LP Directory

12 limited partners found

12 results
Firm Name Type Location AUM Contact
Cascade Asset Management
Family Office - Single Kirkland, United States $80.0B
About

Cascade is an American holding and investment company headquartered in Kirkland, Washington, United States. It oversees Microsoft co-founder Bill Gates' personal wealth. Cascade is purely an asset management firm that invests Gates's personal wealth. Cascade is not a family office in the traditional sense and does not like to call itself one. It does not handle logistics, payroll or expenses for the foundation. More than half of Gates' fortune is held in assets outside his holding of Microsoft shares.

Founded1994
Websitewww.example-site.com
SectorsImpact Investing, ESG & Sustainability, AI/Robotics/Machine Learning, Big Data, Biomedical Technology & Medical Resea...
Investment TypesLong-Term Investments, Venture Capital, Venture Capital - Early Stage, Private Equity, Venture Capital - Later Stage,...
Contacts
n.harris@investco.com +1 713 863 3956
Amanda C. Fitzgerald
VP of Capital Markets
d.garcia@firmcapital.com
Jennifer L. Santos
Senior Partner
p.anderson@capitalgroup.net
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Cascade Investment, LLC (Bill Gates Family Office)
Family Office - Single Kirkland, WA, United States $70.0B
About

Cascade Asset Management Company manages assets for Bill Gates and the Gates Foundation Trust. Information about the company can be found here.

Founded1994
Websitewww.example-site.com
Contacts
a.taylor@capitalgroup.net +61 2 948 7183
Amanda C. Fitzgerald
VP of Capital Markets
a.taylor@wealthadvisors.com
Jennifer L. Santos
Senior Partner
b.clark@wealthadvisors.com
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Elite Wealth Management
Wealth Manager Kirkland, United States $1.0B
About

Elite Wealth Management is a wealth management firm based in Kirkland, Washington. Established in 2004, the firm provides family office, accounting & tax planning, financial & retirement planning, trust & estate planning, and philanthropic services to individuals, institutions, and families. The assets of the firm are managed by the executive management team.

Founded2004
Websitewww.example-site.com
Contacts
l.martinez@groupholdings.com +1 415 582 9513
Katherine J. Walsh
Head of Investments
c.lee@groupholdings.com
Michael R. Thompson
Managing Director
s.chen@investco.com
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Elite Wealth Management, Inc.
Family Office - Multi Kirkland, WA, United States $996M
About

Discover your hidden wealth potential through the pillars of Transparency, Integrity, and Trust. Learn More About US OUR MISSION Elite Wealth Management was founded on an unwavering commitment to business excellence. In every service we provide, we strive to create trusted relationships with our clients and work diligently to ensure that we become a valued

Websitewww.example-site.com
Contacts
k.johnson@groupholdings.com +1 310 247 6168
Robert M. Patel
Portfolio Manager
a.taylor@investpartners.com
David A. Nguyen
Chief Investment Officer
k.johnson@investpartners.com
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Abacus Financial Planning
Wealth Manager Kirkland, United States
About

Abacus Financial Planning is a wealth manager based in Kirkland, US. Founded in 2023.

Founded2023
Websitewww.example-site.com
Contacts
a.taylor@investpartners.com +1 713 743 7369
David A. Nguyen
Chief Investment Officer
c.lee@wealthadvisors.com
Robert M. Patel
Portfolio Manager
c.lee@wealthadvisors.com
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