LP Directory

16 limited partners found

16 results
Firm Name Type Location AUM Contact
Golden State
Family Office - Multi Costa Mesa, CA, United States $1.8B
About

Golden State is a multi family office based in Costa Mesa, CA, United States. Founded in 2013. The firm manages approximately $1.8B in assets under management.

Founded2013
Websitewww.example-site.com
Contacts
t.thomas@groupholdings.com +1 713 608 7136
Robert M. Patel
Portfolio Manager
n.harris@firmcapital.com
David A. Nguyen
Chief Investment Officer
s.chen@partnersllc.com
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Family Office Services
Family Office - Multi Costa Mesa, United States $100M
About

Family Office Services is a multi-family office based in Irvine, California. The firm is focused on helping, develop and implement plans for minimizing taxes and maximizing benefits for the family and business. The assets of the firm are managed by the executive management team.

Websitewww.example-site.com
SectorsCharitable Investments, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-...
Contacts
r.brown@capitalgroup.net +1 415 192 6540
Jennifer L. Santos
Senior Partner
d.garcia@firmcapital.com
Amanda C. Fitzgerald
VP of Capital Markets
e.walker@partnersllc.com
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Houston Symphony Endowment
Endowment Plan Houston, United States $100M
About

A world-class city is judged not only for its size, diversity, and scope of business and industry, but also for its quality of life and cultural assets. For more than a century, Houston’s Symphony has grown alongside its namesake city and has been the cultural touchstone for our region.

Websitewww.example-site.com
Contacts
r.brown@investpartners.com +1 617 763 2401
Michael R. Thompson
Managing Director
r.brown@globalwealth.co
Katherine J. Walsh
Head of Investments
t.thomas@globalwealth.co
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South Coast Repertory Inc
Foundation Costa Mesa, United States $56M
About

South Coast Repertory Inc is a foundation based in Costa Mesa, US. Founded in 1965. Reported AUM: $56M.

Founded1965
Websitewww.example-site.com
SectorsDiversified, Business Support Services, Healthcare, Healthcare IT, Information Services, Medical Devices & Equipment,...
Investment TypesBuyout, Natural Resources, Secondaries, Venture (General)
Contacts
h.robinson@groupholdings.com +1 646 501 6833
Katherine J. Walsh
Head of Investments
c.lee@firmcapital.com
Michael R. Thompson
Managing Director
r.brown@fundmgmt.co
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ARArnel Development Co
Family Office - Single Costa Mesa, United States
About

Arnel Development Co is a single family office based in Costa Mesa, United States. The office manages the family's private investments and wealth across multiple asset classes.

Contacts
m.wilson@wealthadvisors.com +41 44 541 5536
James H. Nakamura
Director of Allocations
k.johnson@partnersllc.com
Thomas W. Erikson
Investment Director
l.martinez@globalwealth.co
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