LP Directory

14 limited partners found

14 results
Firm Name Type Location AUM Contact
Newport Capital Group
Family Office - Multi Red Bank, United States $325M
About

Newport Capital Group is a multi-family office based in Red Bank, New Jersey. Established in 2004, the firm provides customized consulting and financial planning solutions to affluent families, business owners, executives, and institutions. The assets of the firm are managed by the executive management team.

Founded2004
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Contacts
b.clark@firmcapital.com +61 2 648 9538
Katherine J. Walsh
Head of Investments
d.garcia@capitalgroup.net
Michael R. Thompson
Managing Director
l.martinez@globalwealth.co
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Salvus Wealth Management
Wealth Manager Red Bank, United States $156M
About

Salvus Wealth Management is a wealth manager based in Red Bank, US. Founded in 2014. Reported AUM: $156M.

Founded2014
Websitewww.example-site.com
Contacts
j.miller@investpartners.com +44 20 870 2064
Robert M. Patel
Portfolio Manager
s.chen@wealthadvisors.com
David A. Nguyen
Chief Investment Officer
a.taylor@investco.com
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Alexander Capital Wealth Management
Wealth Manager Red Bank, United States
About

Alexander Capital Wealth Management is a wealth manager based in Red Bank, US. Founded in 2012.

Founded2012
Websitewww.example-site.com
Contacts
n.harris@wealthadvisors.com +1 646 786 5534
Thomas W. Erikson
Investment Director
b.clark@wealthadvisors.com
James H. Nakamura
Director of Allocations
t.thomas@investpartners.com
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CS Wilton Group LLC
Family Office - Multi Red Bank, NJ, United States
About

CS Wilton Group LLC is a multi family office based in Red Bank, NJ, United States. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Websitewww.example-site.com
Contacts
s.chen@partnersllc.com +1 312 176 8924
James H. Nakamura
Director of Allocations
r.brown@partnersllc.com
Thomas W. Erikson
Investment Director
r.brown@globalwealth.co
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Epic Wealth Management
Wealth Manager Red Bank, United States
About

Epic Wealth Management is a wealth manager based in Red Bank, US. Founded in 2015.

Founded2015
Websitewww.example-site.com
Contacts
b.clark@groupholdings.com +44 20 525 2889
Katherine J. Walsh
Head of Investments
h.robinson@capitalgroup.net
Michael R. Thompson
Managing Director
s.chen@firmcapital.com
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