LP Directory

3 limited partners found

3 results
Firm Name Type Location AUM Contact
BEBeacon Trust Family Office
Family Office - Multi Morristown, NJ, United States
About

Beacon Trust Family Office is a multi family office based in Morristown, NJ, United States. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
r.brown@globalwealth.co +1 312 731 8529
Thomas W. Erikson
Investment Director
r.brown@partnersllc.com
James H. Nakamura
Director of Allocations
k.johnson@fundmgmt.co
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HEHealey Development LLC (Tom Healey Family Office)
Family Office - Single Morristown, NJ, United States
About

Healey Development LLC is a single family office based in Morristown, NJ, United States, managing the private wealth and investments of the Tom Healey family.

Contacts
c.lee@firmcapital.com +41 44 946 9272
Robert M. Patel
Portfolio Manager
b.clark@capitalgroup.net
David A. Nguyen
Chief Investment Officer
s.chen@fundmgmt.co
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Simon Quick Advisors, LLC
Family Office - Multi Morristown, NJ, United States
About

Holistic wealth management that caters to your needs — investment, tax, estate, and financial planning. Partner with a fiduciary who puts your interests first.

Founded2004
Websitewww.example-site.com
Contacts
l.martinez@globalwealth.co +1 312 131 8667
David A. Nguyen
Chief Investment Officer
e.walker@assetmgmt.com
Robert M. Patel
Portfolio Manager
s.chen@investpartners.com
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