LP Directory

15 limited partners found

15 results
Firm Name Type Location AUM Contact
Proteus
Fund of Funds Indianapolis, United States $318.0B
About

Proteus offers investor solutions providing a new level of opportunities for sophisticated investors, advisors, managers, and sponsors. The platform offers portfolio construction tools and investment management analytics with comprehensive reporting. Proteus was founded in 2014 and is based in Indianapolis, Indiana.

Founded2012
Websitewww.example-site.com
SectorsDiversified
Investment TypesBuyout, Venture (General)
Contacts
p.anderson@globalwealth.co +1 312 581 6524
Jennifer L. Santos
Senior Partner
d.garcia@firmcapital.com
Amanda C. Fitzgerald
VP of Capital Markets
s.chen@fundmgmt.co
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Oxford Financial Group
Family Office - Multi Carmel, United States $30.0B
About

Oxford Financial Group is a multi-family office based in Indianapolis, Indiana. Established in 1981, the firm provides wealth management advice and family office services to high-net-worth individuals, families, foundations, and endowments. Oxford is one of the largest independent RIA firms in the country with oversight of more than $30 billion in assets under advisement (which includes assets under management). Oxford has 22 Managing Directors in seven market offices who serve over 700 family and institutional clients in 36 states, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.

Founded1981
Websitewww.example-site.com
SectorsEquity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth...
Investment TypesBuyout, Co-Investment, Private Equity, Growth/Expansion, Hedge Fund, Oil/Gas, Real Assets & Natural Resources - Gener...
Contacts
p.anderson@groupholdings.com +1 415 522 4819
Amanda C. Fitzgerald
VP of Capital Markets
b.clark@capitalgroup.net
Jennifer L. Santos
Senior Partner
a.taylor@partnersllc.com
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Butler University Endowment
Endowment Plan Indianapolis, United States $297M
About

Butler University is a nationally recognized university in Indianapolis, Indiana, offering 85+ undergraduate and graduate degree options across six academic colleges.

Websitewww.example-site.com
SectorsDiversified, Business Services, Consumer Discretionary, Consumer Services, Energy & Utilities, Forestry & Timber, Ind...
Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds...
Contacts
n.harris@firmcapital.com +1 713 788 5182
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@assetmgmt.com
Jennifer L. Santos
Senior Partner
l.martinez@investco.com
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Brucke Financial
Wealth Manager Teutopolis, United States $201M
About

Brucke Financial, a registered investment adviser and fee based financial planner in Indianapolis, IN and Teutopolis, Effingham, IL, offers financial planning, investment and portfolio management services.

Founded1979
Websitewww.example-site.com
Contacts
d.garcia@fundmgmt.co +61 2 168 6224
James H. Nakamura
Director of Allocations
h.robinson@globalwealth.co
Thomas W. Erikson
Investment Director
h.robinson@partnersllc.com
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Cathedral High School Foundation
Foundation Indianapolis, United States $28M
About

Home - Cathedral High School is a private, Catholic school in Indianapolis, Indiana. Cathedral is consistently ranked as one of the best private schools in Indiana.

Founded2019
Websitewww.example-site.com
Contacts
r.brown@partnersllc.com +1 202 704 7682
Thomas W. Erikson
Investment Director
d.garcia@assetmgmt.com
James H. Nakamura
Director of Allocations
s.chen@assetmgmt.com
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