LP Directory

18 limited partners found

18 results
Firm Name Type Location AUM Contact
Domani Wealth
Wealth Manager Lancaster, United States $1.0B
About

Domani Wealth (Domani Wealth) is a wealth management firm based in Lancaster, Pennsylvania. Established in 1995, the firm provides wealth planning, investment management, trust and foundation services, family office services, and business retirement plan services. The firm's mission is to deliver objective advice to its clients and serve as their family wealth guardians. The firm is managed by the board members. This firm is a Registered Investment Adviser (RIA).

Founded1995
Websitewww.example-site.com
Contacts
m.wilson@investco.com +1 617 448 4741
David A. Nguyen
Chief Investment Officer
p.anderson@investpartners.com
Robert M. Patel
Portfolio Manager
a.taylor@investpartners.com
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Franklin & Marshall College Endowment
Endowment Plan Lancaster, United States $380M
About

Franklin & Marshall College is a residential college in Lancaster, Pennsylvania, dedicated to excellence in undergraduate liberal arts education. Its aims are to inspire in young people of high promise and diverse backgrounds a genuine and enduring love for learning, to teach them to read, write, and think critically, to instill in them the capacity for both independent and collaborative action, and to educate them to explore and understand the natural, social and cultural worlds in which they live.

Websitewww.example-site.com
SectorsDiversified, Biotechnology, Business Services, Chemicals, Consumer Products, Electronics, Financial Services, Healthc...
Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds...
Contacts
n.harris@partnersllc.com +1 415 237 3036
Robert M. Patel
Portfolio Manager
k.johnson@groupholdings.com
David A. Nguyen
Chief Investment Officer
k.johnson@investpartners.com
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COCollective Family Office (CFO)
Family Office - Multi Lancaster, United States $336M
About

Collective Family Office is a multi family office based in Lancaster, United States. Founded in 2010. The firm manages approximately $336M in assets under management.

Founded2010
Contacts
h.robinson@firmcapital.com +61 2 558 1202
Amanda C. Fitzgerald
VP of Capital Markets
b.clark@wealthadvisors.com
Jennifer L. Santos
Senior Partner
j.miller@investco.com
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Eastern Alliance Insurance Company
Insurance Company Lancaster, United States $317M
About

Eastern Alliance Insurance Group provides superior workers' compensation insurance products and services. We create better outcomes for agents, policyholders and their employees.

Founded1997
Websitewww.example-site.com
SectorsDiversified, Consumer Products, Defence, Healthcare, Information Technology, Materials
Investment TypesGrowth
Contacts
b.clark@groupholdings.com +33 1 874 3108
Amanda C. Fitzgerald
VP of Capital Markets
m.wilson@wealthadvisors.com
Jennifer L. Santos
Senior Partner
j.miller@assetmgmt.com
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Lancaster County Community Foundation
Foundation Lancaster, United States $155M
About

Lancaster County Community Foundation is a foundation based in Lancaster, US. Founded in 2003. Reported AUM: $155M.

Founded2003
Websitewww.example-site.com
SectorsDiversified, Agribusiness, Business Services, Commercial Property, Financial Services, Healthcare, Industrials, Infor...
Investment TypesBuyout, Distressed Debt, Fund of Funds, Growth, Secondaries, Special Situations, Venture (General)
Contacts
a.taylor@fundmgmt.co +1 713 368 7213
Amanda C. Fitzgerald
VP of Capital Markets
n.harris@investco.com
Jennifer L. Santos
Senior Partner
r.brown@wealthadvisors.com
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