LP Directory

10 limited partners found

10 results
Firm Name Type Location AUM Contact
RMB Capital
Family Office - Multi Milwaukee, United States $9.7B
About

RMB Capital is now RMB Jacobus, in recognition of JWM's more than 30-year presence in Milwaukee and our founder Richard Jacobus' lifetime career in Wisconsin's financial services industry. Our team continues to serve clients from our office in Milwaukee, Wisconsin, now with the support of our RMB colleagues at the company's headquarters in downtown Chicago. Through RMB Wealth Management, we provide comprehensive financial planning and investment services to wealthy individuals and families. Our advisory teams strive to develop a deep understanding of your personal situation to create a customized plan that's designed with your best interests, your unique needs, and your long-term objectives in mind.

Founded1985
Websitewww.example-site.com
SectorsFund of Funds, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Pl...
Investment TypesInvestment Funds, Private Equity, Venture Capital, Joint Venture/Partner, Fund of Funds
Contacts
r.brown@wealthadvisors.com +1 202 314 7536
David A. Nguyen
Chief Investment Officer
c.lee@investco.com
Robert M. Patel
Portfolio Manager
p.anderson@assetmgmt.com
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Lubar & Co.
Corporate Investor Milwaukee, United States $500M
About

Lubar & Co. (Lubar) is a private investment fund based in Milwaukee, Wisconsin. Established in 1960, the firm is a private equity firm that specializes in corporate divestitures, recapitalization, management-led buyouts, and growth financing. The firm focuses on investing in companies operating in the manufacturing, healthcare, banking, finance, asset management, food, and energy sectors. The assets of the firm are managed by the board members.

Founded1968
Websitewww.example-site.com
SectorsFinancial Services
Investment TypesPrivate Equity
Contacts
d.garcia@fundmgmt.co +49 30 680 7903
James H. Nakamura
Director of Allocations
d.garcia@firmcapital.com
Thomas W. Erikson
Investment Director
m.wilson@capitalgroup.net
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Marcus Investments
Family Office - Multi Milwaukee, United States $300M
About

Marcus Investments is a family office based in Milwaukee, Wisconsin. They provide capital for liquidity, growth, or diversification to entrepreneurs and family business owners who share their values. Marcus Investments is currently making direct investments only. The Marcus Corporation serves as the primary investment vehicle for the Marcus family. Since its inception, it was led by Ben, then Steve his son, and now Greg Marcus, Ben's grandson. Today, Marcus Investments, led by Ben's other grandson David Marcus, offers new opportunities for the family and its partners to invest in and build businesses, all with the same operational savvy and quiet persistence that has been the family's hallmark.

Founded2006
Websitewww.example-site.com
SectorsAssisted Living & Retirement Facilities, Biomedical/Medical Devices, Business Services, Digital Media, Health & Organ...
Investment TypesBuyout, Growth, Real Estate, Venture (General), Early Stage, Expansion / Late Stage
Contacts
l.martinez@investpartners.com +1 212 430 8032
Katherine J. Walsh
Head of Investments
j.miller@partnersllc.com
Michael R. Thompson
Managing Director
h.robinson@partnersllc.com
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Jacsten Holdings, LLC (Hansen Family Office)
Family Office - Single Milwaukee, WI, United States
About

Jacsten Holdings, LLC is a single family office based in Milwaukee, WI, United States, managing the private wealth and investments of the Hansen family. Founded in 2011.

Founded2011
Websitewww.example-site.com
Contacts
l.martinez@globalwealth.co +44 20 900 4743
David A. Nguyen
Chief Investment Officer
r.brown@assetmgmt.com
Robert M. Patel
Portfolio Manager
r.brown@groupholdings.com
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Lubar & Company (Lubar Family Office)
Family Office - Single Milwaukee, WI, United States
About

Lubar & Company is a single family office based in Milwaukee, WI, United States, managing the private wealth and investments of the Lubar family. Founded in 1977.

Founded1977
Websitewww.example-site.com
Contacts
d.garcia@firmcapital.com +1 415 957 8871
Robert M. Patel
Portfolio Manager
b.clark@groupholdings.com
David A. Nguyen
Chief Investment Officer
s.chen@groupholdings.com
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