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	Firm Name	Type	Location	AUM
	CICincinnati Financial Corporation	Insurance Company	Fairfield, United States	$29.6B
About Cincinnati Financial Corporation is a insurance company based in Fairfield, US. Founded in 1950. Reported AUM: $29.6B. Founded1950 Websitewww.example-site.com SectorsDiversified, Aerospace, Biotechnology, Business Support Services, Consumer Products, Consumer Services, Defence, Fina... Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Venture (General) Contacts h.robinson@investpartners.com +1 202 464 3620 James H. Nakamura Director of Allocations j.miller@investpartners.com Thomas W. Erikson Investment Director t.thomas@investpartners.com Upgrade to view contact detailsUpgrade
	MOMoneco Advisors	Family Office - Multi	Fairfield, United States	$1.5B
About Moneco Advisors is dedicated to investment management, retirement planning, tax, insurance, legacy planning and wealth management. Websitewww.example-site.com SectorsDebt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust M... Investment TypesGrowth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital Contacts p.anderson@wealthadvisors.com +1 617 913 8779 Robert M. Patel Portfolio Manager n.harris@investco.com David A. Nguyen Chief Investment Officer d.garcia@groupholdings.com Upgrade to view contact detailsUpgrade
	STStrategic Family Wealth Counselors	Wealth Manager	Fairfield, United States	$1.3B
About Strategic Family Wealth Counselors is a wealth manager based in Fairfield, US. Founded in 2000. Reported AUM: $1.3B. Founded2000 Websitewww.example-site.com Contacts j.miller@firmcapital.com +1 202 599 4517 Katherine J. Walsh Head of Investments s.chen@firmcapital.com Michael R. Thompson Managing Director b.clark@fundmgmt.co Upgrade to view contact detailsUpgrade
	BLBleakley Financial Group	Wealth Manager	Fairfield, United States	$900M
About Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Websitewww.example-site.com SectorsCapital Markets, Conservative Allocation, Equity/Mutual Funds, Options Trading Finance, Traditional Investments (Liqu... Investment TypesInvestment Funds, Joint Venture/Partner, Private Equity, Venture Capital Contacts s.chen@globalwealth.co +65 6 482 3543 Katherine J. Walsh Head of Investments s.chen@wealthadvisors.com Michael R. Thompson Managing Director k.johnson@investpartners.com Upgrade to view contact detailsUpgrade
	SNSnowwater Investment Partners	Wealth Manager	Fairfield, United States	$800M
About Snowwater Investment Partners, LLC is an Independent Financial Advisory Firm located in Fairfield, CT. Serving clients across the U.S. Founded2020 Websitewww.example-site.com Contacts c.lee@globalwealth.co +1 617 988 8460 Robert M. Patel Portfolio Manager l.martinez@wealthadvisors.com David A. Nguyen Chief Investment Officer r.brown@investpartners.com Upgrade to view contact detailsUpgrade

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