LP Directory

7 limited partners found

7 results
Firm Name Type Location AUM Contact
Marietta Wealth Management
Wealth Manager Marigetta, United States $1.0B
About

Marietta Wealth Management is a wealth manager based in Marigetta, US. Founded in 2015. Reported AUM: $1.0B.

Founded2015
Websitewww.example-site.com
Contacts
k.johnson@fundmgmt.co +1 202 194 3088
Michael R. Thompson
Managing Director
s.chen@capitalgroup.net
Katherine J. Walsh
Head of Investments
k.johnson@partnersllc.com
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GEGenetrix Society
Family Office - Single Marietta, United States
About

Genetrix Society is a single-family office based in Marietta, Georgia. It was established in 2010. The assets of the firm are managed by the executive management team.

Founded2010
Contacts
l.martinez@wealthadvisors.com +1 202 569 1451
James H. Nakamura
Director of Allocations
l.martinez@partnersllc.com
Thomas W. Erikson
Investment Director
r.brown@globalwealth.co
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Incompass Financial Partners
Wealth Manager Marietta, United States
About

Incompass Financial Partners is a wealth manager based in Marietta, US. Founded in 2022.

Founded2022
Websitewww.example-site.com
Contacts
t.thomas@assetmgmt.com +1 617 298 8081
Michael R. Thompson
Managing Director
n.harris@groupholdings.com
Katherine J. Walsh
Head of Investments
n.harris@groupholdings.com
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Marietta Investment Partners
Wealth Manager Milwaukee, United States
About

Marietta Investment Partners is a wealth manager based in Milwaukee, US. Founded in 2000.

Founded2000
Websitewww.example-site.com
Contacts
m.wilson@globalwealth.co +1 415 567 9903
David A. Nguyen
Chief Investment Officer
k.johnson@assetmgmt.com
Robert M. Patel
Portfolio Manager
d.garcia@investco.com
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Nicholas Wealth Management
Wealth Manager Marietta, United States
About

Prepare for tomorrow, today. Our wealth management specialists offer personalized guidance so that you can feel confident in your retirement strategy.

Founded2016
Websitewww.example-site.com
Contacts
k.johnson@fundmgmt.co +1 646 726 5629
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@capitalgroup.net
Jennifer L. Santos
Senior Partner
j.miller@fundmgmt.co
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