LP Directory

4 limited partners found

4 results
Firm Name Type Location AUM Contact
Breck School
Foundation Golden Valley, United States $66M
About

Breck School is a foundation based in Golden Valley, US. Founded in 1886. Reported AUM: $66M.

Founded1886
Websitewww.example-site.com
SectorsDiversified
Investment TypesBuyout, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Growth, Turnaround, Venture ...
Contacts
p.anderson@partnersllc.com +1 713 968 8607
Michael R. Thompson
Managing Director
t.thomas@wealthadvisors.com
Katherine J. Walsh
Head of Investments
d.garcia@wealthadvisors.com
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Walrus Partners
Wealth Manager Golden Valley, United States $10M
About

Walrus Partners is a wealth manager based in Golden Valley, US. Founded in 1997. Reported AUM: $10M.

Founded1997
Websitewww.example-site.com
Contacts
a.taylor@investco.com +1 415 192 6572
Jennifer L. Santos
Senior Partner
a.taylor@assetmgmt.com
Amanda C. Fitzgerald
VP of Capital Markets
e.walker@investco.com
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Golden Valley Capital
Family Office - Single Boston, United States
About

Golden Valley Capital is a single family office based in Boston, United States. Founded in 2019. The firm pursues early stage venture, seed investment strategies.

Founded2019
Websitewww.example-site.com
Investment TypesEarly Stage Venture, Seed
Contacts
p.anderson@partnersllc.com +1 212 775 2180
David A. Nguyen
Chief Investment Officer
a.taylor@firmcapital.com
Robert M. Patel
Portfolio Manager
l.martinez@capitalgroup.net
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Oak Ridge Financial Services Group
Wealth Manager Golden Valley, United States
About

Oak Ridge Financial Services Group is a wealth manager based in Golden Valley, US. Founded in 1977.

Founded1977
Websitewww.example-site.com
Contacts
j.miller@partnersllc.com +1 713 143 8157
James H. Nakamura
Director of Allocations
m.wilson@investco.com
Thomas W. Erikson
Investment Director
s.chen@groupholdings.com
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