LP Directory

6 limited partners found

Limited Partners Contacts
6 results
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Firm Name Type Location AUM Contact
Wheaton College (Illinois) Endowment
 Endowment Plan Wheaton, United States $610M
About

Wheaton College (Illinois) Endowment is a endowment plan based in Wheaton, US. Founded in 1860. Reported AUM: $610M.

Founded1860
Websitewww.example-site.com
SectorsDiversified, Business Support Services, Energy & Utilities, Industrials
Investment TypesBuyout, Fund of Funds, Natural Resources
Contacts
n.harris@investco.com +1 310 652 9583
Jennifer L. Santos
Senior Partner
s.chen@wealthadvisors.com
Amanda C. Fitzgerald
VP of Capital Markets
s.chen@investpartners.com
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Paulson Wealth Management
 Wealth Manager Wheaton, United States $291M
About

At Paulson Wealth Management, we offer personalized financial strategies, including financial planning, investment management, tax preparation, and family office services, tailored to the unique needs of high-net-worth clients.

Founded2009
Websitewww.example-site.com
Contacts
k.johnson@capitalgroup.net +1 310 517 1043
James H. Nakamura
Director of Allocations
m.wilson@investco.com
Thomas W. Erikson
Investment Director
r.brown@groupholdings.com
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Wheaton College (Massachusetts) Endowment
 Endowment Plan Norton, United States $273M
About

Wheaton College (Massachusetts) Endowment is a endowment plan based in Norton, US. Founded in 1834. Reported AUM: $273M.

Founded1834
Websitewww.example-site.com
SectorsDiversified
Investment TypesBuyout, Distressed Debt, Special Situations, Timber
Contacts
b.clark@firmcapital.com +1 617 748 3477
Katherine J. Walsh
Head of Investments
j.miller@globalwealth.co
Michael R. Thompson
Managing Director
l.martinez@globalwealth.co
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Agarom Partners
 Family Office - Multi Wheaton, United States —
About

Agarom Partners is a multi-family office based in Wheaton, Illinois. Established in 1999, the firm is focused on proprietary holdings of digital media networks, blockchain, and platform technologies. The assets of the firm are managed by its executive management team.

Founded1999
Websitewww.example-site.com
Contacts
t.thomas@fundmgmt.co +852 3 789 3533
James H. Nakamura
Director of Allocations
s.chen@capitalgroup.net
Thomas W. Erikson
Investment Director
b.clark@globalwealth.co
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CUCumota
 Family Office - Single Wheaton, United States —
About

Co-founded in 2008 by Lou Holland with his wife, Darcy, CUMOTA, LLC. is a family office specializing in real estate and private markets investing, motivational and educational speaking engagements, consulting services, and teaching opportunities.

Founded2008
SectorsCapital Markets, Commercial Property Acquisition & Development Finance, Traditional Investments (Liquid Assets), Real...
Investment TypesPrivate Equity, Direct Investing, Investment Funds, Real Estate
Contacts
s.chen@partnersllc.com +1 713 668 7435
Thomas W. Erikson
Investment Director
t.thomas@investpartners.com
James H. Nakamura
Director of Allocations
l.martinez@investco.com
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