LP Directory

Portfolio Advisors' investment portfolio is valued at over $42.23 billion as of March 29, 2024, with investments in private equity, hedge funds, and real estate. The discretionary assets of the firm are valued at $26.62 billion. As of March 29, 2024, the private equity portfolio is valued at $18.14 billion, representing 43% of the total portfolio. This is a decrease compared to December 31, 2022, when the private equity portfolio was valued at $19.89 billion. Investments in private equity include buyout, co-investment, fund of funds, mezzanine, private growth equity, distressed debt, and secondary and venture capital fund strategies diversified in geographical locations across the globe. The firm's investments are governed by the executive management team, with Mr. Daniel C. Iamiceli serving as Chief Financial Officer- Funds.

NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, and the in-house intellectual capital capability and customer services experience our clients have come to expect.Everything we have done over the years has been aimed at identifying the best products, creating the best solutions, and providing the best advice in investments, credit, and financial planning.NewEdge Wealth is a continuation of this commitment to our clients and their families.

Achieve your financial goals with investment management and other services from Fairfield, Bush & Co. in Darien, CT.

Granite Group Advisors, LLC is a multi family office based in Darien, CT, United States. Founded in 2004. The firm manages approximately $306M in assets under management.

Old Hill Partners is a family office - multi based in Darien, US. Founded in 2021. Reported AUM: $150M.