LP Directory

Litman Gregory Wealth Management is a multi-family office based in Larkspur, California. Established in 1987, the firm provides investment advisory, personal wealth management & portfolio management services to corporations, high-net-worth individuals, trusts, estates, non-profit organizations, and third-party investment advisers. For over three decades, Litman Gregory has focused on providing in-depth investment research and personalized wealth management to individuals and multigenerational families to help them achieve their financial goals. The company also supports nonprofit organizations by serving as their fiduciary partner and outsourced chief investment officer.

Marin Financial Advisors Website, Larkspur, California, Financial planning, wealth management, 401k

CANY Capital, LLC is a single family office based in Larkspur, CA, United States, managing the private wealth and investments of the Cramer family.

Litman Gregory Asset Management is a multi family office based in Larkspur, CA, United States. Founded in 1987. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Simon Equity Partners is a private equity firm focused on making growth capital investments in the consumer space. Our goal is to use our financial and operational expertise and our extensive network to help build valuable businesses with entrepreneurs who inspire us.