LP Directory

Glenmede provides wealth and investment management services to nearly 2,000 families, as well as institutional and charitable organizations across the country. With offices in Philadelphia, Cleveland, Morristown, New York, Princeton, Washington, DC, Palm Beach and Wilmington, Glenmede is small enough to provide highly personalized service and yet, with $43 billion in assets under management, large enough to provide access to a wide range of asset classes and world-class financial advice. Private ownership lets us take a long-term investment view and supports our commitment to organizational and staff stability While we have a dedicated Sustainable & Impact Investing team that works closely with firmwide specialists on impact-driven topics, sustainability is ingrained throughout our Glenmede culture. In fact, senior level expertise on both sustainable investing and impact investing is embedded across our investment and wealth management firm.

Private Advisor Group is a wealth manager based in Morristown, US. Founded in 2010. Reported AUM: $35.2B.

Beacon Trust is a multi-family office based in Morristown, New Jersey. Established in 1988, the firm provides financial services that include wealth management, trust and estate administration, family office, institutional services, investment management, and private banking. The firm's executive management team manages the assets of the firm.

Toa Reinsurance Company of America is a insurance company based in Morristown, US. Founded in 1982. Reported AUM: $2.2B.

Blackhill Capital is an Independent RIA serving high net worth individuals and families, multi-generational family groups, and charitable foundations.