| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Foundation | Lebanon, United States | $3.2B | |||
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About
Dartmouth Hitchcock Medical Center and Dartmouth Hitchcock Clinics are a member of Dartmouth Health, providing healthcare services to patients across northern New England. Founded1983 Website SectorsDiversified Contacts
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| Endowment Plan | New York, United States | $629M | |||
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About
LAU is an accredited American university operating in Beirut and Byblos, Lebanon, under a charter from the State of New York. Founded1924 Website SectorsDiversified, Business Services, Business Support Services, Chemicals, Consumer Services, Education/Training, Energy &... Investment TypesBalanced, Buyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Gro... Contacts
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IBIBEX Wealth Advisors |
Family Office - Multi | Lebanon, United States | $520M | ||
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About
IBEX Wealth Advisors is an independent investment management firm. As independent advisors, we offer objective advice across the full range of your wealth management needs, including retirement planning, insurance planning, education funding and estate planning. IBEX Wealth Advisors serves a broad range of individuals, families and business owners with diverse needs and financial situations. While we find that clients with investable assets of at least $500,000.00 benefit the most from our investment and financial planning capabilities, we may waive our minimum relationship size for new clients who are either related to or referred to us by existing clients. Our approach to investment planning incorporates: Asset Allocation Portfolio Design Portfolio income analysis Portfolio Management Tax Strategies Risk Management SectorsConcierge Services, ETFs, InsurTech, Investment Management, Legal & Tax Services, Retirement Planning, Travel Accommo... Investment TypesInvestment Funds, Joint Venture/Partner Contacts
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| Endowment Plan | Annville, United States | $98M | |||
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About
Lebanon Valley College offers a wraparound undergraduate experience and graduate degrees that will take you further. Inquire or visit today. Website SectorsDiversified, Real Estate Investment TypesFund of Funds, Secondaries Contacts
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| Foundation | Lebanon, United States | $78M | |||
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About
Dartmouth-Hitchcock Clinic is a foundation based in Lebanon, US. Founded in 1983. Reported AUM: $78M. Founded1983 Website Contacts
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