LP Directory

6 limited partners found

6 results
Firm Name Type Location AUM Contact
BluePointe Capital Management
Family Office - Multi San Mateo, United States $650M
About

BluePointe Capital Management is an SEC-registered independent fee-only advisory firm located in San Mateo, CA. We have been in business since 2006. We have a great deal of pride in serving the successful entrepreneurs and business professionals in the Bay Area. We see it as our mission to help our community by developing financial plans that protect them from undue risk, create opportunity, and allow them to grow their wealth for the benefit of their businesses and their families. As business owners ourselves, we approach our work with a deep sense of empathy for the entrepreneurs and business professional we serve. 

Websitewww.example-site.com
SectorsETFs, Fixed Income/Debt Securities, Hedge Funds, Investment Management, Legal & Tax Services, Trust Management, Wealt...
Investment TypesInvestment Funds, Joint Venture/Partner, Long/Short Equity, Private Equity, Venture Capital
Contacts
c.lee@groupholdings.com +49 30 665 4827
Robert M. Patel
Portfolio Manager
m.wilson@fundmgmt.co
David A. Nguyen
Chief Investment Officer
n.harris@firmcapital.com
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DODoshi Capital Partners
Family Office - Single Hicksville, United States
About

Doshi Capital Partners is a single-family office based in San Mateo, California. Established in 2005, it provides family office services including financial planning, manager selection, and direct investments. The firm operates as a management entity that controls assets invested in real estate, financial markets, and owned corporations. Additionally, the firm also invests in hedge funds and private equity markets. The firm's assets are managed by the executive management team.

Founded2005
SectorsHedge Funds, Debt Management, Investment Management, Real Assets, Residential Property Acquisition & Development, Wea...
Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early...
Contacts
l.martinez@groupholdings.com +65 6 227 1141
Jennifer L. Santos
Senior Partner
l.martinez@wealthadvisors.com
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@investpartners.com
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PRPremanco Ventures (Mark Pretorius Family Office)
Family Office - Single San Mateo, CA, United States
About

Premanco Ventures is a single family office based in San Mateo, CA, United States, managing the private wealth and investments of the Mark Pretorius family. Founded in 2007.

Founded2007
Contacts
m.wilson@wealthadvisors.com +49 30 710 5013
David A. Nguyen
Chief Investment Officer
l.martinez@firmcapital.com
Robert M. Patel
Portfolio Manager
j.miller@globalwealth.co
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Westlake Realty Group (Chang Family Office)
Family Office - Single San Mateo, CA, United States
About

A full-service, family-owned real estate investment and development firm with extensive experience in all asset classes in the San Francisco Bay Area and Western United States.

Founded1972
Websitewww.example-site.com
Contacts
p.anderson@capitalgroup.net +1 310 562 7987
Michael R. Thompson
Managing Director
t.thomas@globalwealth.co
Katherine J. Walsh
Head of Investments
a.taylor@fundmgmt.co
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de Anda Capital
Family Office - Single San Mateo, United States
About

de Anda Capital is a single-family office based in San Mateo, California. Established in 1993, the firm provides investment services with management and investment partners. The firm primarily focuses on venture capital that does seed and early-stage venture investments. The assets of the firm are managed and governed by an executive management team.

Founded1993
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Oil/Gas, Venture Capital, Venture Capital - Early Stage, Venture Capital - ...
Contacts
e.walker@groupholdings.com +1 312 476 7948
David A. Nguyen
Chief Investment Officer
n.harris@firmcapital.com
Robert M. Patel
Portfolio Manager
n.harris@fundmgmt.co
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