LP Directory

69 limited partners found

69 results
Firm Name Type Location AUM Contact
Wilde Wealth Management
Family Office - Multi Scottsdale, AZ, United States $3.6B
About

Trusted fiduciary wealth management and financial planning serving Scottsdale and the Phoenix metro area. Helping clients plan with confidence.

Websitewww.example-site.com
Contacts
d.garcia@investco.com +33 1 844 1670
Robert M. Patel
Portfolio Manager
c.lee@investco.com
David A. Nguyen
Chief Investment Officer
k.johnson@investpartners.com
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Ashton Thomas Private Wealth
Wealth Manager Scottsdale, United States $2.0B
About

Put your money in perspective. Let an Ashton Thomas Private Wealth advisor help you explore the possibilities a life well lived can offer.

Founded2010
Websitewww.example-site.com
Contacts
l.martinez@capitalgroup.net +65 6 767 5565
David A. Nguyen
Chief Investment Officer
b.clark@investpartners.com
Robert M. Patel
Portfolio Manager
m.wilson@assetmgmt.com
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Trajan Wealth
Wealth Manager Scottsdale, United States $1.6B
About

Trajan Wealth is client-centric and we value our fiduciary relationships. Contact us for help on reaching your financial goals!

Founded2010
Websitewww.example-site.com
Contacts
b.clark@globalwealth.co +1 212 745 5242
Michael R. Thompson
Managing Director
c.lee@groupholdings.com
Katherine J. Walsh
Head of Investments
r.brown@groupholdings.com
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Baron Capital Management
Wealth Manager Scottsdale, United States $1.5B
About

Baron Capital Management is a multi-family office based in Scottsdale, Arizona. Established in 2001, the firm offers a broad range of services and investments for personal and joint accounts, corporate and trust accounts, foundations, and endowments. The firm also manages individual IRAs, SEPs, 401k's, profit sharing plans, defined benefit and defined contribution plans as well as annuities, life insurance, and key man insurance. Additionally, Baron Capital Management also offers private equity consulting and fundraising services for those seeking capital to fund their business. The assets of the firm are managed by its executive management team.

Founded2001
Websitewww.example-site.com
Contacts
r.brown@wealthadvisors.com +41 44 181 5514
Robert M. Patel
Portfolio Manager
b.clark@globalwealth.co
David A. Nguyen
Chief Investment Officer
c.lee@partnersllc.com
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Fortitude Family Office, LLC
Family Office - Multi Scottsdale, AZ, United States $1.2B
About

Fortitude Family Office, LLC is a multi family office based in Scottsdale, AZ, United States. Founded in 2019. The firm manages approximately $1.2B in assets under management.

Founded2019
Websitewww.example-site.com
Contacts
b.clark@capitalgroup.net +852 3 144 7409
Amanda C. Fitzgerald
VP of Capital Markets
e.walker@investpartners.com
Jennifer L. Santos
Senior Partner
j.miller@wealthadvisors.com
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