LP Directory

The mission of 3 Dimensional Wealth Advisory, is to help create and preserve the values and val«les of families in perpetuity. 3 Dimensional Wealth Advisory is a \"total wealth\" management firm with a unique approach to financial planning. \ \ By redefining wealth in 3 dimensions, one must look beyond the traditional, 1-dimensional approaches to managing financial wealth, and incorporate one’s personal and social wealth. Our incorporation of values-based planning will provide a practical path for preparing heirs to create, protect, and preserve their own 3-dimensional wealth. \ \ Total wealth management services the firm offers inclÞ: asset management, employee benefits, fee-based financial planning, 401k, insurance, multi-generational family wealth counseling, retirement planning, tax planning, and trust services.\ \ Diefendorf Capital was founded by Warren T. Diefendorf in 1875, the Diefendorf legacy has been maintained by Warren E. Diefendorf, Monroe M. Diefendorf, Sr., and now Monroe M. Diefendorf, Jr.\ \ On February 7, 2014 Diefendorf Capital became 3 Dimensional Wealth Advisory to maintain the sustainability of the firm into the 22nd century.

3 Dimensional Wealth Advisory, LLC is a multi family office based in Locust Valley, NY, United States. Founded in 1875. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Bruderman Family Office is a single family office based in Locust Valley, NY, United States. The office manages the family's private investments and wealth across multiple asset classes.

Dauphin Capital Partners was founded in 1998 to provide venture backing to promising companies in the medical industry. Our first fund, DCP I representing $30mm in commitments, is fully invested with our prototypical investment being $2mm of a $5-10mm round. Most of the companies in DCP I provide support services or technology to the medical industry. Our 2001 follow on fund, representing $6 million in commitments, is solely focused on medical service companies and has closed on two new investments and several smaller follow-on investments from DCP I companies.

Dauphin Capital Partners is a single family office based in Locust Valley, NY, United States, managing the private wealth and investments of the James Hoover family. Founded in 1998.