LP Directory

23 limited partners found

23 results
Firm Name Type Location AUM Contact
Bulfinch Family Office
Family Office - Multi Portsmouth, United States $4.0B
About

With over $4 billion in assets, we have built a reputation for identifying opportunities and creating valuable and coveted properties across many industries. Bulfinch is a third-generation commercial real estate firm specializing in the acquisition, development, repositioning and management of properties. Bulfinch has been family-owned since our founding in 1936, and we continuously strive to uphold the legacy of our founder, Samuel W. Poorvu, who was known as much for his integrity as his pioneering developments. It's with that spirit that we approach every real estate transaction with passion, ambition and dedication to superior service.

Websitewww.example-site.com
SectorsCharitable Investments, Commercial Property Acquisition & Development, ESG & Sustainability, Hotels & Resorts Propert...
Investment TypesCo-Investing, Direct Investing, Mergers & Acquisitions/Buyouts, Private Equity, REITs, Venture Capital
Contacts
t.thomas@wealthadvisors.com +1 617 358 7367
James H. Nakamura
Director of Allocations
e.walker@assetmgmt.com
Thomas W. Erikson
Investment Director
e.walker@investpartners.com
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Veris Wealth Partners, LLC
Family Office - Multi Portsmouth, CA, United States $1.9B
About

Financial advisor firm focused on sustainable & impact investing since 2007. Offices: NYC, San Francisco, Denver, Portsmouth, Philadelphia.

Founded2007
Websitewww.example-site.com
Contacts
d.garcia@investco.com +1 617 208 2645
David A. Nguyen
Chief Investment Officer
h.robinson@partnersllc.com
Robert M. Patel
Portfolio Manager
b.clark@fundmgmt.co
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Market Street Trust Company
Family Office - Multi Portsmouth, United States $1.3B
About

Market Street Trust Company is a multi-family office based in Portsmouth, New Hampshire. Established in 1909, the firm provides client families with the foundation, support, and financial security they need to fulfill their personal, financial, business, and philanthropic aspirations. Additionally, the firm also provides investment management and advisory services, tax planning and compliance, estate planning, and risk management.

Founded1909
Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Hedge Funds, Concierge Services, Startups & Management, Investment Management, Equit...
Investment TypesBuyout, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natura...
Contacts
b.clark@globalwealth.co +33 1 349 5666
Amanda C. Fitzgerald
VP of Capital Markets
j.miller@investco.com
Jennifer L. Santos
Senior Partner
t.thomas@groupholdings.com
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CMH Wealth Management
Wealth Manager Portsmouth, United States $617M
About

CMH Wealth Management is a wealth manager based in Portsmouth, US. Founded in 2009. Reported AUM: 617 USD millions.

Founded2009
Websitewww.example-site.com
Contacts
m.wilson@investpartners.com +1 617 253 4192
Robert M. Patel
Portfolio Manager
t.thomas@capitalgroup.net
David A. Nguyen
Chief Investment Officer
d.garcia@partnersllc.com
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Robinson Smith Wealth Advisors
Wealth Manager South Portland, United States $325M
About

Let us help you build and enjoy your wealth! We are fee-only financial advisors located in Portland, Maine and Portsmouth, New Hampshire.

Founded1995
Websitewww.example-site.com
SectorsDiversified
Contacts
n.harris@assetmgmt.com +1 212 850 9531
Thomas W. Erikson
Investment Director
d.garcia@groupholdings.com
James H. Nakamura
Director of Allocations
n.harris@groupholdings.com
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