LP Directory

9 limited partners found

9 results
Firm Name Type Location AUM Contact
TL Private Wealth
Wealth Manager Southlake, United States $283M
About

Wealth Management | Fee Based Financial Planning; Wealth Management in Dallas, Fort Worth, Southlake, Grapevine, Colleyville.

Founded2013
Websitewww.example-site.com
Contacts
r.brown@groupholdings.com +1 202 974 7229
James H. Nakamura
Director of Allocations
n.harris@globalwealth.co
Thomas W. Erikson
Investment Director
m.wilson@fundmgmt.co
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Corps Capital Advisors
Family Office - Multi Southlake, United States $175M
About

Corps Capital Advisors is a multi-family office based in Southlake, Texas. Established in 2018, the firm provides wealth management services and leverages its selective network of professionals to assist families in estate planning, succession planning, tax planning, charitable giving, and lifestyle needs. The assets of the firm are managed by the executive management team.

Founded2018
Websitewww.example-site.com
SectorsFinancial Services, Media and Entertainment
Investment TypesBuyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Vent...
Contacts
e.walker@capitalgroup.net +1 202 404 2214
Katherine J. Walsh
Head of Investments
a.taylor@globalwealth.co
Michael R. Thompson
Managing Director
a.taylor@capitalgroup.net
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Anchor Partners
Family Office - Multi Southlake, United States
About

Anchor Partners is a multi-family office based in Southlake, Texas. Established in 1994, the firm is specialized in manufacturing and metal fabrication. They seek to grow by acquiring manufacturing organizations with a proven performance record and a positive, growth-oriented culture. The assets of the firm are managed by the executive management team.

Founded1994
Websitewww.example-site.com
Contacts
n.harris@fundmgmt.co +852 3 729 1005
Jennifer L. Santos
Senior Partner
a.taylor@fundmgmt.co
Amanda C. Fitzgerald
VP of Capital Markets
n.harris@capitalgroup.net
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BlueAlpha Capital
Family Office - Single Southlake, United States
About

BlueAlpha Capital is a single family office based in Southlake, United States, managing the private wealth and investments of the BlueAlpha family. Founded in 2006.

Founded2006
Websitewww.example-site.com
Contacts
t.thomas@investpartners.com +44 20 375 6654
Robert M. Patel
Portfolio Manager
l.martinez@globalwealth.co
David A. Nguyen
Chief Investment Officer
r.brown@partnersllc.com
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Henrikson & Graul Capital Partners
Family Office - Multi Southlake, United States
About

Henrikson & Graul Capital Partners is a multi-family office based in Southlake, Texas. Established in 2016, the firm makes control equity and subordinated debt investments in niche, lower middle market businesses with people. The assets are managed by the executive management team.

Founded2016
Websitewww.example-site.com
Contacts
d.garcia@capitalgroup.net +1 415 792 5597
David A. Nguyen
Chief Investment Officer
b.clark@capitalgroup.net
Robert M. Patel
Portfolio Manager
k.johnson@partnersllc.com
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