6 limited partners found
| Firm Name | Type | Location | AUM | Contact | |
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| Family Office - Multi | Sewickley, United States | $8.8B | |||
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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. Website 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
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| Family Office - Multi | Sewickley, PA, United States | $808M | |||
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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 Website Contacts
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| Family Office - Multi | Sewickley, United States | $720M | |||
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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. Website SectorsTravel Accommodations & Tourism, Concierge Services, Charitable Investments, Wealth & Estate Planning, Trust Manageme... Investment TypesJoint Venture/Partner, Philanthropy Contacts
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| Wealth Manager | Sewickley, United States | $161M | |||
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About
At JMS Capital, we help individuals and businesses manage and grow their wealth through a variety of financial services. Founded2015 Website Contacts
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| Family Office - Multi | Sewickley, PA, United States | — | |||
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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 Website Contacts
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