LP Directory

Benevolent Capital Partners is a single family office based in Santa Barbara, CA, United States, managing the private wealth and investments of the Johnson family. Founded in 2008. The firm manages approximately $1.5B in assets under management.

SoHo Family Office is a multi-family office based in Santa Barbara, California. Established in 2007, it focuses on clients with liquid investable assets of at least $10 million. The firm provides services in asset management, investment consulting, and financial planning. The assets of the firm are managed by the executive management team.

Avalan Wealth Management is a wealth management firm based in Santa Barbara, California. Established in 2011, it offers a variety of services, including investment management, estate planning, and philanthropy. The assets of the firm are managed by the executive management team.

Certis Capital Management is a multi-family office based in Santa Barbara, California. Established in 2005, the firm provides services that include objective investment guidance, oversight of professional services, contingency planning, beneficiary, and generational advocacy, strategic philanthropic advice, transfer of wealth issues, family financial awareness, and education. The firm also provides investment advisory services. Certis Capital Management's investment portfolio is valued at $283.45 million as of October 10, 2023, investing in private equity, real estate, and hedge funds. Investments in private equity include buyout, diversified private equity, private equity growth expansion, and venture capital fund strategies.

Athens Capital Management is a multi-family office based in Santa Barbara, California. Established in 2002, the firm provides high-net-worth investors and other family offices with an opportunity for long-term growth yielding steady annual returns. It prioritizes a risk-averse approach through portfolio diversification managed by specialists in specific sectors, markets, and styles. The assets of the firm are managed by its executive management team. This firm is a Registered Investment Adviser (RIA).