| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Foundation | San Luis Obispo, United States | $308M | |||
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About
Cal Poly Foundation is a foundation based in San Luis Obispo, US. Founded in 2006. Reported AUM: $308M. Founded2006 Website SectorsDiversified Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds... Contacts
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| Endowment Plan | San Luis Obispo, United States | $42M | |||
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About
Cuesta College Foundation is a endowment plan based in San Luis Obispo, US. Reported AUM: $42M. Website SectorsDiversified Investment TypesFund of Funds Contacts
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| Wealth Manager | San Luis Obispo, United States | — | |||
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About
KMR Wealth Advisory is a wealth manager based in San Luis Obispo, US. Founded in 2014. Founded2014 Website Contacts
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| Wealth Manager | Las Vegas, United States | — | |||
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About
Money Managers, Inc. is an Independent Financial Services company with offices in Las Vegas Nevada, Orange County & San Luis Obispo California. Founded2009 Website Contacts
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| Family Office - Single | San Luis Obispo, United States | — | |||
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About
We buy, build, and invest in high-impact companies and nonprofits that are redefining the future and hold the potential to impact billions of lives. Founded2021 Website Contacts
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