LP Directory

6 limited partners found

6 results
Firm Name Type Location AUM Contact
Aufman Associates
Family Office - Multi Sewickley, United States $8.8B
About

Aufman Associates provides comprehensive financial management for the high net worth individual in a manner that is free from conflicts of interest. Formed from the ground up to serve the executive community, the firm is able to provide customized solutions depending on the specific needs of the client. Our thirty-plus years in the industry has formed a tested management model that responds to the life-cycle of the client, from executive financial planning through multi-generational management. In all stages, the firm can be as -hands on- as necessary to remove the management burden and to ensure that strategies are efficiently implemented and managed.

Websitewww.example-site.com
SectorsCapital Markets, Fund of Funds, Investment Management, Legal & Tax Services, Multi-Asset Investing, Retirement Planni...
Investment TypesJoint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital, Asset Disposition
Contacts
r.brown@assetmgmt.com +49 30 290 8109
David A. Nguyen
Chief Investment Officer
h.robinson@fundmgmt.co
Robert M. Patel
Portfolio Manager
t.thomas@globalwealth.co
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Aufman Associates Inc.
Family Office - Multi Sewickley, PA, United States $808M
About

Aufman Associates Inc. is a multi family office based in Sewickley, PA, United States. Founded in 1983. The firm manages approximately $808M in assets under management.

Founded1983
Websitewww.example-site.com
Contacts
a.taylor@investpartners.com +1 713 593 3357
Michael R. Thompson
Managing Director
t.thomas@assetmgmt.com
Katherine J. Walsh
Head of Investments
e.walker@wealthadvisors.com
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Roble, Belko and Company
Family Office - Multi Sewickley, United States $720M
About

Roble, Belko and Company is an investment advisory firm located in Pittsburgh, PA offering wealth and risk management services for high net worth individuals, families, and small institutions.

Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Concierge Services, Charitable Investments, Wealth & Estate Planning, Trust Manageme...
Investment TypesJoint Venture/Partner, Philanthropy
Contacts
l.martinez@partnersllc.com +1 415 522 8479
Robert M. Patel
Portfolio Manager
n.harris@assetmgmt.com
David A. Nguyen
Chief Investment Officer
t.thomas@investpartners.com
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JMS Capital Group Wealth Services
Wealth Manager Sewickley, United States $161M
About

At JMS Capital, we help individuals and businesses manage and grow their wealth through a variety of financial services.

Founded2015
Websitewww.example-site.com
Contacts
t.thomas@fundmgmt.co +33 1 784 7506
Robert M. Patel
Portfolio Manager
p.anderson@investco.com
David A. Nguyen
Chief Investment Officer
t.thomas@assetmgmt.com
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JMS Capital Group
Family Office - Multi Sewickley, PA, United States
About

JMS Capital Group and John Schneider is a financial partner and family advisor in the Pittsburgh area, providing wealth management services to high net worth investors.

Founded2015
Websitewww.example-site.com
Contacts
n.harris@investpartners.com +852 3 909 7911
Jennifer L. Santos
Senior Partner
e.walker@fundmgmt.co
Amanda C. Fitzgerald
VP of Capital Markets
p.anderson@fundmgmt.co
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