LP Directory

8 limited partners found

8 results
Firm Name Type Location AUM Contact
EMEmerald Necklace Investments
Asset Manager Boston, United States $20.0B
About

Emerald Necklace Investments (\"ENI\") is an investment firm that was seeded by the portfolio manager of a $25+ billion endowment. It is named after a series of ponds and parks in the Boston area that form a monumental necklace along Boston's landscape. \ \ We apply a proprietary, inverted research model to invest in the top 25 publicly traded stocks, seeking exceptional returns over the next 30+ years. \ \ Our inverted research model was designed based on our investing experience at multi-billion dollar endowments including Washington University in St. Louis and Mass General Brigham, a Boston hospital group including leading academic medical centers affiliated with Harvard Medical School.\ \ Emerald Necklace Investments was named a Top 10 Emerging Investment Firm by Financial Services Review.\ \ \

SectorsHedge Funds, Endowment Fund, Conservative Allocation, Commercial Property Acquisition & Development, Capital Markets ...
Investment TypesInvestment Funds, Private Equity, Long-Term Investments, Venture Capital, Long/Short Equity
Contacts
t.thomas@firmcapital.com +1 646 201 8256
Katherine J. Walsh
Head of Investments
a.taylor@capitalgroup.net
Michael R. Thompson
Managing Director
p.anderson@fundmgmt.co
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Monument Wealth Management
Wealth Manager Alexandria, United States $130M
About

Our Team at Monument Wealth Management takes a collaborative approach to create your Private Wealth Design, providing you clarity and a sense of security.

Founded2008
Websitewww.example-site.com
Contacts
p.anderson@firmcapital.com +1 310 607 8810
David A. Nguyen
Chief Investment Officer
t.thomas@investpartners.com
Robert M. Patel
Portfolio Manager
m.wilson@wealthadvisors.com
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Monument Health Rapid City Hospital
Endowment Plan Rapid City, United States $2M
About

Monument Health Rapid City Hospital is a endowment plan based in Rapid City, US. Founded in 1973. Reported AUM: $2M.

Founded1973
Websitewww.example-site.com
Contacts
l.martinez@fundmgmt.co +852 3 699 3210
Jennifer L. Santos
Senior Partner
t.thomas@groupholdings.com
Amanda C. Fitzgerald
VP of Capital Markets
r.brown@investco.com
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Arkenstone
Wealth Manager Monument, United States
About

Our goal is to become your long-term, trusted advisor in protecting and growing your hard-earned assets. We will develop independent solutions for you, always acting in your best interest.

Founded2001
Websitewww.example-site.com
Contacts
c.lee@partnersllc.com +1 312 671 6781
Robert M. Patel
Portfolio Manager
d.garcia@investco.com
David A. Nguyen
Chief Investment Officer
t.thomas@investpartners.com
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Arkenstone Financial
Wealth Manager Monument, United States
About

Arkenstone Financial is a wealth manager based in Monument, US. Founded in 2008.

Founded2008
Websitewww.example-site.com
Contacts
r.brown@fundmgmt.co +852 3 414 5529
David A. Nguyen
Chief Investment Officer
r.brown@groupholdings.com
Robert M. Patel
Portfolio Manager
p.anderson@groupholdings.com
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