LP Directory

10 limited partners found

10 results
Firm Name Type Location AUM Contact
Chevron Master Pension Trust
Private Sector Pension Fund San Ramon, United States $11.7B
About

Chevron Master Pension Trust is a private sector pension fund based in San Ramon, US. Reported AUM: $11.7B.

Websitewww.example-site.com
SectorsDiversified
Investment TypesBuyout, Co-investment, Direct Secondaries, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late St...
Contacts
s.chen@partnersllc.com +1 713 878 9299
James H. Nakamura
Director of Allocations
c.lee@firmcapital.com
Thomas W. Erikson
Investment Director
e.walker@globalwealth.co
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Insight Wealth Strategies
Wealth Manager San Ramon, United States $676M
About

At Insight Wealth Strategies, the top financial planning firm in the Bay Area & Texas, we are dedicated to helping our clients reach their financial goals.

Founded2002
Websitewww.example-site.com
Contacts
e.walker@investpartners.com +1 202 794 2546
Amanda C. Fitzgerald
VP of Capital Markets
h.robinson@fundmgmt.co
Jennifer L. Santos
Senior Partner
r.brown@capitalgroup.net
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American Investors Company
Wealth Manager San Ramon, United States $598M
About

American Investors Company is a wealth manager based in San Ramon, US. Founded in 1966. Reported AUM: $598M.

Founded1966
Websitewww.example-site.com
Contacts
k.johnson@globalwealth.co +1 713 848 8761
David A. Nguyen
Chief Investment Officer
m.wilson@investpartners.com
Robert M. Patel
Portfolio Manager
b.clark@investco.com
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Summit Wealth and Retirement Partners
Wealth Manager San Ramon, United States $548M
About

Summit Wealth and Retirement Partners is a wealth manager based in San Ramon, US. Founded in 1987. Reported AUM: $548M.

Founded1987
Websitewww.example-site.com
Contacts
n.harris@wealthadvisors.com +1 713 233 3763
Michael R. Thompson
Managing Director
l.martinez@investpartners.com
Katherine J. Walsh
Head of Investments
t.thomas@investpartners.com
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Chevron Technology Ventures
Fund of Funds San Ramon, United States $340M
About

Chevron Technology Ventures is a private equity fund of funds manager based in San Ramon, US. Founded in 1999. Reported AUM: $340M.

Founded1999
Websitewww.example-site.com
SectorsBiotechnology, Chemicals, Electronics, Energy & Utilities, Environmental Services, Hardware, IT Infrastructure, IT Se...
Investment TypesVenture (General)
Contacts
c.lee@capitalgroup.net +1 415 207 1102
Katherine J. Walsh
Head of Investments
h.robinson@firmcapital.com
Michael R. Thompson
Managing Director
k.johnson@fundmgmt.co
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