LP Directory

24 limited partners found

24 results
Firm Name Type Location AUM Contact
Altegris Investments
Asset Manager La Jolla, United States $2.5B
About

Altegris Investments Inc. helps individuals and families diversify portfolios with premier alternative Investments .

Websitewww.example-site.com
SectorsImpact Investing, Investment Management, Retirement Planning, Trust Management, Wealth & Estate Planning, High-Level ...
Investment TypesPrivate Equity, Joint Venture/Partner
Contacts
n.harris@investco.com +1 312 461 8957
James H. Nakamura
Director of Allocations
s.chen@groupholdings.com
Thomas W. Erikson
Investment Director
j.miller@investco.com
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CoastEdge Partners
Wealth Manager La Jolla, United States $1.0B
About

CoastEdge Partners is an investment advisor based in La Jolla, California. Established in 2006, the firm is a multi-family office and private investment firm focusing on asset classes including municipal fixed income, private equity, venture capital, private real estate, distressed investments, and hedge funds. It serves entrepreneurs, CEOs, founders, wealth creators, high-net-worth and multi-generational families, and other independent registered investment advisors. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Founded2006
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Real Assets & Natural Resources - General, Real Estate - General, Venture C...
Contacts
c.lee@groupholdings.com +1 310 307 5926
Michael R. Thompson
Managing Director
j.miller@firmcapital.com
Katherine J. Walsh
Head of Investments
k.johnson@fundmgmt.co
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Salk Institute for Biological Studies
Foundation La Jolla, United States $644M
About

Salk Institute for Biological Studies is a foundation based in La Jolla, US. Founded in 1960. Reported AUM: $644M.

Founded1960
Websitewww.example-site.com
SectorsDiversified, Aerospace, Biotechnology, Business Support Services, Consumer Discretionary, Consumer Products, Consumer...
Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Hybrid, Natural Resour...
Contacts
j.miller@wealthadvisors.com +41 44 646 9647
Robert M. Patel
Portfolio Manager
s.chen@firmcapital.com
David A. Nguyen
Chief Investment Officer
c.lee@globalwealth.co
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Scripps Research Institute
Foundation La Jolla, United States $574M
About

Scripps Research Institute is a foundation based in La Jolla, US. Reported AUM: $574M.

Websitewww.example-site.com
SectorsDiversified, Energy & Utilities, Forestry & Timber, Oil & Gas
Investment TypesBuyout, Direct Secondaries, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late ...
Contacts
k.johnson@globalwealth.co +1 312 206 9979
Katherine J. Walsh
Head of Investments
e.walker@fundmgmt.co
Michael R. Thompson
Managing Director
a.taylor@partnersllc.com
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Cica
Family Office - Multi San Diego, United States $500M
About

Cica Inc. is a family office managing the assets of affluent clients. The firm was established in 1978 and is located at La Jolla, California.  Our areas of specialty include investment and portfolio management, commercial real estate, private equity, fiduciary services, debt management, defined benefit plans, and corporate governance.

Websitewww.example-site.com
SectorsCommercial Property Acquisition & Development, Debt Management, Investment Management Financial Services, Finance, Re...
Investment TypesPrivate Equity
Contacts
c.lee@investco.com +44 20 540 6570
Jennifer L. Santos
Senior Partner
l.martinez@partnersllc.com
Amanda C. Fitzgerald
VP of Capital Markets
n.harris@partnersllc.com
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