LP Directory

5 limited partners found

5 results
Firm Name Type Location AUM Contact
Sweetwater Capital Partners
Private Equity Firm Encinitas, United States $1.3B
About

Sweetwater Private Equity is a boutique private equity manager that specializes in niche secondary opportunities – creating simple, streamlined investment opportunities.

Founded2016
Websitewww.example-site.com
SectorsFinancial Services
Investment TypesVenture (General)
Contacts
r.brown@assetmgmt.com +49 30 380 8359
Amanda C. Fitzgerald
VP of Capital Markets
l.martinez@capitalgroup.net
Jennifer L. Santos
Senior Partner
d.garcia@capitalgroup.net
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Koa Wealth Management
Wealth Manager Encinitas, United States $176M
About

Koa Wealth Management is a wealth manager based in Encinitas, US. Founded in 2018. Reported AUM: $176M.

Founded2018
Websitewww.example-site.com
Contacts
j.miller@investco.com +65 6 797 4107
David A. Nguyen
Chief Investment Officer
s.chen@assetmgmt.com
Robert M. Patel
Portfolio Manager
a.taylor@investpartners.com
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ABP Capital
Family Office - Multi Encinitas, United States
About

ABP Capital is a family office (multi) based in Encinitas, California. Established in 2012, the firm is a nationally diversified financial services firm specializing in lending, private equity, investment, and real estate. The assets of the firm are managed by its executive team.

Founded2012
Websitewww.example-site.com
SectorsFinancial Services, Lending and Investments, Real Estate
Investment TypesBuyout, Direct Lending, Private Equity, Growth/Expansion, Real Estate - General
Contacts
s.chen@fundmgmt.co +1 312 731 5175
Amanda C. Fitzgerald
VP of Capital Markets
m.wilson@partnersllc.com
Jennifer L. Santos
Senior Partner
s.chen@globalwealth.co
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Discipline Funds
Wealth Manager Encinitas, United States
About

Discipline Funds is a wealth manager based in Encinitas, US. Founded in 2012.

Founded2012
Websitewww.example-site.com
Contacts
j.miller@groupholdings.com +49 30 830 5309
Robert M. Patel
Portfolio Manager
t.thomas@fundmgmt.co
David A. Nguyen
Chief Investment Officer
j.miller@capitalgroup.net
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E3 Los Angeles
Asset Manager Encinitas, United States
About

Founded on the principles of quality, integrity and proficiency, E3 combines Experienced professionals with an Efficient corporate structure in order to produce the most Effective results for your assets.E3 provides a variety of real estate management as well as problem resolution services, including receivership, forensic accounting and litigation support. With over 100 years of combined experience in both the real estate management and problem resolution arenas, our team has collectively owned, managed and provided receivership services for 250+ assets throughout the country.

Websitewww.example-site.com
SectorsCapital Markets, Charitable Investments, Commercial Property Acquisition & Development, Debt Management, Diversified ...
Investment TypesLong-Term Investments, Private Equity, Structured Equity, Venture Capital
Contacts
c.lee@capitalgroup.net +65 6 227 8991
Robert M. Patel
Portfolio Manager
m.wilson@assetmgmt.com
David A. Nguyen
Chief Investment Officer
k.johnson@investco.com
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