LP Directory

16 limited partners found

16 results
Firm Name Type Location AUM Contact
Hirtle, Callaghan & Co
Family Office - Multi West Conshohocken, United States $19.0B
About

Hirtle Callaghan & Co is a money management firm based in West Conshohocken, Pennsylvania. Established in 1988, by Mr. Jonathan J. Hirtle and Mr. Donald E. Callaghan, the firm serves as an outsourced Chief Investment Officer for its clients. The firm also provides family office services to its clients including individuals, families, endowments, foundations, healthcare firms, and corporations. The assets of the firm are managed by the executive management team.

Founded1988
Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Capital Markets, Fund of Funds, Concierge Services, Endowment Fund, Investment Manag...
Investment TypesBuyout, Debt - General, Private Equity, Fund of Funds, Growth/Expansion, Hedge Fund, Mezzanine, Real Estate Opportuni...
Contacts
a.taylor@wealthadvisors.com +1 713 623 2179
David A. Nguyen
Chief Investment Officer
k.johnson@partnersllc.com
Robert M. Patel
Portfolio Manager
t.thomas@partnersllc.com
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John Templeton Foundation
Foundation West Conshohocken, United States $3.3B
About

John Templeton Foundation is a foundation based in West Conshohocken, US. Founded in 1987. Reported AUM: $3.3B.

Founded1987
Websitewww.example-site.com
SectorsBiotechnology, Healthcare, Information Technology, Software
Investment TypesBalanced, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Venture (General), V...
Contacts
r.brown@wealthadvisors.com +1 415 387 1901
Amanda C. Fitzgerald
VP of Capital Markets
c.lee@fundmgmt.co
Jennifer L. Santos
Senior Partner
a.taylor@firmcapital.com
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Sage Financial Group
Wealth Manager West Conshohocken, United States $2.5B
About

Our mission is to eliminate the stress and clarify the complexity of financial decisions so that you can make smart, personally beneficial moves that support your ability to be financially independent. We aim to anticipate our clients' needs and provide them with highly professional, personalized service that combines thoughtful, holistic management of their investment portfolios, rigorous financial planning, and access to a suite of select family office services.

Websitewww.example-site.com
SectorsStartups & Management, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Multi-A...
Investment TypesInvestment Funds, Co-Investing, Private Equity, Venture Capital, Venture Capital - Early Stage, Long/Short Equity
Contacts
k.johnson@firmcapital.com +852 3 699 5625
Robert M. Patel
Portfolio Manager
e.walker@firmcapital.com
David A. Nguyen
Chief Investment Officer
k.johnson@fundmgmt.co
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PPB Advisors
Fund of Funds West Conshohocken, United States $1.7B
About

Discover a leading alternative investment platform connecting private wealth advisors to durable private market solutions through custom private funds, tailored strategies, and institutional-grade access.

Founded2008
Websitewww.example-site.com
SectorsDiversified
Investment TypesBuyout, Fund of Funds, Venture (General)
Contacts
p.anderson@capitalgroup.net +49 30 725 1202
Michael R. Thompson
Managing Director
c.lee@wealthadvisors.com
Katherine J. Walsh
Head of Investments
m.wilson@investco.com
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Verdis Investment Management
Family Office - Single West Conshohocken, United States $497M
About

Verdis Investment Management's investment portfolio is valued at $468.91 million as of March 20, 2024, with investments in private equity, real estate, hedge funds, real assets, and natural resources. As of March 20, 2024, the private equity portfolio was valued at $64.18 million, representing 13.7% of the total portfolio. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, and venture capital strategies. As of March 20, 2024, the real asset and natural resources portfolio was valued at $10.09 million and $20.47 million respectively. The firm's investments are governed by the executive management team, with Mr. Kevin Gaffey serving as Partner, Chief Compliance Officer, Chief Financial Officer & Investment Committee Member.

Founded2004
Websitewww.example-site.com
Investment TypesBuyout, Diversified Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Est...
Contacts
e.walker@investpartners.com +1 415 927 1846
Jennifer L. Santos
Senior Partner
j.miller@globalwealth.co
Amanda C. Fitzgerald
VP of Capital Markets
j.miller@firmcapital.com
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