65 limited partners found
| Firm Name | Type | Location | AUM | Contact | |
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PIPinnacle Family Office Investments |
Family Office - Multi | Dallas, United States | $24.2B | ||
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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
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| Family Office - Multi | Dallas, United States | $8.0B | |||
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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 Website 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
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| Wealth Manager | Dallas, United States | $5.5B | |||
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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 Website 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
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| Family Office - Multi | Dallas, United States | $5.0B | |||
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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 Website SectorsInvestment Management Finance, Financial Services Investment TypesBuyout, Co-Investment, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Estate - General,... Contacts
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| Wealth Manager | Dallas, United States | $5.0B | |||
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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 Website 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
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