LP Directory

10 limited partners found

10 results
Firm Name Type Location AUM Contact
Wealthcare Advisory Partners
Wealth Manager West Chester, United States $8.0B
About

wealthcare advisory is a wealth management firm based in West Chester, United States. Founded in 2014. The firm manages approximately $8B in assets under management.

Founded2014
Websitewww.example-site.com
Contacts
e.walker@groupholdings.com +1 713 803 8673
James H. Nakamura
Director of Allocations
t.thomas@investco.com
Thomas W. Erikson
Investment Director
a.taylor@groupholdings.com
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AK Steel Pension Trust Fund
Private Sector Pension Fund West Chester, United States $1.2B
About

AK Steel Pension Trust Fund is a private sector pension fund based in West Chester, US. Founded in 1950. Reported AUM: $1.2B.

Founded1950
Websitewww.example-site.com
SectorsDiversified, Biotechnology, Energy & Utilities, Financial Services, Healthcare, Information Technology, Media, Medica...
Investment TypesBalanced, Buyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General)
Contacts
m.wilson@fundmgmt.co +1 415 267 9874
Robert M. Patel
Portfolio Manager
t.thomas@groupholdings.com
David A. Nguyen
Chief Investment Officer
m.wilson@groupholdings.com
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Market Street Wealth Management
Wealth Manager West Chester, United States $530M
About

Market Street Wealth Management is a wealth manager based in West Chester, US. Founded in 1992. Reported AUM: $530M.

Founded1992
Websitewww.example-site.com
Contacts
n.harris@investpartners.com +1 713 608 8237
Katherine J. Walsh
Head of Investments
t.thomas@wealthadvisors.com
Michael R. Thompson
Managing Director
j.miller@assetmgmt.com
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Harvest Financial Advisors
Family Office - Multi West Chester, United States $450M
About

Harvest Financial Advisors is an independent multi-family office offering wealthy families and individuals a highly personalized relationship built on complete trust and unbiased advice. We specialize in assisting first and second-generation families with a focus on helping establish family vision and goals for now and generations to come. From this vision we can effectively carry out the strategies necessary for effective multi-generational wealth growth, protection and transition.

Founded2008
Websitewww.example-site.com
SectorsInvestment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Finance...
Investment TypesReal Estate - General, Investment Funds, Joint Venture/Partner
Contacts
m.wilson@fundmgmt.co +1 646 156 8151
David A. Nguyen
Chief Investment Officer
l.martinez@globalwealth.co
Robert M. Patel
Portfolio Manager
t.thomas@partnersllc.com
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Chester Community Foundation
Foundation West Chester, United States $109M
About

Chester Community Foundation is a foundation based in West Chester, US. Founded in 1994. Reported AUM: $109M.

Founded1994
Websitewww.example-site.com
Contacts
n.harris@partnersllc.com +1 617 658 4524
David A. Nguyen
Chief Investment Officer
p.anderson@investpartners.com
Robert M. Patel
Portfolio Manager
j.miller@wealthadvisors.com
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