LP Directory

9 limited partners found

9 results
Firm Name Type Location AUM Contact
Veruti Wealth Management
Family Office - Multi Oklahoma City, United States $230M
About

A independent, private wealth management firm Founded in Austin, Texas with a second location in Oklahoma City, OK..

Websitewww.example-site.com
Investment TypesFixed Income
Contacts
l.martinez@assetmgmt.com +1 415 942 9968
Jennifer L. Santos
Senior Partner
k.johnson@globalwealth.co
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@globalwealth.co
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Anderson Investments (Steve Anderson Family Office)
Family Office - Single Oklahoma City, OK, United States
About

Anderson Investments is a single family office based in Oklahoma City, OK, United States, managing the private wealth and investments of the Steve Anderson family. Founded in 1919.

Founded1919
Websitewww.example-site.com
Contacts
c.lee@groupholdings.com +1 212 490 5515
Robert M. Patel
Portfolio Manager
t.thomas@partnersllc.com
David A. Nguyen
Chief Investment Officer
p.anderson@fundmgmt.co
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BLBlack Oak Partners
Family Office - Multi Oklahoma City, United States
About

Black Oak Partners is a multi-family office based in Oklahoma City, Oklahoma. Established in 1996, the mission of the firm is to specialize in acquisition investments. The assets of the firm are managed by the executive management team.

Founded1996
Contacts
e.walker@capitalgroup.net +1 713 908 2121
Katherine J. Walsh
Head of Investments
k.johnson@investco.com
Michael R. Thompson
Managing Director
l.martinez@investpartners.com
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HL Investments
Family Office - Single Oklahoma City, United States
About

HL Investments is a single-family office based in Oklahoma City, Oklahoma. Established in the year 2009, it is the outside investment arm of the Green family of Hobby Lobby. The firm has an investment portfolio with significant assets across multiple asset classes. The assets of the firm are managed by the executive management team.

Founded2009
Websitewww.example-site.com
Investment TypesBuyout, Co-Investment, Debt - General, Private Equity, Growth/Expansion, Infrastructure - General, Oil/Gas, Real Asse...
Contacts
h.robinson@partnersllc.com +49 30 440 4748
Katherine J. Walsh
Head of Investments
k.johnson@capitalgroup.net
Michael R. Thompson
Managing Director
a.taylor@globalwealth.co
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HL Investments (Green Family Office)
Family Office - Single Oklahoma City, OK, United States
About

HL Investments has been entrusted to steward investments outside of the core business, with the goal of using ongoing profits to fund ministry investments.

Founded2018
Websitewww.example-site.com
Contacts
n.harris@investco.com +1 212 940 2536
Michael R. Thompson
Managing Director
l.martinez@partnersllc.com
Katherine J. Walsh
Head of Investments
l.martinez@partnersllc.com
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