LP Directory

8 limited partners found

8 results
Firm Name Type Location AUM Contact
Modera Wealth Management, LLC
Family Office - Multi Westwood, NJ, United States $12.5B
About

Simplify your financial life with Modera Wealth Management—personalized, fee-only advice that helps you gain clarity, confidence, and peace of mind

Founded1983
Websitewww.example-site.com
Contacts
c.lee@investco.com +44 20 960 8561
Thomas W. Erikson
Investment Director
s.chen@partnersllc.com
James H. Nakamura
Director of Allocations
a.taylor@fundmgmt.co
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ASAssured Management Company
Family Office - Multi Westwood, United States
About

Assured Management Company is a multi family office based in Westwood, United States. The firm provides comprehensive wealth management, investment advisory, and family office services to multiple high-net-worth families.

Contacts
l.martinez@globalwealth.co +1 617 823 2482
David A. Nguyen
Chief Investment Officer
l.martinez@groupholdings.com
Robert M. Patel
Portfolio Manager
d.garcia@investco.com
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Compass Planning Associates
Wealth Manager Westwood, United States
About

Provides online, fee-only financial planning tailored to life’s transitions. Empower your financial journey with compassionate, expert guidance.

Founded1996
Websitewww.example-site.com
Contacts
c.lee@assetmgmt.com +44 20 825 4008
Jennifer L. Santos
Senior Partner
k.johnson@wealthadvisors.com
Amanda C. Fitzgerald
VP of Capital Markets
t.thomas@investpartners.com
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Island Capital Funds
Family Office - Single Westwood, United States
About

Island Capital Funds is a single-family office firm based in Westwood, Massachusetts. Established in 2002, it is an independent investment-management firm formed for the purpose of managing investment partnerships on behalf of high net-worth individuals and small institutions. The assets of the firm are managed by the executive management team.

Founded2002
Websitewww.example-site.com
SectorsFinancial Services, Real Estate
Investment TypesBuyout, Private Equity, Growth/Expansion, Hedge Fund, Real Assets & Natural Resources - General, Real Estate - Genera...
Contacts
p.anderson@firmcapital.com +33 1 124 7922
Michael R. Thompson
Managing Director
t.thomas@firmcapital.com
Katherine J. Walsh
Head of Investments
l.martinez@globalwealth.co
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ISIsland Capital Funds (Jay Senerchia Family Office)
Family Office - Single Westwood, MA, United States
About

Island Capital Funds is a single family office based in Westwood, MA, United States, managing the private wealth and investments of the Jay Senerchia family. Founded in 2002.

Founded2002
Contacts
s.chen@groupholdings.com +33 1 904 7739
Robert M. Patel
Portfolio Manager
h.robinson@partnersllc.com
David A. Nguyen
Chief Investment Officer
m.wilson@firmcapital.com
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