LP Directory

14 limited partners found

14 results
Firm Name Type Location AUM Contact
Destiny Family Office
Family Office - Multi Winter Park, United States $1.0B
About

Destiny Family Office helps individuals and families see more clearly across the chasm that separates them from where they are to where they want and need to be-not just for themselves but for decades and generations into the future. We help those we are privileged to serve to better imagine, create and live their Destiny. Our Multi-Family Office provides comprehensive investment and life-planning solutions to affluent individuals, entrepreneurs, entertainers, athletes and their families, structuring and preserving their wealth for future generations in a profoundly personal and hands-on way which ensures the best-possible alignment of interest between our advisors and our clients.

Websitewww.example-site.com
SectorsFinTech, Aerospace & Military Defense, Digital Technology, AI/Robotics/Machine Learning, Intellectual Property, SaaS,...
Investment TypesLong-Term Investments, Private Equity
Contacts
p.anderson@firmcapital.com +61 2 168 3918
Amanda C. Fitzgerald
VP of Capital Markets
m.wilson@firmcapital.com
Jennifer L. Santos
Senior Partner
j.miller@capitalgroup.net
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Rollins College Endowment
Endowment Plan Winter Park, United States $485M
About

Rollins College is a small liberal arts college in Winter Park, Florida.

Founded1885
Websitewww.example-site.com
SectorsDiversified
Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds...
Contacts
e.walker@capitalgroup.net +1 310 772 8944
Thomas W. Erikson
Investment Director
b.clark@assetmgmt.com
James H. Nakamura
Director of Allocations
a.taylor@investco.com
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Fortress Wealth Group
Wealth Manager Winter Park, United States $246M
About

At Fortress Wealth Group, your financial goals are our top priority. We live to see our clients succeed.

Founded2020
Websitewww.example-site.com
Contacts
h.robinson@assetmgmt.com +1 713 713 5291
Amanda C. Fitzgerald
VP of Capital Markets
r.brown@groupholdings.com
Jennifer L. Santos
Senior Partner
k.johnson@investco.com
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Spraker West Wealth Management
Wealth Manager Winter Park, United States $236M
About

Spraker West Wealth Management is a wealth manager based in Winter Park, US. Founded in 2008. Reported AUM: $236M.

Founded2008
Websitewww.example-site.com
Contacts
s.chen@capitalgroup.net +41 44 211 9086
Michael R. Thompson
Managing Director
b.clark@capitalgroup.net
Katherine J. Walsh
Head of Investments
r.brown@capitalgroup.net
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Matthias Private Wealth
Family Office - Multi Winter Park, United States $200M
About

Matthias Private Wealth is a multi-family office based in Winter Park, Florida. Established in 2017, it delivers comprehensive investment advisory services, including portfolio management, financial planning, estate planning, and charitable planning, as well as tax planning and consulting services, and bookkeeping services to individuals, trusts, estates, charitable organizations, corporations, limited liability companies, other business entities, and pension and profit-sharing plans. The assets of the firm are managed by its executive management team.

Founded2017
Websitewww.example-site.com
Investment TypesReal Estate - General
Contacts
n.harris@globalwealth.co +1 202 194 8717
Thomas W. Erikson
Investment Director
h.robinson@assetmgmt.com
James H. Nakamura
Director of Allocations
b.clark@assetmgmt.com
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