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	Firm Name	Type	Location	AUM
	PRProvident Trust Company	Wealth Manager	Waukesha, United States	$4.8B
About Provident Trust Company is a wealth manager based in Waukesha, US. Founded in 1999. Reported AUM: 4839 USD millions. Founded1999 Websitewww.example-site.com Contacts l.martinez@investco.com +33 1 784 9081 Michael R. Thompson Managing Director b.clark@firmcapital.com Katherine J. Walsh Head of Investments j.miller@capitalgroup.net Upgrade to view contact detailsUpgrade
	IAIAG Wealth Partners	Wealth Manager	Waukesha, United States	$896M
About We are trusted financial advisors to professionals, families, retirees, and business owners for 30 years with a holistic wealth management process. Founded1985 Websitewww.example-site.com Contacts e.walker@wealthadvisors.com +1 202 599 9527 Katherine J. Walsh Head of Investments s.chen@investco.com Michael R. Thompson Managing Director b.clark@investco.com Upgrade to view contact detailsUpgrade
	CACapital Innovations	Asset Manager	Waukesha, United States	$250M
About Capital Innovations' investment portfolio is valued at over $252 million, as of November 13, 2024, with investments in private equity and real estate. The firm's discretionary assets are valued at $30.09 million. Investments in private equity include buyout, fund of funds, diversified private equity, private growth equity, and venture capital fund strategies. The firm's investments are governed by the executive management team, with Co-Founder Mr. Michael Underhill serving as Chief Investment Officer and Chief Executive Officer. Founded2007 Websitewww.example-site.com Investment TypesBuyout, Private Equity, Growth/Expansion, Infrastructure - General, Infrastructure Core, Infrastructure Core Plus, In... Contacts r.brown@investpartners.com +1 415 762 3080 Katherine J. Walsh Head of Investments k.johnson@wealthadvisors.com Michael R. Thompson Managing Director b.clark@investpartners.com Upgrade to view contact detailsUpgrade
	CACarroll University Endowment	Endowment Plan	Waukesha, United States	$94M
About Private liberal arts university and a leader in health sciences, located minutes from Milwaukee in the historic river town of Waukesha, WI. More than 95 areas of study in humanities, sciences and business. Websitewww.example-site.com Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Venture (General) Contacts b.clark@partnersllc.com +44 20 660 5017 Michael R. Thompson Managing Director p.anderson@wealthadvisors.com Katherine J. Walsh Head of Investments a.taylor@wealthadvisors.com Upgrade to view contact detailsUpgrade
	PRProHealth Care	Foundation	Waukesha, United States	$37M
About ProHealth Care is a foundation based in Waukesha, US. Founded in 1978. Reported AUM: 37 USD millions. Founded1978 Websitewww.example-site.com SectorsDiversified, Business Support Services, Financial Services, Information Technology, Outsourcing, Pharmaceuticals, Ren... Investment TypesBuyout, Growth Contacts j.miller@wealthadvisors.com +44 20 540 8859 James H. Nakamura Director of Allocations d.garcia@capitalgroup.net Thomas W. Erikson Investment Director c.lee@partnersllc.com Upgrade to view contact detailsUpgrade

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