| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Wealth Manager | Napa, United States | $782M | |||
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About
Effective risk management has to be equally considered in all three areas of portfolio construction. Founded2007 Website Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Growth, Venture... Contacts
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| Family Office - Multi | Napa, United States | $215M | |||
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About
5T Wealth Management is a multi-family office based in Napa, California. Established in the year 1998, the firm provides a broad range of services from actively managing clients' financial assets to assisting them in achieving their long-term goals and objectives related to total wealth management, including tax, legal, trusts, and estate planning solutions. The firm is governed by the executive management team. Founded1998 Website SectorsDebt Management, Diversified Finance Consulting, Investment Management, Legal & Tax Services, Trust Management, Wealt... Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - Gen... Contacts
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| Family Office - Multi | Napa, CA, United States | $189M | |||
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About
Harrington Investments has been a leader in Socially Responsible Investing and Shareholder Advocacy since 1982, dedicated to managing portfolios for individuals, foundations, non-profits, and family trusts to maximize financial, social and environmental performance Founded1982 Website Contacts
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| Wealth Manager | Napa, United States | $28M | |||
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About
Blue Hall Capital is a wealth manager based in Napa, US. Founded in 2013. Reported AUM: $28M. Founded2013 Website Contacts
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| Wealth Manager | Napa, United States | — | |||
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About
DeDora Capital is a wealth manager based in Napa, US. Founded in 2009. Founded2009 Website Contacts
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