LP Directory

8 limited partners found

8 results
Firm Name Type Location AUM Contact
Arizona State University Foundation
Endowment Plan Tempe, United States $1.0B
About

Arizona State University Foundation is a endowment plan based in Tempe, US. Reported AUM: $1.0B.

Websitewww.example-site.com
SectorsDiversified, Aerospace, Agribusiness, Construction, Defence, Energy & Utilities, Financial Services, Healthcare, Mini...
Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds...
Contacts
c.lee@investco.com +61 2 798 1217
Michael R. Thompson
Managing Director
m.wilson@assetmgmt.com
Katherine J. Walsh
Head of Investments
r.brown@investpartners.com
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Biltmore Wealth Management
Wealth Manager Tempe, United States $305M
About

Biltmore Wealth Management is a wealth manager based in Tempe, US. Founded in 2010. Reported AUM: $305M.

Founded2010
Websitewww.example-site.com
Contacts
n.harris@wealthadvisors.com +1 202 974 9602
Jennifer L. Santos
Senior Partner
l.martinez@partnersllc.com
Amanda C. Fitzgerald
VP of Capital Markets
l.martinez@capitalgroup.net
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Optima Capital Management
Family Office - Multi Tempe, United States $55M
About

Optima Capital Management is a multi-family office based in Tempe, Arizona. Established in 2019, the family office is an independent, privately-owned wealth management firm offering family office, goals-based planning, and investment management services to high-net-worth individuals and families. The assets are managed by the executive team.

Founded2019
Websitewww.example-site.com
Contacts
r.brown@groupholdings.com +1 202 809 6230
Jennifer L. Santos
Senior Partner
a.taylor@investco.com
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@groupholdings.com
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AZ Crown Investments (Crown Family Office)
Family Office - Single Tempe, AZ, United States
About

Exploring Limitless Potential. Bringing Ideas To Scale. FEARLESS PEOPLE WITH FEARLESS IDEAS. We’re not afraid of revolutionary change because it’s been at the center of our trajectory for more than 30 years across more than a dozen industries. We’ve taken technology from our imaginations into households

Founded2011
Websitewww.example-site.com
Contacts
d.garcia@groupholdings.com +1 212 835 4198
Thomas W. Erikson
Investment Director
j.miller@assetmgmt.com
James H. Nakamura
Director of Allocations
p.anderson@wealthadvisors.com
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DPG Investments
Family Office - Multi Tempe, United States
About

DPG maintains sophisticated investment strategies with a goal of achieving attractive, risk-adjusted rates of return. DPG specializes in a full spectrum of nontraditional, alternative investment vehicles including real estate, energy related investments and management, venture capital, corporate private equity, and select fund to fund allocations. DPG's range of objectives from diversification, to preservation of capital, to long-term performance allows it to achieve consistent, absolute returns that are uncorrelated to global equity and bond markets. DPG maintains a risk management framework, allowing full modeling and unified risk management. DPG takes pride in delivering customized capital solutions in an disciplined entrepreneurial system.

Founded2004
Websitewww.example-site.com
Contacts
s.chen@partnersllc.com +1 202 104 5992
Michael R. Thompson
Managing Director
j.miller@investpartners.com
Katherine J. Walsh
Head of Investments
e.walker@investpartners.com
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