LP Directory

6 limited partners found

6 results
Firm Name Type Location AUM Contact
Pitcairn Family Office
Family Office - Multi Jenkintown, PA, United States $9.0B
About

Pitcairn's Shared Single-Family Office® helps wealthy families think bigger, stress less, and live more across every generation.

Founded1923
Websitewww.example-site.com
Contacts
c.lee@partnersllc.com +852 3 309 4129
Thomas W. Erikson
Investment Director
b.clark@assetmgmt.com
James H. Nakamura
Director of Allocations
t.thomas@assetmgmt.com
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Pitcairn
Family Office - Multi Jenkintown, United States $5.7B
About

For almost a century, Pitcairn has partnered with some of the world's wealthiest families to meet their needs and drive better outcomes year to year, decade to decade, generation to generation. In all, the firm has $5.7 billion in assets under advisement, which it manages with its sights set a long way into the future.

Founded1923
Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Trust Management, Wealth & Estate Planning, Legal & Tax Services, Debt Management, C...
Investment TypesBuyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Contacts
j.miller@groupholdings.com +1 415 792 4701
David A. Nguyen
Chief Investment Officer
m.wilson@wealthadvisors.com
Robert M. Patel
Portfolio Manager
e.walker@investco.com
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Diamond Equity Partners
Family Office - Single Jenkintown, United States $100M
About

Diamond Equity Partners is a private investment firm focusing on the lower middle market. We have a committed pool of capital which we seek to invest in opportunities across a range of industries and asset classes. Our investment thesis is not swayed by the current economic environment; it is based on core fundamentals of our partner companies and their objectives.

Websitewww.example-site.com
SectorsBusiness & Administrative Services, ESG & Sustainability, Luxury & Upscale Retail, Impact Investing Commercial & Prof...
Investment TypesGrowth Capital, Venture Capital - Later Stage, Private Equity, Venture Capital
Contacts
b.clark@capitalgroup.net +1 713 173 3598
David A. Nguyen
Chief Investment Officer
a.taylor@groupholdings.com
Robert M. Patel
Portfolio Manager
r.brown@assetmgmt.com
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Alvin Clay Financial Advisors
Asset Manager Jenkintown, United States $90M
About

Established in 2015, Alvin Clay Financial Advisors, LLC (ACFA) is a Jenkintown PA-based Registered Investment Advisor (RIA) providing advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, private education institutions, and other business entities. The firm conducts financial planning services, portfolio management for individuals, small businesses and institutions, pension consulting services, selection of other advisors and educational workshops.AC

Websitewww.example-site.com
SectorsHigh-Level Sectors, Non-Profit, Charitable Investments, Values-Based Investing, ESG & Sustainability
Investment TypesDirect Investing, Joint Venture/Partner, Philanthropy, Short-Term Investments
Contacts
h.robinson@partnersllc.com +65 6 257 1179
Robert M. Patel
Portfolio Manager
j.miller@groupholdings.com
David A. Nguyen
Chief Investment Officer
h.robinson@investpartners.com
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PIPitcairn Trust Company (Pitcairn)
Family Office - Multi Jenkintown, United States
About

Pitcairn Trust Company is a multi family office based in Jenkintown, United States. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
s.chen@wealthadvisors.com +1 202 659 4749
James H. Nakamura
Director of Allocations
d.garcia@globalwealth.co
Thomas W. Erikson
Investment Director
m.wilson@firmcapital.com
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