| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Wealth Manager | Venice, United States | $1.3B | |||
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About
Fourthought Private Wealth -- formerly Pinkerton Private Wealth -- is an independent financial planning firm serving Sarasota and Florida clients since 1968 Founded1968 Website Contacts
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| Asset Manager | Venice, United States | $1.0B | |||
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About
Founded in 1993, Caldwell Trust Company is an independent trust company with more than 25 years of investment experience and one billion dollars in assets under management. Website SectorsTravel Accommodations & Tourism, Concierge Services, Debt Management, Equity/Mutual Funds, ETFs, Fixed Income/Debt Se... Investment TypesInvestment Funds, Joint Venture/Partner, Long/Short Equity, Private Equity, Venture Capital - Early Stage Contacts
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| Foundation | Venice, United States | $471M | |||
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About
Together with our donors, we transform our region through bold and proactive philanthropy. Founded1995 Website SectorsDiversified, Agribusiness, Biotechnology, Business Services, Business Support Services, Consumer Discretionary, Consu... Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Growth, Natural... Contacts
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DKDKE Family Office |
Family Office - Single | Venice, United States | — | ||
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About
DKE Family Office is a single family office based in Venice, United States. Founded in 1950. The office manages the family's private investments and wealth across multiple asset classes. Founded1950 Contacts
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| Wealth Manager | Venice, United States | — | |||
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About
We are a fee-only, financial planning, investing and wealth management firm based in Scottsdale, AZ serving clients nationally. Founded2022 Website Contacts
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