LP Directory

13 limited partners found

13 results
Firm Name Type Location AUM Contact
JUJump Management (Michael Jordan Family Office)
Family Office - Single Charlotte, NC, United States $3.5B
About

Jump Management is a single family office based in Charlotte, NC, United States, managing the private wealth and investments of the Michael Jordan family. The firm manages approximately $3.5B in assets under management.

Contacts
k.johnson@assetmgmt.com +61 2 843 6828
Thomas W. Erikson
Investment Director
s.chen@assetmgmt.com
James H. Nakamura
Director of Allocations
l.martinez@assetmgmt.com
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COColony Family Office
Family Office - Multi Charlotte, NC, United States $2.6B
About

Colony Family Office is a multi family office based in Charlotte, NC, United States. Founded in 2013. The firm manages approximately $2.6B in assets under management.

Founded2013
Contacts
b.clark@groupholdings.com +65 6 362 2203
Michael R. Thompson
Managing Director
r.brown@partnersllc.com
Katherine J. Walsh
Head of Investments
k.johnson@capitalgroup.net
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TAGStone Capital
Wealth Manager Charlotte, United States $2.3B
About

TAGStone is a fee-only registered investment advisor headquartered in Charlotte, NC. The firm is independently owned and operated. The firm represents successful entrepreneurs, individuals, families, and business clients.

Websitewww.example-site.com
Investment TypesBridge Financing, Distressed Debt Investing, Investment Funds, Joint Venture/Partner, Junior/Mezzanine Financing, Man...
Contacts
e.walker@investpartners.com +49 30 890 7239
Michael R. Thompson
Managing Director
d.garcia@investpartners.com
Katherine J. Walsh
Head of Investments
e.walker@assetmgmt.com
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SPX US Pension Plan
Private Sector Pension Fund Charlotte, United States $251M
About

SPX Technologies, based in Charlotte, NC, is a supplier of highly engineered products and technologies, holding leadership positions in the HVAC, detection and measurement, and engineered solutions markets.

Founded1956
Websitewww.example-site.com
SectorsDiversified
Investment TypesEarly Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General)
Contacts
s.chen@globalwealth.co +33 1 229 8014
Robert M. Patel
Portfolio Manager
p.anderson@investpartners.com
David A. Nguyen
Chief Investment Officer
t.thomas@wealthadvisors.com
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Biltmore Family Office, LLC
Family Office - Multi Charlotte, NC, United States $0M
About

Biltmore Family Office is an independent wealth advisory firm. We think like families because we were founded by our family and designed for your family.

Founded2008
Websitewww.example-site.com
Contacts
h.robinson@fundmgmt.co +33 1 574 7832
Jennifer L. Santos
Senior Partner
l.martinez@investpartners.com
Amanda C. Fitzgerald
VP of Capital Markets
s.chen@wealthadvisors.com
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