LP Directory

88 limited partners found

88 results
Firm Name Type Location AUM Contact
Lido Advisors Family Office
Family Office - Multi Los Angeles, CA, United States $30.0B
About

Lido Advisors provides comprehensive and private wealth management strategies and advisory to high net worth individuals, families, charities, & institutions.

Founded1999
Websitewww.example-site.com
Contacts
b.clark@investco.com +1 617 823 1407
Amanda C. Fitzgerald
VP of Capital Markets
j.miller@assetmgmt.com
Jennifer L. Santos
Senior Partner
b.clark@assetmgmt.com
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Lido Advisors
Family Office - Multi Los Angeles, United States $24.0B
About

Founded in 1999, Lido Advisors is an asset management firm based in Los Angeles, California. The firm incorporates liquid and non-liquid core, tactical, and alternative strategies including tactical allocations, income strategies, real estate (debt and equity), hedging strategies, and private investments to provide comprehensive and unique investment and wealth strategies to organizations, and institutions. Our professionals work closely with you and your family to develop a long-term, comprehensive financial management strategy. We start by uncovering and understanding your financial goals, concerns, and desires. We work collaboratively to implement your plan, set realistic goals, and spot potential hurdles in order to create all the right conditions for success. We build the foundation of your plan by assessing your current financial situation, establishing realistic objectives, identifying barriers in your path, and developing a practical time frame to enable you to reach these goals.

Founded1999
Websitewww.example-site.com
SectorsWealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Equity/Mutual Funds, Investmen...
Investment TypesBuyout, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Infrastructure - General, Mezzanine, Real Assets...
Contacts
m.wilson@investpartners.com +41 44 211 7609
Thomas W. Erikson
Investment Director
a.taylor@assetmgmt.com
James H. Nakamura
Director of Allocations
t.thomas@wealthadvisors.com
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Hackman Capital Partners
Family Office - Single Culver City, United States $16.0B
About

Hackman Capital Partners is a privately-held real estate investment and operating company, based in Los Angeles, California. We focus on commercial, industrial and studio properties in major U.S. markets, and with more than 35 years of experience, we do it all, from redevelopment to ground-up construction, from leasing and marketing to asset and property management.

Websitewww.example-site.com
SectorsCommercial Property Acquisition & Development, Industrial Property Acquisition & Development, Redevelopment & Urban R...
Investment TypesMergers & Acquisitions/Buyouts, Management Partnership, Private Equity, Joint Venture/Partner
Contacts
m.wilson@investpartners.com +852 3 534 9418
Jennifer L. Santos
Senior Partner
a.taylor@globalwealth.co
Amanda C. Fitzgerald
VP of Capital Markets
h.robinson@globalwealth.co
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Aspiriant, LLC
Family Office - Multi Los Angeles, CA, United States $14.5B
About

Aspiriant is a leading independent wealth management firm that is employee owned, focusing on financial planning and investment management.

Founded2008
Websitewww.example-site.com
Contacts
c.lee@fundmgmt.co +1 713 278 1085
James H. Nakamura
Director of Allocations
h.robinson@assetmgmt.com
Thomas W. Erikson
Investment Director
c.lee@wealthadvisors.com
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Legacy Road Family Offices
Family Office - Multi Los Angeles, United States $14.0B
About

Legacy Road is a multi-family office based in Los Angeles, California. Established in 2006, the firm provides comprehensive investment management and advisory services for affluent individuals and families. Emphasis on sourcing, selecting and managing wide range of traditional and alternative Investments including hedge funds, private equity, venture capital and real estate, across different strategies and investment vehicles.

Founded2006
Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Concierge Services, Investment Management, Equity/Mutual Funds, Wealth & Estate Plan...
Investment TypesInvestment Funds, Venture Capital, Private Equity, Joint Venture/Partner
Contacts
b.clark@partnersllc.com +1 202 284 6636
Michael R. Thompson
Managing Director
m.wilson@fundmgmt.co
Katherine J. Walsh
Head of Investments
j.miller@firmcapital.com
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