LP Directory

81 limited partners found

81 results
Firm Name Type Location AUM Contact
Hall Capital Partners
Family Office - Multi San Francisco, United States $45.0B
About

Hall Capital Partners is a wealth management firm based in San Francisco, California. Established in 1994, the firm manages separate client-focused equity and fixed-income portfolios. It builds global multi-asset class investment portfolios for families, endowments, and foundations. The firm invests in public equity, fixed-income, and alternative markets across the globe. Each relationship has a full-service team led by one or two of the firm's portfolio managers who are responsible for the strategy, performance, and ongoing management of the portfolio. We tailor our approach based on the needs of our clients, partnering with them in a variety of ways that go beyond the scope of traditional portfolio management. Since 1994, our experience and judgment building portfolios for families, endowments and foundations has led to superior long-term investment results.

Founded1994
Websitewww.example-site.com
SectorsConcierge Services, Debt Management, Endowment Fund, Equity/Mutual Funds, ETFs, Fixed Income/Debt Securities, Hedge F...
Investment TypesBuyout, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Infrastructure Value Added, Oil/Gas, Real Assets...
Contacts
e.walker@capitalgroup.net +44 20 375 4752
Katherine J. Walsh
Head of Investments
l.martinez@groupholdings.com
Michael R. Thompson
Managing Director
c.lee@investpartners.com
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Baker Street Advisors
Wealth Manager San Francisco, United States $14.0B
About

Baker Street Advisors is a wealth management firm based in San Francisco, California. Established in 2003, the firm provides its services to financially successful families and individuals. The firm specializes in quantifying their client's needs and resources, organizing assets and liabilities, and ensuring coordination across estate planning needs, tax planning needs, and insurance needs. The firm provides services like investment management, alternative investments, wealth planning, family office services, and tax transition management. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Founded2003
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture ...
Contacts
e.walker@capitalgroup.net +852 3 729 6989
Amanda C. Fitzgerald
VP of Capital Markets
p.anderson@firmcapital.com
Jennifer L. Santos
Senior Partner
t.thomas@firmcapital.com
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Baker Street Advisors, LLC
Family Office - Multi San Francisco, CA, United States $8.2B
About

Baker Street Advisors provides customized wealth management and comprehensive investment advisory solutions.

Founded2003
Websitewww.example-site.com
Contacts
r.brown@partnersllc.com +1 312 806 4187
James H. Nakamura
Director of Allocations
t.thomas@globalwealth.co
Thomas W. Erikson
Investment Director
c.lee@partnersllc.com
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McCoy Ventures
Family Office - Single San Francisco, United States $5.0B
About

McCoy Ventures is a single-family office based in San Francisco, California. The firm helps advance causes, companies, culture, and tokens that make the future happen faster in a more equitable way. The assets of the firm are managed by its executive team.

Founded2017
Websitewww.example-site.com
Contacts
c.lee@assetmgmt.com +1 646 456 3145
Katherine J. Walsh
Head of Investments
k.johnson@wealthadvisors.com
Michael R. Thompson
Managing Director
n.harris@assetmgmt.com
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Pisces
Family Office - Single San Francisco, United States $4.1B
About

Pisces is a single-family office based in San Francisco, California. Established in 1992, the firm is an investment and management office for the Fisher family.

Founded1992
Websitewww.example-site.com
SectorsCharitable Investments, Education, Culture & Heritage, Community & Social Welfare, Civic & Public Affairs High-Level ...
Investment TypesJoint Venture/Partner, Philanthropy
Contacts
s.chen@assetmgmt.com +852 3 534 5863
David A. Nguyen
Chief Investment Officer
l.martinez@partnersllc.com
Robert M. Patel
Portfolio Manager
k.johnson@capitalgroup.net
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