LP Directory

5 limited partners found

5 results
Firm Name Type Location AUM Contact
JM Family Holdings
Family Office - Single Deerfield Beach, United States $48.0B
About

Our principled, flexible approach allows us to deploy capital across multiple asset classes, security types and corporate structures. We’re in the business of helping other businesses succeed. We share in our success through stakeholder alignment and by reinvesting in our businesses, associates and communities. Our ability to self-finance and our sophisticated team of investment professionals allow us to provide sellers with an unparalleled combination of speed and certainty.

Websitewww.example-site.com
SectorsAutomobile Dealerships, Automobile Repair & Services Automotive, Automotive
Investment TypesMergers & Acquisitions/Buyouts, Short-Term Investments, Joint Venture/Partner
Contacts
j.miller@partnersllc.com +852 3 234 9919
Robert M. Patel
Portfolio Manager
m.wilson@capitalgroup.net
David A. Nguyen
Chief Investment Officer
t.thomas@globalwealth.co
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JM Family Enterprises, Inc. Associates' Retirement Plan
Private Sector Pension Fund Deerfield Beach, United States $708M
About

Jim Moran's passion for selling cars continues with JM Family. We build strong relationships with customers, partners and communities.

Founded1978
Websitewww.example-site.com
SectorsDiversified, Aerospace, Agribusiness, Business Services, Business Support Services, Chemicals, Commercial Property, C...
Investment TypesBalanced, Buyout, Co-Investment Multi-Manager, Co-investment, Distressed Debt, Early Stage: Seed, Fund of Funds, Grow...
Contacts
d.garcia@capitalgroup.net +1 212 685 7049
Michael R. Thompson
Managing Director
d.garcia@assetmgmt.com
Katherine J. Walsh
Head of Investments
n.harris@groupholdings.com
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Croft Investments
Family Office - Multi Deerfield Beach, United States $30M
About

Croft Investments is a multi-family office firm based in Deerfield Beach, Florida. Established in 2002, The firm focuses on investing in industry segments with significant upside potential. While some investments are conservative, Croft takes calculated risks and invests in a diverse group of companies. The office backs experienced management and their partners with strategic growth capital and occasional advice as a principal investor. Croft Investments' investment assets are valued at US$ 30 Million as of November 03, 2023.

Founded2002
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Vent...
Contacts
k.johnson@fundmgmt.co +1 312 131 5064
Katherine J. Walsh
Head of Investments
j.miller@groupholdings.com
Michael R. Thompson
Managing Director
d.garcia@investco.com
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COCompass Financial Family Office
Family Office - Multi Deerfield Beach, FL, United States
About

Compass Financial Family Office is a multi family office based in Deerfield Beach, FL, United States. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
l.martinez@globalwealth.co +33 1 109 8811
Michael R. Thompson
Managing Director
l.martinez@investpartners.com
Katherine J. Walsh
Head of Investments
l.martinez@assetmgmt.com
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GM&A Estate Management
Asset Manager Deerfield Beach, United States
About

We are a boutique firm that offers consulting and operational support to achieve professional estate management for residential properties located in South Florida.We work collectively with estate owners and/or family offices to physically oversee both management and capital improvements to their residences. In addition, our company provides the guidance, training, and support that the property staff members need to achieve the highest level of service and efficiency, so our clients may truly enjoy their homes.As an independent party with deep knowledge of the local marketplace, our unbiased and honest advice and expertise results in peace of mind for our clients.

Websitewww.example-site.com
SectorsWealth & Estate Planning, Options Trading, Equity/Mutual Funds, Conservative Allocation, Equity Securities, Startups ...
Investment TypesVenture Capital - Early Stage, Private Equity, Venture Capital, Investment Funds
Contacts
h.robinson@fundmgmt.co +1 212 415 8369
Thomas W. Erikson
Investment Director
t.thomas@firmcapital.com
James H. Nakamura
Director of Allocations
t.thomas@globalwealth.co
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