LP Directory

8 limited partners found

8 results
Firm Name Type Location AUM Contact
Family Office Services
Family Office - Multi Costa Mesa, United States $100M
About

Family Office Services is a multi-family office based in Irvine, California. The firm is focused on helping, develop and implement plans for minimizing taxes and maximizing benefits for the family and business. The assets of the firm are managed by the executive management team.

Websitewww.example-site.com
SectorsCharitable Investments, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-...
Contacts
r.brown@capitalgroup.net +1 415 192 6540
Jennifer L. Santos
Senior Partner
d.garcia@firmcapital.com
Amanda C. Fitzgerald
VP of Capital Markets
e.walker@partnersllc.com
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Bergendahl Holdings
Family Office - Single Irvine, United States
About

Bergendahl Holdings is a single-family office based in Irvine, California. It is a private family-holding company that invests in real estate, as well as small and middle-market companies, hedge funds, private equity, venture capital, and art. It also makes investments in a variety of sectors via co-investments and direct equity positions. The assets of the firm are managed by the executive management team.

Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early...
Contacts
r.brown@globalwealth.co +41 44 616 7425
James H. Nakamura
Director of Allocations
t.thomas@investco.com
Thomas W. Erikson
Investment Director
b.clark@investpartners.com
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BEBergendahl Holdings (Bergendahl Family Office)
Family Office - Single Irvine, CA, United States
About

Bergendahl Holdings is a single family office based in Irvine, CA, United States, managing the private wealth and investments of the Bergendahl family.

Contacts
a.taylor@fundmgmt.co +1 713 653 9836
Jennifer L. Santos
Senior Partner
l.martinez@globalwealth.co
Amanda C. Fitzgerald
VP of Capital Markets
l.martinez@globalwealth.co
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Excellent Capital
Family Office - Single Irvine, United States
About

Excellent Capital is a single-family office based in Irvine, California. The firm was established in 2014. The assets of the firm are managed by the executive team.

Founded2014
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Vent...
Contacts
n.harris@wealthadvisors.com +1 312 161 5728
James H. Nakamura
Director of Allocations
n.harris@investpartners.com
Thomas W. Erikson
Investment Director
n.harris@wealthadvisors.com
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Excellent Capital LLC (Simon Zhang Family Office)
Family Office - Single Irvine, CA, United States
About

Excellent Capital is a single family office founded by Simon Zhang in 2014 based in Newport Beach, California. The firm is focused on significant wealth generation for our first-generation Principal with holdings in commodities trading, real estate and asset management.

Founded2014
Websitewww.example-site.com
Contacts
n.harris@partnersllc.com +1 310 817 2897
James H. Nakamura
Director of Allocations
e.walker@groupholdings.com
Thomas W. Erikson
Investment Director
n.harris@assetmgmt.com
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