LP Directory

6 limited partners found

6 results
Firm Name Type Location AUM Contact
Mark Sheptoff Financial Planning
Wealth Manager Glastonbury, United States $411M
About

Mark Sheptoff Financial Planning is a wealth manager based in Glastonbury, US. Founded in 1997. Reported AUM: $411M.

Founded1997
Websitewww.example-site.com
Contacts
e.walker@wealthadvisors.com +61 2 693 9963
Amanda C. Fitzgerald
VP of Capital Markets
h.robinson@capitalgroup.net
Jennifer L. Santos
Senior Partner
t.thomas@partnersllc.com
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Briggs Wealth Management
Wealth Manager Glastonbury, United States $214M
About

Briggs Wealth Management is a wealth manager based in Glastonbury, US. Founded in 1991. Reported AUM: $214M.

Founded1991
Websitewww.example-site.com
Contacts
t.thomas@investco.com +1 617 928 9363
David A. Nguyen
Chief Investment Officer
k.johnson@firmcapital.com
Robert M. Patel
Portfolio Manager
e.walker@globalwealth.co
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CIG Private Wealth Management
Family Office - Multi Glastonbury, United States $200M
About

CIG Private Wealth Management, LLC, was founded to provide comprehensive lifestyle and wealth management services to clients and their families. Our mission is to be advocate focused and fully aligned to help our families achieve their unique goals in lifestyle, wealth management, and legacy planning. By understanding the complex needs of our families, we are able to provide a process and services that permit our clients to enjoy their lifestyle and nurture the next generations.

Websitewww.example-site.com
SectorsCommodities, Financial Services, Business Services, Hedge Funds, Diversified, Superannuation/Pension Funds
Investment TypesFund of Funds, Balanced, Securities, Early Stage, Venture (General)
Contacts
d.garcia@globalwealth.co +33 1 574 3287
Robert M. Patel
Portfolio Manager
l.martinez@investco.com
David A. Nguyen
Chief Investment Officer
j.miller@groupholdings.com
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Gateway Wealth Partners
Wealth Manager Glastonbury, United States
About

At Gateway Financial Partners we focus on building, managing, protecting, and distributing wealth for our clients.

Founded1994
Websitewww.example-site.com
Contacts
k.johnson@capitalgroup.net +49 30 230 3243
Jennifer L. Santos
Senior Partner
l.martinez@fundmgmt.co
Amanda C. Fitzgerald
VP of Capital Markets
d.garcia@fundmgmt.co
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Omnica Wealth
Wealth Manager Glastonbury, United States
About

C.I.G. Private Wealth Management is a wealth management firm based in Glastonbury, Connecticut. Established in 1999, C.I.G. Private Wealth Management provides comprehensive lifestyle and wealth management services to clients and their families. The firm's mission is to be advocate-focused and fully aligned to help families achieve their unique goals in lifestyle, wealth management, and legacy planning. The assets of the firm are managed by the executive management team.

Founded1999
Websitewww.example-site.com
Contacts
h.robinson@assetmgmt.com +1 713 953 5833
Katherine J. Walsh
Head of Investments
n.harris@investco.com
Michael R. Thompson
Managing Director
s.chen@investco.com
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