LP Directory

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The Bahnsen Group is a single-family office based in Newport Beach, California. Established in the year 2015, the firm provides financial services and offers a unique platform that blends objective wealth management advice with innovative technology. It provides services to individuals, high net worth individuals, endowments and foundations, institutions, pension, and Taft-hartley plans, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional organizations. The assets of the firm are managed and governed by an executive management team.

Hollencrest Capital Management provides investment advisory services that result in superior performance. The firm specializes in serving very affluent clients, the majority of whom own and operate privately-held businesses. Clients typically hire Hollencrest when they realize that the highest and best use of their time is to focus on their businesses that created their wealth and to let Hollencrest manage their wealth. Over the past 16 years, Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with approximately $1.9 billion in client assets. The company was founded by Greg Pellizzon, Peter Pellizzon, and Rob Wolford in 1999 and is based in Newport Beach, California.

Tarsadia Investments is a Single-Family Office firm based in Newport Beach, California. The firm seeks to invest in healthcare, financial services, real estate, life science, clean technology, and other sectors globally. Tarsadia Investments is a family office investment firm based in Newport Beach, CA. We currently manage approximately $2 billion in family capital. Tarsadia Foundation focuses on philanthropy. The current portfolio includes investments in majority and minority stakes in privately-held companies, public equity and debt instruments and early stage venture-backed businesses. Their major target areas include healthcare as well as biotechnology. Asana Biosciences is one of the companies that are backed by Tarsadia Investments. Asana Biosciences is a research and development company specializing in the discovery and development of new chemical and biological entities.

L Squared Capital Partners is an investment firm with offices in Newport Beach, CA and Chicago, IL that seeks to make long-term investments in leading growth companies that operate in targeted sectors: Technology-Enabled Services, Industrial Technology, and Education. Our unique investor base of family offices enables us to focus on long-term value creation driven by revenue and earnings growth, not financial engineering or market timing. The principals of L Squared have worked together for over a decade and have over 50 years of combined experience investing in growing private companies.