Carlsbad, US. Founded in 2011. Reported AUM: $3.4B.

Founded2011
Websitewww.example-site.com
Contacts
d.garcia@investco.com +1 415 477 9217
David A. Nguyen
Chief Investment Officer
k.johnson@investpartners.com
Robert M. Patel
Portfolio Manager
m.wilson@investpartners.com
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Vantedge Wealth Management
Wealth Manager Carlsbad, United States $550M
About

Vantedge Wealth Management offers investment management along with retirement, financial, estate and insurance planning services.

Websitewww.example-site.com
SectorsBusiness Services, Insurance, Financial Services, Diversified, Real Estate
Investment TypesGrowth, Balanced
Contacts
n.harris@globalwealth.co +41 44 706 4792
Katherine J. Walsh
Head of Investments
m.wilson@assetmgmt.com
Michael R. Thompson
Managing Director
j.miller@wealthadvisors.com
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Sprott Private Wealth
Wealth Manager Carlsbad, United States $296M
About

Sprott Private Wealth is a wealth manager based in Carlsbad, US. Founded in 1981. Reported AUM: $296M.

Founded1981
Websitewww.example-site.com
Investment TypesMezzanine, Special Situations, Venture Debt
Contacts
m.wilson@capitalgroup.net +44 20 105 5310
Amanda C. Fitzgerald
VP of Capital Markets
h.robinson@capitalgroup.net
Jennifer L. Santos
Senior Partner
c.lee@partnersllc.com
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Vistica Wealth Advisors
Wealth Manager Carlsbad, United States $125M
About

Vistica Wealth Advisors is a wealth manager based in Carlsbad, US. Reported AUM: $125M.

Websitewww.example-site.com
Contacts
d.garcia@investpartners.com +65 6 287 6847
Katherine J. Walsh
Head of Investments
r.brown@partnersllc.com
Michael R. Thompson
Managing Director
m.wilson@globalwealth.co
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