LP Directory

93 limited partners found

93 results
Firm Name Type Location AUM Contact
Corient
Wealth Manager Newport Beach, United States $185.0B
About

Corient Private Wealth is a multi-family office based in Miami, Florida. Established in 2022, the firm provided wealth management, investment advisory, and other services to families, entrepreneurs, business owners, and others. The assets of the firm are managed by the executive management team.

Founded2022
Websitewww.example-site.com
SectorsStartups & Management, Investment Management, Equity/Mutual Funds, Wealth & Estate Planning, Trust Management, Legal ...
Investment TypesBuyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real E...
Contacts
s.chen@globalwealth.co +41 44 166 1052
Katherine J. Walsh
Head of Investments
a.taylor@assetmgmt.com
Michael R. Thompson
Managing Director
j.miller@assetmgmt.com
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Anise Capital
Family Office - Multi Miami, United States $20.0B
About

Anise Capital is a multi-family office based in Miami, Florida. Established in 2015, the firm provides its investors with private market opportunities to generate diverse returns. The assets of the firm are managed by the executive management team.

Founded2015
Websitewww.example-site.com
Investment TypesBuyout, Growth, Real Estate, Venture (General), Early Stage, Expansion / Late Stage
Contacts
m.wilson@fundmgmt.co +1 202 944 6276
David A. Nguyen
Chief Investment Officer
k.johnson@groupholdings.com
Robert M. Patel
Portfolio Manager
k.johnson@investpartners.com
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WE Family Offices
Family Office - Multi Miami, United States $13.0B
About

WE Family Offices is a multi-family office based in Miami, Florida. Established in 2000, the firm provides complete family office solutions including wealth enterprise mapping, investments, financial and wealth planning, management of financial service providers, consolidated reporting, family education and governance, reconciliation, and quality control to high-net-worth families and individuals. WE serves families as an outsourced family office, as an extension of their family office, or by managing special mandates and projects for families as needed. As fiduciary advisors, our clients' interests come first, and our service offering is tailored to meet the specific needs of every family with whom we work. WE family offices was founded in 2000 as TBK Investments and was subsequently purchased by a major bank holding company. In 2013 the executive management team reclaimed the firm's independence and created WE family offices.

Founded2000
Websitewww.example-site.com
SectorsEquity/Mutual Funds, Insurance Products & Services, Investment Management, Legal & Tax Services, Retirement Planning,...
Investment TypesDirect Investing, Investment Funds, Venture Capital - Later Stage, Private Equity, Venture Capital - Early Stage, Rea...
Contacts
a.taylor@globalwealth.co +1 713 173 8878
Robert M. Patel
Portfolio Manager
b.clark@globalwealth.co
David A. Nguyen
Chief Investment Officer
a.taylor@globalwealth.co
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Claure Group
Family Office - Multi Miami, United States $4.0B
About

Claure Group is a family office based in Miami, Florida. Established in 2014, the firm focuses on public and private companies in technology, media, telecommunications, crypto, sports, real estate and other high growth sectors. The assets of the firm are managed by its executive management team.

Founded2018
Websitewww.example-site.com
SectorsFinancial Services, Lending and Investments
Investment TypesGrowth/Expansion
Contacts
l.martinez@capitalgroup.net +65 6 752 8230
James H. Nakamura
Director of Allocations
p.anderson@firmcapital.com
Thomas W. Erikson
Investment Director
e.walker@firmcapital.com
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Allié Family Office LLC
Family Office - Multi Miami, FL, United States $1.1B
About

Allié Family Office LLC is a multi family office based in Miami, FL, United States. Founded in 2016. The firm manages approximately $1.1B in assets under management.

Founded2016
Websitewww.example-site.com
Contacts
r.brown@investpartners.com +852 3 984 6716
James H. Nakamura
Director of Allocations
t.thomas@globalwealth.co
Thomas W. Erikson
Investment Director
e.walker@firmcapital.com
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