LP Directory

7 limited partners found

7 results
Firm Name Type Location AUM Contact
Private Wealth Management of North Carolina
Wealth Manager Henderson, United States $153M
About

Private Wealth Management of North Carolina is a wealth manager based in Henderson, US. Founded in 2009. Reported AUM: $153M.

Founded2009
Websitewww.example-site.com
Contacts
l.martinez@wealthadvisors.com +1 415 567 7523
Thomas W. Erikson
Investment Director
e.walker@groupholdings.com
James H. Nakamura
Director of Allocations
p.anderson@assetmgmt.com
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Freed-Hardeman University Endowment
Endowment Plan Henderson, United States $85M
About

By providing a quality education that integrates Christian faith, scholarship, and service, FHU empowers students like you.

Websitewww.example-site.com
SectorsDiversified, Healthcare, Healthcare IT, Information Technology, Marketing/Advertising
Investment TypesDistressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Growth...
Contacts
n.harris@globalwealth.co +1 212 670 6331
Katherine J. Walsh
Head of Investments
a.taylor@globalwealth.co
Michael R. Thompson
Managing Director
l.martinez@partnersllc.com
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Cadenza Financial Planning
Wealth Manager Henderson, United States
About

Cadenza Financial Planning is a wealth manager based in Henderson, US.

Websitewww.example-site.com
Contacts
t.thomas@wealthadvisors.com +44 20 720 2633
Amanda C. Fitzgerald
VP of Capital Markets
j.miller@wealthadvisors.com
Jennifer L. Santos
Senior Partner
h.robinson@wealthadvisors.com
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Capstone Capital Wealth Advisors
Wealth Manager Henderson, United States
About

At Capstone Capital, our mission is to simplify your life and enhance your peace of mind. Let’s connect to explore whether we would be a good fit for your needs.

Founded2002
Websitewww.example-site.com
Contacts
l.martinez@partnersllc.com +1 310 322 4871
Michael R. Thompson
Managing Director
a.taylor@fundmgmt.co
Katherine J. Walsh
Head of Investments
s.chen@capitalgroup.net
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ELElysien Private Wealth
Family Office - Single Henderson, United States
About

Elysien Private Wealth is a single family office based in Henderson, United States. The office manages the family's private investments and wealth across multiple asset classes.

Contacts
l.martinez@globalwealth.co +61 2 453 4945
James H. Nakamura
Director of Allocations
a.taylor@partnersllc.com
Thomas W. Erikson
Investment Director
s.chen@firmcapital.com
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