LP Directory

4 limited partners found

4 results
Firm Name Type Location AUM Contact
Cadence Bank
Bank Tupelo, United States $50.4B
About

Welcome to Cadence Bank. We meet customers where they are in their financial journey, providing expert advice and a broad array of products and services to help them reach their goals.

Founded1982
Websitewww.example-site.com
SectorsDiversified, Energy & Utilities, Energy Storage & Batteries, Environmental Services, Healthcare, Industrials, Informa...
Investment TypesMezzanine, Venture (General)
Contacts
n.harris@wealthadvisors.com +65 6 302 4667
Robert M. Patel
Portfolio Manager
n.harris@assetmgmt.com
David A. Nguyen
Chief Investment Officer
h.robinson@assetmgmt.com
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Addicus Advisory
Family Office - Multi Tupelo, United States $280M
About

Addicus is a Registered Investment Advisor based in Tupelo, Mississippi. Established in 2012, the firm provides personal financial advisory services to its clients and manages assets directly for them. The assets are managed by its executive management team.

Founded2012
Websitewww.example-site.com
Investment TypesBuyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Vent...
Contacts
s.chen@globalwealth.co +1 646 936 2673
Amanda C. Fitzgerald
VP of Capital Markets
n.harris@partnersllc.com
Jennifer L. Santos
Senior Partner
n.harris@globalwealth.co
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Addicus
Family Office - Multi Tupelo, United States
About

Addicus is a private equity and consulting firm. Addicus works with entrepreneurial families, often with complex and numerous business entities, relationships, and activities. They provide investment, insurance, management consulting, financial planning, strategic development, and estate planning.

Founded2012
Websitewww.example-site.com
SectorsFinancial Services, Lending and Investments, Professional Services
Contacts
b.clark@investpartners.com +1 312 461 4063
David A. Nguyen
Chief Investment Officer
r.brown@investco.com
Robert M. Patel
Portfolio Manager
h.robinson@wealthadvisors.com
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Hardy Reed
Wealth Manager Tupelo, United States
About

Hardy Reed is a wealth manager based in Tupelo, US. Founded in 2006.

Founded2006
Websitewww.example-site.com
Contacts
m.wilson@wealthadvisors.com +1 646 486 1075
Michael R. Thompson
Managing Director
b.clark@wealthadvisors.com
Katherine J. Walsh
Head of Investments
b.clark@wealthadvisors.com
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