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	Firm Name	Type	Location	AUM
	SRSRS Family Office Partners	Family Office - Multi	Orem, United States	$12.0B
About SRS Family Office Partners is a multi-family office based in Orem, Utah. Founded in 2010, the firm offers investment advisory, portfolio management, family governance, and lifestyle management services. The assets of the firm are managed by the executive management team. Founded2010 Websitewww.example-site.com Contacts t.thomas@groupholdings.com +852 3 804 6673 James H. Nakamura Director of Allocations c.lee@wealthadvisors.com Thomas W. Erikson Investment Director l.martinez@wealthadvisors.com Upgrade to view contact detailsUpgrade
	CACaliber Wealth Management	Family Office - Multi	Orem, United States	$3.2B
About Our areas of expertise include investment management, financial planning, retirement planning, insurance analysis, and estate & tax planning. Websitewww.example-site.com SectorsTravel Accommodations & Tourism, Concierge Services, Wealth & Estate Planning, Trust Management, Superannuation/Pensi... Investment TypesJoint Venture/Partner, Philanthropy Contacts r.brown@partnersllc.com +49 30 800 5130 Michael R. Thompson Managing Director l.martinez@investpartners.com Katherine J. Walsh Head of Investments e.walker@groupholdings.com Upgrade to view contact detailsUpgrade
	STSteamship Trade Association of Baltimore - International Longshoremen's Association Pension Fund	Private Sector Pension Fund	Baltimore, United States	$1.0B
About Steamship Trade Association of Baltimore - International Longshoremen's Association Pension Fund is a private sector pension fund based in Baltimore, US. Founded in 1950. Reported AUM: 1046 USD millions. Founded1950 Websitewww.example-site.com SectorsDiversified, Consumer Discretionary, Logistics & Distribution, Retail Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds... Contacts m.wilson@globalwealth.co +44 20 210 4002 James H. Nakamura Director of Allocations k.johnson@fundmgmt.co Thomas W. Erikson Investment Director k.johnson@capitalgroup.net Upgrade to view contact detailsUpgrade
	NENew York City Ballet	Endowment Plan	New York, United States	$246M
About One of the foremost dance companies in the world, with a roster of 100 extraordinary dancers and an unparalleled repertory, NYCB is committed to promoting creative excellence and nurturing a new generation of dancers, choreographers and audiences. Websitewww.example-site.com SectorsDiversified, Biotechnology, Business Services, Business Support Services, Chemicals, Consumer Products, Consumer Serv... Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Ventu... Contacts a.taylor@investco.com +61 2 633 6261 Michael R. Thompson Managing Director b.clark@investpartners.com Katherine J. Walsh Head of Investments d.garcia@investpartners.com Upgrade to view contact detailsUpgrade
	FOForem Investments	Wealth Manager	Coral Gables, United States	$58M
About Forem Investments is a wealth manager based in Coral Gables, US. Founded in 2013. Reported AUM: 58 USD millions. Founded2013 Websitewww.example-site.com Contacts p.anderson@partnersllc.com +41 44 946 6491 Michael R. Thompson Managing Director t.thomas@groupholdings.com Katherine J. Walsh Head of Investments m.wilson@wealthadvisors.com Upgrade to view contact detailsUpgrade

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