LP Directory

65 limited partners found

65 results
Firm Name Type Location AUM Contact
PIPinnacle Family Office Investments
Family Office - Multi Dallas, United States $24.2B
About

Pinnacle Family Office Investments is a multi-family office based in Dallas, Texas. Established in 2009, the firm provides family office services such as investment, taxation, and estate planning to its clients. The firm is managed by the executive management team.

Founded2009
Contacts
s.chen@wealthadvisors.com +1 310 697 9193
James H. Nakamura
Director of Allocations
b.clark@investpartners.com
Thomas W. Erikson
Investment Director
k.johnson@investpartners.com
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Tolleson Wealth Management
Family Office - Multi Dallas, United States $8.0B
About

Tolleson Wealth Management is a multi-family office based in Dallas, Texas. Established in 2000, the private firm specializes in the wealth management, trust, and private banking needs of wealthy individuals. The firm serves families both regionally and abroad. What started as a single-family office built to serve the needs of the Tolleson family became a comprehensive solution for other families. Over time, our services developed to better address your growing needs. The firm also provides personal and business banking services through Tolleson Private Bank.

Founded2000
Websitewww.example-site.com
SectorsDebt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Restaurants & Bars, Retireme...
Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - Gen...
Contacts
c.lee@investpartners.com +41 44 166 3348
Jennifer L. Santos
Senior Partner
p.anderson@fundmgmt.co
Amanda C. Fitzgerald
VP of Capital Markets
j.miller@capitalgroup.net
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Comerica Capital Advisors
Wealth Manager Dallas, United States $5.5B
About

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by three business segments: The Business Bank, The Retail Bank, and Wealth Management. Comerica focuses on relationships, and helping people and businesses be successful.

Founded1849
Websitewww.example-site.com
SectorsDiversified, Biotechnology, Business Services, Construction, Consumer Products, Consumer Services, Healthcare, Inform...
Investment TypesEarly Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General)
Contacts
m.wilson@globalwealth.co +33 1 559 1954
Katherine J. Walsh
Head of Investments
a.taylor@investpartners.com
Michael R. Thompson
Managing Director
e.walker@wealthadvisors.com
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CH Investment Partners
Family Office - Multi Dallas, United States $5.0B
About

CH Investment Partners is a multi-family office based in Dallas, Texas. Established in 2011, the firm is part of Crow Holdings Capital - a registered investment advisor (RIA) and seeks investments across asset classes: private equity, hedge funds, equities, etc. The assets of the firm are managed by the executive management team.

Founded2011
Websitewww.example-site.com
SectorsInvestment Management Finance, Financial Services
Investment TypesBuyout, Co-Investment, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Estate - General,...
Contacts
m.wilson@globalwealth.co +41 44 256 6140
Robert M. Patel
Portfolio Manager
p.anderson@globalwealth.co
David A. Nguyen
Chief Investment Officer
n.harris@partnersllc.com
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RGT Wealth Advisors
Wealth Manager Dallas, United States $5.0B
About

RGT Wealth Advisors is an independent financial advisory firm headquartered in Dallas, Texas. It is now part of the Corient group. We involve the client in the decision-making process, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.

Founded1985
Websitewww.example-site.com
SectorsInvestment Management, Wealth & Estate Planning, Options Trading, Equity/Mutual Funds, Equity Securities, Conservativ...
Investment TypesJoint Venture/Partner, Venture Capital - Early Stage, Venture Capital, Private Equity, Investment Funds
Contacts
h.robinson@firmcapital.com +1 312 746 6662
David A. Nguyen
Chief Investment Officer
l.martinez@partnersllc.com
Robert M. Patel
Portfolio Manager
h.robinson@firmcapital.com
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