LP Directory

8 limited partners found

8 results
Firm Name Type Location AUM Contact
Diamond Wealth Strategies
Family Office - Multi Northbrook, United States $1.2B
About

Diamond Wealth invests in private markets (private equity, venture capital, real estate). In addition, Diamond Wealth has divisions that focus on philanthropy, wealth transfer, investment banking, social impact, and governance. ur sole focus is in meeting the goals and objectives of high and ultra high net worth individuals and families in addressing the many tax, asset protection and wealth preservation challenges they face. Our expertise is in the areas of estate planning, retirement planning, executive compensation, business succession and philanthropy. Diamond Wealth Strategies does not replace a client's legal, tax, or financial advisors. Instead, we work closely with a client's existing advisor network to best develop and implement innovative wealth, gift, and tax planning strategies. We are headquartered in Northbrook, IL with offices in New York, Phoenix, and San Diego.

Websitewww.example-site.com
SectorsWealth & Estate Planning, Trust Management, Socially Responsible Investments (SRI), Retirement Planning, Residential ...
Investment TypesVenture Capital, Private Equity, Philanthropy
Contacts
m.wilson@groupholdings.com +49 30 200 7771
David A. Nguyen
Chief Investment Officer
n.harris@investco.com
Robert M. Patel
Portfolio Manager
d.garcia@groupholdings.com
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Arise Capital Partners
Family Office - Multi Northbrook, United States
About

Arise Capital Partners is a multi-family office based in Northbrook, Illinois. The firm's goal is to preserve the culture and legacy, while providing capital to build on the work of the prior owners. It is a family-owned investment firm and has permanent capital. The assets of the firm are managed by the executive management team.

Websitewww.example-site.com
Contacts
c.lee@investpartners.com +1 415 822 4613
James H. Nakamura
Director of Allocations
l.martinez@wealthadvisors.com
Thomas W. Erikson
Investment Director
n.harris@wealthadvisors.com
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Barnett Capital (Barnett Family Office)
Family Office - Single Northbrook, IL, United States
About

Barnett Capital is a single family office based in Northbrook, IL, United States, managing the private wealth and investments of the Barnett family. Founded in 1984.

Founded1984
Websitewww.example-site.com
Contacts
p.anderson@fundmgmt.co +1 212 985 1326
Katherine J. Walsh
Head of Investments
r.brown@capitalgroup.net
Michael R. Thompson
Managing Director
n.harris@globalwealth.co
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DDDDG
Family Office - Single Northbrook, United States
About

DDG is a single-family office based in Northbrook, Illinois. Established in 1989, the firm with private holdings in Illinois, Texas, and Tennessee actively seeking to add additional companies to its private equity portfolio. As a true financial buyer, the firm prefers acquired companies to run autonomously, preserving the existing management team and employees while providing the necessary resources and guidance to grow newly acquired companies with no plan to sell. Ideal targets include lower middle market manufacturers and distributors but will consider other opportunities (excluding technology), including distressed assets.

Founded1989
Contacts
t.thomas@firmcapital.com +852 3 879 3214
Amanda C. Fitzgerald
VP of Capital Markets
k.johnson@firmcapital.com
Jennifer L. Santos
Senior Partner
e.walker@capitalgroup.net
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Field Holdings
Family Office - Multi Northbrook, United States
About

Field Holdings is a multi-family office based in Northbrook, Illinois. Established in 2006, the firm makes acquisitions and investments for the long term with no exit strategy it also adds value by bringing investment, ideas, and innovation to every transaction. The assets of the firm are managed by the executive management team.

Founded2006
Websitewww.example-site.com
Contacts
j.miller@capitalgroup.net +33 1 934 4399
Michael R. Thompson
Managing Director
b.clark@investco.com
Katherine J. Walsh
Head of Investments
d.garcia@assetmgmt.com
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