LP Directory

13 limited partners found

13 results
Firm Name Type Location AUM Contact
CECetera Advisor Networks
Wealth Manager El Segundo, United States $121.0B
About

Cetera Advisor Networks is a wealth manager based in El Segundo, US. Founded in 1983. Reported AUM: $121.0B.

Founded1983
Contacts
e.walker@globalwealth.co +1 312 161 6758
Michael R. Thompson
Managing Director
j.miller@groupholdings.com
Katherine J. Walsh
Head of Investments
c.lee@investco.com
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Running Point Capital Advisors LLC
Family Office - Multi El Segundo, CA, United States $1.2B
About

Running Point has merged with Cerity Partners. Together, our two firms are stronger than ever.

Founded2014
Websitewww.example-site.com
Contacts
d.garcia@investpartners.com +1 617 913 8013
Robert M. Patel
Portfolio Manager
a.taylor@firmcapital.com
David A. Nguyen
Chief Investment Officer
k.johnson@fundmgmt.co
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Regatta Capital Group
Wealth Manager El Segundo, United States $1.0B
About

Discover expert financial guidance from an independent wealth management firm based in El Segundo, CA dedicated to helping driven, successful clients plan for their future. Our passionate team specializes in financial planning, investment management, 401k consulting, endowments & foundations, and impact investing.

Founded2007
Websitewww.example-site.com
SectorsFinancial Services, Lending and Investments
Investment TypesVenture (General)
Contacts
a.taylor@groupholdings.com +1 713 278 5634
Katherine J. Walsh
Head of Investments
b.clark@fundmgmt.co
Michael R. Thompson
Managing Director
t.thomas@globalwealth.co
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Validus Capital
Family Office - Multi El Segundo, United States $1.0B
About

Validus Capital LLC is an investment advisor firm based in El Segundo, California. Established in 2022, the firm provides investment services to its clients. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Founded2022
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Contacts
c.lee@globalwealth.co +49 30 680 9309
David A. Nguyen
Chief Investment Officer
a.taylor@investpartners.com
Robert M. Patel
Portfolio Manager
r.brown@investpartners.com
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Curated Wealth Partners
Family Office - Multi El Segundo, United States $960M
About

Curated Wealth Partners is a multi-family office based in El Segundo, California. Established in 2018, the firm delivers financial advice to a select group of families. The assets of the firm are managed by the executive management team.

Founded2018
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early...
Contacts
e.walker@capitalgroup.net +1 617 613 2239
Jennifer L. Santos
Senior Partner
n.harris@assetmgmt.com
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@assetmgmt.com
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