LP Directory

21 limited partners found

21 results
Firm Name Type Location AUM Contact
Plante Moran Wealth Management
Family Office - Multi Southfield, United States $19.0B
About

Plante Moran Wealth Management is a wealth management firm based in Southfield, Michigan. The firm provides services such as agency, charitable trusts, custody, estate settlement, family office, IRAs, life insurance trusts, personal trusts, trust services without investment management, and revocable living trusts.

Founded1977
Websitewww.example-site.com
SectorsAnnuities, Corporate Finance Consulting, Investment Management, Legal & Tax Services, Trust Management, Wealth & Esta...
Investment TypesBuyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Vent...
Contacts
c.lee@partnersllc.com +1 202 239 8995
David A. Nguyen
Chief Investment Officer
l.martinez@groupholdings.com
Robert M. Patel
Portfolio Manager
j.miller@investco.com
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Plante Moran Financial Advisors
Wealth Manager Southfield, United States $16.3B
About

From investment strategies to asset management, learn about our holistic wealth management advisory services.

Founded1977
Websitewww.example-site.com
SectorsBusiness Support Services, Software
Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds...
Contacts
b.clark@wealthadvisors.com +1 713 833 5126
Amanda C. Fitzgerald
VP of Capital Markets
b.clark@partnersllc.com
Jennifer L. Santos
Senior Partner
k.johnson@firmcapital.com
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Hantz Financial Services
Wealth Manager Southfield, United States $12.0B
About

Hantz Financial Services is a wealth manager based in Southfield, US. Founded in 1998. Reported AUM: $12.0B.

Founded1998
Websitewww.example-site.com
Contacts
n.harris@firmcapital.com +1 312 641 2928
Jennifer L. Santos
Senior Partner
p.anderson@globalwealth.co
Amanda C. Fitzgerald
VP of Capital Markets
n.harris@globalwealth.co
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Telemus
Family Office - Multi Southfield, United States $3.0B
About

Telemus is an independent wealth advisory firm for high-net-worth individuals and their families with a reach that spans the United States. Our virtual family CFO service provides a coordinated, technology enabled approach that meets the complex needs of most individuals and families. With virtual access to your family office platform, roles and responsibilities can be allocated among constituents to enable family members, external advisors and staff members to work in a more strategic and cohesive fashion.

Websitewww.example-site.com
SectorsAI/Robotics/Machine Learning, Augmented & Virtual Reality (AR & VR), Big Data, Cloud Infrastructure, Concierge Servic...
Investment TypesInvestment Funds, Long-Term Investments
Contacts
c.lee@capitalgroup.net +1 617 523 8809
Thomas W. Erikson
Investment Director
l.martinez@partnersllc.com
James H. Nakamura
Director of Allocations
e.walker@partnersllc.com
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William Beaumont Hospital
Private Sector Pension Fund Southfield, United States $1.6B
About

William Beaumont Hospital is a private sector pension fund based in Southfield, US. Founded in 1970. Reported AUM: $1.6B.

Founded1970
Websitewww.example-site.com
SectorsDiversified, Biotechnology, Business Services, Consumer Discretionary, Consumer Services, Energy & Utilities, Financi...
Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Growth, Special...
Contacts
a.taylor@wealthadvisors.com +65 6 167 2230
Robert M. Patel
Portfolio Manager
h.robinson@assetmgmt.com
David A. Nguyen
Chief Investment Officer
h.robinson@investco.com
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