LP Directory

3 limited partners found

3 results
Firm Name Type Location AUM Contact
Brandywine Oak Private Wealth LLC
Family Office - Multi Kennett Square, United States $1.0B
About

Looking for a professional financial advisor in Kennett Square, PA? Turn to our team of advisors at Brandywine Oak Private Wealth for all your financial needs!

Founded2018
Websitewww.example-site.com
Contacts
j.miller@assetmgmt.com +1 202 389 9572
Amanda C. Fitzgerald
VP of Capital Markets
k.johnson@groupholdings.com
Jennifer L. Santos
Senior Partner
d.garcia@investpartners.com
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Genesis Healthcare Foundation
Foundation Kennett Square, United States $78M
About

Genesis Healthcare Foundation is a foundation based in Kennett Square, US. Founded in 1999. Reported AUM: $78M.

Founded1999
Websitewww.example-site.com
SectorsDiversified
Contacts
m.wilson@globalwealth.co +49 30 290 1682
Thomas W. Erikson
Investment Director
e.walker@investco.com
James H. Nakamura
Director of Allocations
j.miller@wealthadvisors.com
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Legacy Solutions
Wealth Manager Kennett Square, United States
About

Legacy Solutions is a wealth manager based in Kennett Square, US. Founded in 2022.

Founded2022
Websitewww.example-site.com
Contacts
d.garcia@groupholdings.com +41 44 766 9935
Jennifer L. Santos
Senior Partner
n.harris@groupholdings.com
Amanda C. Fitzgerald
VP of Capital Markets
j.miller@wealthadvisors.com
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