LP Directory

9 limited partners found

9 results
Firm Name Type Location AUM Contact
COComprehensive Financial Management LLC
Family Office - Multi Los Gatos, CA, United States $16.7B
About

Comprehensive Financial Management LLC is a multi family office based in Los Gatos, CA, United States. Founded in 1986. The firm manages approximately $16.7B in assets under management.

Founded1986
Contacts
n.harris@fundmgmt.co +44 20 375 9034
David A. Nguyen
Chief Investment Officer
r.brown@wealthadvisors.com
Robert M. Patel
Portfolio Manager
b.clark@wealthadvisors.com
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COComprehensive Financial Management (CFM)
Family Office - Multi Los Gatos, United States $16.6B
About

Comprehensive Financial Management is a multi family office based in Los Gatos, United States. The firm manages approximately $16.6B in assets under management.

Contacts
c.lee@investco.com +65 6 122 9465
Thomas W. Erikson
Investment Director
a.taylor@assetmgmt.com
James H. Nakamura
Director of Allocations
j.miller@groupholdings.com
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Comprehensive Financial Management
Family Office - Multi Los Gatos, United States $16.5B
About

Comprehensive Financial Management (CFM) is a multi-family office based in Los Gatos, California. Established in 1986, the firm provides investment advisory and asset management services to clients. Comprehensive Financial Management's investment portfolio is valued at over $16.67 billion, as of December 31, 2023, with investments in private equity. Investments in private equity include buyout fund strategies diversified in geographical locations across Asia, the Middle East, Australia, and New Zealand. The company has committed to the funds of Asia Alternatives Management and Axiom Asia Private Capital. The portfolio is open to any first-time fund investments.

Founded1986
Websitewww.example-site.com
Investment TypesBuyout
Contacts
p.anderson@partnersllc.com +61 2 408 8865
James H. Nakamura
Director of Allocations
j.miller@wealthadvisors.com
Thomas W. Erikson
Investment Director
t.thomas@groupholdings.com
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ASASL Financial
Wealth Manager Los Gatos, United States
About

ASL Financial is a wealth manager based in Los Gatos, US. Founded in 2002.

Founded2002
Contacts
e.walker@firmcapital.com +1 617 943 7345
Thomas W. Erikson
Investment Director
t.thomas@investpartners.com
James H. Nakamura
Director of Allocations
n.harris@investpartners.com
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KIKings Mountain Capital Group (Kermit S. Claytor Family Office)
Family Office - Single Los Gatos, CA, United States
About

Kings Mountain Capital Group is a single family office based in Los Gatos, CA, United States, managing the private wealth and investments of the Kermit S. Claytor family. Founded in 2004.

Founded2004
Contacts
n.harris@globalwealth.co +61 2 738 4493
Katherine J. Walsh
Head of Investments
a.taylor@investpartners.com
Michael R. Thompson
Managing Director
p.anderson@investpartners.com
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