LP Directory

14 limited partners found

14 results
Firm Name Type Location AUM Contact
General Dynamics
Corporate Investor Reston, United States $56.6B
About

General Dynamics is a corporate investor based in Reston, US. Founded in 1952. Reported AUM: $56.6B.

Founded1952
Websitewww.example-site.com
SectorsDefence
Investment TypesEarly Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General)
Contacts
d.garcia@firmcapital.com +49 30 590 8771
Amanda C. Fitzgerald
VP of Capital Markets
b.clark@firmcapital.com
Jennifer L. Santos
Senior Partner
r.brown@firmcapital.com
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Crestone Capital
Family Office - Multi Boulder, United States $3.0B
About

Crestone Capital is a multi-family office based in Boulder, Colorado. Established in 1991, the firm caters to high-net-worth entrepreneurs, chief executive officers, families, and family foundations around the world. Crestone delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With over 25 years of experience and approximately $2.3 billion in assets under management, we help entrepreneurs, business owners, and their families pursue a better life. Consistent with client interests, we are a fee-only advisor that serves our clients as fiduciaries, putting their needs and interests first.

Founded1991
Websitewww.example-site.com
SectorsWealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Equity/Mutual Funds, Investmen...
Investment TypesBuyout, Credit Special Situations, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Real Assets & Natural...
Contacts
a.taylor@wealthadvisors.com +1 312 881 7183
Michael R. Thompson
Managing Director
d.garcia@partnersllc.com
Katherine J. Walsh
Head of Investments
t.thomas@fundmgmt.co
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Aureus Asset Management
Wealth Manager Boston, United States $900M
About

Aureus Asset Management is an independent investment firm co-founded by chairman and CEO Karen Firestone in 2005. We serve high-net-worth individuals, families, and institutional investors.

Websitewww.example-site.com
SectorsDebt Management, ETFs, Investment Management, Equity/Mutual Funds, Retirement Planning, Startups & Management, Legal ...
Investment TypesJoint Venture/Partner, Venture Capital - Early Stage, Private Equity, Venture Capital, Investment Funds
Contacts
t.thomas@assetmgmt.com +1 310 817 4416
Robert M. Patel
Portfolio Manager
l.martinez@firmcapital.com
David A. Nguyen
Chief Investment Officer
j.miller@fundmgmt.co
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Firestone Capital Management
Family Office - Multi Coral Gables, United States $650M
About

Firestone Capital Management is a fee-only boutique wealth management and financial planning firm located in Coral Gables, Florida. Our expertise includes, but is not limited to: Multi-generational financial planning Retirement planning and analysis Cash flow sustainability Asset protection strategies Estate tax structuring for estate tax minimization Tax-sheltering strategies Asset building programs Retirement distribution optimization Investment research and asset allocation Performance reporting

Websitewww.example-site.com
SectorsRetirement Planning, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Equity/Mutual Funds, Investmen...
Investment TypesJoint Venture/Partner, Venture Capital - Early Stage, Venture Capital, Private Equity, Investment Funds
Contacts
p.anderson@wealthadvisors.com +1 202 569 4137
Robert M. Patel
Portfolio Manager
h.robinson@partnersllc.com
David A. Nguyen
Chief Investment Officer
b.clark@fundmgmt.co
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Harris Preston & Partners
Fund of Funds Austin, United States $560M
About

Harris Preston & Partners is a private equity fund of funds manager based in Austin, US. Founded in 2006. Reported AUM: $560M.

Founded2006
Websitewww.example-site.com
SectorsDiversified, Business Services, Healthcare, Industrials, Information Technology
Investment TypesBuyout, Co-investment, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, ...
Contacts
p.anderson@wealthadvisors.com +1 617 478 1159
Robert M. Patel
Portfolio Manager
j.miller@partnersllc.com
David A. Nguyen
Chief Investment Officer
p.anderson@firmcapital.com
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