LP Directory

8 limited partners found

8 results
Firm Name Type Location AUM Contact
CliftonLarsonAllen Wealth Advisors
Family Office - Multi Minneapolis, MN, United States $6.9B
About

CLA is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services. Learn more about CLA.

Founded2012
Websitewww.example-site.com
Contacts
b.clark@firmcapital.com +44 20 825 6687
David A. Nguyen
Chief Investment Officer
r.brown@globalwealth.co
Robert M. Patel
Portfolio Manager
s.chen@capitalgroup.net
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Hunter Trust (Hunter Family Office)
Family Office - Single Minneapolis, MN, United States
About

Our website provides an overview of our family office investing activities, namely our search for a small company to buy, and offers background on previous investments and team members. It provides a way for business owners and deal intermediaries to contact us with investing opportunities.

Founded2000
Websitewww.example-site.com
Contacts
t.thomas@globalwealth.co +1 415 762 7819
David A. Nguyen
Chief Investment Officer
r.brown@groupholdings.com
Robert M. Patel
Portfolio Manager
n.harris@wealthadvisors.com
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OKOkabena Company
Family Office - Multi Minneapolis, MN, United States
About

Okabena Company is a multi family office based in Minneapolis, MN, United States. Founded in 1967. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Founded1967
Contacts
k.johnson@globalwealth.co +61 2 858 3252
Thomas W. Erikson
Investment Director
h.robinson@groupholdings.com
James H. Nakamura
Director of Allocations
r.brown@wealthadvisors.com
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OLOlympus Ventures (Schulze Family Office)
Family Office - Single Minneapolis, MN, United States
About

Olympus Ventures is a single family office based in Minneapolis, MN, United States, managing the private wealth and investments of the Schulze family. Founded in 2000.

Founded2000
Contacts
s.chen@partnersllc.com +1 646 636 9330
David A. Nguyen
Chief Investment Officer
l.martinez@fundmgmt.co
Robert M. Patel
Portfolio Manager
s.chen@partnersllc.com
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Pohlad Companies (Pohlad Family Office)
Family Office - Single Minneapolis, MN, United States
About

Pohlad Companies is a single family office based in Minneapolis, MN, United States, managing the private wealth and investments of the Pohlad family. Founded in 1955.

Founded1955
Websitewww.example-site.com
Contacts
b.clark@wealthadvisors.com +44 20 345 4607
Jennifer L. Santos
Senior Partner
j.miller@firmcapital.com
Amanda C. Fitzgerald
VP of Capital Markets
h.robinson@partnersllc.com
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