| 1 |
051 Capital |
Luciano |
Brochmann |
General Partner |
55 (21) 3005-3721 |
|
luciano@051capital.com |
|
R. Jardim Botânico, 657 - Jardim Botânico, Suite 201 |
Rio de Janeiro |
RJ |
20040-007 |
Brazil |
South America |
https://www.linkedin.com/in/luciano-brochmann-6b79227/ |
Funds, Hedge Funds, Alternative Investments, Agribusiness, Agriculture, Bio-Economy |
2.018 |
|
|
https://www.linkedin.com/company/051-capital/ |
https://www.051capital.com/ |
Multi Family Office with SFO head. We manage your money like we manage ours. |
MF |
|
|
051 Capital |
Leonardo |
Ramos |
Partner |
55 (21) 3005-3721 |
|
leonardosouza@email.com |
|
R. Jardim Botânico, 657 - Jardim Botânico, Suite 201 |
Rio de Janeiro |
RJ |
20040-007 |
Brazil |
South America |
https://www.linkedin.com/in/leonardo-ramos-cfp®-52074336/ |
Funds, Hedge Funds, Alternative Investments, Agribusiness, Agriculture, Bio-Economy |
2.018 |
|
|
https://www.linkedin.com/company/051-capital/ |
https://www.051capital.com/ |
Multi Family Office with SFO head. We manage your money like we manage ours. |
MF |
|
|
051 Capital |
Flávio |
Aragão |
Managing Partner |
55 (21) 3005-3721 |
|
gestao@051capital.com |
|
R. Jardim Botânico, 657 - Jardim Botânico, Suite 201 |
Rio de Janeiro |
RJ |
20040-007 |
Brazil |
South America |
https://www.linkedin.com/in/flávio-aragão-a9097561/ |
Funds, Hedge Funds, Alternative Investments, Agribusiness, Agriculture, Bio-Economy |
2.018 |
|
|
https://www.linkedin.com/company/051-capital/ |
https://www.051capital.com/ |
Multi Family Office with SFO head. We manage your money like we manage ours. |
MF |
|
| 2 |
1788 Capital Trust S.A |
Fabienne |
Luyet |
Relationship Manager and Compliance Officer |
41 223 174 052 |
41 227 321 578 |
fabienne.luyet@1788capital.com |
contact@1788capital.com |
8, rue Jean-Gabriel Eynard |
Geneva |
|
CH-1205 |
Switzerland |
Europe |
https://www.linkedin.com/in/fabienne-luyet-087aa468/ |
Capital Preservation and Growth, Open-Architecture, Privacy and Outstanding Client Service, Alternative Investments, Hedge Funds |
2.013 |
|
fabienne.luyet@bluewin.ch |
|
http://www.1788capital.com/ |
1788 Capital Trust is a privately owned Wealth Management Company and Multi-Family Office based in Geneva, dedicated to Ultra High Net Worth Individuals and Families. |
MF |
|
|
1788 Capital Trust S.A |
Guillaume |
d'Esneval |
Managing Partner |
41 223 174 051 |
41 227 321 578 |
guillaume.desneval@1788capital.com |
contact@1788capital.com |
8, rue Jean-Gabriel Eynard |
Geneva |
|
CH-1205 |
Switzerland |
Europe |
https://www.linkedin.com/in/guillaume-d-esneval-b2139/ |
Capital Preservation and Growth, Open-Architecture, Privacy and Outstanding Client Service, Alternative Investments, Hedge Funds |
2.013 |
|
|
|
http://www.1788capital.com/ |
1788 Capital Trust is a privately owned Wealth Management Company and Multi-Family Office based in Geneva, dedicated to Ultra High Net Worth Individuals and Families. |
MF |
|
|
1788 Capital Trust S.A |
Christophe |
Roux |
Family Officer |
41 223 174 051 |
41 227 321 578 |
christophe.roux@1788capital.com |
contact@1788capital.com |
8, rue Jean-Gabriel Eynard |
Geneva |
|
CH-1205 |
Switzerland |
Europe |
https://www.linkedin.com/in/christophe-roux-21645562/ |
Capital Preservation and Growth, Open-Architecture, Privacy and Outstanding Client Service, Alternative Investments, Hedge Funds |
2.013 |
|
|
|
http://www.1788capital.com/ |
1788 Capital Trust is a privately owned Wealth Management Company and Multi-Family Office based in Geneva, dedicated to Ultra High Net Worth Individuals and Families. |
MF |
|
|
1788 Capital Trust S.A |
Raphael |
Schlaefli |
Chief Investment Officer |
41 223 174 052 |
41 227 321 578 |
raphael.schlaefli@1788capital.com |
contact@1788capital.com |
8, rue Jean-Gabriel Eynard |
Geneva |
|
CH-1205 |
Switzerland |
Europe |
https://www.linkedin.com/in/raphael-schlaefli-2311865/ |
Capital Preservation and Growth, Open-Architecture, Privacy and Outstanding Client Service, Alternative Investments, Hedge Funds |
2.013 |
|
|
|
http://www.1788capital.com/ |
1788 Capital Trust is a privately owned Wealth Management Company and Multi-Family Office based in Geneva, dedicated to Ultra High Net Worth Individuals and Families. |
MF |
|
| 3 |
1888 Management, LLC |
Trent |
Edward May |
Chief Investment Officer |
|
|
trent.may@1888Investments.com |
|
951 E Courtland Place, Highlands Ranch |
Littleton |
CO |
80126 |
United States of America |
North America |
https://www.linkedin.com/in/trentmay/ |
Direct and LP Illiquid market investments and a liquid portfolio concentrated in a handful of alternative investment strategies. |
2.011 |
$6B |
trent.may@lab-qs.com |
|
|
1888 Management, a single family office firm for the Koch brothers (Charles and David). |
SF |
|
|
1888 Management, LLC |
Jeffrey |
Straayer |
Managing Director |
|
|
jeffrey.straayer@1888Investments.com |
|
951 E Courtland Place, Highlands Ranch |
Littleton |
CO |
80126 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-straayer-a42b8323/ |
Direct and LP Illiquid market investments and a liquid portfolio concentrated in a handful of alternative investment strategies. |
2.011 |
$6B |
|
|
|
1888 Management, a single family office firm for the Koch brothers (Charles and David). |
SF |
|
|
1888 Management, LLC |
Kelly |
Wapp |
Portfolio Administrator |
|
|
kelly.wapp@1888investments.com |
|
|
Denver |
CO |
|
United States of America |
North America |
https://www.linkedin.com/in/kelly-wapp-35576868/ |
Alternative Investments, Illiquid Investments |
2.011 |
|
|
|
|
1888 Management is a multi family office based in Denver, Colorado. Our Private Markets portfolio invests as a limited partner in private equity funds and in directs, co-investments, and general partnerships across various industries. |
MF |
|
|
1888 Management, LLC |
Chris |
Welker |
Chief Operating Officer |
|
|
chris.welker@1888investments.com |
|
|
Denver |
CO |
|
United States of America |
North America |
https://www.linkedin.com/in/chriswelker/ |
Alternative Investments, Illiquid Investments |
2.011 |
|
|
|
|
1888 Management is a multi family office based in Denver, Colorado. Our Private Markets portfolio invests as a limited partner in private equity funds and in directs, co-investments, and general partnerships across various industries. |
MF |
|
| 4 |
21 North Advisors |
Laurent |
Hopman |
Founder |
973 77 21 21 21 |
973 77 39 39 39 |
lhopman@21n39e.com |
info@21n39e.com |
Platinum Tower, 19th Floor, Seef Area |
Manama |
|
|
Kingdom of Bahrain |
Asia |
https://www.linkedin.com/in/laurent-h-b1b572/ |
Alternative Investments |
2.008 |
$2B |
|
|
https://www.21northadvisors.com/ |
21 North is a Bahrain based multi-family office specialized in conservative portfolios for a select group of wealthy families. |
MF |
|
| 5 |
3S Invest AS |
Jon |
David Haugse |
Founder & CEO |
|
|
jdh@3sinvest.no |
info@3sinvest.no |
Bygdøy Allé 2 |
Oslo |
|
0257 |
Norway |
Europe |
https://www.linkedin.com/in/jon-david-haugse-b463464/ |
Equities, Hedge Funds, Real Estate, Private Equity |
2.017 |
|
|
|
https://3sinvest.no/ |
3S Invest is a "family office" for three, cooperating investment companies. Our portfolios are diversified and consist mainly of investments in mutual funds, real estate and private equity. In addition to the financial portfolio, we are looking for investment opportunities in companies and projects where we can add value as an active owner. |
MF |
|
| 6 |
47 Capital AG |
Gero |
Bauknecht |
President |
41 555 110 447 |
|
|
contact@47-capital.com |
Samstagernstrasse 41 |
Wollerau |
|
8832 |
Switzerland |
Europe |
https://www.linkedin.com/in/gerobauknecht/ |
Long Only Funds, Hedge Funds, Private Equity Funds, Real Estate |
2.022 |
|
contact@bauknecht-capital.com |
https://www.bauknecht-capital.com/ |
https://www.47-capital.com/ |
47 Capital AG, based in Wollerau (Switzerland), is the alternative single-family office for a small select number of families. Alternative, because 47 Capital AG is like the own family office for its clients, as Gero Bauknecht and Alexander Sinn. |
SF |
|
| 7 |
4S Bay Partners LLC |
Jessica |
Sarowitz |
Managing Partner |
|
|
jpsarowitz@4sbay.com |
|
1849 Green Bay Road, Suite 280 |
Highland Park |
IL |
60035 |
United States of America |
North America |
https://www.linkedin.com/in/jessica-p-sarowitz-48ba59142/ |
Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment |
2.015 |
|
info@withthislight.com, info@mirafloresfilms.com |
https://mirafloresfilms.com/
https://www.withthislight.com/ |
https://4sbay.com/ |
4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. |
SF |
|
|
4S Bay Partners LLC |
Brooke |
Denham |
Executive Assistant |
|
|
bdenham@4sbay.com |
|
1849 Green Bay Road, Suite 280 |
Highland Park |
IL |
60035 |
United States of America |
North America |
https://www.linkedin.com/in/brooke-denham-9333405b/ |
Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment |
2.015 |
|
|
https://www.linkedin.com/company/4s-bay-partners-llc/ |
https://4sbay.com/ |
4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. |
SF |
|
|
4S Bay Partners LLC |
Rashid |
Malik |
Acting Chief Investment Officer |
|
|
rmalik@4sbay.com |
|
1849 Green Bay Road, Suite 280 |
Highland Park |
IL |
60035 |
United States of America |
North America |
https://www.linkedin.com/in/rashid-malik-cfa-83a51a8/ |
Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment |
2.015 |
|
bee.free2@gmail.com |
https://www.linkedin.com/company/4s-bay-partners-llc/ |
https://4sbay.com/ |
4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. |
SF |
|
|
4S Bay Partners LLC |
Passion |
Johnson |
Investment Analyst |
|
|
pjohnson@4sbay.com |
|
1849 Green Bay Road, Suite 280 |
Highland Park |
IL |
60035 |
United States of America |
North America |
https://www.linkedin.com/in/passion-johnson-b26357209/ |
Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment |
2.015 |
|
|
https://www.linkedin.com/company/4s-bay-partners-llc/ |
https://4sbay.com/ |
4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. |
SF |
|
|
4S Bay Partners LLC |
Emily |
Green |
COO & Legal Counsel |
|
|
egreen@4sbay.com |
|
1849 Green Bay Road, Suite 280 |
Highland Park |
IL |
60035 |
United States of America |
North America |
https://www.linkedin.com/in/emily-green-9b15a41/ |
Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment |
2.015 |
|
|
https://www.linkedin.com/company/4s-bay-partners-llc/ |
https://4sbay.com/ |
4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. |
SF |
|
|
4S Bay Partners LLC |
Ananya |
Chatterjee |
VC Impact Investment Professional |
|
|
achatterjee@4sbay.com |
|
1849 Green Bay Road, Suite 280 |
Highland Park |
IL |
60035 |
United States of America |
North America |
https://www.linkedin.com/in/ananyachatterjee/ |
Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment |
2.015 |
|
|
https://www.linkedin.com/company/4s-bay-partners-llc/ |
https://4sbay.com/ |
4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. |
SF |
|
|
4S Bay Partners LLC |
Pratap |
Kotabagi |
Investment Analyst |
Diret: (217) 904-2945 |
|
kotabagi20@gmail.com |
|
1849 Green Bay Road, Suite 280 |
Highland Park |
IL |
60035 |
United States of America |
North America |
https://www.linkedin.com/in/pratap-kotabagi/ |
Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment |
2.015 |
|
|
https://www.linkedin.com/company/4s-bay-partners-llc/ |
https://4sbay.com/ |
4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. |
SF |
|
| 8 |
5T Wealth, LLC |
Hien |
Scozzafava |
Senior Family Office Relationship Manager |
(707) 603-2670 |
(707) 224-2521 |
hien@5twealth.com |
info@5twealth.com |
595 Coombs Street |
Napa |
CA |
94559 |
United States of America |
North America |
https://www.linkedin.com/in/hien-scozzafava-bbb3b8a3/ |
Hedge Funds and Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.008 |
$163M |
|
https://www.linkedin.com/company/5t-wealth-llc/ |
https://5twealth.com/ |
5T was founded by Paul and Meghan Krsek, to be the trusted primary advisor for individuals and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful for themselves, their families, and their community. Today 5T is comprised of a team that works with clients to try and fulfill that mission. Our evolution continues but our 5T’s have always remained true to who we are and what we do. |
MF |
|
|
5T Wealth, LLC |
Jeff |
Roush |
Business Development and Investment Committee Member |
(707) 681-7032 |
(707) 224-2521 |
jeff@5twealth.com |
info@5twealth.com |
595 Coombs Street |
Napa |
CA |
94559 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-roush-3aa0a014/ |
Hedge Funds and Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.008 |
$163M |
|
https://www.linkedin.com/company/5t-wealth-llc/ |
https://5twealth.com/ |
5T was founded by Paul and Meghan Krsek, to be the trusted primary advisor for individuals and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful for themselves, their families, and their community. Today 5T is comprised of a team that works with clients to try and fulfill that mission. Our evolution continues but our 5T’s have always remained true to who we are and what we do. |
MF |
|
|
5T Wealth, LLC |
Meghan |
Krsek |
Managing Member, Chief Compliance Officer and Controller |
(707) 603-2670 |
(707) 224-2521 |
meghan@5twealth.com |
info@5twealth.com |
595 Coombs Street |
Napa |
CA |
94559 |
United States of America |
North America |
https://www.linkedin.com/in/meghan-krsek-286349a/ |
Hedge Funds and Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.008 |
$163M |
|
https://www.linkedin.com/company/5t-wealth-llc/ |
https://5twealth.com/ |
5T was founded by Paul and Meghan Krsek, to be the trusted primary advisor for individuals and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful for themselves, their families, and their community. Today 5T is comprised of a team that works with clients to try and fulfill that mission. Our evolution continues but our 5T’s have always remained true to who we are and what we do. |
MF |
|
|
5T Wealth, LLC |
Paul |
Krsek |
Founder/Managing Member, CIO |
(707) 603-2672 |
(707) 224-2521 |
paul@5twealth.com |
info@5twealth.com |
595 Coombs Street |
Napa |
CA |
94559 |
United States of America |
North America |
https://www.linkedin.com/in/paul-krsek-72891016/ |
Hedge Funds and Fund of Funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns. |
2.008 |
$163M |
|
https://www.linkedin.com/company/5t-wealth-llc/ |
https://5twealth.com/ |
5T was founded by Paul and Meghan Krsek, to be the trusted primary advisor for individuals and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful for themselves, their families, and their community. Today 5T is comprised of a team that works with clients to try and fulfill that mission. Our evolution continues but our 5T’s have always remained true to who we are and what we do. |
MF |
|
| 9 |
A European Family Office |
Francois |
Serge Lhabitant |
CEO & CIO (Hedge Funds) |
|
|
f@lhabitant.net |
|
|
Jersey |
|
|
United Kingdom |
Europe |
https://www.linkedin.com/in/francois-lhabitant-36a47840/ |
Hedge Funds |
|
|
flhabitant@spamarrest.com |
|
http://lhabitant.net/ |
Awards and Fellowships: Single Family Office of the Year, Spear’s Wealth Management Awards, 2010 |
SF |
|
| 10 |
A.L. Stuart Family Office, LLC |
Alan |
Stuart |
Chairman & CEO |
(203) 969-1140 |
(203) 969-1170 |
astuart@alstuart.com |
clientservices@alstuart.com |
One Dock Street, Suite 301 |
Stamford |
CT |
06902 |
United States of America |
North America |
https://www.linkedin.com/in/alan-stuart-13570763/ |
Private Equity, Hedge Funds |
1.995 |
$151M |
|
|
http://www.alstuart.com/ |
A.L. Stuart Family Office, a multi-family office and investment management firm in Stamford, CT. |
MF |
|
| 11 |
Above Capital |
Mike |
Borsetti |
Managing Partner |
|
|
|
info@GAO-CAP.com |
82 Tiong Poh Road, #01-21 |
|
|
160082 |
Singapore |
Asia |
https://www.linkedin.com/in/mborsetti/ |
Above Capital is investing in a broad variety of global asset classes and vehicles, including direct investments, individual public equities, fixed-income securities, managed accounts, hedge funds, private equity / venture capital funds, real estate, special purpose acquisition companies, and other alternatives. |
2.010 |
$500M |
research@GAO-CAP.com |
|
http://www.abovecapital.com/ |
Above Capital, a Single Family Office with presence in North America, Europe, and Southeast Asia, investing in a broad variety of global asset classes and vehicles, including direct investments, individual public equities, fixed-income securities, managed accounts, hedge funds, private equity / venture capital funds, real estate, special purpose acquisition companies, and other alternatives. |
SF |
|
| 12 |
AC2 Investimentos |
Pedro |
Carvalhaes |
Manager Operations |
55 (11) 2667-0339 |
|
pedro.cleto@ac2i.com.br |
contato@ac2i.com.br |
Av. Nove de Julho, 4939 - Cj 121, Torre Jardim, Itaim Bibi |
Sao Paulo |
SP |
01407-200 |
Brazil |
South America |
https://www.linkedin.com/in/pedro-cleto-carvalhaes-cfp®-2720a97/ |
Private Equity, Real Estate, Hedge Funds |
2.012 |
|
|
https://www.linkedin.com/company/ac2-investimentos/ |
http://ac2i.com.br/ |
AC2 Investimentos is a multi-family office, responsible for managing the equity of an exclusive group of families, delivering the best investment results, aligned with the unique objectives of each client. We take care of transparency and excellence in the management of our clients' equity, working independently and unrelated to financial institutions, with exemption and precision in the search for the best investment opportunities in the market. |
MF |
|
| 13 |
ACBR Participações e Administração LTDA |
Diogo |
Carvalho Monteiro |
Chief Executive Officer |
55 (31) 3213-5116 |
55 (31) 3213-4550 |
diogo.monteiro82@gmail.com |
|
Av. Bernardo Monteiro, 1563, Parte, Funcionarios |
Belo Horizonte |
MG |
30150-902 |
Brazil |
South America |
|
Private Equity, Venture Capital, Real Estate and Hedge Funds. |
1.991 |
$4.2M |
diogo@bresende.com |
|
|
ACBR is a Single Family Office, whose purpose is to perpetuate family assets. |
SF |
|
| 14 |
Acclivis Investment-AG |
Hartmut |
Beck |
Partner |
49 213 138-6460 |
49 213 194 222 |
hartmut.beck@acclivisinvest.de |
mail@acclivisinvest.de |
Grünstrasse 18 |
Neuss |
|
41460 |
Germany |
Europe |
https://www.linkedin.com/in/hartmutbeck/ |
Asset Management, Hedge Funds, ETF Construction, Fund of Hedge Funds, Structuring, Crisis Management, Credit Derivatives, Treasury Management |
2.016 |
|
|
|
https://www.acclivisinvest.de/ |
Acclivis Investment-AG, a Neuss, Germany-based Single Family Office firm. |
SF |
|
|
Acclivis Investment-AG |
Michael |
Lutz |
Board of Directors |
49 213 138-6460 |
49 213 194 222 |
michael.lutz@acclivisinvest.de |
mail@acclivisinvest.de |
Grünstrasse 18 |
Neuss |
|
41460 |
Germany |
Europe |
https://www.linkedin.com/in/michael-lutz-aba5bb/ |
Asset Management, Hedge Funds, ETF Construction, Fund of Hedge Funds, Structuring, Crisis Management, Credit Derivatives, Treasury Management |
2.016 |
|
|
|
https://www.acclivisinvest.de/ |
Acclivis Investment-AG, a Neuss, Germany-based Single Family Office firm. |
SF |
|
|
Acclivis Investment-AG |
Nicolas |
Grondel |
Managing Director |
49 213 138-6460 |
49 213 194 222 |
nicolas.grondel@acclivisinvest.de |
mail@acclivisinvest.de |
Grünstrasse 18 |
Neuss |
|
41460 |
Germany |
Europe |
https://www.linkedin.com/in/nicolas-grondel-877709124/ |
Asset Management, Hedge Funds, ETF Construction, Fund of Hedge Funds, Structuring, Crisis Management, Credit Derivatives, Treasury Management |
2.016 |
|
|
|
https://www.acclivisinvest.de/ |
Acclivis Investment-AG, a Neuss, Germany-based Single Family Office firm. |
SF |
|
| 15 |
ACE International SA |
Ariane |
Slinger |
Chief Executive Officer |
41 229 098 900 |
41 229 098 939 |
ariane.slinger@ace-international.ch |
info@ace-international.ch |
Place de Saint-Gervais 1 |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/arianeslinger/ |
Real Estate, Private Equity and Hedge Funds |
2.009 |
|
|
https://www.linkedin.com/company/ace-international-sa-advice-&-corporate-engineering/ |
https://www.ace-international.ch/ |
ACE International SA is specialized in Multi Family Office services. |
MF |
Postal Address:
Case Postale 2049
1211 Geneve 1
Switzerland |
|
ACE International SA |
Javier |
Otero |
Vice-President |
41 229 098 900 |
41 229 098 939 |
javier.otero@ace-international.ch |
info@ace-international.ch |
Place de Saint-Gervais 1 |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
|
Real Estate, Private Equity and Hedge Funds |
2.009 |
|
|
https://www.linkedin.com/company/ace-international-sa-advice-&-corporate-engineering/ |
https://www.ace-international.ch/ |
ACE International SA is specialized in Multi Family Office services. |
MF |
Postal Address:
Case Postale 2049
1211 Geneve 1
Switzerland |
| 16 |
Acies Asset Management AG |
Andreas |
Clenow |
Principal, Chief Investment Officer |
41 448 684 111 |
41 448 684 110 |
a.clenow@acies-am.com |
info@acies-am.com |
Lowenstrasse 1 |
Zurich |
|
8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/clenow/ |
Derivatives Trading, Alternative Investments, Structured Products, Private Equity, Real Estate |
1.995 |
$300M |
|
|
https://www.acies-am.com/ |
Acies was founded in Geneva in 1995 as a single family office. With main offices in Zurich, Acies is actively participating in global financial markets. Acies has always had a strong focus on long term absolute return generation. Successfully navigating unchartered markets through bull and bear, requires true diversification. Consequently, Acies is active investors in a broad range of financial areas. For decades, we have been active not only in listed cash markets, but in derivatives trading, alternative investments, structured products, private equity and more. |
SF |
|
|
Acies Asset Management AG |
Thomas |
Hackl |
Chief Executive Officer |
41 448 684 111 |
41 448 684 110 |
t.hackl@acies-am.com |
info@acies-am.com |
Lowenstrasse 1 |
Zurich |
|
8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/thomas-hackl-834a52116/ |
Derivatives Trading, Alternative Investments, Structured Products, Private Equity, Real Estate |
1.995 |
$300M |
|
|
https://www.acies-am.com/ |
Acies was founded in Geneva in 1995 as a single family office. With main offices in Zurich, Acies is actively participating in global financial markets. Acies has always had a strong focus on long term absolute return generation. Successfully navigating unchartered markets through bull and bear, requires true diversification. Consequently, Acies is active investors in a broad range of financial areas. For decades, we have been active not only in listed cash markets, but in derivatives trading, alternative investments, structured products, private equity and more. |
SF |
|
| 17 |
Acropolis Capital |
Cameron |
Chartouni |
Chief Executive Officer |
44 207 493-5975 |
44 207 493-5977 |
cameron@acropolis-capital.com |
info@acropolis-capital.com |
100 Wigmore Street |
London |
|
W1U 3RN |
United Kingdom |
Europe |
https://www.linkedin.com/in/cameron-chartouni-4b73502/ |
Real Estate, Public Markets, Hedge Funds, Private Equity, Alternative Investments |
1.975 |
£100M |
|
|
https://www.linkedin.com/company/acropolis-capital/ |
Acropolis Capital, a private family investment office with a long and successful record of deploying our own capital both independently and in partnership with like-minded entrepreneurs and management teams around the world. Acropolis Capital, a London-based family office that manages the assets of a single family. |
SF |
|
|
Acropolis Capital |
Vinod |
Vaghadia |
Finance Director |
44 207 493-5975 |
44 207 493-5977 |
vinod@acropolis-capital.com |
info@acropolis-capital.com |
100 Wigmore Street |
London |
|
W1U 3RN |
United Kingdom |
Europe |
https://www.linkedin.com/in/vinodvaghadia/ |
Real Estate, Public Markets, Hedge Funds, Private Equity, Alternative Investments |
1.975 |
£100M |
|
|
https://www.linkedin.com/company/acropolis-capital/ |
Acropolis Capital, a private family investment office with a long and successful record of deploying our own capital both independently and in partnership with like-minded entrepreneurs and management teams around the world. Acropolis Capital, a London-based family office that manages the assets of a single family. |
SF |
|
| 18 |
Addwise Wealth Management |
Agustín |
Mela |
Partner, Executive Director |
562 2 361 4400 |
562 2 331 3340 |
agustin.hernandez@addwise.cl |
operaciones@addwise.cl |
Rosario Norte 615, oficina 1803, Las Condes |
Santiago |
|
|
Chile |
South America |
https://www.linkedin.com/in/jose-agustin-hernandez-mela-48976532/ |
Alternative Investments |
2.007 |
|
|
https://www.linkedin.com/company/addwise/ |
https://addwise.cl/ |
Addwise was the first multi family office in Chile and remains among the main offices in the field. |
MF |
|
|
Addwise Wealth Management |
Alberto |
Soler |
Partner, Executive Director |
562 2 361 4400 |
562 2 331 3340 |
alberto.sarra@addwise.cl |
operaciones@addwise.cl |
Rosario Norte 615, oficina 1803, Las Condes |
Santiago |
|
|
Chile |
South America |
https://www.linkedin.com/in/alberto-salvador-sarra-soler-abaa6a33/ |
Alternative Investments |
2.007 |
|
|
https://www.linkedin.com/company/addwise/ |
https://addwise.cl/ |
Addwise was the first multi family office in Chile and remains among the main offices in the field. |
MF |
|
|
Addwise Wealth Management |
Mauricio |
Vega |
Partner, Executive President |
562 2 361 4400 |
562 2 331 3340 |
mauricio.lopez@addwise.cl |
operaciones@addwise.cl |
Rosario Norte 615, oficina 1803, Las Condes |
Santiago |
|
|
Chile |
South America |
|
Alternative Investments |
2.007 |
|
|
https://www.linkedin.com/company/addwise/ |
https://addwise.cl/ |
Addwise was the first multi family office in Chile and remains among the main offices in the field. |
MF |
|
| 19 |
Adi Dassler International Family Office LLC |
Allen |
Johnson |
Founder, Director of Wealth Management |
(242) 601-4811 |
|
a.johnson@adifo.net |
|
888 Brickell Key Drive |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/allen-johnson-2573821b5/ |
Real Estate, Private Equity, Venture Capital, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ |
https://adifo.net/ |
ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. |
MF |
|
|
Adi Dassler International Family Office LLC |
Kim |
Martin |
Partner |
(242) 601-4811 |
|
k.martin@adifo.net |
|
888 Brickell Key Drive |
Miami |
FL |
33131 |
United States of America |
North America |
|
Real Estate, Private Equity, Venture Capital, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ |
https://adifo.net/ |
ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. |
MF |
|
|
Adi Dassler International Family Office LLC |
Julian |
Bradham |
Chief Executive Officer |
(242) 601-4811 |
|
j.bradham@adifo.net |
|
888 Brickell Key Drive |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/julian-bradham-49a9a96/ |
Real Estate, Private Equity, Venture Capital, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ |
https://adifo.net/ |
ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. |
MF |
|
|
Adi Dassler International Family Office LLC |
Brad |
Bradham |
Chief Executive Officer |
(242) 601-4811 |
|
j.bradham@adifo.net |
|
1990 Main Street, Suite 750 |
Sarasota |
FL |
34236 |
United States of America |
North America |
https://www.linkedin.com/in/julian-bradham-49a9a96/ |
Real Estate, Private Equity, Venture Capital, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ |
https://adifo.net/ |
ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. |
MF |
|
|
Adi Dassler International Family Office LLC |
Michael |
Dolberg |
Partner |
(242) 601-4811 |
|
michael.dolberg@apollonwealth.com |
|
1990 Main Street, Suite 750 |
Sarasota |
FL |
34236 |
United States of America |
North America |
https://www.linkedin.com/in/michaeldolberg/ |
Real Estate, Private Equity, Venture Capital, Hedge Funds |
2.015 |
|
info@apollonwealth.com |
https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ |
https://adifo.net/ |
ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. |
MF |
|
|
Adi Dassler International Family Office LLC |
Josh |
Renda |
Senior Family Office Advisor |
(242) 601-4811 |
|
j.renda@adifo.net |
|
1990 Main Street, Suite 750 |
Sarasota |
FL |
34236 |
United States of America |
North America |
https://www.linkedin.com/in/josh-renda-cfp®-cpwa®-40779a/ |
Real Estate, Private Equity, Venture Capital, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ |
https://adifo.net/ |
ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. |
MF |
|
| 20 |
Admodum Investment Holdings, LLC |
Steve |
Schmidt |
Partner |
Direct: (312) 380-5282 |
|
sschmidt@ai-resource.com |
|
333 South Wabash, 27th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/steve-schmidt-21106511/ |
Healthcare Real Estate, Healthcare, Real Estate |
|
|
|
https://www.ai-resource.com/ |
https://admoduminvestments.com/ |
Admodum Investment Holdings (AIH) is a private equity holding company that is focused on investing and helping to grow emerging companies and sponsors. AIH invests in alternative asset classes such as hedge funds, private equity, real estate, specialty finance and debt transactions. Depending on the circumstances, AIH may participate in an opportunity as a direct sponsor, co-sponsor, independent sponsor, or financing partner. See below, our current portfolio of companies. |
PERE |
|
|
Admodum Investment Holdings, LLC |
Richard |
Beleutz |
Partner |
Direct: (773) 230-2759 |
|
rbeleutz@ai-resource.com |
|
333 South Wabash, 27th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/richardbeleutz/ |
Healthcare Real Estate, Healthcare, Real Estate |
|
|
rbeleutz@airassetmanagement.com |
https://www.ai-resource.com/
https://airassetmanagement.com/ |
https://admoduminvestments.com/ |
Admodum Investment Holdings (AIH) is a private equity holding company that is focused on investing and helping to grow emerging companies and sponsors. AIH invests in alternative asset classes such as hedge funds, private equity, real estate, specialty finance and debt transactions. Depending on the circumstances, AIH may participate in an opportunity as a direct sponsor, co-sponsor, independent sponsor, or financing partner. See below, our current portfolio of companies. |
PERE |
|
|
Admodum Investment Holdings, LLC |
Steve |
Schmidt |
Partner |
Direct: (312) 380-5282, (312) 952-1920 |
|
sschmidt@ai-resource.com |
|
333 South Wabash, 27th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/steve-schmidt-21106511/ |
Healthcare Real Estate, Healthcare, Real Estate |
|
|
|
https://www.ai-resource.com/ |
https://admoduminvestments.com/ |
Admodum Investment Holdings (AIH) is a private equity holding company that is focused on investing and helping to grow emerging companies and sponsors. AIH invests in alternative asset classes such as hedge funds, private equity, real estate, specialty finance and debt transactions. Depending on the circumstances, AIH may participate in an opportunity as a direct sponsor, co-sponsor, independent sponsor, or financing partner. See below, our current portfolio of companies. |
PERE |
|
|
Admodum Investment Holdings, LLC |
Richard |
Beleutz |
Partner |
Direct: (773) 230-2759 |
|
rbeleutz@ai-resource.com |
|
333 South Wabash, 27th Floor |
Chicago |
IL |
60604 |
United States of America |
North America |
https://www.linkedin.com/in/richardbeleutz/ |
Healthcare Real Estate, Healthcare, Real Estate |
|
|
rbeleutz@airassetmanagement.com |
https://www.ai-resource.com/
https://airassetmanagement.com/ |
https://admoduminvestments.com/ |
Admodum Investment Holdings (AIH) is a private equity holding company that is focused on investing and helping to grow emerging companies and sponsors. AIH invests in alternative asset classes such as hedge funds, private equity, real estate, specialty finance and debt transactions. Depending on the circumstances, AIH may participate in an opportunity as a direct sponsor, co-sponsor, independent sponsor, or financing partner. See below, our current portfolio of companies. |
PERE |
|
| 21 |
Aetos Capital, L.P. |
Anne |
Casscells |
Co-Founder & Co-President, Chief Investment Officer |
Direct: (650) 234-1860 |
|
acasscells@aetoscapital.com |
hedgefunds@aetoscapital.com |
2180 Sand Hill Road |
Menlo Park |
CA |
94025 |
United States of America |
North America |
https://www.linkedin.com/in/anne-casscells-3890aa9/ |
Real Estate |
2.001 |
$2.2B |
|
|
http://www.aetoscapital.com/ |
Aetos has provided customized hedge fund solutions to institutional investors since 2001. These solutions have ranged from diversified multi-manager portfolios to more idiosyncratic co-investments to advice on direct hedge fund investments. Our investment professionals bring deep experience across a broad range of investment strategies including hedge funds, public and private equity, credit and real estate. As dedicated fiduciaries, we combine top-down macroeconomic and market research with a disciplined approach to asset allocation, manager selection, and portfolio construction that emphasizes comprehensive risk management. |
PERE |
|
|
Aetos Capital, L.P. |
Joseph |
McDonald |
Managing Director & Operational Due Diligence |
Direct: (973) 655-0146 |
|
jmcdonald@aetoscapital.com |
hedgefunds@aetoscapital.com |
2180 Sand Hill Road |
Menlo Park |
CA |
94025 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-mcdonald-8a027b8/ |
Real Estate |
2.001 |
$2.2B |
|
|
http://www.aetoscapital.com/ |
Aetos has provided customized hedge fund solutions to institutional investors since 2001. These solutions have ranged from diversified multi-manager portfolios to more idiosyncratic co-investments to advice on direct hedge fund investments. Our investment professionals bring deep experience across a broad range of investment strategies including hedge funds, public and private equity, credit and real estate. As dedicated fiduciaries, we combine top-down macroeconomic and market research with a disciplined approach to asset allocation, manager selection, and portfolio construction that emphasizes comprehensive risk management. |
PERE |
|
| 22 |
AFS, LLC |
Sallie |
Klein |
Partner |
Office: (970) 925-3388, Mobile: (970) 319-7465 |
(970) 925-8813 |
sallie@aspenfsllc.com |
sallie@aspenfsllc.com |
420 E. Main Street, Suite 240 |
Aspen |
CO |
81611 |
United States of America |
North America |
https://www.linkedin.com/in/sallie-klein-502b35b/ |
Alternative Investments, IT, Real Estate |
2.011 |
$50M |
|
|
http://aspenfsllc.com/ |
AFS is a multi-family office that provides confidential, secure, and personalized financial services to individuals, families and businesses. With deep and long ties in the Roaring Fork Valley and Colorado, our team consists of trusted financial professionals who organize and simplify your finances in your otherwise complicated life. Our team brings a highly experienced perspective from our backgrounds in the broad financial services sector. We use our expertise to provide you with concise, relevant information to enable you to better manage your assets and achieve your financial goals. |
MF |
|
| 23 |
AG Asset Advisory Family Office |
Anthony |
Glomski |
Principal & Founder |
(310) 907-9220 |
|
aglomski@agassetadvisory.com |
info@agassetadvisory.com |
10100 Santa Monica Blvd., Suite 300 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/anthonyglomski/ |
Private Equity, Venture Capital, Funds, Hedge Funds, Liquidity, Technology, Financial Technology, FinTech |
2.010 |
$450M |
|
https://www.linkedin.com/company/ag-asset-advisory/ |
https://agassetadvisory.com/ |
AG Asset Advisory is an SEC-registered Family Office that designs bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want.
Our team works extensively with these entrepreneurs to build family offices and optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals.
A defining characteristic of the entrepreneurs we work with is the complexity in their lives and their desire to address this complexity effectively. This is the critical issue that inspired our venture to solve that problem. |
MF |
|
|
AG Asset Advisory Family Office |
Brian |
Thomas |
Chief Investment Officer |
(310) 907-9220 |
|
bthomas@agassetadvisory.com |
info@agassetadvisory.com |
10100 Santa Monica Blvd., Suite 300 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/brian-thomas-cfa-29045121/ |
Private Equity, Venture Capital, Funds, Hedge Funds, Liquidity, Technology, Financial Technology, FinTech |
2.010 |
$450M |
|
https://www.linkedin.com/company/ag-asset-advisory/ |
https://agassetadvisory.com/ |
AG Asset Advisory is an SEC-registered Family Office that designs bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want.
Our team works extensively with these entrepreneurs to build family offices and optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals.
A defining characteristic of the entrepreneurs we work with is the complexity in their lives and their desire to address this complexity effectively. This is the critical issue that inspired our venture to solve that problem. |
MF |
|
|
AG Asset Advisory Family Office |
Mary |
Gregory |
Executive Assistant |
(310) 907-9220 |
|
mgregory@agassetadvisory.com |
info@agassetadvisory.com |
10100 Santa Monica Blvd., Suite 300 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
|
Private Equity, Venture Capital, Funds, Hedge Funds, Liquidity, Technology, Financial Technology, FinTech |
2.010 |
$450M |
|
https://www.linkedin.com/company/ag-asset-advisory/ |
https://agassetadvisory.com/ |
AG Asset Advisory is an SEC-registered Family Office that designs bespoke wealth planning strategies and customized solutions for highly successful entrepreneurs that avoid missing potential opportunities and achieve the outcomes you want.
Our team works extensively with these entrepreneurs to build family offices and optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals.
A defining characteristic of the entrepreneurs we work with is the complexity in their lives and their desire to address this complexity effectively. This is the critical issue that inspired our venture to solve that problem. |
MF |
|
| 24 |
Al Siraj Holdings LLC |
Al Siraj |
|
Executive Chairman |
968 24 600 206 |
968 24 600 208 |
|
info@alsirajholdings.com |
P.O. Box 72 |
Azaiba |
|
130 |
Sultanate of Oman |
Asia |
|
Global Public Equities, Private Equities, Real Estate, Commodities, FX , Hedge Funds, Construction & Related Services, Building Management Systems, Travel & Tourisim, Education, Information Technology Services, Energy, Real Estate & Logistics, Manufacturing |
|
|
|
|
http://www.alsirajholdings.com/ |
Al Siraj Holdings Company is a single family office firmn for Al Sira. The story of Al Siraj perfectly aligns with the growth of Oman under its visionary leader His Majesty Sultan Qaboos bin Said. During the last three decades of its operations, it has been instrumental in helping build and develop Oman’s infrastructure in many key sectors of the economy and has established over 46 successful business entities in industries as diverse as construction, oil extraction and education. Al Siraj Holdings Company is committed to continue to implement the vision of its founder with dedication, honesty, Integrity and determination. Join us in helping achieve a bright future for business and growth for the people of the Sultanate of Oman. |
SF |
|
| 25 |
ALENA SA/NV |
Benoit |
Delahaut |
Financial Analyst |
32 10 232 430 |
32 10 232 449 |
benoit.delahaut@alena.be |
info@alena.be |
Parc des Collines Avenue Pasteur 23 |
Wavre |
|
1300 |
Belgium |
Europe |
https://www.linkedin.com/in/benoitdelahaut/ |
Private Equity and Hedge Funds |
1.999 |
€200M |
|
https://www.linkedin.com/company/alenafinacialservices/ |
https://alena.be/ |
ALENA is a well-established Multi-Family Office in the heart of Europe offering a tailor-made portfolio management and investment advice to a restricted number of clients. |
MF |
|
|
ALENA SA/NV |
Li Min |
Choi |
Sr. Financial Analyst |
32 10 232 444 |
32 10 232 449 |
li.min.choi@alena.be |
info@alena.be |
Parc des Collines Avenue Pasteur 23 |
Wavre |
|
1300 |
Belgium |
Europe |
https://www.linkedin.com/in/li-min-choi-972245bb/ |
Private Equity and Hedge Funds |
1.999 |
€200M |
|
https://www.linkedin.com/company/alenafinacialservices/ |
https://alena.be/ |
ALENA is a well-established Multi-Family Office in the heart of Europe offering a tailor-made portfolio management and investment advice to a restricted number of clients. |
MF |
|
| 26 |
Alexstrasza Holdings |
Clarence |
Chew |
Chief Executive Officer |
|
|
clarence.chew@qcg.com.sg |
|
20 Collyer Quay, #23-01 |
Singapore |
|
049319 |
Singapore |
Asia |
https://www.linkedin.com/in/cchew1337/ |
Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare |
2.018 |
|
cc@alxza.com |
https://qcg.com.sg/ |
https://www.alxza.com/ |
Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. |
MF |
|
|
Alexstrasza Holdings |
Chew |
Suok Kai |
Chief Investment Officer |
Direct: 65 6325 9082 |
|
chew_suok_kai@moh.gov.sg |
|
20 Collyer Quay, #23-01 |
Singapore |
|
049319 |
Singapore |
Asia |
https://www.linkedin.com/in/dr-sk-chew-35889578/ |
Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare |
2.018 |
|
|
https://sph.nus.edu.sg/faculty-directory/chew-suok-kai/ |
https://www.alxza.com/ |
Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. |
MF |
|
|
Alexstrasza Holdings |
Maarten |
Hemmes |
FO Adviser |
|
|
maarten@carpal.me |
|
20 Collyer Quay, #23-01 |
Singapore |
|
049319 |
Singapore |
Asia |
https://www.linkedin.com/in/maartenhemmes/ |
Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare |
2.018 |
|
info@hhinvestments.vc |
https://carpalfleet.com/ |
https://www.alxza.com/ |
Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. |
MF |
|
|
Alexstrasza Holdings |
Clarence |
Chew |
Director |
|
|
clarence.chew@qcg.com.sg |
|
20 Collyer Quay #23-01 |
Singapore |
|
049319 |
Singapore |
Asia |
https://www.linkedin.com/in/cchew1337/ |
Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare |
2.018 |
|
info@qcg.com.sg |
https://qcg.com.sg/ |
https://www.alxza.com/ |
Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. |
MF |
|
|
Alexstrasza Holdings |
Sophie |
Khau |
Co-Founder |
|
|
sophie.khau@qcg.com.sg |
|
20 Collyer Quay #23-01 |
Singapore |
|
049319 |
Singapore |
Asia |
https://www.linkedin.com/in/sophie-khau-5292756/ |
Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare |
2.018 |
|
|
https://qcg.com.sg/ |
https://www.alxza.com/ |
Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. |
MF |
|
| 27 |
Allina Family Office |
Michael |
Allina |
Non-Executive Chairman |
41 227 324 722 |
41 225 948 146 |
michael@allina.ch |
info@allina.ch |
Chemin Jean-Baptiste Vandelle 3a |
Versoix |
|
1290 |
Switzerland |
Europe |
|
Hedge Funds, Alternative Investments |
2.012 |
€100M |
|
https://www.linkedin.com/company/allina-family-office-s-rl/ |
http://www.allina.ch/ |
Allina Family Office (AFO) is an international family boutique based in Geneva, Switzerland. Calling ourselves a family office, our definition of it is the provision of international, multi-generational family’s central mind, management and control using proactive strategic and administration oversight. Our clients request us to act as a hub that organizes the family and business interests and assist in the long-term maintenance of its prosperity (wealth). |
MF |
|
|
Allina Family Office |
Thomas |
Allina |
Managing Director |
41 227 324 722 |
41 792 741 111 |
thomas@allina.ch |
info@allina.ch |
Chemin Jean-Baptiste Vandelle 3a |
Versoix |
|
1290 |
Switzerland |
Europe |
https://www.linkedin.com/in/thomasallina/ |
Hedge Funds, Alternative Investments |
2.012 |
€100M |
|
https://www.linkedin.com/company/allina-family-office-s-rl/ |
http://www.allina.ch/ |
Allina Family Office (AFO) is an international family boutique based in Geneva, Switzerland. Calling ourselves a family office, our definition of it is the provision of international, multi-generational family’s central mind, management and control using proactive strategic and administration oversight. Our clients request us to act as a hub that organizes the family and business interests and assist in the long-term maintenance of its prosperity (wealth). |
MF |
|
| 28 |
Allium Financial Advisors |
Jamie |
McCreary |
COO, Senior Wealth Advisor |
(877) 487-6860 |
(877) 487-6860 |
jamie@alliumfinancial.com |
info@alliumfinancial.com |
310 N. State Street, Suite 208 |
Lake Oswego |
OR |
97034 |
United States of America |
North America |
https://www.linkedin.com/in/jamie-mccreary-cfp®-53a05223/ |
Alternative Investments |
2.016 |
$1B |
|
|
https://alliumfinancial.com/ |
Allium Financial Advisors was founded on the growing need for an independent, integrated approach to private wealth management. We are a multi-family office serving a diverse range of families, each with a custom set of needs. Family foundations and non-profit organizations also benefit from our custom service approach. |
MF |
|
|
Allium Financial Advisors |
Pradeep |
Tempalli |
CFO, Senior Wealth Advisor |
(877) 487-6860 |
(877) 487-6860 |
pradeep@alliumfinancial.com |
info@alliumfinancial.com |
310 N. State Street, Suite 208 |
Lake Oswego |
OR |
97034 |
United States of America |
North America |
https://www.linkedin.com/in/pradeep-tempalli-cfa-cfp®-254a591a/ |
Alternative Investments |
2.016 |
$1B |
|
|
https://alliumfinancial.com/ |
Allium Financial Advisors was founded on the growing need for an independent, integrated approach to private wealth management. We are a multi-family office serving a diverse range of families, each with a custom set of needs. Family foundations and non-profit organizations also benefit from our custom service approach. |
MF |
|
|
Allium Financial Advisors |
Sheree |
Arntson |
CEO, CIO, Senior Investment Advisor |
(877) 487-6860 |
(877) 487-6860 |
sheree@alliumfinancial.com |
info@alliumfinancial.com |
310 N. State Street, Suite 208 |
Lake Oswego |
OR |
97034 |
United States of America |
North America |
https://www.linkedin.com/in/sheree-a-912707113/ |
Alternative Investments |
2.016 |
$1B |
|
|
https://alliumfinancial.com/ |
Allium Financial Advisors was founded on the growing need for an independent, integrated approach to private wealth management. We are a multi-family office serving a diverse range of families, each with a custom set of needs. Family foundations and non-profit organizations also benefit from our custom service approach. |
MF |
|
| 29 |
Alpha Capital Research, LLC |
Richard |
Rego |
Chief Investment Officer |
(860) 269-6599 |
(860) 659-4345 |
rrego@alphacap.net |
|
701 Hebron Avenue, 3rd Floor |
Glastonbury |
CT |
06033 |
United States of America |
North America |
https://www.linkedin.com/in/richard-rego-0353771/ |
|
|
$330M |
|
|
http://www.alphacap.net/ |
ACR, founded in 1997, is a SEC registered boutique investment advisory firm focused on alternative investments, particularly hedge funds and commodities. ACR provides alternative investment advisory services including alternative investment education, portfolio construction, quantitative and qualitative analysis, manager selection, monitoring and reporting. ACR advisory services can be of value to new or existing investors in the alternative investment arena, whether they are family offices, institutional investors, endowments, foundations or pension funds. |
Fund-of-Fund |
|
|
Alpha Capital Research, LLC |
Scott |
Brody |
Partner |
(301) 339-6081 |
(860) 659-4345 |
sbrody@alphacap.net |
|
701 Hebron Avenue, 3rd Floor |
Glastonbury |
CT |
06033 |
United States of America |
North America |
https://www.linkedin.com/in/scott-brody-2293ab2/ |
|
|
$330M |
scott.brody@belr.com |
|
http://www.alphacap.net/ |
ACR, founded in 1997, is a SEC registered boutique investment advisory firm focused on alternative investments, particularly hedge funds and commodities. ACR provides alternative investment advisory services including alternative investment education, portfolio construction, quantitative and qualitative analysis, manager selection, monitoring and reporting. ACR advisory services can be of value to new or existing investors in the alternative investment arena, whether they are family offices, institutional investors, endowments, foundations or pension funds. |
Fund-of-Fund |
|
|
Alpha Capital Research, LLC |
Jim |
Moonier |
Owner |
(808) 381-0642 |
|
jmoonier@alphacap.net |
info@alphacapital.com |
354 Uluniu St., Suite 310, Honolulu County |
Kailua |
HI |
96734-2532 |
United States of America |
North America |
https://www.linkedin.com/in/jim-moonier-6a68449/ |
Private Equity, Alternative Investments, Hedge Funds, Commodities, Stocks, Bonds, ETF Products |
1.997 |
$330M |
|
http://www.alphacap.net/ |
https://www.alphacapital.com/ |
Founded in 1984 as a private equity firm, Alpha Capital Partners is now a family office making direct private equity investments, managing an internal hedge fund, and, on a limited basis, investing in US real estate. An affiliate of the firm, NM Group Global, is a holding company making strategic investments in US-based manufacturing firms. |
SF |
|
|
Alpha Capital Research, LLC |
Scott |
Brody |
Partner |
(860) 659-2363 |
(860) 659-4345 |
scott.brody@belr.com |
info@alphacapital.com |
701 Hebron Avenue, 3rd Floor |
Glastonbury |
CT |
06033 |
United States of America |
North America |
https://www.linkedin.com/in/scott-brody-2293ab2/ |
Private Equity, Alternative Investments, Hedge Funds, Commodities, Stocks, Bonds, ETF Products |
1.997 |
$330M |
|
http://www.alphacap.net/ |
https://www.alphacapital.com/ |
Founded in 1984 as a private equity firm, Alpha Capital Partners is now a family office making direct private equity investments, managing an internal hedge fund, and, on a limited basis, investing in US real estate. An affiliate of the firm, NM Group Global, is a holding company making strategic investments in US-based manufacturing firms. |
SF |
|
|
Alpha Capital Research, LLC |
Richard |
Rego |
Chief Investment Officer |
(860) 659-2363 |
(860) 659-4345 |
rrego@alphacap.net |
info@alphacapital.com |
701 Hebron Avenue, 3rd Floor |
Glastonbury |
CT |
06033 |
United States of America |
North America |
https://www.linkedin.com/in/richard-rego-0353771/ |
Private Equity, Alternative Investments, Hedge Funds, Commodities, Stocks, Bonds, ETF Products |
1.997 |
$330M |
|
http://www.alphacap.net/ |
https://www.alphacapital.com/ |
Founded in 1984 as a private equity firm, Alpha Capital Partners is now a family office making direct private equity investments, managing an internal hedge fund, and, on a limited basis, investing in US real estate. An affiliate of the firm, NM Group Global, is a holding company making strategic investments in US-based manufacturing firms. |
SF |
|
| 30 |
AlphaBee Invest SA |
David |
Arnaud |
Managing Director |
41 223 015 287 |
|
da@alphabee.fund |
|
avenue de Beau-Séjour, 8bis |
Geneva |
|
CH-1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/davidarnaudgeneve/ |
Hedge Funds, Fund-of-Hedge Funds, Fund-of-Funds, Alternative Investments, Private Equity, Commecial Companies, both Liquid Assets, Listed Equities, Fixed Income Investments, Funds, Illiquid Assets, Venture Capital, Real Estate |
2.016 |
|
|
https://www.alphabee.fund/ |
https://www.linkedin.com/company/alphabee-asset-management/ |
AlphaBee Invest SA is an independent family and private investment office dedicated to finding global solutions and offering bespoke services for families’ unique needs. Team members have proven experience in structuring family capital and advising on the wealth of complex family groups. |
SF |
|
|
AlphaBee Invest SA |
Frederic |
Guibaud |
Associate |
41 223 015 287 |
|
fg@alphabee.fund |
|
avenue de Beau-Séjour, 8bis |
Geneva |
|
CH-1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/fredericguibaud/ |
Hedge Funds, Fund-of-Hedge Funds, Fund-of-Funds, Alternative Investments, Private Equity, Commecial Companies, both Liquid Assets, Listed Equities, Fixed Income Investments, Funds, Illiquid Assets, Venture Capital, Real Estate |
2.016 |
|
|
https://www.alphabee.fund/ |
https://www.linkedin.com/company/alphabee-asset-management/ |
AlphaBee Invest SA is an independent family and private investment office dedicated to finding global solutions and offering bespoke services for families’ unique needs. Team members have proven experience in structuring family capital and advising on the wealth of complex family groups. |
SF |
|
|
AlphaBee Invest SA |
Christophe |
Jallet |
Quant Analyst |
41 223 015 287 |
|
cj@alphabee.fund |
|
avenue de Beau-Séjour, 8bis |
Geneva |
|
CH-1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/christophe-jallet-6005a329/ |
Hedge Funds, Fund-of-Hedge Funds, Fund-of-Funds, Alternative Investments, Private Equity, Commecial Companies, both Liquid Assets, Listed Equities, Fixed Income Investments, Funds, Illiquid Assets, Venture Capital, Real Estate |
2.016 |
|
|
https://www.alphabee.fund/ |
https://www.linkedin.com/company/alphabee-asset-management/ |
AlphaBee Invest SA is an independent family and private investment office dedicated to finding global solutions and offering bespoke services for families’ unique needs. Team members have proven experience in structuring family capital and advising on the wealth of complex family groups. |
SF |
|
| 31 |
Alphane Capital Limited |
Christina |
Aguilar |
Founder |
|
|
|
info@alphanecapital.com |
8th Floor, 71 Queen Victoria Street |
London |
|
EC4V 4AY |
United Kingdom |
Europe |
https://www.linkedin.com/in/christina-aguilar-1b58488a/ |
Equities, Foreign Exchange, Alternative Investments, Hedge Fund |
2.018 |
|
|
https://www.linkedin.com/in/benoitgille/ |
https://alphanecapital.com/ |
Alphane Capital, a NextGen Single Family Office. They invest accross all asset classes with focus in Equities and Foreign Exchange applying ever evolving quantitative and systematic strategies with the next generation mindset to deliver quality.
Through research across different scientific fields such as Mathematics, Statistics, Physics and Machine Learning among others, we apply engineering technics to implement optimal proprietary models to investing.
Over a decade expertise investing through different market cycles as a S.F.O. the alignment of interest is clear.
Imbedded in every decision. Discretionary and/or model construction. We use our proprietary system for top down disciplined monitoring.
Environmental, social and corporate governance. Being the Next Gen it is anchored in our DNA and with today’s global concerns we have naturally integrated sustainable and impact investing in our core philosophy and models. |
SF |
|
| 32 |
Alpine Atlantic Global Asset Management AG |
Daniel |
Zurbruegg |
Founder & Managing Partner |
41 442 002 310 |
41 442 002 309 |
daniel.zurbruegg@alpineatlantic.com |
info@alpineatlantic.com |
Usteristrasse 19 |
Zurich |
|
CH-8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/daniel-zurbruegg-cfa-86757114/ |
Alternative Investments, Private Equity |
2.008 |
$101M |
|
https://bfiinfinityonline.com/ |
https://alpineatlantic.com/ |
Alpine Atlantic Global Asset Management AG is an independent Swiss wealth management boutique providing personalized wealth protection and global investment solutions for individual private clients and families. We are taking a holistic approach to wealth management and operating like a multi-family office, always providing tailor made investment and banking solutions for our clients. |
MF |
BFI Infinity Inc.
Bergstrasse 21
Zurich 8044
Switzerland |
| 33 |
ALPS Advisory (HK) Limited |
Vincent |
Au |
Managing Director |
852 2877-3328 |
852 2845-9272 |
vau@alpshk.com |
alps@alpshk.com |
15th Flr, The Wellington, 198 Wellington Street |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/vincentaucfa/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds |
2.009 |
|
|
https://www.linkedin.com/company/alps-advisory/ |
https://alpshk.com/ |
ALPS Advisory, a multi-family office, with office in Hong Kong, we are an independent wealth advisory firm that leverages our experience and extensive relationships in the banking and investment sectors to meet the long term customized needs of private investors, families, and family foundations. |
MF |
|
|
ALPS Advisory (HK) Limited |
Audrey |
Lo |
Chairman |
852 2877-3328 |
852 2845-9272 |
alo@alpshk.com |
alps@alpshk.com |
15th Flr, The Wellington, 198 Wellington Street |
Central |
|
|
Hong Kong |
Asia |
|
Private Equity, Real Estate, Venture Capital, Hedge Funds |
2.009 |
|
|
https://www.linkedin.com/company/alps-advisory/ |
https://alpshk.com/ |
ALPS Advisory, a multi-family office, with office in Hong Kong, we are an independent wealth advisory firm that leverages our experience and extensive relationships in the banking and investment sectors to meet the long term customized needs of private investors, families, and family foundations. |
MF |
|
| 34 |
Althéo Partners |
Olivier |
Roux de Bézieux |
Family Officer |
33 153 530 201 |
|
o.bezieux@altheopartners.com |
investissements@altheopartners.com |
69, Rue La Boétie |
Paris |
|
F-75008 |
France |
Europe |
https://www.linkedin.com/in/olivierrouxdebezieux/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
|
|
contact@altheopartners.com |
https://www.linkedin.com/company/altheo-partners/ |
https://www.altheopartners.com/ |
Althéo Partners is an independent multi-family office, whose capital is held exclusively by its partners. Based in Paris and soon in Brussels, the team watches over the interests of families (entrepreneurs, heiresses and artists, etc.) that it provides comprehensive support on financial, legal and tax issues.
Intervening in all asset classes and regardless of the country of residence of its clients, the complementarity and experience of the team contribute to the notoriety of Altheo Partners among entrepreneurial families and heirs. The commitment of Altheo Partners alongside its clients allows the creation of a relationship based on trust and strong agility in the solutions to be provided to them in a sustainable manner. |
MF |
|
|
Althéo Partners |
Clement |
Jorez |
Partner - Family Officer |
Office: 33 142 891 339, Direct: 33 142 891 336, Mobile: 33 662 853 446 |
|
c.jorez@altheopartners.com |
investissements@altheopartners.com |
69, Rue La Boétie |
Paris |
|
F-75008 |
France |
Europe |
https://www.linkedin.com/in/clement-jorez-ba3a582a/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
|
|
|
https://www.linkedin.com/company/altheo-partners/ |
https://www.altheopartners.com/ |
Althéo Partners is an independent multi-family office, whose capital is held exclusively by its partners. Based in Paris and soon in Brussels, the team watches over the interests of families (entrepreneurs, heiresses and artists, etc.) that it provides comprehensive support on financial, legal and tax issues.
Intervening in all asset classes and regardless of the country of residence of its clients, the complementarity and experience of the team contribute to the notoriety of Altheo Partners among entrepreneurial families and heirs. The commitment of Altheo Partners alongside its clients allows the creation of a relationship based on trust and strong agility in the solutions to be provided to them in a sustainable manner. |
MF |
|
|
Althéo Partners |
Alexandre |
Boissarie |
Family Officer - Managing Partner |
33 142 891 339 |
|
a.boissarie@altheopartners.com |
investissements@altheopartners.com |
69, Rue La Boétie |
Paris |
|
F-75008 |
France |
Europe |
https://www.linkedin.com/in/alexandre-boissarie-1470409/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
|
|
|
https://www.linkedin.com/company/altheo-partners/ |
https://www.altheopartners.com/ |
Althéo Partners is an independent multi-family office, whose capital is held exclusively by its partners. Based in Paris and soon in Brussels, the team watches over the interests of families (entrepreneurs, heiresses and artists, etc.) that it provides comprehensive support on financial, legal and tax issues.
Intervening in all asset classes and regardless of the country of residence of its clients, the complementarity and experience of the team contribute to the notoriety of Altheo Partners among entrepreneurial families and heirs. The commitment of Altheo Partners alongside its clients allows the creation of a relationship based on trust and strong agility in the solutions to be provided to them in a sustainable manner. |
MF |
|
| 35 |
Altman Advisors |
Benjamin |
Altman |
CEO & Chief Investment Officer |
Office: (312) 759-7801 |
|
ben.altman@altmanadvisors.com |
info@altmanadvisors.com |
233 S. Wacker Drive, Suite 9750 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/benjaminaltman/ |
Real Estate, Alternative Investments |
1.977 |
$250M |
|
https://www.linkedin.com/company/altman-advisors/ |
https://www.altmanadvisors.com/ |
Altman Advisors is a multi-family office providing comprehensive planning and portfolio management services to high-net-worth clientele, and traces its history of serving clients back over 40 years. |
MF |
|
|
Altman Advisors |
Sheldon |
Altman |
Chairman |
Direct: (312) 759-7802 |
|
sheldon.altman@altmanadvisors.com |
info@altmanadvisors.com |
233 S. Wacker Drive, Suite 9750 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/sheldon-altman-87060110/ |
Real Estate, Alternative Investments |
1.977 |
$250M |
|
https://www.linkedin.com/company/altman-advisors/ |
https://www.altmanadvisors.com/ |
Altman Advisors is a multi-family office providing comprehensive planning and portfolio management services to high-net-worth clientele, and traces its history of serving clients back over 40 years. |
MF |
|
| 36 |
AltoCumulus Asset Management |
Mattias |
Karlkjell |
CEO & CIO |
46 855 423 240 |
|
anna.lundblad@axeljohnson.se |
contact@altocumulus.com |
Kungstensgatan 18, 5th Floor |
Stockholm |
|
113 57 |
Sweden |
Europe |
https://www.linkedin.com/in/mattias-karlkjell-90a58493/ |
Equities, Fixed Income, Hedge Funds, Private Equity Funds |
2.009 |
|
mattias.karlkjell@altocumulus.com |
https://www.axeljohnson.se/ |
https://www.altocumulus.se/ |
AltoCumulus is the asset management and family office entity of the Axel Johnson Group. The Axel Johnson Group was founded in 1873
and AltoCumulus is one of four separate and financially independent entities within the Group, the three others being Axel Johnson AB,
Stockholm, AxFast AB, Stockholm and Axel Johnson Inc., New York. |
SF |
|
|
AltoCumulus Asset Management |
Helena |
Hernander |
Head of Private Equity Investments |
46 855 423 240 |
|
helena.hernander@altocumulus.com |
contact@altocumulus.com |
Kungstensgatan 18, 5th Floor |
Stockholm |
|
113 57 |
Sweden |
Europe |
https://www.linkedin.com/in/helena-hernander-2722165/ |
Equities, Fixed Income, Hedge Funds, Private Equity Funds |
2.009 |
|
|
|
https://www.altocumulus.se/ |
AltoCumulus is the asset management and family office entity of the Axel Johnson Group. The Axel Johnson Group was founded in 1873
and AltoCumulus is one of four separate and financially independent entities within the Group, the three others being Axel Johnson AB,
Stockholm, AxFast AB, Stockholm and Axel Johnson Inc., New York. |
SF |
|
|
AltoCumulus Asset Management |
Lars |
Hagerud |
Head of Equity Investments |
46 855 423 240 |
|
lars.hagerud@altocumulus.com |
contact@altocumulus.com |
Kungstensgatan 18, 5th Floor |
Stockholm |
|
113 57 |
Sweden |
Europe |
https://www.linkedin.com/in/lars-hagerud-06723035/ |
Equities, Fixed Income, Hedge Funds, Private Equity Funds |
2.009 |
|
|
|
https://www.altocumulus.se/ |
AltoCumulus is the asset management and family office entity of the Axel Johnson Group. The Axel Johnson Group was founded in 1873
and AltoCumulus is one of four separate and financially independent entities within the Group, the three others being Axel Johnson AB,
Stockholm, AxFast AB, Stockholm and Axel Johnson Inc., New York. |
SF |
|
| 37 |
AMA-Eagle |
Elizabeth |
Mathieu |
President |
Direct: (208) 375-5249, Direct: (208) 928-6975 |
(208) 375-5249 |
emathieu@mathieuranum.com |
|
181 East 50th Street |
Boise |
ID |
83714 |
United States of America |
North America |
https://www.linkedin.com/in/elizabeth-mathieu-esq-tep-40832111/ |
Private Equity Funds, Hedge Funds |
1.991 |
|
|
https://www.hg.org/lawyer/elizabeth-mathieu/146588 |
https://www.mathieuranum.com/elizabeth-l-mathieu-esq/ |
AMA-Eagle, a multi-family office. |
MF |
|
| 38 |
Amzak Capital Management, LLC |
Michael |
Kazma |
President & CEO |
(561) 953-4164 |
(561) 338-7677 |
mikek@amzak.com |
directinvestments@amzak.com |
980 North Federal Highway, Suite 315 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
https://www.linkedin.com/in/mike-kazma-a80a9a99/ |
Private Equity, Fixed Income, Industrial Real Estate, Healthcare |
|
$1.5B |
|
https://www.linkedin.com/company/amzak/ |
https://amzak.com/ |
Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies.
Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. |
SF |
|
|
Amzak Capital Management, LLC |
Mark |
Fields |
Operating Partner |
(561) 953-4164 |
(561) 338-7677 |
mfields@amzak.com |
directinvestments@amzak.com |
980 North Federal Highway, Suite 315 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
|
Private Equity, Fixed Income, Industrial Real Estate, Healthcare |
|
$1.5B |
|
https://www.linkedin.com/company/amzak/ |
https://amzak.com/ |
Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies.
Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. |
SF |
|
|
Amzak Capital Management, LLC |
Joe |
Vidmar |
Operating Partner of Industrials |
(561) 953-4164 |
(561) 338-7677 |
jvidmar@amzak.com |
directinvestments@amzak.com |
980 North Federal Highway, Suite 315 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-vidmar-8a400523/ |
Private Equity, Fixed Income, Industrial Real Estate, Healthcare |
|
$1.5B |
|
https://www.linkedin.com/company/amzak/ |
https://amzak.com/ |
Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies.
Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. |
SF |
|
|
Amzak Capital Management, LLC |
Luis |
Espinal |
Vice President of Real Estate Investments |
(561) 953-4164 |
(561) 338-7677 |
luis@amzak.com |
realestate@amzak.com |
980 North Federal Highway, Suite 315 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
https://www.linkedin.com/in/luis-espinal-68438428/ |
Private Equity, Fixed Income, Industrial Real Estate, Healthcare |
|
$1.5B |
|
https://www.linkedin.com/company/amzak/ |
https://amzak.com/ |
Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies.
Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. |
SF |
|
|
Amzak Capital Management, LLC |
Sam |
Barker |
Managing Director of Fixed Income |
(561) 953-4164 |
(561) 338-7677 |
sbarker@amzak.com |
fixedincome@amzak.com |
980 North Federal Highway, Suite 315 |
Boca Raton |
FL |
33432 |
United States of America |
North America |
https://www.linkedin.com/in/samuel-barker-cfa-7354002/ |
Private Equity, Fixed Income, Industrial Real Estate, Healthcare |
|
$1.5B |
|
https://www.linkedin.com/company/amzak/ |
https://amzak.com/ |
Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies.
Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. |
SF |
|
| 39 |
Anchor Equity Group |
N/A |
N/A |
|
(801) 558-0145 |
|
anchorequitygroup@gmail.com |
anchorequitygroup@gmail.com |
724 W. 500 S., Suite 500 West |
Bountiful |
UT |
84087 |
United States of America |
North America |
|
Self-Storage |
|
|
|
|
http://theanchorequity.com/ |
Anchor Equity Group is an independent investment management firm. We manage investments across multiple asset classes. Including private equity, real estate, hedge funds and venture capital. We look for opportunities that need more than just capital to be successful. We strive to create positive economic impact and long-term value for our investors, the companies we invest in, and the areas in which we work. Our investments are proven companies. We pride ourselves in investing in tested companies and all of ours make money, that's the bottom line. |
Investment Firm |
|
| 40 |
Angelo, Gordon & Co., L.P. |
Adam |
Schwartz |
Co-CIO & Head of Real Estate |
(212) 692-2000 |
|
aschwartz@angelogordon.com |
agir@angelogordon.com |
245 Park Avenue |
New York |
NY |
10167 |
United States of America |
North America |
https://www.linkedin.com/in/adam-schwartz-97324525/ |
Real Estate |
1.988 |
$28B |
|
https://www.linkedin.com/company/angelo-gordon/ |
https://www.angelogordon.com/ |
Angelo, Gordon, an employee owned hedge fund sponsor, has been investing in global credit and real estate markets for nearly 30 years. Backed by fundamental research and a commitment to capital protection, we seek alternative investment opportunities that will deliver consistent absolute returns for our clients. |
PERE |
|
|
Angelo, Gordon & Co., L.P. |
Mike |
Diana |
Managing Director |
44 207 758-5300 |
|
mdiana@angelogordon.com |
agir@angelogordon.com |
245 Park Avenue |
New York |
NY |
10167 |
United States of America |
North America |
https://www.linkedin.com/in/midiana/ |
Real Estate |
1.988 |
$28B |
|
https://www.linkedin.com/company/angelo-gordon/ |
https://www.angelogordon.com/ |
Angelo, Gordon, an employee owned hedge fund sponsor, has been investing in global credit and real estate markets for nearly 30 years. Backed by fundamental research and a commitment to capital protection, we seek alternative investment opportunities that will deliver consistent absolute returns for our clients. |
PERE |
|
| 41 |
Antarctica Asset Management LLC |
Eoin |
Harkins |
Business Advisory |
(212) 925-1419 |
(212) 219-8266 |
francisco@antarcticaam.com |
|
1560 Broadway, Suite 1111 |
New York |
NY |
10003 |
United States of America |
North America |
https://www.linkedin.com/in/eoin-harkins-14b2426/ |
|
|
|
|
|
http://www.antarcticaam.com/ |
Antarctica Asset Management was launched in July 2001 and has established itself as a leading provider of comprehensive hedge fund solutions. Across a diverse and global client base, consisting of institutional investors, private banks, family offices, asset managers and high net worth individuals, Antarctica offers various products, advisory solutions as well as tailor-made access to hedge funds. Antarctica Global Fund, AGF, is an AIFMD compliant, Irish open-ended QIF (Qualifying Investor Fund) which was launched on 1st January 2016. It is a multi-strategy, multi-manager portfolio designed to invest and actively allocate capital to a number of carefully chosen established and proven hedge fund managers. It provides investors with a unique opportunity to enter the hedge fund space in a diversified fashion, with some of the industry’s most coveted fund managers globally. |
Fund-of-Fund |
|
|
Antarctica Asset Management LLC |
Pieter |
De Weerdt |
Chief Executive Officer |
41 223 548 811 |
(212) 219-8266 |
pieter@antarcticaam.com |
|
1560 Broadway, Suite 1111 |
New York |
NY |
10003 |
United States of America |
North America |
https://www.linkedin.com/in/pieter-de-weerdt-596aa027/ |
|
|
|
|
|
http://www.antarcticaam.com/ |
Antarctica Asset Management was launched in July 2001 and has established itself as a leading provider of comprehensive hedge fund solutions. Across a diverse and global client base, consisting of institutional investors, private banks, family offices, asset managers and high net worth individuals, Antarctica offers various products, advisory solutions as well as tailor-made access to hedge funds. Antarctica Global Fund, AGF, is an AIFMD compliant, Irish open-ended QIF (Qualifying Investor Fund) which was launched on 1st January 2016. It is a multi-strategy, multi-manager portfolio designed to invest and actively allocate capital to a number of carefully chosen established and proven hedge fund managers. It provides investors with a unique opportunity to enter the hedge fund space in a diversified fashion, with some of the industry’s most coveted fund managers globally. |
Fund-of-Fund |
|
| 42 |
AP Fonden 1 |
Marina |
Westman |
Hr-manager |
(46) 8566 20200 |
|
marina.westman@ap1.se |
info@ap1.se |
Regeringsgatan 28, P.O. Box 16294 |
Stockholm |
|
103 25 |
Sweden |
Europe |
https://linkedin.com/in/marina-westman-60363419 |
|
|
37252 |
|
|
www.ap1.se/ |
First AP Fund is one of five AP funds in the national income pension. When the payments to the system is less than the payments used capital in the AP funds. The fund manages 290.2 billion crowns (19 February 2016) in a portfolio of listed equities, fixed income, currency, real estate, hedge funds, venture capital funds and what goes under the name of new investments. Investments are made worldwide. |
Pension Fund |
|
|
AP Fonden 1 |
Johan |
Magnusson |
Chief Executive Officer, Chief Investment Officer |
(46) 8566 20200 |
|
johan.magnusson@ap1.se |
info@ap1.se |
Regeringsgatan 28, P.O. Box 16294 |
Stockholm |
|
103 25 |
Sweden |
Europe |
|
|
|
37252 |
|
|
www.ap1.se/ |
First AP Fund is one of five AP funds in the national income pension. When the payments to the system is less than the payments used capital in the AP funds. The fund manages 290.2 billion crowns (19 February 2016) in a portfolio of listed equities, fixed income, currency, real estate, hedge funds, venture capital funds and what goes under the name of new investments. Investments are made worldwide. |
Pension Fund |
|
|
AP Fonden 1 |
Mikael |
Angberg |
Chief Investment Officer |
(46) 8566 20200 |
|
mikael.angberg@ap1.se |
info@ap1.se |
Regeringsgatan 28, P.O. Box 16294 |
Stockholm |
|
103 25 |
Sweden |
Europe |
https://www.linkedin.com/in/mikael-angberg-3a61a71/?originalSubdomain=se |
|
|
37252 |
|
|
www.ap1.se/ |
First AP Fund is one of five AP funds in the national income pension. When the payments to the system is less than the payments used capital in the AP funds. The fund manages 290.2 billion crowns (19 February 2016) in a portfolio of listed equities, fixed income, currency, real estate, hedge funds, venture capital funds and what goes under the name of new investments. Investments are made worldwide. |
Pension Fund |
|
|
AP Fonden 1 |
Ossian |
Ekdahl |
Head of Communication and ESG |
(46) 8566 20200 |
|
ossian.ekdahl@ap1.se |
info@ap1.se |
Regeringsgatan 28, P.O. Box 16294 |
Stockholm |
|
103 25 |
Sweden |
Europe |
https://www.linkedin.com/in/ossianekdahl/?originalSubdomain=se |
|
|
37252 |
|
|
www.ap1.se/ |
First AP Fund is one of five AP funds in the national income pension. When the payments to the system is less than the payments used capital in the AP funds. The fund manages 290.2 billion crowns (19 February 2016) in a portfolio of listed equities, fixed income, currency, real estate, hedge funds, venture capital funds and what goes under the name of new investments. Investments are made worldwide. |
Pension Fund |
|
|
AP Fonden 1 |
Christian |
Börjesson |
Head of Fixed Incom and FX på First Swedish National Pension Fund |
(46) 8566 20200 |
|
Christian.Borjesson@ap1.se |
info@ap1.se |
Regeringsgatan 28, P.O. Box 16294 |
Stockholm |
|
103 25 |
Sweden |
Europe |
|
|
|
37252 |
|
|
www.ap1.se/ |
First AP Fund is one of five AP funds in the national income pension. When the payments to the system is less than the payments used capital in the AP funds. The fund manages 290.2 billion crowns (19 February 2016) in a portfolio of listed equities, fixed income, currency, real estate, hedge funds, venture capital funds and what goes under the name of new investments. Investments are made worldwide. |
Pension Fund |
|
| 43 |
Apolis S.A.M. |
Ilya |
Gertsberg |
Chief Investment Officer |
377 99 990 136 |
|
|
info@apoliscapital.com |
1 rue du Gabian, Le Thalès, Block A, 7 etage, bureau 8 |
Monte-Carlo |
|
MC 98 000 |
Monaco |
Europe |
https://www.linkedin.com/in/ilya-gertsberg-3b983b/ |
REITs, Hedge Funds, Private Equity, Bonds, Investment Banking |
2.016 |
|
|
|
https://www.apolis.mc/ |
Apolis is a Monaco-based single family office with a global investment mandate managing diversified portfolio of plain vanilla and non-conventional fixed income instruments and direct private credit. |
SF |
|
|
Apolis S.A.M. |
Alexey |
Zarochentsev |
Portfolio Manager |
377 99 990 136 |
|
|
info@apoliscapital.com |
1 rue du Gabian, Le Thalès, Block A, 7 etage, bureau 8 |
Monte-Carlo |
|
MC 98 000 |
Monaco |
Europe |
https://www.linkedin.com/in/alexey-zarochentsev-cfa-b3b6525/ |
REITs, Hedge Funds, Private Equity, Bonds, Investment Banking |
2.016 |
|
|
|
https://www.apolis.mc/ |
Apolis is a Monaco-based single family office with a global investment mandate managing diversified portfolio of plain vanilla and non-conventional fixed income instruments and direct private credit. |
SF |
|
| 44 |
AppleTree Asset Management SA |
Alexandre |
Toussaint |
Board Member |
Direct: 33 661 521 048 |
|
|
mayIaskyou@appletree-am.com |
Quai du Seujet 28 |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/alexandre-toussaint-0a6754/ |
Hedge Funds, Private Market Funds, Real Assets, Series A, Start-Up, Startup |
2.014 |
|
|
https://www.linkedin.com/company/appletreesa/ |
https://www.appletreesa.ch/ |
AppleTree is a Multi Family Office specializing on asset management for entrepreneurs and intrapreneurs.
AppleTree was founded to become the reference company to entrepreneurs and intrapreneurs for the management of all issues related to the management of their professional and private assets.
To meet this objective the company has created a network of experts and partners to provide the most relevant solutions to its customers. |
MF |
|
| 45 |
Aqua Wealth Management S.A. |
Bernadete |
Franco |
Partner |
55 (11) 2348-5570 |
55 (11) 3167-4250 |
bfrancony@hotmail.com |
info@aquawm.com |
R. Funchal, 375 - Cj. 12, Vila Olimpia |
Sao Paulo |
SP |
04551-060 |
Brazil |
South America |
https://www.linkedin.com/in/bernadete-tavares-franco-4b98b2/ |
Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
2.009 |
$4B |
|
https://www.linkedin.com/company/aqua-wm/ |
https://www.aquawm.com/ |
Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth.
We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients.
We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. |
MF |
|
|
Aqua Wealth Management S.A. |
Ismael |
Perez |
Investment Manager |
598 2518-2759 |
55 (11) 3167-4250 |
iperez@aquawm.com |
info@aquawm.com |
Zonamerica, Ruta 8 km 17500, Edificio @1, Of. 011 |
Montevideo |
|
|
Uruguay |
South America |
https://www.linkedin.com/in/perezismael/ |
Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
2.009 |
$4B |
|
https://www.linkedin.com/company/aqua-wm/ |
https://www.aquawm.com/ |
Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth.
We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients.
We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. |
MF |
|
|
Aqua Wealth Management S.A. |
Everson |
Oppermann |
Executive Partner |
55 (11) 2348-5570 |
55 (11) 3167-4250 |
eoppermann@aquawm.com |
info@aquawm.com |
R. Funchal, 375 - Cj. 12, Vila Olimpia |
Sao Paulo |
SP |
04551-060 |
Brazil |
South America |
https://www.linkedin.com/in/everson-oppermann-a33a6493/ |
Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
2.009 |
$4B |
|
https://www.linkedin.com/company/aqua-wm/ |
https://www.aquawm.com/ |
Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth.
We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients.
We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. |
MF |
|
|
Aqua Wealth Management S.A. |
Jose |
Varela |
Managing Partner |
598 2518-2759 |
55 (11) 3167-4250 |
jvarela@aquawm.com |
info@aquawm.com |
Zonamerica, Ruta 8 km 17500, Edificio @1, Of. 011 |
Montevideo |
|
|
Uruguay |
South America |
https://www.linkedin.com/in/jose-varela-48270438/ |
Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
2.009 |
$4B |
|
https://www.linkedin.com/company/aqua-wm/ |
https://www.aquawm.com/ |
Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth.
We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients.
We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. |
MF |
|
|
Aqua Wealth Management S.A. |
Andre |
Landi |
Portfolio Manager |
55 (11) 2348-5570 |
55 (11) 3167-4250 |
alandi@aquawm.com |
info@aquawm.com |
R. Funchal, 375 - Cj. 12, Vila Olimpia |
Sao Paulo |
SP |
04551-060 |
Brazil |
South America |
https://www.linkedin.com/in/andre-landi-cga-b641491/ |
Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
2.009 |
$4B |
landidna@gmail.com |
https://www.linkedin.com/company/aqua-wm/ |
https://www.aquawm.com/ |
Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth.
We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients.
We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. |
MF |
|
|
Aqua Wealth Management S.A. |
Ismael |
Perez |
Investment Manager |
598 2518-2759 |
55 (11) 3167-4250 |
iperez@aquawm.com |
info@aquawm.com |
Zonamerica, Ruta 8 km 17500, Edificio @1, Of. 011 |
Montevideo |
|
|
Uruguay |
South America |
https://www.linkedin.com/in/perezismael/ |
Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
2.009 |
$4B |
|
https://www.linkedin.com/company/aqua-wm/ |
https://www.aquawm.com/ |
Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth.
We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients.
We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. |
MF |
|
| 46 |
Aragain Capital Management |
Era |
Fuchik |
Managing Director, Senior Investment Director |
(617) 868-0508 |
|
era.fuchik@aragaincapital.com |
|
124 Mount Auburn Street, Suite 440 |
Cambridge |
MA |
02138 |
United States of America |
North America |
https://www.linkedin.com/in/era-fuchik-6956517/ |
Equities, Fixed Income, Hedge Funds, Private Investments |
|
$170K |
|
|
|
Aragain Capital Management is a single family office based in Cambridge MA. Since 2006, we have helped manage the investment portfolio of a single client who is an entrepreneur, investor, and philanthropist. |
SF |
|
|
Aragain Capital Management |
George |
Davitt |
Director |
(617) 868-0508 |
|
george.davitt@aragaincapital.com |
|
124 Mount Auburn Street, Suite 440 |
Cambridge |
MA |
02138 |
United States of America |
North America |
|
Equities, Fixed Income, Hedge Funds, Private Investments |
|
$170K |
|
|
|
Aragain Capital Management is a single family office based in Cambridge MA. Since 2006, we have helped manage the investment portfolio of a single client who is an entrepreneur, investor, and philanthropist. |
SF |
|
|
Aragain Capital Management |
Ruth |
Mulkern |
Director |
(617) 868-0508 |
|
ruth.mulkern@aragaincapital.com |
|
124 Mount Auburn Street, Suite 440 |
Cambridge |
MA |
02138 |
United States of America |
North America |
|
Equities, Fixed Income, Hedge Funds, Private Investments |
|
$170K |
|
|
|
Aragain Capital Management is a single family office based in Cambridge MA. Since 2006, we have helped manage the investment portfolio of a single client who is an entrepreneur, investor, and philanthropist. |
SF |
|
| 47 |
Aramis Capital SA |
Charles |
du Marais |
President & CEO |
41 327 211 745 |
41 327 211 810 |
cdmaramis@yahoo.com |
info@aramiscapital.com |
Rue du Bassin 14 |
Neuchâtel |
|
2000 |
Switzerland |
Europe |
https://www.linkedin.com/in/charles-du-marais-60bb6837/ |
Single Hedge Funds and FOHF (Funds of Hedge Funds) |
2.000 |
$142M |
|
https://www.linkedin.com/company/aramis-capital-sa/ |
http://www.aramiscapital.com/ |
Aramis Capital SA has successfully grown over more than 15 years in advising investors for extracting value in the financial markets. Our mission is to assist high net worth families and individuals, as well as protect and enhance their wealth with the highest degree of confidentiality. Aramis Capital provides multi-family office services for HNWI. |
WM |
|
| 48 |
Archegos Capital Management, LP |
Bill |
Hwang |
Chief Executive Officer |
(212) 984-2572 |
|
bhwang@archegoscapital.com |
|
888 Seventh Avenue, 38th Floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/bill-hwang-710249207/ |
Hedge Funds |
|
$36B |
|
https://www.linkedin.com/company/archegos-capital-management-lp/ |
http://www.archegoscapital.com/ |
Archegos is a family office that manages the wealth of Bill Hwang, a “Tiger cub” alumnus of Julian Robertson’s legendary hedge fund Tiger Management. |
SF |
|
|
Archegos Capital Management, LP |
Patrick |
Halligan |
Chief Financial Officer |
(212) 984-2561 |
|
phalligan@archegoscapital.com |
|
888 Seventh Avenue, 38th Floor |
New York |
NY |
10018 |
United States of America |
North America |
|
Hedge Funds |
|
$36B |
|
https://www.linkedin.com/company/archegos-capital-management-lp/ |
http://www.archegoscapital.com/ |
Archegos is a family office that manages the wealth of Bill Hwang, a “Tiger cub” alumnus of Julian Robertson’s legendary hedge fund Tiger Management. |
SF |
|
|
Archegos Capital Management, LP |
Dave |
Park |
Managing Director |
(212) 271-2022 |
|
hcm@archegoscapital.com |
|
888 Seventh Avenue, 38th Floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/davepa2m/ |
Hedge Funds |
|
$36B |
|
https://www.linkedin.com/company/archegos-capital-management-lp/ |
http://www.archegoscapital.com/ |
Archegos is a family office that manages the wealth of Bill Hwang, a “Tiger cub” alumnus of Julian Robertson’s legendary hedge fund Tiger Management. |
SF |
|
| 49 |
Archer Asia |
Denise |
Hu |
Founding Partner & Chief Investment Officer |
852 2851 8089 |
852 2851 8082 |
archer@archer-rockhampton.com |
info@archer-rockhampton.com |
Unit 4605-6, 46/F, The Center, 99 Queen’s Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/denise-hu-8518a310/ |
Asian Alternative Investment Funds, Hedge Fund Investment, and Due Diligence |
2.009 |
$19B |
|
https://www.linkedin.com/company/archer-asia---an-affiliate-of-rockhampton-management-ltd./ |
https://archer-asia.com/ |
Archer Asia is an independent Multi-Family Office group specializing in Asian alternative investments. Archer Asia Fund seeks to achieve consistent risk-adjusted return for our investors with capital preservation as our key focus. |
MF |
|
|
Archer Asia |
Kamni |
Bharwani |
Partner & Portfolio Manager |
852 2851 8089 |
852 2851 8082 |
archer@archer-rockhampton.com |
info@archer-rockhampton.com |
Unit 4605-6, 46/F, The Center, 99 Queen’s Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/kamni-bharwani-04b786100/ |
Asian Alternative Investment Funds, Hedge Fund Investment, and Due Diligence |
2.009 |
$19B |
|
https://www.linkedin.com/company/archer-asia---an-affiliate-of-rockhampton-management-ltd./ |
https://archer-asia.com/ |
Archer Asia is an independent Multi-Family Office group specializing in Asian alternative investments. Archer Asia Fund seeks to achieve consistent risk-adjusted return for our investors with capital preservation as our key focus. |
MF |
|
| 50 |
Archstone Partnerships® |
Joseph |
Pignatelli |
President & Co-Portfolio Manager |
(212) 201-0500 |
|
jpignatelli@archstonepartners.com |
inquiry@archstonepartners.com |
100 Park Avenue, Suite 1635 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-s-pignatelli-jr-4168a33a/ |
|
|
|
|
|
https://www.archstonepartnerships.com/ |
The Archstone Partnerships is an independent, privately owned fund of hedge funds manager. The Archstone Partnerships manages assets for high net worth individuals and endowments. |
Fund-of-Fund |
|
|
Archstone Partnerships® |
Davi |
Parker |
Chief Operating Officer |
(212) 201-0500 |
|
dparker@archstonepartners.com |
inquiry@archstonepartners.com |
100 Park Avenue, Suite 1635 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/david-r-parker-b913b868/ |
|
|
|
|
|
https://www.archstonepartnerships.com/ |
The Archstone Partnerships is an independent, privately owned fund of hedge funds manager. The Archstone Partnerships manages assets for high net worth individuals and endowments. |
Fund-of-Fund |
|
| 51 |
ARGI Multi-Family Office |
Kelly |
Emerine |
Business Development |
(502) 753-0609 |
|
kellyemerine@argi.net |
|
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/kelly-emerine-9064a585/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity |
|
|
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. |
MF |
|
|
ARGI Multi-Family Office |
Erin |
O'Reilly |
Financial Advisor |
(502) 753-0609 |
|
erinoreilly@argi.net |
|
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/erinoreilly618/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity |
|
|
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. |
MF |
|
|
ARGI Multi-Family Office |
Joe |
Reeves |
Chief Executive Officer |
(502) 753-0609 |
|
joereeves@argi.net |
|
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/joereeves/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity |
|
|
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. |
MF |
|
|
ARGI Multi-Family Office |
Angie |
Duncan |
Chief Financial Officer |
(502) 753-0609 |
|
angieduncan@argi.net |
|
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/angie-duncan-cpa-bb7490122/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity |
|
|
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. |
MF |
|
|
ARGI Multi-Family Office |
Michael |
Bryan |
Vice President, Business Services Division |
(502) 753-0609 |
|
michaelbryan@argi.net |
|
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/michael-p-bryan-cpa-88703919/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity |
|
|
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. |
MF |
|
|
ARGI Multi-Family Office |
Mike |
Waldridge |
Vice President, Investment Division |
(502) 753-0609 |
|
mikewaldridge@argi.net |
|
2201 High Wickham Place |
Louisville |
KY |
40245 |
United States of America |
North America |
https://www.linkedin.com/in/mikewaldridge/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity |
|
|
|
https://www.linkedin.com/company/argi-financial-group/ |
https://argifinancialgroup.com/ |
Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. |
MF |
|
| 52 |
Arkin Holdings |
Mori |
Arkin |
Founder & Chairman |
972 9 788 3330 |
972 9 957 9165 |
mori@arkinholdings.com |
|
6 Ha’Choshlim St. Building C, 6th Floor, P.O. Box 2157 |
Herzliya Pituach |
|
46724 |
Israel |
Asia |
https://www.linkedin.com/in/mori-arkin/ |
Healthcare, Pharmaceuticals & Biotechnology, Medical Devices, Dermatology, Digital Health, Hedge Fund |
2.009 |
$1.5B |
|
https://www.linkedin.com/company/arkin-holdings/ |
https://www.arkinholdings.com/ |
Arkin Holdings is a single-family office that is the largest private Israeli healthcare investor focused on healthcare, currently managing a $1.5 billion healthcare portfolio. |
SF |
|
|
Arkin Holdings |
Nir |
Arkin |
Chief Executive Officer |
972 9 788 3330 |
972 9 957 9165 |
nir@arkinholdings.com |
|
6 Ha’Choshlim St. Building C, 6th Floor, P.O. Box 2157 |
Herzliya Pituach |
|
46724 |
Israel |
Asia |
https://www.linkedin.com/in/nir-arkin-989a40a6/ |
Healthcare, Pharmaceuticals & Biotechnology, Medical Devices, Dermatology, Digital Health, Hedge Fund |
2.009 |
$1.5B |
|
https://www.linkedin.com/company/arkin-holdings/ |
https://www.arkinholdings.com/ |
Arkin Holdings is a single-family office that is the largest private Israeli healthcare investor focused on healthcare, currently managing a $1.5 billion healthcare portfolio. |
SF |
|
|
Arkin Holdings |
Guy |
Tober |
Private Equity Real Estate Investments |
Mobile: 972 54 540 4107 |
972 9 957 9165 |
guy@arkinholdings.com |
|
6 Ha’Choshlim St. Building C, 6th Floor, P.O. Box 2157 |
Herzliya Pituach |
|
46724 |
Israel |
Asia |
https://www.linkedin.com/in/guy-tober/ |
Healthcare, Pharmaceuticals & Biotechnology, Medical Devices, Dermatology, Digital Health, Hedge Fund |
2.009 |
$1.5B |
|
https://www.linkedin.com/company/arkin-holdings/ |
https://www.arkinholdings.com/ |
Arkin Holdings is a single-family office that is the largest private Israeli healthcare investor focused on healthcare, currently managing a $1.5 billion healthcare portfolio. |
SF |
|
|
Arkin Holdings |
Hani |
Lerman |
Chief Financial Officer |
972 9 788 3330 |
972 9 957 9165 |
hani@arkinholdings.com |
|
6 Ha’Choshlim St. Building C, 6th Floor, P.O. Box 2157 |
Herzliya Pituach |
|
46724 |
Israel |
Asia |
https://www.linkedin.com/in/hanilerman/ |
Healthcare, Pharmaceuticals & Biotechnology, Medical Devices, Dermatology, Digital Health, Hedge Fund |
2.009 |
$1.5B |
|
https://www.linkedin.com/company/arkin-holdings/ |
https://www.arkinholdings.com/ |
Arkin Holdings is a single-family office that is the largest private Israeli healthcare investor focused on healthcare, currently managing a $1.5 billion healthcare portfolio. |
SF |
|
|
Arkin Holdings |
David |
Alterman |
Investment Manager |
972 9 788 3330 |
972 9 957 9165 |
david@arkinholdings.com |
|
6 Ha’Choshlim St. Building C, 6th Floor, P.O. Box 2157 |
Herzliya Pituach |
|
46724 |
Israel |
Asia |
https://www.linkedin.com/in/david-alterman/ |
Healthcare, Pharmaceuticals & Biotechnology, Medical Devices, Dermatology, Digital Health, Hedge Fund |
2.009 |
$1.5B |
|
https://www.linkedin.com/company/arkin-holdings/ |
https://www.arkinholdings.com/ |
Arkin Holdings is a single-family office that is the largest private Israeli healthcare investor focused on healthcare, currently managing a $1.5 billion healthcare portfolio. |
SF |
|
| 53 |
Armada Investment Group |
Daniel |
Aegerter |
Chairman |
41 449 149 000 |
41 449 149 001 |
daegerter@armada.com |
office@armada.com |
Bellerivestrasse 245 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/danielaegerter/ |
Alternative Investments, Hedge Fund, Private Equity, Venture Capital, IPOs |
2.000 |
|
|
https://www.linkedin.com/company/armada-investment-group-ag/about/ |
https://www.armada.com/ |
As the family office for the Aegerter Family, ARMADA Investment AG manages a substantial, diversified portfolio over a variety of asset classes. Our investment portfolio is focused on public market securities and entrepreneurial Investments. |
SF |
|
| 54 |
Artha Kapitalforvaltning A/S |
Brian |
Kudsk |
Managing Director & CEO |
Direct: 45 60 805 152 |
|
bk@artha.dk |
info@artha.dk |
Strandvejen 58 |
Hellerup |
|
2900 |
Denmark |
Europe |
https://www.linkedin.com/in/brian-kudsk-8a8b795/ |
Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate |
2.009 |
|
bk@arthakapitalforvaltning.dk |
https://www.linkedin.com/company/artha-kapitalforvaltning/ |
https://artha.dk/ |
Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success.
Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses.
Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies.
We have also been the architects behind several acquisitions and successful turn-arounds.
We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk.
You don't have to either, because Artha is open to new customers who also want to be in good company. |
MF |
|
|
Artha Kapitalforvaltning A/S |
Jan |
Severin Sølbæk |
Adm. Director & Founder |
Direct: 45 22 417 566 |
|
js@artha.dk |
info@artha.dk |
Strandvejen 58 |
Hellerup |
|
2900 |
Denmark |
Europe |
https://www.linkedin.com/in/jan-severin-sølbæk-98239a14/ |
Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate |
2.009 |
|
|
https://www.linkedin.com/company/artha-kapitalforvaltning/ |
https://artha.dk/ |
Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success.
Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses.
Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies.
We have also been the architects behind several acquisitions and successful turn-arounds.
We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk.
You don't have to either, because Artha is open to new customers who also want to be in good company. |
MF |
|
|
Artha Kapitalforvaltning A/S |
Pia |
Kyhl Frank |
Investment Adviser & Partner |
Direct: 45 25 230 790 |
|
pf@artha.dk |
info@artha.dk |
Strandvejen 58 |
Hellerup |
|
2900 |
Denmark |
Europe |
https://www.linkedin.com/in/pia-frank-8777b53/ |
Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate |
2.009 |
|
|
https://www.linkedin.com/company/artha-kapitalforvaltning/ |
https://artha.dk/ |
Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success.
Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses.
Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies.
We have also been the architects behind several acquisitions and successful turn-arounds.
We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk.
You don't have to either, because Artha is open to new customers who also want to be in good company. |
MF |
|
|
Artha Kapitalforvaltning A/S |
Thomas |
Skovgaard Jensen |
Customer Director |
Direct: 45 24 205 287 |
|
tsj@artha.dk |
info@artha.dk |
Strandvejen 58 |
Hellerup |
|
2900 |
Denmark |
Europe |
https://www.linkedin.com/in/thomas-skovgaard-jensen-a3b049170/ |
Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate |
2.009 |
|
|
https://www.linkedin.com/company/artha-kapitalforvaltning/ |
https://artha.dk/ |
Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success.
Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses.
Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies.
We have also been the architects behind several acquisitions and successful turn-arounds.
We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk.
You don't have to either, because Artha is open to new customers who also want to be in good company. |
MF |
|
|
Artha Kapitalforvaltning A/S |
Lars |
Peter Hovendal |
Customer Director |
Direct: 45 20 712 609 |
|
lph@artha.dk |
info@artha.dk |
Strandvejen 58 |
Hellerup |
|
2900 |
Denmark |
Europe |
https://www.linkedin.com/in/lars-peter-hovendal-1761365/ |
Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate |
2.009 |
|
|
https://www.linkedin.com/company/artha-kapitalforvaltning/ |
https://artha.dk/ |
Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success.
Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses.
Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies.
We have also been the architects behind several acquisitions and successful turn-arounds.
We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk.
You don't have to either, because Artha is open to new customers who also want to be in good company. |
MF |
|
|
Artha Kapitalforvaltning A/S |
Kristoffer |
Eriksen |
COO & Partner |
Direct: 45 50 921 924 |
|
ke@artha.dk |
info@artha.dk |
Strandvejen 58 |
Hellerup |
|
2900 |
Denmark |
Europe |
https://www.linkedin.com/in/kristoffer-emil-eriksen-8976249/ |
Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate |
2.009 |
|
|
https://www.linkedin.com/company/artha-kapitalforvaltning/ |
https://artha.dk/ |
Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success.
Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses.
Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies.
We have also been the architects behind several acquisitions and successful turn-arounds.
We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk.
You don't have to either, because Artha is open to new customers who also want to be in good company. |
MF |
|
|
Artha Kapitalforvaltning A/S |
Frederik |
Nordgaard Hansen |
Investment Manager |
Direct: 45 24 829 189 |
|
fn@artha.dk |
info@artha.dk |
Strandvejen 58 |
Hellerup |
|
2900 |
Denmark |
Europe |
https://www.linkedin.com/in/frederik-nordgaard-hansen-52590810a/ |
Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate |
2.009 |
|
|
https://www.linkedin.com/company/artha-kapitalforvaltning/ |
https://artha.dk/ |
Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success.
Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses.
Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies.
We have also been the architects behind several acquisitions and successful turn-arounds.
We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk.
You don't have to either, because Artha is open to new customers who also want to be in good company. |
MF |
|
| 55 |
Artorius Wealth Limited |
Gerard |
Lane |
Chief Investment Officer |
44 161 711-0736 |
44 161 711-0730 |
gerard.lane@artorius.com |
compliance@artoriuswealth.com |
2nd Floor, The Boardwalk, 21 Little Peter Street |
Manchester |
|
M15 4PS |
United Kingdom |
Europe |
https://www.linkedin.com/in/gerard-lane-48853436/ |
Alternative Investments, Managed Funds, Asset Classes, Hedge Funds, Private Equity and Venture Funds. |
2.014 |
|
|
https://www.linkedin.com/company/artorius-wealth/ |
http://www.artorius.com/ |
Artorius Wealth is a Multi-Family Office, providing bespoke financial solutions to HNW and UHNW clients. |
WM |
x |
|
Artorius Wealth Limited |
Kevin |
Shone |
Managing Director Manchester & Head of Family Office Consulting |
44 161 711-0737 |
44 161 711-0730 |
kevin.shone@artorius.com |
compliance@artoriuswealth.com |
2nd Floor, The Boardwalk, 21 Little Peter Street |
Manchester |
|
M15 4PS |
United Kingdom |
Europe |
https://www.linkedin.com/in/kevin-shone-82632315/ |
Alternative Investments, Managed Funds, Asset Classes, Hedge Funds, Private Equity and Venture Funds. |
2.014 |
|
|
https://www.linkedin.com/company/artorius-wealth/ |
http://www.artorius.com/ |
Artorius Wealth is a Multi-Family Office, providing bespoke financial solutions to HNW and UHNW clients. |
WM |
x |
|
Artorius Wealth Limited |
Stephen |
Swift |
Senior Client Partner |
44 203 039-3043 |
44 161 711-0730 |
stephen.swift@artorius.com |
compliance@artoriuswealth.com |
2nd Floor, The Boardwalk, 21 Little Peter Street |
Manchester |
|
M15 4PS |
United Kingdom |
Europe |
https://www.linkedin.com/in/stephen-swift-06b15118/ |
Alternative Investments, Managed Funds, Asset Classes, Hedge Funds, Private Equity and Venture Funds. |
2.014 |
|
|
https://www.linkedin.com/company/artorius-wealth/ |
http://www.artorius.com/ |
Artorius Wealth is a Multi-Family Office, providing bespoke financial solutions to HNW and UHNW clients. |
WM |
x |
| 56 |
Aryana Family Office |
Shahvand |
Aryana |
Chairman of the Board and Trustee |
(833) 504-6837 |
|
|
|
73-525 El Paseo, Suite E-2516 |
Palm Desert |
CA |
92260 |
United States of America |
North America |
https://www.linkedin.com/in/shahvand-aryana-a557b94/ |
Urban Planning, Urban Real Estate, Alternative Investments, Private Equity |
1.997 |
|
investor@acc.capital |
https://acc.capital/ |
|
Aryana Family Office, a single family office firm for Aryana Family Office investing in urban real estate. |
SF |
|
| 57 |
Ascot Investments S.A. |
Rolf |
Sickman |
Partner & Co-Founder |
32 23 435 477 |
32 477 656 280 |
rsickman@ascot-investments.com |
info@ascot-investments.com |
114, Rue des Archives |
Brussels |
|
1170 |
Belgium |
Europe |
https://www.linkedin.com/in/rolf-sickman-27560741/ |
Private Equity, Real Estate, Hedge Funds, Equities, Bonds |
2.013 |
|
|
https://www.linkedin.com/company/ascot-investments/ |
https://www.ascot-investments.com/ |
Ascot Investments assists selected families and investors to share investment analysis, strategies and opportunities. At Ascot we operate fully independently and for the sole interest of our clients. This transparent although discreet approach assures the client of a true independent advice. |
MF |
|
|
Ascot Investments S.A. |
Peter |
Bijlstra |
Partner |
32 23 435 477 |
32 477 656 280 |
p.bijlstra@gmail.com |
info@ascot-investments.com |
114, Rue des Archives |
Brussels |
|
1170 |
Belgium |
Europe |
https://www.linkedin.com/in/peter-bijlstra-b77ab9/ |
Private Equity, Real Estate, Hedge Funds, Equities, Bonds |
2.013 |
|
|
https://www.linkedin.com/company/ascot-investments/ |
https://www.ascot-investments.com/ |
Ascot Investments assists selected families and investors to share investment analysis, strategies and opportunities. At Ascot we operate fully independently and for the sole interest of our clients. This transparent although discreet approach assures the client of a true independent advice. |
MF |
|
|
Ascot Investments S.A. |
Frank |
Sickman |
Partner |
32 23 435 477 |
32 477 656 280 |
frank.sickman1@gmail.com |
info@ascot-investments.com |
114, Rue des Archives |
Brussels |
|
1170 |
Belgium |
Europe |
https://www.linkedin.com/in/frank-sickman-476a1a28/ |
Private Equity, Real Estate, Hedge Funds, Equities, Bonds |
2.013 |
|
|
https://www.linkedin.com/company/ascot-investments/ |
https://www.ascot-investments.com/ |
Ascot Investments assists selected families and investors to share investment analysis, strategies and opportunities. At Ascot we operate fully independently and for the sole interest of our clients. This transparent although discreet approach assures the client of a true independent advice. |
MF |
|
|
Ascot Investments S.A. |
Frédéric |
Goblet |
Partner & Co-Founder |
32 23 435 477 |
32 477 656 280 |
frederic.goblet@ascot-investments.com |
info@ascot-investments.com |
Gemeenteplein 25 |
Hoeilaart |
|
B-1560 |
Belgium |
Europe |
https://www.linkedin.com/in/fredericgoblet/ |
Private Equity, Real Estate, Hedge Funds, Equities, Bonds |
2.013 |
|
|
https://www.linkedin.com/company/ascot-investments/ |
https://www.ascot-investments.com/ |
Ascot Investments assists selected families and investors to share investment analysis, strategies and opportunities. At Ascot we operate fully independently and for the sole interest of our clients. This transparent although discreet approach assures the client of a true independent advice. |
MF |
|
| 58 |
Aston Capital Management US LLC |
Rogerio |
de Carvalho Junior |
Financial Analyst |
(786) 866-3783 |
|
rogerio@astoncapital.net |
info@astoncapital.net |
355 Alhambra Circle, Suite 1350 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/rogerio-de-carvalho-junior-748b83214/ |
Fund of Hedge Funds |
2.017 |
|
|
https://www.linkedin.com/company/aston-capital-management/ |
http://www.astoncapital.net/ |
Aston Capital Management, a Florida-based multi-family office, which also manages a multi-strategy fund of hedge funds. |
MF |
|
|
Aston Capital Management US LLC |
Isaac |
Lieberman |
Chief Executive Officer |
(786) 866-3783 |
|
isaac@astoncapitalmanagement.com |
info@astoncapital.net |
355 Alhambra Circle, Suite 1350 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/isaac-lieberman-51495b139/ |
Fund of Hedge Funds |
2.017 |
|
inquiries@astoncapitalmanagement.com |
https://www.linkedin.com/company/aston-capital-management/ |
http://www.astoncapital.net/ |
Aston Capital Management, a Florida-based multi-family office, which also manages a multi-strategy fund of hedge funds. |
MF |
|
|
Aston Capital Management US LLC |
Israel |
Klein |
CTO |
(786) 866-3783 |
|
israel@astoncapitalmanagement.com |
info@astoncapital.net |
355 Alhambra Circle, Suite 1350 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/israelklein/ |
Fund of Hedge Funds |
2.017 |
|
|
https://www.linkedin.com/company/aston-capital-management/ |
http://www.astoncapital.net/ |
Aston Capital Management, a Florida-based multi-family office, which also manages a multi-strategy fund of hedge funds. |
MF |
|
|
Aston Capital Management US LLC |
Luis |
d'Amato |
Partner & Portfolio Manager |
Direct: (305) 722-5989, Direct: (786) 200-4216 |
|
luis@astoncapital.net |
info@astoncapital.net |
355 Alhambra Circle, Suite 1350 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/luis-d-amato-2a5265/ |
Fund of Hedge Funds |
2.017 |
|
|
https://www.linkedin.com/company/aston-capital-management/ |
http://www.astoncapital.net/ |
Aston Capital Management, a Florida-based multi-family office, which also manages a multi-strategy fund of hedge funds. |
MF |
|
| 59 |
Atheneum Capital, LLC |
Richard |
Rankin |
Managing Partner |
(203) 554-8955 |
(203) 642-3665 |
rrankin@kbfcllc.com |
info@atheneumcapital.com |
257 Riverside Ave |
Westport |
CT |
6880 |
United States of America |
North America |
https://www.linkedin.com/in/richardsrankin/ |
Renewable Energy, Healthcare, Technology, Consumer Product sectors, Private Equity, Venture Capital, Hedge Funds |
2.005 |
|
|
https://www.kbfinancialcompanies.com/staff-member/richard-s-rankin/ |
|
Atheneum Capital, a single family office based in Norwalk, Connecticut, for Richard Rankin's family. |
SF |
|
| 60 |
Atlantis Capital Management Limited |
Paolo |
Vaglietti |
Managing Director |
44 207 870-9310 |
44 207 839-1944 |
paolo.vaglietti@atlantiscapital.co.uk |
atlantis@atlantiscapital.co.uk |
40-41 Pall Mall |
London |
|
SW1Y 5JG |
United Kingdom |
Europe |
|
Alternative Investments |
2.011 |
|
|
|
https://www.linkedin.com/company/atlantis-capital-management-limited/ |
Atlantis Capital Management is an independent investment management firm and multi family office authorised and regulated by the Financial Conduct Authority. We specialize in the creation of bespoke investment solutions and full wealth management services designed to achieve our clients’ objectives. |
MF |
|
|
Atlantis Capital Management Limited |
Stefano |
Vaglietti |
Managing Director |
44 207 870-9310 |
44 207 839-1944 |
stefano.vaglietti@atlantiscapital.co.uk |
atlantis@atlantiscapital.co.uk |
40-41 Pall Mall |
London |
|
SW1Y 5JG |
United Kingdom |
Europe |
https://www.linkedin.com/in/stefano-v-80248470/ |
Alternative Investments |
2.011 |
|
|
|
https://www.linkedin.com/company/atlantis-capital-management-limited/ |
Atlantis Capital Management is an independent investment management firm and multi family office authorised and regulated by the Financial Conduct Authority. We specialize in the creation of bespoke investment solutions and full wealth management services designed to achieve our clients’ objectives. |
MF |
|
| 61 |
Atlas Brown |
Bradley |
Glotzbach |
Senior Vice President |
Direct: (502) 271-2925 |
(866) 871-0334 |
baglotzbach@atlasbrown.com |
|
Preston Pointe, 333 East Main St., Suite 400 |
Louisville |
KY |
40202 |
United States of America |
North America |
https://www.linkedin.com/in/brad-glotzbach-483b2634/ |
Due Diligence and Evaluation of Investment Options, Alternative Investments |
2.004 |
$370M |
|
https://www.linkedin.com/company/atlas-brown-inc-/ |
https://www.atlasbrown.com/ |
Atlas Brown offers a suite of Wealth Management and Family Office Services. A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them. |
MF |
|
|
Atlas Brown |
David |
Russel |
Executive Vice President |
Direct: (502) 271-2931 |
(866) 871-0334 |
drussell@atlasbrown.com |
|
Preston Pointe, 333 East Main St., Suite 400 |
Louisville |
KY |
40202 |
United States of America |
North America |
https://www.linkedin.com/in/dbrussell/ |
Due Diligence and Evaluation of Investment Options, Alternative Investments |
2.004 |
$370M |
|
https://www.linkedin.com/company/atlas-brown-inc-/ |
https://www.atlasbrown.com/ |
Atlas Brown offers a suite of Wealth Management and Family Office Services. A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them. |
MF |
|
|
Atlas Brown |
Scott |
Robinson |
Chief Executive Officer |
Direct: (502) 271-2914 |
(866) 871-0334 |
srobinson@atlasbrown.com |
|
Preston Pointe, 333 East Main St., Suite 400 |
Louisville |
KY |
40202 |
United States of America |
North America |
|
Due Diligence and Evaluation of Investment Options, Alternative Investments |
2.004 |
$370M |
|
https://www.linkedin.com/company/atlas-brown-inc-/ |
https://www.atlasbrown.com/ |
Atlas Brown offers a suite of Wealth Management and Family Office Services. A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them. |
MF |
|
|
Atlas Brown |
Timothy |
Corley |
Senior Vice President |
Direct: (502) 271-2908 |
(866) 871-0334 |
tcorley@atlasbrown.com |
|
Preston Pointe, 333 East Main St., Suite 400 |
Louisville |
KY |
40202 |
United States of America |
North America |
https://www.linkedin.com/in/timcorleyatlasbrown/ |
Due Diligence and Evaluation of Investment Options, Alternative Investments |
2.004 |
$370M |
|
https://www.linkedin.com/company/atlas-brown-inc-/ |
https://www.atlasbrown.com/ |
Atlas Brown offers a suite of Wealth Management and Family Office Services. A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them. |
MF |
|
|
Atlas Brown |
Cherri |
Lamkin |
Chief Compliance Officer |
Direct: (502) 271-2913 |
(866) 871-0334 |
clamkin@atlasbrown.com |
|
Preston Pointe, 333 East Main St., Suite 400 |
Louisville |
KY |
40202 |
United States of America |
North America |
https://www.linkedin.com/in/cherri-lamkin-a81a8a24/ |
Due Diligence and Evaluation of Investment Options, Alternative Investments |
2.004 |
$370M |
|
https://www.linkedin.com/company/atlas-brown-inc-/ |
https://www.atlasbrown.com/ |
Atlas Brown offers a suite of Wealth Management and Family Office Services. A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them. |
MF |
|
|
Atlas Brown |
Cheryl |
Hesen |
Vice President |
Direct: (502) 271-2912 |
(866) 871-0334 |
chesen@atlasbrown.com |
|
Preston Pointe, 333 East Main St., Suite 400 |
Louisville |
KY |
40202 |
United States of America |
North America |
|
Due Diligence and Evaluation of Investment Options, Alternative Investments |
2.004 |
$370M |
|
https://www.linkedin.com/company/atlas-brown-inc-/ |
https://www.atlasbrown.com/ |
Atlas Brown offers a suite of Wealth Management and Family Office Services. A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them. |
MF |
|
|
Atlas Brown |
Patricia |
Anderson |
Vice President of Client Relations |
Direct: (502) 271-2933 |
(866) 871-0334 |
panderson@atlasbrown.com |
|
Preston Pointe, 333 East Main St., Suite 400 |
Louisville |
KY |
40202 |
United States of America |
North America |
https://www.linkedin.com/in/pataanderson/ |
Due Diligence and Evaluation of Investment Options, Alternative Investments |
2.004 |
$370M |
|
https://www.linkedin.com/company/atlas-brown-inc-/ |
https://www.atlasbrown.com/ |
Atlas Brown offers a suite of Wealth Management and Family Office Services. A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them. |
MF |
|
|
Atlas Brown |
Wayne |
Hancock |
CFA & Executive Vice President |
Direct: (502) 271-2903 |
(866) 871-0334 |
whancock@atlasbrown.com |
|
Preston Pointe, 333 East Main St., Suite 400 |
Louisville |
KY |
40202 |
United States of America |
North America |
|
Due Diligence and Evaluation of Investment Options, Alternative Investments |
2.004 |
$370M |
|
https://www.linkedin.com/company/atlas-brown-inc-/ |
https://www.atlasbrown.com/ |
Atlas Brown offers a suite of Wealth Management and Family Office Services. A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them. |
MF |
|
| 62 |
ATR Advisors, LLC |
Shawn |
Blau |
Chief Investment officer |
(203) 540-5133 |
|
rationalshawn@gmail.com |
info@atradvisors.com |
2452 Black Rock Turnpike, Suite 10 |
Fairfield |
CT |
06825 |
United States of America |
North America |
https://www.linkedin.com/in/shawn-blau-phd-605ab270/ |
Hedge Funds, Taxation, Trust & Estates, Business Succession, Real Estate and Cash Flow Management |
2.003 |
$100M |
|
https://www.linkedin.com/in/william-j-kennedy-517572a/ |
http://www.atradvisors.com/ |
ATR Advisors provides a cost efficient multi-family office structure to serve families with $2+ million in assets. |
MF |
|
| 63 |
Attalus Capital, LP |
Jessica |
Tosto |
Director |
(215) 495-0800 |
(215) 495-0801 |
attaluscapital@attaluscapital.com |
attaluscapital@attaluscapital.com |
2929 Arch Street, Suite 1550 |
Philadelphia |
PA |
19104 |
United States of America |
North America |
https://www.linkedin.com/in/jessica-tosto-a4a46739/ |
|
|
$150M |
|
|
http://attaluscapital.com/ |
Attalus Capital is a Philadelphia-based investment and trading firm, specializing in funds of hedge funds and active core equity and bond strategies. The firm's client base includes corporations, endowments, foundations, public funds and jointly-trusteed pension plans. Attalus Capital is a Philadelphia based boutique asset management firm allocating capital to portfolio managers in the public equity markets and making private equity investments. Attalus has a long history of meeting, if not exceeding, the needs of its investors by having generated long, rewarding periods of superior risk-adjusted returns. |
Fund-of-Fund |
|
|
Attalus Capital, LP |
Michelle |
Egan |
Founding Partner |
(215) 495-0800 |
(215) 495-0801 |
attaluscapital@attaluscapital.com |
attaluscapital@attaluscapital.com |
2929 Arch Street, Suite 1550 |
Philadelphia |
PA |
19104 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-egan-091b6b4/ |
|
|
$150M |
|
|
http://attaluscapital.com/ |
Attalus Capital is a Philadelphia-based investment and trading firm, specializing in funds of hedge funds and active core equity and bond strategies. The firm's client base includes corporations, endowments, foundations, public funds and jointly-trusteed pension plans. Attalus Capital is a Philadelphia based boutique asset management firm allocating capital to portfolio managers in the public equity markets and making private equity investments. Attalus has a long history of meeting, if not exceeding, the needs of its investors by having generated long, rewarding periods of superior risk-adjusted returns. |
Fund-of-Fund |
|
|
Attalus Capital, LP |
Michelle |
Egan |
Founding Partner |
(215) 495-0800 |
(215) 495-0801 |
|
attaluscapital@attaluscapital.com |
2929 Arch Street, Suite 1550 |
Philadelphia |
PA |
19104 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-egan-091b6b4/ |
Public Equity Markets, Private Equity, Hedge Funds, Alternative Investments, Fund-of-Funds |
1.998 |
$150M |
|
|
http://attaluscapital.com/ |
Attalus Capital is a Philadelphia-based family office that invests globally across a variety of asset classes. Attalus was founded in 1998 by Patrick C. Egan. Attalus is structured as a Delaware Limited Partnership, and is a registered investment advisor under the SEC’s U.S. Investment Advisors Act of 1940. |
SF |
|
| 64 |
Autumn Lane Advisors, LLC |
David |
Andrew |
Partner |
(713) 636-2075 |
|
david.andrew@autumnlanellc.com |
info@autumnlanellc.com |
7500 San Felipe, Suite 1030 |
Houston |
TX |
77063 |
United States of America |
North America |
https://www.linkedin.com/in/david-a-2962298/ |
Hedge Funds, Private Fund, Long/Short Equity Fund, Private Equity, Alternative Investment |
2.014 |
|
|
https://www.linkedin.com/company/autumn-lane-advisors/ |
https://www.autumnlanellc.com/ |
Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas. Autumn Lane provides uncompromising personal financial consulting and portfolio oversight for families. Additionally, the Firm identifies and manages unique private investment opportunities for qualified investors. |
MF |
|
|
Autumn Lane Advisors, LLC |
Steve |
Oldham |
Partner |
(713) 636-2075 |
|
steve.oldham@autumnlanellc.com |
info@autumnlanellc.com |
7500 San Felipe, Suite 1030 |
Houston |
TX |
77063 |
United States of America |
North America |
https://www.linkedin.com/in/steve-oldham-autumn-lane/ |
Hedge Funds, Private Fund, Long/Short Equity Fund, Private Equity, Alternative Investment |
2.014 |
|
|
https://www.linkedin.com/company/autumn-lane-advisors/ |
https://www.autumnlanellc.com/ |
Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas. Autumn Lane provides uncompromising personal financial consulting and portfolio oversight for families. Additionally, the Firm identifies and manages unique private investment opportunities for qualified investors. |
MF |
|
|
Autumn Lane Advisors, LLC |
Scott |
Wilmoth |
Partner & Chief Investment Officer |
(713) 636-2075 |
|
scott.wilmoth@autumnlanellc.com |
info@autumnlanellc.com |
7500 San Felipe, Suite 1030 |
Houston |
TX |
77063 |
United States of America |
North America |
https://www.linkedin.com/in/scott-wilmoth-64b72247/ |
Hedge Funds, Private Fund, Long/Short Equity Fund, Private Equity, Alternative Investment |
2.014 |
|
|
https://www.linkedin.com/company/autumn-lane-advisors/ |
https://www.autumnlanellc.com/ |
Autumn Lane Advisors is multi-family wealth management firm based in Houston, Texas. Autumn Lane provides uncompromising personal financial consulting and portfolio oversight for families. Additionally, the Firm identifies and manages unique private investment opportunities for qualified investors. |
MF |
|
| 65 |
Autumn Wind Asset Management, LLC |
Michael |
O’Donnell |
Chief Operations Officer |
(703) 757-3849 |
(703) 757-7620 |
|
info@autumnwind.com |
Reston Town Center, 11911 Freedom Drive, Suite 580 |
Reston |
VA |
20190 |
United States of America |
North America |
https://www.linkedin.com/in/michael-o-93655a157/ |
Private Equity Funds, Hedge Funds |
2.000 |
$104.5M |
|
|
https://www.autumnwind.com/ |
Autumn Wind Asset Management is a multi-family office that manages portfolios of individual securities for after-tax, after fee performance for taxable high net worth clients. We are an SEC-registered investment advisor. We service clients residing across the country for our office in Great Falls, VA, a close suburb of Washington, DC. The firm manages assets under a variety of investment objectives, from capital preservation to aggressive growth. We often manage assets within the context of a broad estate plan or various trust structures. |
MF |
|
|
Autumn Wind Asset Management, LLC |
Thomas |
Neal Falkenberry |
President & Chief Investment Officer |
(703) 757-3849 |
(703) 757-7620 |
tnf@autumnwind.com |
info@autumnwind.com |
Reston Town Center, 11911 Freedom Drive, Suite 580 |
Reston |
VA |
20190 |
United States of America |
North America |
https://www.linkedin.com/in/neal-falkenberry-30610824/ |
Private Equity Funds, Hedge Funds |
2.000 |
$104.5M |
|
|
https://www.autumnwind.com/ |
Autumn Wind Asset Management is a multi-family office that manages portfolios of individual securities for after-tax, after fee performance for taxable high net worth clients. We are an SEC-registered investment advisor. We service clients residing across the country for our office in Great Falls, VA, a close suburb of Washington, DC. The firm manages assets under a variety of investment objectives, from capital preservation to aggressive growth. We often manage assets within the context of a broad estate plan or various trust structures. |
MF |
|
| 66 |
Avalon International Group |
David |
Baker |
Managing Partner |
|
|
dbaker@avalonig.com |
|
1350 Avenue of the Americas, 3rd Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/david-baker-983a9b/ |
Venture Capital, First Hedge Funds to invest in the Asian Emerging Markets |
2.001 |
|
|
|
https://avalonig.com/ |
Avalon International Group is a single family office founded in 2001 by David Baker, an investor with diverse experience in many aspects of global finance. He began his career in 1984 and has held senior positions in large financial institutions in London and Zurich in the venture capital and structured finance areas. He became an entrepreneur in 1989 when he moved to Asia and was a pioneer in establishing some of the first hedge funds to invest in the Asian emerging markets. Not long after returning to the U.S., he founded Avalon which focuses on actively investing in, and creating, growth opportunities. In addition to Avalon, David leads Actinvest Partners, a venture capital partnership. |
SF |
|
| 67 |
Ayco Partners Consulting SL |
Toni |
Colomer Salva |
Partner - Wealth Management |
34 646 393 857 |
|
acolomer4@gmail.com |
info@aycopartners.com |
Av. Diagonal 512 3º 2ª |
Barcelona |
|
08006 |
Spain |
Europe |
https://www.linkedin.com/in/toni-colomer-salva-1734a82a/ |
Real Estate, Logistic, Transport, Alternative Investments |
|
|
contact@logitranstc.com |
http://logitranstc.com/ |
https://www.aycopartners.com/ |
Ayco Partners Consulting acts as a single interlocutor for families with a multi family office format, supporting them by providing services in all investment areas:
>REAL ESTATE: Intermediation, Consulting, Valuation, Investment and Investment Management
>CORPORATE: Financial and strategic consulting
>FINANCIAL: Financial planning, open architecture, asset advice and recurring monitoring
>TAXATION: Tax optimization in each of the 3 assets, giving great importance to inheritance and inheritance planning.
It is precisely this multidisciplinary nature that is the great advantage of a multi family office, because only thanks to the exhaustive knowledge of each family and the different family nuclei that comprise it, can the best management be offered in a totally independent and aligned way. |
MF |
|
| 68 |
B Capital S.A. |
Jon |
Henley |
Partner |
44 203 174-0861 |
44 207 692-9249 |
jonathan.henley@b-cap.ch |
|
48 Dover Street |
London |
|
W1S 4FF |
United Kingdom |
Europe |
https://www.linkedin.com/in/jon-henley/ |
Private Equity, Real Estate, Alternative Investments |
2.008 |
|
jon_henley@hotmail.com |
https://www.linkedin.com/company/b-capital-s.a./ |
https://bcapital.partners/ |
Established in 2008, B Capital is a Swiss multi-family office & investment management firm. We have teams in Geneva, London, Malta, Lisbon and the Cayman Islands.
Since 2008, we have supported high net worth individuals and their families in managing, protecting and growing their wealth. We offer a family office service to our clients with round the clock banking support and advice to ensure that daily banking needs are met. We also work for other family offices and trustees under specific mandates to help achieve their aims. |
MF |
|
|
B Capital S.A. |
Lorne |
Baring |
Managing Director |
Phone: 41 223 177 828, London: 44 203 174-0860, Mobile: 44 753 974-5009 |
41 225 457 714 |
lorne.baring@b-cap.ch |
|
Rue Jean-Calvin 14 |
Genève |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/lorne-baring-2347b986/ |
Private Equity, Real Estate, Alternative Investments |
2.008 |
|
|
https://www.linkedin.com/company/b-capital-s.a./ |
https://bcapital.partners/ |
Established in 2008, B Capital is a Swiss multi-family office & investment management firm. We have teams in Geneva, London, Malta, Lisbon and the Cayman Islands.
Since 2008, we have supported high net worth individuals and their families in managing, protecting and growing their wealth. We offer a family office service to our clients with round the clock banking support and advice to ensure that daily banking needs are met. We also work for other family offices and trustees under specific mandates to help achieve their aims. |
MF |
|
| 69 |
B10 Asset Management Ltd |
Carlo |
Eräkallio |
Chief Executive Officer |
358 10 583 2200 |
|
carlo.erakallio@b10.fi |
info@b10.fi |
Georgsgatan 9 A |
Helsinki |
|
00120 |
Finland |
Europe |
https://www.linkedin.com/in/carloerakallio/ |
Alternative Investments, Alternative Funds, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/b10-family-office/ |
https://b10.fi/home/ |
B10 Asset Management is a Finnish unique Multi-Family Office focusing on the strategic planning and tactical management of wealth for considerable families. |
MF |
|
|
B10 Asset Management Ltd |
Juha |
Warma |
Investment Specialist |
358 10 583 2200 |
|
juha.warma@b10.fi |
info@b10.fi |
Georgsgatan 9 A |
Helsinki |
|
00120 |
Finland |
Europe |
https://www.linkedin.com/in/juha-warma-cfa-b632801/ |
Alternative Investments, Alternative Funds, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/b10-family-office/ |
https://b10.fi/home/ |
B10 Asset Management is a Finnish unique Multi-Family Office focusing on the strategic planning and tactical management of wealth for considerable families. |
MF |
|
|
B10 Asset Management Ltd |
Niko |
Virkki |
Deputy CEO & Chief Operating Officer |
358 10 583 2200 |
|
niko.virkki@b10.fi |
info@b10.fi |
Georgsgatan 9 A |
Helsinki |
|
00120 |
Finland |
Europe |
https://www.linkedin.com/in/niko-virkki-753bb948/ |
Alternative Investments, Alternative Funds, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/b10-family-office/ |
https://b10.fi/home/ |
B10 Asset Management is a Finnish unique Multi-Family Office focusing on the strategic planning and tactical management of wealth for considerable families. |
MF |
|
| 70 |
Bacara Wealth Limited |
Charlotte |
Fletcher |
Director |
44 780 324-2767 |
44 142 329-0027 |
charlotte.fletcher@bacarawealth.com |
info@bacarawealth.com |
15 Stratton Street, Mayfair |
London |
|
W1J 8LQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/charlottefletcher/ |
Wealth Management, Wealth Protection, Trading Funds, Property Funds, Independant Financial Planning, Wills and Trusts, Charity Establishment, Philanthropy, and Alternative Investments |
2.016 |
|
|
|
https://www.linkedin.com/company/bacara-wealth/ |
Bacara Wealth is a multi family office based in London and Yorkshire. We offer a bespoke approach to wealth enhancement and protection for High Net Worth individuals, families and sophisticated investors. |
MF |
|
| 71 |
Bachow and Associates |
Paul |
Bachow |
Managing Director |
(610) 660-4900 |
|
pbachow@bachow.com |
info@bachow.com |
21200 NE 38th Ave, Unit 2101 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/paul-bachow-7ab339a/ |
Expansion Capital, Private Lending, Hedge Funds, Real Estate Development, Venture Capital, Private Equity |
|
|
|
|
|
Since inception in 1985, they have made more than 50 investments/acquisitions and produced high cash-on-cash and internal rates of return. They are looking for opportunities to invest in existing businesses, or to acquire companies. They will take either minority or majority positions. |
Private Equity |
|
| 72 |
Baker Street Advisors Group, LLC Family Wealth Management |
Christopher |
Wilkens |
Partner |
(415) 344-6180 |
|
chris@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-wilkens-4567971/ |
Hedge Funds, Private Equity, Alternative Investments |
2.003 |
$10B |
|
https://www.linkedin.com/company/baker-street-advisors/ |
https://www.bakerstreetadvisors.com/ |
Baker Street Advisors delivers customized wealth management solutions to financially successful
families and individuals. Simply put, we help our clients quantify what they have, calculate what
they need, chart the course between the two and ensure that they stay on path. |
MF |
|
|
Baker Street Advisors Group, LLC Family Wealth Management |
Jeff |
Colin |
Founder and Partner |
Mobile: (415) 608-6923 |
|
jeff@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jeffcolin/ |
Hedge Funds, Private Equity, Alternative Investments |
2.003 |
$10B |
|
https://www.linkedin.com/company/baker-street-advisors/ |
https://www.bakerstreetadvisors.com/ |
Baker Street Advisors delivers customized wealth management solutions to financially successful
families and individuals. Simply put, we help our clients quantify what they have, calculate what
they need, chart the course between the two and ensure that they stay on path. |
MF |
|
|
Baker Street Advisors Group, LLC Family Wealth Management |
Jennifer |
Bonvechio |
Vice President of Client Services |
(415) 344-6180 |
|
jennifer@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-bonvechio-06804418/ |
Hedge Funds, Private Equity, Alternative Investments |
2.003 |
$10B |
|
https://www.linkedin.com/company/baker-street-advisors/ |
https://www.bakerstreetadvisors.com/ |
Baker Street Advisors delivers customized wealth management solutions to financially successful
families and individuals. Simply put, we help our clients quantify what they have, calculate what
they need, chart the course between the two and ensure that they stay on path. |
MF |
|
|
Baker Street Advisors Group, LLC Family Wealth Management |
Michael |
van den Akker |
Partner |
(415) 344-6180 |
|
michael@bakerstreetadvisors.com |
info@bakerstreetadvisors.com |
575 Market Street, Suite 600 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/michael-van-den-akker-695a581a/ |
Hedge Funds, Private Equity, Alternative Investments |
2.003 |
$10B |
|
https://www.linkedin.com/company/baker-street-advisors/ |
https://www.bakerstreetadvisors.com/ |
Baker Street Advisors delivers customized wealth management solutions to financially successful
families and individuals. Simply put, we help our clients quantify what they have, calculate what
they need, chart the course between the two and ensure that they stay on path. |
MF |
|
| 73 |
Baldwin Brothers LLC |
Dylan |
Sage |
Managing Director |
Direct: (203) 434-7694 |
(508) 748-0806 |
dsage@baldwinbrothersinc.com |
|
50 Monte Cimas Ave. |
Mill Valley |
CA |
94941 |
United States of America |
North America |
https://www.linkedin.com/in/dylan-sage-8126882a/ |
Diversified Portfolios into Alternative Investments |
1.974 |
$800M |
|
https://www.linkedin.com/company/baldwin-brothers---wealth-management/ |
https://www.baldwin-llc.com/ |
Baldwin Brothers is an independent wealth management firm with over $800 million in assets, our twenty highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
Our full suite of Family Office Services will help you enjoy life right now and find peace of mind long into the future. The experience of managing wealth is never the same for any two individuals or families. It can be invigorating for some, and overwhelming for others. But in every case, wealth management comes with a lot of responsibility; for families, and for next generations – some of whom are learning how to navigate an increasingly complex financial environment. |
MF |
|
|
Baldwin Brothers LLC |
Bill |
Marvel |
Managing Director |
(508) 748-0800 |
(508) 748-0806 |
bmarvel@baldwinbrothersinc.com |
|
204 Spring Street |
Marion |
MA |
2738 |
United States of America |
North America |
https://www.linkedin.com/in/bill-marvel-46457/ |
Diversified Portfolios into Alternative Investments |
1.974 |
$800M |
|
https://www.linkedin.com/company/baldwin-brothers---wealth-management/ |
https://www.baldwin-llc.com/ |
Baldwin Brothers is an independent wealth management firm with over $800 million in assets, our twenty highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
Our full suite of Family Office Services will help you enjoy life right now and find peace of mind long into the future. The experience of managing wealth is never the same for any two individuals or families. It can be invigorating for some, and overwhelming for others. But in every case, wealth management comes with a lot of responsibility; for families, and for next generations – some of whom are learning how to navigate an increasingly complex financial environment. |
MF |
|
|
Baldwin Brothers LLC |
David |
Barrett |
Managing Partner & Chief Investment Officer |
(508) 748-0800 |
(508) 748-0806 |
dbarrett@baldwinbrothersinc.com |
|
204 Spring Street |
Marion |
MA |
2738 |
United States of America |
North America |
https://www.linkedin.com/in/david-barrett-404bb49/ |
Diversified Portfolios into Alternative Investments |
1.974 |
$800M |
|
https://www.linkedin.com/company/baldwin-brothers---wealth-management/ |
https://www.baldwin-llc.com/ |
Baldwin Brothers is an independent wealth management firm with over $800 million in assets, our twenty highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
Our full suite of Family Office Services will help you enjoy life right now and find peace of mind long into the future. The experience of managing wealth is never the same for any two individuals or families. It can be invigorating for some, and overwhelming for others. But in every case, wealth management comes with a lot of responsibility; for families, and for next generations – some of whom are learning how to navigate an increasingly complex financial environment. |
MF |
|
|
Baldwin Brothers LLC |
John |
Mannix |
Managing Director |
(508) 748-0800 |
(508) 748-0806 |
jmannix@baldwinbrothersinc.com |
|
204 Spring Street |
Marion |
MA |
2738 |
United States of America |
North America |
https://www.linkedin.com/in/john-mannix-1604006/ |
Diversified Portfolios into Alternative Investments |
1.974 |
$800M |
|
https://www.linkedin.com/company/baldwin-brothers---wealth-management/ |
https://www.baldwin-llc.com/ |
Baldwin Brothers is an independent wealth management firm with over $800 million in assets, our twenty highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
Our full suite of Family Office Services will help you enjoy life right now and find peace of mind long into the future. The experience of managing wealth is never the same for any two individuals or families. It can be invigorating for some, and overwhelming for others. But in every case, wealth management comes with a lot of responsibility; for families, and for next generations – some of whom are learning how to navigate an increasingly complex financial environment. |
MF |
|
|
Baldwin Brothers LLC |
Andrew |
Macken |
Managing Partner & Chief Investment Officer |
(508) 748-0709 |
(508) 748-0710 |
|
|
204 Spring Street |
Marion |
MA |
2738 |
United States of America |
North America |
https://www.linkedin.com/in/amacken/ |
Diversified Portfolios into Alternative Investments |
1.974 |
$800M |
|
http://cottagestreetadvisors.com/ |
https://www.baldwin-llc.com/ |
Baldwin Brothers is an independent wealth management firm with over $800 million in assets, our twenty highly experienced employees work closely together and with our clients to provide comprehensive investment advisory and family office services.
Our full suite of Family Office Services will help you enjoy life right now and find peace of mind long into the future. The experience of managing wealth is never the same for any two individuals or families. It can be invigorating for some, and overwhelming for others. But in every case, wealth management comes with a lot of responsibility; for families, and for next generations – some of whom are learning how to navigate an increasingly complex financial environment. |
MF |
|
| 74 |
Ballast Point Capital, LLC |
Stephen |
Collins |
Senior Vice President |
Direct: (813) 820-5718, Mobile: (843) 303-3331 |
|
sc@ballastpointcapital.com |
info@ballastpointcapital.com |
7901 4th Street N |
St. Petersburg |
FL |
33702 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-collins-442a732b/ |
* Public Equity: Growth, Value, Technology, Energy, Cyclical
* Private Equity: Manufacturing , Retail , Jewelry & Fashion , Hospitality, Hotel
* Financial Derivatives: Futures, Options, Commodities, Interest Rate Swaps
* Alternative Investments: Art, Collectibles, Cryptocurrency, Real Estate
M&A, Mergers and Acquisitions, Mergers & Acquisitions, Fixed Income |
2.014 |
|
|
https://www.linkedin.com/company/ballast-point-capital/ |
https://ballastpointcapital.com/ |
Based in Tampa, Florida, BPC is a well capitalized, high growth private investment firm and single family office focused on capital preservation, significant wealth generation and long term value creation with allocations across a wide variety of asset classes and investment strategies, including public and private equities, M&A, fixed income, commodities, derivatives, futures, alternatives and real estate.
BPC manages the investments on behalf of the Theofilos Family. We are entrepreneurs, investors and operators and bring a purpose-driven approach while providing a positive impact through our investments and philanthropies. Our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns.
With over 100 years of collective experience, BPC is led by a cohesive, efficient & diversified team with an entrepreneurial mentality inside an institutional framework. |
SF |
|
|
Ballast Point Capital, LLC |
John |
Theofilos |
Chief Executive Officer |
|
|
jt@ballastpointcapital.com |
info@ballastpointcapital.com |
7901 4th Street N |
St. Petersburg |
FL |
33702 |
United States of America |
North America |
https://www.linkedin.com/in/john-theofilos-94a12b146/ |
* Public Equity: Growth, Value, Technology, Energy, Cyclical
* Private Equity: Manufacturing , Retail , Jewelry & Fashion , Hospitality, Hotel
* Financial Derivatives: Futures, Options, Commodities, Interest Rate Swaps
* Alternative Investments: Art, Collectibles, Cryptocurrency, Real Estate
M&A, Mergers and Acquisitions, Mergers & Acquisitions, Fixed Income |
2.014 |
|
|
https://www.linkedin.com/company/ballast-point-capital/ |
https://ballastpointcapital.com/ |
Based in Tampa, Florida, BPC is a well capitalized, high growth private investment firm and single family office focused on capital preservation, significant wealth generation and long term value creation with allocations across a wide variety of asset classes and investment strategies, including public and private equities, M&A, fixed income, commodities, derivatives, futures, alternatives and real estate.
BPC manages the investments on behalf of the Theofilos Family. We are entrepreneurs, investors and operators and bring a purpose-driven approach while providing a positive impact through our investments and philanthropies. Our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns.
With over 100 years of collective experience, BPC is led by a cohesive, efficient & diversified team with an entrepreneurial mentality inside an institutional framework. |
SF |
|
|
Ballast Point Capital, LLC |
Michael |
Maniscalco |
COO & CFO |
|
|
mm@ballastpointcapital.com |
info@ballastpointcapital.com |
7901 4th Street N |
St. Petersburg |
FL |
33702 |
United States of America |
North America |
https://www.linkedin.com/in/michael-maniscalco-b3790423/ |
* Public Equity: Growth, Value, Technology, Energy, Cyclical
* Private Equity: Manufacturing , Retail , Jewelry & Fashion , Hospitality, Hotel
* Financial Derivatives: Futures, Options, Commodities, Interest Rate Swaps
* Alternative Investments: Art, Collectibles, Cryptocurrency, Real Estate
M&A, Mergers and Acquisitions, Mergers & Acquisitions, Fixed Income |
2.014 |
|
|
https://www.linkedin.com/company/ballast-point-capital/ |
https://ballastpointcapital.com/ |
Based in Tampa, Florida, BPC is a well capitalized, high growth private investment firm and single family office focused on capital preservation, significant wealth generation and long term value creation with allocations across a wide variety of asset classes and investment strategies, including public and private equities, M&A, fixed income, commodities, derivatives, futures, alternatives and real estate.
BPC manages the investments on behalf of the Theofilos Family. We are entrepreneurs, investors and operators and bring a purpose-driven approach while providing a positive impact through our investments and philanthropies. Our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns.
With over 100 years of collective experience, BPC is led by a cohesive, efficient & diversified team with an entrepreneurial mentality inside an institutional framework. |
SF |
|
|
Ballast Point Capital, LLC |
Stephen |
Collins |
Senior Vice President |
|
|
sc@ballastpointcapital.com |
info@ballastpointcapital.com |
7901 4th Street N |
St. Petersburg |
FL |
33702 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-collins-442a732b/ |
* Public Equity: Growth, Value, Technology, Energy, Cyclical
* Private Equity: Manufacturing , Retail , Jewelry & Fashion , Hospitality, Hotel
* Financial Derivatives: Futures, Options, Commodities, Interest Rate Swaps
* Alternative Investments: Art, Collectibles, Cryptocurrency, Real Estate
M&A, Mergers and Acquisitions, Mergers & Acquisitions, Fixed Income |
2.014 |
|
stephencollins@tampabay.rr.com |
https://www.linkedin.com/company/ballast-point-capital/ |
https://ballastpointcapital.com/ |
Based in Tampa, Florida, BPC is a well capitalized, high growth private investment firm and single family office focused on capital preservation, significant wealth generation and long term value creation with allocations across a wide variety of asset classes and investment strategies, including public and private equities, M&A, fixed income, commodities, derivatives, futures, alternatives and real estate.
BPC manages the investments on behalf of the Theofilos Family. We are entrepreneurs, investors and operators and bring a purpose-driven approach while providing a positive impact through our investments and philanthropies. Our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns.
With over 100 years of collective experience, BPC is led by a cohesive, efficient & diversified team with an entrepreneurial mentality inside an institutional framework. |
SF |
|
| 75 |
Balter Capital Management, LLC |
Bradley |
Balter |
Managing Partner |
(617) 742-4226 |
(617) 742-4224 |
bbalter@baltercap.com |
bcminfo@baltercap.com |
125 High Street, Oliver Street Tower, 8th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/bradbalter/ |
|
|
$1.3B |
|
|
http://www.baltercap.com/ |
Since inception in 2006, Balter Capital Management hs researched and analyzed non-traditional investments that include liquid alternatives, hedge funds, and private equity. Balter Capital Management focuses purely on hedge fund research and investing. This focus provides them clients with the highest level of insight and differentiation by applying their rigorous approach on sourcing, analyzing, monitoring and interacting with hedge funds. |
Fund-of-Fund |
|
|
Balter Capital Management, LLC |
Jay |
Warner |
Chief Investment Officer |
(617) 742-4226 |
(617) 742-4224 |
vchiang@baltercap.com |
bcminfo@baltercap.com |
125 High Street, Oliver Street Tower, 8th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/jay-warner-3869614/ |
|
|
$1.3B |
|
|
http://www.baltercap.com/ |
Since inception in 2006, Balter Capital Management hs researched and analyzed non-traditional investments that include liquid alternatives, hedge funds, and private equity. Balter Capital Management focuses purely on hedge fund research and investing. This focus provides them clients with the highest level of insight and differentiation by applying their rigorous approach on sourcing, analyzing, monitoring and interacting with hedge funds. |
Fund-of-Fund |
|
| 76 |
Banca del Ceresio Group |
Tiziano |
Brianza |
Managing Director |
41 919 238 422 |
41 919 235 508 |
tiziano.brianza@ceresiobank.com |
mail@ceresiobank.com |
Via Pretorio 13, Casella Postale 5895 |
Lugano |
|
CH-6901 |
Switzerland |
Europe |
https://www.linkedin.com/in/tiziano-brianza-a395754/ |
|
|
CHF 9B |
|
|
https://www.ceresiobank.com/ |
Banca del Ceresio Group manages a range of funds of hedge funds programmes with a geographic focus and emphasis on directional strategies. Global Selection Advisors, a fully owned subsidiary manages the Selection Holdings family of funds. For the Italian market Global Selection SGR manages “Fondi Speculativi”, Italian domiciled funds of hedge funds.
The same investment philosophy is also applied to Vitruvius a multi-advisor Luxembourg SICAV managed by Belgrave Capital Management in London. Vitruvius capitalizes on the Group's wealth of experience in the selection of talented fund managers in a traditional investment vehicle that is innovative in its conception and its management philosophy. The main characteristic that differentiates Vitruvius is that each portfolio is allocated to one or more external investment advisors, many of whom also manage hedge funds. |
Fund-of-Fund |
|
|
Banca del Ceresio Group |
Filippo |
Calda |
Managing Director |
39 230 377 301 |
41 919 235 508 |
info@globalselectionsgr.it |
mail@ceresiobank.com |
Via Pretorio 13, Casella Postale 5895 |
Lugano |
|
CH-6901 |
Switzerland |
Europe |
https://www.linkedin.com/in/filippo-calda-7794101/ |
|
|
CHF 9B |
|
|
https://www.ceresiobank.com/ |
Banca del Ceresio Group manages a range of funds of hedge funds programmes with a geographic focus and emphasis on directional strategies. Global Selection Advisors, a fully owned subsidiary manages the Selection Holdings family of funds. For the Italian market Global Selection SGR manages “Fondi Speculativi”, Italian domiciled funds of hedge funds.
The same investment philosophy is also applied to Vitruvius a multi-advisor Luxembourg SICAV managed by Belgrave Capital Management in London. Vitruvius capitalizes on the Group's wealth of experience in the selection of talented fund managers in a traditional investment vehicle that is innovative in its conception and its management philosophy. The main characteristic that differentiates Vitruvius is that each portfolio is allocated to one or more external investment advisors, many of whom also manage hedge funds. |
Fund-of-Fund |
|
| 77 |
Banque Heritage SA |
Carlos |
Esteve |
General Manager, CEO |
41 794 172 162 |
41 582 200 175 |
carlos.esteve@heritage.ch |
info@heritage.ch |
61, route de Chêne
Case Postale 6600 |
Geneva |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/cesteve/ |
Alternate Investments, Private Equity, Equity Funds, Venture Capital, Hedge Funds |
1.986 |
$5.7B |
c.esteve@heritage.ch |
https://www.linkedin.com/company/banque-heritage/ |
https://www.heritage.ch/ |
Founded in 1986 as the family office of the Esteve family, Banque Heritage is today a fully-regulated banking group headquartered in Geneva with an international franchise that currently spans Zurich, Lugano, Guernsey, Montevideo and Singapore.
There are also office locations in Zurich, Paris, Lugano, Singapore, Milano, Montevideo, and London. For the corresponding addresses and phone numbers, please see: http://www.heritage.ch/topnav/contact/index.lbl |
MF |
Mailing Address:
P.O. Box
8034 Zürich
Switzerland |
|
Banque Heritage SA |
Michael |
Welti |
Head of Private Banking |
Direct: 41 582 200 840, Mobile: 41 793 737 137 |
41 582 200 001 |
m.welti@heritage.ch |
info@heritage.ch |
61, route de Chêne
Case Postale 6600 |
Geneva |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/michaelwelti/ |
Alternate Investments, Private Equity, Equity Funds, Venture Capital, Hedge Funds |
1.986 |
$5.7B |
|
https://www.linkedin.com/company/banque-heritage/ |
https://www.heritage.ch/ |
Founded in 1986 as the family office of the Esteve family, Banque Heritage is today a fully-regulated banking group headquartered in Geneva with an international franchise that currently spans Zurich, Lugano, Guernsey, Montevideo and Singapore.
There are also office locations in Zurich, Paris, Lugano, Singapore, Milano, Montevideo, and London. For the corresponding addresses and phone numbers, please see: http://www.heritage.ch/topnav/contact/index.lbl |
MF |
Mailing Address:
P.O. Box
8034 Zürich
Switzerland |
|
Banque Heritage SA |
Jean-Christophe |
Rochat |
CIO, Head of Asset Management |
41 582 200 000 |
41 582 200 001 |
j.rochat@heritage.ch |
info@heritage.ch |
61, route de Chêne
Case Postale 6600 |
Geneva |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/jchristopherochat/ |
Alternate Investments, Private Equity, Equity Funds, Venture Capital, Hedge Funds |
1.986 |
$5.7B |
|
https://www.linkedin.com/company/banque-heritage/ |
https://www.heritage.ch/ |
Founded in 1986 as the family office of the Esteve family, Banque Heritage is today a fully-regulated banking group headquartered in Geneva with an international franchise that currently spans Zurich, Lugano, Guernsey, Montevideo and Singapore.
There are also office locations in Zurich, Paris, Lugano, Singapore, Milano, Montevideo, and London. For the corresponding addresses and phone numbers, please see: http://www.heritage.ch/topnav/contact/index.lbl |
MF |
Mailing Address:
P.O. Box
8034 Zürich
Switzerland |
|
Banque Heritage SA |
Marcos |
Esteve |
Chief Financial Officer & Chief Operating Officer, Group Managing Director & Member, Executive Committee |
41 582 200 000 |
41 582 200 001 |
marcos.esteve@heritage.ch |
info@heritage.ch |
61, route de Chêne
Case Postale 6600 |
Geneva |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/marcos-esteve-2a22b5/ |
Alternate Investments, Private Equity, Equity Funds, Venture Capital, Hedge Funds |
1.986 |
$5.7B |
|
https://www.linkedin.com/company/banque-heritage/ |
https://www.heritage.ch/ |
Founded in 1986 as the family office of the Esteve family, Banque Heritage is today a fully-regulated banking group headquartered in Geneva with an international franchise that currently spans Zurich, Lugano, Guernsey, Montevideo and Singapore.
There are also office locations in Zurich, Paris, Lugano, Singapore, Milano, Montevideo, and London. For the corresponding addresses and phone numbers, please see: http://www.heritage.ch/topnav/contact/index.lbl |
MF |
Mailing Address:
P.O. Box
8034 Zürich
Switzerland |
| 78 |
Barings LLC (fka Babson Capital Management) |
Thomas |
Finke |
Chairman and CEO |
(704) 805-7200 |
|
thomas.finke@barings.com |
info@barings.com |
300 South Tryon Street Suite 2500 |
Charlotte |
NC |
28202 |
United States of America |
North America |
|
Fixed Income, High Yield, Structured Credit, Private Credit, Emerging Markets, Investment Grade, Equities, Emerging Markets Equities, Small Cap Equities, Global Equities, Alternatives, Real Estate, Funds & Co-Investments, Private Equity/Real Assets, Multi Asset |
|
$338B |
|
https://www.linkedin.com/in/thomas-finke-83075a6/ |
https://www.barings.com/ |
Barings LLC is a privately owned investment manager. It provides its services to sophisticated investors, including among others, pension plans, endowments, foundations, government entities and agencies, insurance companies, banks, private investment funds such as hedge funds, private equity funds and structured funds, registered investment companies, large family offices and other capital markets participants. The firm manages separate client-focused equity and fixed income portfolios. It also manages equity, fixed income, and balanced mutual funds. The firm also manages hedge funds for its clients. It invests in the public equity, fixed income, and alternative markets across the globe including emerging markets. The firm typically invests in value and growth stocks of small-cap, mid-cap, and large-cap companies with an emphasis on micro-cap and small-cap companies. |
Private Equity |
|
| 79 |
Barnett Family Office |
Elan |
Peretz |
Managing Director & General Counsel |
(847) 656-1100 |
|
eperetz@barnettcapital.com |
info@barnettcapital.com |
450 Skokie Blvd., Suite 604 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/elan-peretz-a224aa5/ |
Real Estate, Multifamily, Singlefamily, Apartments, Commercial |
|
|
info@mysite.com |
https://www.lplegal.com/clients/barnett-capital |
https://www.barnettcapital.com/ |
Barnett Capital is the direct alternative investment platform for the Barnett Family Office, a single family office located in Northbrook, Illinois. Barnett Capital's direct investments focus on its core competencies in real estate and specialty finance and include portfolios of commercial and industrial properties nationwide, as well as multifamily and single family residential properties throughout Chicago. Barnett Capital also provides joint venture equity to commercial and residential real estate projects as well as bridge loans secured by real estate and machinery and equipment. |
SF |
|
| 80 |
Batoff Associates Family Office |
Justin |
Batoff |
Associate Attorney |
Office: (410) 864-6210, Direct: (410) 864-6212 |
(443) 438-1554 |
jbatoff@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/justin-batoff-34431035/ |
Leisure Activities, Alternative Investing, Concierge Services |
1.990 |
|
jbatoff@oldlinesociety.org |
https://mailchi.mp/d703f3be4286/old-line-society-maryland |
https://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. Our staff guides each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows – in lifestyle, maintenance, legacy planning, and philanthropy.
As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. Our interdisciplinary services enable us to apply a holistic approach and perspective to our clients’ complex financial needs. |
MF |
|
|
Batoff Associates Family Office |
Rosemary |
Ryan |
Paralegal |
Office: (410) 864-6210, Direct: (410) 864-6213 |
(443) 438-1554 |
rryan@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/rosemary-ryan-842154182/ |
Leisure Activities, Alternative Investing, Concierge Services |
1.990 |
|
|
https://www.linkedin.com/company/batoff-associates-p-a-/ |
https://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. Our staff guides each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows – in lifestyle, maintenance, legacy planning, and philanthropy.
As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. Our interdisciplinary services enable us to apply a holistic approach and perspective to our clients’ complex financial needs. |
MF |
|
|
Batoff Associates Family Office |
Steven |
Batoff |
President |
Office: (410) 864-6210, Direct: (410) 864-6211 |
(443) 438-1554 |
sbatoff@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/steven-batoff-97634115/ |
Leisure Activities, Alternative Investing, Concierge Services |
1.990 |
|
|
https://www.linkedin.com/company/batoff-associates-p-a-/ |
https://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. Our staff guides each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows – in lifestyle, maintenance, legacy planning, and philanthropy.
As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. Our interdisciplinary services enable us to apply a holistic approach and perspective to our clients’ complex financial needs. |
MF |
|
|
Batoff Associates Family Office |
Stephanie |
Blair |
Attorney |
Office: (410) 864-6210, Direct: (410) 864-6216 |
(443) 438-1554 |
sblair@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/stephanie-blair-esq-8b524739/ |
Leisure Activities, Alternative Investing, Concierge Services |
1.990 |
|
|
https://www.linkedin.com/company/batoff-associates-p-a-/ |
https://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. Our staff guides each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows – in lifestyle, maintenance, legacy planning, and philanthropy.
As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. Our interdisciplinary services enable us to apply a holistic approach and perspective to our clients’ complex financial needs. |
MF |
|
| 81 |
Battery Global Advisors |
Matya |
Schachter |
Senior Investment Analyst |
(617) 948-3800 |
(617) 948-3801 |
minyantehillah@gmail.com |
info@batteryglobaladvisors.com |
1 Marina Park Drive, Suite 1150 |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/matyaschachter/ |
Alternative Investments, Real Estate, Equities, Private Equity, Hedge Funds |
2.005 |
$892M |
|
http://www.minyantehillah.org/ |
https://bga.com/ |
Battery Global Advisors is an independent investment manager and multi family office provider registered as an investment adviser with the SEC. |
MF |
|
|
Battery Global Advisors |
Alex |
Cobb |
Director of Investments |
(617) 948-3800 |
(617) 948-3801 |
acobb@batteryglobaladvisors.com |
info@batteryglobaladvisors.com |
1 Marina Park Drive, Suite 1150 |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/alexcobb00/ |
Alternative Investments, Real Estate, Equities, Private Equity, Hedge Funds |
2.005 |
$892M |
|
https://www.linkedin.com/company/battery-global-advisors/ |
https://bga.com/ |
Battery Global Advisors is an independent investment manager and multi family office provider registered as an investment adviser with the SEC. |
MF |
|
|
Battery Global Advisors |
John |
O'Connor |
CIO & CEO |
(617) 948-3800 |
(617) 948-3801 |
joconnor@batteryglobaladvisors.com |
info@batteryglobaladvisors.com |
1 Marina Park Drive, Suite 1150 |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/john-o-connor-07265413/ |
Alternative Investments, Real Estate, Equities, Private Equity, Hedge Funds |
2.005 |
$892M |
|
https://www.linkedin.com/company/battery-global-advisors/ |
https://bga.com/ |
Battery Global Advisors is an independent investment manager and multi family office provider registered as an investment adviser with the SEC. |
MF |
|
| 82 |
Bavishi Family Office |
Pratik |
Bavishi |
Portfolio Manager |
|
|
pratik9999@gmail.com |
|
|
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/pratik-bavishi-cfa-13b35b13/ |
Asset Classes including Equities (incl. derivatives), Fixed Income, Forex and Alternatives. Investments are mostly related to developed markets(US, Europe) and EM(India). |
2.014 |
|
|
|
|
Responsible for managing a portfolio of investments across asset classes including Equities (incl. derivatives), Fixed Income, Forex and Alternatives. Investments are mostly related to developed markets(US, Europe) and EM(India). |
SF |
|
| 83 |
BBH Multi-Family Office |
Kathryn |
George |
Partner |
(212) 483-1818 |
|
kathryn.george@bbh.com |
|
140 Broadway |
New York |
NY |
10005-1101 |
United States of America |
North America |
https://www.linkedin.com/in/kathryngeorgetyree/ |
Endowment Fund, Foundation, Private Equity, Alternative Investments, Investment Banking |
1.818 |
$2B |
|
https://www.linkedin.com/company/brown-brothers-harriman/ |
https://www.bbh.com/us/en/what-we-do/private-banking/multi-family-office.html |
In the BBH Multi-Family Office, we put clients above all else, enabling us to establish relationships that span generations. In collaborating with you to build an enduring family office, our first step is understanding your current circumstances and values. Next, we identify needs, inventory service providers and build a cohesive team of experts. Perhaps the most valuable work we do with our families in advising their family offices is sharing best practices and ideas based on our deep experience in working with families in similar circumstances. Each family office is truly one of a kind. |
MF |
|
|
BBH Multi-Family Office |
Nichol |
MacManus |
Managing Director |
(212) 483-1818 |
|
nichol.macmanus@bbh.com |
|
140 Broadway |
New York |
NY |
10005-1101 |
United States of America |
North America |
https://www.linkedin.com/in/nichol-macmanus-13502a122/ |
Endowment Fund, Foundation, Private Equity, Alternative Investments, Investment Banking |
1.818 |
$2B |
|
https://www.linkedin.com/company/brown-brothers-harriman/ |
https://www.bbh.com/us/en/what-we-do/private-banking/multi-family-office.html |
In the BBH Multi-Family Office, we put clients above all else, enabling us to establish relationships that span generations. In collaborating with you to build an enduring family office, our first step is understanding your current circumstances and values. Next, we identify needs, inventory service providers and build a cohesive team of experts. Perhaps the most valuable work we do with our families in advising their family offices is sharing best practices and ideas based on our deep experience in working with families in similar circumstances. Each family office is truly one of a kind. |
MF |
|
|
BBH Multi-Family Office |
Suzanne |
Brenner |
Partner & Chief Investment Officer |
(212) 483-1818 |
|
suzanne.brenner@bbh.com |
|
140 Broadway |
New York |
NY |
10005-1101 |
United States of America |
North America |
https://www.linkedin.com/in/suzanne-brenner-61774a/ |
Endowment Fund, Foundation, Private Equity, Alternative Investments, Investment Banking |
1.818 |
$2B |
|
https://www.linkedin.com/company/brown-brothers-harriman/ |
https://www.bbh.com/us/en/what-we-do/private-banking/multi-family-office.html |
In the BBH Multi-Family Office, we put clients above all else, enabling us to establish relationships that span generations. In collaborating with you to build an enduring family office, our first step is understanding your current circumstances and values. Next, we identify needs, inventory service providers and build a cohesive team of experts. Perhaps the most valuable work we do with our families in advising their family offices is sharing best practices and ideas based on our deep experience in working with families in similar circumstances. Each family office is truly one of a kind. |
MF |
|
|
BBH Multi-Family Office |
David |
Bainbridge |
Managing Director |
(212) 483-1818 |
|
david.bainbridge@bbh.com |
|
140 Broadway |
New York |
NY |
10005-1101 |
United States of America |
North America |
https://www.linkedin.com/in/david-bainbridge-a1a80659/ |
Endowment Fund, Foundation, Private Equity, Alternative Investments, Investment Banking |
1.818 |
$2B |
davidbainbridge10@gmail.com |
https://www.linkedin.com/company/brown-brothers-harriman/ |
https://www.bbh.com/us/en/what-we-do/private-banking/multi-family-office.html |
In the BBH Multi-Family Office, we put clients above all else, enabling us to establish relationships that span generations. In collaborating with you to build an enduring family office, our first step is understanding your current circumstances and values. Next, we identify needs, inventory service providers and build a cohesive team of experts. Perhaps the most valuable work we do with our families in advising their family offices is sharing best practices and ideas based on our deep experience in working with families in similar circumstances. Each family office is truly one of a kind. |
MF |
|
|
BBH Multi-Family Office |
Kyle |
Barndollar |
Vice President |
(212) 483-1818 |
|
kyle.barndollar@bbh.com |
|
140 Broadway |
New York |
NY |
10005-1101 |
United States of America |
North America |
https://www.linkedin.com/in/kylebarndollar/ |
Endowment Fund, Foundation, Private Equity, Alternative Investments, Investment Banking |
1.818 |
$2B |
|
https://www.linkedin.com/company/brown-brothers-harriman/ |
https://www.bbh.com/us/en/what-we-do/private-banking/multi-family-office.html |
In the BBH Multi-Family Office, we put clients above all else, enabling us to establish relationships that span generations. In collaborating with you to build an enduring family office, our first step is understanding your current circumstances and values. Next, we identify needs, inventory service providers and build a cohesive team of experts. Perhaps the most valuable work we do with our families in advising their family offices is sharing best practices and ideas based on our deep experience in working with families in similar circumstances. Each family office is truly one of a kind. |
MF |
|
|
BBH Multi-Family Office |
Rishi |
Bhandari |
Vice President |
(212) 483-1818 |
|
rishi.bhandari@bbh.com |
|
140 Broadway |
New York |
NY |
10005-1101 |
United States of America |
North America |
https://www.linkedin.com/in/rishi-bhandari-a5137923/ |
Endowment Fund, Foundation, Private Equity, Alternative Investments, Investment Banking |
1.818 |
$2B |
|
https://www.linkedin.com/company/brown-brothers-harriman/ |
https://www.bbh.com/us/en/what-we-do/private-banking/multi-family-office.html |
In the BBH Multi-Family Office, we put clients above all else, enabling us to establish relationships that span generations. In collaborating with you to build an enduring family office, our first step is understanding your current circumstances and values. Next, we identify needs, inventory service providers and build a cohesive team of experts. Perhaps the most valuable work we do with our families in advising their family offices is sharing best practices and ideas based on our deep experience in working with families in similar circumstances. Each family office is truly one of a kind. |
MF |
|
| 84 |
Bedi Capital LLP |
Amit |
Bedi |
Managing Partner |
44 207 993-5054 |
44 207 492-9922 |
amit.bedi@bedicapital.com |
info@bedicapital.com |
Suite 155, 8 Shepherd Market, Curzon Street, Mayfair |
London |
|
W1J 7JY |
United Kingdom |
Europe |
https://www.linkedin.com/in/amit-b-9844b1a/ |
Alternative Asset, Hedge Funds, Fund of Hedge Funds, Private Equity Funds, Real Estate Funds, Mergers and Acquisitions, M&A, Infrastructure Funds |
2.005 |
$3B |
|
https://www.linkedin.com/company/bedi-capital-llp/ |
http://www.bedicapital.com/ |
Bedi Capital Investment, Multi Family Office providing wealth management, alternative asset management, & corporate finance. |
MF |
|
|
Bedi Capital LLP |
Robert |
Large |
Partner & European Alternative Investments Director |
44 207 993-5054 |
44 207 492-9922 |
robert.large@bedicapital.com |
info@bedicapital.com |
Suite 155, 8 Shepherd Market, Curzon Street, Mayfair |
London |
|
W1J 7JY |
United Kingdom |
Europe |
|
Alternative Asset, Hedge Funds, Fund of Hedge Funds, Private Equity Funds, Real Estate Funds, Mergers and Acquisitions, M&A, Infrastructure Funds |
2.005 |
$3B |
|
Lauderdale Asset Management Limited
Address: Suite 3, Horizon View Building
Nugent Road, St. Thomas’ Parish,
Charlestown,
Nevis,
St Kitts & Nevis
West Indies
E-mail : info@lauderdaleassetmanagement.com |
http://www.bedicapital.com/ |
Bedi Capital Investment, Multi Family Office providing wealth management, alternative asset management, & corporate finance. |
MF |
|
| 85 |
Bedrock SA |
Alexandre |
Koifman |
Managing Partner & Co-Founder |
44 207 518-8815 |
44 207 518-8819 |
sandy.koifman@bedrockgroup.ch |
info@bedrockgroup.ch |
33 Glasshouse Street |
London |
|
W1B 5DG |
United Kingdom |
Europe |
|
Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Property, Commodities. |
2.004 |
$10B |
|
https://www.linkedin.com/company/bedrock-asset-management/ |
https://www.bedrockgroup.com/ |
Bedrock is a multi family office founded by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi n 2004. |
MF |
41 22 592 54 59
E info@bedrockgroup.ch |
|
Bedrock SA |
Keyvan |
Khosrovshahi |
Chief Operating Officer |
44 207 518-8815 |
44 207 518-8819 |
keyvan.khosrovshahi@bedrockgroup.ch |
info@bedrockgroup.ch |
33 Glasshouse Street |
London |
|
W1B 5DG |
United Kingdom |
Europe |
https://www.linkedin.com/in/keyvan-khosrovshahi-1a242815/ |
Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Property, Commodities. |
2.004 |
$10B |
|
https://www.linkedin.com/company/bedrock-asset-management/ |
https://www.bedrockgroup.com/ |
Bedrock is a multi family office founded by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi n 2004. |
MF |
41 22 592 54 59
E info@bedrockgroup.ch |
| 86 |
Bellevie Family Trust |
Anyes |
Adams |
Trustee |
41 272 071 753 |
|
anyes@anyesadams.com |
|
Chemin des Affortses 4 |
Vex |
|
1981 |
Switzerland |
Europe |
https://www.linkedin.com/in/agnesadams/ |
Hedge Funds and Private Equity |
2.006 |
|
|
|
http://www.anyesadams.com/ |
Bellevie Family Trust is a small family office investing in some hedge funds and private equity, with sustainability as our investment theme. |
SF |
|
| 87 |
Belmont Multi Family Office S.A.M. |
James |
Theo |
Co-Director |
377 97 778 638 |
377 97 778 635 |
jt@belmontmfo.com |
office@belmontmfo.com |
4th Floor Boulingrins, 5 Bis Avenue Princesse Alice |
Monte Carlo |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/jamestheo/ |
Real Estate, Alternative Investments |
|
|
|
https://www.linkedin.com/company/belmontmfo/ |
https://www.belmontmfo.com/ |
Belmont is a Multi Family Office based in Monaco. The world is fast changing. Taxes and regulations are multiplying and becoming more complex. We help you navigate the minefield to find workable solutions to allow for efficient structuring and peace of mind.
An essential task for any family, we guide you through a carefully designed estate review to ensure family wealth is protected and your wishes are followed through smoothly.
We assist our clients explore and ultimately identify their goals and objectives for their wealth. We then review their assets and liabilities, income and expenditure, creating a plan with them to achieve their goals.
Belmont is an independent firm with no links to or relationships with investment managers. We help you choose the managers best suited to you and then carefully monitor their progress to identify weaknesses. |
MF |
|
|
Belmont Multi Family Office S.A.M. |
Christopher |
Theo |
President |
377 97 778 638 |
377 97 778 635 |
ct@belmontmfo.com |
office@belmontmfo.com |
4th Floor Boulingrins, 5 Bis Avenue Princesse Alice |
Monte Carlo |
|
98000 |
Monaco |
Europe |
|
Real Estate, Alternative Investments |
|
|
|
https://www.linkedin.com/company/belmontmfo/ |
https://www.belmontmfo.com/ |
Belmont is a Multi Family Office based in Monaco. The world is fast changing. Taxes and regulations are multiplying and becoming more complex. We help you navigate the minefield to find workable solutions to allow for efficient structuring and peace of mind.
An essential task for any family, we guide you through a carefully designed estate review to ensure family wealth is protected and your wishes are followed through smoothly.
We assist our clients explore and ultimately identify their goals and objectives for their wealth. We then review their assets and liabilities, income and expenditure, creating a plan with them to achieve their goals.
Belmont is an independent firm with no links to or relationships with investment managers. We help you choose the managers best suited to you and then carefully monitor their progress to identify weaknesses. |
MF |
|
|
Belmont Multi Family Office S.A.M. |
Camille |
Napoleoni |
Legal & Tax Specialist |
377 97 778 638 |
377 97 778 635 |
cn@belmontmfo.com |
office@belmontmfo.com |
4th Floor Boulingrins, 5 Bis Avenue Princesse Alice |
Monte Carlo |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/camille-n-25268042/ |
Real Estate, Alternative Investments |
|
|
|
https://www.linkedin.com/company/belmontmfo/ |
https://www.belmontmfo.com/ |
Belmont is a Multi Family Office based in Monaco. The world is fast changing. Taxes and regulations are multiplying and becoming more complex. We help you navigate the minefield to find workable solutions to allow for efficient structuring and peace of mind.
An essential task for any family, we guide you through a carefully designed estate review to ensure family wealth is protected and your wishes are followed through smoothly.
We assist our clients explore and ultimately identify their goals and objectives for their wealth. We then review their assets and liabilities, income and expenditure, creating a plan with them to achieve their goals.
Belmont is an independent firm with no links to or relationships with investment managers. We help you choose the managers best suited to you and then carefully monitor their progress to identify weaknesses. |
MF |
|
| 88 |
Belvédère Asset Management AG |
Giorgio |
Saraco |
Chief Executive Officer |
41 432 447 788 |
41 432 447 700 |
giorgio.saraco@belvedere-am.com |
info@belvedere-am.com |
Bellerivestrasse 42 |
Zurich |
|
CH-8034 |
Switzerland |
Europe |
https://www.linkedin.com/in/giorgio-saraco-5447791a3/ |
Alternative Investments, Hedge Funds, Real Estate, Art |
2.001 |
$9.5B |
|
https://www.linkedin.com/company/belvedere-am/ |
https://www.belvedere-am.com/ |
As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. |
MF |
|
|
Belvédère Asset Management AG |
Michael |
Seifert |
Head Asset Management |
41 432 447 729 |
41 432 447 700 |
michael.seifert@belvedere-am.com |
info@belvedere-am.com |
Bellerivestrasse 42 |
Zurich |
|
CH-8034 |
Switzerland |
Europe |
|
Alternative Investments, Hedge Funds, Real Estate, Art |
2.001 |
$9.5B |
|
https://www.linkedin.com/company/belvedere-am/ |
https://www.belvedere-am.com/ |
As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. |
MF |
|
|
Belvédère Asset Management AG |
Beatrice |
Gyssler |
Senior Associate Family Office |
41 432 447 777 |
41 432 447 700 |
beatrice.gyssler@belvedere-am.com |
info@belvedere-am.com |
Bellerivestrasse 42 |
Zurich |
|
CH-8034 |
Switzerland |
Europe |
|
Alternative Investments, Hedge Funds, Real Estate, Art |
2.001 |
$9.5B |
|
https://www.linkedin.com/company/belvedere-am/ |
https://www.belvedere-am.com/ |
As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. |
MF |
|
|
Belvédère Asset Management AG |
Nicole |
Steinmann |
Assistant Family Office |
41 432 447 777 |
41 432 447 700 |
nicole.steinmann@belvedere-am.com |
info@belvedere-am.com |
Bellerivestrasse 42 |
Zurich |
|
CH-8034 |
Switzerland |
Europe |
|
Alternative Investments, Hedge Funds, Real Estate, Art |
2.001 |
$9.5B |
|
https://www.linkedin.com/company/belvedere-am/ |
https://www.belvedere-am.com/ |
As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. |
MF |
|
|
Belvédère Asset Management AG |
Thomas |
Fischli |
Deputy CEO & Head Clients |
41 432 447 777 |
41 432 447 700 |
thomas.fischli@belvedere-am.com |
info@belvedere-am.com |
Bellerivestrasse 42 |
Zurich |
|
CH-8034 |
Switzerland |
Europe |
https://www.linkedin.com/in/thomas-fischli-680b00180/ |
Alternative Investments, Hedge Funds, Real Estate, Art |
2.001 |
$9.5B |
|
https://www.linkedin.com/company/belvedere-am/ |
https://www.belvedere-am.com/ |
As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. |
MF |
|
|
Belvédère Asset Management AG |
Thérèse |
Lucienne Meier |
Managing Partner & CEO |
41 432 447 722 |
41 432 447 700 |
therese.meier@belvedere-am.com |
info@belvedere-am.com |
Bellerivestrasse 42 |
Zurich |
|
CH-8034 |
Switzerland |
Europe |
|
Alternative Investments, Hedge Funds, Real Estate, Art |
2.001 |
$9.5B |
|
https://www.linkedin.com/company/belvedere-am/ |
https://www.belvedere-am.com/ |
As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. |
MF |
|
| 89 |
Belvoir Capital AG |
Steffen |
Bauke |
Chief Executive Officer |
41 442 063 040 |
|
|
info@belvoircapital.com |
Beethovenstrasse 9 |
Zurich |
|
CH-8027 |
Switzerland |
Europe |
https://www.linkedin.com/in/steffen-bauke/ |
Real Estate, Alternative Investments |
|
|
|
https://www.linkedin.com/company/belvoir-capital-ag/ |
https://belvoircapital.com/ |
We are an independent, FINMA regulated multi family office based in Zurich. We are also an active member of the Swiss Association of Asset Managers (SAAM). |
MF |
|
| 90 |
Benchmark Plus Management LLC |
Robert |
Ferguson |
Chief Investment Officer |
(253) 573-0657 |
(253) 396-9066 |
rferguson@bpfunds.com |
investorrelations@bpfunds.com |
820 A Street, Suite 700 |
Tacoma |
WA |
98402 |
United States of America |
North America |
https://www.linkedin.com/in/robert-ferguson-bb281925/ |
|
|
$1B |
|
|
http://bpfunds.com/ |
Benchmark Plus is a hedge fund of fund based in Tacoma, WA. The firm provides an asset management platform in addition to thematic, specialty alternative funds. We believe the effective use of alternative investments drives successful active management. At BenchmarkPlus, we've been managing portfolios and bringing to market innovative solutions for over 20 years. Our highly skilled team is specifically assembled of professionals with diverse and practical experience executing direct investments across a wide range of capital market activities, having held previous positions with top-tier institutions. |
Fund-of-Fund |
|
|
Benchmark Plus Management LLC |
Greg |
Eyerly |
Director, Business Development |
Office: (253) 220-9650, Mobile: (503) 819-2223 |
(253) 396-9066 |
geyerly@bpfunds.com |
investorrelations@bpfunds.com |
820 A Street, Suite 700 |
Tacoma |
WA |
98402 |
United States of America |
North America |
https://www.linkedin.com/in/gregeyerly/ |
|
|
$1B |
|
|
http://bpfunds.com/ |
Benchmark Plus is a hedge fund of fund based in Tacoma, WA. The firm provides an asset management platform in addition to thematic, specialty alternative funds. We believe the effective use of alternative investments drives successful active management. At BenchmarkPlus, we've been managing portfolios and bringing to market innovative solutions for over 20 years. Our highly skilled team is specifically assembled of professionals with diverse and practical experience executing direct investments across a wide range of capital market activities, having held previous positions with top-tier institutions. |
Fund-of-Fund |
|
| 91 |
Bennett & Porter |
Jack |
Bennett |
President, Founding Partner |
(480) 212-1150 |
(480) 212-1151 |
jbennett@bapins.com |
agency@bapins.com |
3200 N Hayden Rd, Suite #310 |
Scottsdale |
AZ |
85251 |
United States of America |
North America |
https://www.linkedin.com/in/jack-bennett-b2552015/ |
Alternative Investments, Insurance |
2.002 |
$320M |
agency@bennettandporter.com |
|
https://www.bennettandporter.com/ |
Structurally, Bennett & Porter is designed to operate as a “multi-family office” model; offering a breadth of services that allow individuals, families and businesses to have a single point-of-contact for all their wealth management and insurance needs. Our relationships are built upon tailored solutions, specialized expertise and responsive service. |
MF |
|
| 92 |
Berggruen Holdings |
Samuel |
Czarny |
Managing Director |
49 30 259 399 611 |
|
sc@berggruenholdings.de |
pipeline@berggruenholdings.com |
304 S. Broadway, Suite 550 |
Los Angeles |
CA |
90013 |
United States of America |
North America |
|
Mixed-use Real Estate, Residential Real Estate, Real Estate Development, Multifamily Real Estate, Property |
2.005 |
|
|
|
https://www.berggruenholdings.com/ |
Berggruen Holdings is a private company, with interests in private equity, stocks and bonds, hedge funds, art and real estate, which manages funds of the Berggruen family. Over the last 20 years, Berggruen Holdings and related entities have made well over 100 direct investments using its proprietary capital, which allows for longer investment horizons, flexibility in financing and swift investment decisions. Nicolas Berggruen is the Chairman of the Board of Berggruen Holdings. |
PERE |
|
|
Berggruen Holdings |
Mehmet |
Kosematoglu |
Managing Director |
90 212 236 3499 |
|
mk@berggruenholdings.com |
pipeline@berggruenholdings.com |
304 S. Broadway, Suite 550 |
Los Angeles |
CA |
90013 |
United States of America |
North America |
|
Mixed-use Real Estate, Residential Real Estate, Real Estate Development, Multifamily Real Estate, Property |
2.005 |
|
|
|
https://www.berggruenholdings.com/ |
Berggruen Holdings is a private company, with interests in private equity, stocks and bonds, hedge funds, art and real estate, which manages funds of the Berggruen family. Over the last 20 years, Berggruen Holdings and related entities have made well over 100 direct investments using its proprietary capital, which allows for longer investment horizons, flexibility in financing and swift investment decisions. Nicolas Berggruen is the Chairman of the Board of Berggruen Holdings. |
PERE |
|
| 93 |
Berkana Patrimonio |
Daniel |
Carlier |
Fixed Income Portfolio Manager |
55 (11) 3016-0130 |
|
danielf.carlier@gmail.com |
|
Avenida Juscelino Kubitscheck, 360 – 9º Andar, Vila Nova Conceição |
Sao Paulo |
SP |
04543-000 |
Brazil |
South America |
https://www.linkedin.com/in/danielfcarlier/ |
Private Equity, Real Estate, Hedge Funds |
1.999 |
$500M |
|
https://www.linkedin.com/company/berkana-patrimonio/ |
https://berkanapatrimonio.com.br/ |
Berkana Patrimonio is a Multi Family Office regulated by ANBIMA and a Resource Manager accredited by the CVM. We were born in 1999 and became a reference in the Family Offices market in Brazil. We work with family assets, without resorting only to liquidity. Together with our clients we think about the best tax structure, corporate structure and also the succession planning for your equity. |
MF |
|
| 94 |
Berna S.A. |
Carlos Alberto |
Bravo Tapia |
Partner |
56 2 2207 2164 |
|
|
info@berna.cl |
La Macarena #63, Las Condes |
|
Santiago de Chile |
|
Chile |
South America |
https://www.linkedin.com/in/carlos-alberto-bravo-tapia-25a87273/ |
Alternative Investments, Private Equity, M&A |
1.998 |
|
|
http://bravuracapital.com/
http://blfa.com/
http://grazcapital.com/ |
https://berna.cl/ |
Since 1998 we offer services in Corporate Finance, and from 2009 incorporate Multi Family Office services. In Bern all our areas work together like the gears of a Swiss watch. |
MF |
|
|
Berna S.A. |
Erwin |
Boronig |
Partner |
56 2 370 2937 |
|
erwin.boronig@berna.cl |
info@berna.cl |
La Macarena #63, Las Condes |
|
Santiago de Chile |
|
Chile |
South America |
https://www.linkedin.com/in/erwinboronig/ |
Alternative Investments, Private Equity, M&A |
1.998 |
|
ebe@puc.cl, erwin.boronig@berna.cl |
http://www.ing.uc.cl/cuerpo-docente/boronig/
http://bravuracapital.com/
http://blfa.com/
http://grazcapital.com/ |
https://berna.cl/ |
Since 1998 we offer services in Corporate Finance, and from 2009 incorporate Multi Family Office services. In Bern all our areas work together like the gears of a Swiss watch. |
MF |
|
| 95 |
Bervann Capital |
Tariq |
Hussain |
CEO |
(212) 381-0491 |
|
tariq.hussain@bervanncapital.com |
info@bervanncapital.com |
1 World Trade Center, 85th Floor, Suite 8500 |
New York |
NY |
10007 |
United States of America |
North America |
https://www.linkedin.com/in/tariqh08/ |
Financial Services, Technology, Venture Capital, Healthcare, Real Estate |
|
|
|
|
https://bervanncapital.com/ |
Bervann Capital is a private equity and investment consulting firm with headquarters in New York, New York. The firm's consulting services include corporate strategy and business networking, business development, capital raising consulting, Initial Coin Offerings regulatory, partnerships and sponsorships, offshoring and outsourcing. The firm currently operates a private equity fund and is working towards the launch of a hedge fund and venture capital fund. |
Private Equity |
|
|
Bervann Capital |
Val |
Nzhie |
COO |
(212) 381-0491 |
|
val.nzhie@bervanncapital.com |
info@bervanncapital.com |
1 World Trade Center, 85th Floor, Suite 8500 |
New York |
NY |
10007 |
United States of America |
North America |
https://www.linkedin.com/in/val-nzhie-907012158/ |
Financial Services, Technology, Venture Capital, Healthcare, Real Estate |
|
|
|
|
https://bervanncapital.com/ |
Bervann Capital is a private equity and investment consulting firm with headquarters in New York, New York. The firm's consulting services include corporate strategy and business networking, business development, capital raising consulting, Initial Coin Offerings regulatory, partnerships and sponsorships, offshoring and outsourcing. The firm currently operates a private equity fund and is working towards the launch of a hedge fund and venture capital fund. |
Private Equity |
|
| 96 |
Bessemer Trust |
George |
Wilcox |
Managing Director and Head of Client Account Management |
(212) 708-9100 |
(212) 265-5826 |
wilcox@bessemer.com |
|
630 Fifth Avenue |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/george-wilcox-b15b76/ |
Mid and small-cap equities, fixed-income securities, credit investments, commodities, currencies, and hedge funds |
1.907 |
$106B |
|
https://www.linkedin.com/company/bessemer-trust/ |
https://www.bessemertrust.com/ |
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. |
MF |
|
|
Bessemer Trust |
Marc |
Stern |
Senior Managing Director |
(212) 708-9100 |
(212) 265-5826 |
stern@bessemer.com |
|
630 Fifth Avenue |
New York |
NY |
10111 |
United States of America |
North America |
http://www.linkedin.com/pub/marc-stern/85/bb8/a66 |
Mid and small-cap equities, fixed-income securities, credit investments, commodities, currencies, and hedge funds |
1.907 |
$106B |
|
https://www.linkedin.com/company/bessemer-trust/ |
https://www.bessemertrust.com/ |
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. |
MF |
|
|
Bessemer Trust |
Kenneth |
Handy |
Managing Director and Regional Director |
(212) 708-9100 |
(212) 265-5826 |
handy@bessemer.com |
|
630 Fifth Avenue |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/ken-handy-08965714/ |
Mid and small-cap equities, fixed-income securities, credit investments, commodities, currencies, and hedge funds |
1.907 |
$106B |
|
https://www.linkedin.com/company/bessemer-trust/ |
https://www.bessemertrust.com/ |
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. |
MF |
|
| 97 |
bfu AG |
Ralf |
Hoffmann |
Business Development Manager |
49 261 2919 8940 |
|
ralf.hoffmann@hovv.de |
info@bfu.de |
Bubenheimer Weg 23 |
Koblenz |
|
56072 |
Germany |
Europe |
https://www.linkedin.com/in/ralf-hoffmann-893a7714/ |
Privae Equity, Hedge Fund |
1.997 |
|
|
|
https://www.bfu.de/ |
The bfu AG is a sustainably acting Single Family Office, which actively supported its investments and long-term support. |
SF |
|
| 98 |
BigSur Partners, LLC |
Rosa |
Rincón |
Head of Investment Research & Products |
(305) 740-6777 |
(305) 350-9998 |
rosa.rincon@bigsurpartners.com |
info@bigsurpartners.com |
Four Seasons Office Tower, 1441 Brickell Avenue, Suite 1410 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/rosa-rincón-9a44b471/ |
Real Estate, Alternative Investments |
2.007 |
$1B |
|
https://www.linkedin.com/company/bigsur-partners/ |
https://www.bigsurpartners.com/ |
BigSur is a multi-family office focused on providing customized and holistic wealth management solutions to select global wealthy families. |
MF |
|
|
BigSur Partners, LLC |
Eric |
Chuang |
Chief Compliance Officer |
(305) 740-6777 |
(305) 350-9998 |
eric.chuang@bigsurpartners.com |
info@bigsurpartners.com |
Four Seasons Office Tower, 1441 Brickell Avenue, Suite 1410 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/eric-chuang-cams-968bb210/ |
Real Estate, Alternative Investments |
2.007 |
$1B |
|
https://www.linkedin.com/company/bigsur-partners/ |
https://www.bigsurpartners.com/ |
BigSur is a multi-family office focused on providing customized and holistic wealth management solutions to select global wealthy families. |
MF |
|
| 99 |
Biynah Industrial Partners, LLC |
Jeffery |
Josephs |
Managing Peincipal |
(612) 877-8024 |
|
jeff@biynahpartners.com |
|
5353 Wayzata Blvd., Suite 205 |
Minneapolis |
MN |
55416 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-josephs-a8b71915/ |
Industrial Real Estate |
2.010 |
|
|
|
http://biynahpartners.com/ |
BIP is a Minneapolis-based private equity firm that makes direct investments in industrial real estate located throughout the Unites States. BIP’s clientele is comprised of a loyal group of high net worth investors, family offices and institutional joint venture partners seeking value-add/core-plus returns in this alternative investment class. |
PERE |
|
|
Biynah Industrial Partners, LLC |
Andrew |
Bennett |
Managing Peincipal |
(612) 877-8021 |
|
andy@biynahpartners.com |
|
5353 Wayzata Blvd., Suite 205 |
Minneapolis |
MN |
55416 |
United States of America |
North America |
https://www.linkedin.com/in/andy-bennett-35a636b9/ |
Industrial Real Estate |
2.010 |
|
|
|
http://biynahpartners.com/ |
BIP is a Minneapolis-based private equity firm that makes direct investments in industrial real estate located throughout the Unites States. BIP’s clientele is comprised of a loyal group of high net worth investors, family offices and institutional joint venture partners seeking value-add/core-plus returns in this alternative investment class. |
PERE |
|
| 100 |
BK Asset Management |
Barry |
Katzman |
CEO & Chief Investment Officer |
(929) 445-8866 |
|
|
info@bkam.co |
21st Floor, CMA Building, 64 Connaught Road |
Central |
|
|
Hong Kong |
North America |
https://www.linkedin.com/in/barry-katzman-b861362/ |
Alternative Investments, Private Equity, Venture Capitals, Hedge Funds |
2.017 |
|
|
https://www.linkedin.com/company/bkassetmgmt/ |
https://www.bkam.co/ |
BKAM is a multi-family office investment platform in new york that focuses on greater china investment opportunities. At BKAM, we believe that the world continues to evolve. Change is constant. We relentlessly improve and better ourselves to create value for our investors. We offer comprehensive advisory services. With a strong focus on sustainability and governance, we do right for our clients and we take pride in serving our clients. We are a multifamily office investment platform offering carefully curated investment opportunities, direct deal access and strategic M&A services for our clients. |
MF |
Hong Kong Office:
11/F Crawford House
70 Queen's Road Central
Central
Hong Kong
Phone: +852 2961 4514
Beijing Office:
No. 886, Chanqingyuan Road
Tianyi Pavillion Zhulin College, Room 2009
Haidian District, Beijing
100097
Phone: 86 185 1513 4658 |
| 101 |
Blackstone Alternative Asset Management LP |
Charles |
Piemonte |
Vice President |
(212) 583-5000 |
(212) 583-5749 |
piemonte@blackstone.com |
|
345 Park Avenue, 31st Floor |
New York |
NY |
10154 |
United States of America |
North America |
https://www.linkedin.com/in/charles-piemonte-5a726110/ |
|
|
$75B |
|
|
https://www.blackstone.com/ |
This firm's Hedge Fund Solutions group, Blackstone Alternative Asset Management (BAAM®), is the world’s largest discretionary investor in hedge funds. With approximately $75 billion in assets under management as of December 31, 2017, BAAM aims to provide its clients with investment solutions via various different means, including customized and commingled portfolios, special situations, seeding, GP ownership, and registered products. Our investors include many of the world’s leading institutional investors, including corporate, public and union pension funds, sovereign wealth funds and central banks.
BAAM’s overall investment philosophy is to protect and grow investors’ assets through both commingled and custom-tailored investment strategies designed to deliver compelling risk-adjusted returns and mitigate risk. Approximately half of the assets we manage are invested in customized vehicles created to meet client-specific objectives. Importantly, our team has deep experience in the disciplines needed to drive our various strategies. |
Fund-of-Fund |
|
|
Blackstone Alternative Asset Management LP |
Brett |
Condron |
Senior Managing Director |
(212) 583-5000 |
(212) 583-5749 |
brett.condron@blackstone.com |
|
345 Park Avenue, 31st Floor |
New York |
NY |
10154 |
United States of America |
North America |
https://www.linkedin.com/in/brett-condron-84396a5/ |
|
|
$75B |
|
|
https://www.blackstone.com/ |
This firm's Hedge Fund Solutions group, Blackstone Alternative Asset Management (BAAM®), is the world’s largest discretionary investor in hedge funds. With approximately $75 billion in assets under management as of December 31, 2017, BAAM aims to provide its clients with investment solutions via various different means, including customized and commingled portfolios, special situations, seeding, GP ownership, and registered products. Our investors include many of the world’s leading institutional investors, including corporate, public and union pension funds, sovereign wealth funds and central banks.
BAAM’s overall investment philosophy is to protect and grow investors’ assets through both commingled and custom-tailored investment strategies designed to deliver compelling risk-adjusted returns and mitigate risk. Approximately half of the assets we manage are invested in customized vehicles created to meet client-specific objectives. Importantly, our team has deep experience in the disciplines needed to drive our various strategies. |
Fund-of-Fund |
|
| 102 |
Blackstone Real Estate |
Christine |
Anderson |
Managing Director |
Direct: (212) 583-5182 |
|
christine.anderson@blackstone.com |
blackstoneinvestorrelations@blackstone.com |
345 Park Avenue
345 Park Avenue |
New York |
NY |
10154 |
United States of America |
North America |
https://www.linkedin.com/in/christine-anderson-33aa99123/ |
Value-add Real Estate, Residential Real Estate, Real Estate Development, Multifamily Real Estate, Property, office, Retail, Hotel, Hospitality, Retail, Senior Housing, Mixed-use Real Estate |
1.985 |
$439B |
|
https://www.linkedin.com/company/blackstonegroup/ |
https://www.blackstone.com/ |
Blackstone Group, a global leader in traditional buyout, growth equity, special situations and secondary investing. One of the world’s largest real estate investors with a dominant platform in both equity and debt. The world’s largest discretionary hedge fund investor. |
PERE |
|
|
Blackstone Real Estate |
Kathleen |
McCarthy |
Senior Managing Director & Global Co-Head of Blackstone Real Estate |
Direct: (212) 583-5131 |
|
kathleen.mccarthy@blackstone.com |
blackstoneinvestorrelations@blackstone.com |
345 Park Avenue
345 Park Avenue |
New York |
NY |
10154 |
United States of America |
North America |
https://www.linkedin.com/in/kathleen--mccarthy/ |
Value-add Real Estate, Residential Real Estate, Real Estate Development, Multifamily Real Estate, Property, office, Retail, Hotel, Hospitality, Retail, Senior Housing, Mixed-use Real Estate |
1.985 |
$439B |
|
https://www.linkedin.com/company/blackstonegroup/ |
https://www.blackstone.com/ |
Blackstone Group, a global leader in traditional buyout, growth equity, special situations and secondary investing. One of the world’s largest real estate investors with a dominant platform in both equity and debt. The world’s largest discretionary hedge fund investor. |
PERE |
|
| 103 |
Blair Road Capital Pte. Ltd. |
Cedric |
Pierre Andre Stadelmann |
Founder & CEO |
65 6980 6690 |
|
cedric.stadelmann@blairroadcap.com |
|
10 Anson Road, #10-24 International Plaza |
Singapore |
|
079903 |
Singapore |
Asia |
https://www.linkedin.com/in/cedricstadelmannsingapore/ |
private Equity, Hedge Funds |
|
|
|
|
https://www.blairroadcap.com/ |
Blair Road Capital, an Asset Management and multi Family Office, in Singapore. |
MF |
|
| 104 |
Blauwpark Partners Pte. Ltd. |
Wouter |
Kneepkens |
Partner |
|
|
wouter@blauwparkpartners.com |
info@blauwparkpartners.com |
600 North Bridge Road, Parkview Square #10-09 |
Singapore |
|
188778 |
Singapore |
Asia |
https://www.linkedin.com/in/wouterkneepkens/ |
Funds, Hedge Funds, Venture Capital Funds, Hong Kong-based Long-only Fund, Dutch SaaS Venture Capital Fund, European Debt Fund, Private Equity, FinTech, Alternatives, Impact Investments, Effective Philanthropy |
2.019 |
|
|
https://www.linkedin.com/company/blauwparkpartners/ |
https://www.blauwparkpartners.com/ |
Blauwpark Partners is a Singapore-based single-family office with a focus on impact investment, private equity, other alternatives and effective philanthropy. |
SF |
|
|
Blauwpark Partners Pte. Ltd. |
Veiverne |
Yuen |
Partner |
|
|
veiverne@blauwparkpartners.com |
info@blauwparkpartners.com |
600 North Bridge Road, Parkview Square #10-09 |
Singapore |
|
188778 |
Singapore |
Asia |
https://www.linkedin.com/in/veiverne/ |
Funds, Hedge Funds, Venture Capital Funds, Hong Kong-based Long-only Fund, Dutch SaaS Venture Capital Fund, European Debt Fund, Private Equity, FinTech, Alternatives, Impact Investments, Effective Philanthropy |
2.019 |
|
veiverne@trybgroup.com |
https://trybgroup.com/ |
https://www.blauwparkpartners.com/ |
Blauwpark Partners is a Singapore-based single-family office with a focus on impact investment, private equity, other alternatives and effective philanthropy. |
SF |
|
|
Blauwpark Partners Pte. Ltd. |
Andrew |
White |
Partner |
|
|
andrew@blauwparkpartners.com |
info@blauwparkpartners.com |
600 North Bridge Road, Parkview Square #10-09 |
Singapore |
|
188778 |
Singapore |
Asia |
https://www.linkedin.com/in/andrew-white-cfa-01791213/ |
Funds, Hedge Funds, Venture Capital Funds, Hong Kong-based Long-only Fund, Dutch SaaS Venture Capital Fund, European Debt Fund, Private Equity, FinTech, Alternatives, Impact Investments, Effective Philanthropy |
2.019 |
|
|
https://www.linkedin.com/company/blauwparkpartners/ |
https://www.blauwparkpartners.com/ |
Blauwpark Partners is a Singapore-based single-family office with a focus on impact investment, private equity, other alternatives and effective philanthropy. |
SF |
|
| 105 |
Bloomingdale Properties, Inc. |
John |
Fletcher |
Executive Vice President & Chief Operating Officer |
Direct: (212) 838-0211 |
|
jfletcher@bloomprop.com |
|
641 Lexington Avenue, 29th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/john-fletcher-iii-60355229/ |
Real Estate |
1.967 |
|
|
|
http://www.culbro.com/bloomprop/ |
Bloomingdale Properties is a single-family office based in New York, New York. The firm was founded by Sam, Hiram and Irving Bloomingdale to manage their family assets. The firm has been an active investor in all classes of investments throughout its existence with particular emphasis on real estate, private equity and hedge fund investments. The assets are managed by the executive management team. |
SF |
|
| 106 |
Blu Family Office Ltd. |
Marie |
Redron |
Chief Executive Officer |
44 208 166-1223 |
44 208 166-1226 |
marie@blu-fo.com |
info@blu-fo.com |
15 Little Green, Richmond |
London |
|
TW9 1QH |
United Kingdom |
Europe |
|
Private Equity, Real Estate, Hedge Funds |
2.010 |
$1.3B |
marie.redron@blu-fo.com |
https://www.linkedin.com/company/blu-family-office/ |
https://www.blu-fo.com/ |
Blu Family Office was founded in 2010 to manage the assets and affairs of a single family. Since then we have broadened our mandate to help others. Blu effectively manages the interconnectivity of all the risks that arise when living with wealth. The principals are members of business families and have first hand, multi generational experience in investment and wealth management. We work with our partners and network of service providers to find efficient solutions for the bespoke needs of our clients. |
MF |
|
|
Blu Family Office Ltd. |
Christian |
Armbruester |
Partner |
44 208 166-1223 |
44 208 166-1226 |
christian.armbruester@blu-fo.com |
info@blu-fo.com |
15 Little Green, Richmond |
London |
|
TW9 1QH |
United Kingdom |
Europe |
https://www.linkedin.com/in/christian-armbruester-92550962/ |
Private Equity, Real Estate, Hedge Funds |
2.010 |
$1.3B |
christian.armbruester@gmail.com |
https://www.linkedin.com/company/blu-family-office/ |
https://www.blu-fo.com/ |
Blu Family Office was founded in 2010 to manage the assets and affairs of a single family. Since then we have broadened our mandate to help others. Blu effectively manages the interconnectivity of all the risks that arise when living with wealth. The principals are members of business families and have first hand, multi generational experience in investment and wealth management. We work with our partners and network of service providers to find efficient solutions for the bespoke needs of our clients. |
MF |
|
| 107 |
Blue Bridge Wealth Management Inc. |
Alain |
Roch |
President & CEO |
(514) 845-9165 |
(514) 281-6443 |
alain.roch@bluebridge.ca |
info@bluebridge.ca |
1000, Rue Sherbrooke Ouest, Bureau 1900 |
Montreal |
QC |
H3A 3G4 |
Canada |
North America |
https://www.linkedin.com/in/alain-e-roch-68022a6/ |
Hedge Funds, Real Estate, Infrastructure, Agricultural Land, Forests and Private Placements. |
2.002 |
|
|
https://www.linkedin.com/company/blue-bridge-wealth-management-inc/ |
https://bluebridge.ca/ |
Blue Bridge is an independent wealth manager and multi-family office founded in Montreal in 2002 with a subsidiary in London and a branch in Lausanne. |
MF |
44 749 779-9545 |
|
Blue Bridge Wealth Management Inc. |
Cédric |
Cayla |
Director, Administration of Trusts and Wealth Management |
(514) 845-9165 |
(514) 281-6443 |
cedric.cayla@bluebridge.ca |
info@bluebridge.ca |
1000, Rue Sherbrooke Ouest, Bureau 1900 |
Montreal |
QC |
H3A 3G4 |
Canada |
North America |
https://www.linkedin.com/in/cedric-cayla-a0462871/ |
Hedge Funds, Real Estate, Infrastructure, Agricultural Land, Forests and Private Placements. |
2.002 |
|
|
https://www.linkedin.com/company/blue-bridge-wealth-management-inc/ |
https://bluebridge.ca/ |
Blue Bridge is an independent wealth manager and multi-family office founded in Montreal in 2002 with a subsidiary in London and a branch in Lausanne. |
MF |
44 749 779-9545 |
|
Blue Bridge Wealth Management Inc. |
Mark |
D'Souza |
Partner, Executive Vice President & CFO |
(514) 845-9165 |
(514) 281-6443 |
mark.dsouza@bluebridge.ca |
info@bluebridge.ca |
1000, Rue Sherbrooke Ouest, Bureau 1900 |
Montreal |
QC |
H3A 3G4 |
Canada |
North America |
https://www.linkedin.com/in/mark-d-souza-3a382211/ |
Hedge Funds, Real Estate, Infrastructure, Agricultural Land, Forests and Private Placements. |
2.002 |
|
|
https://www.linkedin.com/company/blue-bridge-wealth-management-inc/ |
https://bluebridge.ca/ |
Blue Bridge is an independent wealth manager and multi-family office founded in Montreal in 2002 with a subsidiary in London and a branch in Lausanne. |
MF |
44 749 779-9545 |
| 108 |
Blue Spruce Capital Corporation |
Andrea |
Thorn |
Director |
Office: (303) 865-4200 |
|
|
info@bluesprucecapital.com |
105 Edgeview Drive, Suite 390 |
Broomfield |
CO |
80021 |
United States of America |
North America |
https://www.linkedin.com/in/andrea-t-80ab5622/ |
Alternative Investments |
2.005 |
$10M |
|
https://www.linkedin.com/company/blue-spruce-capital-corp./ |
https://www.bluesprucecapital.com/ |
Blue Spruce Capital is a private firm with offices in Colorado, Texas, and California. |
SF |
|
| 109 |
Blue Star E Asset Management Ltda |
Marcos |
Faria Lamacchia |
Founding Partner & CEO |
55 (11) 3016-0400 |
|
marcos@bluestarinvest.com.br |
contato@bluestarinvest.com.br |
Rua Helena, 285 – Cj 111 / 114 – Vila Olimpia |
Sao Paulo |
SP |
04552-050 |
Brazil |
South America |
https://www.linkedin.com/in/marcos-faria-lamacchia-4ab94b5a/ |
Alternative Investments |
2.011 |
R$231M |
|
https://www.linkedin.com/company/blue-star-invest/ |
https://bluestarinvest.com.br/ |
Blue Star ofers multi family office services in Sao Paulo, Bazil. |
MF |
|
|
Blue Star E Asset Management Ltda |
Renato |
Ruman |
Managing Director |
55 (11) 3016-0400 |
|
renato@bluestarinvest.com.br |
contato@bluestarinvest.com.br |
Rua Helena, 285 – Cj 111 / 114 – Vila Olimpia |
Sao Paulo |
SP |
04552-050 |
Brazil |
South America |
https://www.linkedin.com/in/renato-ruman-20282b87/ |
Alternative Investments |
2.011 |
R$231M |
|
https://www.linkedin.com/company/blue-star-invest/ |
https://bluestarinvest.com.br/ |
Blue Star ofers multi family office services in Sao Paulo, Bazil. |
MF |
|
| 110 |
BNF Capital Limited |
Alan |
Cope |
Analyst |
44 207 355-9100 |
|
acope@bnfcapital.co.uk |
|
8 Hanover Square |
London |
|
W1S 1HQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/alan-cope-84675738/ |
Private Equity, Private Debt, Real Estate, Infrastructure, Natural Resources, Hedge Funds |
2.012 |
|
|
|
https://www.linkedin.com/company/bnf-capital-limited/ |
Established in 2012, BNF Capital is a single-family office based in London, offering financial and investment services. |
SF |
|
|
BNF Capital Limited |
Nic |
Fallows |
Group CFO |
44 207 355-9100 |
|
nfallows@bnfcapital.co.uk |
|
8 Hanover Square |
London |
|
W1S 1HQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/nic-fallows-30a587180/ |
Private Equity, Private Debt, Real Estate, Infrastructure, Natural Resources, Hedge Funds |
2.012 |
|
|
|
https://www.linkedin.com/company/bnf-capital-limited/ |
Established in 2012, BNF Capital is a single-family office based in London, offering financial and investment services. |
SF |
|
| 111 |
Bookbinder Capital Management, LLC |
Richard |
Bookbinder |
Managing Member |
(212) 218-7590 |
(212) 202-4299 |
rsb@bookbindercap.com, rsb@terraverdecap.com |
|
10 Rockefeller Center, 35 West 48th Street, 11th Floor, Suite 111 |
New York |
NY |
10020 |
United States of America |
North America |
https://www.linkedin.com/in/richard-bookbinder-04803912/ |
|
|
|
|
|
http://www.bookbindercap.com/ |
BCM was formed in 1999 to provide wealth management services to high net worth individuals and institutional investors through alternative investments. While the universe of alternative investments includes hedge funds, private equity, and venture capital, BCM focuses exclusively on investing in hedge funds. To that end, BCM has formed three multi-manager funds of hedge funds to offer qualified investors the opportunity to achieve stable returns through a diversified program of investment strategies designed to reduce volatility of returns and minimize correlation to traditional market indices. |
Fund-of-Fund |
|
| 112 |
Bostwick Capital LLC |
Will |
Bunn |
COO & CCO |
(212) 776-1033 |
|
wbunn@bostwickcap.com |
ir@bostwickcap.com |
551 Madison Avenue, 8th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/will-bunn-7a7182/ |
|
|
$337M |
|
|
http://www.bostwickcapital.com/ |
Formed in 2006, Bostwick Capital LLC manages a concentrated portfolio of equity-oriented hedge funds. The firm, based in New York, NY, targets managers who are fundamentally driven, employ a rigorous research process, and take a long-term approach to investing. |
Fund-of-Fund |
|
|
Bostwick Capital LLC |
Chuck |
Chitty |
Partner |
(212) 776-1033 |
|
chuckchitty@gmail.com |
ir@bostwickcap.com |
|
|
|
10019 |
United States of America |
North America |
https://www.linkedin.com/in/chuck-chitty-8a7408a5/ |
|
|
$337M |
|
|
http://www.bostwickcapital.com/ |
Formed in 2006, Bostwick Capital LLC manages a concentrated portfolio of equity-oriented hedge funds. The firm, based in New York, NY, targets managers who are fundamentally driven, employ a rigorous research process, and take a long-term approach to investing. |
Fund-of-Fund |
|
| 113 |
Brandywine Trust Company |
David |
Patterson |
Founder |
(302) 234-5750 |
|
dpatterson@brandytrust.com |
|
7234 Lancaster Pike |
Hockessin |
DE |
19707 |
United States of America |
North America |
https://www.linkedin.com/in/david-patterson-4104a313/ |
Public Equity Markets, Fixed Income, and Alternative Investment Markets of the United States |
1.992 |
$8B |
|
https://www.linkedin.com/company/brandywine-trust-company/ |
http://brandywinetrust.com/ |
Brandywine Trust Group delivers the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. |
MF |
|
|
Brandywine Trust Company |
Jeffrey |
Becker |
Vice President |
(302) 234-5750 |
|
jbecker@brandytrust.com |
|
7234 Lancaster Pike |
Hockessin |
DE |
19707 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-becker-9a607b6/ |
Public Equity Markets, Fixed Income, and Alternative Investment Markets of the United States |
1.992 |
$8B |
|
https://www.linkedin.com/company/brandywine-trust-company/ |
http://brandywinetrust.com/ |
Brandywine Trust Group delivers the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. |
MF |
|
|
Brandywine Trust Company |
John |
Ciccarone |
Vice President & Client Planning Officer |
(302) 234-5750 |
|
jciccarone@brandytrust.com |
|
7234 Lancaster Pike |
Hockessin |
DE |
19707 |
United States of America |
North America |
|
Public Equity Markets, Fixed Income, and Alternative Investment Markets of the United States |
1.992 |
$8B |
|
https://www.linkedin.com/company/brandywine-trust-company/ |
http://brandywinetrust.com/ |
Brandywine Trust Group delivers the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. |
MF |
|
|
Brandywine Trust Company |
Scott |
Campbell |
Senior Vice President & Senior Trust Officer |
(302) 234-5750 |
|
SCampbell@brandytrust.com |
|
7234 Lancaster Pike |
Hockessin |
DE |
19707 |
United States of America |
North America |
https://www.linkedin.com/in/scott-campbell-87954313/ |
Public Equity Markets, Fixed Income, and Alternative Investment Markets of the United States |
1.992 |
$8B |
|
https://www.linkedin.com/company/brandywine-trust-company/ |
http://brandywinetrust.com/ |
Brandywine Trust Group delivers the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. |
MF |
|
|
Brandywine Trust Company |
Veronica |
Fischer |
Assistant Vice President |
(302) 234-5750 |
|
vfischer@brandytrust.com |
|
7234 Lancaster Pike |
Hockessin |
DE |
19707 |
United States of America |
North America |
|
Public Equity Markets, Fixed Income, and Alternative Investment Markets of the United States |
1.992 |
$8B |
|
https://www.linkedin.com/company/brandywine-trust-company/ |
http://brandywinetrust.com/ |
Brandywine Trust Group delivers the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. |
MF |
|
| 114 |
Bristlecone Advisors, LLC |
Adam |
Guenther |
Principal, Investment Management |
Direct: (206) 519-5687 |
(206) 664-2523 |
adam.guenther@bristleconeadvisors.com |
info@bristleconeadvisors.com |
10900 NE 4th Street, Suite 1920 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/adamguenther/ |
Hedge Funds, Private Equity, and Mission-Aligned ("Impact") Investments |
1.999 |
$964M |
|
|
https://www.bristleconeadvisors.com/ |
Founded in 1999 as an independent investment advisory firm and multi-family office, Bristlecone Advisors is united by our unwavering commitment to exceptional client service. The advice and solutions you receive are completely objective and personalized to meet your specific goals and lifestyle. |
MF |
Bellevue Office:
10900 NE 4th Street, Suite 2260
Bellevue, WA 98004 |
|
Bristlecone Advisors, LLC |
Christopher |
Taylor |
Partner |
Direct: (206) 664-6812 |
( 206) 664-2501 |
chris.taylor@bristleconeadvisors.com |
info@bristleconeadvisors.com |
10900 NE 4th Street, Suite 1920 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/chris-taylor-a920891/ |
Hedge Funds, Private Equity, and Mission-Aligned ("Impact") Investments |
1.999 |
$964M |
|
|
https://www.bristleconeadvisors.com/ |
Founded in 1999 as an independent investment advisory firm and multi-family office, Bristlecone Advisors is united by our unwavering commitment to exceptional client service. The advice and solutions you receive are completely objective and personalized to meet your specific goals and lifestyle. |
MF |
Bellevue Office:
10900 NE 4th Street, Suite 2260
Bellevue, WA 98004 |
|
Bristlecone Advisors, LLC |
Kevin |
Berry |
Partner |
Direct: (206) 664-6810, Mobile: (425) 358-0674 |
(206) 664-2501 |
kevin.berry@bristleconeadvisors.com |
info@bristleconeadvisors.com |
10900 NE 4th Street, Suite 1920 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-berry-49766622/ |
Hedge Funds, Private Equity, and Mission-Aligned ("Impact") Investments |
1.999 |
$964M |
|
|
https://www.bristleconeadvisors.com/ |
Founded in 1999 as an independent investment advisory firm and multi-family office, Bristlecone Advisors is united by our unwavering commitment to exceptional client service. The advice and solutions you receive are completely objective and personalized to meet your specific goals and lifestyle. |
MF |
Bellevue Office:
10900 NE 4th Street, Suite 2260
Bellevue, WA 98004 |
|
Bristlecone Advisors, LLC |
Larry |
Kinner |
Partner |
Direct: (206) 664-6816 |
(206) 260-9143 |
larry.kinner@bristleconeadvisors.com |
info@bristleconeadvisors.com |
10900 NE 4th Street, Suite 1920 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/larry-kinner-cfa-65a8a714/ |
Hedge Funds, Private Equity, and Mission-Aligned ("Impact") Investments |
1.999 |
$964M |
|
|
https://www.bristleconeadvisors.com/ |
Founded in 1999 as an independent investment advisory firm and multi-family office, Bristlecone Advisors is united by our unwavering commitment to exceptional client service. The advice and solutions you receive are completely objective and personalized to meet your specific goals and lifestyle. |
MF |
Bellevue Office:
10900 NE 4th Street, Suite 2260
Bellevue, WA 98004 |
|
Bristlecone Advisors, LLC |
Scott |
Oswald |
Principal, Investment Management |
Direct: (206) 664-2512 |
(206) 664-2523 |
scott@bristleconeadvisors.com |
info@bristleconeadvisors.com |
10900 NE 4th Street, Suite 1920 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/scott-oswald-cfa-frm-caia-1300251/ |
Hedge Funds, Private Equity, and Mission-Aligned ("Impact") Investments |
1.999 |
$964M |
|
|
https://www.bristleconeadvisors.com/ |
Founded in 1999 as an independent investment advisory firm and multi-family office, Bristlecone Advisors is united by our unwavering commitment to exceptional client service. The advice and solutions you receive are completely objective and personalized to meet your specific goals and lifestyle. |
MF |
Bellevue Office:
10900 NE 4th Street, Suite 2260
Bellevue, WA 98004 |
|
Bristlecone Advisors, LLC |
Tony |
Waltier |
Partner |
Direct: (206) 664-6814, Mobile: (425) 293-3359 |
(206) 664-2501 |
tony.waltier@bristleconeadvisors.com |
info@bristleconeadvisors.com |
10900 NE 4th Street Suite 2260 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/tony-waltier-75163022/ |
Hedge Funds, Private Equity, and Mission-Aligned ("Impact") Investments |
1.999 |
$964M |
|
|
https://www.bristleconeadvisors.com/ |
Founded in 1999 as an independent investment advisory firm and multi-family office, Bristlecone Advisors is united by our unwavering commitment to exceptional client service. The advice and solutions you receive are completely objective and personalized to meet your specific goals and lifestyle. |
MF |
Bellevue Office:
10900 NE 4th Street, Suite 2260
Bellevue, WA 98004 |
| 115 |
Brownhelm Capital, LLC |
Mike |
Dea |
President |
Direct: (440) 323-5491 Ext. 7286 |
|
m.dea@trustetc.com |
|
|
Cleveland |
OH |
|
United States of America |
North America |
https://www.linkedin.com/in/mike-dea-2867901/ |
Private Equity Fund, Venture Capital, Commercial Real Estate, Hedge Funds, Alternative Investments |
|
|
m.dea@trustetc.com |
|
https://www.brownhelmcapital.com/ |
Brownhelm Capital is a single family office based in Cleveland, Ohio. We focus on partnering with high quality fund managers and management teams to create long term value. In addition to investing through third party fund structures, Brownhelm enjoys a flexible mandate to invest directly and opportunistically across a company’s capital structure, lifecycle, industry, and geography. Our firm and founding family have a long history and association with the financial services and real estate sectors, and we seek opportunities to be a value-added investor in these industries.
Brownhelm Capital is led by an experienced team with significant investment and operational experience. We are backed by a pool of permanent capital, and have the flexibility to creatively structure investments to meet specific situations. |
SF |
|
|
Brownhelm Capital, LLC |
Max |
Weber |
Director of Investment Strategy |
|
|
|
|
|
Cleveland |
OH |
|
United States of America |
North America |
https://www.linkedin.com/in/max-weber-77109122/ |
Private Equity Fund, Venture Capital, Commercial Real Estate, Hedge Funds, Alternative Investments |
|
|
|
|
https://www.brownhelmcapital.com/ |
Brownhelm Capital is a single family office based in Cleveland, Ohio. We focus on partnering with high quality fund managers and management teams to create long term value. In addition to investing through third party fund structures, Brownhelm enjoys a flexible mandate to invest directly and opportunistically across a company’s capital structure, lifecycle, industry, and geography. Our firm and founding family have a long history and association with the financial services and real estate sectors, and we seek opportunities to be a value-added investor in these industries.
Brownhelm Capital is led by an experienced team with significant investment and operational experience. We are backed by a pool of permanent capital, and have the flexibility to creatively structure investments to meet specific situations. |
SF |
|
|
Brownhelm Capital, LLC |
Stephanie |
Guilfoyle |
Controller |
|
|
|
|
|
Cleveland |
OH |
|
United States of America |
North America |
https://www.linkedin.com/in/stephanie-guilfoyle-65098981/ |
Private Equity Fund, Venture Capital, Commercial Real Estate, Hedge Funds, Alternative Investments |
|
|
|
|
https://www.brownhelmcapital.com/ |
Brownhelm Capital is a single family office based in Cleveland, Ohio. We focus on partnering with high quality fund managers and management teams to create long term value. In addition to investing through third party fund structures, Brownhelm enjoys a flexible mandate to invest directly and opportunistically across a company’s capital structure, lifecycle, industry, and geography. Our firm and founding family have a long history and association with the financial services and real estate sectors, and we seek opportunities to be a value-added investor in these industries.
Brownhelm Capital is led by an experienced team with significant investment and operational experience. We are backed by a pool of permanent capital, and have the flexibility to creatively structure investments to meet specific situations. |
SF |
|
| 116 |
Broyhill Asset Management LLC |
Christopher |
Pavese |
Managing Director of Asset Management |
(828) 758-6100 |
(828) 758-8919 |
chris@broyhillasset.com |
info@broyhillasset.com |
P.O. Box 500, 800 Golfview Park |
Lenoir |
NC |
28645 |
United States of America |
North America |
https://www.linkedin.com/in/pavese/ |
Alternative Investments |
2.011 |
$58.6M |
|
https://www.linkedin.com/company/broyhill-asset-management/ |
https://www.broyhillasset.com/ |
Broyhill Asset Management, a boutique investment firm, established as a family office and guided by a value orientation. Our family office foundation provides the security of a stable capital base. As a result, we do not suffer from the constant pressure to gather assets, which often contributes to poor short-term decisions. Rather, we focus our resources on what we love – finding attractive investments for our partners. |
MF |
|
|
Broyhill Asset Management LLC |
Hunt |
Broyhill |
Chief Executive Officer |
(828) 758-6100 |
(828) 758-8919 |
hunt@broyhillasset.com |
info@broyhillasset.com |
P.O. Box 500, 800 Golfview Park |
Lenoir |
NC |
28645 |
United States of America |
North America |
|
Alternative Investments |
2.011 |
$58.6M |
|
https://www.linkedin.com/company/broyhill-asset-management/ |
https://www.broyhillasset.com/ |
Broyhill Asset Management, a boutique investment firm, established as a family office and guided by a value orientation. Our family office foundation provides the security of a stable capital base. As a result, we do not suffer from the constant pressure to gather assets, which often contributes to poor short-term decisions. Rather, we focus our resources on what we love – finding attractive investments for our partners. |
MF |
|
| 117 |
C.Knothe Investments |
Christopher |
Knothe |
CFO & Head of Investment |
|
|
c.knothe@dix-global.com |
|
Alpenblickstr. 25 |
Lachen SZ |
|
8853 |
Switzerland |
Europe |
|
Alternative Investments, Direct Investments, Technology, Liquidity to traditionally Illiquid Asset |
2.018 |
|
info@dix-global.com |
https://dix-global.com/ |
|
Family Office to Family Office
Created by Family Offices and designed for Family Offices, Entrepreneurial Families and Private Investors, DIX Global is the independent market place / deal matching platform for direct investments into exclusive and carefully selected, high quality alternative investment opportunities. DIX Global is a safe and secure platform providing an independent and trustworthy environment to exchange private market investments on a direct peer-to-peer basis.
Exclusive deal flow provided by Family Offices, Entrepreneurial Families and Private Investors
Global visibility and transparency across alternative investments in private market asset classes with a pure focus on direct investments. Tradability of private market assets across geographies, creating a secondary market which provides liquidity to traditionally illiquid asset classes. |
SF |
|
| 118 |
C.M. Capital Corporation |
Bruce |
Madding |
Chief Executive Officer and Chief Investment Officer |
(650) 326-6480 |
(650) 325-4762 |
bmadding@ccapital.com |
|
525 University Avenue, Suite 200 |
Palo Alto |
CA |
94301 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-madding-86325915/ |
Alternative Asset Classes including Venture Capital, Private Equity, Hedge Funds, Real Estatem Stocks and Commodities. |
1.969 |
$1B |
|
|
https://www.ccapital.com/ |
CMC is the sigle-family office to the Cha Family and the Cha Group of affiliated companies. |
SF |
|
| 119 |
C.M. Capital Management |
Bruce |
Madding |
President, Chief Executive Officer and Chief Investment Officer |
(650) 326-6480 |
(650) 325-4762 |
bruce@cmcapitaladvisors.com |
|
525 University Avenue, Suite 200 |
Palo Alto |
CA |
94301 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-madding-b3085332/ |
Real Estate, Alternative Asset Classes including Venture Capital, Private Equity and Hedge Funds |
2.007 |
$840M |
|
https://www.linkedin.com/company/cm-capital-advisors/ |
https://www.ccapital.com/ |
C.M. Capital Corporation began in 1969 as a firm to manage the Cha family’s real estate investments in the United States and significantly grew over time. We assist and advise on hundreds of global investments in all asset classes. Our unique perspective, stemming from our history as a family office and over 45 years of investment management experience, gives us a particular insight to the long term investment needs of our individual clients. Our family office heritage and the long history of our investment experience, have allowed us to cultivate and develop strong relationships with funds and investment managers worldwide. |
MF |
|
|
C.M. Capital Management |
Fernando |
Sucre |
Chief Executive Officer & Vice-Chairman |
(650) 326-6480 |
(650) 325-4762 |
fernando@cmcapitaladvisors.com |
|
525 University Avenue, Suite 200 |
Palo Alto |
CA |
94301 |
United States of America |
North America |
https://www.linkedin.com/in/fernando-sucre-a3311a116/ |
Real Estate, Alternative Asset Classes including Venture Capital, Private Equity and Hedge Funds |
2.007 |
$840M |
|
https://www.linkedin.com/company/cm-capital-advisors/ |
https://www.ccapital.com/ |
C.M. Capital Corporation began in 1969 as a firm to manage the Cha family’s real estate investments in the United States and significantly grew over time. We assist and advise on hundreds of global investments in all asset classes. Our unique perspective, stemming from our history as a family office and over 45 years of investment management experience, gives us a particular insight to the long term investment needs of our individual clients. Our family office heritage and the long history of our investment experience, have allowed us to cultivate and develop strong relationships with funds and investment managers worldwide. |
MF |
|
|
C.M. Capital Management |
Nicole |
Belytschko |
Director, Private Equity |
(650) 326-6480 |
(650) 325-4762 |
nicole@cmcapitaladvisors.com |
|
525 University Avenue, Suite 200 |
Palo Alto |
CA |
94301 |
United States of America |
North America |
https://www.linkedin.com/in/nicole-belytschko-1377361/ |
Real Estate, Alternative Asset Classes including Venture Capital, Private Equity and Hedge Funds |
2.007 |
$840M |
|
https://www.linkedin.com/company/cm-capital-advisors/ |
https://www.ccapital.com/ |
C.M. Capital Corporation began in 1969 as a firm to manage the Cha family’s real estate investments in the United States and significantly grew over time. We assist and advise on hundreds of global investments in all asset classes. Our unique perspective, stemming from our history as a family office and over 45 years of investment management experience, gives us a particular insight to the long term investment needs of our individual clients. Our family office heritage and the long history of our investment experience, have allowed us to cultivate and develop strong relationships with funds and investment managers worldwide. |
MF |
|
| 120 |
Cabot-Wellington, LLC |
Katherine |
McHugh |
Executive Director |
(617) 226-7505 |
(617) 451-1733 |
kmchugh@cabotwellington.com |
info@cabotwellington.com |
70 Federal Street, 7th Floor |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/katherine-mchugh-6727144/ |
Private equity, Venture Capital, Real Estate, Alternative Investments |
1.996 |
$500M |
kmchugh@cabwel.com, info@cabwel.com |
|
https://cabotwellington.com/ |
Cabot-Wellington, LLC is a single-family office founded in 1996 to serve the needs of the descendants of Thomas D. and Virginia Wellington Cabot. |
SF |
|
|
Cabot-Wellington, LLC |
Joan |
Whelton |
Executive Director |
(617) 451-1744 |
(857) 239-9724 |
jwhelton@cabotwellington.com |
info@cabotwellington.com |
22 Batterymarch Street, 2nd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/joan-whelton-14287015/ |
Private equity, Venture Capital, Real Estate, Alternative Investments |
1.996 |
$500M |
jwhelton@cabwel.com, info@cabwel.com |
|
https://cabotwellington.com/ |
Cabot-Wellington, LLC is a single-family office founded in 1996 to serve the needs of the descendants of Thomas D. and Virginia Wellington Cabot. |
SF |
|
| 121 |
Callamus Multi-Family Office |
Dimitrios |
Tourikis |
Founder & CEO - Tax & Wealth Adviser |
Mobile: 30 698 279 5249 |
|
dt@callamus.com |
info@callamus.com |
93 Charilaou Trikoupi |
Kifisia |
|
14563 |
Greece |
Europe |
https://www.linkedin.com/in/dimitrios-tourikis/ |
Alternative Investments |
2.009 |
|
|
Skype: dimitriostourikis
http://www.taxplanet.com/experts/tourikis-dimitrios/ |
https://www.callamus.com/ |
Callamus is a multi-family office based in London and Athens, serving high net worth individuals and families throughout Europe, the Middle East and Africa. We have over 11 years of experience in problem solving for our international clientele – both on a corporate and private basis. The solutions offered to each and every client are tailored to their unique needs, however underlying all our actions is the ultimate need to effectively maintain, grow and transfer wealth across generations. Focused on providing solutions globally, our services include low tax company formation, accounting and administration, international bank account introductions, immigration services, tax and estate planning as well as specialized marine and aviation services. |
MF |
|
|
Callamus Multi-Family Office |
Helen |
Varvaritis |
Managing Partner |
30 210 429 4958 |
|
hv@callamus.com |
info@callamus.com |
93 Charilaou Trikoupi |
Kifisia |
|
14563 |
Greece |
Europe |
|
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/callamus/ |
https://www.callamus.com/ |
Callamus is a multi-family office based in London and Athens, serving high net worth individuals and families throughout Europe, the Middle East and Africa. We have over 11 years of experience in problem solving for our international clientele – both on a corporate and private basis. The solutions offered to each and every client are tailored to their unique needs, however underlying all our actions is the ultimate need to effectively maintain, grow and transfer wealth across generations. Focused on providing solutions globally, our services include low tax company formation, accounting and administration, international bank account introductions, immigration services, tax and estate planning as well as specialized marine and aviation services. |
MF |
|
|
Callamus Multi-Family Office |
Magda |
Tsantou |
Account Manager |
30 210 429 4958 |
|
mt@callamus.com |
info@callamus.com |
93 Charilaou Trikoupi |
Kifisia |
|
14563 |
Greece |
Europe |
https://www.linkedin.com/in/magdalini-tsantou-339164a5/ |
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/callamus/ |
https://www.callamus.com/ |
Callamus is a multi-family office based in London and Athens, serving high net worth individuals and families throughout Europe, the Middle East and Africa. We have over 11 years of experience in problem solving for our international clientele – both on a corporate and private basis. The solutions offered to each and every client are tailored to their unique needs, however underlying all our actions is the ultimate need to effectively maintain, grow and transfer wealth across generations. Focused on providing solutions globally, our services include low tax company formation, accounting and administration, international bank account introductions, immigration services, tax and estate planning as well as specialized marine and aviation services. |
MF |
|
| 122 |
CAM Capital |
Heath |
Weisberg |
General Counsel |
(212) 205-6800 |
|
hweisberg@camcapital.com |
info@camcapital.com |
1330 Sixth Avenue, Floor 20 |
New York |
NY |
10019 |
United States of America |
North America |
|
Macro Hedge Fund, Private and Public Markets |
|
|
|
https://www.linkedin.com/in/scott-morenstein-4313211 |
https://www.camcapital.com/ |
CAM Capital’s goal is to achieve long-term compounded growth of its portfolio using a diversified, opportunistic investment strategy. In pursuit of this goal, CAM Capital engages in both trading activities and fundamentally driven investments. Our investments span all parts of the corporate capital structure in both the private and public markets. |
Private Equity |
|
|
CAM Capital |
Heath |
Weisberg |
Vice-Chair, General Counsel |
(212) 205-6800 |
|
hweisberg@camcapital.com |
info@camcapital.com |
1330 Sixth Avenue, Floor 20 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/heath-weisberg-8a21a07/ |
Hedge Funds |
2.012 |
$500M |
|
|
https://www.camcapital.com/ |
CAM Capital, a single family office and investment firm that engages in both trading activities and fundamentally driven investments spanning all parts of the corporate capital structure in both the private and public markets. |
SF |
|
|
CAM Capital |
Bruce |
Kovner |
Chairman |
(212) 205-6800 |
|
bkovner@camcapital.com |
info@camcapital.com |
1330 Sixth Avenue, Floor 20 |
New York |
NY |
10019 |
United States of America |
North America |
|
Hedge Funds |
2.012 |
$500M |
|
https://brucekovner.com/ |
https://www.camcapital.com/ |
CAM Capital, a single family office and investment firm that engages in both trading activities and fundamentally driven investments spanning all parts of the corporate capital structure in both the private and public markets. |
SF |
|
| 123 |
Cantilever Family (Pty) Ltd |
Carmen |
de Chalain |
Investment Principal |
27 76 129 3009 |
27 86 596 9408 |
carmen@cantilever-family.com |
info@cantilever-family.com |
1 Selby Road, Parkwood |
Randburg |
|
2193 |
South Africa |
Africa |
|
|
2.014 |
|
|
https://www.linkedin.com/company/cantilever-family-pty-ltd/ |
https://cantilever-family.com/ |
Cantilever Family is an established Multi-Family Office. Our mission is to guide families and individuals through each step of their global family wealth management process, by providing specialised and bespoke family office and administrative services.
We believe in building long-term relationships with our clients by honestly and independently assisting in the management and oversight of the family’s global wealth. Our core services include family-office services, global reporting, administration and cash management as well as accounting and bookkeeping. We complement these services with fiduciary and secretarial services, exchange control assistance and forex dealing. |
MF |
|
|
Cantilever Family (Pty) Ltd |
Johan |
Van Wyk |
Director |
41 79 210-8819 |
27 86 596 9408 |
johan@cantilever-family.com |
info@cantilever-family.com |
1 Selby Road, Parkwood |
Randburg |
|
2193 |
South Africa |
Africa |
https://www.linkedin.com/in/johan-van-wyk-290a97132/ |
|
2.014 |
|
|
https://www.linkedin.com/company/cantilever-family-pty-ltd/ |
https://cantilever-family.com/ |
Cantilever Family is an established Multi-Family Office. Our mission is to guide families and individuals through each step of their global family wealth management process, by providing specialised and bespoke family office and administrative services.
We believe in building long-term relationships with our clients by honestly and independently assisting in the management and oversight of the family’s global wealth. Our core services include family-office services, global reporting, administration and cash management as well as accounting and bookkeeping. We complement these services with fiduciary and secretarial services, exchange control assistance and forex dealing. |
MF |
|
|
Cantilever Family (Pty) Ltd |
Marinda |
Botha |
Senior Accountant |
27 76 129 3009 |
27 86 596 9408 |
marinda@cantilever-family.com |
info@cantilever-family.com |
1 Selby Road, Parkwood |
Randburg |
|
2193 |
South Africa |
Africa |
https://www.linkedin.com/in/marinda-botha-b52464155/ |
|
2.014 |
|
marindabotha193@gmail.com |
https://www.linkedin.com/company/cantilever-family-pty-ltd/ |
https://cantilever-family.com/ |
Cantilever Family is an established Multi-Family Office. Our mission is to guide families and individuals through each step of their global family wealth management process, by providing specialised and bespoke family office and administrative services.
We believe in building long-term relationships with our clients by honestly and independently assisting in the management and oversight of the family’s global wealth. Our core services include family-office services, global reporting, administration and cash management as well as accounting and bookkeeping. We complement these services with fiduciary and secretarial services, exchange control assistance and forex dealing. |
MF |
|
|
Cantilever Family (Pty) Ltd |
Kyle |
Muller |
Family Officer, Investment Management |
27 76 129 3009 |
27 86 596 9408 |
kyle@cantilever-family.com |
info@cantilever-family.com |
1 Selby Road, Parkwood |
Randburg |
|
2193 |
South Africa |
Africa |
https://www.linkedin.com/in/kyle-muller-izawealth/ |
|
2.014 |
|
kyle@convinafiduciary.com |
https://convinafiduciary.com/ |
https://cantilever-family.com/ |
Cantilever Family is an established Multi-Family Office. Our mission is to guide families and individuals through each step of their global family wealth management process, by providing specialised and bespoke family office and administrative services.
We believe in building long-term relationships with our clients by honestly and independently assisting in the management and oversight of the family’s global wealth. Our core services include family-office services, global reporting, administration and cash management as well as accounting and bookkeeping. We complement these services with fiduciary and secretarial services, exchange control assistance and forex dealing. |
MF |
|
|
Cantilever Family (Pty) Ltd |
Amal |
Autar |
Director |
27 76 129 3009 |
27 86 596 9408 |
amal@cantilever-family.com |
info@cantilever-family.com |
1 Selby Road, Parkwood |
Randburg |
|
2193 |
South Africa |
Africa |
https://www.linkedin.com/in/amal-autar-5b483aa1/ |
|
2.014 |
|
amal@convinafiduciary.com |
https://convinafiduciary.com/ |
https://cantilever-family.com/ |
Cantilever Family is an established Multi-Family Office. Our mission is to guide families and individuals through each step of their global family wealth management process, by providing specialised and bespoke family office and administrative services.
We believe in building long-term relationships with our clients by honestly and independently assisting in the management and oversight of the family’s global wealth. Our core services include family-office services, global reporting, administration and cash management as well as accounting and bookkeeping. We complement these services with fiduciary and secretarial services, exchange control assistance and forex dealing. |
MF |
|
| 124 |
Cantor Fund Management, LLC |
Joel |
Cantor |
Founder & CEO |
(727) 823-8161 |
|
info@cantorfunds.com |
info@cantorfunds.com |
147 Second Avenue South, Suite 200 |
St. Petersburg |
FL |
33701 |
United States of America |
North America |
https://www.linkedin.com/in/joelcantor/ |
Commercial Real Estate |
1.989 |
|
|
|
https://www.cantorfunds.com/ |
Cantor is a private equity real estate firm specializing in the acquisition and turnaround of well-located, high-quality, financially distressed and underperforming real estate assets located in secondary U.S. markets. Our unique concept is to offer investors a way to diversify their portfolios with alternative investments, while delivering consistent income as a 6% annual return paid out quarterly, along with significant upside potential based on value creation for an overall targeted 12%-18% return. |
PERE |
|
| 125 |
CANY Capital, LLC |
Erika |
Cramer |
Partner |
(415) 448-5040 |
|
erika@canycap.com |
|
700 Larkspur Landing Circle, Suite 245 |
Larkspur |
CA |
94939 |
United States of America |
North America |
https://www.linkedin.com/in/erika-cramer-2034298/ |
Hedge Funds, Private Equity/Real Estate, Limited Partnership, Fund of Funds, Alternative Investments |
2.018 |
$400M |
erika@howwomeninvest.com, info@howwomeninvest.com |
https://www.howwomeninvest.com/ |
https://atlantalife.com/erika-cramer/ |
CANY Capital, LLC, a single-family office and the sister firm of Alternative Access Capital, LLC, a private placement firm raising institutional capital for alternative investment products. |
SF |
|
| 126 |
Cape Capital AG |
Philipp |
Schlumpf |
Risk Manager |
41 438 884 560 |
41 438 886 061 |
philipp.schlumpf@capecapital.com |
info@capecapital.com |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/philipp-schlumpf-a665397/ |
Liquidity, Bond Fund, Equity Fund, Fixed Income Fund, Long/Short Equity Fund, Alternative Investments |
2.002 |
|
|
https://www.linkedin.com/company/capecapital/ |
https://capecapital.com/ |
Based in Zurich, Cape Capital is a trusted advisor and wealth manager to several large European families. We provide a holistic service for our clients, through in-house services and through a network of top experts in structures, trusts, and taxation. As our relationship with a client develops, we may take on additional roles serving as a trusted “sparring partner” for new endeavours or as a project manager. |
MF |
|
|
Cape Capital AG |
Alex |
Vukajlovic |
Chief Executive Officer |
41 438 884 560 |
41 438 886 061 |
alex.vukajlovic@capecapital.com |
info@capecapital.com |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/alex-vukajlovic-2150492a/ |
Liquidity, Bond Fund, Equity Fund, Fixed Income Fund, Long/Short Equity Fund, Alternative Investments |
2.002 |
|
|
https://www.linkedin.com/company/capecapital/ |
https://capecapital.com/ |
Based in Zurich, Cape Capital is a trusted advisor and wealth manager to several large European families. We provide a holistic service for our clients, through in-house services and through a network of top experts in structures, trusts, and taxation. As our relationship with a client develops, we may take on additional roles serving as a trusted “sparring partner” for new endeavours or as a project manager. |
MF |
|
|
Cape Capital AG |
Kim |
Gueissaz |
Head of Asset Management |
41 438 884 560 |
41 438 886 061 |
kim@capecapital.com |
info@capecapital.com |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/do-yeun-kim-gueissaz-cfa-caia-83ab12129/ |
Liquidity, Bond Fund, Equity Fund, Fixed Income Fund, Long/Short Equity Fund, Alternative Investments |
2.002 |
|
|
https://www.linkedin.com/company/capecapital/ |
https://capecapital.com/ |
Based in Zurich, Cape Capital is a trusted advisor and wealth manager to several large European families. We provide a holistic service for our clients, through in-house services and through a network of top experts in structures, trusts, and taxation. As our relationship with a client develops, we may take on additional roles serving as a trusted “sparring partner” for new endeavours or as a project manager. |
MF |
|
| 127 |
Capital Asset Management, Inc. |
Eric |
Rice |
Vice President & COO |
(614) 515-5510 |
(614) 635-1398 |
erice@capitalassetmgmt.com |
|
445 Hutchinson Ave., Suite 270 |
Columbus |
OH |
43235 |
United States of America |
North America |
https://www.linkedin.com/in/eric-rice-cfp®-10360821/ |
Alternative Investments, Endowments, M&A |
1.996 |
$116M |
|
|
https://www.capitalassetmgmt.com/ |
At CAM we provide affluent individuals and families with comprehensive solutions to manage their wealth. As an independent, multi-family office, our counsel is unbiased and objective. Our singular commitment is to the clients we serve. |
MF |
|
|
Capital Asset Management, Inc. |
Todd |
Fry |
Founder & CEO |
(614) 515-5510 |
(614) 635-1398 |
tfry@capitalassetmgmt.com |
|
445 Hutchinson Ave., Suite 270 |
Columbus |
OH |
43235 |
United States of America |
North America |
https://www.linkedin.com/in/todd-fry-cima®-cfs-29452617/ |
Alternative Investments, Endowments, M&A |
1.996 |
$116M |
|
https://twitter.com/ctoddfry |
https://www.capitalassetmgmt.com/ |
At CAM we provide affluent individuals and families with comprehensive solutions to manage their wealth. As an independent, multi-family office, our counsel is unbiased and objective. Our singular commitment is to the clients we serve. |
MF |
|
| 128 |
Capital-38 |
Sami |
Saeed |
Director |
44 207 722-7733 |
|
samisaeed02@gmail.com |
|
Prince Albert House, 2 Kingsmill Terrace, St John's Wood |
London |
|
NW8 6BN |
United Kingdom |
Europe |
https://www.linkedin.com/in/sami-m-a-saeed/ |
Real Estate, Liquidity Management, Alternative Investments, Securities, Legal Advice |
2.019 |
|
|
https://www.linkedin.com/company/capital-38/ |
https://www.capital-38.com/ |
Headquartered in London, Capital-38 is a single family office focused on building, managing and protecting wealth across generations. |
SF |
|
|
Capital-38 |
Minesh |
Patel |
Investment Manager |
44 207 722-7733 |
|
minesh.patel@capital-38.com |
|
Prince Albert House, 2 Kingsmill Terrace, St John's Wood |
London |
|
NW8 6BN |
United Kingdom |
Europe |
https://www.linkedin.com/in/mineshppatel3/ |
Real Estate, Liquidity Management, Alternative Investments, Securities, Legal Advice |
2.019 |
|
|
https://www.linkedin.com/company/capital-38/ |
https://www.capital-38.com/ |
Headquartered in London, Capital-38 is a single family office focused on building, managing and protecting wealth across generations. |
SF |
|
|
Capital-38 |
Khalid |
Sanad |
Director Real Estate |
44 207 722-7733 |
|
khalid.sanad@capital-38.com |
|
Prince Albert House, 2 Kingsmill Terrace, St John's Wood |
London |
|
NW8 6BN |
United Kingdom |
Europe |
https://www.linkedin.com/in/khalid-sanad-7104ba158/ |
Real Estate, Liquidity Management, Alternative Investments, Securities, Legal Advice |
2.019 |
|
|
https://www.linkedin.com/company/capital-38/ |
https://www.capital-38.com/ |
Headquartered in London, Capital-38 is a single family office focused on building, managing and protecting wealth across generations. |
SF |
|
| 129 |
Capitol Family Office, Inc. |
Erica |
Nortman |
Chief Operating Officer |
(503) 897-0236 |
(503) 616-4124 |
ericanortman@capitolcfo.com |
info@capitolcfo.com |
1500 NW Bethany Blvd., Suite 200 |
Beaverton |
OR |
97006 |
United States of America |
North America |
https://www.linkedin.com/in/erica-nortman-b620bba/ |
Mutual Funds & Alternative Investments |
2.011 |
$132M |
|
https://www.linkedin.com/company/capitol-family-office/ |
https://capitolcfo.com/ |
We offer the services of a Multi-Family Office including access to professional money management, comprehensive financial planning, investment advice, insurance, and many other capabilities to a select clientele.
Capitol Family Office, Inc. is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Capitol Family Office, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.
Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Capitol Family Office, Inc. does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members. |
MF |
|
|
Capitol Family Office, Inc. |
Mark |
Nortman |
Chief Executive Officer |
(503) 897-0236 |
(503) 616-4124 |
marknortman@capitolcfo.com |
info@capitolcfo.com |
1500 NW Bethany Blvd., Suite 200 |
Beaverton |
OR |
97006 |
United States of America |
North America |
https://www.linkedin.com/in/marknortman/ |
Mutual Funds & Alternative Investments |
2.011 |
$132M |
|
https://www.linkedin.com/company/capitol-family-office/ |
https://capitolcfo.com/ |
We offer the services of a Multi-Family Office including access to professional money management, comprehensive financial planning, investment advice, insurance, and many other capabilities to a select clientele.
Capitol Family Office, Inc. is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Capitol Family Office, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.
Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Capitol Family Office, Inc. does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members. |
MF |
|
|
Capitol Family Office, Inc. |
Stephen |
Crabb |
Associate Wealth Manager |
(503) 897-0236 |
(503) 616-4124 |
stephencrabb@capitolcfo.com |
info@capitolcfo.com |
1500 NW Bethany Blvd., Suite 200 |
Beaverton |
OR |
97006 |
United States of America |
North America |
https://www.linkedin.com/in/crabbstephen/ |
Mutual Funds & Alternative Investments |
2.011 |
$132M |
|
https://www.linkedin.com/company/capitol-family-office/ |
https://capitolcfo.com/ |
We offer the services of a Multi-Family Office including access to professional money management, comprehensive financial planning, investment advice, insurance, and many other capabilities to a select clientele.
Capitol Family Office, Inc. is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Capitol Family Office, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.
Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Capitol Family Office, Inc. does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members. |
MF |
|
| 130 |
CAPLINX LLC |
Mark |
Chiappara |
CEO & Managing Partner |
(212) 988-2000 |
|
mark.chiappara@caplinx.com |
info@caplinx.com |
1441 Brickell Ave., Suite 1007 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/mark-chiappara-ba171033/ |
Private Bank Loan Verticals, Annviation, Marine, Artwork, Collectibles, Commercial Real Estate, Securities, Private Equity, Private Company Shares, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/caplinx-advisors-llc/ |
https://www.caplinx.com/ |
CAPLINX is a multi-family office that provides best-in-class financial products and services to entrepreneurs, HNW individuals, and their private companies. We are expert in a number of different private bank loan verticals including aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, private company shares, hedge funds, and select ABL lending structures. |
MF |
|
|
CAPLINX LLC |
Greg |
Barrow |
COO & Managing Director |
(212) 988-2000 |
|
greg@generalcapitalpartners.com |
info@caplinx.com |
1441 Brickell Ave., Suite 1007 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/barrowgreg/ |
Private Bank Loan Verticals, Annviation, Marine, Artwork, Collectibles, Commercial Real Estate, Securities, Private Equity, Private Company Shares, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/caplinx-advisors-llc/ |
https://www.caplinx.com/ |
CAPLINX is a multi-family office that provides best-in-class financial products and services to entrepreneurs, HNW individuals, and their private companies. We are expert in a number of different private bank loan verticals including aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, private company shares, hedge funds, and select ABL lending structures. |
MF |
|
|
CAPLINX LLC |
Sam |
Malhotra |
Senior Vice President |
(212) 988-2000 |
|
sam.malhotra@caplinx.com |
info@caplinx.com |
1441 Brickell Ave., Suite 1007 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/sam-malhotra-bb44585/ |
Private Bank Loan Verticals, Annviation, Marine, Artwork, Collectibles, Commercial Real Estate, Securities, Private Equity, Private Company Shares, Hedge Funds |
2.013 |
|
sam.malhotra@wealthfour.com |
https://www.linkedin.com/company/caplinx-advisors-llc/ |
https://www.caplinx.com/ |
CAPLINX is a multi-family office that provides best-in-class financial products and services to entrepreneurs, HNW individuals, and their private companies. We are expert in a number of different private bank loan verticals including aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, private company shares, hedge funds, and select ABL lending structures. |
MF |
|
|
CAPLINX LLC |
Lorenzo |
Gatti |
Managing Director |
Direct: 49 69 46 092-66625 |
|
lgatti@gatti-co.com |
info@caplinx.com |
1441 Brickell Ave., Suite 1007 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/lorenzo-gatti-8160672/ |
Private Bank Loan Verticals, Annviation, Marine, Artwork, Collectibles, Commercial Real Estate, Securities, Private Equity, Private Company Shares, Hedge Funds |
2.013 |
|
|
https://www.gatti-co.com/ |
https://www.caplinx.com/ |
CAPLINX is a multi-family office that provides best-in-class financial products and services to entrepreneurs, HNW individuals, and their private companies. We are expert in a number of different private bank loan verticals including aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, private company shares, hedge funds, and select ABL lending structures. |
MF |
|
| 131 |
Carey AG |
Beat |
Haering |
Executive Director & Managing Partner |
Mobile: 41 791 371 275 |
41 434 991 155 |
beat.haering@carey.ch |
info@carey.ch |
Alderstrasse 49 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/beathaering/ |
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology |
2.003 |
|
|
https://www.linkedin.com/company/carey-ag/ |
https://carey.ch/ |
CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust.
A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course.
Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. |
MF |
|
|
Carey AG |
Nicole |
Flöthe |
Executive Director & Partner |
Mobile: 41 799 360 398 |
41 434 991 155 |
nicole.floethe@carey.ch |
info@carey.ch |
Alderstrasse 49 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/nicole-flöthe-844013117/ |
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology |
2.003 |
|
|
https://www.linkedin.com/company/carey-ag/ |
https://carey.ch/ |
CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust.
A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course.
Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. |
MF |
|
|
Carey AG |
Rachel |
Fowler Pedotti |
Senior Trust Officer |
Mobile: 41 765 830 320 |
41 434 991 155 |
rachel.fowler@carey.ch |
info@carey.ch |
Alderstrasse 49 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
|
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology |
2.003 |
|
|
https://www.linkedin.com/company/carey-ag/ |
https://carey.ch/ |
CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust.
A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course.
Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. |
MF |
|
|
Carey AG |
Nicole |
Steiner |
Senior Trust Officer |
41 434 991 144 |
41 434 991 155 |
nicole.steiner@carey.ch |
info@carey.ch |
Alderstrasse 49 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/nicole-steiner-4579491a3/ |
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology |
2.003 |
|
|
https://www.linkedin.com/company/carey-ag/ |
https://carey.ch/ |
CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust.
A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course.
Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. |
MF |
|
|
Carey AG |
Kripa |
Sethuraman |
Family Advisor |
Mobile: 41 794 438 344 |
41 434 991 155 |
kripa.sethuraman@carey.ch |
info@carey.ch |
Alderstrasse 49 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/kripa-sethuraman/ |
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology |
2.003 |
|
|
https://www.linkedin.com/company/carey-ag/ |
https://carey.ch/ |
CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust.
A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course.
Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. |
MF |
|
|
Carey AG |
Urs |
Specker |
Consultant |
41 434 991 144 |
41 434 991 155 |
urs.specker@carey.ch |
info@carey.ch |
Alderstrasse 49 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/urs-specker-6838056/ |
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology |
2.003 |
|
|
https://www.linkedin.com/company/carey-ag/ |
https://carey.ch/ |
CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust.
A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course.
Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. |
MF |
|
| 132 |
Carpa Patrimonial |
Ian |
Dubugras |
Partner & Chief Executive Officer |
55 (11) 5633-2766 |
55 (11) 3578-9300 |
ian.dubugras@carpapatrimonial.com.br |
contato@carpapatrimonial.com.br |
Av. Brigadeiro Faria Lima, 4300, 3º andar, Cj. 31 - Itaim Bibi |
Sao Paulo |
SP |
04538-132 |
Brazil |
South America |
https://www.linkedin.com/in/ian-dubugras-142610124/ |
Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy |
2.015 |
|
controladoria@carpapatrimonial.com.br |
https://www.linkedin.com/company/carpa-patrimonial/ |
https://carpapatrimonial.com.br/ |
Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market.
We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. |
MF |
|
|
Carpa Patrimonial |
Jaques |
Wanderley |
Partner, Patrimonial Services Director |
55 (11) 5633-2766 |
55 (11) 3578-9300 |
jaques.wanderley@carpapatrimonial.com.br |
contato@carpapatrimonial.com.br |
Av. Brigadeiro Faria Lima, 4300, 3º andar, Cj. 31 - Itaim Bibi |
Sao Paulo |
SP |
04538-132 |
Brazil |
South America |
https://www.linkedin.com/in/jaques-wanderley-cfp®-3b621474/ |
Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy |
2.015 |
|
|
https://www.linkedin.com/company/carpa-patrimonial/ |
https://carpapatrimonial.com.br/ |
Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market.
We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. |
MF |
|
|
Carpa Patrimonial |
Mariza |
Gross |
Partner |
Direct: 55 (21) 2113-6820 |
55 (11) 3578-9300 |
grossmariza@gmail.com |
contato@carpapatrimonial.com.br |
Av. Brigadeiro Faria Lima, 4300, 3º andar, Cj. 31 - Itaim Bibi |
Sao Paulo |
SP |
04538-132 |
Brazil |
South America |
https://www.linkedin.com/in/mariza-gross-b99a2924/ |
Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy |
2.015 |
|
|
https://www.linkedin.com/company/carpa-patrimonial/ |
https://carpapatrimonial.com.br/ |
Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market.
We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. |
MF |
|
|
Carpa Patrimonial |
Pedro |
Lima Romeiro |
Partner, Legal & Compliance Director |
55 (11) 5633-2766 |
55 (11) 3578-9300 |
pedro.romeiro@carpapatrimonial.com.br |
contato@carpapatrimonial.com.br |
Av. Brigadeiro Faria Lima, 4300, 3º andar, Cj. 31 - Itaim Bibi |
Sao Paulo |
SP |
04538-132 |
Brazil |
South America |
https://www.linkedin.com/in/pedroromeiro/ |
Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy |
2.015 |
|
|
https://www.linkedin.com/company/carpa-patrimonial/ |
https://carpapatrimonial.com.br/ |
Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market.
We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. |
MF |
|
|
Carpa Patrimonial |
Celso |
Colombo |
Partner & CIO |
55 (21) 2525-2766 |
55 (11) 3578-9300 |
celso.colombo@carpapatrimonial.com.br |
contato@carpapatrimonial.com.br |
Rua Visconde de Pirajá, 470 / 5º andar, Ipanema |
Rio de Janeiro |
RJ |
22410-002 |
Brazil |
South America |
https://www.linkedin.com/in/celso-colombo-neto-99ba8645/ |
Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy |
2.015 |
|
|
https://www.linkedin.com/company/carpa-patrimonial/ |
https://carpapatrimonial.com.br/ |
Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market.
We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. |
MF |
|
| 133 |
Carret Private Investments Limited |
Laurence |
Golding |
Managing Director |
(212) 593-3800 |
(212) 593-9796 |
lgolding@carret.com |
info@carret.com |
320 Park Avenue, 18th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/laurence-golding-2318081/ |
Private Equity, Hedge Funds |
1.963 |
$3.5B |
|
http://www.carret.com/ |
http://carretprivate.com/ |
Carret Private is a multi-family office focused on holistic solutions for ultra-high-net-worth families. |
MF |
|
|
Carret Private Investments Limited |
Jonathan |
Schiff |
Director & Seed Investor |
852 2973-1200 |
852 2518-8776 |
jschiff@schiffdev.com |
info@carret.com |
9/F, Konnect, 303 Jaffe Road |
Wanchai |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/jonathanschiff925/ |
Private Equity, Hedge Funds |
1.963 |
$3.5B |
info@gnomadic.world |
https://www.gnomadic.world/ |
http://carretprivate.com/ |
Carret Private is a multi-family office focused on holistic solutions for ultra-high-net-worth families. |
MF |
|
|
Carret Private Investments Limited |
Samuel |
Chee |
Partner |
852 2973-1200 |
852 2518-8776 |
samuel@carretprivate.com |
info@carret.com |
9/F, Konnect, 303 Jaffe Road |
Wanchai |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/samuel-chee-63a7a12b/ |
Private Equity, Hedge Funds |
1.963 |
$3.5B |
|
http://www.carret.com/ |
http://carretprivate.com/ |
Carret Private is a multi-family office focused on holistic solutions for ultra-high-net-worth families. |
MF |
|
|
Carret Private Investments Limited |
Xavier |
Buensalido |
Director |
Direct: 63 917 885-9582 |
852 2518-8776 |
xavier@carretprivate.com |
info@carret.com |
9/F, Konnect, 303 Jaffe Road |
Wanchai |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/xavier-john-buensalido-cfa-2a503516/ |
Private Equity, Hedge Funds |
1.963 |
$3.5B |
|
http://www.carret.com/ |
http://carretprivate.com/ |
Carret Private is a multi-family office focused on holistic solutions for ultra-high-net-worth families. |
MF |
|
| 134 |
Cashel Family Office (Australia) Pty Ltd |
Denise |
Quang |
Chief Financial Officer |
61 392 099 000 |
61 392 099 099 |
dquang@cashelhg.com |
privacy@cashelhg.com |
Level 14, 1 Collins Street |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/denise-quang-3869a8b1/ |
Alternative Investments |
2.007 |
$759M |
|
https://www.linkedin.com/company/cashel-house/ |
https://cashelfo.com/ |
Cashel Family Office is Australia’s leading multi-family office, catering to aspiring and affluent families, professionals, entrepreneurs and charities. Our in-house experts and specially selected partners work with you to curate and manage your wealth, ensuring your family is financially secure for future generations. |
MF |
|
|
Cashel Family Office (Australia) Pty Ltd |
Angus |
Mason |
CEO and Head of Private Wealth |
61 392 099 000 |
61 392 099 099 |
amason@cashelhg.com |
privacy@cashelhg.com |
Level 14, 1 Collins Street |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/angus-mason-5529a08/ |
Alternative Investments |
2.007 |
$759M |
|
https://www.linkedin.com/company/cashel-house/ |
https://cashelfo.com/ |
Cashel Family Office is Australia’s leading multi-family office, catering to aspiring and affluent families, professionals, entrepreneurs and charities. Our in-house experts and specially selected partners work with you to curate and manage your wealth, ensuring your family is financially secure for future generations. |
MF |
|
|
Cashel Family Office (Australia) Pty Ltd |
Anthony |
Smith |
Senior Portfolio Manager, Investment Committee Member |
61 419 553 996 |
61 392 099 099 |
tsmith@cashelhg.com |
privacy@cashelhg.com |
Level 14, 1 Collins Street |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/tony-smith-1b409a22/ |
Alternative Investments |
2.007 |
$759M |
|
https://www.linkedin.com/company/cashel-house/ |
https://cashelfo.com/ |
Cashel Family Office is Australia’s leading multi-family office, catering to aspiring and affluent families, professionals, entrepreneurs and charities. Our in-house experts and specially selected partners work with you to curate and manage your wealth, ensuring your family is financially secure for future generations. |
MF |
|
|
Cashel Family Office (Australia) Pty Ltd |
Wayne |
Brown |
Senior Financial Planner, Investment Committee Member |
61 392 099 000 |
61 392 099 099 |
wbrown@cashelhg.com |
privacy@cashelhg.com |
Level 14, 1 Collins Street |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/wayne-brown-12a8a490/ |
Alternative Investments |
2.007 |
$759M |
|
https://www.linkedin.com/company/cashel-house/ |
https://cashelfo.com/ |
Cashel Family Office is Australia’s leading multi-family office, catering to aspiring and affluent families, professionals, entrepreneurs and charities. Our in-house experts and specially selected partners work with you to curate and manage your wealth, ensuring your family is financially secure for future generations. |
MF |
|
|
Cashel Family Office (Australia) Pty Ltd |
Chris |
Smith |
Structuring & Investments |
61 392 099 000 |
61 392 099 099 |
csmith@cashelhg.com |
privacy@cashelhg.com |
Level 14, 1 Collins Street |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/chris-smith-a12b96127/ |
Alternative Investments |
2.007 |
$759M |
|
https://www.linkedin.com/company/cashel-house/ |
https://cashelfo.com/ |
Cashel Family Office is Australia’s leading multi-family office, catering to aspiring and affluent families, professionals, entrepreneurs and charities. Our in-house experts and specially selected partners work with you to curate and manage your wealth, ensuring your family is financially secure for future generations. |
MF |
|
| 135 |
Caspa Familly Office & Wealth Management |
Ilan |
Sadoun |
Co-CEO |
972 97 737 727 |
972 97 732 705 |
ilan@milan.co.il |
|
2A Hamelacha St., 4th Floor |
Raanana |
|
4366101 |
Israel |
Asia |
https://www.linkedin.com/in/ilan-sadoun-b54121/ |
Alternative Investments |
2.007 |
|
|
|
https://www.caspa.co.il/ |
Caspa is a wealth management company dedicated to preserve the wealth of all its customers. Located in Ra'anana, Caspa provides asset management, investment advisory and comprehensive Family Office services to variant costumers all around Israel. |
MF |
Mailing Address:
P.O. Box 2357
Beit Bonei Binyan | 4th Floor
Israel |
|
Caspa Family Office & Wealth Management |
Ilan |
Sadon |
Co-CEO |
972 9 77 377 27 |
972 9 77 327 05 |
ilan@milan.co.il |
|
2A Hamelacha St., Raanana 4366101, P.O. Box 2357, Beit Bonei Binyan, 4th Floor |
|
|
|
Israel |
Asia |
https://www.linkedin.com/in/ilan-sadoun-b54121/ |
Alternative Investments |
2.006 |
$30M |
|
|
https://www.caspa.co.il/ |
Caspa is a wealth management company dedicated to preserve the wealth of all its customers. Located in Ra'anana, Caspa provides asset management, investment advisory and comprehensive Family Office services to variant costumers all around Israel. |
MF |
|
| 136 |
Castle Island Family Office |
Kevin |
McCluskey |
CEO & Director of Investments |
(561) 762-7719 |
|
kmccluskey@seahuntercapital.com |
|
1253 Old Okeechobee Rd., Suite B6 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-mccluskey-789454195/ |
Alternative Investments, Public and Private Equities |
1.998 |
$700M |
|
https://seahuntercapital.com/ |
https://castleislandfamilyoffice.com/ |
Castle Island is a multi-faceted, disciplined family office platform that provides solutions for both public and private investments, banking services, tax and accounting, cash flow management as well as holistic multi-generational planning.
With decades serving some of the wealthiest families in America, Castle Island has honed a unique skill set designed to expertly manage the complexities which lead to sustained financial success. See how we can help you secure your wealth for generations to come.
We are a multi-disciplinary asset management and private equity firm built upon the core principles of trust, commitment to excellence, risk management, understanding the value of partnerships and total transparency.
Seeking investment outperformance in today’s global marketplace requires extremely deep diligence across all asset classes, both public and private. We have built our firm on the principle of relentlessly pursuing information and conducting deep research, both inherently essential to delivering measured results. |
MF |
|
| 137 |
Centiveo AG |
Vladislav |
Osipov |
Managing Director |
41 434 885 060 |
41 435 002 471 |
|
info@centiveo.ch |
Bellerivestrasse 18 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
|
Real Estate, Alternative Investments |
2.010 |
|
investor.relations@zueblin.ch |
https://www.zueblin.ch/en/company/organisation/#vladislav-osipov |
https://centiveo.ch/ |
Centiveo, a multi-family office advisory boutique. The Firm's principals and core team members, each expert and experienced in their respective fields, have securely and successfully managed the confidential private family office affairs of Fortune 500 and Forbes 100 ultra-high net worth individuals for more than ten years. |
MF |
|
| 138 |
Central Park Group, LLC |
Gregory |
Brousseau |
CoCEO & CoChief Investment Officer |
(212) 317-9200 |
|
gbrousseau@centralparkgroup.com |
|
805 Third Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/greg-brousseau-804b655/ |
Real Estate |
|
|
|
|
https://centralparkgroup.com/ |
Central Park Group, LLC was founded to serve the growing demand for alternative investments among high net worth and smaller institutional investors. The Firm sources private equity, hedge fund, real estate and fund-of-funds managers and develops offerings that are appropriate for a broad range of qualified investors. With experience across alternative investment asset classes, Central Park Group has established a platform of offerings to serve the needs of sophisticated investors in an increasingly complex investment environment. |
Private Equity |
|
|
Central Park Group, LLC |
Mitchell |
Tanzman |
CoCEO & CoChief Investment Officer |
(212) 317-9200 |
|
mtanzman@centralparkgroup.com |
|
805 Third Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/mitchell-tanzman-8a880211/ |
Real Estate |
|
|
|
|
https://centralparkgroup.com/ |
Central Park Group, LLC was founded to serve the growing demand for alternative investments among high net worth and smaller institutional investors. The Firm sources private equity, hedge fund, real estate and fund-of-funds managers and develops offerings that are appropriate for a broad range of qualified investors. With experience across alternative investment asset classes, Central Park Group has established a platform of offerings to serve the needs of sophisticated investors in an increasingly complex investment environment. |
Private Equity |
|
| 139 |
Cenzia AS |
Andreas |
Stang |
Managing Partner |
Mobile: 47 95 993 971 |
|
as@cenzia.no |
kontakt@cenzia.no |
P.O. Box 1358, Vika |
Oslo |
|
N-0113 |
Norway |
Europe |
https://www.linkedin.com/in/andreas-stang-0757ab25/ |
Private Equity, Venture Capital, Hedge Funds, Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/cenzia-investment-advisors/ |
https://cenzia.no/ |
Cenzia is a partner owned and independent multi-family office serving UHNW private clients, family investment companies and trusts. |
MF |
Visiting Address:
Haakon VII’s gate 1
N-0161 Oslo
Norway |
|
Cenzia AS |
Nicolai |
Andresen |
Founding Partner |
Mobile: 47 47 469 593 |
|
nicolai.andresen@cenzia.no |
kontakt@cenzia.no |
P.O. Box 1358, Vika |
Oslo |
|
N-0113 |
Norway |
Europe |
https://www.linkedin.com/in/nicolai-andresen-6314424/ |
Private Equity, Venture Capital, Hedge Funds, Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/cenzia-investment-advisors/ |
https://cenzia.no/ |
Cenzia is a partner owned and independent multi-family office serving UHNW private clients, family investment companies and trusts. |
MF |
Visiting Address:
Haakon VII’s gate 1
N-0161 Oslo
Norway |
|
Cenzia AS |
Thomas |
Oma |
Investment Director & Partner |
Mobile: 47 99 456 862 |
|
thomas.oma@cenzia.no |
kontakt@cenzia.no |
P.O. Box 1358, Vika |
Oslo |
|
N-0113 |
Norway |
Europe |
https://www.linkedin.com/in/thomas-oma-5265751a/ |
Private Equity, Venture Capital, Hedge Funds, Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/cenzia-investment-advisors/ |
https://cenzia.no/ |
Cenzia is a partner owned and independent multi-family office serving UHNW private clients, family investment companies and trusts. |
MF |
Visiting Address:
Haakon VII’s gate 1
N-0161 Oslo
Norway |
|
Cenzia AS |
Thomas |
Skjoldmo |
Investment Director & Head of Family Office |
Mobile: 47 48 404 245 |
|
thomas.skjoldmo@cenzia.no |
kontakt@cenzia.no |
P.O. Box 1358, Vika |
Oslo |
|
N-0113 |
Norway |
Europe |
https://www.linkedin.com/in/thomas-skjoldmo-2308969/ |
Private Equity, Venture Capital, Hedge Funds, Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/cenzia-investment-advisors/ |
https://cenzia.no/ |
Cenzia is a partner owned and independent multi-family office serving UHNW private clients, family investment companies and trusts. |
MF |
Visiting Address:
Haakon VII’s gate 1
N-0161 Oslo
Norway |
|
Cenzia AS |
Nina |
Fagermoen |
Head of Settlements & Portfolio Reporting |
Mobile: 47 95 991 699 |
|
nina.fagermoen@cenzia.no |
kontakt@cenzia.no |
P.O. Box 1358, Vika |
Oslo |
|
N-0113 |
Norway |
Europe |
https://www.linkedin.com/in/ninafagermoen/ |
Private Equity, Venture Capital, Hedge Funds, Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/cenzia-investment-advisors/ |
https://cenzia.no/ |
Cenzia is a partner owned and independent multi-family office serving UHNW private clients, family investment companies and trusts. |
MF |
Visiting Address:
Haakon VII’s gate 1
N-0161 Oslo
Norway |
| 140 |
Cercone Family Office |
Chris |
Cercone |
General Counsel |
(415) 891-9991 |
|
chris@chriscercone.com |
|
|
Atherton |
CA |
|
United States of America |
North America |
https://www.linkedin.com/in/chris-cercone/ |
Venture Capital, Technology, Alternative Investments, Hedge Funds |
2.012 |
|
|
|
http://chriscercone.com/ |
Chris Cercone serves as General Counsel for a California-based single family office. Family general counsel, family office operations and direction, investment fund counsel, and portfolio company advising for a fantastic family. Most recently interim lead of portfolio company with hundreds of employees. |
SF |
|
| 141 |
CH Investment Partners |
Mike |
Silverman |
Co-President & Chief Investment Officer |
(214) 661-8111 |
(214) 661-8333 |
msilverman@chinvestments.com |
info@chinvestments.com |
3953 Maple Avenue, Suite 250 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/mike-silverman-706646a7/ |
GLOBAL EQUITIES, HEDGE FUNDS, PRIVATE EQUITY & DIRECT INVESTMENTS, MASTER LIMITED PARTNERSHIPS, REAL ESTATE, Retail, Self-Storage, Multifamily, FIXED INCOME |
2.011 |
$9.5B |
|
https://www.linkedin.com/company/ch-investment-partners/ |
https://www.chinvestments.com/ |
CH Investment Partners is an investment advisor to ultra-high net worth families. Originally Crow Holdings Capital – Investment Partners, CH Investment Partners operates through a highly aligned model, using a cooperative approach for the benefit of a select group of families nationwide. The team is based in Dallas and specializes in developing and implementing customized investment portfolios for each family, delivered with exceptional service. |
MF |
|
|
CH Investment Partners |
Kirk |
Rimer |
Co-President |
(214) 661-8130 |
(214) 661-8333 |
krimer@chinvestments.com |
info@chinvestments.com |
3953 Maple Avenue, Suite 250 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/kirk-rimer-061b0345/ |
GLOBAL EQUITIES, HEDGE FUNDS, PRIVATE EQUITY & DIRECT INVESTMENTS, MASTER LIMITED PARTNERSHIPS, REAL ESTATE, Retail, Self-Storage, Multifamily, FIXED INCOME |
2.011 |
$9.5B |
|
https://www.linkedin.com/company/ch-investment-partners/ |
https://www.chinvestments.com/ |
CH Investment Partners is an investment advisor to ultra-high net worth families. Originally Crow Holdings Capital – Investment Partners, CH Investment Partners operates through a highly aligned model, using a cooperative approach for the benefit of a select group of families nationwide. The team is based in Dallas and specializes in developing and implementing customized investment portfolios for each family, delivered with exceptional service. |
MF |
|
| 142 |
Chancery Hill Ventures Pte. Ltd. |
Justin |
Lean |
Chief Executive Officer |
65 6653 4358 |
|
justin@chanceryhillventures.com |
counsel@chanceryhillventures.com |
Marina Bay Financial Centre Tower 1, Level 11, 8 Marina Boulevard |
Singapore |
|
018981 |
Singapore |
Asia |
https://www.linkedin.com/in/justin-lean-606a96105/ |
Private Equity, Hedge Funds, Venture Capital, Pre-Seed and Seed Stage Startups, FinTech, Gaming, Healthcare, Marketing, e-Commerce, Ad-Tech, Content Delivery, Logistics |
2.018 |
|
|
https://www.linkedin.com/company/chancery/ |
https://www.chanceryhillventures.com/ |
Chancery Hill Ventures is a Singapore-based asset management firm and multi-family office, committed to providing insights and partnerships to today’s sophisticated global investors. Our investment philosophy is guided by the perpetual endeavour to interpret the intricacies of international markets, realised by leveraging on technologically driven pattern recognition to validate timeless economic fundamentals. We strive to build a community of independent thinkers, self-starters, and problem solvers to address the complex economic puzzles that underpin tomorrow’s ever-evolving investment landscape. |
MF |
|
|
Chancery Hill Ventures Pte. Ltd. |
Ryan |
Lee |
Chief Operating Officer |
65 6653 4358 |
|
ryan@chanceryhillventures.com |
counsel@chanceryhillventures.com |
Marina Bay Financial Centre Tower 1, Level 11, 8 Marina Boulevard |
Singapore |
|
018981 |
Singapore |
Asia |
|
Private Equity, Hedge Funds, Venture Capital, Pre-Seed and Seed Stage Startups, FinTech, Gaming, Healthcare, Marketing, e-Commerce, Ad-Tech, Content Delivery, Logistics |
2.018 |
|
|
https://www.linkedin.com/company/chancery/ |
https://www.chanceryhillventures.com/ |
Chancery Hill Ventures is a Singapore-based asset management firm and multi-family office, committed to providing insights and partnerships to today’s sophisticated global investors. Our investment philosophy is guided by the perpetual endeavour to interpret the intricacies of international markets, realised by leveraging on technologically driven pattern recognition to validate timeless economic fundamentals. We strive to build a community of independent thinkers, self-starters, and problem solvers to address the complex economic puzzles that underpin tomorrow’s ever-evolving investment landscape. |
MF |
|
|
Chancery Hill Ventures Pte. Ltd. |
Darren |
Chu |
Chief Investment Officer |
Mobile: 65 8118 8840 |
|
darren@chanceryhillventures.com |
counsel@chanceryhillventures.com |
Marina Bay Financial Centre Tower 1, Level 11, 8 Marina Boulevard |
Singapore |
|
018981 |
Singapore |
Asia |
https://www.linkedin.com/in/darrenchu/ |
Private Equity, Hedge Funds, Venture Capital, Pre-Seed and Seed Stage Startups, FinTech, Gaming, Healthcare, Marketing, e-Commerce, Ad-Tech, Content Delivery, Logistics |
2.018 |
|
info@tradablepatterns.com |
https://tradablepatterns.com/about-us/ |
https://www.chanceryhillventures.com/ |
Chancery Hill Ventures is a Singapore-based asset management firm and multi-family office, committed to providing insights and partnerships to today’s sophisticated global investors. Our investment philosophy is guided by the perpetual endeavour to interpret the intricacies of international markets, realised by leveraging on technologically driven pattern recognition to validate timeless economic fundamentals. We strive to build a community of independent thinkers, self-starters, and problem solvers to address the complex economic puzzles that underpin tomorrow’s ever-evolving investment landscape. |
MF |
|
|
Chancery Hill Ventures Pte. Ltd. |
Ersin |
Dalkali |
Senior Advisor |
65 6653 4358 |
|
ersin@chanceryhillventures.com |
counsel@chanceryhillventures.com |
Marina Bay Financial Centre Tower 1, Level 11, 8 Marina Boulevard |
Singapore |
|
018981 |
Singapore |
Asia |
https://www.linkedin.com/in/ersinda/details/experience/ |
Private Equity, Hedge Funds, Venture Capital, Pre-Seed and Seed Stage Startups, FinTech, Gaming, Healthcare, Marketing, e-Commerce, Ad-Tech, Content Delivery, Logistics |
2.018 |
|
|
https://www.struct.fi/ |
https://www.chanceryhillventures.com/ |
Chancery Hill Ventures is a Singapore-based asset management firm and multi-family office, committed to providing insights and partnerships to today’s sophisticated global investors. Our investment philosophy is guided by the perpetual endeavour to interpret the intricacies of international markets, realised by leveraging on technologically driven pattern recognition to validate timeless economic fundamentals. We strive to build a community of independent thinkers, self-starters, and problem solvers to address the complex economic puzzles that underpin tomorrow’s ever-evolving investment landscape. |
MF |
|
| 143 |
Chasefield Capital LLC |
Jordan |
Pine |
Associate |
(303) 854-8425 |
(303) 854-8425 |
jordan@chasefield.co |
|
3900 S Wadsworth Blvd., Suite 480 |
Lakewood |
CO |
80235 |
United States of America |
North America |
https://www.linkedin.com/in/jordan-pine-764314163/ |
Hedge Funds |
2.014 |
$27M |
|
https://www.linkedin.com/company/chasefield-capital/ |
https://www.chasefieldcapital.com/ |
Chasefield Capital is a multi family office serving families between $30 and $100 million in net worth. We provide sophisticated personalized investment management and consulting. Additionally, our company offers family planning and administration. As managing director, it is my responsibility to design and implement the services Chasefield offers. |
MF |
|
|
Chasefield Capital LLC |
Kellie |
Beiers |
Client Service & Operations Manager |
(303) 854-8425 |
(303) 854-8425 |
kellie@chasefieldcapital.com |
|
3900 S Wadsworth Blvd., Suite 480 |
Lakewood |
CO |
80235 |
United States of America |
North America |
https://www.linkedin.com/in/kellie-beiers-75327974/ |
Hedge Funds |
2.014 |
$27M |
|
https://www.linkedin.com/company/chasefield-capital/ |
https://www.chasefieldcapital.com/ |
Chasefield Capital is a multi family office serving families between $30 and $100 million in net worth. We provide sophisticated personalized investment management and consulting. Additionally, our company offers family planning and administration. As managing director, it is my responsibility to design and implement the services Chasefield offers. |
MF |
|
| 144 |
Chauncey F. Lufkin III Foundation | Family Office |
Cara |
Mia Familet |
Foundation Director & Investment Screening Advisor |
(650) 573-1187 |
|
cara@cfl3.org |
|
1850 Gateway Drive, Suite 650 |
San Mateo |
CA |
94404-4074 |
United States of America |
North America |
https://www.linkedin.com/in/cara-mia-familet-1702a7/ |
Strategies, Alternative Investments, Venture Capital, Direct Investments, Private Companies, Endowment |
2.004 |
|
|
|
http://www.lufkinadvisors.com/ |
The Chauncey F. Lufkin III Foundation | Family Office serves as a Single Family Office firm for Chauncey F. Lufkin III. |
SF |
|
|
Chauncey F. Lufkin III Foundation | Family Office |
Chauncey |
Lufkin III |
President & CEO |
Direct: (561) 972-0884 |
|
clufkin@lufkinadvisors.com |
|
1850 Gateway Drive, Suite 650 |
San Mateo |
CA |
94404-4074 |
United States of America |
North America |
https://www.linkedin.com/in/chauncey-lufkin-iii-2a749721/ |
Strategies, Alternative Investments, Venture Capital, Direct Investments, Private Companies, Endowment |
2.004 |
|
|
|
http://www.lufkinadvisors.com/ |
The Chauncey F. Lufkin III Foundation | Family Office serves as a Single Family Office firm for Chauncey F. Lufkin III. |
SF |
|
|
Chauncey F. Lufkin III Foundation | Family Office |
Marianne |
Chrencik |
Senior Vice President |
Direct: (650) 573-1185 |
|
mchrencik@lufkinadvisors.com |
|
1850 Gateway Drive, Suite 650 |
San Mateo |
CA |
94404-4074 |
United States of America |
North America |
https://www.linkedin.com/in/marianne-chrencik-9b08b3b/ |
Strategies, Alternative Investments, Venture Capital, Direct Investments, Private Companies, Endowment |
2.004 |
|
|
|
http://www.lufkinadvisors.com/ |
The Chauncey F. Lufkin III Foundation | Family Office serves as a Single Family Office firm for Chauncey F. Lufkin III. |
SF |
|
| 145 |
Cherng Family Trust Office |
Warren |
Woo |
Chief Investment Officer |
Direct: (310) 437-7711 |
|
wwoo@cftcapitalpartners.com |
|
1901 Avenue of the Stars #360 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/warren-woo-0691b158/ |
Alternative Investments, Real Estate, Private Equity, Venture Capital |
|
$523M |
|
https://www.cftcapitalpartners.com/ |
https://www.linkedin.com/company/cherng-fo/ |
CFT is the multi-billion dollar single-family office investment firm of the founders of Panda Express. The company makes direct private equity and venture capital investments across all industries and also actively invests in real estate. |
SF |
|
|
Cherng Family Trust Office |
David |
Giroux |
Senior Manager - Alternative Investments |
Direct: (310) 437-7713 |
|
dgiroux@cftcapitalpartners.com |
|
1901 Avenue of the Stars #360 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/david-g-8812b990/ |
Alternative Investments, Real Estate, Private Equity, Venture Capital |
|
$523M |
david.giroux@breakawaycap.com |
https://www.cftcapitalpartners.com/ |
https://www.linkedin.com/company/cherng-fo/ |
CFT is the multi-billion dollar single-family office investment firm of the founders of Panda Express. The company makes direct private equity and venture capital investments across all industries and also actively invests in real estate. |
SF |
|
|
Cherng Family Trust Office |
Carey |
Kim |
Managing Director |
|
|
ckim@cftcapitalpartners.com |
|
1901 Avenue of the Stars #360 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/carey-d-kim-5615864/ |
Alternative Investments, Real Estate, Private Equity, Venture Capital |
|
$523M |
|
https://www.cftcapitalpartners.com/ |
https://www.linkedin.com/company/cherng-fo/ |
CFT is the multi-billion dollar single-family office investment firm of the founders of Panda Express. The company makes direct private equity and venture capital investments across all industries and also actively invests in real estate. |
SF |
|
|
Cherng Family Trust Office |
Brandon |
Nel |
Analyst |
|
|
bnel@cftcapitalpartners.com |
|
1901 Avenue of the Stars #360 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/brandon-nel/ |
Alternative Investments, Real Estate, Private Equity, Venture Capital |
|
$523M |
|
https://www.cftcapitalpartners.com/ |
https://www.linkedin.com/company/cherng-fo/ |
CFT is the multi-billion dollar single-family office investment firm of the founders of Panda Express. The company makes direct private equity and venture capital investments across all industries and also actively invests in real estate. |
SF |
|
| 146 |
Cherry Bay Capital MFO S.A.M. |
Mattia |
Rossi |
Executive Director |
Mobile: 39 346 314-1859 |
|
mattia.rossi@cherrybaycapital.com |
welcome@cherrybaycapital.com |
Rue de Bonnevoie |
Luxembourg |
|
1260 |
Luxembourg |
Europe |
https://www.linkedin.com/in/rossimattia/ |
Private Equity, Venture Capital, Alternative Investments |
|
|
rssmtt87@gmail.com |
https://www.linkedin.com/company/cherry-bay-capital-mfo/ |
https://www.cherrybaycapital.com/ |
Cherry Bay Capital is an independent multi family office specialized in growth capital advisory. We source investment opportunities in high potential SMEs that show an outstanding execution capability mixed with a unique cross border scalability by representing excellence in the fields of technology, know how and product. |
MF |
|
|
Cherry Bay Capital MFO S.A.M. |
Michele |
Padovani |
Executive Director |
Office: 377 93 504 040, Mobile: 39 347 893-2291 |
|
michele.padovani1980@gmail.com |
welcome@cherrybaycapital.com |
Rue de Bonnevoie |
Luxembourg |
|
1260 |
Luxembourg |
Europe |
https://www.linkedin.com/in/michelepadovani/ |
Private Equity, Venture Capital, Alternative Investments |
|
|
|
https://www.linkedin.com/in/daniel-lolli-ghetti-8b2b07137/ |
https://www.cherrybaycapital.com/ |
Cherry Bay Capital is an independent multi family office specialized in growth capital advisory. We source investment opportunities in high potential SMEs that show an outstanding execution capability mixed with a unique cross border scalability by representing excellence in the fields of technology, know how and product. |
MF |
|
| 147 |
Chestnut Ridge Capital, LLC |
Kenneth |
Holz |
Chief Financial Officer |
(212) 802-9494 |
|
kennethholz@yahoo.com |
|
100 Challenger Rd., Suite 401 |
Ridgefield Park |
NJ |
07660 |
United States of America |
North America |
https://www.linkedin.com/in/kenneth-holz-8713087/ |
Non-Marketed Hedge Fund, RIAs, Hedge Funds, Charitable Private Foundation, Private Real Estate |
2.002 |
|
kholz@kabrgroup.com |
https://kabrgroup.com/ |
|
Private family office that both internally manages money through a non-marketed hedge fund, and puts money out for management with RIAs and other hedge funds. Internally run charitable private foundation, and private real estate portfolio. |
SF |
|
| 148 |
Chiltern Advisors (Jersey) Limited |
Ben |
Brooks |
Advisor |
44 778 087-0627 |
|
ben@chilternadvisors.com |
|
25 Sackville Street |
London |
|
W1S 3AX |
United Kingdom |
Europe |
https://www.linkedin.com/in/ben-brooks-a4912713/ |
Hedge Funds |
2.004 |
|
|
http://www.chilternadvisors.com/ |
|
Single Family Office Middle East is a Single Family Office firm. |
SF |
44 779 792-6607 |
| 149 |
Chi-Rho Financial LLC |
Joe |
Hurley |
President & CIO |
(678) 731-0032 Ext. 701 |
(678) 731-0032 |
joe@chirhollc.com |
info@chirhollc.com |
3295 River Exchange Drive, Suite 400 |
Peachtree Corners |
GA |
30092 |
United States of America |
North America |
https://www.linkedin.com/in/joe-hurley-32871a/ |
|
|
$630M |
|
|
http://chirhollc.com/ |
Chi-Rho Financial is a leader in alternative investment management with over $630 million in assets under management as of December 31, 2017. Our history of success across multiple market cycles makes us a valued partner to our clients, with over 20 years of experience in alternative investments. Drawing upon our extensive manager network and deep research capabilities, Chi-Rho has a proven history partnering with its clients to provide valuable insights in the world of hedge fund investing.
Chi-Rho is further differentiated by our framework of investing with integrity. Chi and Rho are the first two letters of Christ in Greek and we seek to embody that spirit as a firm.
Chi-Rho offers two traditional, best-idea fund-of-fund products, as well as two investment platforms where bespoke portfolios can be constructed a la carte from a suite of approved hedge fund managers. |
Fund-of-Fund |
|
|
Chi-Rho Financial LLC |
Steve |
Smith |
Chief Financial Officer |
(678) 731-0032 Ext. 702 |
(678) 731-0032 |
steve@chirhollc.com |
info@chirhollc.com |
3295 River Exchange Drive, Suite 400 |
Peachtree Corners |
GA |
30092 |
United States of America |
North America |
https://www.linkedin.com/in/steve-smith-91167817/ |
|
|
$630M |
|
|
http://chirhollc.com/ |
Chi-Rho Financial is a leader in alternative investment management with over $630 million in assets under management as of December 31, 2017. Our history of success across multiple market cycles makes us a valued partner to our clients, with over 20 years of experience in alternative investments. Drawing upon our extensive manager network and deep research capabilities, Chi-Rho has a proven history partnering with its clients to provide valuable insights in the world of hedge fund investing.
Chi-Rho is further differentiated by our framework of investing with integrity. Chi and Rho are the first two letters of Christ in Greek and we seek to embody that spirit as a firm.
Chi-Rho offers two traditional, best-idea fund-of-fund products, as well as two investment platforms where bespoke portfolios can be constructed a la carte from a suite of approved hedge fund managers. |
Fund-of-Fund |
|
| 150 |
Chronicle Wealth |
Andrew |
Guilfoyle |
Partner & CoFounder |
(416) 855-9100 Ext. 101 |
|
andrewg@chroniclewealth.com |
info@chroniclewealth.com |
2 Sheppard Avenue East, Suite 1515 |
Toronto |
ON |
M2N 5Y7 |
Canada |
North America |
https://www.linkedin.com/in/aguilfoyle-chronicle/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
2.018 |
|
|
https://www.linkedin.com/company/chronicle-wealth/ |
https://www.chroniclewealth.com/ |
Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits.
|
MF |
|
|
Chronicle Wealth |
Adam |
Shapiro |
Partner & Co-Founder |
(416) 855-9100 Ext. 107 |
|
adams@chroniclewealth.com |
info@chroniclewealth.com |
2 Sheppard Avenue East, Suite 1515 |
Toronto |
ON |
M2N 5Y7 |
Canada |
North America |
https://www.linkedin.com/in/wealthofvision/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
2.018 |
|
|
https://www.linkedin.com/company/chronicle-wealth/ |
https://www.chroniclewealth.com/ |
Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits.
|
MF |
|
|
Chronicle Wealth |
Blair |
Guilfoyle |
Partner & Co-Founder |
(416) 855-9100 Ext. 102 |
|
blairg@chroniclewealth.com |
info@chroniclewealth.com |
2 Sheppard Avenue East, Suite 1515 |
Toronto |
ON |
M2N 5Y7 |
Canada |
North America |
https://www.linkedin.com/in/blair-guilfoyle-cfp-cim-9481981b/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
2.018 |
|
|
https://www.linkedin.com/company/chronicle-wealth/ |
https://www.chroniclewealth.com/ |
Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits.
|
MF |
|
|
Chronicle Wealth |
Brian |
McKenzie |
Partner |
(416) 855-9100 Ext. 108 |
|
brianm@chroniclewealth.com |
info@chroniclewealth.com |
2 Sheppard Avenue East, Suite 1515 |
Toronto |
ON |
M2N 5Y7 |
Canada |
North America |
https://www.linkedin.com/in/brian-mckenzie-1a64311b/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
2.018 |
|
|
https://www.linkedin.com/company/chronicle-wealth/ |
https://www.chroniclewealth.com/ |
Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits.
|
MF |
|
| 151 |
Citco Group of Companies |
Jay |
Peller |
Head of Fund Services |
(212) 551-3270 |
(212) 401-9673 |
jpeller@citco.com |
info@citco.com |
350 Park Avenue, 29th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/jay-peller-9b8943a/ |
|
|
$1T |
|
|
http://www.aurum.com/ |
Founded in 1994, the company has developed a range of funds of hedge funds, each with its own individual risk and return objectives. |
Fund-of-Fund |
|
|
Citco Group of Companies |
Claudia |
Bertolino |
Head of Business Development, Fund Services |
(201) 793-5506 |
(212) 401-9673 |
cbertolino@citco.com |
info@citco.com |
350 Park Avenue, 29th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/claudiabertolino/ |
|
|
$1T |
|
|
http://www.aurum.com/ |
Founded in 1994, the company has developed a range of funds of hedge funds, each with its own individual risk and return objectives. |
Fund-of-Fund |
|
| 152 |
Citrino Gestão de Recursos Ltda. |
Ralph |
Sapoznik |
Senior Advisor |
55 (11) 3054-4400 |
|
ralph@sapoznik.com.br |
|
Av. Magalhães de Castro, 4.800, Torre Capital Building – 13o. andar, Cj. 133 |
Sao Paulo |
SP |
05676-120 |
Brazil |
South America |
https://www.linkedin.com/in/sapoznik/ |
Alternative Investments |
1.989 |
R$1B |
|
https://www.linkedin.com/company/citrino-gestao-de-recursos/ |
https://citrinogestao.com.br/ |
Citrino Gestao De Recursos, a Single Family Office - Set up of Illiquid Assets Investment Strategy. |
SF |
|
|
Citrino Gestão de Recursos Ltda. |
Cibele |
Simões |
Middle Office Analyst |
55 (11) 3054-4400 |
|
cibe01@hotmail.com |
|
Av. Magalhães de Castro, 4.800, Torre Capital Building – 13o. andar, Cj. 133 |
Sao Paulo |
SP |
05676-120 |
Brazil |
South America |
https://www.linkedin.com/in/cibele-simões-44a95848/ |
Alternative Investments |
1.989 |
R$1B |
|
https://www.linkedin.com/in/fernanda-prado-aa900115b/ |
https://citrinogestao.com.br/ |
Citrino Gestao De Recursos, a Single Family Office - Set up of Illiquid Assets Investment Strategy. |
SF |
|
|
Citrino Gestão de Recursos Ltda. |
Luiz |
Macedo |
Financial and Administrative Director |
55 (11) 3054-4400 |
|
luiz.macedo@citrinogestao.com.br |
|
Av. Magalhães de Castro, 4.800, Torre Capital Building – 13o. andar, Cj. 133 |
Sao Paulo |
SP |
05676-120 |
Brazil |
South America |
https://www.linkedin.com/in/luiz-macedo-a38305ba/ |
Alternative Investments |
1.989 |
R$1B |
|
https://www.linkedin.com/in/bruno-cabral-bergamasco-a8bb3228/ |
https://citrinogestao.com.br/ |
Citrino Gestao De Recursos, a Single Family Office - Set up of Illiquid Assets Investment Strategy. |
SF |
|
| 153 |
Clairmont Trust Company Ltd. |
John |
Jephson |
Founding Partner |
(242) 362-6071 |
|
john.jephson@clairmonttrust.com |
|
Pineapple House #4, Lyford Cay, P.O. Box SP64284 |
Nassau |
|
|
The Bahamas |
North America |
https://www.linkedin.com/in/john-jephson-455584/ |
Alternative Investments, Private Equity, Legal & Fiduciary Structures, Operating Companies, Liquid and Illiquid Investment Portfolios |
2.016 |
$13M |
|
https://www.linkedin.com/company/clairmont-trust-company/ |
https://www.clairmonttrust.com/ |
Clairmont Advisors, a multi-family office based in Nassau, Bahamas that serves a small group of clients from Europe and the Americas. |
MF |
|
|
Clairmont Trust Company Ltd. |
Miles |
Evans |
Founder & President |
(242) 362-6074 Ext. 214, Mobile: (242) 376-0390 |
(242) 362-4623 |
miles.evans@clairmonttrust.com |
|
Pineapple House #4, Lyford Cay, P.O. Box SP64284 |
Nassau |
|
|
The Bahamas |
North America |
https://www.linkedin.com/in/evans-miles-b090a29/ |
Alternative Investments, Private Equity, Legal & Fiduciary Structures, Operating Companies, Liquid and Illiquid Investment Portfolios |
2.016 |
$13M |
|
https://www.linkedin.com/company/clairmont-trust-company/ |
https://www.clairmonttrust.com/ |
Clairmont Advisors, a multi-family office based in Nassau, Bahamas that serves a small group of clients from Europe and the Americas. |
MF |
P.O. Box SP64284
Nassau Bahamas |
| 154 |
Clarfeld Wealth Management |
Joy |
Soodik |
Managing Director |
(914) 846-0100 |
(914) 846-0199 |
joy@clarfeld.com |
PWM@clarfeld.com |
520 White Plains Road, 3rd Floor |
Tarrytown |
NY |
10591 |
United States of America |
North America |
https://www.linkedin.com/in/joy-soodik-5726a51/ |
Alternative Investments |
1.981 |
$6B |
|
https://www.linkedin.com/company/clarfeld-citizens-private-wealth/ |
https://www.clarfeld.com/ |
The firm, founded by CEO Robert Clarfeld, and headquartered in Westchester, New York, with an office in New York City, is a leading wealth management firm and multi-family office. Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide the full continuum of investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; highly personalized concierge family office services. |
MF |
New York City Office:
1330 Avenue of the Americas, 14th Floor
New York, NY 10019
Phone: (212) 956-9494 |
|
Clarfeld Wealth Management |
Rob |
Clarfeld |
CEO, President, Owner, Founder |
(914) 846-0100 |
(914) 846-0199 |
rob@clarfeld.com |
PWM@clarfeld.com |
520 White Plains Road, 3rd Floor |
Tarrytown |
NY |
10591 |
United States of America |
North America |
https://www.linkedin.com/in/rob-clarfeld-cpa-cfp®-5296581/ |
Alternative Investments |
1.981 |
$6B |
|
https://www.linkedin.com/company/clarfeld-citizens-private-wealth/ |
https://www.clarfeld.com/ |
The firm, founded by CEO Robert Clarfeld, and headquartered in Westchester, New York, with an office in New York City, is a leading wealth management firm and multi-family office. Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide the full continuum of investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; highly personalized concierge family office services. |
MF |
New York City Office:
1330 Avenue of the Americas, 14th Floor
New York, NY 10019
Phone: (212) 956-9494 |
|
Clarfeld Wealth Management |
Robert |
Varriano |
Partner |
(914) 846-0100 |
(914) 846-0199 |
robert@clarfeld.com |
PWM@clarfeld.com |
520 White Plains Road, 3rd Floor |
Tarrytown |
NY |
10591 |
United States of America |
North America |
https://www.linkedin.com/in/robert-varriano-415758141/ |
Alternative Investments |
1.981 |
$6B |
|
https://www.linkedin.com/company/clarfeld-citizens-private-wealth/ |
https://www.clarfeld.com/ |
The firm, founded by CEO Robert Clarfeld, and headquartered in Westchester, New York, with an office in New York City, is a leading wealth management firm and multi-family office. Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide the full continuum of investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; highly personalized concierge family office services. |
MF |
New York City Office:
1330 Avenue of the Americas, 14th Floor
New York, NY 10019
Phone: (212) 956-9494 |
| 155 |
Claridge Inc. |
Pierre |
Boivin |
President & Chief Executive Officer |
(514) 878-5200 |
(514) 878-5295 |
pboivin@claridgeinc.com |
|
1170 Peel St., Suite 800 |
Montreal |
QC |
H3B 4P2 |
Canada |
North America |
https://www.linkedin.com/in/pierre-boivin-95473761/ |
Food, consumer, entertainment, real estate industries, hedge funds, private equity |
1.987 |
$1.6B |
|
https://www.linkedin.com/company/claridge/ |
http://www.claridgeinc.com/ |
Claridge is a private investment firm headquartered in Montreal, Canada. Established in 1987, the company represent the interests of the Stephen Bronfman family and is actively involved in the management of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate. |
SF |
|
|
Claridge Inc. |
Raymond |
Rubin |
Owner |
(514) 878-5200 |
(514) 878-5295 |
rarubinuk@gmail.com |
|
1170 Peel St., Suite 800 |
Montreal |
QC |
H3B 4P2 |
Canada |
North America |
https://www.linkedin.com/in/raymond-rubin-1a860b1/ |
Food, consumer, entertainment, real estate industries, hedge funds, private equity |
1.987 |
$1.6B |
|
https://www.linkedin.com/company/claridge/ |
http://www.claridgeinc.com/ |
Claridge is a private investment firm headquartered in Montreal, Canada. Established in 1987, the company represent the interests of the Stephen Bronfman family and is actively involved in the management of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate. |
SF |
|
|
Claridge Inc. |
Stephen |
Bronfman |
Executive Chairman |
(514) 878-5200 |
(514) 878-5295 |
stephenbronfman@claridgeinc.com |
|
1170 Peel St., Suite 800 |
Montreal |
QC |
H3B 4P2 |
Canada |
North America |
|
Food, Consumer, Entertainment, Real Estate Industries, Private Equity, Hedge Funds, Public Equities |
1.987 |
$1.6B |
|
https://www.linkedin.com/company/claridge/ |
https://www.claridgeinc.com/ |
Claridge is a private investment firm headquartered in Montreal, Canada. Established in 1987, the company represent the interests of the Stephen Bronfman family and is actively involved in the management of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate. |
SF |
|
| 156 |
Clarity Capital KCPS Ltd. |
Amir |
Leybovitch |
Chief Executive Officer |
972 3 777 9000 |
972 3 777 9001 |
amir@claritycap.com |
info@claritycap.com |
132 Menachem Begin Street |
Tel Aviv |
|
6701101 |
Israel |
Asia |
https://www.linkedin.com/in/amir-leybovitch-53186093/ |
Alternative Investments, Funds, Hedge Fund |
2.007 |
$298M |
|
https://www.linkedin.com/company/kcps-clarity/ |
https://www.claritycap.com/ |
Clarity Capital, a multi-family office based in NYC and Tel Aviv. Clarity protects client assets for current and future generations and maximizes long-term portfolio performance in accordance with client investment horizon, risk tolerance, liquidity requirements, income needs and tax circumstances.
Clarity advises on the overall wealth of the client and manages customized portfolios. Clarity's offering includes consolidation of assets, asset allocation, manager and asset selection and monitoring, evaluation of direct investment opportunities, and management of relationships with external manager and banking institutions. Experience shows that active, professional, and independent wealth management can result in dramatic differences in family wealth over time. |
MF |
New York Office:
712 Fifth Ave., 34th Floor
New York, NY 10019
USA
Phone: (646) 448-5200
Fax: (646) 304-9685 |
|
Clarity Capital KCPS Ltd. |
Laurence |
Schreiber |
Co-President |
(646) 448-5200 |
(646) 304-9685 |
laurence@claritycap.com |
info@claritycap.com |
712 Fifth Avenue |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/laurence-schreiber-0ab772/ |
Alternative Investments, Funds, Hedge Fund |
2.007 |
$298M |
|
https://hillel.harvard.edu/people/laurence-schreiber |
https://www.claritycap.com/ |
Clarity Capital, a multi-family office based in NYC and Tel Aviv. Clarity protects client assets for current and future generations and maximizes long-term portfolio performance in accordance with client investment horizon, risk tolerance, liquidity requirements, income needs and tax circumstances.
Clarity advises on the overall wealth of the client and manages customized portfolios. Clarity's offering includes consolidation of assets, asset allocation, manager and asset selection and monitoring, evaluation of direct investment opportunities, and management of relationships with external manager and banking institutions. Experience shows that active, professional, and independent wealth management can result in dramatic differences in family wealth over time. |
MF |
New York Office:
712 Fifth Ave., 34th Floor
New York, NY 10019
USA
Phone: (646) 448-5200
Fax: (646) 304-9685 |
|
Clarity Capital KCPS Ltd. |
Eran |
Peleg |
Partner & Chief Investment Officer |
972 3 777 9000 |
972 3 777 9001 |
eran@claritycap.com |
info@claritycap.com |
132 Menachem Begin Street |
Tel Aviv |
|
6701101 |
Israel |
Asia |
https://www.linkedin.com/in/eran-peleg-cfa-99a2334/ |
Alternative Investments, Funds, Hedge Fund |
2.007 |
$298M |
|
https://www.linkedin.com/company/kcps-clarity/ |
https://www.claritycap.com/ |
Clarity Capital, a multi-family office based in NYC and Tel Aviv. Clarity protects client assets for current and future generations and maximizes long-term portfolio performance in accordance with client investment horizon, risk tolerance, liquidity requirements, income needs and tax circumstances.
Clarity advises on the overall wealth of the client and manages customized portfolios. Clarity's offering includes consolidation of assets, asset allocation, manager and asset selection and monitoring, evaluation of direct investment opportunities, and management of relationships with external manager and banking institutions. Experience shows that active, professional, and independent wealth management can result in dramatic differences in family wealth over time. |
MF |
New York Office:
712 Fifth Ave., 34th Floor
New York, NY 10019
USA
Phone: (646) 448-5200
Fax: (646) 304-9685 |
|
Clarity Capital KCPS Ltd. |
Kovi |
Teutsch |
Back Office Operations |
972 3 777 9000 |
972 3 777 9001 |
kovi@claritycap.com |
info@claritycap.com |
1 Azrieli Center, Round Tower, 30th Floor |
Tel Aviv |
|
|
Israel |
Asia |
https://www.linkedin.com/in/kovi-teutsch-7b99ba85/ |
Alternative Investments, Funds, Hedge Fund |
2.007 |
$298M |
|
https://www.linkedin.com/company/kcps-clarity/ |
https://www.claritycap.com/ |
Clarity Capital, a multi-family office based in NYC and Tel Aviv. Clarity protects client assets for current and future generations and maximizes long-term portfolio performance in accordance with client investment horizon, risk tolerance, liquidity requirements, income needs and tax circumstances.
Clarity advises on the overall wealth of the client and manages customized portfolios. Clarity's offering includes consolidation of assets, asset allocation, manager and asset selection and monitoring, evaluation of direct investment opportunities, and management of relationships with external manager and banking institutions. Experience shows that active, professional, and independent wealth management can result in dramatic differences in family wealth over time. |
MF |
New York Office:
712 Fifth Ave., 34th Floor
New York, NY 10019
USA
Phone: (646) 448-5200
Fax: (646) 304-9685 |
|
Clarity Capital KCPS Ltd. |
Giordana |
Mosseri |
Managing Director & Hedge Fund Advisory |
972 3 777 9000 |
972 3 777 9001 |
gmosseri@claritycap.com |
info@claritycap.com |
1 Azrieli Center, Round Tower, 30th Floor |
Tel Aviv |
|
|
Israel |
Asia |
https://www.linkedin.com/in/giordana-mosseri-7209b63/ |
Alternative Investments, Funds, Hedge Fund |
2.007 |
$298M |
|
https://www.linkedin.com/company/kcps-clarity/ |
https://www.claritycap.com/ |
Clarity Capital, a multi-family office based in NYC and Tel Aviv. Clarity protects client assets for current and future generations and maximizes long-term portfolio performance in accordance with client investment horizon, risk tolerance, liquidity requirements, income needs and tax circumstances.
Clarity advises on the overall wealth of the client and manages customized portfolios. Clarity's offering includes consolidation of assets, asset allocation, manager and asset selection and monitoring, evaluation of direct investment opportunities, and management of relationships with external manager and banking institutions. Experience shows that active, professional, and independent wealth management can result in dramatic differences in family wealth over time. |
MF |
New York Office:
712 Fifth Ave., 34th Floor
New York, NY 10019
USA
Phone: (646) 448-5200
Fax: (646) 304-9685 |
| 157 |
Clarmond Wealth Limited |
Christopher |
Andrew |
Managing Director |
44 207 060-1400 |
44 207 060-1400 |
ca@clarmond.co.uk |
info@clarmond.co.uk |
1 Holbein Place |
London |
|
SW1W 8NS |
United Kingdom |
Europe |
https://www.linkedin.com/in/christopher-andrew-00876b12/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A |
2.010 |
|
|
https://www.clarmondinvestment.com/ |
http://www.clarmond.co.uk/ |
Clarmond Wealth is a boutique wealth management and investment advisory firm which offers a broad but highly personalised service to families, high net worth individuals and their associated businesses. Clarmond wealth draws on the best traditions of merchant banks, investment houses and family offices to offer its clients an integrated and innovative solution that will grow their wealth for current and future generations. |
WM |
Zurich Office:
Limmatquai 94
8001 Zurich
Switzerland |
|
Clarmond Wealth Limited |
James |
Canales |
CEO & Director |
|
44 207 060-1400 |
james.canales@clarmondinvestment.com |
info@clarmond.co.uk |
1 Holbein Place |
London |
|
SW1W 8NS |
United Kingdom |
Europe |
https://www.linkedin.com/in/james-p-canales-452a9b2/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A |
2.010 |
|
|
https://www.clarmondinvestment.com/ |
http://www.clarmond.co.uk/ |
Clarmond Wealth is a boutique wealth management and investment advisory firm which offers a broad but highly personalised service to families, high net worth individuals and their associated businesses. Clarmond wealth draws on the best traditions of merchant banks, investment houses and family offices to offer its clients an integrated and innovative solution that will grow their wealth for current and future generations. |
WM |
Zurich Office:
Limmatquai 94
8001 Zurich
Switzerland |
|
Clarmond Wealth Limited |
Mustafa |
Zaidi |
Research and Development |
44 207 060-1400 |
44 207 060-1400 |
mnz@clarmond.co.uk |
info@clarmond.co.uk |
1 Holbein Place |
London |
|
SW1W 8NS |
United Kingdom |
Europe |
|
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A |
2.010 |
|
|
https://www.clarmondinvestment.com/ |
http://www.clarmond.co.uk/ |
Clarmond Wealth is a boutique wealth management and investment advisory firm which offers a broad but highly personalised service to families, high net worth individuals and their associated businesses. Clarmond wealth draws on the best traditions of merchant banks, investment houses and family offices to offer its clients an integrated and innovative solution that will grow their wealth for current and future generations. |
WM |
Zurich Office:
Limmatquai 94
8001 Zurich
Switzerland |
| 158 |
Clerville Investment Management LLP |
Michel |
de Liedekerke |
Director |
44 207 290-6680 |
44 207 290-6699 |
cml@clerville.co.uk |
info@clerville.co.uk |
14-15 Conduit Street |
London |
|
W1S 2XJ |
United Kingdom |
Europe |
|
Hedge Funds, Private Equity, Structured Products, Real Estate Development in Eastern Europe |
1.994 |
$200M |
ml@clerville.co.uk |
https://www.linkedin.com/company/clerville-investment-management-llp/ |
https://www.clerville.co.uk/ |
Clerville Investment Management was founded in 1994 as the single family office of a major European industrial family and turned into multi family office service in London specialising in Alternative investment Property development in Russia and Ukraine. |
MF |
|
|
Clerville Investment Management LLP |
Bertrand |
Coste |
Partner |
44 207 290-6680 |
44 207 290-6699 |
bc@clerville.co.uk |
info@clerville.co.uk |
14-15 Conduit Street |
London |
|
W1S 2XJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/bertrand-coste-b7b67b1/ |
Hedge Funds, Private Equity, Structured Products, Real Estate Development in Eastern Europe |
1.994 |
$200M |
|
https://www.linkedin.com/company/clerville-investment-management-llp/ |
https://www.clerville.co.uk/ |
Clerville Investment Management was founded in 1994 as the single family office of a major European industrial family and turned into multi family office service in London specialising in Alternative investment Property development in Russia and Ukraine. |
MF |
|
|
Clerville Investment Management LLP |
Pascal |
Dubois- Pelerin |
Partner |
44 207 290-6680 |
44 207 290-6699 |
pdp@clerville.co.uk |
info@clerville.co.uk |
14-15 Conduit Street |
London |
|
W1S 2XJ |
United Kingdom |
Europe |
|
Hedge Funds, Private Equity, Structured Products, Real Estate Development in Eastern Europe |
1.994 |
$200M |
|
https://www.linkedin.com/company/clerville-investment-management-llp/ |
https://www.clerville.co.uk/ |
Clerville Investment Management was founded in 1994 as the single family office of a major European industrial family and turned into multi family office service in London specialising in Alternative investment Property development in Russia and Ukraine. |
MF |
|
|
Clerville Investment Management LLP |
Alban |
de Clermont-Tonnerre |
Partner |
44 207 290-6680 |
44 207 290-6699 |
act@clerville.co.uk |
info@clerville.co.uk |
14-15 Conduit Street |
London |
|
W1S 2XJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/alban-clermont-tonnerre-643163188/ |
Hedge Funds, Private Equity, Structured Products, Real Estate Development in Eastern Europe |
1.994 |
$200M |
|
https://www.linkedin.com/company/clerville-investment-management-llp/ |
https://www.clerville.co.uk/ |
Clerville Investment Management was founded in 1994 as the single family office of a major European industrial family and turned into multi family office service in London specialising in Alternative investment Property development in Russia and Ukraine. |
MF |
|
|
Clerville Investment Management LLP |
Pascal |
Dubois-Pellerin |
Director |
44 207 290-6680 |
44 207 290-6699 |
pdp@clerville.co.uk |
info@clerville.co.uk |
14-15 Conduit Street |
London |
|
W1S 2XJ |
United Kingdom |
Europe |
|
Fixed Income, Currencies, Hedge Funds, Structured Products, Private Equity, Alternative Investment, Property Development in Russia and Ukraine |
1.994 |
£325M |
|
https://www.linkedin.com/company/clerville-investment-management-llp/ |
https://www.clerville.co.uk/ |
Founded in 1994, Clerville Investment Management has established a solid track record managing the wealth of its founding family out of its London headquarter. Since 2007, it has offered investment services to external families, High and Ultra High Net Worth individuals, entrepreneurs and foundations. Clerville Investment Management is managed by its seven seasoned partners, each having served in senior roles in big international banking organisations. |
MF |
|
| 159 |
Client Associates |
Himanshu |
Kohli |
Co-Founder |
91 80 41473608 |
91 80 41473609 |
himanshukohli@clientassociates.com |
|
707-708, 7th Floor, Prestige Meridian –II 30, M. G. Road |
Bangalore |
|
560 001 |
India |
Asia |
https://www.linkedin.com/in/himanshu-kohli-193998/ |
Real Estate, Alternative Investments |
2.002 |
|
|
https://www.linkedin.com/company/client-associates/ |
https://www.clientassociates.com/ |
Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. |
MF |
Other office locations include: London, Hyderabad, Kolkata, Chennai, Mumbai, and Gurgaon. For addresses and phone numbers, please see: http://www.clientassociates.com/contact.html |
|
Client Associates |
Rahul |
Nair |
Founding Member |
91 80 41473608 |
91 80 41473609 |
rahulnair@clientassociates.com |
|
707-708, 7th Floor, Prestige Meridian –II 30, M. G. Road |
Bangalore |
|
560 001 |
India |
Asia |
https://www.linkedin.com/in/rahul-nair-7b15b913/ |
Real Estate, Alternative Investments |
2.002 |
|
|
https://www.linkedin.com/company/client-associates/ |
https://www.clientassociates.com/ |
Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. |
MF |
Other office locations include: London, Hyderabad, Kolkata, Chennai, Mumbai, and Gurgaon. For addresses and phone numbers, please see: http://www.clientassociates.com/contact.html |
|
Client Associates |
Rohit |
Sarin |
Co-Founder |
91 80 41473608 |
91 80 41473609 |
rohitsarin@clientassociates.com |
|
707-708, 7th Floor, Prestige Meridian –II 30, M. G. Road |
Bangalore |
|
560 001 |
India |
Asia |
https://www.linkedin.com/in/rohit-sarin-3ba0225/ |
Real Estate, Alternative Investments |
2.002 |
|
|
https://www.linkedin.com/company/client-associates/ |
https://www.clientassociates.com/ |
Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. |
MF |
Other office locations include: London, Hyderabad, Kolkata, Chennai, Mumbai, and Gurgaon. For addresses and phone numbers, please see: http://www.clientassociates.com/contact.html |
| 160 |
CoastEdge Partners, LLC |
Greg |
Gleeson |
Chief Operating Officer |
(858) 997-2777 |
(877) 805-5355 |
greg@coastedge.com |
info@coastedge.com |
888 Prospect Street, Suite 220 |
La Jolla |
CA |
92037 |
United States of America |
North America |
|
Private Equity, Hedge Funds |
2.005 |
$1B |
|
https://www.linkedin.com/company/coastedge-partners-llc/ |
https://coastedge.com/ |
CoastEdge is a leading private investment office offering MFO services that designs and implements global investment advisory and management strategies for individuals, families, endowments, charities and foundations. Structured as an independent platform, we provide timely, objective and comprehensive global investment services including asset allocation, manager selection, due diligence and ongoing portfolio monitoring. |
MF |
|
|
CoastEdge Partners, LLC |
Richard |
Effress |
Founder & Chief Investment Officer |
Direct: (858) 459-4084 |
(877) 805-5355 |
rich@coastedge.com |
info@coastedge.com |
888 Prospect Street, Suite 220 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/rich-effress-a674432/ |
Private Equity, Hedge Funds |
2.005 |
$1B |
|
https://www.linkedin.com/company/coastedge-partners-llc/ |
https://coastedge.com/ |
CoastEdge is a leading private investment office offering MFO services that designs and implements global investment advisory and management strategies for individuals, families, endowments, charities and foundations. Structured as an independent platform, we provide timely, objective and comprehensive global investment services including asset allocation, manager selection, due diligence and ongoing portfolio monitoring. |
MF |
|
|
CoastEdge Partners, LLC |
Steven |
Simpson |
Managing Partner |
(858) 997-2777 |
(877) 805-5355 |
steve@coastedge.com |
info@coastedge.com |
888 Prospect Street, Suite 220 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/steve-simpson-9138808/ |
Private Equity, Hedge Funds |
2.005 |
$1B |
|
https://www.linkedin.com/company/coastedge-partners-llc/ |
https://coastedge.com/ |
CoastEdge is a leading private investment office offering MFO services that designs and implements global investment advisory and management strategies for individuals, families, endowments, charities and foundations. Structured as an independent platform, we provide timely, objective and comprehensive global investment services including asset allocation, manager selection, due diligence and ongoing portfolio monitoring. |
MF |
|
|
CoastEdge Partners, LLC |
Ian |
Hill |
Investments Director |
(858) 997-2777 |
(877) 805-5355 |
ian@coastedge.com |
info@coastedge.com |
888 Prospect Street, Suite 220 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/ian-hill-69abb096/ |
Private Equity, Hedge Funds |
2.005 |
$1B |
|
https://www.linkedin.com/company/coastedge-partners-llc/ |
https://coastedge.com/ |
CoastEdge is a leading private investment office offering MFO services that designs and implements global investment advisory and management strategies for individuals, families, endowments, charities and foundations. Structured as an independent platform, we provide timely, objective and comprehensive global investment services including asset allocation, manager selection, due diligence and ongoing portfolio monitoring. |
MF |
|
|
CoastEdge Partners, LLC |
Kristin |
Farren Moss |
Vice President of Investments |
(858) 997-2777 |
(877) 805-5355 |
moss@coastedge.com |
info@coastedge.com |
888 Prospect Street, Suite 220 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/kris-farren-moss-cfa-30135/ |
Private Equity, Hedge Funds |
2.005 |
$1B |
|
https://www.linkedin.com/company/coastedge-partners-llc/ |
https://coastedge.com/ |
CoastEdge is a leading private investment office offering MFO services that designs and implements global investment advisory and management strategies for individuals, families, endowments, charities and foundations. Structured as an independent platform, we provide timely, objective and comprehensive global investment services including asset allocation, manager selection, due diligence and ongoing portfolio monitoring. |
MF |
|
|
CoastEdge Partners, LLC |
Säm |
Bagheri |
Director of Operations |
(858) 997-2777 |
(877) 805-5355 |
sam@coastedge.com |
info@coastedge.com |
888 Prospect Street, Suite 220 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/sam-bagheri/ |
Private Equity, Hedge Funds |
2.005 |
$1B |
|
https://www.linkedin.com/company/coastedge-partners-llc/ |
https://coastedge.com/ |
CoastEdge is a leading private investment office offering MFO services that designs and implements global investment advisory and management strategies for individuals, families, endowments, charities and foundations. Structured as an independent platform, we provide timely, objective and comprehensive global investment services including asset allocation, manager selection, due diligence and ongoing portfolio monitoring. |
MF |
|
|
CoastEdge Partners, LLC |
Teri |
Mahlmann |
Chief Financial Officer & Head of Fund Accounting |
(858) 997-2777 |
(877) 805-5355 |
teri@coastedge.com |
info@coastedge.com |
888 Prospect Street, Suite 220 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/terimahlmann/ |
Private Equity, Hedge Funds |
2.005 |
$1B |
|
https://www.linkedin.com/company/coastedge-partners-llc/ |
https://coastedge.com/ |
CoastEdge is a leading private investment office offering MFO services that designs and implements global investment advisory and management strategies for individuals, families, endowments, charities and foundations. Structured as an independent platform, we provide timely, objective and comprehensive global investment services including asset allocation, manager selection, due diligence and ongoing portfolio monitoring. |
MF |
|
| 161 |
Colony Family Offices® |
David |
Worley |
Investment Advisor |
(704) 285-7300 |
(704) 285-7301 |
david.worley@colonyfamilyoffices.com |
info@colonycfo.com |
4250 Congress Street, Suite 175 |
Charlotte |
NC |
28209 |
United States of America |
North America |
https://www.linkedin.com/in/david-worley-7b574478/ |
Alternative Investments |
2.012 |
$1.1B |
|
https://www.linkedin.com/company/colony-family-offices-llc/ |
https://colonyfamilyoffices.com/ |
Colony Family Offices is a registered investment advisor and multi-family office based in Charlotte, NC, serving ultra-high net-worth families across the Southeast. |
MF |
Chapel Hill Office:
309 W. Barbee Chapel Road, Suite 309B
Chapel Hill, NC 27517 |
|
Colony Family Offices® |
Eric |
Ridenour |
Managing Director |
(704) 285-7300 |
(704) 285-7301 |
eric.ridenour@colonyfamilyoffices.com |
info@colonycfo.com |
4250 Congress Street, Suite 175 |
Charlotte |
NC |
28209 |
United States of America |
North America |
https://www.linkedin.com/in/eric-ridenour-5b43806b/ |
Alternative Investments |
2.012 |
$1.1B |
|
https://www.linkedin.com/company/colony-family-offices-llc/ |
https://colonyfamilyoffices.com/ |
Colony Family Offices is a registered investment advisor and multi-family office based in Charlotte, NC, serving ultra-high net-worth families across the Southeast. |
MF |
Chapel Hill Office:
309 W. Barbee Chapel Road, Suite 309B
Chapel Hill, NC 27517 |
|
Colony Family Offices® |
Sarah |
Brock |
Chief Compliance Officer |
(704) 285-7300 |
(704) 285-7301 |
sarah.brock@colonyfamilyoffices.com |
info@colonycfo.com |
4250 Congress Street, Suite 175 |
Charlotte |
NC |
28209 |
United States of America |
North America |
https://www.linkedin.com/in/sarahkrhodes/ |
Alternative Investments |
2.012 |
$1.1B |
|
https://www.linkedin.com/company/colony-family-offices-llc/ |
https://colonyfamilyoffices.com/ |
Colony Family Offices is a registered investment advisor and multi-family office based in Charlotte, NC, serving ultra-high net-worth families across the Southeast. |
MF |
Chapel Hill Office:
309 W. Barbee Chapel Road, Suite 309B
Chapel Hill, NC 27517 |
|
Colony Family Offices® |
Tom |
Byrd |
Investment Strategist |
Direct: (919) 913-1685, Mobile: (919) 260-5765 |
(704) 285-7301 |
tom.byrd@colonyfamilyoffices.com |
info@colonycfo.com |
309 W. Barbee Chapel Road, Suite 309B |
Chapel Hill |
NC |
27517 |
United States of America |
North America |
https://www.linkedin.com/in/tom-byrd-3661a81/ |
Alternative Investments |
2.012 |
$1.1B |
|
https://www.linkedin.com/company/colony-family-offices-llc/ |
https://colonyfamilyoffices.com/ |
Colony Family Offices is a registered investment advisor and multi-family office based in Charlotte, NC, serving ultra-high net-worth families across the Southeast. |
MF |
Chapel Hill Office:
309 W. Barbee Chapel Road, Suite 309B
Chapel Hill, NC 27517 |
| 162 |
Côme, Le Family Office |
Julien |
Magitteri |
President |
33 189 959 375 |
|
julien.magitteri@lefamilyoffice.com |
|
20 Avenue de Kléber |
Paris |
|
75116 |
France |
Europe |
https://www.linkedin.com/in/julien-magitteri/ |
Private Equity, Seed, Series A, Series B, Alternative Investments |
2.016 |
|
|
https://www.linkedin.com/company/come-le-family-office/ |
https://lefamilyoffice.com/ |
Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services.
The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. |
MF |
|
|
Côme, Le Family Office |
Maëlle |
Bois |
Family Officer & Office Manager |
33 189 959 375 |
|
maelle.bois@lefamilyoffice.com |
|
20 Avenue de Kléber |
Paris |
|
75116 |
France |
Europe |
https://www.linkedin.com/in/maëlle-bois-900165153/ |
Private Equity, Seed, Series A, Series B, Alternative Investments |
2.016 |
|
|
https://www.linkedin.com/company/come-le-family-office/ |
https://lefamilyoffice.com/ |
Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services.
The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. |
MF |
|
|
Côme, Le Family Office |
Julien |
Codina |
Family Officer - Private Equity Investments & Private Debt Family |
33 189 959 375 |
|
julien.codina@lefamilyoffice.com |
|
20 Avenue de Kléber |
Paris |
|
75116 |
France |
Europe |
https://www.linkedin.com/in/julien-codina/ |
Private Equity, Seed, Series A, Series B, Alternative Investments |
2.016 |
|
|
https://www.linkedin.com/company/come-le-family-office/ |
https://lefamilyoffice.com/ |
Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services.
The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. |
MF |
|
|
Côme, Le Family Office |
Antoine |
Verley |
Family Officer - Listed & Alternative Investments |
33 189 959 375 |
|
antoine.verley@lefamilyoffice.com |
|
20 Avenue de Kléber |
Paris |
|
75116 |
France |
Europe |
https://www.linkedin.com/in/antoine-verley-2aa38948/ |
Private Equity, Seed, Series A, Series B, Alternative Investments |
2.016 |
|
|
https://www.linkedin.com/company/come-le-family-office/ |
https://lefamilyoffice.com/ |
Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services.
The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. |
MF |
|
|
Côme, Le Family Office |
Lucas |
Parra |
Assistant Family Officer - Private Equity & Private Debt |
33 189 959 375 |
|
lucas.parra@lefamilyoffice.com |
|
20 Avenue de Kléber |
Paris |
|
75116 |
France |
Europe |
https://www.linkedin.com/in/lucas-parra-2061b6149/ |
Private Equity, Seed, Series A, Series B, Alternative Investments |
2.016 |
|
|
https://www.linkedin.com/company/come-le-family-office/ |
https://lefamilyoffice.com/ |
Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services.
The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. |
MF |
|
|
Côme, Le Family Office |
Nicolas |
Boucon |
Senior Advisor |
33 189 959 375 |
|
nicolas.boucon@lefamilyoffice.com |
|
20 Avenue de Kléber |
Paris |
|
75116 |
France |
Europe |
https://www.linkedin.com/in/nicolas-boucon-139981b0/ |
Private Equity, Seed, Series A, Series B, Alternative Investments |
2.016 |
|
|
https://www.linkedin.com/company/come-le-family-office/ |
https://lefamilyoffice.com/ |
Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services.
The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. |
MF |
|
| 163 |
Commenda B.V. |
Frederik |
Redele |
Founder |
31 655 857 852 |
|
frederik.redele@commenda.eu |
info@commenda.eu |
Postbus 79128 |
Amsterdam |
|
1070 ND |
The Netherlands |
Europe |
https://www.linkedin.com/in/commenda/ |
Fund, Hedge Funds, Alternative Investments |
2.007 |
|
|
https://www.linkedin.com/company/commenda-family-office/ |
https://www.commenda.eu/ |
Commenda is a multi-family office: a specialised office that provides all conceivable financial and administrative services for a select group of very wealthy private individuals. Commenda advises and supports you with the organisation and expenditure of your capital. We are your expert and financial sounding board. Commenda is one of the largest multi-family offices in the Netherlands. |
MF |
Office Address:
Claude Debussylaan 46
1082 MD Amsterdam
The Netherlands |
| 164 |
Commercial Partners of Texas |
George |
Tesfa |
Founder & President |
(832) 607-1113 |
|
george@amerimort.com |
george@amerimort.com |
6464 Savoy Dr., Suite 785 |
Houston |
TX |
77036 |
United States of America |
North America |
https://www.linkedin.com/in/gtesfa/ |
Office, Retail, Industrial, Multifamily, Special-Purpose or Warehouses, Commercial Banks, Hedge Funds, Debt Funds, Equity REITs, Institutional Investors, Pension Funds, Mortgage REITs, Life Insurance Companies, Investment Banks, PE Funds, Family Offices, Mezzanine Funds |
2.004 |
|
|
https://www.linkedin.com/company/commercial-plans-of-texas-cpt-/ |
https://www.amerimort.com/ |
Commercial Partners of Texas is one of the top a commercial mortgage lenders that provides a senior loan, debt equity mix and mezzanine loan for acquisition, refinance and construction nationwide. We offer a broad range of conventional and a non-bank commercial real estate loans for small business owners, builders, developers and management firms. We have the most competitive commercial loan programs available to meet the needs of our clients. We are different because we have a 15 yr old relationship with over 120 lending partners -- Commercial Banks, Hedge Funds, Debt Funds, Equity REITs, Institutional Investors, Pension Funds, Mortgage REITs, Life Insurance Companies, Investment Banks, PE Funds, Family Offices and Mezzanine Funds to source capital and provide the best deal for our clients.
Commercial real estate (CRE) is the most safe investments a person or company can invest. These income-producing properties offer tremendous advantages over residential investments not just for building wealth but also generating monthly cash flow. Investing in commercial real estate doesn’t start however with receiving a c rent check but rather the commercial real estate loans that you need to fund respective deals.The type of commercial real estate financing structure used to fund an acquisition will determine the success of that asset and for the entire exit strategy.
A commercial loan is a debt-based funding arrangement between a business or a person and a financial institution such as Commercial Partners of Texas. It is typically used to fund Real Estate, Equipment, working capital and major capital expenditures and/or cover operational costs that the company may otherwise be unable to secure.
Fix and Flip Loans - A renovation loans that are similar to construction loans. Typically the loan is used to acquire property with enough additional proceeds to renovate the property for a quick sale. Most of these loans are provided by private funds when conventional banks can not lend due to credit or income issueof the borrower. |
Fix and Flip |
|
| 165 |
Commodore Management LLC |
Eugene |
Lipitz |
President & CIO |
(586) 759-1000 |
|
eugene@oceanassets.com |
|
25525 Mound Rd. |
Warren |
MI |
48091 |
United States of America |
North America |
https://www.linkedin.com/in/eugene-lipitz-698977/ |
Hedge Fund, Alternative Investments |
2.009 |
|
|
|
|
I am the Chief Investment Officer of my family office based in Baltimore where we have achieved healthy returns with modest risk. I have taught and spoken at Institute of Private Investors as advisory faculty on the subjects of "Behavioral Finance" and "Choosing a Trusted Advisor" where I received some of the highest attendee reviews recorded. I am currently based in Seattle.
Specialties: Hedge fund investing and diligence, after-tax diversification, behavioral finance principles applied to a family office, strategic planning and implementation, multi-generational conflict prevention and resolution. |
MF |
|
| 166 |
Compagnie d’Investissements et de Gestion Privée S.A. |
Luciano |
Tattoni |
Director |
41 223 104 877 |
41 223 104 876 |
luciano.tattoni@cigp.ch |
geneva@cigp.ch |
3, rue Maurice |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/luciano-t-b593051/ |
Real Estate, Private Wealth Management, Asset Management, Alternative Investments, Municipal Water & Wastewater, Industrial, Mining, Oil & Gas, Agriculture & Irrigation, Infrastructure, Wine and Spirits |
1.964 |
|
info@villasesta.com, info@villasestapoloclub.com |
https://www.linkedin.com/company/cigpgroup/ |
https://cigp.com/ |
CIGP is a Swiss-based independent multi-family office and an international financial advisory boutique, with offices in Europe, Asia and the Middle East. We provide private wealth & asset management, as well as corporate finance services to like-minded entrepreneurial families and institutional clients. |
MF |
|
|
Compagnie d’Investissements et de Gestion Privée S.A. |
Raphael |
Hardrick |
Chief Financial Officer and Chief Operating Officer |
41 223 104 877 |
41 223 104 876 |
hr@cigp.ch |
geneva@cigp.ch |
3, rue Maurice |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/raphael-hardrick-45a84a/ |
Real Estate, Private Wealth Management, Asset Management, Alternative Investments, Municipal Water & Wastewater, Industrial, Mining, Oil & Gas, Agriculture & Irrigation, Infrastructure, Wine and Spirits |
1.964 |
|
|
https://www.linkedin.com/company/cigpgroup/ |
https://cigp.com/ |
CIGP is a Swiss-based independent multi-family office and an international financial advisory boutique, with offices in Europe, Asia and the Middle East. We provide private wealth & asset management, as well as corporate finance services to like-minded entrepreneurial families and institutional clients. |
MF |
|
|
Compagnie d’Investissements et de Gestion Privée S.A. |
Yashar |
Rahmatollahi |
General Manager |
41 223 104 877 |
41 223 104 876 |
info@persiaquapartners.com |
geneva@cigp.ch |
3, rue Maurice |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/ryashi/ |
Real Estate, Private Wealth Management, Asset Management, Alternative Investments, Municipal Water & Wastewater, Industrial, Mining, Oil & Gas, Agriculture & Irrigation, Infrastructure, Wine and Spirits |
1.964 |
|
|
http://persiaquapartners.com/ |
https://cigp.com/ |
CIGP is a Swiss-based independent multi-family office and an international financial advisory boutique, with offices in Europe, Asia and the Middle East. We provide private wealth & asset management, as well as corporate finance services to like-minded entrepreneurial families and institutional clients. |
MF |
Persia Aqua Partners:
Qaem Maqam-e-Farahani
10th Street, No 22, Unit 29
Iram
Phone: 98 21 8854 9357 8 |
| 167 |
Concert Capital Partners |
Peter |
Nanula |
Managing Partner |
(949) 715-0602 |
|
pnanula@concertcapital.com |
|
1 Coastal Oak |
Newport Beach |
CA |
92657 |
United States of America |
North America |
|
Golf Resort, Real estate |
|
1230 |
|
|
https://www.concertgolfpartners.com/ |
Concert Capital Partners invests $10-40 million in equity capital per transaction, in companies valued at $15-150 million. Their capital comes from institutional investors including funds of funds, hedge funds, endowments, foundations, financial institutions, pension funds, as well as family offices and high net worth individuals. |
Private Equity |
|
|
Concert Capital Partners |
Susan |
Dunnavant |
COO |
(407) 489-0931 |
|
sdunnavant@concertgolfclubs.com |
|
1 Coastal Oak |
Newport Beach |
CA |
92657 |
United States of America |
North America |
|
Golf Resort, Real estate |
|
1230 |
|
|
https://www.concertgolfpartners.com/ |
Concert Capital Partners invests $10-40 million in equity capital per transaction, in companies valued at $15-150 million. Their capital comes from institutional investors including funds of funds, hedge funds, endowments, foundations, financial institutions, pension funds, as well as family offices and high net worth individuals. |
Private Equity |
|
| 168 |
Confluence Capital Advisors, LLC |
Brett |
Cicinelli |
Founder & President |
(310) 807-3098 |
|
bc@confluenceca.com |
info@confluenceca.com |
16832 Otsego Street |
Encino |
CA |
91436 |
United States of America |
North America |
https://www.linkedin.com/in/brettcicinelli/ |
Publicly Traded Stocks and Bonds, Real Estate, Private Equity, Credit, Hedge Funds |
2.016 |
|
|
https://www.linkedin.com/company/confluenceca/ |
https://www.confluenceca.com/ |
As a Multi-Family Office, we specialize in Investing & Divorce Financial Planning for the highly successful. We provide sophisticated investment and financial service offerings combined with the highest-end financial planning, specializing in divorce. The firm is built on the principles of honesty, integrity, and objective decision-making.
Brett Cicinelli, CFA, CFP®, CDFA®, MAFF® brings over two decades of financial and analytical experience to work for clients and is the founder and President of Confluence Capital Advisors. He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®). |
MF |
|
|
Confluence Capital Advisors, LLC |
Brett |
Cicinelli |
Founder & President |
(818) 385-1345 |
|
bc@confluenceca.com |
|
16832 Otsego Street |
Encino |
CA |
91436 |
United States of America |
North America |
https://www.linkedin.com/in/brettcicinelli/ |
Hedge Funds, Mutual Funds, Pension Plans, Real Estate, Private Equity |
2.016 |
|
|
https://www.linkedin.com/company/confluence-capital-advisors-llc/ |
https://www.confluenceca.com/ |
Confluence Capital Advisors is the only Multi-Family Office that
focuses on Divorce Financial Planning.
As a Multi-Family Office, Confluence provides sophisticated investment and financial service offerings. Our analytical skills were honed from many years of intellectual rigor, from managing the financials and investments at the Single Family Office for one of Europe’s most successful families, to advising and managing assets for the world’s largest hedge funds, mutual funds, pension plans, etc.
We take an educational and partnership approach with our clients, drawing on experience in the classroom, teaching advanced college level courses and seminars that go beyond stocks and bonds, covering diverse topics that include real estate, private equity, and hedge funds. |
MF |
|
| 169 |
Conscience Multi Family Office LLP |
Vignesh |
Sundararaman |
Founding Partner |
Mobile: 91 98403 28752 |
|
gschoolofpassion@gmail.com |
consult@consciencemfo.com |
59, Vijaya Raghava Rd, Parthasarathi Puram, T. Nagar, Tamil Nadu |
Chennai |
|
600017 |
India |
Asia |
https://www.linkedin.com/in/hashtagvignesh/ |
Funds, Hedge Funds |
2.019 |
|
|
https://www.linkedin.com/company/consciencemfo/ |
http://consciencemfo.com/ |
Conscience Multi Family Office is an humble attempt to bridge the gap between Business ventures, Family Assets & Wealth Management and our core competency lies therein. Our focus is on constantly guiding families and diverse groups, by working with subject-matter experts, to add value and create organic growth through a tailor-made professional consortium. |
MF |
|
| 170 |
Consist Multi Family Office |
Alexandre |
Latuf Filho |
Investment Director |
Direct: 55 (15) 3231-1771 |
|
alexandre.filho@latufseguros.com.br |
atendimento@cmfo.com.br |
Rua Gomes de Carvalho 911, 4 Andar, Vila Olímpia |
Sao Paulo |
SP |
04547-003 |
Brazil |
South America |
https://www.linkedin.com/in/alexandre-latuf-filho-81945114/ |
Alternative Investments |
2.020 |
|
|
https://latufseguros.com.br/ |
https://www.consistmfo.com.br/ |
At Consist Multi Family Office we help our clients to have a healthier relationship with their assets. |
MF |
|
| 171 |
Consultas LLC |
Tim |
Wheeler |
Managing Partner |
(214) 709-6660 |
|
tim.wheeler@consultasllc.com |
|
One Arts Plaza, 1722 Routh Street, Suite 900 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/tcwheeler/ |
Liquid Investments, Equities, Fixed Income, Commodities, Alternatives, Illiquid Investments, Private Equity, Hedge funds, Real Estate, Oil and Gas, Personal Assets, Primary Residence, Vacation Homes, Art & Collectibles, Aircraft, Watercraft |
2.018 |
|
info@clearwaterhousecayman.com |
https://www.clearwaterhousecayman.com/
https://www.linkedin.com/company/consultas-llc/ |
https://consultasllc.com/ |
Consultas is a new breed of multi-family office based in Dallas, Texas. Our team provides highly personalized counsel and an integrated suite of financial and investment management services. By providing this holistic offering we enable our clients to maintain their lifestyles, support the next generation, and pursue lifelong passions and causes. |
MF |
|
| 172 |
Contego Capital |
Rob |
Branton |
Chairman Advisory Board |
(952) 697-2575 |
(952) 698-3468 |
rob@contegocap.com |
|
7255 Ohms Lane |
Edina |
MN |
55439 |
United States of America |
North America |
|
|
|
$2B |
|
|
http://contegocap.com/ |
Contego identifies prospective hedge fund managers through its network of business relationships with fund managers and other industry professionals, investors and marketers. |
Fund-of-Fund |
|
|
Contego Capital |
Matt |
Wicklund |
COO & CCO |
(952) 697-2575 |
(952) 698-3468 |
matt@contegocap.com |
|
7255 Ohms Lane |
Edina |
MN |
55439 |
United States of America |
North America |
|
|
|
$2B |
|
|
http://contegocap.com/ |
Contego identifies prospective hedge fund managers through its network of business relationships with fund managers and other industry professionals, investors and marketers. |
Fund-of-Fund |
|
| 173 |
Contreva Management A.G. |
Mario |
Scholz |
Chief Executive Officer |
41 417 607 676 |
41 417 606 262 |
mario.scholz@contreva.ch |
info@contreva.ch |
Bahnhofstrasse 9, Postfach 1259 |
Baar |
|
CH-6341 |
Switzerland |
Europe |
https://www.linkedin.com/in/mario-scholz-96787b/ |
Hedge Funds |
1.989 |
|
|
https://www.linkedin.com/in/isabel-buchle-43494555/ |
http://www.contreva.ch/ |
Contreva Management AG provides multi family office service in Zürich Area, Switzerland. |
MF |
|
| 174 |
Cooper Family Office |
John |
Repetti |
Sr. Advisor |
(516) 817-2244, (212) 225-9555 |
|
jrepetti@bestiaconsulting.com |
info@cooperfamilyoffice.com |
55 East 59th Street, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/jrepetti/ |
Healthcare & Biotechnology, Technology, Media, and Telecommunications, Hedge Fund, Private Equity, Venture Capital |
2.006 |
|
|
https://bestiaconsulting.com/john-repetti |
https://www.cooperfamilyoffice.com/ |
Mr. Cooper established a single-family office to manage his family assets, which were derived from his stock trading endeavors. His SFO has transitioned to global investing primarily in alternative investments, including hedge and private equity funds. |
SF |
|
| 175 |
Corecam AG |
Christian |
Henke |
CEO & CIO |
41 445 335 555 |
41 445 335 552 |
ch@corecam.com |
info@corecam.com |
Tödistrasse 5 |
Zurich |
|
8002 |
Switzerland |
Europe |
|
Private Equity and Hedge Funds |
2.009 |
|
|
https://www.linkedin.com/company/corecam/ |
https://corecam.com/ |
Corecam is a Multi-Family-Office located in Switzerland offering comprehensive, individually-tailored services and solutions to affluent families and companies. |
MF |
65 6535 5479
Email: info@corecam.com.sg |
|
Corecam AG |
Laurent |
Monod |
Deputy CEO & COO |
41 445 335 555 |
41 445 335 552 |
lm@corecam.com |
info@corecam.com |
Tödistrasse 5 |
Zurich |
|
8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/laurentmonod/ |
Private Equity and Hedge Funds |
2.009 |
|
|
https://twitter.com/loranmonod |
https://corecam.com/ |
Corecam is a Multi-Family-Office located in Switzerland offering comprehensive, individually-tailored services and solutions to affluent families and companies. |
MF |
65 6535 5479
Email: info@corecam.com.sg |
|
Corecam AG |
Kai-Christian |
Brockstedt |
Co-Founder & Managing Partner |
41 445 335 555 |
41 445 335 552 |
kcb@corecam.com |
info@corecam.com |
Tödistrasse 5 |
Zurich |
|
8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/kai-christian-brockstedt-1b98405/ |
Private Equity and Hedge Funds |
2.009 |
|
|
https://www.linkedin.com/company/corecam/ |
https://corecam.com/ |
Corecam is a Multi-Family-Office located in Switzerland offering comprehensive, individually-tailored services and solutions to affluent families and companies. |
MF |
65 6535 5479
Email: info@corecam.com.sg |
|
Corecam AG |
Christian |
Zenker |
Managing Partner |
41 445 335 555 |
41 445 335 552 |
cz@corecam.com |
info@corecam.com |
Tödistrasse 5 |
Zurich |
|
8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/christianzenker/ |
Private Equity and Hedge Funds |
2.009 |
|
|
https://www.linkedin.com/company/corecam/ |
https://corecam.com/ |
Corecam is a Multi-Family-Office located in Switzerland offering comprehensive, individually-tailored services and solutions to affluent families and companies. |
MF |
65 6535 5479
Email: info@corecam.com.sg |
|
Corecam AG |
Martin |
Lechner |
Founding Partner & CIO |
41 445 335 555 |
41 445 335 552 |
ml@corecam.com |
info@corecam.com |
Tödistrasse 5 |
Zurich |
|
8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/martin-lechner-930999223/ |
Private Equity and Hedge Funds |
2.009 |
|
info@select.investments |
https://select.investments/ |
https://corecam.com/ |
Corecam is a Multi-Family-Office located in Switzerland offering comprehensive, individually-tailored services and solutions to affluent families and companies. |
MF |
65 6535 5479
Email: info@corecam.com.sg |
| 176 |
Cove Capital Corp. |
Barney |
Corning |
Managing Partner |
(617) 457-8368 |
(617) 261-3864 |
|
cccinfo@cccalliance.com |
10 Liberty Square, 3rd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/barney-corning-a68703/ |
Private Equity, Venture Capital and Hedge Funds |
1.992 |
$350M |
admin@covecc.com |
http://www.cccalliance.com/our_team.html#Barney |
http://www.covecc.com/ |
Cove Capital is a private family company serving the needs of branches of a single family with a primary mission to protect and build financial and human capital, as well as facilitate the pursuit of philanthropic objectives. Cove manages both CORE and VENTURE exposures for the family, and invests both directly and through funds. Cove seeks to partner with like-minded families and firms to pursue growth initiatives. With continued growth comes the opportunity to give back. |
SF |
|
|
Cove Capital Corp. |
Barney |
Corning |
Managing Partner |
(617) 457-8368 |
(617) 261-3864 |
barneyc@covecc.com |
|
10 Liberty Square, 3rd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/barney-corning-a68703/ |
Alternative Investments |
1.992 |
$350M |
|
http://www.cccalliance.com/our_team.html#Barney |
http://www.covecc.com/ |
Cove Capital is a private family company serving the needs of branches of a single family with a primary mission to protect and build financial and human capital, as well as facilitate the pursuit of philanthropic objectives. Cove manages both CORE and VENTURE exposures for the family, and invests both directly and through funds. Cove seeks to partner with like-minded families and firms to pursue growth initiatives. With continued growth comes the opportunity to give back. |
SF |
|
| 177 |
Covepoint Capital Advisors LLC |
Melissa |
Ko |
Managing Member |
(212) 782-3600 |
|
mko@covecap.com |
|
142 West 57th Street, 5th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/melissakocovepoint/ |
Hedge Fund |
2.008 |
|
|
http://melissako.com/ |
http://www.covecap.com/ |
Covepoint is a family office hedge fund founded by Melissa Ko and is focused on investing in currencies, interest rates and other macro asset classes. The firm combines a blend of trading experience with a robust research approach that focuses on the interactions between developed and emerging markets. |
SF |
|
| 178 |
Crestline Investors, Inc. |
Douglas |
Bratton |
Founding Partner & Chief Investment Officer |
(817) 339-7600 |
|
dbratton@crestlineinc.com |
fjordan@crestlineinc.com |
201 Main Street, Suite 1900 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/doug-bratton-b62437146/ |
Financing, Restructuring Solutions |
|
|
|
|
https://www.crestlineinvestors.com/ |
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, Chicago, London, Toronto and Tokyo. |
Private Equity |
|
|
Crestline Investors, Inc. |
Caroline |
Cooley |
Managing Partner |
(817) 339-7600 |
|
ccooley@crestlineinc.com |
fjordan@crestlineinc.com |
201 Main Street, Suite 1900 |
Fort Worth |
TX |
76102 |
United States of America |
North America |
https://www.linkedin.com/in/caroline-cooley-6a27a795/ |
Financing, Restructuring Solutions |
|
|
|
|
https://www.crestlineinvestors.com/ |
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, Chicago, London, Toronto and Tokyo. |
Private Equity |
|
| 179 |
Crestone Capital Advisors LLC |
Doug |
Bonnette |
Principal |
(303) 442-4447 |
(303) 442-4587 |
dbonnette@crestonecap.com |
info@crestonecap.com |
1048 Pearl St., Suite 450 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/doug-bonnette-b00431/ |
Alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. |
1.991 |
$3B |
|
https://www.linkedin.com/company/crestone-capital/ |
https://www.crestonecapital.com/ |
Crestone Capital is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families. |
MF |
|
|
Crestone Capital Advisors LLC |
Abby |
Barlow |
Executive Director, Shareholder, Investment Research |
(303) 442-4447 |
(303) 442-4587 |
abarlow@crestonecapital.com |
info@crestonecap.com |
1048 Pearl St., Suite 450 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/abby-barlow-cfa-6488705/ |
Alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. |
1.991 |
$3B |
|
https://www.linkedin.com/company/crestone-capital/ |
https://www.crestonecapital.com/ |
Crestone Capital is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families. |
MF |
|
|
Crestone Capital Advisors LLC |
Abby |
Krolick |
Executive Director - Business Operations |
(303) 442-4447 |
(303) 442-4587 |
akrolick@crestonecapital.com |
info@crestonecap.com |
1048 Pearl St., Suite 450 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/abby-krolick-a7309614/ |
Alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. |
1.991 |
$3B |
|
https://www.linkedin.com/company/crestone-capital/ |
https://www.crestonecapital.com/ |
Crestone Capital is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families. |
MF |
|
|
Crestone Capital Advisors LLC |
Eric |
Kramer |
Principal & Founder |
(303) 442-4447 |
(303) 442-4587 |
ekramer@crestonecap.com |
info@crestonecap.com |
1048 Pearl St., Suite 450 |
Boulder |
CO |
80302 |
United States of America |
North America |
https://www.linkedin.com/in/eric-kramer-409761/ |
Alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. |
1.991 |
$3B |
|
https://www.linkedin.com/company/crestone-capital/ |
https://www.crestonecapital.com/ |
Crestone Capital is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families. |
MF |
|
| 180 |
Crosby Company of New Hampshire |
Steven |
Spinazzola |
Facilities Manager |
(603) 681-4273 |
|
sspinazzola@thecrosbyco.com |
|
11 Keewaydin Dr. |
Salem |
NH |
03079-2840 |
United States of America |
North America |
https://www.linkedin.com/in/steven-spinazzola-cfm-82473b3b/ |
Alternative Investments |
|
$506K |
|
|
https://www.linkedin.com/company/crosby-company-of-new-hampshire/ |
Crosby Company of NH, a single-family office located in New Hampshire dedicated to dynamic, forward-thinking stewardship for the family’s businesses, assets and philanthropy. With “family first” as our guiding principle, our work is grounded on the values of respect, integrity, teamwork, trust and high performance. |
SF |
|
|
Crosby Company of New Hampshire |
Richard |
Augugliaro |
Chief Operating Officer |
(603) 681-4273 |
|
raugugliaro@thecrosbyco.com |
|
11 Keewaydin Dr. |
Salem |
NH |
03079-2840 |
United States of America |
North America |
https://www.linkedin.com/in/rich-augugliaro-6979b912/ |
Alternative Investments |
|
$506K |
|
|
https://www.linkedin.com/company/crosby-company-of-new-hampshire/ |
Crosby Company of NH, a single-family office located in New Hampshire dedicated to dynamic, forward-thinking stewardship for the family’s businesses, assets and philanthropy. With “family first” as our guiding principle, our work is grounded on the values of respect, integrity, teamwork, trust and high performance. |
SF |
|
|
Crosby Company of New Hampshire |
Sandy |
Griffon |
Managing Director |
(978) 235-1800 |
|
sgriffon@thecrosbyco.com |
|
11 Keewaydin Dr. |
Salem |
NH |
03079-2840 |
United States of America |
North America |
|
Alternative Investments |
|
$506K |
|
|
https://www.linkedin.com/company/crosby-company-of-new-hampshire/ |
Crosby Company of NH, a single-family office located in New Hampshire dedicated to dynamic, forward-thinking stewardship for the family’s businesses, assets and philanthropy. With “family first” as our guiding principle, our work is grounded on the values of respect, integrity, teamwork, trust and high performance. |
SF |
|
| 181 |
Cross Border Capital Ltd |
Michael |
Howell |
Managing Director |
44 203 755-2895 |
|
mjh@liquidity.com |
info@crossbordercapital.com |
Audley House, 13, Palace St. |
London |
|
SW1E 5HX |
United Kingdom |
Europe |
https://www.linkedin.com/in/michael-howell-357b1416/ |
|
|
|
|
|
http://www.liquidity.com/ |
CrossBorder Capital is a London-based independent investment advisory firm and alternative data provider. The firm puts strong emphasis on understanding fixed income and currency markets, and consequently has a consistent 'top down' view of stock markets. The firm is always on the look-out for signs of Central Bank errors: it watches policy makers' hands rather than trying to read their lips! Its unique and timely database of liquidity and capital flows, covering 80 countries including all the important major markets and regions over a near 40 year history can be downloaded real-time by clients. The firm has an international client base. This includes Sovereign Wealth Funds, Central Banks, asset managers, insurance companies, charitable foundations, private family offices and hedge funds. |
Fund-of-Fund |
|
|
Cross Border Capital Ltd |
Pablo |
Carbajal |
Fund Manager |
44 203 755-2895 |
|
pc@liquidity.com |
info@crossbordercapital.com |
Audley House, 13, Palace St. |
London |
|
SW1E 5HX |
United Kingdom |
Europe |
https://www.linkedin.com/in/pablocarbajalcfa/ |
|
|
|
|
|
http://www.liquidity.com/ |
CrossBorder Capital is a London-based independent investment advisory firm and alternative data provider. The firm puts strong emphasis on understanding fixed income and currency markets, and consequently has a consistent 'top down' view of stock markets. The firm is always on the look-out for signs of Central Bank errors: it watches policy makers' hands rather than trying to read their lips! Its unique and timely database of liquidity and capital flows, covering 80 countries including all the important major markets and regions over a near 40 year history can be downloaded real-time by clients. The firm has an international client base. This includes Sovereign Wealth Funds, Central Banks, asset managers, insurance companies, charitable foundations, private family offices and hedge funds. |
Fund-of-Fund |
|
| 182 |
Cross Shore Capital Management, LLC |
Neil |
Kuttner |
Chief Operations Officer & Chief Compliance Officer |
(516) 684-4040 |
(516) 684-4041 |
nkuttner@xshorecap.com |
ir@xshorecap.com |
111 Great Neck Road, Suite 210 |
Great Neck |
NY |
11021 |
United States of America |
North America |
https://www.linkedin.com/in/neil-kuttner-5b452729/ |
|
|
$397M |
|
|
https://xshorecap.com/ |
Cross Shore was founded in November 2002 and manages funds of hedge funds focusing on long/short equity managers. Cross Shore is wholly owned by Victor Linell, Benjamin Bloomstone and Neil Kuttner, the firm’s managing members. The majority of the founders’ liquid net worth is invested in the Cross Shore Funds. |
Fund-of-Fund |
|
|
Cross Shore Capital Management, LLC |
Vic |
Linell |
Portfolio Manager |
(516) 829-1364 |
(516) 684-4041 |
vlinell@xshorecap.com |
ir@xshorecap.com |
111 Great Neck Road, Suite 210 |
Great Neck |
NY |
11021 |
United States of America |
North America |
https://www.linkedin.com/in/vic-linell-9ba1708/ |
|
|
$397M |
|
|
https://xshorecap.com/ |
Cross Shore was founded in November 2002 and manages funds of hedge funds focusing on long/short equity managers. Cross Shore is wholly owned by Victor Linell, Benjamin Bloomstone and Neil Kuttner, the firm’s managing members. The majority of the founders’ liquid net worth is invested in the Cross Shore Funds. |
Fund-of-Fund |
|
| 183 |
Crystal Capital Partners L.L.C. |
Steven |
Brod |
Senior Partner & Chief Executive Officer |
(305) 868-1500 |
|
sbrod@crystalfunds.com |
info@crystalfunds.com |
1111 Kane Concourse, Suite 401 |
Bay Harbor Islands |
FL |
33154 |
United States of America |
North America |
https://www.linkedin.com/in/steven-brod-11971015/ |
|
|
$760M |
|
|
https://www.crystalfunds.com/ |
Crystal Capital Partners L.L.C. is an alternative asset management firm that seeks to provide its investors with superior Fund of Hedge Funds products. With over 13 years of experience, the firm is dedicated to helping investors preserve capital through carefully constructed portfolios that provide consistent returns through time. |
Fund-of-Fund |
|
|
Crystal Capital Partners L.L.C. |
Alan |
Strauss |
Investor Relations |
(305) 868-1500 |
|
astrauss@crystalfunds.com |
info@crystalfunds.com |
1111 Kane Concourse, Suite 401 |
Bay Harbor Islands |
FL |
33154 |
United States of America |
North America |
https://www.linkedin.com/in/alan-strauss-24184129/ |
|
|
$760M |
|
|
https://www.crystalfunds.com/ |
Crystal Capital Partners L.L.C. is an alternative asset management firm that seeks to provide its investors with superior Fund of Hedge Funds products. With over 13 years of experience, the firm is dedicated to helping investors preserve capital through carefully constructed portfolios that provide consistent returns through time. |
Fund-of-Fund |
|
| 184 |
Crystal Family Office Inc. |
Natalie |
Brod |
President |
(305) 868-1500 |
|
nbrod@crystalfunds.com |
|
1111 Kane Concourse, Suite 310 |
Bay Harbor Islands |
FL |
33154 |
United States of America |
North America |
https://www.linkedin.com/in/natalie-brod-72601640/ |
Hedge Fund, Private Equity |
|
|
|
https://twitter.com/CCPHedge |
http://crystalfamilyoffice.com/ |
The Crystal Family Office originated as a single family office solution for our founding family, a family
of entrepreneurs and innovators in the financial space. As the scope of our family’s activities have expanded and the family grows across generations, the organic shift from a business-centric family
to a “family enterprise” begins. |
SF |
|
| 185 |
Culross Global Investment Management Limited |
Nigel |
Blanshard |
Chief Investment Officer |
41 414 121 352 |
44 207 409-2514 |
nigel@culrossglobal.com |
ir@culrossglobal.com |
32 Ludgate Hill |
London |
|
EC4M 7DR |
United Kingdom |
Europe |
https://www.linkedin.com/in/nigel-blanshard-025bb025/ |
|
|
$1B |
|
|
https://www.culrossglobal.com/ |
Culross Global is an independent asset management firm founded in London in 1992. We serve a diversified investor base of institutional and high net worth investors, for whom we manage a range of funds and wealth management solutions with tailored risk and return objectives. The company was founded in 1992 by Nigel Blanshard who comes from a background of institutional fixed income management and was responsible for multi-billion dollar portfolios. By 1995, Nigel had developed his thematic approach to fund of hedge fund (FoHF) management and his particular approach to manager selection. |
Fund-of-Fund |
|
|
Culross Global Investment Management Limited |
Hitesh |
Bharkhda |
Chief Operating Officer |
44 207 409-1352 |
44 207 409-2514 |
hitesh@culrossglobal.com |
ir@culrossglobal.com |
32 Ludgate Hill |
London |
|
EC4M 7DR |
United Kingdom |
Europe |
https://www.linkedin.com/in/hitesh-bharkhda-0a431094/ |
|
|
$1B |
|
|
https://www.culrossglobal.com/ |
Culross Global is an independent asset management firm founded in London in 1992. We serve a diversified investor base of institutional and high net worth investors, for whom we manage a range of funds and wealth management solutions with tailored risk and return objectives. The company was founded in 1992 by Nigel Blanshard who comes from a background of institutional fixed income management and was responsible for multi-billion dollar portfolios. By 1995, Nigel had developed his thematic approach to fund of hedge fund (FoHF) management and his particular approach to manager selection. |
Fund-of-Fund |
|
| 186 |
CVA Family Office, LLC |
Matt |
Blackburn |
Managing Partner & Co-Founder |
(303) 243-5620 |
(720) 733-0400 |
matt@cvafamilyoffice.com |
info@capitalvalue.net |
101 University, Suite 400 |
Denver |
CO |
80206 |
United States of America |
North America |
https://www.linkedin.com/in/mattblackburnclassvi/ |
Funds, Hedge Funds, Alternative Investments |
2.016 |
$222M |
|
|
https://cvafamilyoffice.com/ |
CVA Family Office is a boutique, multi-family wealth management firm serving high-net-worth business owners & entrepreneurs. The invite-only nature of CVA Family Office allows us to provide outstanding service to a small number of client families. |
MF |
|
|
CVA Family Office, LLC |
Dalyce |
Young |
Client Advisor |
(303) 243-5620 |
(720) 733-0400 |
dalyce@cvafamilyoffice.com |
info@capitalvalue.net |
101 University, Suite 400 |
Denver |
CO |
80206 |
United States of America |
North America |
https://www.linkedin.com/in/dalyceyoung/ |
Funds, Hedge Funds, Alternative Investments |
2.016 |
$222M |
dalyceyoung@hotmail.com |
http://dalyceincostarica.blogspot.com/ |
https://cvafamilyoffice.com/ |
CVA Family Office is a boutique, multi-family wealth management firm serving high-net-worth business owners & entrepreneurs. The invite-only nature of CVA Family Office allows us to provide outstanding service to a small number of client families. |
MF |
|
|
CVA Family Office, LLC |
David |
Tolson |
Managing Director |
Direct: 303) 570-2288 |
(720) 733-0400 |
david@capitalvalue.net |
info@capitalvalue.net |
101 University, Suite 400 |
Denver |
CO |
80206 |
United States of America |
North America |
https://www.linkedin.com/in/david-tolson-388b731/ |
Funds, Hedge Funds, Alternative Investments |
2.016 |
$222M |
|
https://capitalvalue.net/team/david-tolson/ |
https://cvafamilyoffice.com/ |
CVA Family Office is a boutique, multi-family wealth management firm serving high-net-worth business owners & entrepreneurs. The invite-only nature of CVA Family Office allows us to provide outstanding service to a small number of client families. |
MF |
|
|
CVA Family Office, LLC |
Chris |
Younger |
Managing Director |
(303) 249-5272 |
(720) 733-0400 |
chris@capitalvalue.net |
info@capitalvalue.net |
101 University, Suite 400 |
Denver |
CO |
80206 |
United States of America |
North America |
https://www.linkedin.com/in/chris-younger-2a51486/ |
Funds, Hedge Funds, Alternative Investments |
2.016 |
$222M |
|
https://capitalvalue.net/team/chris-younger/ |
https://cvafamilyoffice.com/ |
CVA Family Office is a boutique, multi-family wealth management firm serving high-net-worth business owners & entrepreneurs. The invite-only nature of CVA Family Office allows us to provide outstanding service to a small number of client families. |
MF |
|
| 187 |
CW Partners |
Kyle |
Ford |
Managing Director |
(214) 721-0907 |
|
kford@cwpartners.com |
|
2811 McKinney Ave., Suite 214 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/kyle-ford-06a13982/ |
Investment Banking, Private Equity, Hedge Fund |
2.003 |
|
|
https://cwpartners.com/ |
https://www.cw.partners/ |
CW Partners is a boutique firm operating as a multi-family office and trust company to address the needs of select individuals and their families. With international expertise in wealth planning, legal and tax, finance and accounting, we are able to provide solutions to meet wide-ranging and complex requirements. |
MF |
|
|
CW Partners |
Todd |
Colman |
President |
(214) 721-0907 |
|
tcolman@cwpartners.com |
|
2811 McKinney Ave., Suite 214 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/toddcolman/ |
Investment Banking, Private Equity, Hedge Fund |
2.003 |
|
|
https://cwpartners.com/ |
https://www.cw.partners/ |
CW Partners is a boutique firm operating as a multi-family office and trust company to address the needs of select individuals and their families. With international expertise in wealth planning, legal and tax, finance and accounting, we are able to provide solutions to meet wide-ranging and complex requirements. |
MF |
|
|
CW Partners |
Rick |
Taylor |
Executive Recruiter- I-Banking, Private Equity & Hedge Funds |
(214) 721-0907 |
|
rtaylor@cwpartners.com |
|
2811 McKinney Ave., Suite 214 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/rick-taylor-9019222/ |
Investment Banking, Private Equity, Hedge Fund |
2.003 |
|
|
https://cwpartners.com/ |
https://www.cw.partners/ |
CW Partners is a boutique firm operating as a multi-family office and trust company to address the needs of select individuals and their families. With international expertise in wealth planning, legal and tax, finance and accounting, we are able to provide solutions to meet wide-ranging and complex requirements. |
MF |
|
| 188 |
Cygnus Capital Partners Limited |
Lance |
Whitehead |
Founder & Chief Executive |
44 207 993-8006 |
|
ljw@cygnus-capital.com |
info@cygnus-capital.com |
Brook Street, Mayfair |
London |
|
W1K 5EH |
United Kingdom |
Europe |
https://www.linkedin.com/in/lance-whitehead-69296912/ |
Family Office Real Estate |
2.002 |
€1B |
|
|
http://www.cygnus-capital.com/ |
Cygnus Capital is a successful alternative investments placement and advisory business, with a particular focus on private equity, real estate, secondaries and direct investments. As an independent company, Cygnus Capital's reputation and success is directly linked to the timely achievement of our clients' objectives, and the maintenance of a good working relationship with the investor community. We are highly selective about the projects we undertake and focus on a small number of complementary placement mandates each year, to ensure we can concentrate fully on each assignment. |
PERE |
|
|
Cygnus Capital Partners Limited |
Sandra |
Stohler |
Advisor |
44 207 993-8006 |
|
sandra@cygnus-capital.com |
info@cygnus-capital.com |
Brook Street, Mayfair |
London |
|
W1K 5EH |
United Kingdom |
Europe |
https://www.linkedin.com/in/sandra-stohler-2613ba10/ |
Family Office Real Estate |
2.002 |
€1B |
sandra@elisircapital.com |
|
http://www.cygnus-capital.com/ |
Cygnus Capital is a successful alternative investments placement and advisory business, with a particular focus on private equity, real estate, secondaries and direct investments. As an independent company, Cygnus Capital's reputation and success is directly linked to the timely achievement of our clients' objectives, and the maintenance of a good working relationship with the investor community. We are highly selective about the projects we undertake and focus on a small number of complementary placement mandates each year, to ensure we can concentrate fully on each assignment. |
PERE |
|
| 189 |
Cypress Wealth Advisors |
Vince |
Colabianchi |
CFO & Founding Principal |
(415) 489-2100 |
(415) 489-2109 |
vcolabianchi@cypresswealth.com |
|
101 California St., Suite 1025 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/vincentcolabianchi/ |
Private Equity, Hedge Funds, Real Estate and Commodities |
2.004 |
$1 billion |
|
https://www.linkedin.com/company/cypress-wealth-advisors/ |
https://www.cypresswealth.com/ |
CV Advisors is a global multi-family office headquartered in Miami, Florida. The Firm is independently owned and operates as a SEC registered investment adviser. |
WM |
x |
|
Cypress Wealth Advisors |
Barbara |
Young |
Chief Executive Officer, Chief Investment Officer & Founding Principal |
(415) 489-2100 |
(415) 489-2109 |
byoung@cypresswealth.com |
|
101 California St., Suite 1025 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/barbarahyoung |
Private Equity, Hedge Funds, Real Estate and Commodities |
2.004 |
$1 billion |
|
https://www.linkedin.com/company/cypress-wealth-advisors/ |
http://www.cypresswealth.com/ |
CV Advisors is a global multi-family office headquartered in Miami, Florida. The Firm is independently owned and operates as a SEC registered investment adviser. |
WM |
x |
|
Cypress Wealth Advisors |
James |
Longinotti |
Portfolio Administrator |
(415) 489-2100 |
(415) 489-2109 |
jlonginotti@cypresswealth.com |
|
101 California St., Suite 1025 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/james-longinotti-cfa-65214745/ |
Private Equity, Hedge Funds, Real Estate and Commodities |
2.004 |
$1 billion |
|
https://www.linkedin.com/company/cypress-wealth-advisors/ |
http://www.cypresswealth.com/ |
CV Advisors is a global multi-family office headquartered in Miami, Florida. The Firm is independently owned and operates as a SEC registered investment adviser. |
WM |
x |
|
Cypress Wealth Advisors |
Sophie |
Lee |
Chief Operating Officer & Principal |
(415) 489-2100 |
(415) 489-2109 |
slee@cypresswealth.com |
|
101 California St., Suite 1025 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/sophie-lee-cfp®-58362923/ |
Private Equity, Hedge Funds, Real Estate and Commodities |
2.004 |
$1 billion |
|
https://www.linkedin.com/company/cypress-wealth-advisors/ |
http://www.cypresswealth.com/ |
CV Advisors is a global multi-family office headquartered in Miami, Florida. The Firm is independently owned and operates as a SEC registered investment adviser. |
WM |
x |
| 190 |
Dalio Family Office |
Michelle |
Chopper |
Accounting Manager & Private Investments Auditor |
(203) 226-3030 |
|
michelle.chopper@bwater.com |
|
One Glendinning Place |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-chopper-cpa/ |
Hedge Funds, Private Equity |
|
|
|
https://www.bridgewater.com/ |
|
The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist. |
SF |
|
|
Dalio Family Office |
Bruce |
Zimmerman |
Chief Investment Officer |
(203) 226-3030 |
|
bruce.zimmerman@bwater.com |
|
One Glendinning Place |
Westport |
CT |
06880 |
United States of America |
North America |
|
Hedge Funds, Private Equity, Alternative Investments |
|
|
|
https://www.bridgewater.com/ |
|
The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist. |
SF |
|
|
Dalio Family Office |
Tom |
Waller |
Chief Operating Officer |
(203) 226-3030 |
|
tom.waller@bwater.com |
|
One Glendinning Place |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/tomwaller/ |
Hedge Funds, Private Equity, Alternative Investments |
|
|
|
https://www.bridgewater.com/ |
|
The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist. |
SF |
|
| 191 |
Dancap Family Investment Office |
Paul |
Tershakowec |
Investment Director |
(416) 590-9444 |
(416) 590-7444 |
paul@dancap.ca |
|
197 Sheppard Ave. West |
West Toronto |
ON |
M2N 1M9 |
Canada |
North America |
https://www.linkedin.com/in/paul-tershakowec-ma-cfa-48a914a/ |
Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments |
2.000 |
$300M |
|
https://www.linkedin.com/company/dancap-private-equity-inc/ |
https://dancap.ca/ |
Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. |
SF |
|
|
Dancap Family Investment Office |
Tristan |
Weatherhead |
Senior Investment Analyst |
(416) 590-9444 |
(416) 590-7444 |
tristan@dancap.ca |
|
197 Sheppard Ave. West |
West Toronto |
ON |
M2N 1M9 |
Canada |
North America |
https://www.linkedin.com/in/tristan-weatherhead-a723abb8/ |
Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments |
2.000 |
$300M |
|
https://www.linkedin.com/company/dancap-private-equity-inc/ |
https://dancap.ca/ |
Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. |
SF |
|
|
Dancap Family Investment Office |
Hussein |
Sobh |
Senior Portfolio Administrator |
(416) 590-9444 |
(416) 590-7444 |
hussein@dancap.ca |
|
197 Sheppard Ave. West |
West Toronto |
ON |
M2N 1M9 |
Canada |
North America |
https://www.linkedin.com/in/hussein-sobh-aaa869153/ |
Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments |
2.000 |
$300M |
|
https://www.linkedin.com/company/dancap-private-equity-inc/ |
https://dancap.ca/ |
Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. |
SF |
|
|
Dancap Family Investment Office |
Aubrey |
Dan |
President |
(647) 297-6470 |
(416) 590-7444 |
aubreydan@dancap.ca |
|
197 Sheppard Ave. West |
West Toronto |
ON |
M2N 1M9 |
Canada |
North America |
https://www.linkedin.com/in/aubrey-dan-940a031/ |
Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments |
2.000 |
$300M |
|
https://www.linkedin.com/company/dancap-private-equity-inc/ |
https://dancap.ca/ |
Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. |
SF |
|
|
Dancap Family Investment Office |
Elias |
Toby |
COO & CFO |
(416) 590-9444 |
(416) 590-7444 |
elias@dancap.ca |
|
197 Sheppard Ave. West |
West Toronto |
ON |
M2N 1M9 |
Canada |
North America |
https://www.linkedin.com/in/elias-toby-66660333/ |
Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments |
2.000 |
$300M |
|
https://www.linkedin.com/company/dancap-private-equity-inc/ |
https://dancap.ca/ |
Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. |
SF |
|
| 192 |
DarolPar |
Antonio |
Martins |
Partner |
55 (11) 2161-2484 |
55 (11) 2161-2401 |
antonio.martins@me.com |
contato@gpsbr.com |
Av. Pres. Juscelino Kubitschek, 1830 Torre 3 - 10º andar |
Sao Paulo |
SP |
04543-900 |
Brazil |
South America |
https://www.linkedin.com/in/antonio-martins-2751a5/ |
Private Equity, Venture Capital, Hedge Funds, Alternative Investments, Fund-of-Funds, FoF |
1.999 |
R$500M |
|
|
https://www.gpsinvestimentos.com/ |
GPS is a leader in the Multi-family Office market in Brazil and one of the largest independent wealth management companies in Latin America. The company provides advice on financial structures, asset allocation, investment selection, assembly and monitoring of investment portfolios. In this model, the professional has contact with all types of financial investments and portfolio management structures. The model relies on conflict-free, proprietary research, a strong team of more than 90 professionals, personalized and highly qualified service and constant improvement of the relationship with the investor. |
MF |
55 (31) 2552-3660 |
| 193 |
Daszkal Bolton Family Office |
Jennifer |
Ridgely |
Partner |
Direct: (561) 886-5205 |
|
jridgely@dbllp.com |
|
4455 Military Trail, Suite 201 |
Jupiter |
FL |
33458 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-ridgely-12843217/ |
Athletes and Entertainers, Biotech/Life Science, Broker Dealer/Hedge Funds, Construction, Health Care Organizations, High-Tech Companies, Hospitality, Manufacturing/Distribution, Not-for-Profit Organizations, Professional Service Firms, Real Estate, Retail, SEC Registrants |
2.012 |
|
|
http://dbllp.com/family-office/ |
https://dbllp.com/ |
DB Family Office Services stands by the side of high net worth families to deliver confidence in the management of complex interests. Our diverse professionals serve as the representatives, confidants and brain trust for multigenerational families from around the world. At DB Family Office Services, we recognize that a high net worth family is forever building its legacy. |
MF |
|
|
Daszkal Bolton Family Office |
Barry |
Gurland |
Partner |
Direct: (561) 886-5283 |
|
bgurland@dbfos.com |
|
490 Sawgrass Corp Pkwy, Suite 200 |
Sunrise |
FL |
33324 |
United States of America |
North America |
https://www.linkedin.com/in/barry-gurland-bb627521/ |
Athletes and Entertainers, Biotech/Life Science, Broker Dealer/Hedge Funds, Construction, Health Care Organizations, High-Tech Companies, Hospitality, Manufacturing/Distribution, Not-for-Profit Organizations, Professional Service Firms, Real Estate, Retail, SEC Registrants |
2.012 |
|
|
http://dbllp.com/family-office/ |
https://dbllp.com/ |
DB Family Office Services stands by the side of high net worth families to deliver confidence in the management of complex interests. Our diverse professionals serve as the representatives, confidants and brain trust for multigenerational families from around the world. At DB Family Office Services, we recognize that a high net worth family is forever building its legacy. |
MF |
|
| 194 |
Dauphin Capital Partners |
James |
Hoover |
Principal |
(516) 759-3339 |
(516) 759-3322 |
jhoover@dauphincapital.com |
jhoover@dauphincapital.com |
108 Forest Avenue |
Locust Valley |
NY |
11560 |
United States of America |
North America |
https://www.linkedin.com/in/james-hoover-18a9645/ |
Early Stage Medical Companies, including Service, IT and Product Businesses |
1.998 |
|
|
|
http://www.dauphincapital.com/ |
Dauphin Capital was founded in 1998 to provide venture backing to promising companies in the medical industry. Our two funds, having raised $35 million, invested in 15 early stage medical companies, including service, IT and product businesses. DCP is Mr. Hoover's family office evaluating a variety of investment opportunities including hedge funds, real estate, private equity, venture capital and direct private company investments. |
VC |
|
| 195 |
David W McCary, LLC |
David |
McCary |
Virtual Single Family Office Co-Founder & Lead Advisor |
Office: (860) 761-1000, Mobile: (860) 573-1482 |
(860) 761-1009 |
david.mccary@mccary-anheuser-wealth.com |
|
15 North Main Street, Suite 100 |
West Hartford |
CT |
06107 |
United States of America |
North America |
https://www.linkedin.com/in/davidmccary/ |
Real Estate, Private Equity, Alternative Investments |
2.001 |
|
dwmccary@gmail.com, dmccary@duxfordcapital.com |
https://www.mccary-anheuser-wealth.com/
https://david-mccary-tpbr.squarespace.com/
https://static.fmgsuite.com/media/downloadables/images/documents/58b451c7-e9a2-4ce9-9ed2-cafb503f67e9.pdf |
https://www.dwmccary.com/ |
Lead advisor to an ultra-high net worth family advising them from initial liquidity event to on-going multi-generational family estate planning. |
SF |
|
| 196 |
Daxor Finance SA |
Jacques |
Benveniste |
Founder & CEO |
41 223 123 512 |
41 223 123 513 |
|
info@daxor.ch |
Rue du Rhône 59 |
Geneva 3 |
|
CH-1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/jacques-benveniste-973ab48/ |
Alternative Investments |
1.992 |
CHF 117M |
|
https://www.plr-ge.ch/accueil/index |
https://www.daxor.ch/ |
Daxor is an independent Swiss company based in Geneva founded in 1992. We offer multi-family office services, highly personalized financial guidance and advisory or discretionary asset management mandates. |
MF |
|
| 197 |
de Raekt S.à.r.l / BV |
Rob |
van Gansewinkel |
Chief Investment Officer |
352 262 586 541 |
352 26 459 422 |
rob.vangansewinkel@deraekt.com |
info@deraekt.com |
One on One, 1, route d'Esch |
Luxembourg |
|
L1470 |
Luxembourg |
Europe |
https://www.linkedin.com/in/rob-van-gansewinkel/ |
Hedge Funds, Funds of Hedge Funds, Shares, Bonds, Liquid Assets, Commodities, Real Estate, Private Equity |
1.969 |
|
|
https://www.linkedin.com/in/pascalmartis/ |
https://deraekt.com/ |
De Raekt SARL/BV is a holding founded in 1969 as a Single Family Office of which the head office is established in Luxemburg . |
SF |
|
| 198 |
Diercksen Family Office |
John |
Diercksen |
Trustee & Manager |
|
|
diercksen@gmail.com |
|
|
Westport |
CT |
|
United States of America |
North America |
https://www.linkedin.com/in/johndiercksen/ |
|
|
|
|
|
|
John D. Diercksen is a Trustee and Manager for a Connecticut-based single-family office where he is responsible for overseeing all external relationships with investment managers and legal and accounting partners.
John has also led the business development and investor relations functions for Chi-Rho Financial, LLC and Cross Sound Management, LLC where he worked closely with existing and prospective clients of these firms. Previously, he spent ten years at KKR & Co. L.P. (Prisma Capital Partners) where he held various roles including business development responsibilities for institutional clients and consultants in the Midwest region of the U.S. and various leading private wealth platforms and registered investment advisors nationally. He also led the client servicing efforts, globally, with the limited partners of Prisma’s funds.
Earlier in his career, John was a Senior Analyst at Verizon Investment Management Corporation (VIMCO) where he was involved in hedge funds, portfolio restructurings, and strategic partnerships. He holds a B.S., cum laude, from Babson College. |
SF |
|
| 199 |
Dikareva Family Office |
Christina |
Dikareva |
Alternative Investments Specialist |
|
|
cdikareva@gmail.com |
|
415 Jackson St. |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/christinadikareva/ |
Hedge Funds, Private Equity, Venture Capital Funds |
2.011 |
|
|
http://analystmarket.com/ |
|
Christina Dikareva serves as Alternative Investments Specialist for a Single Family Office firm in New York and CEO at Analyst Market. |
SF |
|
| 200 |
Dilmon |
Michele |
Faissola |
Founder & CEO |
44 207 203-5000 |
|
michele@faissola.com |
|
5 Fleet Place |
London |
|
EC4M 7RD |
United Kingdom |
Europe |
https://www.linkedin.com/in/michele-faissola/ |
Oil & Gas, Hedge Funds, Alternative Investments |
2.018 |
|
info.foundation@faissola.com |
https://www.faissolafoundation.com/michele-faissola/ |
|
Dilmon is a private family office for the Faissola Family. |
SF |
|
| 201 |
Diversified Financial Management, Inc |
Calvin |
Place |
Managing Director |
(781) 792-0440 |
(781) 792-0606 |
hcp@dfmwealth.com |
dfm@dfmwealth.com |
80 Washington Street, Building E-13 |
Norwell |
MA |
2061 |
United States of America |
North America |
https://www.linkedin.com/in/calvin-place-cfa-1605561/ |
Individual Equities, Separately Managed Portfolios, Fixed Income, Alternative Investments, Individual Securities, Mutual Funds, Exchange Traded Funds, ETFs, REITs, or other securities |
1.986 |
$111M |
|
https://www.linkedin.com/company/diversified-financial-management-inc./ |
https://dfmwealth.com/ |
DFM is an independent investment advisory and financial planning firm that has been counseling. DFM combines personalized attention with the integration of a broad range of financial planning and investment services inherent in a multi-family office format. Family offices were originally established by America’s wealthiest families to manage and coordinate all their affairs in one location. |
MF |
|
|
Diversified Financial Management, Inc |
Mark |
Everett |
Managing Director, Financial Advisor |
(781) 792-0440 |
(781) 792-0606 |
mark@dfmwealth.com |
dfm@dfmwealth.com |
80 Washington Street, Building E-13 |
Norwell |
MA |
2061 |
United States of America |
North America |
https://www.linkedin.com/in/mark-everett-8790a7b/ |
Individual Equities, Separately Managed Portfolios, Fixed Income, Alternative Investments, Individual Securities, Mutual Funds, Exchange Traded Funds, ETFs, REITs, or other securities |
1.986 |
$111M |
|
https://www.linkedin.com/company/diversified-financial-management-inc./ |
https://dfmwealth.com/ |
DFM is an independent investment advisory and financial planning firm that has been counseling. DFM combines personalized attention with the integration of a broad range of financial planning and investment services inherent in a multi-family office format. Family offices were originally established by America’s wealthiest families to manage and coordinate all their affairs in one location. |
MF |
|
| 202 |
DM Partners Ltd. |
Bruce |
Merivale-Austin |
Managing Partner |
65 6844 4466 |
|
bmerivale@dmpartners.net |
info@dmpartners.net |
80 Robinson Road, Suite 25-00 |
Singapore |
|
068898 |
Singapore |
Asia |
https://www.linkedin.com/in/bruce-merivale-austin-81736912/ |
3rd party) Asia/ North America focusing on Convergent Technology including Biotech/Biomedical, Networks/Computing, Health Care/Neuroscience, Social Networking/Software, Equities, Private Equity, Commodities and International Property |
|
$2B |
|
|
https://www.dmpartners.net/ |
DM Partners is a single family office that concentrates on Global Macro trading and alternative investments with a particular focus on proprietary in-house research and direct investment in early stage Silicon Valley technology companies. |
SF |
|
|
DM Partners Ltd. |
Druvinda |
Rodrigo |
Senior Associate |
65 6844 4466 |
|
drodrigo@dmpartners.net |
info@dmpartners.net |
80 Robinson Road, Suite 25-00 |
Singapore |
|
068898 |
Singapore |
Asia |
https://www.linkedin.com/in/druvinda-rodrigo-294b402a/ |
3rd party) Asia/ North America focusing on Convergent Technology including Biotech/Biomedical, Networks/Computing, Health Care/Neuroscience, Social Networking/Software, Equities, Private Equity, Commodities and International Property |
|
$2B |
|
|
https://www.dmpartners.net/ |
DM Partners is a single family office that concentrates on Global Macro trading and alternative investments with a particular focus on proprietary in-house research and direct investment in early stage Silicon Valley technology companies. |
SF |
|
| 203 |
DMW Finance Group |
Steven |
Morales de Medrano |
CEO & Managing Director |
41 445 853 267 |
|
info@demedranowealth.com |
info@demedranowealth.com |
Dreikönigstrasse 31A |
Zurich |
|
8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/stevenmdm/ |
Alternative Investments, Commercial Real Estate, Hedge Fund & Art Fund Asset Management, Investment Banking |
2.013 |
CHF 150M |
|
http://www.dmwrealestate.com/ |
http://www.demedranowealth.com/ |
DMW Finance Group began in earnest in 2013 as a Zurich based multi-family office, by the name of De Medrano Wealth, with strong ties to owners of global beverage brands, and the transport and government sectors. |
WM |
|
| 204 |
Donkers Family Office |
Chris |
Donkers |
Senior Investment Officer |
|
|
cdonkers@uvic.ca |
|
|
Victoria |
BC |
V8P 5C2 |
Canada |
North America |
https://www.linkedin.com/in/chrisdonkers/ |
|
|
|
|
|
|
Oversee and manage private single Family Office investment portfolio across a variety of asset classes including: Public Equities, Fixed Income, Private Equity, Hedge Funds, Currencies, Real Estate, Alternatives and Hard Assets/Commodities. Utilize discipline of institutional portfolio management with an endowment-like long-term portfolio.
Conduct on-site visits with investment community including brokers, fund managers, advisors, consultants and custodians to review and evaluate service and various investment opportunities.
Monitor the portfolio's risk exposures. Conduct research and analyze new investment opportunities, leading the due diligence process and working with Investment Committee members on portfolio recommendations and tactical asset allocation decisions.
Represent the company at investee meetings and AGM’s. Maintain client relationships, investor education and report quarterly investment performance on public and private investments, risk and investment holdings reports to Investment Committee and external Board of Directors. Reports also discuss current market and economic conditions and trends.
Assist wholly owned direct investment portfolio of assets and operating companies. Provide financial analysis for opportunities, M&A Advisory, structuring and due diligence for investment opportunities or divestitures.Oversee and manage private single Family Office investment portfolio across a variety of asset classes including: Public Equities, Fixed Income, Private Equity, Hedge Funds, Currencies, Real Estate, Alternatives and Hard Assets/Commodities. Utilize discipline of institutional portfolio management with an endowment-like long-term portfolio. Conduct on-site visits with investment community including brokers, fund managers, advisors, consultants and custodians to review and evaluate service and various investment opportunities. Monitor the portfolio's risk exposures. Conduct research and analyze new investment opportunities, leading the due diligence process and working with Investment Committee members on portfolio recommendations and tactical asset allocation decisions. Represent the company at investee meetings and AGM’s. Maintain client relationships, investor education and report quarterly investment performance on public and private investments, risk and investment holdings reports to Investment Committee and external Board of Directors. Reports also discuss current market and economic conditions and trends. Assist wholly owned direct investment portfolio of assets and operating companies. Provide financial analysis for opportunities, M&A Advisory, structuring and due diligence for investment opportunities or divestitures.
Skills: Research · Customer Service |
SF |
|
| 205 |
DPG Investments, LLC |
William |
Brooksbank |
Managing Director |
(480) 603-6468 |
(310) 861-6597 |
bill@dpginvestments.com |
|
950 W Elliott #101-A |
Tempe |
AZ |
85284 |
United States of America |
North America |
https://www.linkedin.com/in/bill-brooksbank-67b8351/ |
Private Equity, Ultra HNW Family offices, Pension Funds, Endowments, Hedge Funds, Private Merchant Banks, Offshore Investment Vehicles |
2.004 |
$900M |
|
https://www.linkedin.com/company/dpg-investments/ |
https://dpginvestments.com/ |
DPG Investments, a multi-strategy family office private investor, continued its rapid growth through the fourth quarter of 2015 with a flurry of deals. |
MF |
|
|
DPG Investments, LLC |
Daniel |
Galvanoni |
Chairman and CEO |
(480) 603-6468 |
(310) 861-6597 |
dan@dpginvestments.com |
|
950 W Elliott #101-A |
Tempe |
AZ |
85284 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-galvanoni-b9856b1/ |
Private Equity, Ultra HNW Family offices, Pension Funds, Endowments, Hedge Funds, Private Merchant Banks, Offshore Investment Vehicles |
2.004 |
$900M |
|
https://www.linkedin.com/company/dpg-investments/ |
https://dpginvestments.com/ |
DPG Investments, a multi-strategy family office private investor, continued its rapid growth through the fourth quarter of 2015 with a flurry of deals. |
MF |
|
| 206 |
Drum Hill Capital, LLC |
David |
Nightingale |
President & Senior Advisor |
(203) 834-0534 |
(203) 816-6559 |
dnight@drumhill.com |
info@drumhill.com |
8 Wright Street, Suite 107 |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/davenightingale/ |
Equities, Equity Fund, Private Equity, Alternative Investments, Hedge Funds, Venture Capital Fund |
1.998 |
$159M |
|
https://www.linkedin.com/company/drum-hill-capital/ |
https://www.drumhill.com/ |
Drum Hill Capital is a multi-family office committed to providing cutting edge insights and opportunities for our clients. This MFO firm was founded in 1998 with the mission to create a unique type of investment firm, one where entrepreneurial clients could seek out not only traditional asset management services, but receive impartial and informed advice on the wide variety of other endeavors they sought to pursue. In the time since our founding, the world has changed dramatically: global markets are more connected than ever, and technology seems to be unleashing new challenges and opportunities almost every day. |
MF |
|
|
Drum Hill Capital, LLC |
Ron |
Welz |
Director of Operations |
(203) 349-8182 |
(203) 816-6559 |
rwelz@drumhill.com |
info@drumhill.com |
8 Wright Street, Suite 107 |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/ron-welz-99158582/ |
Equities, Equity Fund, Private Equity, Alternative Investments, Hedge Funds, Venture Capital Fund |
1.998 |
$159M |
|
https://www.linkedin.com/company/drum-hill-capital/ |
https://www.drumhill.com/ |
Drum Hill Capital is a multi-family office committed to providing cutting edge insights and opportunities for our clients. This MFO firm was founded in 1998 with the mission to create a unique type of investment firm, one where entrepreneurial clients could seek out not only traditional asset management services, but receive impartial and informed advice on the wide variety of other endeavors they sought to pursue. In the time since our founding, the world has changed dramatically: global markets are more connected than ever, and technology seems to be unleashing new challenges and opportunities almost every day. |
MF |
|
|
Drum Hill Capital, LLC |
Zachary |
Olson |
Head of Investment Research |
(203) 349-8182 |
(203) 816-6559 |
zolson@drumhill.com |
info@drumhill.com |
8 Wright Street, Suite 107 |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/zachary-olson/ |
Equities, Equity Fund, Private Equity, Alternative Investments, Hedge Funds, Venture Capital Fund |
1.998 |
$159M |
|
https://www.linkedin.com/company/drum-hill-capital/ |
https://www.drumhill.com/ |
Drum Hill Capital is a multi-family office committed to providing cutting edge insights and opportunities for our clients. This MFO firm was founded in 1998 with the mission to create a unique type of investment firm, one where entrepreneurial clients could seek out not only traditional asset management services, but receive impartial and informed advice on the wide variety of other endeavors they sought to pursue. In the time since our founding, the world has changed dramatically: global markets are more connected than ever, and technology seems to be unleashing new challenges and opportunities almost every day. |
MF |
|
| 207 |
DuLac Capital Ltd |
Andreas |
Peterlik |
Partner & Investment Manager |
41 443 916 666 |
41 443 916 667 |
a.peterlik@dulaccapital.com |
|
Arosastrasse 7 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
|
Private Equity, Real Estate, Hedge Funds |
2.007 |
|
|
https://www.linkedin.com/company/dulac-capital/ |
http://www.dulaccapital.com/ |
DuLac Capital is a Swiss-based asset manager and multi-family office, which offers a comprehensive range of tailor-made services to its Clientele since 2007. We, the partners of DuLac Capital, strive to identify and understand the issues most important to our clients. Thanks to our independent approach and our interdisciplinary team of investment experts, lawyers and trust specialists. |
MF |
|
|
DuLac Capital Ltd |
Sébastian |
Giovanna |
Partner |
41 443 916 666 |
41 443 916 667 |
s.giovanna@dulaccapital.com |
|
Arosastrasse 7 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/sebastien-giovanna-bb248712/ |
Private Equity, Real Estate, Hedge Funds |
2.007 |
|
info@duLacadvisory.com |
https://dulacadvisory.com/ |
http://www.dulaccapital.com/ |
DuLac Capital is a Swiss-based asset manager and multi-family office, which offers a comprehensive range of tailor-made services to its Clientele since 2007. We, the partners of DuLac Capital, strive to identify and understand the issues most important to our clients. Thanks to our independent approach and our interdisciplinary team of investment experts, lawyers and trust specialists. |
MF |
|
| 208 |
DYNASTION |
Svetlana |
Dankovicova |
Partner & CEO |
421 254 430 940 |
421 254 434 084 |
svetlana.dankovicova@dynastion.com |
office@dynastion.com |
Hlavné námestie 4 |
Bratislava |
|
811 01 |
Czech Republic |
Europe |
https://www.linkedin.com/in/svetlana-dankovicova-45014331/ |
Asset Management, Private Equity |
2.014 |
|
|
https://www.linkedin.com/company/dynastion/ |
https://www.dynastion.com/ |
Family office in the Central and Eastern Europe with offices in Bratislava and Prague
Wealth management
Alternative investments
Investment club |
MF |
|
|
DYNASTION |
Brano |
Dej |
Partner & Chief Investment Officer |
421 254 430 940 |
421 254 434 084 |
brano.dej@dynastion.com |
office@dynastion.com |
Hlavné námestie 4 |
Bratislava |
|
811 01 |
Czech Republic |
Europe |
https://www.linkedin.com/in/brano-dej-5ab3311a/ |
Asset Management, Private Equity |
2.014 |
|
|
https://www.linkedin.com/company/dynastion/ |
https://www.dynastion.com/ |
Family office in the Central and Eastern Europe with offices in Bratislava and Prague
Wealth management
Alternative investments
Investment club |
MF |
|
| 209 |
EACM Advisors LLC |
Suzanne |
Millette |
SVP & Director of Portfolio Risk Management |
(203) 854-7076 |
(203) 854-7001 |
suzanne@eacm.com |
info@eacm.com |
200 Connecticut Avenue, 6th Floor |
Norwalk |
CT |
06854 |
United States of America |
North America |
https://www.linkedin.com/in/suzanne-millette-68073526/ |
|
|
$3.9B |
|
|
https://www.eacm.com/ |
EACM Advisors is a leading fund of funds manager who has been helping clients achieve their investment objectives for more than 20 years. We specialize in both hedge fund and long-only strategies. In the hedge fund area, we focus on multistrategy fund of funds with consistent return objectives, as well as more specialized solutions, which may focus on a single strategy (e.g., event driven) or specific objectives (e.g., socially responsible). In the long-only area, we specialize in multi-manager funds focusing on entrepreneurial, fundamentally based managers. We believe that active management can produce meaningful alpha and that manager and style risk can be reduced through a multi-manager structure. |
Fund-of-Fund |
|
|
EACM Advisors LLC |
Tracey |
Hayes |
EVP & Chief Risk Officer |
(203) 854-7076 |
(203) 854-7001 |
tracey@eacm.com |
info@eacm.com |
200 Connecticut Avenue, 6th Floor |
Norwalk |
CT |
06854 |
United States of America |
North America |
https://www.linkedin.com/in/tracey-hayes-6aa58813/ |
|
|
$3.9B |
|
|
https://www.eacm.com/ |
EACM Advisors is a leading fund of funds manager who has been helping clients achieve their investment objectives for more than 20 years. We specialize in both hedge fund and long-only strategies. In the hedge fund area, we focus on multistrategy fund of funds with consistent return objectives, as well as more specialized solutions, which may focus on a single strategy (e.g., event driven) or specific objectives (e.g., socially responsible). In the long-only area, we specialize in multi-manager funds focusing on entrepreneurial, fundamentally based managers. We believe that active management can produce meaningful alpha and that manager and style risk can be reduced through a multi-manager structure. |
Fund-of-Fund |
|
| 210 |
East Partnership |
Joseph |
Kusnan |
Chief Investment Officer |
|
|
jkusnan@post.harvard.edu |
|
767 Fifth Avenue, 17th Floor |
New York |
NY |
10153 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-kusnan-4b25172/ |
Hedge Fund |
2.012 |
|
|
http://joekusnan.tumblr.com/
https://twitter.com/JoeKusnan |
|
East Partnership is a private single family office located in New York, NY. |
SF |
|
|
Eaton Partners, LLC |
Carlos Ulises |
Flores |
Partner |
(203) 286-2970 |
|
cuf@eaton-partners.com |
info@eaton-partners.com |
31 Rowayton Avenue |
Rowayton |
CT |
06853 |
United States of America |
North America |
https://www.linkedin.com/in/carlos-ulises-flores-237a2592/ |
Fundraising, Advisory, Private Equity, Directs, Private Debt, Hedge Funds, Institutional Investors, Limited Partners, Investing, General Partners, Real Assets, Public Markets, Marketing, Finance, Secondary Transactions, Capital Raising, Fund Placement |
1.983 |
$100B |
|
https://www.linkedin.com/company/eaton-partners-llc/ |
https://eaton-partners.com/ |
Eaton Partners, a Stifel Company, is one of the world’s leading fund advisory and capital placement agents, having raised more than $100 billion across more than 140 highly differentiated alternative investment funds and offerings. Founded in 1983, Eaton advises and raises institutional capital for investment managers across alternative strategies – private equity, private credit, real assets, real estate, and hedge funds/public market – in both the primary and secondary markets. Eaton Partners maintains offices and operates throughout North America, Europe and Asia. |
Private Equity |
|
|
Eaton Partners, LLC |
Michael |
Crawford |
Partner |
(203) 286-2970 |
|
wmc@eaton-partners.com |
info@eaton-partners.com |
31 Rowayton Avenue |
Rowayton |
CT |
06853 |
United States of America |
North America |
https://www.linkedin.com/in/michael-crawford-ab6296b9/ |
Fundraising, Advisory, Private Equity, Directs, Private Debt, Hedge Funds, Institutional Investors, Limited Partners, Investing, General Partners, Real Assets, Public Markets, Marketing, Finance, Secondary Transactions, Capital Raising, Fund Placement |
1.983 |
$100B |
|
https://www.linkedin.com/company/eaton-partners-llc/ |
https://eaton-partners.com/ |
Eaton Partners, a Stifel Company, is one of the world’s leading fund advisory and capital placement agents, having raised more than $100 billion across more than 140 highly differentiated alternative investment funds and offerings. Founded in 1983, Eaton advises and raises institutional capital for investment managers across alternative strategies – private equity, private credit, real assets, real estate, and hedge funds/public market – in both the primary and secondary markets. Eaton Partners maintains offices and operates throughout North America, Europe and Asia. |
Private Equity |
|
| 211 |
Ehrenkranz Partners L.P. |
Patrick |
Shaw |
Partner |
(212) 751-5959 |
|
pshaw@eplp.com |
ehrenkranz.partners@eplp.com |
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-shaw-5451a834/ |
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-lp/ |
https://www.eplp.com/ |
Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. |
MF |
|
|
Ehrenkranz Partners L.P. |
Andrew |
Sommers |
Managing Partner |
(212) 751-5959 |
|
andrew.sommers@eplp.com |
ehrenkranz.partners@eplp.com |
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-sommers-28192399/ |
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-lp/ |
https://www.eplp.com/ |
Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. |
MF |
|
|
Ehrenkranz Partners L.P. |
Maria |
Torres |
John Ehrenkranz's Assistant |
Direct: (212) 801-2312 |
|
maria.torres@eplp.com |
ehrenkranz.partners@eplp.com |
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
|
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-lp/ |
https://www.eplp.com/ |
Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. |
MF |
|
|
Ehrenkranz Partners L.P. |
Steven |
Davidson |
Chief Operating Officer |
Direct: (212) 801-2306 |
|
steven.davidson@eplp.com |
ehrenkranz.partners@eplp.com |
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/steven-davidson-a333888/ |
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-lp/ |
https://www.eplp.com/ |
Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. |
MF |
|
|
Ehrenkranz Partners L.P. |
Michael |
Fierro |
Chief Financial Officer |
(212) 751-5959 |
|
michael.fierro@eplp.com |
ehrenkranz.partners@eplp.com |
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/michael-fierro-3190327/ |
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-lp/ |
https://www.eplp.com/ |
Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. |
MF |
|
|
Ehrenkranz Partners L.P. |
John |
Ehrenkranz |
Partner & Chief Investment Officer |
(212) 751-5959 |
|
john.ehrenkranz@eplp.com |
ehrenkranz.partners@eplp.com |
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/john-ehrenkranz-460829131/ |
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-lp/ |
https://www.eplp.com/ |
Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. |
MF |
|
|
Ehrenkranz Partners L.P. |
Kurt |
Dudas |
Partner |
(212) 751-5959 |
|
kurt.dudas@eplp.com |
ehrenkranz.partners@eplp.com |
375 Park Avenue |
New York |
NY |
10152 |
United States of America |
North America |
https://www.linkedin.com/in/kurt-dudas-5bb1112/ |
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
1.966 |
$12B |
|
https://www.linkedin.com/company/ehrenkranz-partners-lp/ |
https://www.eplp.com/ |
Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. |
MF |
|
| 212 |
Ei8ht Street Funding |
Tarik |
Turner |
Real Estate Investor |
(347) 450-3712 |
|
Mrei8htrealty@gmail.com |
Submission@Ei8htstreetFunding.com |
382 Hamilton Ave. |
Brooklyn |
NY |
11231 |
United States of America |
North America |
https://www.linkedin.com/in/sdradioshow/ |
Commercial Real Estate, Residential and Commercial Lending, Stated Income Rental Loans, Bridge Loans, Fix and Flip Loans, Construction Loans |
2.016 |
|
|
|
https://www.ei8htstreetfunding.com/ |
Ei8ht Street Funding is a Real Estate Investment loan firm that provides clients with a personal service that is customized to fit their individual Real Estate needs. All of our deals are sourced through our partnering hedge funds and private lenders. We provide funding for 1-4 Unit residential, 5+ unit commercial, Condos, Mixed use, and Specialty use commercial properties.
We offer funding for fix and flip loans as well as 30 year rentals. Feel free to contact us today to go over your loan Scenario. |
Fix and Flip |
|
| 213 |
Eideard Group, LLC |
Ronald |
Roberts |
Co-Founder & Managing Member |
(603) 471-9909 |
(603) 471-9996 |
ron@eideardgroup.com |
|
Pine Tree Place, 360 - Route 101, Suite 13C |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/ronald-roberts-2305a1117/ |
Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds |
2.006 |
|
|
|
https://eideardgroup.com/ |
Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come.
Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. |
MF |
|
|
Eideard Group, LLC |
John |
Aubin |
Co-Founder & Member |
(603) 471-9909 |
(603) 471-9996 |
john@eideardgroup.com |
|
Pine Tree Place, 360 - Route 101, Suite 13C |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/jp-aubin-44107340/ |
Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds |
2.006 |
|
|
|
https://eideardgroup.com/ |
Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come.
Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. |
MF |
|
|
Eideard Group, LLC |
George |
Li |
Director of Investment Research |
(603) 471-9909 |
(603) 471-9996 |
george@eideardgroup.com |
|
Pine Tree Place, 360 - Route 101, Suite 13C |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/george-li-cfa-1658925/ |
Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds |
2.006 |
|
|
|
https://eideardgroup.com/ |
Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come.
Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. |
MF |
|
|
Eideard Group, LLC |
Kevin |
Gaboriault |
Vice President, Finance |
(603) 471-9909 |
(603) 471-9996 |
kevin@eideardgroup.com |
|
Pine Tree Place, 360 - Route 101, Suite 13C |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-gaboriault-20b2b351/ |
Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds |
2.006 |
|
|
|
https://eideardgroup.com/ |
Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come.
Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. |
MF |
|
|
Eideard Group, LLC |
Bernadette |
Dempsey |
Senior Administrative Officer, Trust & Investments |
(603) 471-9909 |
(603) 471-9996 |
bernadette@eideardgroup.com |
|
Pine Tree Place, 360 - Route 101, Suite 13C |
Bedford |
NH |
03110 |
United States of America |
North America |
https://www.linkedin.com/in/bernadette-dempsey-3a3735148/ |
Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds |
2.006 |
|
|
|
https://eideardgroup.com/ |
Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come.
Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. |
MF |
|
|
Eideard Group, LLC |
Doan |
Trang T. Nguyen |
Controller |
(603) 471-9909 |
(603) 471-9996 |
nikki@eideardgroup.com |
|
Pine Tree Place, 360 - Route 101, Suite 13C |
Bedford |
NH |
03110 |
United States of America |
North America |
|
Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds |
2.006 |
|
|
|
https://eideardgroup.com/ |
Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come.
Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. |
MF |
|
|
Eideard Group, LLC |
Kaitlyn |
Benson |
Administrative Officer, Investments |
(603) 471-9909 |
(603) 471-9996 |
kate@eideardgroup.com |
|
Pine Tree Place, 360 - Route 101, Suite 13C |
Bedford |
NH |
03110 |
United States of America |
North America |
|
Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds |
2.006 |
|
|
|
https://eideardgroup.com/ |
Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come.
Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. |
MF |
|
| 214 |
Element Pointe Advisors, LLC |
Carlos |
Dominguez |
Co-Founder, President & Chief Investment Officer |
(786) 655-9790 |
|
|
info@elementpointe.com |
333 SE 2nd Avenue, Suite 2520 |
Miami |
FL |
33130 |
United States of America |
North America |
https://www.linkedin.com/in/carlos-a-dominguez-39969938/ |
Asset Allocation, Private Equity/Hedge Funds, Complex Credit, Estate Planning Techniques, and Hedging Strategies |
2.016 |
$181M |
|
https://www.linkedin.com/company/element-pointe-advisors-llc/ |
https://elementpointe.com/ |
Element Pointe Advisors is a multi-family office and investment management firm. The firm is independently owned and operates as an SEC-Registered Investment Adviser. |
MF |
|
|
Element Pointe Advisors, LLC |
David |
Savir |
Co-Founder and Chief Executive Officer |
(786) 655-9790 |
|
|
info@elementpointe.com |
333 SE 2nd Avenue, Suite 2520 |
Miami |
FL |
33130 |
United States of America |
North America |
https://www.linkedin.com/in/david-savir-9a6384b/ |
Asset Allocation, Private Equity/Hedge Funds, Complex Credit, Estate Planning Techniques, and Hedging Strategies |
2.016 |
$181M |
|
https://www.linkedin.com/company/element-pointe-advisors-llc/ |
https://elementpointe.com/ |
Element Pointe Advisors is a multi-family office and investment management firm. The firm is independently owned and operates as an SEC-Registered Investment Adviser. |
MF |
|
| 215 |
Elkstone Partners Ltd. |
Ruairí |
O’Neill |
CEO & General Counsel |
353 1 662 5020 |
|
roneill@elkstonepartners.com |
|
76 Baggot Street Lower |
Dublin 2 |
|
D02 EK81 |
Ireland |
Europe |
https://www.linkedin.com/in/ruairi-o-neill-969a961a/ |
Real Estate, Venture Capital, Alternative Investments |
2.008 |
€100M |
|
https://www.linkedin.com/company/elkstone-partners/ |
https://www.elkstonepartners.com/ |
Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. |
MF |
|
|
Elkstone Partners Ltd. |
Ciarán |
McIntyre |
Chief Commercial Officer & Co-Founder |
353 1 662 5020 |
|
cmcintyre@elkstonepartners.com |
|
76 Baggot Street Lower |
Dublin 2 |
|
D02 EK81 |
Ireland |
Europe |
https://www.linkedin.com/in/ciarán-mcintyre-280b861a/ |
Real Estate, Venture Capital, Alternative Investments |
2.008 |
€100M |
|
https://www.linkedin.com/company/elkstone-partners/ |
https://www.elkstonepartners.com/ |
Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. |
MF |
|
|
Elkstone Partners Ltd. |
Alan |
Merriman |
Founder |
353 1 662 5020 |
|
alan@elkstoneprivate.com |
|
76 Baggot Street Lower |
Dublin 2 |
|
D02 EK81 |
Ireland |
Europe |
https://www.linkedin.com/in/alan-merriman-3a7b643a/ |
Real Estate, Venture Capital, Alternative Investments |
2.008 |
€100M |
|
https://www.linkedin.com/company/elkstone-partners/ |
https://www.elkstonepartners.com/ |
Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. |
MF |
|
|
Elkstone Partners Ltd. |
Pádraig |
Owens |
Alternatives |
353 1 662 5020 |
|
powens@elkstonepartners.com |
|
76 Baggot Street Lower |
Dublin 2 |
|
D02 EK81 |
Ireland |
Europe |
https://www.linkedin.com/in/padraigowens/ |
Real Estate, Venture Capital, Alternative Investments |
2.008 |
€100M |
|
https://www.linkedin.com/company/elkstone-partners/ |
https://www.elkstonepartners.com/ |
Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. |
MF |
|
|
Elkstone Partners Ltd. |
Joe |
Bergin |
Director of Business Development |
353 1 662 5020 |
|
jbergin@elkstoneprivate.com |
|
76 Baggot Street Lower |
Dublin 2 |
|
D02 EK81 |
Ireland |
Europe |
https://www.linkedin.com/in/joe-bergin-18265645/ |
Real Estate, Venture Capital, Alternative Investments |
2.008 |
€100M |
|
https://www.linkedin.com/company/elkstone-partners/ |
https://www.elkstonepartners.com/ |
Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. |
MF |
|
| 216 |
Endowment Wealth Management, Inc. |
Prateek |
Mehrotra |
Chief Investment Officer-Wealth Mgmt-Multi-Family Office & RIA Serving, Endowments, 401k plans, etc. |
(920) 785-6009 |
(920) 227-0521 |
Prateek@EndowmentWM.com |
|
W6272 Communication Ct. |
Appleton |
WI |
54914 |
United States of America |
North America |
https://www.linkedin.com/in/prateekmehrotra1/ |
Hedge Funds, Private Equity and Real Assets |
1.996 |
$266M |
|
https://www.linkedin.com/company/endowment-wealth-management-inc-/ |
https://endowmentwm.com/ |
Endowment Wealth Management is a Milwaukee, Wisconsin-based multi family office firm. Our employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides fee based holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations. |
MF |
|
|
Endowment Wealth Management, Inc. |
Robert |
Riedl |
Director of Wealth Mgmt -Multi-Family Office & Fiduciary RIA |
(920) 785-6012 |
(920) 227-0521 |
rob@etfmodelsolutions.com |
|
W6272 Communication Ct. |
Appleton |
WI |
54914 |
United States of America |
North America |
http://www.linkedin.com/in/robertriedl1 |
Hedge Funds, Private Equity and Real Assets |
1.996 |
$266M |
|
https://www.linkedin.com/company/endowment-wealth-management-inc-/ |
https://endowmentwm.com/ |
Endowment Wealth Management is a Milwaukee, Wisconsin-based multi family office firm. Our employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides fee based holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations. |
MF |
|
|
Endowment Wealth Management, Inc. |
Jamie |
Brown |
Senior Investment Officer |
(920) 785-6885 |
(920) 227-0521 |
Jamie@EndowmentWM.com |
|
W6272 Communication Ct. |
Appleton |
WI |
54914 |
United States of America |
North America |
https://www.linkedin.com/in/jamie-brown-cfacpa/ |
Hedge Funds, Private Equity and Real Assets |
1.996 |
$266M |
|
https://www.linkedin.com/company/endowment-wealth-management-inc-/ |
https://endowmentwm.com/ |
Endowment Wealth Management is a Milwaukee, Wisconsin-based multi family office firm. Our employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides fee based holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations. |
MF |
|
|
Endowment Wealth Management, Inc. |
Heidi |
Buhler |
Wealth Administrator |
(920) 785-6010 |
(920) 227-0521 |
heidi@endowmentwm.com |
|
W6272 Communication Ct. |
Appleton |
WI |
54914 |
United States of America |
North America |
https://www.linkedin.com/in/heidibuhler/ |
Hedge Funds, Private Equity and Real Assets |
1.996 |
$266M |
|
https://www.linkedin.com/company/endowment-wealth-management-inc-/ |
https://endowmentwm.com/ |
Endowment Wealth Management is a Milwaukee, Wisconsin-based multi family office firm. Our employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides fee based holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations. |
MF |
|
|
Endowment Wealth Management, Inc. |
Susan |
Michalewski |
Controller |
(920) 785-6015 |
(920) 227-0521 |
Susan@EndowmentWM.com |
|
W6272 Communication Ct. |
Appleton |
WI |
54914 |
United States of America |
North America |
https://www.linkedin.com/in/susan-michalewski-931a8634/ |
Hedge Funds, Private Equity and Real Assets |
1.996 |
$266M |
|
https://www.linkedin.com/company/endowment-wealth-management-inc-/ |
https://endowmentwm.com/ |
Endowment Wealth Management is a Milwaukee, Wisconsin-based multi family office firm. Our employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides fee based holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations. |
MF |
|
|
Endowment Wealth Management, Inc. |
Darla |
White |
Family Office & Fund Accountant |
(920) 785-6010 |
(920) 227-0521 |
Darla@EndowmentWM.com |
|
W6272 Communication Ct. |
Appleton |
WI |
54914 |
United States of America |
North America |
|
Hedge Funds, Private Equity and Real Assets |
1.996 |
$266M |
|
https://www.linkedin.com/company/endowment-wealth-management-inc-/ |
https://endowmentwm.com/ |
Endowment Wealth Management is a Milwaukee, Wisconsin-based multi family office firm. Our employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides fee based holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations. |
MF |
|
|
Endowment Wealth Management, Inc. |
Elaine |
Pietsch |
Family Office Services Specialist |
(920) 785-6017 |
(920) 227-0521 |
Elaine@EndowmentWM.com |
|
W6272 Communication Ct. |
Appleton |
WI |
54914 |
United States of America |
North America |
|
Hedge Funds, Private Equity and Real Assets |
1.996 |
$266M |
|
https://www.linkedin.com/company/endowment-wealth-management-inc-/ |
https://endowmentwm.com/ |
Endowment Wealth Management is a Milwaukee, Wisconsin-based multi family office firm. Our employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides fee based holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts, 401(k) plans, other qualified retirement plans and family or charitable foundations. |
MF |
|
| 217 |
Ennovance Capital LLC |
Mo |
Hossain |
Managing Partner |
(215) 586-4400 |
(800) 901-7006 |
bd@ennovance.com |
info@ennovance.com |
1518 Walnut Street, Suite 1606 |
Philadelphia |
PA |
19102 |
United States of America |
North America |
https://www.linkedin.com/in/mohossain/ |
Chemical, Specialty Materials, Pharmaceuticals, Health-Care, Water, Energy, Petrochemical, Chemistry Related Sectors, Foundation, Private Equity, Hedge Funds |
2.008 |
$1B |
|
https://www.linkedin.com/company/ennovance-capital-llc/ |
https://www.ennovance.com/ |
Ennovance is a private family office headquartered in Philadelphia in Pennsylvania, USA, with presence in North America, Europe, and Asia. We are builders whose stable and permanent capital base and unparalleled network make us ideal partners for entrepreneurs, companies, and fund managers. |
SF |
|
|
Ennovance Capital LLC |
Hal |
Sorgenti |
Partner |
(215) 586-4400 |
(800) 901-7006 |
sorgenti@ennovance.com |
info@ennovance.com |
1518 Walnut Street, Suite 1606 |
Philadelphia |
PA |
19102 |
United States of America |
North America |
|
Chemical, Specialty Materials, Pharmaceuticals, Health-Care, Water, Energy, Petrochemical, Chemistry Related Sectors, Foundation, Private Equity, Hedge Funds |
2.008 |
$1B |
|
https://www.linkedin.com/company/ennovance-capital-llc/ |
https://www.ennovance.com/ |
Ennovance is a private family office headquartered in Philadelphia in Pennsylvania, USA, with presence in North America, Europe, and Asia. We are builders whose stable and permanent capital base and unparalleled network make us ideal partners for entrepreneurs, companies, and fund managers. |
SF |
|
| 218 |
Escor Group |
Michael |
Meehan |
Finance & Investment Director |
61 3 9095 0800 |
61 3 9533 6288 |
michael@escor.com.au |
help@escor.com.au |
1 Robinson Street |
Prahran |
VIC |
3181 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/michael-meehan-90365561/ |
Escor manages a range of investments across many asset classes including Australian and International equities and hedge funds, property securities and private equity. |
1.996 |
|
|
|
http://www.escor.com.au/ |
Escor Group is a privately owned single family office. The firm provides its services to the Smorgon family. It also provides philanthropic services to the family. |
SF |
|
| 219 |
Europanel Research and Asset Management |
Cyril |
Julliard |
Founder & CEO |
33 153 432 080 |
33 153 432 090 |
c.julliard@eraam.com |
contact@eraam.com |
6 rue Paul Baudry |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/cyril-julliard-21642211/ |
|
|
$222M |
|
|
http://www.eraam.com/ |
With its ten years of experience in European hedge funds selection, ERAAM is a leading player in the French & European hedge fund market. Its unique network enables a direct access to the European hedge fund universe. ERAAM also offers its customers a range of off-shore products, AMF regulated funds, and tailor made multi-strategy or single strategy vehicules which can be dedicated. |
Fund-of-Fund |
|
|
Europanel Research and Asset Management |
Olivier |
Kintgen |
Partner & CIO |
33 153 432 080 |
33 153 432 090 |
o.kintgen@eraam.com |
contact@eraam.com |
6 rue Paul Baudry |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/olivier-kintgen-1159b910/ |
|
|
$222M |
|
|
http://www.eraam.com/ |
With its ten years of experience in European hedge funds selection, ERAAM is a leading player in the French & European hedge fund market. Its unique network enables a direct access to the European hedge fund universe. ERAAM also offers its customers a range of off-shore products, AMF regulated funds, and tailor made multi-strategy or single strategy vehicules which can be dedicated. |
Fund-of-Fund |
|
| 220 |
Evanston Capital Management, LLC |
Adam |
Blitz |
Principal, CEO & CIO |
(847) 328-4961 |
(847) 328-4676 |
ablitz@evanstoncap.com |
info@evanstoncap.com |
1560 Sherman Avenue, Suite 960 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/adam-blitz-12418315/ |
|
|
$5B |
|
|
https://www.evanstoncap.com/ |
ECM is an alternative investment management firm focused on providing multi-manager hedge fund programs for institutional and high net worth investors. Formed in 2002, ECM manages a variety of strategies emphasizing more concentrated portfolios, and ECM seeks to identify portfolio managers in which ECM has gained high conviction. ECM manages commingled funds and offers customized solutions to clients looking to tailor their hedge fund program. Evanston Capital Management is focused on providing multi-manager hedge fund programs for institutional and high net worth investors. We are familiar with serving and understanding the needs of institutional investors such as endowments, foundations, corporate pension plans, public pension plans, and multi-employer plans. |
Fund-of-Fund |
|
|
Evanston Capital Management, LLC |
Kenneth |
Meister |
Principal, President & COO |
(847) 328-4961 |
(847) 328-4676 |
kmeister@evanstoncap.com |
info@evanstoncap.com |
1560 Sherman Avenue, Suite 960 |
Evanston |
IL |
60201 |
United States of America |
North America |
https://www.linkedin.com/in/ken-meister-cfa-506b3012/ |
|
|
$5B |
|
|
https://www.evanstoncap.com/ |
ECM is an alternative investment management firm focused on providing multi-manager hedge fund programs for institutional and high net worth investors. Formed in 2002, ECM manages a variety of strategies emphasizing more concentrated portfolios, and ECM seeks to identify portfolio managers in which ECM has gained high conviction. ECM manages commingled funds and offers customized solutions to clients looking to tailor their hedge fund program. Evanston Capital Management is focused on providing multi-manager hedge fund programs for institutional and high net worth investors. We are familiar with serving and understanding the needs of institutional investors such as endowments, foundations, corporate pension plans, public pension plans, and multi-employer plans. |
Fund-of-Fund |
|
| 221 |
Even Keel Family Office |
Bruno |
Doutrelepont |
Chief Executive Officer |
|
|
bruno@evenkeel.ie |
team@evenkeel.ie |
Zoe House, Hillside Road |
Greystones |
|
A63 WK40 |
Ireland |
Europe |
https://www.linkedin.com/in/brunodoutrelepont/ |
Multifamily Office, Alternative Investments, Estate Planning, Cross-Asset Class, Succession Planning, Tax structuring, Family office, Real Estate |
2.012 |
|
|
https://www.linkedin.com/company/even-keel-group/ |
https://evenkeel.ie/ |
Even Keel Family Office is an independent and confidential private investment and family office. Even Keel Family Office was formed following the amalgamation of three European entrepreneurial families. Our talented team oversees a complex portfolio of assets and estates, and manages our Families’ lifestyles in a flexible and efficient manner. Our extensive international networks allow us to source and execute exclusive off-market transactions for our principals and co-investors. |
SF |
|
|
Even Keel Family Office |
Kieran |
Riley |
Director Corporate Finance |
353 1 417 3120 |
|
kieran@evenkeel.ie |
team@evenkeel.ie |
Zoe House, Hillside Road |
Greystones |
|
A63 WK40 |
Ireland |
Europe |
https://www.linkedin.com/in/kieran-riley-93624923/ |
Multifamily Office, Alternative Investments, Estate Planning, Cross-Asset Class, Succession Planning, Tax structuring, Family office, Real Estate |
2.012 |
|
|
https://www.linkedin.com/company/even-keel-group/ |
https://evenkeel.ie/ |
Even Keel Family Office is an independent and confidential private investment and family office. Even Keel Family Office was formed following the amalgamation of three European entrepreneurial families. Our talented team oversees a complex portfolio of assets and estates, and manages our Families’ lifestyles in a flexible and efficient manner. Our extensive international networks allow us to source and execute exclusive off-market transactions for our principals and co-investors. |
SF |
|
|
Even Keel Family Office |
Gregorio |
Saichin |
Advisor |
|
|
gregorio@evenkeel.ie |
team@evenkeel.ie |
Zoe House, Hillside Road |
Greystones |
|
A63 WK40 |
Ireland |
Europe |
https://www.linkedin.com/in/gregorio-saichin-b4717b17/ |
Multifamily Office, Alternative Investments, Estate Planning, Cross-Asset Class, Succession Planning, Tax structuring, Family office, Real Estate |
2.012 |
|
|
https://www.linkedin.com/company/even-keel-group/ |
https://evenkeel.ie/ |
Even Keel Family Office is an independent and confidential private investment and family office. Even Keel Family Office was formed following the amalgamation of three European entrepreneurial families. Our talented team oversees a complex portfolio of assets and estates, and manages our Families’ lifestyles in a flexible and efficient manner. Our extensive international networks allow us to source and execute exclusive off-market transactions for our principals and co-investors. |
SF |
|
|
Even Keel Family Office |
John |
Gallagher |
Advisor |
|
|
john@elementfinance.com |
team@evenkeel.ie |
Zoe House, Hillside Road |
Greystones |
|
A63 WK40 |
Ireland |
Europe |
https://www.linkedin.com/in/john-gallagher-7a164113a/ |
Multifamily Office, Alternative Investments, Estate Planning, Cross-Asset Class, Succession Planning, Tax structuring, Family office, Real Estate |
2.012 |
|
|
https://www.elementfinance.com/about/ |
https://evenkeel.ie/ |
Even Keel Family Office is an independent and confidential private investment and family office. Even Keel Family Office was formed following the amalgamation of three European entrepreneurial families. Our talented team oversees a complex portfolio of assets and estates, and manages our Families’ lifestyles in a flexible and efficient manner. Our extensive international networks allow us to source and execute exclusive off-market transactions for our principals and co-investors. |
SF |
|
| 222 |
EVFO Multi Family Office |
Sebastien |
Vernhes |
Associate |
33 474 715 785 |
|
svernhes@evfo.fr |
contact@evfo.fr |
4, rue Claude Chappe |
Saint-Didier-au-Mont-d'Or |
|
69370 |
France |
Europe |
https://www.linkedin.com/in/sebastien-vernhes-50244a/ |
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/evfo/ |
https://evfo.fr/ |
EVFO is structured to offer the services of a Multi Family Office. |
MF |
|
|
EVFO Multi Family Office |
Thomas |
Espin |
Manager |
33 474 715 785 |
|
tespin@evfo.fr |
contact@evfo.fr |
4, rue Claude Chappe |
Saint-Didier-au-Mont-d'Or |
|
69370 |
France |
Europe |
https://www.linkedin.com/in/thomas-espin-9712777b/ |
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/evfo/ |
https://evfo.fr/ |
EVFO is structured to offer the services of a Multi Family Office. |
MF |
|
|
EVFO Multi Family Office |
Vincent |
Colombel |
Assistant Manager |
33 474 715 785 |
|
vcolombel@evfo.fr |
contact@evfo.fr |
4, rue Claude Chappe |
Saint-Didier-au-Mont-d'Or |
|
69370 |
France |
Europe |
https://www.linkedin.com/in/vincent-colombel-22588b1ba/ |
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/evfo/ |
https://evfo.fr/ |
EVFO is structured to offer the services of a Multi Family Office. |
MF |
|
|
EVFO Multi Family Office |
Quentin |
Jovanovic |
Assistant Manager |
33 474 715 785 |
|
qjovanovic@evfo.fr |
contact@evfo.fr |
4, rue Claude Chappe |
Saint-Didier-au-Mont-d'Or |
|
69370 |
France |
Europe |
https://www.linkedin.com/in/quentin-jovanovic-8806aa17a/ |
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/evfo/ |
https://evfo.fr/ |
EVFO is structured to offer the services of a Multi Family Office. |
MF |
|
| 223 |
Ezra Family Office |
Michael |
Ezra |
Chief Executive Officer |
44 203 727-3921 |
|
mezra@hbtitan.com |
|
P.O. Box 544, 14 Britannia Place, Bath Street |
St Helier |
|
JE2 4SU |
Jersey |
Europe |
https://www.linkedin.com/in/michael-ezra-3844211/ |
Fund-of-Funds, FOF, Hedge Funds, Traditional Investment Funds, Global Macro, Long only Equity Strategies, Long only Fixed Income Stratgies, Equity Long Short, Market Neutral, Fixed Income Arbitrage, Mortgage backed Securities (both Residential and Commercial), Option Trading, Illiquid Credit Strategies, Convertible Bonds, Event Driven including Distressed, Corporate Restructuring and Merger Arbitrage, Commodities including both Precious and Base Metals, Agricultural and other Soft Commodities, Real Estate |
2.019 |
|
|
https://hbtitan.com/ |
|
After graduating in statistics from University College London, Michael was placed on an accelerated training programme at KPMG where he qualified as a Chartered Accountant passing all exams at the first attempt. He then spent eight years at American Investment banks (Kidder,Peabody and Paine Webber - which are both now part of UBS) working in fixed income trading in London, New York and Singapore. He was the top student in the global intake on the MBA training programme.
Michael has worked for 3 different fund management organisations in positions from senior analyst to Chief Investment Officer. He has also worked directly for a multi-billion dollar hedge fund as a trader and senior analyst. As a consultant, he advised and acted as Chief Investment Officer for wealth management companies and fund of funds on underlying investments, portfolio management and risk management. His specialties include both hedge funds and traditional investment funds. Strategies advised upon include, but are not limited to, global macro, long only equity strategies, long only fixed income stratgies, equity long short, market neutral, fixed income arbitrage, mortgage backed securities (both residential and commercial), option trading, illiquid credit strategies, convertible bonds, event driven including distressed, corporate restructuring and merger arbitrage, commodities including both precious and base metals, agricultural and other soft commodities, and real estate.
Michael is currently a director of a real estate private equity company that invests in all areas of the capital stack including senior and mezzanine debt, preference shares and common equity. Proptech investments are also of interest, He also acts as CEO of a single family office.
Michael has been quoted in the press, and has also spoken at industry conferences and on BBC Radio 4 and Radio 5 about investment related matters.
In his spare time Michael takes an interest in art, politics and philosophy and has lectured at Oxford University and at the University of London on the latter two. He has a voluntary position as a Director and Trustee of small registered charity that promotes free speech and civic engagement. He has also written articles for The Spectator, a British political and current affairs magazine that has been in existence for nearly 200 years. |
SF |
|
| 224 |
F&F Family Office © |
Peter |
Valk |
Founding Partner |
31 738 442 190 |
|
pvalk@fffamilyoffice.nl |
info@fffamilyoffice.nl |
Postbus 96 |
Vlijmen |
|
5250 AB |
The Netherlands |
Europe |
https://www.linkedin.com/in/peter-valk-97a0796/ |
Alternative Investments |
2.006 |
|
|
|
https://fffamilyoffice.nl/ |
F&F is a multi-family office that supports different families. F&F is an independent consultancy firm that specialises in providing services to families of high net worth. Peter Valk, partner and one of the founders of F&F family office, has been working in the family office sector since 2000. Angela Driesprong and Guido Teeuwen provide assistance to these families with financial, administrative and secretarial duties. |
MF |
|
| 225 |
Fair Value Capital (UK) Limited |
Zara |
Adams |
Head of Business Development |
44 207 399-1686 |
|
zara@fairvaluecapital.co.uk |
info@fairvaluecapital.co.uk |
35 Berkeley Square, Mayfair |
London |
|
W1J 5BF |
United Kingdom |
Europe |
https://www.linkedin.com/in/zara-adams-64263195/ |
Corporate Finance, Hotels, Hospitality, Real Estate, Financing, Fintech Blockchain DLT VC, Digital Assets, Alternative Investments, Logistics, Retail, Storage Sector, Fund of Hedge Fund, Digital Media, FinTech, Financial Technology |
2.012 |
€500M |
|
https://www.linkedin.com/company/fair-value-capital/ |
http://www.fairvaluecapital.co.uk/ |
FVC, a multi-family office real assets focussed boutique based in Mayfair, London. |
MF |
|
|
Fair Value Capital (UK) Limited |
Ángela |
Álvarez |
Vice Chairman & Advisory Board |
34 910 472 000 |
|
angela@aglaiacapital.com |
info@fairvaluecapital.co.uk |
35 Berkeley Square, Mayfair |
London |
|
W1J 5BF |
United Kingdom |
Europe |
https://www.linkedin.com/in/angelaalv/ |
Corporate Finance, Hotels, Hospitality, Real Estate, Financing, Fintech Blockchain DLT VC, Digital Assets, Alternative Investments, Logistics, Retail, Storage Sector, Fund of Hedge Fund, Digital Media, FinTech, Financial Technology |
2.012 |
€500M |
|
https://www.aglaiacapital.com/ |
http://www.fairvaluecapital.co.uk/ |
FVC, a multi-family office real assets focussed boutique based in Mayfair, London. |
MF |
|
|
Fair Value Capital (UK) Limited |
Patrick |
Brennan |
Founding Partner & CEO |
44 207 399-1686 |
|
patrick@fairvaluecapital.co.uk |
info@fairvaluecapital.co.uk |
35 Berkeley Square, Mayfair |
London |
|
W1J 5BF |
United Kingdom |
Europe |
https://www.linkedin.com/in/patrick-brennan-b7446541/ |
Corporate Finance, Hotels, Hospitality, Real Estate, Financing, Fintech Blockchain DLT VC, Digital Assets, Alternative Investments, Logistics, Retail, Storage Sector, Fund of Hedge Fund, Digital Media, FinTech, Financial Technology |
2.012 |
€500M |
|
https://www.linkedin.com/company/fair-value-capital/ |
http://www.fairvaluecapital.co.uk/ |
FVC, a multi-family office real assets focussed boutique based in Mayfair, London. |
MF |
|
| 226 |
faktum-b GmbH |
Fredrik |
Vogel |
Managing Director |
49 406 077-82130 |
|
|
info@faktum-b.de |
Schlüterstraße 60 |
Hamburg |
|
D-20146 |
Germany |
Europe |
https://www.linkedin.com/in/fredrik-vogel-0727632/ |
Food and Beverage, Alternative Investments, Illiquid Asset Classes, Direct investments in Real Estate and Private Equity, Real Estate Fund, Private Equity Fund, Hedge Funds |
2.007 |
|
|
https://www.linkedin.com/in/martina-albat-6983b129/ |
https://faktum-b.de/ |
faktum-b GmbH is a part of a single family office founded in 2007 by two generations of family members from Germany, Sweden and the UK. |
SF |
|
| 227 |
FAM AB |
Kristian |
Sildeby |
Investment Manager |
46 854 507 738 |
46 850 400 300 |
kristian.sildeby@fam.se |
fam@fam.se |
P.O. Box 16066 |
Stockholm |
|
SE-103 22 |
Sweden |
Europe |
|
|
|
SEK 43B |
|
https://www.linkedin.com/company/wallenberg-foundations-ab/ |
https://fam.se/ |
FAM is a privately owned holding company that manages assets as an active owner with a long-term ownership horizon. FAM is owned by the three largest Wallenberg foundations – the Knut and Alice Wallenberg Foundation, the Marianne and Marcus Wallenberg Foundation, and the Marcus and Amalia Wallenberg Foundation.
FAM focuses its ownership on a number of strategic holdings and a number of alternative investments. By actively contributing to the long-term development and growth of holdings, their dividend capacity and value can increase over time.
Value creation and dividends from FAM grow the value of the foundations and their ability to distribute grants for research and education. FAM aims to generate returns and real growth in FAM’s capital by leveraging the combined experience and expertise of the FAM organization and the Wallenberg family network. |
SF |
|
|
FAM AB |
Liselotte |
Ray |
Executive Assistant |
46 854 507 736 |
46 850 400 300 |
liselotte.ray@fam.se |
fam@fam.se |
P.O. Box 16066 |
Stockholm |
|
SE-103 22 |
Sweden |
Europe |
https://www.linkedin.com/in/liselotte-ray-1093941b/ |
|
|
SEK 43B |
|
https://www.linkedin.com/company/wallenberg-foundations-ab/ |
https://fam.se/ |
FAM is a privately owned holding company that manages assets as an active owner with a long-term ownership horizon. FAM is owned by the three largest Wallenberg foundations – the Knut and Alice Wallenberg Foundation, the Marianne and Marcus Wallenberg Foundation, and the Marcus and Amalia Wallenberg Foundation.
FAM focuses its ownership on a number of strategic holdings and a number of alternative investments. By actively contributing to the long-term development and growth of holdings, their dividend capacity and value can increase over time.
Value creation and dividends from FAM grow the value of the foundations and their ability to distribute grants for research and education. FAM aims to generate returns and real growth in FAM’s capital by leveraging the combined experience and expertise of the FAM organization and the Wallenberg family network. |
SF |
|
|
FAM AB |
Magnus |
Fernström |
Investment Manager |
46 854 507 740 |
46 850 400 300 |
magnus.fernstrom@fam.se |
fam@fam.se |
P.O. Box 16066 |
Stockholm |
|
SE-103 22 |
Sweden |
Europe |
https://www.linkedin.com/in/magnus-fernstr%C3%B6m-61817914/ |
|
|
SEK 43B |
|
https://www.linkedin.com/company/wallenberg-foundations-ab/ |
https://fam.se/ |
FAM is a privately owned holding company that manages assets as an active owner with a long-term ownership horizon. FAM is owned by the three largest Wallenberg foundations – the Knut and Alice Wallenberg Foundation, the Marianne and Marcus Wallenberg Foundation, and the Marcus and Amalia Wallenberg Foundation.
FAM focuses its ownership on a number of strategic holdings and a number of alternative investments. By actively contributing to the long-term development and growth of holdings, their dividend capacity and value can increase over time.
Value creation and dividends from FAM grow the value of the foundations and their ability to distribute grants for research and education. FAM aims to generate returns and real growth in FAM’s capital by leveraging the combined experience and expertise of the FAM organization and the Wallenberg family network. |
SF |
|
|
FAM AB |
Richard |
Nilsson |
Investment Manager |
46 854 507 731 |
46 850 400 300 |
richard.nilsson@fam.se |
fam@fam.se |
P.O. Box 16066 |
Stockholm |
|
SE-103 22 |
Sweden |
Europe |
https://www.linkedin.com/in/richard-nilsson-11647531/ |
|
|
SEK 43B |
|
https://www.linkedin.com/company/wallenberg-foundations-ab/ |
https://fam.se/ |
FAM is a privately owned holding company that manages assets as an active owner with a long-term ownership horizon. FAM is owned by the three largest Wallenberg foundations – the Knut and Alice Wallenberg Foundation, the Marianne and Marcus Wallenberg Foundation, and the Marcus and Amalia Wallenberg Foundation.
FAM focuses its ownership on a number of strategic holdings and a number of alternative investments. By actively contributing to the long-term development and growth of holdings, their dividend capacity and value can increase over time.
Value creation and dividends from FAM grow the value of the foundations and their ability to distribute grants for research and education. FAM aims to generate returns and real growth in FAM’s capital by leveraging the combined experience and expertise of the FAM organization and the Wallenberg family network. |
SF |
|
|
FAM AB |
Christoffer |
Hild |
Head of Finance and Administration |
46 854 501 775 |
46 850 400 300 |
christoffer.hild@fam.se |
fam@fam.se |
P.O. Box 16066 |
Stockholm |
|
SE-103 22 |
Sweden |
Europe |
https://www.linkedin.com/in/christofferhild/ |
|
|
SEK 43B |
|
https://www.linkedin.com/company/wallenberg-foundations-ab/ |
https://fam.se/ |
FAM is a privately owned holding company that manages assets as an active owner with a long-term ownership horizon. FAM is owned by the three largest Wallenberg foundations – the Knut and Alice Wallenberg Foundation, the Marianne and Marcus Wallenberg Foundation, and the Marcus and Amalia Wallenberg Foundation.
FAM focuses its ownership on a number of strategic holdings and a number of alternative investments. By actively contributing to the long-term development and growth of holdings, their dividend capacity and value can increase over time.
Value creation and dividends from FAM grow the value of the foundations and their ability to distribute grants for research and education. FAM aims to generate returns and real growth in FAM’s capital by leveraging the combined experience and expertise of the FAM organization and the Wallenberg family network. |
SF |
|
|
FAM AB |
Marcus |
Wallenberg |
Chairman |
46 854 501 780 |
46 850 400 300 |
maw@wfab.se |
fam@fam.se |
P.O. Box 16066 |
Stockholm |
|
SE-103 22 |
Sweden |
Europe |
|
|
|
SEK 43B |
wallenberg@wfab.se, mmw@wfab.se |
https://www.wallenberg.com/ |
https://fam.se/ |
FAM is a privately owned holding company that manages assets as an active owner with a long-term ownership horizon. FAM is owned by the three largest Wallenberg foundations – the Knut and Alice Wallenberg Foundation, the Marianne and Marcus Wallenberg Foundation, and the Marcus and Amalia Wallenberg Foundation.
FAM focuses its ownership on a number of strategic holdings and a number of alternative investments. By actively contributing to the long-term development and growth of holdings, their dividend capacity and value can increase over time.
Value creation and dividends from FAM grow the value of the foundations and their ability to distribute grants for research and education. FAM aims to generate returns and real growth in FAM’s capital by leveraging the combined experience and expertise of the FAM organization and the Wallenberg family network. |
SF |
|
| 228 |
Familia Asset Management Oy |
Sami |
Vartiainen |
Managing Partner & CEO |
Direct: 358 50 14 09 |
|
sami.vartiainen@familiam.fi |
moi@familiam.fi |
Urho Kekkosen katu 2 C 7.krs |
Helsinki |
|
00100 |
Finland |
Europe |
https://www.linkedin.com/in/sami-vartiainen-1367349/ |
Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology |
2.020 |
€200M |
info@familiam.fi |
https://www.linkedin.com/company/familiam/ |
https://familiam.fi/ |
Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals.
Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. |
MF |
|
|
Familia Asset Management Oy |
Omar |
Bisi |
Investment Specialist |
Direct: 358 504 799 977 |
|
omar.bisi@familiam.fi |
moi@familiam.fi |
Urho Kekkosen katu 2 C 7.krs |
Helsinki |
|
00100 |
Finland |
Europe |
https://www.linkedin.com/in/omar-bisi-60847834/ |
Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology |
2.020 |
€200M |
|
https://www.linkedin.com/company/familiam/ |
https://familiam.fi/ |
Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals.
Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. |
MF |
|
|
Familia Asset Management Oy |
Martin |
Sundman |
Partner |
Direct: 358 503 241 515 |
|
martin.sundman@familiam.fi |
moi@familiam.fi |
Urho Kekkosen katu 2 C 7.krs |
Helsinki |
|
00100 |
Finland |
Europe |
https://www.linkedin.com/in/martin-sundman-7b7334193/ |
Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology |
2.020 |
€200M |
|
https://www.linkedin.com/company/familiam/ |
https://familiam.fi/ |
Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals.
Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. |
MF |
|
|
Familia Asset Management Oy |
Mats |
Norrbäck |
Wealth Manager & Partner |
Direct: 358 405 585 838 |
|
mats.norrback@familiam.fi |
moi@familiam.fi |
Urho Kekkosen katu 2 C 7.krs |
Helsinki |
|
00100 |
Finland |
Europe |
https://www.linkedin.com/in/mats-norrbäck-b60263156/ |
Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology |
2.020 |
€200M |
|
https://www.linkedin.com/company/familiam/ |
https://familiam.fi/ |
Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals.
Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. |
MF |
|
|
Familia Asset Management Oy |
Patrik |
Salin |
Wealth Manager & Partner |
Direct: 358 405 425 909 |
|
patrik.salin@familiam.fi |
moi@familiam.fi |
Urho Kekkosen katu 2 C 7.krs |
Helsinki |
|
00100 |
Finland |
Europe |
https://www.linkedin.com/in/patrik-salin-271500222/ |
Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology |
2.020 |
€200M |
|
https://www.linkedin.com/company/familiam/ |
https://familiam.fi/ |
Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals.
Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. |
MF |
|
| 229 |
Family Asset Management, LLC |
Andrew |
Barrett |
Senior Wealth Manager |
(843) 723-2994 |
(843) 724-7049 |
abarrett@familyassetmanagement.com |
info@familyassetmanagement.com |
25 Society Street |
Charleston |
SC |
29401-2628 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-barrett-a2211877/ |
Hedge Fund Investments, Private Equity Funds |
2.004 |
$117M |
|
https://www.linkedin.com/company-beta/1811278/ |
http://www.familyassetmanagement.com/ |
Family Asset Management provides high net worth individuals and families with a globally competitive offering of financial services. As an independent advocate, our mission is to preserve and grow the assets of our clients. Our charge is to serve each client with the attentiveness and discernment of a trusted friend, a confidant, and a family member providing strategies to guide them seamlessly through all of life's transitions. Family Asset Management is an Investment Advisor registered with the Securities Division of the S.C. Attorney General's office. |
WM |
|
|
Family Asset Management, LLC |
Chris |
Osborne |
Senior Wealth Manager |
(843) 723-2994 |
(843) 724-7049 |
cosborne@familyassetmanagement.com |
info@familyassetmanagement.com |
25 Society Street |
Charleston |
SC |
29401-2628 |
United States of America |
North America |
https://www.linkedin.com/in/g-chris-osborne-jr-b78a454/ |
Hedge Fund Investments, Private Equity Funds |
2.004 |
$117M |
|
https://www.linkedin.com/company-beta/1811278/ |
http://www.familyassetmanagement.com/ |
Family Asset Management provides high net worth individuals and families with a globally competitive offering of financial services. As an independent advocate, our mission is to preserve and grow the assets of our clients. Our charge is to serve each client with the attentiveness and discernment of a trusted friend, a confidant, and a family member providing strategies to guide them seamlessly through all of life's transitions. Family Asset Management is an Investment Advisor registered with the Securities Division of the S.C. Attorney General's office. |
WM |
|
|
Family Asset Management, LLC |
Daniel |
Russler |
Senior Wealth Manager |
(843) 723-2994 |
(843) 724-7049 |
drussler@familyassetmanagement.com |
info@familyassetmanagement.com |
25 Society Street |
Charleston |
SC |
29401-2628 |
United States of America |
North America |
https://www.linkedin.com/in/danieltrusslerjr/ |
Hedge Fund Investments, Private Equity Funds |
2.004 |
$117M |
|
https://www.linkedin.com/company-beta/1811278/ |
http://www.familyassetmanagement.com/ |
Family Asset Management provides high net worth individuals and families with a globally competitive offering of financial services. As an independent advocate, our mission is to preserve and grow the assets of our clients. Our charge is to serve each client with the attentiveness and discernment of a trusted friend, a confidant, and a family member providing strategies to guide them seamlessly through all of life's transitions. Family Asset Management is an Investment Advisor registered with the Securities Division of the S.C. Attorney General's office. |
WM |
|
| 230 |
Family Management Corporation |
Seymour |
Zises |
Co-Founder & President |
Direct: (212) 872-9610 |
(212) 758-4020 |
szises@familymanage.com |
clientservice@familymanage.com |
155 E. 44th St., 21st Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/seymour-zises-96573757/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products |
1.989 |
$3B |
|
https://www.linkedin.com/company/family-management-corporation/ |
https://www.familymanage.com/ |
Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations.
Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. |
MF |
|
|
Family Management Corporation |
Andrea |
Tessler |
Managing Director |
Direct: (212) 872-9620 |
(212) 758-4020 |
atessler@familymanage.com |
clientservice@familymanage.com |
155 E. 44th St., 21st Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/andrea-tessler-88a4b27/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products |
1.989 |
$3B |
|
https://www.linkedin.com/company/family-management-corporation/ |
https://www.familymanage.com/ |
Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations.
Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. |
MF |
|
|
Family Management Corporation |
David |
Schawel |
Chief Investment Officer |
Direct: (212) 872-9615 |
(212) 758-4020 |
dschawel@familymanage.com |
clientservice@familymanage.com |
155 E. 44th St., 21st Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/david-schawel-cfa-4618452/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products |
1.989 |
$3B |
|
https://www.linkedin.com/company/family-management-corporation/ |
https://www.familymanage.com/ |
Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations.
Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. |
MF |
|
|
Family Management Corporation |
Aldo |
Tarantini |
Director of Operations |
Direct: (212) 872-9633 |
(212) 758-4020 |
atarantini@FamilyManage.com |
clientservice@familymanage.com |
155 E. 44th St., 21st Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/aldotarantini/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products |
1.989 |
$3B |
|
https://www.linkedin.com/company/family-management-corporation/ |
https://www.familymanage.com/ |
Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations.
Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. |
MF |
|
|
Family Management Corporation |
Galit |
Kursman |
Senior Investment Advisor |
Direct: (212) 872-9630 |
(212) 758-4020 |
galit@familymanage.com |
clientservice@familymanage.com |
155 E. 44th St., 21st Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/galit-kursman-1969b19b/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products |
1.989 |
$3B |
|
https://www.linkedin.com/company/family-management-corporation/ |
https://www.familymanage.com/ |
Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations.
Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. |
MF |
|
|
Family Management Corporation |
Jan |
Sucic |
Managing Director |
Direct: (212) 872-9604, Mobile: (917) 576-8681 |
(212) 758-4020 |
jsucic@familymanage.com |
clientservice@familymanage.com |
155 E. 44th St., 21st Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/jan-e-sucic-638262a7/ |
Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products |
1.989 |
$3B |
|
https://www.linkedin.com/company/family-management-corporation/ |
https://www.familymanage.com/ |
Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations.
Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. |
MF |
|
| 231 |
Family Office CFO Services, LLC |
Bob |
McGannon |
President |
(913) 488-1150 |
|
bobmcgannon@aol.com |
|
7301 Mission Road, Suite 234 |
Prairie Village |
KS |
66208 |
United States of America |
North America |
https://www.linkedin.com/in/bob-mcgannon-84889852/ |
Alternative Investments |
2.017 |
|
|
|
http://famofficecfo.com/ |
Family Office CFO Services, a boutique multi family office providing customized services to a limited number of local and national clients. |
MF |
Overland Park Office:
9393 West 110th Street
Overland Park, KS 66210 |
| 232 |
Family Office Florian & Partners AG |
Jana |
Florian |
CEO & Managing Partner |
41 223 614 401 |
41 417 815 250 |
jana.florian@florian-partners.ch |
office@florian-partners.ch |
Villa Bellalui, Rue du Poiet 15 |
Crans-Montana |
|
3963 |
Switzerland |
Europe |
https://www.linkedin.com/in/jana-h-florian-9b677710/ |
Alternative Investments |
2.006 |
|
|
|
https://www.florian-partners.ch/ |
Florian & Partners AG, a modern multifamily office respecting traditional values of trust, integrity and privacy. Florian & Partners AG is the central point of reference for all kinds of family-related needs, including estate planning, wealth management, financial advisory, family business issues, art and antique investments, and lifestyle services. |
MF |
|
| 233 |
Family Office International SA |
Antoine |
Montandon |
Managing Director |
41 227 891 550 |
|
|
info@familyoffice-intl.com |
Rue du Rhône 100, P.O. Box 6176 |
Geneva 6 |
|
1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/antoine-montandon-2ba50b2/ |
Alternative Investments, Real Estate |
2.001 |
|
client-relations@familyoffice-intl.com |
http://familyoffice-network.com/ |
https://www.familyoffice-intl.com/ |
Family Office International, a single family office but also an investment club. Our members use our services as a platform for their investments and can benefit from our network and expertise. Family Office selects the best banks, fund managers and investment strategies available on the market place. Our objective is to maximise the added value of the financial institutions for investors. Ultimately, our aim is to offer a high level of quality and control for our members. The Company has a multinational network and works exclusively with partners of high caliber. People we work with are skilled, informed and highly qualified professionals in various fields: bankers, lawyers, accountants, portfolio and investment managers, estate attorneys, tax accountants. |
SF |
|
| 234 |
Family Office Partners, sro |
Oldrich |
Myslivec |
Partner |
420 602 281 690 |
|
om@familyofficepartners.cz |
bytpartner@familyofficepartners.cz |
Hybernská 1034/5, Spork Palace |
Prague |
|
110 00 1 |
Czech Republic |
Europe |
https://www.linkedin.com/in/oldrichmyslivec/ |
Funds, Endowments, Hedge Funds, Alternative Investment Funds, Private Equity, Real Estate, Due Diligence, Software, Technology, Venture Capital |
|
|
info@ltqfond.cz |
http://www.ltqfond.cz/ |
https://www.familyofficepartners.cz/ |
As a Multi Family Office, we share the experience in financial and real estate markets, direct investments and charity projects with our UHNWI partners. We also share due diligence and private transactions.
Together we can implement bigger, more interesting projects. We raise family asset #wealthmanagement to a higher level corresponding to our foreign experience and global trends.
Family Office Partners was founded out of our own personal need:
- To appreciate and protect our own wealth.
- To preserve family assets.
- To unify everything under our own professional management.
Family Office Partners deals with:
- Strategic distribution of the long-term investment portfolio in all asset classes and regions.
- Ensuring generational continuity and planning the inheritance of the wealth by successors.
- Related services of top specialists in law, taxes, accounting and more. |
MF |
|
|
Family Office Partners, sro |
Petr |
Vaclavinek |
Partner |
|
|
pv@familyofficepartners.cz |
bytpartner@familyofficepartners.cz |
Hybernská 1034/5, Spork Palace |
Prague |
|
110 00 1 |
Czech Republic |
Europe |
https://www.linkedin.com/in/petrvaclavinek/ |
Funds, Endowments, Hedge Funds, Alternative Investment Funds, Private Equity, Real Estate, Due Diligence, Software, Technology, Venture Capital |
|
|
|
https://www.linkedin.com/company/familyofficepartners/ |
https://www.familyofficepartners.cz/ |
As a Multi Family Office, we share the experience in financial and real estate markets, direct investments and charity projects with our UHNWI partners. We also share due diligence and private transactions.
Together we can implement bigger, more interesting projects. We raise family asset #wealthmanagement to a higher level corresponding to our foreign experience and global trends.
Family Office Partners was founded out of our own personal need:
- To appreciate and protect our own wealth.
- To preserve family assets.
- To unify everything under our own professional management.
Family Office Partners deals with:
- Strategic distribution of the long-term investment portfolio in all asset classes and regions.
- Ensuring generational continuity and planning the inheritance of the wealth by successors.
- Related services of top specialists in law, taxes, accounting and more. |
MF |
|
| 235 |
Family Wealth Advisors Ltd. |
Daniel |
Peretz |
Chief Executive Officer |
972 775 159 031 |
972 775 159 032 |
dannyp@fwa.co.il |
office@fwa.co.il |
6 Hamada St., P.O. Box 12500 |
Hertzeliya-Pituach |
|
46733 |
Israel |
Asia |
https://www.linkedin.com/in/ddperetz/ |
Alternative Investments |
2.009 |
$271M |
|
https://www.linkedin.com/company/family-wealth-advisors-ltd/ |
http://www.fwa.co.il/ |
Family Wealth Advisors is an independent, privately-owned boutique family office which provides a broad set of family office services to wealthy families. |
MF |
|
|
Family Wealth Advisors Ltd. |
Gil |
Ben-Zadok |
Investment Analyst |
972 775 159 031 |
972 775 159 032 |
gil@fwa.co.il |
office@fwa.co.il |
6 Hamada St., P.O. Box 12500 |
Hertzeliya-Pituach |
|
46733 |
Israel |
Asia |
https://www.linkedin.com/in/gil-ben-zadok-8966a870/ |
Alternative Investments |
2.009 |
$271M |
|
https://www.linkedin.com/company/family-wealth-advisors-ltd/ |
http://www.fwa.co.il/ |
Family Wealth Advisors is an independent, privately-owned boutique family office which provides a broad set of family office services to wealthy families. |
MF |
|
|
Family Wealth Advisors Ltd. |
Doron |
Yanir |
Back office Manager |
972 775 159 031 |
972 775 159 032 |
doron@fwa.co.il |
office@fwa.co.il |
6 Hamada St., P.O. Box 12500 |
Hertzeliya-Pituach |
|
46733 |
Israel |
Asia |
https://www.linkedin.com/in/doron-yanir-99b38826/ |
Alternative Investments |
2.009 |
$271M |
|
https://www.linkedin.com/company/family-wealth-advisors-ltd/ |
http://www.fwa.co.il/ |
Family Wealth Advisors is an independent, privately-owned boutique family office which provides a broad set of family office services to wealthy families. |
MF |
|
| 236 |
Farlap Capital Ltd |
Karan |
Chadha |
Founder & Managing Partner |
44 203 773-9671 |
44 203 773-9671 |
karan@farlapcapital.com |
|
21-22 Grosvenor Street |
London |
|
W1K 4QJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/karan-singh-chadha-38022/ |
Private Equity, Real Estate, Alternative Investments |
2.015 |
£328.5K |
|
|
http://www.farlapcapital.com/ |
Farlap Capital serves as a principal investment arm for select family offices, private banks and hedge funds who benefit from Farlap Capital's proprietary deal flow and structuring capability. Our mandates involve sourcing, structuring and executing transactions across various geographies and asset classes, including: direct lending, mezzanine and distressed credit, special situations, private equity and structured finance. Farlap Capital’s shareholders include leading family offices, private banks and hedge funds. |
MF |
|
| 237 |
Fayerweather Capital Partners, LLC |
Alex |
Daniels |
Principal, Venture Capital & Growth Equity Investments Group |
|
|
|
info@fayerweathercapital.com |
595 Madison Avenue, 31st Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/alexdaniels/ |
Private Companies, Alternative Investments, Hedge Funds, Private Equity Funds, Public Securities |
|
|
|
|
http://www.fayerweathercapital.com/ |
Fayerweather Capital Partners is a multi-family office that invests in public securities, private companies, and alternative investments on behalf of a select group of clients. We are investors in public securities, private companies, hedge funds, and private equity funds seeking long-term returns. We invest across asset classes, industries, and markets on an active and passively managed basis. The principals have extensive management and investment experience over many years at major corporations and investment firms. |
MF |
|
| 238 |
Fedesa Family Office |
Giuseppe |
Guerriero |
Portfolio Manager |
377 92 055 858 |
377 92 055 840 |
gguerriero@fedesa.mc |
|
7 Rue du Gabian |
Gildo Pastor Center |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/giuseppe-guerriero-cfa-70726b9/ |
Stocks, Loans, Private Equity, Venture Capital, Hedge Funds |
|
$34B |
|
|
|
The single family office firm for the Ferreros family, Fedesa Family Office, which invests in stocks, loans, private equity, venture capital and hedge funds, according to employee LinkedIn profiles. Fedesa also has an office in Singapore. |
SF |
|
|
Fedesa Family Office |
Giorgio |
Busetti |
Managing Director |
377 92 055 858 |
377 92 055 840 |
gbusetti@fedesa.mc |
|
7 Rue du Gabian |
Gildo Pastor Center |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/giorgio-busetti-2bb5753/ |
Stocks, Loans, Private Equity, Venture Capital, Hedge Funds |
|
$34B |
trades@fedesa.mc |
|
|
The single family office firm for the Ferreros family, Fedesa Family Office, which invests in stocks, loans, private equity, venture capital and hedge funds, according to employee LinkedIn profiles. Fedesa also has an office in Singapore. |
SF |
|
|
Fedesa Family Office |
Barbara |
Bignetti |
Assistant Director |
377 92 055 858 |
377 92 055 840 |
bbignetti@fedesa.mc |
|
7 Rue du Gabian |
Gildo Pastor Center |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/barbara-bignetti-06a1b974/ |
Stocks, Loans, Private Equity, Venture Capital, Hedge Funds |
|
$34B |
|
|
|
The single family office firm for the Ferreros family, Fedesa Family Office, which invests in stocks, loans, private equity, venture capital and hedge funds, according to employee LinkedIn profiles. Fedesa also has an office in Singapore. |
SF |
|
| 239 |
Feri Family Trust GmbH |
Andreas |
Rothenaichner |
Head of Family Office |
49 61 72 916 3169 |
49 61 72 916 1186 |
andreas.rothenaichner@feri.de |
info@feri.de |
Haus am Park, Rathausplatz 8-10 |
Bad Homburg |
|
61348 |
Germany |
Europe |
https://www.linkedin.com/in/andreas-rothenaichner-cfa-90716b112/ |
Real Estate, M&A, Private Equity, Hedge Funds |
2.006 |
€51.4B |
|
https://www.linkedin.com/in/friederike-schweighöfer-37a02b192/ |
https://www.feri.de/ |
Feri Family Trust offers multi family office services to 300 family wealth funds and 200 institutional clients, company based in Hesse, Germany. |
MF |
|
| 240 |
Ferretto Capital |
Champ |
Suthipongchai |
Chief Investment Officer |
|
|
champ@creativeventures.vc |
info@ferrettocap.com |
44/F, Champion Tower, 3 Garden Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/champsuthipongchai/ |
Private Equity, Fund, Alternative Investments |
|
|
invest@creativeventures.vc |
https://events.bizzabo.com/217632/agenda/speakers/553462 |
https://www.ferrettocap.com/ |
Ferretto Capital, a single family office based in Hong Kong and Bangkok, where he oversees private market investment for the Thai family. |
SF |
|
|
Ferretto Capital |
Miranda |
Tei |
Investment Director |
|
|
miranda@creativeventures.vc |
info@ferrettocap.com |
44/F, Champion Tower, 3 Garden Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/miranda-tei-5aa67b93/ |
Private Equity, Fund, Alternative Investments |
|
|
|
https://creativeventures.vc/ |
https://www.ferrettocap.com/ |
Ferretto Capital, a single family office based in Hong Kong and Bangkok, where he oversees private market investment for the Thai family. |
SF |
|
|
Ferretto Capital |
James |
Wang |
Chief Portfolio Strategist |
|
|
james@creativeventures.vc |
info@ferrettocap.com |
44/F, Champion Tower, 3 Garden Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/jwang10/ |
Private Equity, Fund, Alternative Investments |
|
|
james@lioness.io |
https://creativeventures.vc/ |
https://www.ferrettocap.com/ |
Ferretto Capital, a single family office based in Hong Kong and Bangkok, where he oversees private market investment for the Thai family. |
SF |
|
| 241 |
Ferro Capital (Vatera Holdings LLC) |
Anna |
Lee Kim |
General Counsel and Chief Compliance Officer |
(212) 308-7500 |
(212) 308-3299 |
akim@ferrocapital.com |
info@ferrocapital.com |
499 Park Avenue, 23rd Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
Equities, Fixed-Income, Commodities and Real Estate, and Alternative Investment Strategies, Direct Healthcare Venture Capital and Private Equity Investments |
2.007 |
$1.15B |
|
http://www.ferrocapital.com/ |
http://vaterahealthcare.com/ |
Vatera Holdings, a New York City-based family office advisor, has the flexibility to invest opportunistically in traditional sectors, such as equities, fixed-income, commodities and real estate, and alternative investment strategies. The firm also has a dedicated team, Vatera Healthcare Partners, which focuses on direct healthcare venture capital and private equity investments with the goal of developing best-in-class therapies to treat unmet medical needs and improve patients’ lives. |
MF |
|
|
Ferro Capital (Vatera Holdings LLC) |
Christopher |
Burden |
Chief Operating Officer |
(212) 308-7500 |
(212) 308-3299 |
cburden@ferrocapital.com |
info@ferrocapital.com |
499 Park Avenue, 23rd Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
Equities, Fixed-Income, Commodities and Real Estate, and Alternative Investment Strategies, Direct Healthcare Venture Capital and Private Equity Investments |
2.007 |
$1.15B |
|
http://www.ferrocapital.com/ |
http://vaterahealthcare.com/ |
Vatera Holdings, a New York City-based family office advisor, has the flexibility to invest opportunistically in traditional sectors, such as equities, fixed-income, commodities and real estate, and alternative investment strategies. The firm also has a dedicated team, Vatera Healthcare Partners, which focuses on direct healthcare venture capital and private equity investments with the goal of developing best-in-class therapies to treat unmet medical needs and improve patients’ lives. |
MF |
|
|
Ferro Capital (Vatera Holdings LLC) |
Kevin Thomas |
Ferro |
Chief Executive Officer and Chief Investment Officer |
(212) 308-7500 |
(212) 308-3299 |
kferro@ferrocapital.com |
info@ferrocapital.com |
499 Park Avenue, 23rd Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-ferro/ |
Equities, Fixed-Income, Commodities and Real Estate, and Alternative Investment Strategies, Direct Healthcare Venture Capital and Private Equity Investments |
2.007 |
$1.15B |
|
http://www.ferrocapital.com/ |
http://vaterahealthcare.com/ |
Vatera Holdings, a New York City-based family office advisor, has the flexibility to invest opportunistically in traditional sectors, such as equities, fixed-income, commodities and real estate, and alternative investment strategies. The firm also has a dedicated team, Vatera Healthcare Partners, which focuses on direct healthcare venture capital and private equity investments with the goal of developing best-in-class therapies to treat unmet medical needs and improve patients’ lives. |
MF |
|
|
Ferro Capital (Vatera Holdings LLC) |
William Michael |
Allen |
Chief Financial Officer |
(212) 308-7500 |
(212) 308-3299 |
mallen@ferrocapital.com |
info@ferrocapital.com |
499 Park Avenue, 23rd Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
Equities, Fixed-Income, Commodities and Real Estate, and Alternative Investment Strategies, Direct Healthcare Venture Capital and Private Equity Investments |
2.007 |
$1.15B |
|
http://www.ferrocapital.com/ |
http://vaterahealthcare.com/ |
Vatera Holdings, a New York City-based family office advisor, has the flexibility to invest opportunistically in traditional sectors, such as equities, fixed-income, commodities and real estate, and alternative investment strategies. The firm also has a dedicated team, Vatera Healthcare Partners, which focuses on direct healthcare venture capital and private equity investments with the goal of developing best-in-class therapies to treat unmet medical needs and improve patients’ lives. |
MF |
|
| 242 |
Ferro Holdings LLC |
Paul |
Psak |
|
(212) 308-7500 |
|
ppsak@ferrocapital.com |
info@ferroholdings.com |
2601 Collins Ave. |
Miami Beach |
FL |
33140 |
United States of America |
North America |
|
Alternative Investments, Healthcare, Consumer Products |
2.019 |
|
|
https://www.linkedin.com/company/ferro-holdings/ |
https://ferroholdings.com/ |
Ferro Holdings, a family-owned holding company formed in 2019 and based in Florida. |
SF |
|
|
Ferro Holdings LLC |
Kevin |
Ferro |
Founder & Chief Executive Officer |
(212) 308-7500 |
|
kferro@ferrocapital.com |
info@ferroholdings.com |
2601 Collins Ave. |
Miami Beach |
FL |
33140 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-ferro/ |
Alternative Investments, Healthcare, Consumer Products |
2.019 |
|
|
https://www.linkedin.com/company/ferro-holdings/ |
https://ferroholdings.com/ |
Ferro Holdings, a family-owned holding company formed in 2019 and based in Florida. |
SF |
|
| 243 |
FFC Capital Corporation |
Fred |
Branovan |
President and Chief Operating Officer |
(412) 444-3500 |
(412) 697-0871 |
fbranovan@ffccapital.net |
|
One PPG Place, Suite 1670 |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/fred-branovan-99420720/ |
ETFs, Long-only Mutual Funds, Separate Accounts, Direct Stock, Bond Position, Private Equity, Hedge Funds, Cash and Fixed Income, Long-only Equities, Alternative Investments |
1.998 |
|
|
|
https://ffccapital.net/ |
FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. |
MF |
|
|
FFC Capital Corporation |
Josh |
Gilch |
Director of Finance and Investments |
(412) 444-3500 |
(412) 697-0871 |
jgilch@ffccapital.net |
|
One PPG Place, Suite 1670 |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/joshua-gilch-6b213710a/ |
ETFs, Long-only Mutual Funds, Separate Accounts, Direct Stock, Bond Position, Private Equity, Hedge Funds, Cash and Fixed Income, Long-only Equities, Alternative Investments |
1.998 |
|
|
|
https://ffccapital.net/ |
FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. |
MF |
|
|
FFC Capital Corporation |
Tom |
LaVelle |
Vice President
and Chief Financial Officer |
(412) 444-3500 |
(412) 697-0871 |
tlavelle@ffccapital.net |
|
One PPG Place, Suite 1670 |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/tom-lavelle-5b308513/ |
ETFs, Long-only Mutual Funds, Separate Accounts, Direct Stock, Bond Position, Private Equity, Hedge Funds, Cash and Fixed Income, Long-only Equities, Alternative Investments |
1.998 |
|
|
|
https://ffccapital.net/ |
FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. |
MF |
|
|
FFC Capital Corporation |
John |
Alexander |
Regional Controller |
(412) 444-3500 |
(412) 697-0871 |
jalexander@ffccapital.net |
|
One PPG Place, Suite 1670 |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/john-alexander-502644a/ |
Marketable Securities, Bonds, Stocks, Private Equities, Derivatives, Hedge Funds, Venture Capital Funds, Real Estate |
1.998 |
|
|
|
https://www.ffccapital.net/ |
FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. |
SF |
|
|
FFC Capital Corporation |
Fred |
Branovan |
President & Chief Operating Officer |
(412) 444-3500 |
(412) 697-0871 |
fbranovan@ffccapital.net |
|
One PPG Place, Suite 1670 |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/fred-branovan-9a996210/ |
Marketable Securities, Bonds, Stocks, Private Equities, Derivatives, Hedge Funds, Venture Capital Funds, Real Estate |
1.998 |
|
fredb@ffccapital.net |
https://www.linkedin.com/in/fred-branovan-99420720/ |
https://www.ffccapital.net/ |
FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. |
SF |
|
|
FFC Capital Corporation |
Tom |
LaVelle |
Executive Vice President & Chief Financial Officer |
(412) 444-3500 |
(412) 697-0871 |
tlavelle@ffccapital.net |
|
One PPG Place, Suite 1670 |
Pittsburgh |
PA |
15222 |
United States of America |
North America |
https://www.linkedin.com/in/tom-lavelle-5b308513/ |
Marketable Securities, Bonds, Stocks, Private Equities, Derivatives, Hedge Funds, Venture Capital Funds, Real Estate |
1.998 |
|
|
|
https://www.ffccapital.net/ |
FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. |
SF |
|
| 244 |
FFO LLC |
Rick |
Flynn |
Managing Partner |
(212) 202-3230 |
|
rflynn@flynnfamilyoffice.com |
ffo@flynnfamilyoffice.com |
545 5th Avenue, Suite 1103 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/rick-flynn-jd-a059a543/ |
Private Equity, Hedge Funds, Alternative Inestments |
2.014 |
$500M |
ffo@ffollc.com |
https://www.linkedin.com/company/flynn-family-office-ffo-/ |
https://www.ffollc.com/ |
Headquartered in New York, FFO is the premier family office and business management company serving ultra-wealthy individuals, families and their advisors. FFO solutions bridge financial and lifestyle objectives, allowing our clients to more fully enjoy the benefits of exceptional wealth. FFO combines unmatched technical expertise with the highest standards for privacy and discretion, working with dynamic and sophisticated clients including billionaires, entrepreneurs, investment managers, athletes, artists and entertainers. |
MF |
Los Angeles Office:
11601 Wilshire Boulevard, Suite 1840
Los Angeles, CA 90025
Detroit Office:
21 E. Long Lake Rd, Suite 110
Bloomfield Hills, MI 48304 |
|
FFO LLC |
Michael |
Olshanetsky |
Senior Accountant & Assistant Controller |
(212) 202-3230 |
|
molshanetsky@ffollc.com |
ffo@flynnfamilyoffice.com |
545 5th Avenue, Suite 1103 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/michael-olshanetsky-m-s-6520115/ |
Private Equity, Hedge Funds, Alternative Inestments |
2.014 |
$500M |
ffo@ffollc.com |
https://www.linkedin.com/company/flynn-family-office-ffo-/ |
https://www.ffollc.com/ |
Headquartered in New York, FFO is the premier family office and business management company serving ultra-wealthy individuals, families and their advisors. FFO solutions bridge financial and lifestyle objectives, allowing our clients to more fully enjoy the benefits of exceptional wealth. FFO combines unmatched technical expertise with the highest standards for privacy and discretion, working with dynamic and sophisticated clients including billionaires, entrepreneurs, investment managers, athletes, artists and entertainers. |
MF |
Los Angeles Office:
11601 Wilshire Boulevard, Suite 1840
Los Angeles, CA 90025
Detroit Office:
21 E. Long Lake Rd, Suite 110
Bloomfield Hills, MI 48304 |
|
FFO LLC |
Adina |
Herskowitz |
Account Manager |
(212) 202-3230 |
|
aherskowitz@ffollc.com |
ffo@flynnfamilyoffice.com |
545 5th Avenue, Suite 1103 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/adina-herskowitz-a6467416a/ |
Private Equity, Hedge Funds, Alternative Inestments |
2.014 |
$500M |
ffo@ffollc.com |
https://www.linkedin.com/company/flynn-family-office-ffo-/ |
https://www.ffollc.com/ |
Headquartered in New York, FFO is the premier family office and business management company serving ultra-wealthy individuals, families and their advisors. FFO solutions bridge financial and lifestyle objectives, allowing our clients to more fully enjoy the benefits of exceptional wealth. FFO combines unmatched technical expertise with the highest standards for privacy and discretion, working with dynamic and sophisticated clients including billionaires, entrepreneurs, investment managers, athletes, artists and entertainers. |
MF |
Los Angeles Office:
11601 Wilshire Boulevard, Suite 1840
Los Angeles, CA 90025
Detroit Office:
21 E. Long Lake Rd, Suite 110
Bloomfield Hills, MI 48304 |
|
FFO LLC |
Amy |
Schwartz |
Manager |
(212) 202-3230 |
|
aschwartz@ffollc.com |
ffo@flynnfamilyoffice.com |
545 5th Avenue, Suite 1103 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/amy-schwartz-0b187627/ |
Private Equity, Hedge Funds, Alternative Inestments |
2.014 |
$500M |
ffo@ffollc.com |
https://www.linkedin.com/company/flynn-family-office-ffo-/ |
https://www.ffollc.com/ |
Headquartered in New York, FFO is the premier family office and business management company serving ultra-wealthy individuals, families and their advisors. FFO solutions bridge financial and lifestyle objectives, allowing our clients to more fully enjoy the benefits of exceptional wealth. FFO combines unmatched technical expertise with the highest standards for privacy and discretion, working with dynamic and sophisticated clients including billionaires, entrepreneurs, investment managers, athletes, artists and entertainers. |
MF |
Los Angeles Office:
11601 Wilshire Boulevard, Suite 1840
Los Angeles, CA 90025
Detroit Office:
21 E. Long Lake Rd, Suite 110
Bloomfield Hills, MI 48304 |
|
FFO LLC |
Evan |
Jehle |
Partner |
(212) 202-3230 |
|
ejehle@flynnfamilyoffice.com |
ffo@flynnfamilyoffice.com |
545 5th Avenue, Suite 1103 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/evan-jehle-20a9875/ |
Private Equity, Hedge Funds, Alternative Inestments |
2.014 |
$500M |
ffo@ffollc.com |
https://www.linkedin.com/company/flynn-family-office-ffo-/ |
https://www.ffollc.com/ |
Headquartered in New York, FFO is the premier family office and business management company serving ultra-wealthy individuals, families and their advisors. FFO solutions bridge financial and lifestyle objectives, allowing our clients to more fully enjoy the benefits of exceptional wealth. FFO combines unmatched technical expertise with the highest standards for privacy and discretion, working with dynamic and sophisticated clients including billionaires, entrepreneurs, investment managers, athletes, artists and entertainers. |
MF |
Los Angeles Office:
11601 Wilshire Boulevard, Suite 1840
Los Angeles, CA 90025
Detroit Office:
21 E. Long Lake Rd, Suite 110
Bloomfield Hills, MI 48304 |
| 245 |
FFT Wealth Management, LLC |
Andrew |
Mehalko |
Partner & Co-CIO |
(212) 488-1390 |
(610) 545-6101 |
apm@forbesfamilytrust.com |
info@forbesfamilytrust.com |
10 East 53rd Street, 32nd Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/amehalko/ |
Investment Solutions, Alternative Investments, Family Office Services, Consolidated Reporting |
2.009 |
$29B |
|
https://www.linkedin.com/company/forbes-family-trust/ |
https://www.forbesfamilytrust.com/ |
Forbes Family Trust is a multi-family office/investment advisory firm formed in partnership with the Forbes family and other family groups. |
MF |
|
|
FFT Wealth Management, LLC |
Keith |
Bloomfield |
President |
(212) 488-1390 |
(610) 545-6101 |
kbloomfield@forbesfamilytrust.com |
info@forbesfamilytrust.com |
10 East 53rd Street, 32nd Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/keith-bloomfield-fft/ |
Investment Solutions, Alternative Investments, Family Office Services, Consolidated Reporting |
2.009 |
$29B |
|
https://www.linkedin.com/company/forbes-family-trust/ |
https://www.forbesfamilytrust.com/ |
Forbes Family Trust is a multi-family office/investment advisory firm formed in partnership with the Forbes family and other family groups. |
MF |
|
|
FFT Wealth Management, LLC |
Scott |
Gregorchuk |
Chief Executive Officer |
(212) 488-1390 |
(610) 545-6101 |
psg@forbesfamilytrust.com |
info@forbesfamilytrust.com |
10 East 53rd Street, 32nd Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/scott-gregorchuk-8742269/ |
Investment Solutions, Alternative Investments, Family Office Services, Consolidated Reporting |
2.009 |
$29B |
|
https://www.linkedin.com/company/forbes-family-trust/ |
https://www.forbesfamilytrust.com/ |
Forbes Family Trust is a multi-family office/investment advisory firm formed in partnership with the Forbes family and other family groups. |
MF |
|
| 246 |
Fidelis Partners Ltd. |
Eran |
Goren |
Co-Founder |
Direct: 972 9 788 1070 |
972 9 951 5644 |
eran.goren@fidelispartners.co.il |
reception@fidelispartners.co.il |
Sea View Building A, 2 HaMenofim St., P.O. Box 2159 |
Herzliya Pituach |
|
4612003 |
Israel |
Asia |
https://www.linkedin.com/in/erangoren/ |
Real Estate, Alternative Investments |
2.010 |
|
|
https://www.linkedin.com/company/fidelis-family-office/ |
https://fidelispartners.co.il/ |
Fidelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, consolidated reporting, and on-going monitoring of portfolios. Our goal is to ensure that our client's wealth grows its buying power for generations to come. Our investment philosophy is therefore long-term and conservative. |
MF |
|
|
Fidelis Partners Ltd. |
Ronit |
Moher |
Office Manager |
Direct: 972 9 788 1069 |
972 9 951 5644 |
ronit.moher@fidelispartners.co.il |
reception@fidelispartners.co.il |
Sea View Building A, 2 HaMenofim St., P.O. Box 2159 |
Herzliya Pituach |
|
4612003 |
Israel |
Asia |
https://www.linkedin.com/in/ronit-moher-73422b21/ |
Real Estate, Alternative Investments |
2.010 |
|
|
https://www.linkedin.com/company/fidelis-family-office/ |
https://fidelispartners.co.il/ |
Fidelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, consolidated reporting, and on-going monitoring of portfolios. Our goal is to ensure that our client's wealth grows its buying power for generations to come. Our investment philosophy is therefore long-term and conservative. |
MF |
|
|
Fidelis Partners Ltd. |
Dror |
Nahmias |
Senior Client Advisor |
972 9 788 1070 |
972 9 951 5644 |
dror.nahmias@fidelispartners.co.il |
reception@fidelispartners.co.il |
Sea View Building A, 2 HaMenofim St., P.O. Box 2159 |
Herzliya Pituach |
|
4612003 |
Israel |
Asia |
https://www.linkedin.com/in/dror-nahmias-85131025/ |
Real Estate, Alternative Investments |
2.010 |
|
|
https://www.linkedin.com/company/fidelis-family-office/ |
https://fidelispartners.co.il/ |
Fidelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, consolidated reporting, and on-going monitoring of portfolios. Our goal is to ensure that our client's wealth grows its buying power for generations to come. Our investment philosophy is therefore long-term and conservative. |
MF |
|
|
Fidelis Partners Ltd. |
Gad |
Haker |
Co-Founder |
Direct: 972 54 539 3304 |
972 9 951 5644 |
gad.haker@fidelispartners.co.il |
reception@fidelispartners.co.il |
Sea View Building A, 2 HaMenofim St., P.O. Box 2159 |
Herzliya Pituach |
|
4612003 |
Israel |
Asia |
https://www.linkedin.com/in/gad-haker-847187/ |
Real Estate, Alternative Investments |
2.010 |
|
|
https://www.linkedin.com/company/fidelis-family-office/ |
https://fidelispartners.co.il/ |
Fidelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, consolidated reporting, and on-going monitoring of portfolios. Our goal is to ensure that our client's wealth grows its buying power for generations to come. Our investment philosophy is therefore long-term and conservative. |
MF |
|
| 247 |
Fidinam MFO S.A.M |
Massimo |
Pedrazzini |
Deputy Chairman |
Office: 377 93 106 140, Direct: 41 919 731 731 |
Office: 377 93 506 232, Direct: 41 919 211 576 |
massimo.pedrazzini@fidinam.ch |
info@fidinam-monaco.com |
Villa l‘Union, 27, boulevard des Moulins |
Monte Carlo |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/massimo-pedrazzini-44461512/ |
Real Estate, Alternative Investments |
1.995 |
|
p.belloc@fidinam-monaco.com |
http://www.mgpadvisors.ch/
https://sterlingstrategicvalue.com/ |
https://www.fidinam.com/en/multi-family-office |
Our presence in Monaco dates back to 1995. Since then we have been providing family office services and constantly perfected our know-how to achieve the highest standards of customer service. Relationships with our clients are built over the long-term, on a foundation of mutual trust and values. Listening to client’s needs, constant communication and confidentiality are core to Fidinam Multi Family Office’s business. Close relationship allows us to anticipate our clients’ needs and help them prepare future developments and challenges.
Backed by an international Group with nearly 60 years of operating experience, Fidinam MFO is able to keep pace with the latest evolutions. Our team members have diverse backgrounds and skill and combine local knowledge with international connections and experience. |
MF |
|
|
Fidinam MFO S.A.M |
Roberto |
Grassi |
Managing Director |
377 93 106 140 |
377 93 506 232 |
roberto.grassi@fidinam.ch |
info@fidinam-monaco.com |
Villa l‘Union, 27, boulevard des Moulins |
Monte Carlo |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/roberto-grassi-7184b529/ |
Real Estate, Alternative Investments |
1.995 |
|
|
https://www.linkedin.com/company/fidinam-group-holding/ |
https://www.fidinam.com/en/montecarlo |
Our presence in Monaco dates back to 1995. Since then we have been providing family office services and constantly perfected our know-how to achieve the highest standards of customer service. Relationships with our clients are built over the long-term, on a foundation of mutual trust and values. Listening to client’s needs, constant communication and confidentiality are core to Fidinam Multi Family Office’s business. Close relationship allows us to anticipate our clients’ needs and help them prepare future developments and challenges.
Backed by an international Group with nearly 60 years of operating experience, Fidinam MFO is able to keep pace with the latest evolutions. Our team members have diverse backgrounds and skill and combine local knowledge with international connections and experience. |
MF |
|
|
Fidinam MFO S.A.M |
Fabien |
Tardito |
Administrative & Financial Director |
Direct: 377 9310 6146 |
377 93 506 232 |
f.tardito@fidinam-monaco.com |
info@fidinam-monaco.com |
Villa l‘Union, 27, boulevard des Moulins |
Monte Carlo |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/fabien-tardito-78307273/ |
Real Estate, Alternative Investments |
1.995 |
|
|
https://www.linkedin.com/company/fidinam-group-holding/ |
https://www.fidinam.com/en/montecarlo |
Our presence in Monaco dates back to 1995. Since then we have been providing family office services and constantly perfected our know-how to achieve the highest standards of customer service. Relationships with our clients are built over the long-term, on a foundation of mutual trust and values. Listening to client’s needs, constant communication and confidentiality are core to Fidinam Multi Family Office’s business. Close relationship allows us to anticipate our clients’ needs and help them prepare future developments and challenges.
Backed by an international Group with nearly 60 years of operating experience, Fidinam MFO is able to keep pace with the latest evolutions. Our team members have diverse backgrounds and skill and combine local knowledge with international connections and experience. |
MF |
|
| 248 |
Fiduciam Partners |
Paul |
Hwang |
Manager |
(310) 953-9850 |
(888) 349-6478 |
|
info@fiduciampartners.com |
4733 Torrance Blvd., Suite 329 |
Torrance |
CA |
90503 |
United States of America |
North America |
https://www.linkedin.com/in/paul-hwang-711718/ |
Fixed-Income, Real Estate, Alternative Investments |
2.016 |
|
info@thefilogroup.com |
https://www.linkedin.com/company/fiduciam-partners/ |
http://www.fiduciampartners.com/ |
Fiduciam Partners is a family office focused on fixed-income, real estate, and alternative assets. |
SF |
|
|
Fiduciam Partners |
James |
Kang |
Business Analyst |
(310) 953-9850 |
(888) 349-6478 |
|
info@fiduciampartners.com |
4733 Torrance Blvd., Suite 329 |
Torrance |
CA |
90503 |
United States of America |
North America |
https://www.linkedin.com/in/james-kang-223812132/ |
Fixed-Income, Real Estate, Alternative Investments |
2.016 |
|
|
https://www.linkedin.com/company/fiduciam-partners/ |
http://www.fiduciampartners.com/ |
Fiduciam Partners is a family office focused on fixed-income, real estate, and alternative assets. |
SF |
|
| 249 |
Fiduciary Counselling, Inc. |
Julie |
McKinley |
CEO & President |
(651) 228-0935 |
(651) 228-0776 |
mjm@fidcouns.com |
fci@fidcouns.com |
2000 Wells Fargo Place, 30 East 7th Street |
St. Paul |
MN |
55101-4930 |
United States of America |
North America |
https://www.linkedin.com/in/m-julie-mckinley-73405512/ |
Private Equity, Venture Capital, Real Estate and Hedge Funds. |
1.941 |
$5B |
|
|
https://www.fidcouns.com/ |
Fiduciary Counselling Inc, the single family office for the Weyerhaeuser family. |
SF |
|
|
Fiduciary Counselling, Inc. |
Christian |
Nielsen |
Senior Investment Analyst |
(651) 228-0935 |
(651) 228-0776 |
christian.nielsen@fidcouns.com |
fci@fidcouns.com |
2000 Wells Fargo Place, 30 East 7th Street |
St. Paul |
MN |
55101-4930 |
United States of America |
North America |
https://www.linkedin.com/in/christian-nielsen-cfa-918a1912/ |
Private Equity, Venture Capital, Real Estate and Hedge Funds. |
1.941 |
$5B |
|
|
https://www.fidcouns.com/ |
Fiduciary Counselling Inc, the single family office for the Weyerhaeuser family. |
SF |
|
|
Fiduciary Counselling, Inc. |
Andrew |
Lang |
Senior Investment Analyst |
(651) 228-0935 |
(651) 228-0776 |
ael@fidcouns.com |
fci@fidcouns.com |
2000 Wells Fargo Place, 30 East 7th Street |
St. Paul |
MN |
55101-4930 |
United States of America |
North America |
https://www.linkedin.com/in/andrewelang/ |
Private Equity, Venture Capital, Real Estate and Hedge Funds. |
1.941 |
$5B |
andy.lang@fidcouns.com |
|
https://www.fidcouns.com/ |
Fiduciary Counselling Inc, the single family office for the Weyerhaeuser family. |
SF |
|
| 250 |
FigTree Financial Group |
Samantha |
Greenidge |
Director-Legal, Regulatory & Compliance |
(246) 537-7800 |
|
samantha.greenidge@figtreegroup.com |
|
Top Floor, FigTree Place, Wildey Road |
St. Michael |
|
|
Barbados |
North America |
https://www.linkedin.com/in/samanthagreenidge/ |
Banking, Hedge Funds, Strategic Planning, Private Equity, Alternative Investments, Real Estate |
2.006 |
|
|
https://www.linkedin.com/company/fig-tree-financial-group/ |
https://figtreegroup.com/ |
FigTree Financial, a Barbados and Trinidad based multi-family office firm. At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients’ wealth – now and for generations to come. |
MF |
|
|
FigTree Financial Group |
Christopher |
Gregory |
Co-Founder & Partner |
Direct: (246) 537-7802 |
|
christopher.gregory@figtreegroup.net |
|
Top Floor, FigTree Place, Wildey Road |
St. Michael |
|
|
Barbados |
North America |
https://www.linkedin.com/in/christopher-gregory-caia-876b3818/ |
Banking, Hedge Funds, Strategic Planning, Private Equity, Alternative Investments, Real Estate |
2.006 |
|
christopher.gregory@figtreegroup.com |
https://www.linkedin.com/company/fig-tree-financial-group/ |
https://figtreegroup.com/ |
FigTree Financial, a Barbados and Trinidad based multi-family office firm. At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients’ wealth – now and for generations to come. |
MF |
|
|
FigTree Financial Group |
Daniel |
Farmer |
Founder & CEO |
Direct: (246) 537-7888 |
|
daniel.farmer@figtreegroup.net |
|
Top Floor, FigTree Place, Wildey Road |
St. Michael |
|
|
Barbados |
North America |
https://www.linkedin.com/in/farmerdaniel/ |
Banking, Hedge Funds, Strategic Planning, Private Equity, Alternative Investments, Real Estate |
2.006 |
|
daniel.farmer@figtreegroup.com |
https://www.linkedin.com/company/fig-tree-financial-group/ |
https://figtreegroup.com/ |
FigTree Financial, a Barbados and Trinidad based multi-family office firm. At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients’ wealth – now and for generations to come. |
MF |
|
|
FigTree Financial Group |
Charles |
King |
Chief Investment Officer |
(246) 537-7800 |
|
charles.king@figtreegroup.net |
|
Top Floor, FigTree Place, Wildey Road |
St. Michael |
|
|
Barbados |
North America |
https://www.linkedin.com/in/clmking/ |
Banking, Hedge Funds, Strategic Planning, Private Equity, Alternative Investments, Real Estate |
2.006 |
|
charles.king@figtreegroup.com |
https://www.linkedin.com/company/fig-tree-financial-group/ |
https://figtreegroup.com/ |
FigTree Financial, a Barbados and Trinidad based multi-family office firm. At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients’ wealth – now and for generations to come. |
MF |
|
| 251 |
Finger Interests, Ltd. |
Jonathan |
Finger |
Owner |
(713) 621-7525 |
(713) 621-7552 |
jonfinger@fingerinterests.com |
|
2001 Kirby Drive, Suite 1300 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-finger-6736611/ |
Marketable Securities, Real Estate, Alternative Investments |
1.997 |
|
|
|
https://fingerinterests.com/ |
Finger Interests is a single family office located in Houston, Texas. The firm specializes in those opportunities to which it may add both capital and expertise. The firm invests in marketable securities, real estate and alternative investments. In addition, the firm is involved in real estate development, business acquisition and merger consultation, business consultation, business management consultation, and business organizational consulting services. The firm was founded in 1996 by Jerry E. Finger after a successful career in banking and real estate development. After Jerry's passing in 2016, Jonathan Finger became the managing partner of Finger Interests and is responsible for investment decisions and day-to-day management of the office. His background includes experience in commercial banking, real estate finance and development, investment banking, fiduciary and investment management, and principal investing. |
SF |
|
| 252 |
First Assetz Family Office LLP |
Amruth |
Rao |
Principal Advisor |
91 98 20 188 795 |
91 80 26 764 464 |
amruth.rao@firstassetz.com |
info@firstassetz.com |
690, 12th Cross Rd, 7th Block, Jayanagar, Karnataka |
Bengaluru |
|
560070 |
India |
Asia |
https://www.linkedin.com/in/amruth-rao-28b3b623/ |
Alternative Investments, Real Estate |
2.016 |
|
|
|
https://firstassetz.com/ |
First Assetz is a Bengaluru based multi family office provider and advisory firm that works with Ultra HNIs, Family Owned Business & Entrepreneurs. Our principles are maintaining long term relationship and utmost trust with our clients to service them over generations. Our strength is in networking with professionals from different area of expertise and weave them together to offer the best of service to our clients. |
MF |
|
|
First Assetz Family Office LLP |
Narayan |
Kini |
Principal Advisor |
91 80 26 762 079 |
91 80 26 764 464 |
narayan.kini@firstassetz.com |
info@firstassetz.com |
690, 12th Cross Rd, 7th Block, Jayanagar, Karnataka |
Bengaluru |
|
560070 |
India |
Asia |
https://www.linkedin.com/in/narayan-kini-2584631b/ |
Alternative Investments, Real Estate |
2.016 |
|
|
|
https://firstassetz.com/ |
First Assetz is a Bengaluru based multi family office provider and advisory firm that works with Ultra HNIs, Family Owned Business & Entrepreneurs. Our principles are maintaining long term relationship and utmost trust with our clients to service them over generations. Our strength is in networking with professionals from different area of expertise and weave them together to offer the best of service to our clients. |
MF |
|
| 253 |
Fontis Family Office Gmbh |
Harald |
Braun |
Family Officer |
49 711 655-7000 |
49 711 655 700-65 |
braun@fontis.de |
info@fontis.de |
Löffelstr. 4 |
Stuttgart |
|
70597 |
Germany |
Europe |
https://www.linkedin.com/in/harald-braun-4a725ab0/ |
Equities, Real Estate, Bonds, Private Equity, Commodities, Currencies, Hedge Funds |
|
|
|
|
https://www.fontis.de/ |
The Fontis Family Office GmbH is an independent bank consulting firm for high net worth individuals, family corporations and foundations on issues of overall investment and restructuring. The company was founded to product-independent consultancy for this client group to provide one. |
MF |
|
|
Fontis Family Office Gmbh |
Wolf |
Adler |
Managing Director |
49 711 655-7000 |
49 711 655 700-65 |
adler@fontis.de |
info@fontis.de |
Löffelstr. 4 |
Stuttgart |
|
70597 |
Germany |
Europe |
https://www.linkedin.com/in/wolf-adler-0a486a/ |
Equities, Real Estate, Bonds, Private Equity, Commodities, Currencies, Hedge Funds |
|
|
|
|
https://www.fontis.de/ |
The Fontis Family Office GmbH is an independent bank consulting firm for high net worth individuals, family corporations and foundations on issues of overall investment and restructuring. The company was founded to product-independent consultancy for this client group to provide one. |
MF |
|
| 254 |
Fort Greene Capital Ltd. |
Michael |
Rudd |
Partner |
|
|
michael@fgcapital.ca |
|
|
Toronto |
ON |
|
Canada |
North America |
https://www.linkedin.com/in/michaelruddny/ |
Alternative Investments |
2.019 |
|
|
https://www.linkedin.com/company/fort-greene-capital-ltd/ |
https://www.fgcapital.ca/ |
Fort Greene Capital, a Toronto, Canada-based single family office firm. |
SF |
|
| 255 |
Fountainhead Partners Company Ltd |
Harry |
Pang |
Partner |
852 2232 7888 |
|
fhp@fhpartners.com |
info@fhpartners.com |
Suite 2006-07, ICBC Tower, 3 Garden Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/harry-pang-3a59054/ |
Hedge Funds, Real Estate, Fund-of-Funds, FoF, Alternative Investments, Private Equity |
2.015 |
$600M |
|
https://www.foahk.org/board-of-directors |
http://www.fhpartners.com/ |
Fountainhead Partners is a Hong Kong-based multi-family office, founded by a group of industry veterans and a few families and institutional investor. |
MF |
|
|
Fountainhead Partners Company Ltd |
Harvey |
Liu |
Director & Investment Manager |
852 2232 7888 |
|
harvey.liu@fhpartners.com |
info@fhpartners.com |
Suite 2006-07, ICBC Tower, 3 Garden Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/harvey-liu-cfa-3b8a286/ |
Hedge Funds, Real Estate, Fund-of-Funds, FoF, Alternative Investments, Private Equity |
2.015 |
$600M |
|
|
http://www.fhpartners.com/ |
Fountainhead Partners is a Hong Kong-based multi-family office, founded by a group of industry veterans and a few families and institutional investor. |
MF |
|
|
Fountainhead Partners Company Ltd |
Ernest |
Tsang |
Founding Partner |
852 2232 7888 |
|
ernest.tsang@fhpartners.com |
info@fhpartners.com |
Suite 2006-07, ICBC Tower, 3 Garden Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/ernest-tsang-a38648a7/ |
Hedge Funds, Real Estate, Fund-of-Funds, FoF, Alternative Investments, Private Equity |
2.015 |
$600M |
|
http://web.hkvca.com.hk/en/enewsletter.aspx?id=283 |
http://www.fhpartners.com/ |
Fountainhead Partners is a Hong Kong-based multi-family office, founded by a group of industry veterans and a few families and institutional investor. |
MF |
|
| 256 |
Four Thirteen, LLC |
Jay |
Rogers |
Chief Executive Officer |
(949) 396-6910, Mobile: (310) 993-9952 |
(949) 396-6901 |
jay@fourthirteenllc.com |
|
18881 Von Karman Avenue, 16th Floor |
Irvine |
CA |
92612 |
United States of America |
North America |
https://www.linkedin.com/in/alphajay/ |
Investments in Private Operating Companies, Real Estate, Hedge Funds, and Private Equity and Contemporary Art. |
2.010 |
|
|
http://asinvestmentgroup.com/team/ |
|
Four Thirteen operates as a Single Family Office firm. |
SF |
|
| 257 |
FP Wealth Solutions SA |
Yury |
Emelin |
Partner |
41 227 359 377 |
41 227 359 378 |
ye@fpwsolutions.com |
team@fpwsolutions.com |
Av. Pictet-de-Rochemont 7 |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/yuryemelin/ |
Hedge Funds, Private Equity, Infrastructure and Real Estate Funds. |
2.012 |
|
|
|
http://www.fpwsolutions.com/ |
FP Wealth Solutions SA is an independent wealth management company and Multi Family Office with headquarters in Geneva, Switzerland.
Our philosophy is to go hand in hand with our clients during the entire investment process while at all times reflecting the three core values of the company, which are Entrepreneurship, Independence and Excellence.
Being neither a bank, nor a broker or a fund management company, we avoid conflict of interest and every time select the best solution in the market or design it tailor-made. Our aim is to be an objective and independent expert, assisting our clients in issues related to the protection and growth of their wealth, from generation to generation. |
MF |
|
| 258 |
Franklin Street Partners |
Andrew |
James |
Principal |
(919) 489-2600 |
(919) 489-1666 |
djames@franklin-street.com |
fweb@franklin-street.com |
1450 Raleigh Road, Suite 300 |
Chapel Hill |
NC |
27517 |
United States of America |
North America |
|
Hedge Funds |
1.990 |
$2B |
|
|
https://franklin-street.com/ |
At Franklin Street Partners, we combine perspective on the financial markets with a deep understanding of the goals of our clients, whether individuals, multi-generational families, foundations or institutions. |
MF |
|
|
Franklin Street Partners |
Merlin |
Kreiser |
CPA, Mert is the Director of Trust Administration and Family Office |
(919) 489-2600 |
(919) 489-1666 |
mkreiser@franklin-street.com |
fweb@franklin-street.com |
1450 Raleigh Road, Suite 300 |
Chapel Hill |
NC |
27517 |
United States of America |
North America |
https://www.linkedin.com/in/mert-kreiser-cpa-5322b112/ |
Hedge Funds |
1.990 |
$2B |
|
|
https://franklin-street.com/ |
At Franklin Street Partners, we combine perspective on the financial markets with a deep understanding of the goals of our clients, whether individuals, multi-generational families, foundations or institutions. |
MF |
|
|
Franklin Street Partners |
Richard |
Blankenship |
Director |
(919) 489-2600 |
(919) 489-1666 |
rblankenship@franklin-street.com |
fweb@franklin-street.com |
1450 Raleigh Road, Suite 300 |
Chapel Hill |
NC |
27517 |
United States of America |
North America |
|
Hedge Funds |
1.990 |
$2B |
|
|
https://franklin-street.com/ |
At Franklin Street Partners, we combine perspective on the financial markets with a deep understanding of the goals of our clients, whether individuals, multi-generational families, foundations or institutions. |
MF |
|
| 259 |
Franklin Templeton Investments Inc. |
Gregory |
Eugene Johnson |
Chairman & CEO |
(650) 312-2000
Ext 1122505 |
|
greg.johnson@franklintempleton.com |
privatewealthdivision@franklintempleton.com |
One Franklin Parkway, Building 970, 1st Floor |
San Mateo |
CA |
94403 |
United States of America |
North America |
https://www.linkedin.com/in/greg-johnson-9342116/ |
|
|
$752.7B |
|
|
https://www.franklintempleton.com/ |
Franklin Resources, Inc. (d.b.a. Franklin Templeton Investments) provides investment advisory services to mutual fund, retirement, institutional/separate accounts and high net worth investors. The Company manages various asset classes including global equity, global institutional and municipal fixed income, money funds, alternative investments, and hedge funds. |
Fund-of-Fund |
|
|
Franklin Templeton Investments Inc. |
Kenneth |
Allan Lewis |
EVP & CFO |
(916) 463-1500, (800) 632-2301 Ext. 1151500 |
|
kenneth.lewis@franklintempleton.com |
privatewealthdivision@franklintempleton.com |
One Franklin Parkway, Building 970, 1st Floor |
San Mateo |
CA |
94403 |
United States of America |
North America |
https://www.linkedin.com/in/kenneth-a-lewis-199b6922/ |
|
|
$752.7B |
|
|
https://www.franklintempleton.com/ |
Franklin Resources, Inc. (d.b.a. Franklin Templeton Investments) provides investment advisory services to mutual fund, retirement, institutional/separate accounts and high net worth investors. The Company manages various asset classes including global equity, global institutional and municipal fixed income, money funds, alternative investments, and hedge funds. |
Fund-of-Fund |
|
| 260 |
Fulcrum Equities, LLC |
Wendy |
Craft |
Chief Of Staff |
(212) 644-4466 |
|
wlcraft@aol.com |
|
519 Eighth Avenue, 7th Floor |
New York |
NY |
10018 |
United States of America |
North America |
https://www.linkedin.com/in/wendy-craft-7281176/ |
Private Equity, Real Estate and Hedge Funds |
2.016 |
$135M |
wendy.craft@gmail.com, info@legacybd.com |
https://www.swigequities.com/fulcrum-equities/ |
|
Fulcrum Equities, LLC is a single family Office (“SFO”) that coordinates Mr. Swig’s family business and interests, and is an investor in real estate, operating companies, and may other types of investments. Working both with Mr. Swig’s capital and those of other investors, Fulcrum Equities brings an “owner’s eye and perspective” to its investment practices. In addition, Fulcrum Equities provides such services as asset management and investment monitoring for all if its investment portfolio. |
SF |
|
| 261 |
Fundamental Capital Management LLC |
Alex |
Hagstrom |
Analyst |
(626) 405-4012 |
(626) 405-4019 |
ahagstrom@fundamentallp.com |
|
140 South Lake Avenue, Suite 302 |
Pasadena |
CA |
91101 |
United States of America |
North America |
https://www.linkedin.com/in/alexander-hagstrom-b06a5154/ |
|
|
$79M |
|
|
http://www.fundamentallp.com/ |
Fundamental is a fund comprised of the best value, opportunistic, or event driven hedge funds that we have been able to assemble over the last 17 years. Although half our team is comprised of wizened veterans, they weren't veterans when we allocated to them. For example we allocated to Greenlight in 1997 when the fund had $7.0 mm under management. New allocations tend to go to emerging value managers with robust professional experience and solid analytical skill. Emerging managers frequently have less in assets under management small size and, therefore are better able to exploit the inefficient niches of the marketplace. On the margins we at Fundamental look for outsized risks or opportunities that might be exploited by allocating to a specialized manager. For example Fundamental LP allocated to a manager of levered subprime mortgage shorts (ABX contracts) in the spring of 2007. In 2008 Fundamental LP allocated to a financial services sector portfolio that was short regional bank stocks with rotten commercial loans. Both investments considerably augmented the performance of our team. |
Fund-of-Fund |
|
|
Fundamental Capital Management LLC |
Jay |
Krieger |
Chief Investment Officer |
(626) 405-4012 |
(626) 405-4019 |
jay@fundamentallp.com |
|
140 South Lake Avenue, Suite 302 |
Pasadena |
CA |
91101 |
United States of America |
North America |
https://www.linkedin.com/in/jay-krieger-54302b13/ |
|
|
$79M |
|
|
http://www.fundamentallp.com/ |
Fundamental is a fund comprised of the best value, opportunistic, or event driven hedge funds that we have been able to assemble over the last 17 years. Although half our team is comprised of wizened veterans, they weren't veterans when we allocated to them. For example we allocated to Greenlight in 1997 when the fund had $7.0 mm under management. New allocations tend to go to emerging value managers with robust professional experience and solid analytical skill. Emerging managers frequently have less in assets under management small size and, therefore are better able to exploit the inefficient niches of the marketplace. On the margins we at Fundamental look for outsized risks or opportunities that might be exploited by allocating to a specialized manager. For example Fundamental LP allocated to a manager of levered subprime mortgage shorts (ABX contracts) in the spring of 2007. In 2008 Fundamental LP allocated to a financial services sector portfolio that was short regional bank stocks with rotten commercial loans. Both investments considerably augmented the performance of our team. |
Fund-of-Fund |
|
| 262 |
Galapagos Partners L.P. |
Stephen |
Lack |
Founder, Managing Partner & CIO |
(713) 803-4326 |
(713) 513-5204 |
stephen@gplp.com |
|
55 Waugh Drive, Suite 1130 |
Houston |
TX |
77007 |
United States of America |
North America |
|
Alternative Investments |
1.988 |
$700M |
|
|
https://www.gplp.com/ |
Galapagos is an independent, 100% employee-owned multi-family office and investment advisory firm providing comprehensive financial management services to a small number of wealthy families. |
MF |
|
|
Galapagos Partners L.P. |
Wes |
Kubesch |
Partner, Director of Research & Portfolio Manager |
(713) 803-4326 |
(713) 513-5204 |
wes@gplp.com |
|
55 Waugh Drive, Suite 1130 |
Houston |
TX |
77007 |
United States of America |
North America |
|
Alternative Investments |
1.988 |
$700M |
|
|
https://www.gplp.com/ |
Galapagos is an independent, 100% employee-owned multi-family office and investment advisory firm providing comprehensive financial management services to a small number of wealthy families. |
MF |
|
| 263 |
Galileo Investment Management, LLC |
Oscar |
Alerhand |
Founding Partner & CEO |
(212) 308-2891 |
(212) 918-1649 |
oscar.alerhand@galileoinvestment.com |
|
885 Third Avenue, Suite 3020 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/oscar-alerhand-36856a5/ |
Alternative Investments with a focus on Hedge Funds |
2.005 |
$100M |
|
|
http://www.galileoinvestment.com/ |
Galileo Investment Management, a Multi-Family Office based in New York and the investment advisor of Galileo Total Return Fund. |
WM |
|
| 264 |
Gallacher Capital Management, LLC |
Jordan |
Gallacher |
Principal & Portfolio Manager |
(303) 708-1640 |
(303) 708-1636 |
jordan@gallachercapital.com |
|
10465 Park Meadows Drive, Suite 107 |
Lone Tree |
CO |
80124 |
United States of America |
North America |
https://www.linkedin.com/in/jordan-gallacher-4095619b/ |
Estate Planning, Investment Management, Wealth Management, Financial Planning, Alternative Investments |
1.991 |
|
|
https://www.linkedin.com/company/gallacher-capital-management-llc/ |
https://gallachercapital.com/ |
GALLACHER CAPTIAL MANAGEMENT offers multi-family office services for legacy families, business owners, medical professionals, corporate executives and high net worth individuals. GALLACHER continues to grow with offices in Denver, Colorado & Phoenix, Arizona. |
MF |
|
|
Gallacher Capital Management, LLC |
Kevin |
Gallacher |
Founding Principal |
(303) 708-1640 |
(303) 708-1636 |
kevin@gallachercapital.com |
|
10465 Park Meadows Drive, Suite 107 |
Lone Tree |
CO |
80124 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-gallacher-33569111/ |
Estate Planning, Investment Management, Wealth Management, Financial Planning, Alternative Investments |
1.991 |
|
|
https://www.linkedin.com/company/gallacher-capital-management-llc/ |
https://gallachercapital.com/ |
GALLACHER CAPTIAL MANAGEMENT offers multi-family office services for legacy families, business owners, medical professionals, corporate executives and high net worth individuals. GALLACHER continues to grow with offices in Denver, Colorado & Phoenix, Arizona. |
MF |
|
|
Gallacher Capital Management, LLC |
John |
Gillespie |
Principal & Director of Investment |
(303) 708-1640 |
(303) 708-1636 |
john@gallachercapital.com |
|
10465 Park Meadows Drive, Suite 107 |
Lone Tree |
CO |
80124 |
United States of America |
North America |
https://www.linkedin.com/in/john-gillespie-7820482/ |
Estate Planning, Investment Management, Wealth Management, Financial Planning, Alternative Investments |
1.991 |
|
|
https://www.linkedin.com/company/gallacher-capital-management-llc/ |
https://gallachercapital.com/ |
GALLACHER CAPTIAL MANAGEMENT offers multi-family office services for legacy families, business owners, medical professionals, corporate executives and high net worth individuals. GALLACHER continues to grow with offices in Denver, Colorado & Phoenix, Arizona. |
MF |
|
| 265 |
Gardner Family Office |
Seth |
Gardner |
Co-Chief Operating Officer |
(917) 816-6166 |
|
sethgardner@icloud.com |
|
|
Washington |
DC |
|
United States of America |
North America |
https://www.linkedin.com/in/sethgardner1/ |
Alternative Investments, Private Equity |
|
|
|
|
|
Seth Gardner serves as Chief Operating Officer (Strategy & Investments) at Single Family Office in the Greater Washington, D.C. Area. |
SF |
|
| 266 |
Gaskins Family Office |
Robert |
Gaskins |
Owner & Manager |
(415) 680-2434 |
|
robertgaskins@gaskins.org |
|
2443 Fillmore Street |
San Francisco |
CA |
94115 |
United States of America |
North America |
|
Venture Capital, Hedge Funds |
1.994 |
$335M |
|
http://www.robertgaskins.com/ |
http://www.gaskins.com/ |
Gaskins Family Office operates as a single family office for the Gaskins Family. |
SF |
44 207 681-1827 |
|
Gaskins Family Office |
Leanna |
Gaskins |
Owner & Manager |
44 20 7681 1827 |
|
leannagaskins@gaskins.org |
|
27, Old Gloucester Street |
London |
|
WC1N 3XX |
United Kingdom |
Europe |
|
Venture Capital, Hedge Funds |
1.994 |
$335M |
|
http://www.robertgaskins.com/ |
http://www.gaskins.com/ |
Gaskins Family Office operates as a single family office for the Gaskins Family. |
SF |
1 415 680 2434 |
| 267 |
Generation Three Family Partners AG |
Alia |
Al-Senussi |
Business Developmenty and Art Advisory |
44 207 096-4220 |
44 207 235-9242 |
alia@g3fp.com |
contact@g3fp.com |
11-13 Lower Grosvenor Place |
London |
|
SW1W 0EX |
United Kingdom |
Europe |
https://www.linkedin.com/in/alia-al-senussi-697ab817/ |
Private Equity, Venture Capital Real Estate and Hedge Funds |
2.009 |
|
|
|
https://www.g3fp.com/ |
Generation Three Family Partners is an international multi-family office offering investment, philanthropy, art and lifestyle services across generations. |
MF |
|
|
Generation Three Family Partners AG |
James |
Penturn |
Chair, Strategic Advisory Committee |
44 207 096-4225 |
44 207 235-9242 |
penturn@spectralegal.co.uk |
contact@g3fp.com |
11-13 Lower Grosvenor Place |
London |
|
SW1W 0EX |
United Kingdom |
Europe |
https://www.linkedin.com/in/james-penturn-80ab386/ |
Private Equity, Venture Capital Real Estate and Hedge Funds |
2.009 |
|
|
info@spectralegal.co.uk |
https://www.g3fp.com/ |
Generation Three Family Partners is an international multi-family office offering investment, philanthropy, art and lifestyle services across generations. |
MF |
|
|
Generation Three Family Partners AG |
Mike |
Betesh |
Managing Principal |
44 207 096-4220 |
44 207 235-9242 |
mike@g3fp.com |
contact@g3fp.com |
11-13 Lower Grosvenor Place |
London |
|
SW1W 0EX |
United Kingdom |
Europe |
|
Private Equity, Venture Capital Real Estate and Hedge Funds |
2.009 |
|
|
|
https://www.g3fp.com/ |
Generation Three Family Partners is an international multi-family office offering investment, philanthropy, art and lifestyle services across generations. |
MF |
|
| 268 |
Generational Pty Ltd. |
Lance |
Meikle |
Vice President |
61 7 3394 8449 |
61 2 9224 7601 |
lance@alpsnetwork.com.au |
info@mutualtrust.com.au |
155 Varsity Parade |
Varsity Lakes |
QLD |
4227 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/lancemeikle/ |
Private Equity, Real Estate, M&A, Hedge Funds |
2.000 |
|
|
http://www.alpsnetwork.com.au/staff/lance-meikle
https://www.facebook.com/lance.meikle.10 |
https://genmfo.com/ |
Generational Pty Ltd, a multi family office, guiding and recognising family businesses, we understand the unique challenges they face — and how to address them. Generational is also a powerful resource that provides access to our knowledge, insights and experience through an unparalleled global network of partners dedicated to help family offices succeed wherever they are. Our service to Family Offices is a reflection of our broad range of expertise and a symbol of our commitment toward family businesses around the world. |
MF |
New South Wales Office:
Level 2, 25 Ryde Road
Pymble, NSW, 2073
Australia |
| 269 |
Genetrix Society, Inc. |
Heather |
R. Holliday |
Managing Principal |
(631) 268-0766 |
|
hrh@museholliday.com |
|
2940 Johnson Ferry Road, Suite B338 |
Marietta |
GA |
30062 |
United States of America |
North America |
https://www.linkedin.com/in/hrhusa/ |
Private Equity, Hedge Fund, Real Estate, Alternative Investments, Sustainability, Healthy, Healthcare |
2.010 |
$200M |
|
https://www.museholliday.com/
https://museholliday.newswire.com/contact/heather-r-holliday |
https://www.facebook.com/GenetrixSociety/ |
Genetrix Society is a private Single Family Office that was founded in 2010 and structured to act as a steward of the Global Sustainability Movement, ensuring the healthy and harmonious survival of our future generations and ecosystem by supporting established organizations, foundations and corporations from all market sectors around the world to advance their outstanding sustainability work. |
SF |
|
| 270 |
Genrich Family Office |
Stan |
Sung |
Founder & Managing Director |
(562) 888-2982 |
(562) 394-0670 |
stansung@genrichinc.com |
info@genrichinc.com |
505 S Villa Real Dr., Suite 201A |
Anaheim Hills |
CA |
92807 |
United States of America |
North America |
https://www.linkedin.com/in/stansung/ |
Private Equity, Real Estate and Hedge Funds |
2.008 |
€550M |
|
https://www.linkedin.com/company/genrich-family-office/ |
http://www.genrichfamilyoffice.com/ |
GENRICH is a Multi-Family Office (MFO) that provides an infrastructure that normally would cost a family a minimum of $1-$2 million per year to maintain by itself as a Single Family Office (SFO). |
MF |
|
| 271 |
Genus Holdings, LLC |
James |
Duda |
President |
(972) 616-8777 |
|
jduda@genusholdings.com |
|
2801 Woodside Street |
Dallas |
TX |
75204 |
United States of America |
North America |
https://www.linkedin.com/in/james-duda-40a5061/ |
Public Equities, Alternative Investments, Marketable Alternatives, Private Equity, Debt Funds, Co-Investments, Venture Capital, Direct Deals, Hedge Funds, Real Assets, Real Estate, Fixed Income |
2.012 |
|
jimduda@hotmail.com |
https://www.fritzduda.com/ |
|
Genus Holdings is a single family office firm for the Duda family and the diversifying private equity arm of an UHNW, multi-generational family office with a large real estate exposure. It was formed to manage and report on the investment portfolios of numerous entities, including a private foundation, and allocates capital opportunistically across a wide range of asset classes including public equities, alternative investments (marketable alternatives, private equity and debt funds, co-investments, venture capital/direct deals, hedge funds, real assets, real estate, etc.) and fixed income.
From more day-to-day to project-based, responsibilities include operational support, investment performance audit, analysis and reporting, preparation of Investment Committee meeting materials, coordination of info with the tax manager, monitoring micro and macro economic conditions, equity and market research, due diligence and investment write-ups, communication with fund managers, cash flow modeling, real estate investor waterfall analysis, and estate planning, valuation and gifting. Heavy use of Excel, VBA, Solovis and Microsoft Teams.
Major Contributions:
- Built out the entire enterprise's real estate cash flow model by creating a comprehensive ownership interest matrix and a dynamic cash flow investor waterfall
- Delivered final asset valuations and ownership breakdowns for estate planning/gifting purposes
- Expanded performance reporting capabilities to entities and individuals not previously receiving analysis
- Developed a method in Excel to audit the accuracy of investment's internal valuations with fund or direct deal documentation such as capital account statements and quarterly reports
- Developed cash flow tracking tool in Excel to aggregate capital call and distribution notices to detect transactions unaccounted for in the internal investment management software
- Technical lead in new investment data aggregation, management and reporting software vetting process and implementation overhaul. |
SF |
|
|
Genus Holdings, LLC |
Michael |
Stack |
Chief Investment Officer |
(972) 616-8777 |
|
mstack@genusholdings.com |
|
2801 Woodside Street |
Dallas |
TX |
75204 |
United States of America |
North America |
https://www.linkedin.com/in/michaeljstack/ |
Public Equities, Alternative Investments, Marketable Alternatives, Private Equity, Debt Funds, Co-Investments, Venture Capital, Direct Deals, Hedge Funds, Real Assets, Real Estate, Fixed Income |
2.012 |
|
|
https://www.fritzduda.com/ |
|
Genus Holdings is a single family office firm for the Duda family and the diversifying private equity arm of an UHNW, multi-generational family office with a large real estate exposure. It was formed to manage and report on the investment portfolios of numerous entities, including a private foundation, and allocates capital opportunistically across a wide range of asset classes including public equities, alternative investments (marketable alternatives, private equity and debt funds, co-investments, venture capital/direct deals, hedge funds, real assets, real estate, etc.) and fixed income.
From more day-to-day to project-based, responsibilities include operational support, investment performance audit, analysis and reporting, preparation of Investment Committee meeting materials, coordination of info with the tax manager, monitoring micro and macro economic conditions, equity and market research, due diligence and investment write-ups, communication with fund managers, cash flow modeling, real estate investor waterfall analysis, and estate planning, valuation and gifting. Heavy use of Excel, VBA, Solovis and Microsoft Teams.
Major Contributions:
- Built out the entire enterprise's real estate cash flow model by creating a comprehensive ownership interest matrix and a dynamic cash flow investor waterfall
- Delivered final asset valuations and ownership breakdowns for estate planning/gifting purposes
- Expanded performance reporting capabilities to entities and individuals not previously receiving analysis
- Developed a method in Excel to audit the accuracy of investment's internal valuations with fund or direct deal documentation such as capital account statements and quarterly reports
- Developed cash flow tracking tool in Excel to aggregate capital call and distribution notices to detect transactions unaccounted for in the internal investment management software
- Technical lead in new investment data aggregation, management and reporting software vetting process and implementation overhaul. |
SF |
|
|
Genus Holdings, LLC |
Fritz |
Duda |
Principal |
(972) 616-8777 |
|
fduda@genusholdings.com |
|
2801 Woodside Street |
Dallas |
TX |
75204 |
United States of America |
North America |
https://www.linkedin.com/in/fritz-duda-256b9bbb/ |
Public Equities, Alternative Investments, Marketable Alternatives, Private Equity, Debt Funds, Co-Investments, Venture Capital, Direct Deals, Hedge Funds, Real Assets, Real Estate, Fixed Income |
2.012 |
|
|
https://www.fritzduda.com/ |
|
Genus Holdings is a single family office firm for the Duda family and the diversifying private equity arm of an UHNW, multi-generational family office with a large real estate exposure. It was formed to manage and report on the investment portfolios of numerous entities, including a private foundation, and allocates capital opportunistically across a wide range of asset classes including public equities, alternative investments (marketable alternatives, private equity and debt funds, co-investments, venture capital/direct deals, hedge funds, real assets, real estate, etc.) and fixed income.
From more day-to-day to project-based, responsibilities include operational support, investment performance audit, analysis and reporting, preparation of Investment Committee meeting materials, coordination of info with the tax manager, monitoring micro and macro economic conditions, equity and market research, due diligence and investment write-ups, communication with fund managers, cash flow modeling, real estate investor waterfall analysis, and estate planning, valuation and gifting. Heavy use of Excel, VBA, Solovis and Microsoft Teams.
Major Contributions:
- Built out the entire enterprise's real estate cash flow model by creating a comprehensive ownership interest matrix and a dynamic cash flow investor waterfall
- Delivered final asset valuations and ownership breakdowns for estate planning/gifting purposes
- Expanded performance reporting capabilities to entities and individuals not previously receiving analysis
- Developed a method in Excel to audit the accuracy of investment's internal valuations with fund or direct deal documentation such as capital account statements and quarterly reports
- Developed cash flow tracking tool in Excel to aggregate capital call and distribution notices to detect transactions unaccounted for in the internal investment management software
- Technical lead in new investment data aggregation, management and reporting software vetting process and implementation overhaul. |
SF |
|
| 272 |
Georgica Advisors, LLC |
Rick |
Reiss |
Chairman |
(212) 277-5615, (212) 992-8854 |
|
RCLS.law@nyu.edu |
|
The Reiss Center on Law and Security, 139 Macdougal Street, 4th Floor |
New York |
NY |
10012 |
United States of America |
North America |
https://www.linkedin.com/in/rick-reiss-0694913/ |
Public Equities, Hedge Funds, Real Estate, Venture Capital |
1.997 |
$1B |
|
https://www.lawandsecurity.org/mission/board-of-advisors/richard-reiss-jr/
https://www.linkedin.com/in/jocelyn-bohn-8529aa52/
https://www.linkedin.com/in/jenny-schwartz-5793514/ |
https://www.linkedin.com/company/georgica-advisors-llc/ |
Georgica Advisors is a single family office based in New York City. Investments include public equities, hedge funds, real estate, and venture capital. |
SF |
|
| 273 |
GFIA Pte. Ltd. |
Peter |
Douglas |
Principal & Chairman |
65 6536 4241 |
|
peter.douglas@gfia.com.sg, pdouglas@caia.org |
gfia@gfia.com.sg |
59 Club Street, 2nd Floor |
Singapore |
|
069434 |
Singapore |
Asia |
https://www.linkedin.com/in/peterdouglaspeterdouglas/ |
|
|
$10M |
|
|
http://www.gfia.com.sg/ |
GFIA works for professional investors, advising them on their allocations to external managers, providing strategic advisory, and due diligence services. Its clients include funds of funds, family offices, and fiduciary institutions. Established in 1998 as a hedge fund consulting firm (and therefore the longest-established hedge fund consultant in Asia), Singapore-based GFIA’s core skill lies in evaluating complex investment propositions and their managers. GFIA retains a strong focus on Asia and the world’s emerging markets. |
Fund-of-Fund |
|
|
GFIA Pte. Ltd. |
Xiao |
Rui Fei Sheryl |
Fund Analyst |
65 6222 3289 |
|
sherylfxr@gmail.com |
gfia@gfia.com.sg |
59 Club Street, 2nd Floor |
Singapore |
|
069434 |
Singapore |
Asia |
https://www.linkedin.com/in/xiao-rui-fei-sheryl-6b11a35b/ |
|
|
$10M |
|
|
http://www.gfia.com.sg/ |
GFIA works for professional investors, advising them on their allocations to external managers, providing strategic advisory, and due diligence services. Its clients include funds of funds, family offices, and fiduciary institutions. Established in 1998 as a hedge fund consulting firm (and therefore the longest-established hedge fund consultant in Asia), Singapore-based GFIA’s core skill lies in evaluating complex investment propositions and their managers. GFIA retains a strong focus on Asia and the world’s emerging markets. |
Fund-of-Fund |
|
| 274 |
GGBwealthcare Pty Limited |
Keith |
Betty |
Family Adviser and Chief Operating Officer |
61 2 9392 8750 |
61 2 9392 8799 |
kbetty@ggbwealthcare.com |
info@ggbwealthcare.com |
Suite 2006, Level 20, 44 Market Street |
Sydney |
NSW |
2000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/keith-betty-99a20213/ |
Alternative Investments, Private Bankers, Lawyers, Accountants, Tax and other Advisers, Family Succession Issues, Asset Protection, Philanthropic Activities |
2.009 |
|
|
https://www.linkedin.com/company/ggbwealthcare-pty-ltd/ |
https://www.ggbwealthcare.com/ |
GGBwealthcare is a boutique "multi-family office" based in Sydney yet servicing clients across several global jurisdictions. GGBwealthcare enables a select number of families-of-wealth to leverage off the experience of the principals, their resources and networks, and the related investment and administrative synergies without having to fund and maintain this full infrastructure themselves. |
MF |
Postal Address:
P.O. Box Q1016
QVB NSW 1230
Australia |
|
GGBwealthcare Pty Limited |
Steven |
Gross |
Chief Investment Officer and Family Adviser |
61 2 9392 8750 |
61 2 9392 8799 |
sgross@ggbwealthcare.com |
info@ggbwealthcare.com |
Suite 2006, Level 20, 44 Market Street |
Sydney |
NSW |
2000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/steve-gross-b75730a/ |
Alternative Investments, Private Bankers, Lawyers, Accountants, Tax and other Advisers, Family Succession Issues, Asset Protection, Philanthropic Activities |
2.009 |
|
|
https://twitter.com/stevegross144 |
https://www.ggbwealthcare.com/ |
GGBwealthcare is a boutique "multi-family office" based in Sydney yet servicing clients across several global jurisdictions. GGBwealthcare enables a select number of families-of-wealth to leverage off the experience of the principals, their resources and networks, and the related investment and administrative synergies without having to fund and maintain this full infrastructure themselves. |
MF |
Postal Address:
P.O. Box Q1016
QVB NSW 1230
Australia |
| 275 |
Ghia Multi Family Office |
Bruno |
Nunes de Paula |
Partner |
55 (34) 3222-3608 |
|
bruno@ghiamfo.com.br |
ghiamfo@ghiamfo.com.br |
Av. Rondon Pacheco, 4600, Torre UBT, 20º andar |
Uberlândia |
MG |
38405-142 |
Brazil |
South America |
https://www.linkedin.com/in/bndepaula/ |
Real Estate, Alternative Funds, Hedge Funds, Alternative Investment Funds |
2.010 |
|
bruno@ghiainvestimentos.com.br |
https://www.linkedin.com/company/ghiamfo/ |
https://www.ghiamfo.com.br/ |
This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process.
We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances.
We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. |
MF |
|
|
Ghia Multi Family Office |
Thalita |
Kauara Sales |
Partner |
55 (34) 3222-3608 |
|
thalita@ghiamfo.com.br |
ghiamfo@ghiamfo.com.br |
Av. Rondon Pacheco, 4600, Torre UBT, 20º andar |
Uberlândia |
MG |
38405-142 |
Brazil |
South America |
https://www.linkedin.com/in/thalita-kauara-sales-cfp®%EF%B8%8F-cea-6b69b541/ |
Real Estate, Alternative Funds, Hedge Funds, Alternative Investment Funds |
2.010 |
|
|
https://www.linkedin.com/company/ghiamfo/ |
https://www.ghiamfo.com.br/ |
This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process.
We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances.
We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. |
MF |
|
|
Ghia Multi Family Office |
Jessica |
Penna Valeriano |
Partner |
55 (34) 3222-3608 |
|
jessica@ghiamfo.com.br |
ghiamfo@ghiamfo.com.br |
Av. Rondon Pacheco, 4600, Torre UBT, 20º andar |
Uberlândia |
MG |
38405-142 |
Brazil |
South America |
https://www.linkedin.com/in/jessicapennavaleriano/ |
Real Estate, Alternative Funds, Hedge Funds, Alternative Investment Funds |
2.010 |
|
|
https://www.linkedin.com/company/ghiamfo/ |
https://www.ghiamfo.com.br/ |
This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process.
We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances.
We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. |
MF |
|
|
Ghia Multi Family Office |
Gustavo |
von Gossler |
Alternative Funds Analyst |
55 (34) 3222-3608 |
|
|
ghiamfo@ghiamfo.com.br |
Av. Rondon Pacheco, 4600, Torre UBT, 20º andar |
Uberlândia |
MG |
38405-142 |
Brazil |
South America |
https://www.linkedin.com/in/gustavo-von-gossler-4822421b9/ |
Real Estate, Alternative Funds, Hedge Funds, Alternative Investment Funds |
2.010 |
|
|
https://www.linkedin.com/company/ghiamfo/ |
https://www.ghiamfo.com.br/ |
This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process.
We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances.
We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. |
MF |
|
| 276 |
Gilder Partners for Growth, LLC |
Ginny |
Gilder |
CEO & Founder |
(206) 210-8701 |
|
scipmylo@gmail.com |
|
1 Glenwood Avenue |
Raleigh |
NC |
27603 |
United States of America |
North America |
https://www.linkedin.com/in/ginny-gilder-4772b463/ |
Gilder Office For Growth invests across asset classes (hedge funds, real estate, private equity, long-only equity, fixed income and credit). |
|
|
|
|
https://www.gilderpartners.com/ |
Gilder Partners for Growth is a Registered Investment Advisor that offers a family office approach to investment. Gilder Partners for Growth serves families who want the benefits of a customized, in-house investment platform and/or family office infrastructure, and who find themselves in one or more of the following scenarios:
>An anticipated liquidity event from the sale of a core family asset, or from a generational transfer.
>A desire to diversify key investment relationships to reduce key-person risk, or to add an asset class with which the family has limited or no experience.
>Dissatisfaction with an existing investment relationship due to improperly aligned interests, insufficient expertise, inability to specifically tailor investment offerings to the family’s needs, or investment performance.
>Dissolution of an existing family office or shift to outsourcing the investment function.
>Difficulty justifying the challenge and expense of establishing a family office.
>A lack of sufficient expertise, time, energy or interest required to establish and maintain a family office. |
MF |
|
|
Gilder Partners for Growth, LLC |
Dawn |
Croissant |
Controller |
(919) 680-3602 |
|
dawn.croissant@gmail.com |
|
1 Glenwood Avenue |
Raleigh |
NC |
27603 |
United States of America |
North America |
|
Gilder Office For Growth invests across asset classes (hedge funds, real estate, private equity, long-only equity, fixed income and credit). |
|
|
|
|
https://www.gilderpartners.com/ |
Gilder Partners for Growth is a Registered Investment Advisor that offers a family office approach to investment. Gilder Partners for Growth serves families who want the benefits of a customized, in-house investment platform and/or family office infrastructure, and who find themselves in one or more of the following scenarios:
>An anticipated liquidity event from the sale of a core family asset, or from a generational transfer.
>A desire to diversify key investment relationships to reduce key-person risk, or to add an asset class with which the family has limited or no experience.
>Dissatisfaction with an existing investment relationship due to improperly aligned interests, insufficient expertise, inability to specifically tailor investment offerings to the family’s needs, or investment performance.
>Dissolution of an existing family office or shift to outsourcing the investment function.
>Difficulty justifying the challenge and expense of establishing a family office.
>A lack of sufficient expertise, time, energy or interest required to establish and maintain a family office. |
MF |
|
| 277 |
Global Investment Adviser, L.C. |
Peter |
Scholla |
Partner & Chief Compliance Officer |
(561) 881-9688 |
(561) 881-9680 |
peter@globalinvestmentadviser.com |
mail@globalinvestmentadviser.com |
Squires Building Suite 117, 721 US Highway One |
North Palm Beach |
FL |
33408 |
United States of America |
North America |
https://www.linkedin.com/in/peter-scholla-90b2293a/ |
|
|
$300M |
|
|
http://globalinvestmentadviser.com/ |
GIA was formed to identify, research, evaluate and invest in, on behalf of its clients, the most promising opportunities available. At GIA, we are in the business of results. As a responsible investment advisor, we work diligently and far-sighted to invest our clients' capital wisely. We realize that there is no one right way to achieve results, so we adapt pro-actively to the changing world around us. Committed to exploring alternative investment opportunities for the investment public, Progressive Global Investment Advisor Limited endeavors to search, select and monitor a broad range of hedge fund products with varying investment philosophies and strategies. They provide a wide selection of products facilitating access to investment opportunities previously restricted by their obscurity or the large initial investment amount required. |
Fund-of-Fund |
|
| 278 |
GMC Family Office |
|
|
|
(702) 900-7022 |
|
|
gmcfamilyoffice@gmail.com |
|
Vancouver |
BC |
|
Canada |
North America |
|
Private Equity, Real Estate, Hedge Funds, IT |
|
|
|
|
http://www.gmcfamilyoffice.com/ |
The GMC Family Office is the multi-generational investment arms of the Campbell family. The five generations of the Campbell family have deep roots in Canada (primarily Vancouver and its environs) and the USA (primarily Los Angeles and San Francisco). Accordingly today, the Family is focused primarily on international business ventures. The Family has strategic relationships with other international Family Offices, High Net Worth Individuals, VC’s, and strategic individuals that we very carefully integrate with companies we choose to participate in. We examine a wide variety of companies. |
SF |
|
| 279 |
Golden Hill Asset Management Pte. Ltd. |
Patrick |
Chong |
Chief Investment Officer |
65 6909 1660 |
|
|
enquiries@gham.com.sg |
6 Shenton Way #42-03, OUE Downtown 1 |
Singapore |
|
068809 |
Singapore |
Asia |
https://www.linkedin.com/in/patrick-chong-15480358/ |
Consumer, Technology Businesses, Funds, Hedge Funds |
2.017 |
|
|
https://www.linkedin.com/company/golden-hill-asset-management/ |
https://www.gham.com.sg/ |
Golden Hill Asset Management is a Singapore-based asset management firm with multi-family office capabilities, delivering comprehensive and independent solutions to high-net-worth individuals and families. With an experienced team of professionals equipped with multi-assets expertise, we work with our clients to provide tailored investment and wealth solutions. |
MF |
|
| 280 |
Gonzalez Family Office |
Julio |
Gonzalez |
Chief Executive Officer |
Direct: (561) 253-6640 |
|
jgonzalez@engineeredtaxservices.com |
|
303 Evernia St., Suite 300 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/julio-gonzalez-tax/ |
Specialty Engineering Tax, Direct Real Estate investing, Alternative Investments, Engineered Tax Services, Multi-Family Housing, Mixed Use Office/Retail and other Real Estate Classes |
2.014 |
|
|
https://www.linkedin.com/in/diane-gonzales-a5414620/ |
https://engineeredtaxservices.com/bios/julio-gonzalez/ |
Gonzalez Family Office, a single family office for the Gonzalez Family. Mr. Gonzalez is the Founder of Entrepreneurial Family Office with Operational Companies based in Specialty Engineering Tax, Direct Real Estate investing and Alternative investments.
Mr. Gonzalez oversee as CEO the Family Operational companies to include Engineered Tax Services (ETS) and Calle Gato Ocho.
ETS is the largest boutique engineering tax services firm in the country which provides significant wealth preservation tax studies through cost segregation, energy tax and research and development studies.
Calle Gato Ocho was formed by Mr. Gonzalez to invest in direct real estate in the areas of multi-family housing, mixed use office/retail and other real estate classes.
Mr. Gonzalez formed the Gonzalez Family Office to diversify investment allocations, launch the family foundation and to coinvest with other family offices. |
SF |
|
| 281 |
Gore Creek Asset Management LLC |
Jason |
Raymond |
Director |
(312) 920-0500 |
(312) 920-1855 |
jasonr@gorecreekam.com |
|
71 South Wacker Drive |
Chicago |
IL |
60606-4637 |
United States of America |
North America |
|
Alternative Investments, Substantial Allocations, Hedge Funds, Private Equity, Real Assets |
2.005 |
|
|
https://www.linkedin.com/in/stephanie-e-szymanski-cfa-94739667/ |
|
Gore Creek Asset Management is a single-family office based in Chicago, Illinois. Established in 2005, the firm primarily provides financial services to the Galvin's. The assets of the firm are managed by the Board of Directors. |
SF |
|
|
Gore Creek Asset Management LLC |
Christopher |
Galvin |
Co-Founder & Chairman |
(312) 920-0500 |
(312) 920-1855 |
cgalvin@blythebourne.com |
|
71 South Wacker Drive |
Chicago |
IL |
60606-4637 |
United States of America |
North America |
https://www.linkedin.com/in/chris-galvin-2122914/ |
Alternative Investments, Substantial Allocations, Hedge Funds, Private Equity, Real Assets |
2.005 |
|
chris_galvin@hks.harvard.edu, christopher_galvin@hks.harvard.edu |
https://www.harrisonst.com/
https://cpl.hks.harvard.edu/people/chris-galvin
https://www.threeoceanpartners.com/advisory_board/christopher-galvin/ |
|
Gore Creek Asset Management is a single-family office based in Chicago, Illinois. Established in 2005, the firm primarily provides financial services to the Galvin's. The assets of the firm are managed by the Board of Directors. |
SF |
|
| 282 |
GOW Capital |
Domingos |
Pereira Coutinho |
Founding Partner |
351 212 464 6335 |
|
domingos.coutinho@gowcapital.pt |
contacto@gowcapital.pt |
Avenida Engº Duarte Pacheco, Torre 2 - Amoreiras, 8º Andar, Sala 4 |
Lisbon |
|
1070-102 |
Portugal |
Europe |
https://www.linkedin.com/in/domingos-pereira-coutinho-1698a8a7/ |
Funds, Liquid Investments, Alternative Investments, Real Estate |
2.017 |
|
|
https://www.linkedin.com/company/gow-capital/ |
http://gowcapital.pt/ |
GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets.
GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client.
Sustainability values guide our commitment to customers and their future generations. |
MF |
|
|
GOW Capital |
Lucas |
Calazans |
Compliance Director PFP & Partner |
55 (11) 3044-6445 |
|
lcalazans@gowcapital.pt |
contacto@gowcapital.pt |
Av. Pres. Juscelino Kubitscheck 1726, Conj. 81 |
Sao Paulo |
SP |
04543-000 |
Brazil |
South America |
https://www.linkedin.com/in/lucas-calazans-69a995100/ |
Funds, Liquid Investments, Alternative Investments, Real Estate |
2.017 |
|
|
https://www.linkedin.com/company/gow-capital/ |
http://gowcapital.pt/ |
GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets.
GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client.
Sustainability values guide our commitment to customers and their future generations. |
MF |
|
|
GOW Capital |
Miguel |
Moser |
Founding Partner |
351 212 464 6335 |
|
miguel.moser@gowcapital.pt |
contacto@gowcapital.pt |
Avenida Engº Duarte Pacheco, Torre 2 - Amoreiras, 8º Andar, Sala 4 |
Lisbon |
|
1070-102 |
Portugal |
Europe |
https://www.linkedin.com/in/miguel-moser-b1915219/ |
Funds, Liquid Investments, Alternative Investments, Real Estate |
2.017 |
|
|
https://www.linkedin.com/company/gow-capital/ |
http://gowcapital.pt/ |
GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets.
GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client.
Sustainability values guide our commitment to customers and their future generations. |
MF |
|
|
GOW Capital |
João Cesar |
Tourinho |
Founding Partner |
351 212 464 6335 |
|
joao.tourinho@gowcapital.pt |
contacto@gowcapital.pt |
Avenida Engº Duarte Pacheco, Torre 2 - Amoreiras, 8º Andar, Sala 4 |
Lisbon |
|
1070-102 |
Portugal |
Europe |
https://www.linkedin.com/in/joao-cesar-tourinho-4245711/ |
Funds, Liquid Investments, Alternative Investments, Real Estate |
2.017 |
|
|
https://www.linkedin.com/company/gow-capital/ |
http://gowcapital.pt/ |
GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets.
GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client.
Sustainability values guide our commitment to customers and their future generations. |
MF |
|
|
GOW Capital |
Celso |
Scaramuzza |
Partner |
55 (11) 3044-6445 |
|
cscaramuzza@gowcapital.pt |
contacto@gowcapital.pt |
Av. Pres. Juscelino Kubitscheck 1726, Conj. 81 |
Sao Paulo |
SP |
04543-000 |
Brazil |
South America |
https://www.linkedin.com/in/celso-scaramuzza-2693b123/ |
Funds, Liquid Investments, Alternative Investments, Real Estate |
2.017 |
|
celso.scaramuzza@itau.com.br |
https://www.linkedin.com/company/gow-capital/ |
http://gowcapital.pt/ |
GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets.
GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client.
Sustainability values guide our commitment to customers and their future generations. |
MF |
|
|
GOW Capital |
Gustavo |
Auriemo |
Financial Analyst |
351 212 464 6335 |
|
gauriemo@gowcapital.pt |
contacto@gowcapital.pt |
Avenida Engº Duarte Pacheco, Torre 2 - Amoreiras, 8º Andar, Sala 4 |
Lisbon |
|
1070-102 |
Portugal |
Europe |
https://www.linkedin.com/in/gustavo-auriemo/ |
Funds, Liquid Investments, Alternative Investments, Real Estate |
2.017 |
|
gustavo.auriemo@gowcapital.pt |
https://www.linkedin.com/company/gow-capital/ |
http://gowcapital.pt/ |
GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets.
GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client.
Sustainability values guide our commitment to customers and their future generations. |
MF |
|
| 283 |
Grandway Asset Management, Inc. |
Victor |
Wang |
President |
(626) 357-1200 |
(626) 357-1111 |
victor.wang@grandway.com |
info@grandway.com |
55 S. Lake Avenue, Suite 600 |
Pasadena |
CA |
91101 |
United States of America |
North America |
https://www.linkedin.com/in/victor-wang-a8b55420/ |
|
|
$20M |
|
|
http://www.grandway.com/ |
Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients. Our investment areas include real estate, private equity, and other alternative investments. In the hedge fund space, them investment professionals systematically research, select, monitor, and manage a portfolio composed of 30 to 40 investment funds. |
Fund-of-Fund |
|
|
Grandway Asset Management, Inc. |
Alex |
Chen |
Acquisition & Project Manager |
(626) 357-1200 |
(626) 357-1111 |
alex.chen@grandway.com |
info@grandway.com |
55 S. Lake Avenue, Suite 600 |
Pasadena |
CA |
91101 |
United States of America |
North America |
https://www.linkedin.com/in/alex-chen-7436028a/ |
|
|
$20M |
|
|
http://www.grandway.com/ |
Grandway is a premier global asset management and advisory firm that strives to create value and protect wealth for our international clients. Our investment areas include real estate, private equity, and other alternative investments. In the hedge fund space, them investment professionals systematically research, select, monitor, and manage a portfolio composed of 30 to 40 investment funds. |
Fund-of-Fund |
|
| 284 |
Granger Management LLC |
Andy |
Walter |
Founder & Managing Member |
(212) 658-0400 |
(212) 658-0401 |
andy@grangerllc.com |
info@grangerllc.com |
17 State Street, Suite 3220 |
New York |
NY |
10004 |
United States of America |
North America |
https://www.linkedin.com/in/andy-walter-40900b88/ |
Hedge Funds |
2.013 |
$614M |
|
|
https://www.grangerllc.com/ |
Granger Management is a global multi-family office investment business which operates as an independent SEC Registered Investment Advisor. |
MF |
|
|
Granger Management LLC |
Geraldine |
McManus |
Managing Member |
Direct: (908) 630-0266 |
(212) 658-0401 |
gerrie@grangerllc.com |
info@grangerllc.com |
17 State Street, Suite 3220 |
New York |
NY |
10004 |
United States of America |
North America |
https://www.linkedin.com/in/geraldine-mcmanus-373291b/ |
Hedge Funds |
2.013 |
$614M |
|
|
https://www.grangerllc.com/ |
Granger Management is a global multi-family office investment business which operates as an independent SEC Registered Investment Advisor. |
MF |
New Jersey Office:
485 Lake Road
Far Hills, NJ 07931
United States of America |
| 285 |
Granville Capital Inc. |
Pearce |
Landry |
President & Chief Investment Officer |
(336) 273-8544 |
(336) 217-4128 |
plandry@granvillecapitalinc.com |
info@granvillecapitalinc.com |
300 N. Greene Street, Suite 1750 |
Greensboro |
NC |
27401 |
United States of America |
North America |
|
Private Equity, Hedge Fund of Funds, Alternative Investment Markets |
1.995 |
$563M |
|
https://www.linkedin.com/company/granville-capital-inc./ |
https://www.granvillecapitalinc.com/ |
Granville Capital manages an investment-driven family office limited to a select number of existing clients. Granville Capital serves as the investment manager and general partner for several funds of hedge funds and one private equity fund of funds for the family office. |
MF |
|
|
Granville Capital Inc. |
Ruffin |
King |
Principal & Portfolio Manager |
(336) 273-8544 |
(336) 217-4128 |
rking@granvillecapitalinc.com |
info@granvillecapitalinc.com |
300 N. Greene Street, Suite 1750 |
Greensboro |
NC |
27401 |
United States of America |
North America |
https://www.linkedin.com/in/ruffin-king-83277b151/ |
Private Equity, Hedge Fund of Funds, Alternative Investment Markets |
1.995 |
$563M |
|
https://www.linkedin.com/company/granville-capital-inc./ |
https://www.granvillecapitalinc.com/ |
Granville Capital manages an investment-driven family office limited to a select number of existing clients. Granville Capital serves as the investment manager and general partner for several funds of hedge funds and one private equity fund of funds for the family office. |
MF |
|
|
Granville Capital Inc. |
Stephen |
Hassenfelt |
Chairman, CEO, & Portfolio Manager |
(336) 273-8544 |
(336) 217-4128 |
shassenfelt@granvillecapitalinc.com |
info@granvillecapitalinc.com |
300 N. Greene Street, Suite 1750 |
Greensboro |
NC |
27401 |
United States of America |
North America |
https://www.linkedin.com/in/steve-hassenfelt-087717/ |
Private Equity, Hedge Fund of Funds, Alternative Investment Markets |
1.995 |
$563M |
|
https://www.linkedin.com/company/granville-capital-inc./ |
https://www.granvillecapitalinc.com/ |
Granville Capital manages an investment-driven family office limited to a select number of existing clients. Granville Capital serves as the investment manager and general partner for several funds of hedge funds and one private equity fund of funds for the family office. |
MF |
|
| 286 |
Grapevine Partners, LLC |
Jill |
Asrael |
Chief Financial Officer |
Office: (404) 480-1837, Direct: (404) 554-4996 |
(404) 554-0455 |
jill.asrael@bermancapital.com |
|
3475 Lenox Road, Suite 970 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/jill-asrael-cpa-a966775b/ |
Private Equity, Real Estate, Hedge Funds |
2.001 |
|
operations@bermancapital.com, wealthadvisors@bermancapital.com |
https://www.bermancapital.com/team/jill-asrael-cpa/ |
|
Since 2001, Jill Asrael has been the CFO of Grapevine Partners, a single family office and now a Berman Capital Advisors client, where she has managed all of the family’s financial interests including investment managers, tax professionals, insurance professionals and estate planning attorneys. |
SF |
|
| 287 |
Green Mesa Capital, LLC |
Randy |
Norton |
Founding Partner |
(702) 990-3359 |
|
randy@marriottschool.byu.net |
partners@greenmesacapital.com |
170 S. Green Valley Pkwy, Suite 300 |
Henderson |
NV |
89012 |
United States of America |
North America |
https://www.linkedin.com/in/randycnorton/ |
Senior High-Yield Debt, Mezzanine Debt, Recapitalizations, Legacy Debt, RealTech, FinTech, Venture, Equity Bonds, Preferred Equity, Public Equity, REIT |
2.014 |
|
|
Skype: randycnorton
https://www.linkedin.com/company/greenmesacapital/ |
https://greenmesacapital.com/ |
Green Mesa Capital is privately owned and independently operated as a single-family office. Headquartered in Nevada, the Company was founded in 2014 specializing in traditional and alternative investments. The public-facing investment mandate is heavily weighted towards a multi-strategy single-sector focus: institutional real estate in North America and Western Europe. A real estate and alternative investment portfolio consists of four asset classes: (i) venture; (ii) private debt; (iii) private equity; and (iv) marketable securities. |
SF |
|
| 288 |
Greenlight Capital Inc. |
Dan |
Roitman |
Chief Operating Officer |
(212) 973-1900 |
(212) 973-9219 |
daniel@greenlightcapital.com |
info@greenlightcapital.com |
2 Grand Central Tower, 140 East 45 Street, Floor 24 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-roitman-758278/ |
|
|
$8.6B |
|
|
https://www.greenlightcapital.com/ |
Greenlight Capital is a hedge fund founded in 1996 by David Einhorn. Greenlight invests primarily in publicly traded North American corporate debt offerings and equities. Greenlight is most notable for its short selling of Lehman stock prior to Lehman Brothers' collapse in 2008 and the $11 million fine they received in January 2012 for insider trading in the UK. Einhorn remains the fund's manager. |
Fund-of-Fund |
|
|
Greenlight Capital Inc. |
Harry |
Brandler |
Chief Financial Officer |
(212) 973-1900 |
(212) 973-9219 |
harry@greenlightcapital.com |
info@greenlightcapital.com |
2 Grand Central Tower, 140 East 45 Street, Floor 24 |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/harry-brandler-a782a1/ |
|
|
$8.6B |
|
|
https://www.greenlightcapital.com/ |
Greenlight Capital is a hedge fund founded in 1996 by David Einhorn. Greenlight invests primarily in publicly traded North American corporate debt offerings and equities. Greenlight is most notable for its short selling of Lehman stock prior to Lehman Brothers' collapse in 2008 and the $11 million fine they received in January 2012 for insider trading in the UK. Einhorn remains the fund's manager. |
Fund-of-Fund |
|
| 289 |
Grosvenor Capital Management, L.P. |
Michael |
Sacks |
Chairman & CEO |
(312) 506-6500 |
(312) 506-6888 |
mjs@gcmlp.com |
inquiries@gcmlp.com |
900 North Michigan Avenue, Suite 1100 |
Chicago |
IL |
60611 |
United States of America |
North America |
|
|
|
$50B |
|
|
https://www.gcmgrosvenor.com/ |
Grosvenor Capital Management is a privately owned hedge fund sponsor and a private equity firm specializing in primary fund investments, secondary fund investments, and co-investments with a focus on buyout, distressed debt, mezzanine, infrastructure, real estate, venture capital/growth equity investments. The firm seeks to make regionally-focused investments in small and emerging managers and emerging domestic managers. The firm primarily provides its services to pooled investment vehicles. It also provides its services to investment companies and pension and profit sharing plans. The firm invests in the alternative investment markets of the United States and internationally. Grosvenor Capital Management L.P. was founded in 1971 and is based in Chicago, Illinois with additional offices in New York City and Los Angeles, California and regional offices in Austin, Texas; Detroit, Michigan; Charlotte, North Carolina; Columbus, Ohio; Portland, Oregon; Durham, North Carolina and Seoul, Korea |
Fund-of-Fund |
|
| 290 |
Grosvenor Family Office |
Nicholas |
Dobbs |
Head of Family Office & Rural Estates |
44 207 408-0988 |
44 207 629-9115 |
nicholas.dobbs@grosvenor.com |
|
Eaton Estate Office, Eccleston |
Chester |
|
CH4 9ET |
United Kingdom |
Europe |
https://www.linkedin.com/in/nicholas-dobbs-51bb93135/ |
Real Estate and Rural Estates in the UK and one in Spain (Long Equity and Bond, Portfolios, Commodity, Hedge Fund, Private Equity) |
1.814 |
$67.3B |
|
https://www.linkedin.com/company/grosvenor/ |
https://www.grosvenorestate.com/ |
The Grosvenor Estate is a single family office of the Grosvenor Family, headed by the Duke of Westminster. |
SF |
|
|
Grosvenor Family Office |
Miranda |
Ellaby |
Investments & Charities Finance Manager |
44 207 408-0988 |
44 207 629-9115 |
miranda.ellaby@grosvenor.com |
|
Eaton Estate Office, Eccleston |
Chester |
|
CH4 9ET |
United Kingdom |
Europe |
https://www.linkedin.com/in/miranda-ellaby-5a57a67b/ |
Real Estate and Rural Estates in the UK and one in Spain (Long Equity and Bond, Portfolios, Commodity, Hedge Fund, Private Equity) |
1.814 |
$67.3B |
|
https://www.linkedin.com/company/grosvenor/ |
https://www.grosvenorestate.com/ |
The Grosvenor Estate is a single family office of the Grosvenor Family, headed by the Duke of Westminster. |
SF |
|
| 291 |
Gulf Investment Corporation |
Malek |
Alajeel |
Advisor to Deputy CEO & CIO & Head of Business Development |
965 2222 5272 |
|
malajeel@gic.com.kw |
info@gic.com.kw |
P.O. Box 3402 |
Safat |
|
13035 |
Kuwait |
Asia |
https://www.linkedin.com/in/malek-alajeel-a130a219/ |
Hedge Funds, Quoted Global Equity Funds, Global Markets, Private Equity Funds, Utilities, Financials, Industrials, Materials, Telecommunications, Consumer, Staples, Manufacturing |
|
|
|
|
http://www.gic.com.kw/ |
GIC is an investment company incorporated in the State of Kuwait on November 15, 1983 as a Gulf Shareholding Company. It is equally owned by the governments of the six member states of the Gulf Cooperation Council (GCC), i.e., Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. GIC was formed to foster economic growth, economic diversification and capital markets development across the GCC region. Our experienced team offers local and international investors a diverse range of financial opportunities. We have a proven track record for successfully assisting private enterprise across a broad range of industry sectors and effectively delivering innovative investment opportunities. |
SWF |
|
|
Gulf Investment Corporation |
Meshary |
Al-Judaimi |
Acting Group Head of Principal Investment |
965 2222 5170 |
|
maljudaimi@gic.com.kw |
info@gic.com.kw |
P.O. Box 3402 |
Safat |
|
13035 |
Kuwait |
Asia |
https://www.linkedin.com/in/meshary-al-judaimi-cfa-baa1739/ |
Hedge Funds, Quoted Global Equity Funds, Global Markets, Private Equity Funds, Utilities, Financials, Industrials, Materials, Telecommunications, Consumer, Staples, Manufacturing |
|
|
|
|
http://www.gic.com.kw/ |
GIC is an investment company incorporated in the State of Kuwait on November 15, 1983 as a Gulf Shareholding Company. It is equally owned by the governments of the six member states of the Gulf Cooperation Council (GCC), i.e., Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. GIC was formed to foster economic growth, economic diversification and capital markets development across the GCC region. Our experienced team offers local and international investors a diverse range of financial opportunities. We have a proven track record for successfully assisting private enterprise across a broad range of industry sectors and effectively delivering innovative investment opportunities. |
SWF |
|
|
Gulf Investment Corporation |
Magdy |
Ali |
Senior Economist |
965 2222 5000 |
|
mali@gic.com.kw, magdy.ali@gmail.com |
info@gic.com.kw |
P.O. Box 3402 |
Safat |
|
13035 |
Kuwait |
Asia |
https://www.linkedin.com/in/mali234/ |
Hedge Funds, Quoted Global Equity Funds, Global Markets, Private Equity Funds, Utilities, Financials, Industrials, Materials, Telecommunications, Consumer, Staples, Manufacturing |
|
|
|
|
http://www.gic.com.kw/ |
GIC is an investment company incorporated in the State of Kuwait on November 15, 1983 as a Gulf Shareholding Company. It is equally owned by the governments of the six member states of the Gulf Cooperation Council (GCC), i.e., Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. GIC was formed to foster economic growth, economic diversification and capital markets development across the GCC region. Our experienced team offers local and international investors a diverse range of financial opportunities. We have a proven track record for successfully assisting private enterprise across a broad range of industry sectors and effectively delivering innovative investment opportunities. |
SWF |
|
|
Gulf Investment Corporation |
Martin |
Joy |
Head – Treasury |
965 2222 5312 |
|
mjoy@gic.com.kw |
info@gic.com.kw |
P.O. Box 3402 |
Safat |
|
13035 |
Kuwait |
Asia |
|
Hedge Funds, Quoted Global Equity Funds, Global Markets, Private Equity Funds, Utilities, Financials, Industrials, Materials, Telecommunications, Consumer, Staples, Manufacturing |
|
|
|
|
http://www.gic.com.kw/ |
GIC is an investment company incorporated in the State of Kuwait on November 15, 1983 as a Gulf Shareholding Company. It is equally owned by the governments of the six member states of the Gulf Cooperation Council (GCC), i.e., Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates. GIC was formed to foster economic growth, economic diversification and capital markets development across the GCC region. Our experienced team offers local and international investors a diverse range of financial opportunities. We have a proven track record for successfully assisting private enterprise across a broad range of industry sectors and effectively delivering innovative investment opportunities. |
SWF |
|
| 292 |
Halstatt Legacy Partners |
Patrick |
George |
Principal & Chief Investment Officer |
(239) 263-2360 |
|
pgeorge@halstatt.com |
|
2640 Golden Gate Pkwy. |
Naples |
FL |
34105 |
United States of America |
North America |
https://www.linkedin.com/in/patrick-george-6247702/ |
Public and Private Equities, Fixed Income, Commodities, Communications, Hedging Strategies, Real Estate and various other Alternative Investments |
2.013 |
|
|
https://www.linkedin.com/company/halstatt-legacy-partners/ |
https://www.halstattlegacy.com/ |
Halstatt Legacy Partners is a family office focused on acquiring great companies to hold for the long term. Halstatt Legacy Partners' mission is to help exceptional entrepreneurs, motivated by intellectual challenge, autonomy, customer value creation, teamwork and wealth generation to optimize their search for the right acquisition, and their ability lead that business to new levels of growth and profitability. We achieve this mission through teaching our partners acquisition search best practices, advice and mentoring from seasoned executives, technology tools, due diligence assistance from legal and accounting resources, deal negotiation and structuring support and search, acquisition and growth capital. |
MF |
|
|
Halstatt Legacy Partners |
Jenna |
Rambaud |
Public Relations & Investor Communications |
(239) 263-2360 |
|
jrambaud@halstatt.com |
|
2640 Golden Gate Pkwy. |
Naples |
FL |
34105 |
United States of America |
North America |
https://www.linkedin.com/in/jenna-rambaud/ |
Public and Private Equities, Fixed Income, Commodities, Communications, Hedging Strategies, Real Estate and various other Alternative Investments |
2.013 |
|
|
https://www.linkedin.com/company/halstatt-legacy-partners/ |
https://www.halstattlegacy.com/ |
Halstatt Legacy Partners is a family office focused on acquiring great companies to hold for the long term. Halstatt Legacy Partners' mission is to help exceptional entrepreneurs, motivated by intellectual challenge, autonomy, customer value creation, teamwork and wealth generation to optimize their search for the right acquisition, and their ability lead that business to new levels of growth and profitability. We achieve this mission through teaching our partners acquisition search best practices, advice and mentoring from seasoned executives, technology tools, due diligence assistance from legal and accounting resources, deal negotiation and structuring support and search, acquisition and growth capital. |
MF |
|
|
Halstatt Legacy Partners |
Peter |
Michaels |
Senior Associate |
(239) 263-2360 |
|
pmichaels@halstatt.com |
|
2640 Golden Gate Pkwy. |
Naples |
FL |
34105 |
United States of America |
North America |
https://www.linkedin.com/in/michaelspeter/ |
Public and Private Equities, Fixed Income, Commodities, Communications, Hedging Strategies, Real Estate and various other Alternative Investments |
2.013 |
|
|
https://www.linkedin.com/company/halstatt-legacy-partners/ |
https://www.halstattlegacy.com/ |
Halstatt Legacy Partners is a family office focused on acquiring great companies to hold for the long term. Halstatt Legacy Partners' mission is to help exceptional entrepreneurs, motivated by intellectual challenge, autonomy, customer value creation, teamwork and wealth generation to optimize their search for the right acquisition, and their ability lead that business to new levels of growth and profitability. We achieve this mission through teaching our partners acquisition search best practices, advice and mentoring from seasoned executives, technology tools, due diligence assistance from legal and accounting resources, deal negotiation and structuring support and search, acquisition and growth capital. |
MF |
|
| 293 |
Hanover Private Client Corporation |
Christopher |
Kay |
Associate |
Direct: (416) 594-0669 |
(416) 594-3322 |
ckay@hanoverprivate.com |
info@hanoverprivate.com |
390 Bay Street, Suite 1704 |
Toronto |
ON |
M5H 2Y2 |
Canada |
North America |
https://www.linkedin.com/in/chrisjkay/ |
Private Equity, Venture Capital, Real Estate and Hedge Funds |
1.999 |
|
|
https://www.linkedin.com/company/hanover-private-client-corporation/ |
https://hanoverprivate.com/ |
Hanover Private Client Corporation is a multi-family office serving business owners, senior professionals and executives, and estate trustees. Our clients turn to us to resolve their investing, risk management, tax planning, financial planning, advanced estate planning and related financial concerns. |
MF |
|
|
Hanover Private Client Corporation |
Thomas |
Trainor |
Managing Director |
(416) 594-3222 |
(416) 594-3322 |
ttrainor@hanoverprivate.com |
info@hanoverprivate.com |
390 Bay Street, Suite 1704 |
Toronto |
ON |
M5H 2Y2 |
Canada |
North America |
https://www.linkedin.com/in/tomtrainorca/ |
Private Equity, Venture Capital, Real Estate and Hedge Funds |
1.999 |
|
|
https://www.linkedin.com/company/hanover-private-client-corporation/ |
https://hanoverprivate.com/ |
Hanover Private Client Corporation is a multi-family office serving business owners, senior professionals and executives, and estate trustees. Our clients turn to us to resolve their investing, risk management, tax planning, financial planning, advanced estate planning and related financial concerns. |
MF |
|
| 294 |
Harald Quandt Holding GmbH |
Stefan |
Keitel |
Chief Executive Officer |
49 617 240-2501 |
|
stefan.keitel@hqholding.com |
kontakt@hqholding.com |
Am Pilgerrain 17 |
Bad Homburg v. d. Höhe |
|
61352 |
Germany |
Europe |
|
Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds |
1.981 |
€585M |
|
|
https://www.hqholding.com/ |
Harald Quandt Holding is a multi-family office based in Bad Homburg vor der Höhe, Germany.
HQ is one of the largest privately owned asset managers. Around 200 employees support professional investors, families and individuals at our locations in Bad Homburg, Düsseldorf, New York and Hong Kong. HQ manages and oversees assets of more than USD 60 billion.
Started in 1981 as a family office, HQ offers specialized financial services with a focus on alternative investments. HQ includes the global private equity investor HQ Capital and the multi-family office HQ Trust.
HQ Holding is significantly driven by the Group Executive Committee (GEC), which, in addition to Stefan Keitel and Malte Rippel, includes Christian Stadtmüller (HQ Trust) and Dr. Bernd Türk (HQ Capital), as well as one managing director from each of the two HQ financial service providers. |
MF |
|
|
Harald Quandt Holding GmbH |
Malte |
Rippel |
CFO & COO |
49 617 240-2501 |
|
malte.rippel@hqholding.com |
kontakt@hqholding.com |
Am Pilgerrain 17 |
Bad Homburg v. d. Höhe |
|
61352 |
Germany |
Europe |
https://www.linkedin.com/in/malte-rippel-45b364213/ |
Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds |
1.981 |
€585M |
|
|
https://www.hqholding.com/ |
Harald Quandt Holding is a multi-family office based in Bad Homburg vor der Höhe, Germany.
HQ is one of the largest privately owned asset managers. Around 200 employees support professional investors, families and individuals at our locations in Bad Homburg, Düsseldorf, New York and Hong Kong. HQ manages and oversees assets of more than USD 60 billion.
Started in 1981 as a family office, HQ offers specialized financial services with a focus on alternative investments. HQ includes the global private equity investor HQ Capital and the multi-family office HQ Trust.
HQ Holding is significantly driven by the Group Executive Committee (GEC), which, in addition to Stefan Keitel and Malte Rippel, includes Christian Stadtmüller (HQ Trust) and Dr. Bernd Türk (HQ Capital), as well as one managing director from each of the two HQ financial service providers. |
MF |
|
| 295 |
Harald Quandt Holdings |
Jochen |
Butz |
Managing Director, Head of Alternative Investments |
49 6172 402 853 |
49 6172 402 859 |
jochen.butz@hqtrust.de |
kontakt@hqtrust.de |
Am Pilgerrain 17 |
Bad Homburg v. d. Höhe |
|
61352 |
Germany |
Europe |
https://www.linkedin.com/in/jochen-butz-b81a25b9/ |
Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds |
2.006 |
|
|
https://www.linkedin.com/company/hq-trust-gmbh/ |
https://www.hqtrust.de/ |
HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. |
MF |
|
|
Harald Quandt Holdings |
Reiner |
Dietz |
Managing Director, Head of Liquid Investments |
49 6172 402 853 |
49 6172 402 859 |
reiner.dietz@hqtrust.de |
kontakt@hqtrust.de |
Am Pilgerrain 17 |
Bad Homburg v. d. Höhe |
|
61352 |
Germany |
Europe |
|
Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds |
2.006 |
|
|
https://www.linkedin.com/company/hq-trust-gmbh/ |
https://www.hqtrust.de/ |
HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. |
MF |
|
|
Harald Quandt Holdings |
Christian |
Stadtmüller |
Managing Director, CFO & COO |
49 6172 402 853 |
49 6172 402 859 |
christian.stadtmueller@hqtrust.de |
kontakt@hqtrust.de |
Am Pilgerrain 17 |
Bad Homburg v. d. Höhe |
|
61352 |
Germany |
Europe |
https://www.linkedin.com/in/christian-stadtm%C3%BCller-cfa-87694031/ |
Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds |
2.006 |
|
|
https://www.linkedin.com/company/hq-trust-gmbh/ |
https://www.hqtrust.de/ |
HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. |
MF |
|
|
Harald Quandt Holdings |
Christian |
Langosch |
Co-Head Real Estate |
49 6172 402 853 |
49 6172 402 859 |
christian.langosch@hqtrust.de |
kontakt@hqtrust.de |
Am Pilgerrain 17 |
Bad Homburg v. d. Höhe |
|
61352 |
Germany |
Europe |
https://www.linkedin.com/in/christian-langosch-05405218b/ |
Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds |
2.006 |
|
|
https://www.linkedin.com/company/hq-trust-gmbh/ |
https://www.hqtrust.de/ |
HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. |
MF |
|
|
Harald Quandt Holdings |
Arisla |
dos Santos |
Head of Private Equity & Private Debt |
49 6172 402 885 |
49 6172 402 859 |
arisla.dossantos@hqtrust.de |
kontakt@hqtrust.de |
Am Pilgerrain 17 |
Bad Homburg v. d. Höhe |
|
61352 |
Germany |
Europe |
https://www.linkedin.com/in/arisladossantos/ |
Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds |
2.006 |
|
arisla.santos@gmail.com |
https://www.linkedin.com/company/hq-trust-gmbh/ |
https://www.hqtrust.de/ |
HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. |
MF |
|
| 296 |
Harmony Advisors Limited |
Dimitrios |
Kavvathas |
Chief Investment Officer |
852 3628 2300 |
|
admin@nomisma.one |
admin@harmonyadvisors.com |
Alexandra House, Suite 3105, 18 Chater Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/dimitrios-kavvathas-3bb3654/ |
Global ETFs, Mutual Funds, Hedge Funds, Private Equity Funds |
2.015 |
|
|
http://www.dimitrios-kavvathas.com/
https://nomisma.one/ |
https://www.harmonyadvisors.com/ |
Harmony is a multi-family office/asset management company founded in 2015 and regulated by the Hong Kong Securities and Futures Commission for Type 1 (dealing in securities), Type 2 (dealing in futures contracts), Type 4 (advising on securities) and Type 9 (asset management) activities.
Harmony provides clients/investors with a broad suite of asset management, execution and advisory solutions that span a wide range of public and private investment opportunities globally.
In addition to managing in-house funds/discretionary accounts, Harmony specialises in developing customised investment programmes tailored to each client’s specific objectives. |
MF |
|
|
Harmony Advisors Limited |
Angel |
Young |
Chief Executive Officer |
852 3628 2300 |
|
admin@harmonyadvisors.com |
admin@harmonyadvisors.com |
Alexandra House, Suite 3105, 18 Chater Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/angel-young-harmony/ |
Global ETFs, Mutual Funds, Hedge Funds, Private Equity Funds |
2.015 |
|
|
https://www.linkedin.com/company/harmony-advisors-limited/ |
https://www.harmonyadvisors.com/ |
Harmony is a multi-family office/asset management company founded in 2015 and regulated by the Hong Kong Securities and Futures Commission for Type 1 (dealing in securities), Type 2 (dealing in futures contracts), Type 4 (advising on securities) and Type 9 (asset management) activities.
Harmony provides clients/investors with a broad suite of asset management, execution and advisory solutions that span a wide range of public and private investment opportunities globally.
In addition to managing in-house funds/discretionary accounts, Harmony specialises in developing customised investment programmes tailored to each client’s specific objectives. |
MF |
|
| 297 |
HARPER | FOSTER Family Advisory |
Annie |
Foster Freedland |
Principal |
(949) 484-9080 |
|
ann.foster.freedland@gmail.com |
howard@harperfoster.com |
840 Highland Drive |
Solana Beach |
CA |
92075 |
United States of America |
North America |
https://www.linkedin.com/in/annie-foster-freedland-a046948/ |
Alternative Investments including Hedge Funds, Private and Venture Investments |
2.003 |
|
|
https://www.linkedin.com/company/harper-foster-family-advisory/ |
http://www.harperfoster.com/ |
HARPER | FOSTER, a California-based Single Family Office focused on alternative investments and philanthropic activities. |
SF |
|
|
HARPER | FOSTER Family Advisory |
Howard |
Freedland |
Investor/Busniessman/Philanthropist |
(949) 484-9080 |
|
howard@harperfoster.com |
howard@harperfoster.com |
840 Highland Drive |
Solana Beach |
CA |
92075 |
United States of America |
North America |
https://www.linkedin.com/in/howfree/ |
Alternative Investments including Hedge Funds, Private and Venture Investments |
2.003 |
|
|
https://www.linkedin.com/company/harper-foster-family-advisory/ |
http://www.harperfoster.com/ |
HARPER | FOSTER, a California-based Single Family Office focused on alternative investments and philanthropic activities. |
SF |
|
| 298 |
Harris myCFO |
Rick |
Pomeroy |
Senior Managing Director |
|
(312) 293-4558 |
rfpomeroy@outlook.com |
investorservices@ctcmycfo.com |
111 West Monroe Street |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/richard-rick-pomeroy/ |
The company’s investment advisory services include investment analysis, asset allocation, manager selection, portfolio management, investment product due diligence, investment policy, portfolio strategy, investment performance monitoring, portfolio accounting, alternative investment tracking, and trading; and family office services include financial planning and coordination, wealth transfer planning, tax planning and compliance, risk management and insurance. |
1.999 |
$30B |
support.bmofamilyoffice@bmo.com |
https://www.linkedin.com/company/bmofamilyoffice/ |
https://www.ctcmycfo.com/ |
CTC | myCFO is a high touch, high service wealth consulting firm that delivers integrated solutions to ultra-affluent individuals, families and family offices. We offer independent investment consulting and the comprehensive services of a multi-family office. |
MF |
|
|
Harris myCFO |
Michael |
Finan |
Director & Family Office Services |
Direct: (503) 228-4300 |
(312) 293-4558 |
mike.finan@ctcmycfo.com |
investorservices@ctcmycfo.com |
2200 Geng Road, Suite 100 |
Palo Alto |
CA |
94303 |
United States of America |
North America |
https://www.linkedin.com/in/michael-finan-cfa-b7564637/ |
The company’s investment advisory services include investment analysis, asset allocation, manager selection, portfolio management, investment product due diligence, investment policy, portfolio strategy, investment performance monitoring, portfolio accounting, alternative investment tracking, and trading; and family office services include financial planning and coordination, wealth transfer planning, tax planning and compliance, risk management and insurance. |
1.999 |
$30B |
|
https://www.linkedin.com/company/bmofamilyoffice/ |
https://www.ctcmycfo.com/ |
CTC | myCFO is a high touch, high service wealth consulting firm that delivers integrated solutions to ultra-affluent individuals, families and family offices. We offer independent investment consulting and the comprehensive services of a multi-family office. |
MF |
|
|
Harris myCFO |
James |
Minich |
Managing Director |
Direct: (312) 461-3479 |
(312) 293-4558 |
james.minich@ctcmycfo.com |
investorservices@ctcmycfo.com |
111 West Monroe Street |
Chicago |
IL |
60603 |
United States of America |
North America |
https://www.linkedin.com/in/james-m-minich-991411129/ |
The company’s investment advisory services include investment analysis, asset allocation, manager selection, portfolio management, investment product due diligence, investment policy, portfolio strategy, investment performance monitoring, portfolio accounting, alternative investment tracking, and trading; and family office services include financial planning and coordination, wealth transfer planning, tax planning and compliance, risk management and insurance. |
1.999 |
$30B |
|
https://www.linkedin.com/company/bmofamilyoffice/ |
https://www.ctcmycfo.com/ |
CTC | myCFO is a high touch, high service wealth consulting firm that delivers integrated solutions to ultra-affluent individuals, families and family offices. We offer independent investment consulting and the comprehensive services of a multi-family office. |
MF |
|
|
Harris myCFO |
Robert |
Gray |
Chief Operating Officer |
Direct: (503) 228-4300 |
(650) 210-5051 |
robert.gray@ctcmycfo.com |
investorservices@ctcmycfo.com |
4380 SW Macadam Avenue, Suite 400 |
Portland |
OR |
97239 |
United States of America |
North America |
|
The company’s investment advisory services include investment analysis, asset allocation, manager selection, portfolio management, investment product due diligence, investment policy, portfolio strategy, investment performance monitoring, portfolio accounting, alternative investment tracking, and trading; and family office services include financial planning and coordination, wealth transfer planning, tax planning and compliance, risk management and insurance. |
1.999 |
$30B |
|
https://www.linkedin.com/company/bmofamilyoffice/ |
https://www.ctcmycfo.com/ |
CTC | myCFO is a high touch, high service wealth consulting firm that delivers integrated solutions to ultra-affluent individuals, families and family offices. We offer independent investment consulting and the comprehensive services of a multi-family office. |
MF |
|
| 299 |
Hasma Capital Advisors (UK) Ltd. |
Adrian |
Clear |
Financial Controller Hedge Funds, Operations, Fund Accounting, Private Equity |
44 751 410-6984 |
44 207 290-9569 |
aclear@gmail.com |
|
10 Bruton Street |
London |
|
W1J 6PX |
United Kingdom |
Europe |
https://www.linkedin.com/in/adrian-clear-bsc-ca-78b59170/ |
Hedge Funds, Operations, Fund Accounting, Private Equity |
2.008 |
|
|
https://www.linkedin.com/company/hasma-capital-advisors-uk-ltd/ |
http://www.hasmacapital.com/ |
Hasma Capital Advisors, a Single Family Office based in London and Hong Kong managing global investments portfolios across multiple asset classes, including fixed income, equities, hedge funds, private equity and real estate. |
SF |
Helena Kent, Investment Manager, https://www.linkedin.com/in/helena-threlfall-cfa-b1b94515/ |
|
Hasma Capital Advisors (UK) Ltd. |
Mamoun |
Askari |
Chief Executive Officer |
44 207 290-9560 |
44 207 290-9569 |
maskari@hasmacapital.com |
|
10 Bruton Street |
London |
|
W1J 6PX |
United Kingdom |
Europe |
https://www.linkedin.com/in/mamoun-askari-6b88045/ |
Hedge Funds, Operations, Fund Accounting, Private Equity |
2.008 |
|
|
https://www.linkedin.com/company/hasma-capital-advisors-uk-ltd/ |
http://www.hasmacapital.com/ |
Hasma Capital Advisors, a Single Family Office based in London and Hong Kong managing global investments portfolios across multiple asset classes, including fixed income, equities, hedge funds, private equity and real estate. |
SF |
Helena Kent, Investment Manager, https://www.linkedin.com/in/helena-threlfall-cfa-b1b94515/ |
| 300 |
HCIG Company |
Sanjay |
Mansukhani |
Chief Investment Officer |
Direct: (203) 977-6230 |
|
sanjay.mansukhani@towerswatson.com |
|
Suite 300, Four Landmark Square |
Stamford |
CT |
06901-2502 |
United States of America |
North America |
https://www.linkedin.com/in/sanjaymansukhani/ |
Equities, Fixed Income, Hedge Funds, Real Assets, Industrial Businesses |
2.021 |
|
|
|
https://www.linkedin.com/company/hcig/ |
HCIG Company, a LatAm Single Family Office. HCIG is the investment arm of a prominent Latin American family with controlling interests in industrial businesses recognized domestically and across international markets for their successful, sustained stewardship and world-class governance standards. Despite its roots that go back almost a century, the Family maintains a highly entrepreneurial orientation and actively pursues investment opportunities across sectors, especially those influenced by accelerated digitization.
As an asset owner, HCIG's investment philosophy follows an endowment-like approach of preserving and growing the Family's capital over multiple generations. Our long-term policy allows us to take on illiquidity risk in a portfolio that spans Equities, Fixed Income, Hedge Funds, Real Assets, and other Opportunistic investments. We actively invest in private assets, including direct company investments, leveraging our ability to identify attractive areas where the Family or the investment team have a competitive advantage, a highly informed point of view, or access to influential experts in specific domains. |
SF |
|
| 301 |
Headway Capital Partners |
Sebastian |
Junoy |
Partner |
44 207 518-8888 |
|
SJunoy@headwaycap.com |
info@headwaycap.com |
250 Tottenham Court Road |
London |
|
W1T 7QZ |
United Kingdom |
Europe |
|
Private Equity Funds, Hedge Funds, Banks, Corporations, Insurance Companies, Pension Funds, Endowments and Foundations, Family Offices and Individuals |
|
€372M |
|
|
https://www.headwaycap.com/ |
Founded in 2004, Headway Capital is an independent investment firm providing a full range of liquidity solutions to investors seeking exits or alternatives for their private equity assets.
Headway Capital purchases limited partnership positions in private equity funds, portfolios of direct private equity investments, and minority stakes in single companies. Headway Capital also leads and participates in tail end transactions, provision of liquidity facilities for private equity portfolios, fund restructurings and GP led transactions. We specialise in small to mid size secondary transactions (< €50 million) and invest globally with a focus on Western Europe and North America.
Headway Capital provides effective, customised liquidity solutions tailored to meet each seller's unique needs and objectives. We have significant experience structuring and executing complex secondary transactions, particularly secondary direct portfolios and structured secondary transactions. |
Private Equity |
|
| 302 |
Healey Development LLC |
Thomas |
Healey |
Founder & Managing Partner |
(973) 656-1818 |
(973) 656-1880 |
tom.healey@healeydev.com |
|
310 South Street |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-j-healey-67861b9/ |
Hedge Fund of Funds, Private Equity |
2.002 |
|
|
|
http://www.healeydev.com/ |
Healey Development is a Family Office based in Morristown, New Jersey. Founded by a former partner of Goldman, Sachs & Co., it has four primary business activities:
1- Portfolio management, planning and reporting for a Family Office.
2- Principal investments in investment management businesses, through a deliberate strategy of partnership and co-investment in inefficient asset classes and less common investment strategies.
3- Charitable activities primarily directed through a Private Foundation.
4- Research and written works focused on issues involving U.S. Financial Policy, particularly regulation and entitlements as well as investment topics. |
SF |
|
|
Healey Development LLC |
John |
Hagerty |
Partner |
(973) 656-1818 |
(973) 656-1880 |
john.hagerty@healeydev.com |
|
310 South Street |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/john-hagerty-3969862/ |
Hedge Fund of Funds, Private Equity |
2.002 |
|
|
|
http://www.healeydev.com/ |
Healey Development is a Family Office based in Morristown, New Jersey. Founded by a former partner of Goldman, Sachs & Co., it has four primary business activities:
1- Portfolio management, planning and reporting for a Family Office.
2- Principal investments in investment management businesses, through a deliberate strategy of partnership and co-investment in inefficient asset classes and less common investment strategies.
3- Charitable activities primarily directed through a Private Foundation.
4- Research and written works focused on issues involving U.S. Financial Policy, particularly regulation and entitlements as well as investment topics. |
SF |
|
|
Healey Development LLC |
Melanie |
Hudson |
Executive Director |
(973) 656-1818 |
(973) 656-1880 |
melanie.hudson@healeydev.com |
|
310 South Street |
Morristown |
NJ |
07960 |
United States of America |
North America |
https://www.linkedin.com/in/melanie-hudson-6372918/ |
Hedge Fund of Funds, Private Equity |
2.002 |
|
|
|
http://www.healeydev.com/ |
Healey Development is a Family Office based in Morristown, New Jersey. Founded by a former partner of Goldman, Sachs & Co., it has four primary business activities:
1- Portfolio management, planning and reporting for a Family Office.
2- Principal investments in investment management businesses, through a deliberate strategy of partnership and co-investment in inefficient asset classes and less common investment strategies.
3- Charitable activities primarily directed through a Private Foundation.
4- Research and written works focused on issues involving U.S. Financial Policy, particularly regulation and entitlements as well as investment topics. |
SF |
|
| 303 |
Hedge Invest S.G.R. |
Elisabetta |
Manuli |
Vice President |
39 02 667 441 |
39 02 6674450 |
elisabetta.manuli@hedgeinvest.it |
info@hedgeinvest.it |
Via Vittor Pisani, 22 |
Milano |
|
20124 |
Italy |
Europe |
|
|
|
€200M |
|
|
https://www.hedgeinvest.it/ |
Hedge Invest, an independent management/investment company specialised in the creation and management of funds of hedge funds. |
Fund-of-Fund |
|
|
Hedge Invest S.G.R. |
Paolo |
Massi |
Vice President |
39 02 667 441 |
39 02 6674450 |
paolo_massi@hotmail.com |
info@hedgeinvest.it |
Via Vittor Pisani, 22 |
Milano |
|
20124 |
Italy |
Europe |
https://www.linkedin.com/in/paolo-massi-05959b15/ |
|
|
€200M |
|
|
https://www.hedgeinvest.it/ |
Hedge Invest, an independent management/investment company specialised in the creation and management of funds of hedge funds. |
Fund-of-Fund |
|
| 304 |
HELMS Family Office SA |
Waheed |
Hussain |
Founder & Managing Director |
41 223 100 735 |
41 223 100 739 |
investorrelations@helmsfo.com |
info@helmsfo.com |
Rue Neuve du Molard 8 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/waheed-hussain-tep-ppgd-pwa-26919325/ |
Asset Management, Hedge Funds, Private Equity, Venture Capital, Real Estate, Alternative Investments |
2.019 |
|
|
https://helmsfamilyoffice.com/about-us/
https://www.linkedin.com/in/helms-family-office-17179b212/ |
https://helmsfamilyoffice.com/ |
HELMS prides itself on being an atypical Multi-Family Office and Asset Manager, as we tend to deviate from such traditional methodologies and approaches of investment. We keep an open outlook and do not believe in employing traditional investment strategies and approaches for the long-term, as we recognise the importance of being fluid in conjunction with an ever-changing financial marketplace and climate.
With this in mind, our investment strategies have robust and efficient diversified perspectives, with risk management at the core and constantly being revived in order to evolve and advance with the rapid changes to our environment. Clients’ multi-asset class portfolios are built by us to last and advance with changing political, economic and social vicissitudes. We want to add real value to our client base and pursue this goal with clear guidelines and total commitment. Being partners means more than just providing advice based on products from the market. |
MF |
London Office:
The Nova Building, 6th Floor
11 Bressenden Pl, Westminster
London, SW1E 5BY
United Kingdom |
| 305 |
Heritage Family Office Partners Ltd |
Terence |
Klingman |
Chief Investment Officer |
972 9 890 0555 |
|
|
info@heritagefamoffice.com |
P.O. Box 4015, Business Park |
Herzliya |
|
4614001 |
Israel |
Asia |
https://www.linkedin.com/in/terence-klingman-8238212/ |
Venture Capital, Hedge Fund, Family office, Investment Banking |
2.018 |
|
|
https://www.linkedin.com/company/heritage-family-office-partners-ltd/ |
https://www.heritagefamoffice.com/ |
Heritage Family Office is a boutique global multi-family office servicing a select number of families. We build and grow these relationships by advising and servicing families with regard to wealth management, succession planning and philanthropy.
* We are a bi-lingual multi-family office whose founders have decades of cumulative shared experience with international families.
* We support complex requirements of families traversing international structures, including inter alia global investment advisory, fiduciary & taxation planning/monitoring, client representation and routine administration.
* We cater to international families based in Israel and outside of Israel.
* We have wide experience & expertise in assisting new immigrant families to Israel, optimizing their financial integration by addressing diverse issues such as tax planning, integrating domestic and global financial investments and property considerations.
* We have special expertise in serving international families with Israel focused investments & philanthropic interests. |
MF |
Office Address:
Herzliya Business Park, 4th Floor, Building A, 8 Maskit Street
Herzliya Pituach
Israel |
|
Heritage Family Office Partners Ltd |
Michael |
Silver |
Co-Founder |
972 9 890 0555 |
|
|
info@heritagefamoffice.com |
P.O. Box 4015, Business Park |
Herzliya |
|
4614001 |
Israel |
Asia |
https://www.linkedin.com/in/michael-silver-585624173/ |
Venture Capital, Hedge Fund, Family office, Investment Banking |
2.018 |
|
|
https://www.linkedin.com/company/heritage-family-office-partners-ltd/ |
https://www.heritagefamoffice.com/ |
Heritage Family Office is a boutique global multi-family office servicing a select number of families. We build and grow these relationships by advising and servicing families with regard to wealth management, succession planning and philanthropy.
* We are a bi-lingual multi-family office whose founders have decades of cumulative shared experience with international families.
* We support complex requirements of families traversing international structures, including inter alia global investment advisory, fiduciary & taxation planning/monitoring, client representation and routine administration.
* We cater to international families based in Israel and outside of Israel.
* We have wide experience & expertise in assisting new immigrant families to Israel, optimizing their financial integration by addressing diverse issues such as tax planning, integrating domestic and global financial investments and property considerations.
* We have special expertise in serving international families with Israel focused investments & philanthropic interests. |
MF |
Office Address:
Herzliya Business Park, 4th Floor, Building A, 8 Maskit Street
Herzliya Pituach
Israel |
| 306 |
Heritage Wealth Counselors |
Jack |
Sullivan |
Chief Executive Officer |
(973) 402-2000 |
(973) 331-0225 |
jack@heritagewealth.com |
heritageinfo@heritagewealth.com |
429 Rockaway Valley Rd., Suite 500 |
Boonton Township |
NJ |
7005 |
United States of America |
North America |
https://www.linkedin.com/in/jesullivan/ |
Private Equity, Hedge Funds, and Real Estate |
1.998 |
|
|
https://www.linkedin.com/company/heritage-wealth-counselors/about/ |
http://www.heritagewealth.com/ |
Heritage Wealth Counselors embodies the new model for the Family Office where traditionally large staffs of dedicated professionals have provided custody, reporting, investment management and a variety of other services to families. Heritage Wealth Counselors Family Office Services offers a full range of support with concentration on roles as chief advisor to the family, investment review or management, financial administration, trustee services and back-office support services. |
MF |
|
|
Heritage Wealth Counselors |
Mark |
Butler |
CPA, Wealth & Investment Advisor |
(973) 402-2000 |
(973) 331-0225 |
mark@heritagewealth.com |
heritageinfo@heritagewealth.com |
429 Rockaway Valley Rd., Suite 500 |
Boonton Township |
NJ |
7005 |
United States of America |
North America |
https://www.linkedin.com/in/mark-butler-38136b29/ |
Private Equity, Hedge Funds, and Real Estate |
1.998 |
|
|
https://www.linkedin.com/company/heritage-wealth-counselors/about/ |
http://www.heritagewealth.com/ |
Heritage Wealth Counselors embodies the new model for the Family Office where traditionally large staffs of dedicated professionals have provided custody, reporting, investment management and a variety of other services to families. Heritage Wealth Counselors Family Office Services offers a full range of support with concentration on roles as chief advisor to the family, investment review or management, financial administration, trustee services and back-office support services. |
MF |
|
| 307 |
HF Capital, LLC |
Morrow |
Bailey |
Managing Director |
Direct: (901) 761-7979 |
|
|
|
502 Union Ave. |
Knoxville |
TN |
37902 |
United States of America |
North America |
https://www.linkedin.com/in/morrow-bailey-026b215/ |
Funds, Private Equity Funds, Hedge Funds, Alternative Investments, Fund-of-Funds, FOF |
|
|
investorinfo@walnutgrovecapital.com |
http://www.walnutgrove.com/ |
https://www.linkedin.com/company/hf-capital/ |
HF Capital is a newly-formed single-family office serving multiple generations of the Haslam family. Our mission is to provide wealth management, estate planning, and support services to each family member. We manage a highly diversified portfolio with a long-term focus that includes an active direct private investment effort. |
SF |
|
|
HF Capital, LLC |
Todd |
Skelton |
General Counsel |
Direct: (615) 253-7471 |
|
todd.skelton@tn.gov |
|
502 Union Ave. |
Knoxville |
TN |
37902 |
United States of America |
North America |
https://www.linkedin.com/in/tbskelton/ |
Funds, Private Equity Funds, Hedge Funds, Alternative Investments, Fund-of-Funds, FOF |
|
|
|
https://www.tn.gov/workforce/contact-the-department0/boards---commissions/boards---commissions-redirect/state-workforce-development-board/governor-s-realignment-letter.html |
https://www.linkedin.com/company/hf-capital/ |
HF Capital is a newly-formed single-family office serving multiple generations of the Haslam family. Our mission is to provide wealth management, estate planning, and support services to each family member. We manage a highly diversified portfolio with a long-term focus that includes an active direct private investment effort. |
SF |
|
|
HF Capital, LLC |
Andrew |
Seamons |
Chief Investment Officer |
|
|
aseamons@pittcomanagement.com |
|
502 Union Ave. |
Knoxville |
TN |
37902 |
United States of America |
North America |
https://www.linkedin.com/in/andrewseamons/ |
Funds, Private Equity Funds, Hedge Funds, Alternative Investments, Fund-of-Funds, FOF |
|
|
|
https://monogramfoods.com/who-we-are/our-leadership/ |
https://www.linkedin.com/company/hf-capital/ |
HF Capital is a newly-formed single-family office serving multiple generations of the Haslam family. Our mission is to provide wealth management, estate planning, and support services to each family member. We manage a highly diversified portfolio with a long-term focus that includes an active direct private investment effort. |
SF |
|
|
HF Capital, LLC |
Jennifer |
Oswalt |
COO & CFO |
|
|
oswalt@downtownmemphis.com |
|
502 Union Ave. |
Knoxville |
TN |
37902 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-oswalt-a7a3294/ |
Funds, Private Equity Funds, Hedge Funds, Alternative Investments, Fund-of-Funds, FOF |
|
|
|
https://downtownmemphis.com/wp-content/uploads/2020/07/60_S_Main_Letter_Request_PILOT_Consent__Washburn-13.pdf |
https://www.linkedin.com/company/hf-capital/ |
HF Capital is a newly-formed single-family office serving multiple generations of the Haslam family. Our mission is to provide wealth management, estate planning, and support services to each family member. We manage a highly diversified portfolio with a long-term focus that includes an active direct private investment effort. |
SF |
|
| 308 |
Hidaka Family Office |
Nobuyuki |
Hidaka |
Chief Investment Officer |
|
|
a.nobuyuki.hidaka@gmail.com |
|
|
Tokyo |
|
|
Japan |
Asia |
https://www.linkedin.com/in/nobuyuki-hidaka-7a2377170/ |
Hedge Funds, Real Estate |
2.009 |
|
|
|
|
Hidaka Family Office is a single family office for the Hidaka Family with offices in Tokyo and Los Angeles. |
SF |
|
| 309 |
HighBrook Investors |
Alexander |
Giergen |
Vice President |
(561) 421-4410 |
|
agiergen@highbrookinvestors.com |
info@highbrookinvestors.com |
360 South Rosemary Avenue, Suite 1020 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/alexandergiergen/ |
Property, Real Estate, Multifamily Real Estate, Residential Real Estate, Single Family Real Estate |
2.010 |
€1B |
|
https://www.linkedin.com/company/highbrookinvestors/ |
http://highbrookinvestors.com/ |
HighBrook Investors is a real estate private equity firm that was founded in 2010 as a unique entity blending best practices from both the private equity and hedge fund industries. As a value-oriented investor, we acquire and actively manage property investments across North America and Europe which are typically in need of repositioning or restructuring. The HighBrook team specializes in recapitalizing properties that are encumbered by complicated structures, and in transactions that typically require speed, flexibility and substantial capital infusions. As a nimble and well-capitalized player, we are uniquely positioned to source and execute on compelling risk-adjusted investment opportunities. |
PERE |
|
|
HighBrook Investors |
Shannon |
Goldrick Cornell |
Senior Vice President |
(561) 421-4410 |
|
scornell@highbrookinvestors.com |
info@highbrookinvestors.com |
360 South Rosemary Avenue, Suite 1020 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/shannongoldrick/ |
Property, Real Estate, Multifamily Real Estate, Residential Real Estate, Single Family Real Estate |
2.010 |
€1B |
|
https://www.linkedin.com/company/highbrookinvestors/ |
http://highbrookinvestors.com/ |
HighBrook Investors is a real estate private equity firm that was founded in 2010 as a unique entity blending best practices from both the private equity and hedge fund industries. As a value-oriented investor, we acquire and actively manage property investments across North America and Europe which are typically in need of repositioning or restructuring. The HighBrook team specializes in recapitalizing properties that are encumbered by complicated structures, and in transactions that typically require speed, flexibility and substantial capital infusions. As a nimble and well-capitalized player, we are uniquely positioned to source and execute on compelling risk-adjusted investment opportunities. |
PERE |
|
|
HighBrook Investors |
Ryan |
Hughes |
Vice President |
(561) 421-4410 |
|
rhughes@highbrookinvestors.com |
info@highbrookinvestors.com |
360 South Rosemary Avenue, Suite 1020 |
West Palm Beach |
FL |
33401 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-hughes-28806a30/ |
Property, Real Estate, Multifamily Real Estate, Residential Real Estate, Single Family Real Estate |
2.010 |
€1B |
|
https://www.linkedin.com/company/highbrookinvestors/ |
http://highbrookinvestors.com/ |
HighBrook Investors is a real estate private equity firm that was founded in 2010 as a unique entity blending best practices from both the private equity and hedge fund industries. As a value-oriented investor, we acquire and actively manage property investments across North America and Europe which are typically in need of repositioning or restructuring. The HighBrook team specializes in recapitalizing properties that are encumbered by complicated structures, and in transactions that typically require speed, flexibility and substantial capital infusions. As a nimble and well-capitalized player, we are uniquely positioned to source and execute on compelling risk-adjusted investment opportunities. |
PERE |
|
| 310 |
Holbein Partners LLP |
Stephen |
Jones |
Chief Investment Officer |
44 203 195-6510 |
|
stephen.jones@holbeinpartners.com |
enquiries@holbeinpartners.com |
58 Grosvenor Street |
London |
|
W1K 3JB |
United Kingdom |
Europe |
https://www.linkedin.com/in/stephen-jones-9599b61b/ |
Alternative Investments, M&A |
2.006 |
$650M |
|
https://www.linkedin.com/in/asia-chabelska-cfa-6206aa22/
http://www.hacking-happiness.co/team-profiles/ |
https://www.holbeinpartners.com/ |
Holbein is a multi-family office partnership which mission is to provide a few selected families with advice about strategic wealth consolidation, succession plans, charitable foundations or asset management. |
MF |
80 Victoria Street
London SW1E 5JL
UK |
| 311 |
Hollenbeck Family Office |
Andrew |
Hollenbeck |
General Counsel |
(312) 525-5713 |
|
andrew.hollenbeck@ubs.com |
|
1285 Avenue of the Americas |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/andy-hollenbeck-36b2b56/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
2.021 |
|
|
|
|
Experienced asset management and family office general counsel and private fund professional with national law firm experience and undergraduate majors in finance and accounting. Focused on finding creative solutions to achieve business goals while thoughtfully managing risk. Effective transactional lawyer with respected business judgment. Experienced at distilling complex regulation into practical business advice. Hands-on approach to managing outside counsel, legal expenses and closing deals on time. Enjoy process improvement and mentoring junior team members. |
SF |
|
| 312 |
Horizon21 AG |
Stefan |
Masek |
Chief Executive Officer |
41 554 152 000 |
41 554 152 001 |
stefan.masek@horizon21.com |
info@horizon21.com |
Poststrasse 4 |
Pfaeffikon SZ |
|
8808 |
Switzerland |
Europe |
https://www.linkedin.com/in/stefan-masek-5523095/ |
|
|
|
|
|
http://www.horizon21.com/ |
Horizon21 Alternative Investments is a privately owned investment manager. The firm provides its services to institutional and private investors. It manages hedge funds, infrastructure investments, and insurance-linked securities. The firm invests in the public equity, commodities, and commodity-related markets. It typically invests in natural resources and infrastructure sector. |
Fund-of-Fund |
|
|
Horizon21 AG |
Adrian |
Janser |
Head of Investment Office |
41 554 152 000 |
41 554 152 001 |
adrian.janser@horizon21.com |
info@horizon21.com |
Poststrasse 4 |
Pfaeffikon SZ |
|
8808 |
Switzerland |
Europe |
https://www.linkedin.com/in/adrian-janser-63052651/ |
|
|
|
|
|
http://www.horizon21.com/ |
Horizon21 Alternative Investments is a privately owned investment manager. The firm provides its services to institutional and private investors. It manages hedge funds, infrastructure investments, and insurance-linked securities. The firm invests in the public equity, commodities, and commodity-related markets. It typically invests in natural resources and infrastructure sector. |
Fund-of-Fund |
|
|
Horizon21 AG |
Daniel |
Sidler |
CTO |
41 554 152 000 |
41 554 152 001 |
daniel.sidler@horizon21.com |
info@horizon21.com |
Freigutstrasse 12 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/dsidler/ |
Alternative Investments (FoHFs), Portfolio Management, Compliance and Controlling Function, Family Office Services |
2.004 |
€735M |
|
https://www.linkedin.com/in/stefan-o-stotz-b814628/ |
https://www.horizon21.com/ |
Horizon21 is a Single Family Office with the purpose of serving the needs of the founder of the firm and his family. Horizon21 was founded in 2004 and employs about 10 people, with headquarters in Pfaeffikon SZ, Switzerland. The company is privately owned by its founder. |
SF |
|
|
Horizon21 AG |
Stefan |
Masek |
Chief Executive Officer |
41 554 152 000 |
41 554 152 001 |
stefan.masek@horizon21.com |
info@horizon21.com |
Freigutstrasse 12 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/stephan-masek-5523095/ |
Alternative Investments (FoHFs), Portfolio Management, Compliance and Controlling Function, Family Office Services |
2.004 |
€735M |
|
https://www.linkedin.com/company/horizon21/ |
https://www.horizon21.com/ |
Horizon21 is a Single Family Office with the purpose of serving the needs of the founder of the firm and his family. Horizon21 was founded in 2004 and employs about 10 people, with headquarters in Pfaeffikon SZ, Switzerland. The company is privately owned by its founder. |
SF |
|
|
Horizon21 AG |
Adrian |
Janser |
Head of Investment Office |
41 554 152 440 |
41 554 152 001 |
adrian.janser@horizon21.com |
info@horizon21.com |
Freigutstrasse 12 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/adrian-janser-63052651/ |
Alternative Investments (FoHFs), Portfolio Management, Compliance and Controlling Function, Family Office Services |
2.004 |
€735M |
|
https://www.linkedin.com/company/horizon21/ |
https://www.horizon21.com/ |
Horizon21 is a Single Family Office with the purpose of serving the needs of the founder of the firm and his family. Horizon21 was founded in 2004 and employs about 10 people, with headquarters in Pfaeffikon SZ, Switzerland. The company is privately owned by its founder. |
SF |
|
| 313 |
Horsman Holdings LLC |
Patrick |
Horsman |
Managing Partner |
(212) 227-6297 |
|
ph@cashmere.capital |
info@horsmanholdings.com |
1111 Kane Concourse, Suite 603 |
Miami Beach |
FL |
33154 |
United States of America |
North America |
https://www.linkedin.com/in/patrickhorsman/ |
Alternative Investments Hedge Funds, Private Equity, Real Estate, Direct Venture focused on Esoteric Niche Strategies, Litigation, Agriculture, Insurance, Technology |
2.008 |
|
PH@CoralCapital.io |
https://www.cashmere.capital/team/patrick-horsman-cfa/
https://www.patrickhorsmanfoundation.com/
https://www.coralcapital.io/team |
http://www.horsmanholdings.com/ |
Single Family Office for the Horsman Family, Trusts, Insurance Companies and related Entities. Invested predominantly in alternative investments hedge funds, private equity, real estate, direct venture. Focused on esoteric niche strategies, Litigation, Agriculture, Insurance, Technology, etc. |
SF |
|
|
Horsman Holdings LLC |
Russell |
Gross |
Chief Investment Officer |
(305) 290-6020 |
|
rg@cashmere.capital |
info@horsmanholdings.com |
1111 Kane Concourse, Suite 603 |
Miami Beach |
FL |
33154 |
United States of America |
North America |
https://www.linkedin.com/in/russell-g-2a4493/ |
Alternative Investments Hedge Funds, Private Equity, Real Estate, Direct Venture focused on Esoteric Niche Strategies, Litigation, Agriculture, Insurance, Technology |
2.008 |
|
|
https://www.cashmere.capital/team/russell-gross/ |
http://www.horsmanholdings.com/ |
Single Family Office for the Horsman Family, Trusts, Insurance Companies and related Entities. Invested predominantly in alternative investments hedge funds, private equity, real estate, direct venture. Focused on esoteric niche strategies, Litigation, Agriculture, Insurance, Technology, etc. |
SF |
|
| 314 |
HP Wealth Management (S) Pte Ltd. |
Edwin |
Chan |
Senior Portfolio Manager |
65 6603 9792 |
65 6603 9791 |
edwin.chan@hpwm.sg |
enquiries@hpwm.sg |
137 Telok Ayer Street, #08-05 |
Singapore |
|
068602 |
Singapore |
Asia |
https://www.linkedin.com/in/edwin-chan-cfa-81b6a949/ |
Private Equity, Bonds and Alternatives Investments, Real Estate, Commodities and Hedge Funds |
2.009 |
$770M |
|
https://www.linkedin.com/company/horus-partners-wealth-management-group-sa/ |
https://www.hpwm.sg/ |
HPWM is an independent wealth management/multi-family office founded in Singapore in 2009 that provides independent advice and tailor-made investment management services to high-net-worth individuals and families. The firm needed top-tier managers for its growing portfolio of alternatives. |
MF |
|
|
HP Wealth Management (S) Pte Ltd. |
Michael |
Foo |
Chief Investment Officer & Partner |
65 6603 9797 |
65 6603 9791 |
michael.foo@hpwm.sg |
enquiries@hpwm.sg |
137 Telok Ayer Street, #08-05 |
Singapore |
|
068602 |
Singapore |
Asia |
https://www.linkedin.com/in/michael-foo-b3a41116/ |
Private Equity, Bonds and Alternatives Investments, Real Estate, Commodities and Hedge Funds |
2.009 |
$770M |
|
https://www.linkedin.com/company/horus-partners-wealth-management-group-sa/ |
https://www.hpwm.sg/ |
HPWM is an independent wealth management/multi-family office founded in Singapore in 2009 that provides independent advice and tailor-made investment management services to high-net-worth individuals and families. The firm needed top-tier managers for its growing portfolio of alternatives. |
MF |
|
|
HP Wealth Management (S) Pte Ltd. |
Urs |
Brutsch |
Managing Partner & Founder |
65 6603 9799 |
65 6603 9791 |
urs.brutsch@hpwm.sg |
enquiries@hpwm.sg |
137 Telok Ayer Street, #08-05 |
Singapore |
|
068602 |
Singapore |
Asia |
https://www.linkedin.com/in/urs-brutsch-7b9aa18/ |
Private Equity, Bonds and Alternatives Investments, Real Estate, Commodities and Hedge Funds |
2.009 |
$770M |
|
https://www.linkedin.com/company/horus-partners-wealth-management-group-sa/ |
https://www.hpwm.sg/ |
HPWM is an independent wealth management/multi-family office founded in Singapore in 2009 that provides independent advice and tailor-made investment management services to high-net-worth individuals and families. The firm needed top-tier managers for its growing portfolio of alternatives. |
MF |
|
| 315 |
HRK Group, Inc. |
Jill |
Koosmann |
President & CEO |
(651) 436-3544 |
(612) 333-0432 |
jillkoosmann@hrkgroup.com |
info@hrkgroup.com |
345 Saint Peter Street, Suite 1200 |
Saint Paul |
MN |
55102 |
United States of America |
North America |
https://www.linkedin.com/in/jill-koosmann-76913b4/ |
Arts, Private Equity, Venture Capital, Hedge Funds |
1.996 |
|
|
http://www.dovetailinc.org/people/Jill%20Koosmann_n340?prefix=%2Fabout_us%2Fpeople |
https://hrkfoundation.org/ |
HRK Group, a single-family office for the Andersen Window Family |
SF |
|
|
HRK Group, Inc. |
Kim |
Kusilek |
Chief Financial Officer |
(651) 298-0550 |
|
kimkusilek@hrkgroup.com |
info@hrkgroup.com |
345 Saint Peter Street, Suite 1200 |
Saint Paul |
MN |
55102 |
United States of America |
North America |
https://www.linkedin.com/in/kim-kusilek-85760a99/ |
Arts, Private Equity, Venture Capital, Hedge Funds |
1.996 |
|
lcoughlin@hrkgroup.com |
|
https://hrkfoundation.org/ |
HRK Group, a single-family office for the Andersen Window Family |
SF |
|
| 316 |
HRS Management LLC |
Joel |
Karansky |
General Counsel |
|
(212) 515-3251 |
jkaransky@hrsmgmt.com |
|
600 Madison Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/joel-karansky-20796b13/ |
Private Equity, Hedge Funds |
|
$3.6B |
|
https://www.apollo.com/ |
https://www.linkedin.com/company/hrs-management-llc/ |
HRS Management is a large single family office investing across multiple industries, platforms, and asset classes. HRS Management, is the family office of Josh Harris, co-founder of Apollo Global Management. |
SF |
|
|
HRS Management LLC |
Steve |
Kaseta |
Co-Founder, Chief Investment Officer, Lead Portfolio Manager & Chief Market Strategist |
|
(212) 515-3251 |
skaseta@alumni.harvard.edu |
adai@apollo.com |
600 Madison Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/stevekaseta-cfa/ |
Private Equity, Hedge Funds |
|
$3.6B |
|
https://www.apollo.com/ |
https://www.linkedin.com/company/hrs-management-llc/ |
HRS Management is a large single family office investing across multiple industries, platforms, and asset classes. HRS Management, is the family office of Josh Harris, co-founder of Apollo Global Management. |
SF |
|
|
HRS Management LLC |
Erik |
Moody |
Chief Operating Officer & Chief Financial Officer |
|
(212) 515-3251 |
emoody@hrsmgmt.com |
adai@apollo.com |
600 Madison Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/erik-moody-b409375/ |
Private Equity, Hedge Funds |
|
$3.6B |
|
https://www.apollo.com/ |
https://www.linkedin.com/company/hrs-management-llc/ |
HRS Management is a large single family office investing across multiple industries, platforms, and asset classes. HRS Management, is the family office of Josh Harris, co-founder of Apollo Global Management. |
SF |
|
| 317 |
Hudson Advisor Services, Inc. |
David |
Burrows |
President |
(716) 852-7628 |
(716) 852-4591 |
dburrows@hudsonadvisors.com |
admin@hudsonadvisors.com |
237 Main Street, Suite 600 |
Buffalo |
NY |
14203 |
United States of America |
North America |
|
Asset Allocation, Equities, Fixed Income, Alternative Investments |
1.994 |
$235.6M |
|
https://www.linkedin.com/company/hudson-advisor-services/ |
http://hudsonadvisorservices.com/ |
At Hudson Advisor Services, we focus on all the requirements of the family or institutions with whom we work. In many cases, this means portfolio management solely. For other clients, we can operate as their complete private back office. |
MF |
|
|
Hudson Advisor Services, Inc. |
Jeremy |
Hudson |
Vice President |
(716) 852-7628 |
(716) 852-4591 |
jhudson@hudsonadvisors.com |
admin@hudsonadvisors.com |
237 Main Street, Suite 600 |
Buffalo |
NY |
14203 |
United States of America |
North America |
https://www.linkedin.com/in/jeremy-hudson-0a577411/ |
Asset Allocation, Equities, Fixed Income, Alternative Investments |
1.994 |
$235.6M |
|
https://www.linkedin.com/company/hudson-advisor-services/ |
http://hudsonadvisorservices.com/ |
At Hudson Advisor Services, we focus on all the requirements of the family or institutions with whom we work. In many cases, this means portfolio management solely. For other clients, we can operate as their complete private back office. |
MF |
|
|
Hudson Advisor Services, Inc. |
William |
Hudson |
CFP®, Investment Consultant |
(716) 852-7628 |
(716) 852-4591 |
bhudson3@hudsonadvisors.com |
admin@hudsonadvisors.com |
237 Main Street, Suite 600 |
Buffalo |
NY |
14203 |
United States of America |
North America |
|
Asset Allocation, Equities, Fixed Income, Alternative Investments |
1.994 |
$235.6M |
|
https://www.linkedin.com/company/hudson-advisor-services/ |
http://hudsonadvisorservices.com/ |
At Hudson Advisor Services, we focus on all the requirements of the family or institutions with whom we work. In many cases, this means portfolio management solely. For other clients, we can operate as their complete private back office. |
MF |
|
|
Hudson Advisor Services, Inc. |
William |
Hudson |
CEO, Chairman, Founder |
(716) 852-7628 |
(716) 852-4591 |
whudson@hudsonadvisors.com |
admin@hudsonadvisors.com |
237 Main Street, Suite 600 |
Buffalo |
NY |
14203 |
United States of America |
North America |
https://www.linkedin.com/in/william-hudson-cfp-30187815/ |
Asset Allocation, Equities, Fixed Income, Alternative Investments |
1.994 |
$235.6M |
|
https://www.linkedin.com/company/hudson-advisor-services/ |
http://hudsonadvisorservices.com/ |
At Hudson Advisor Services, we focus on all the requirements of the family or institutions with whom we work. In many cases, this means portfolio management solely. For other clients, we can operate as their complete private back office. |
MF |
|
| 318 |
Huizenga Capital Management |
David |
Erhardt |
Vice President |
(630) 990-2100 |
(630) 990-2110 |
derhardt@huizengacapital.com |
info@huizengacapital.com |
2215 York Road, Suite 500 |
Oakbrook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/david-erhardt-caia-46b50521/ |
Private Equity, Venture Capital, Hedge Funds, Public Securities, Real Estate, Oil & Gas |
1.990 |
|
|
https://www.linkedin.com/company/huizenga-capital-management/ |
https://www.huizenga.capital/ |
Huizenga Capital Management (“HCM”) is the family office for the Huizenga family. HCM was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its “2012 Family Office of the Year”. |
SF |
|
|
Huizenga Capital Management |
Brad |
Bryndal |
Managing Director |
(630) 990-2100 |
(630) 990-2110 |
bbryndal@huizengacapital.com |
info@huizengacapital.com |
2215 York Road, Suite 500 |
Oakbrook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/brad-bryndal-45092a2/ |
Private Equity, Venture Capital, Hedge Funds, Public Securities, Real Estate, Oil & Gas |
1.990 |
|
|
https://www.linkedin.com/company/huizenga-capital-management/ |
https://www.huizenga.capital/ |
Huizenga Capital Management (“HCM”) is the family office for the Huizenga family. HCM was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its “2012 Family Office of the Year”. |
SF |
|
|
Huizenga Capital Management |
David |
Bradley |
President |
(630) 990-2100 |
(630) 990-2110 |
dbradley@huizengacapital.com |
info@huizengacapital.com |
2215 York Road, Suite 500 |
Oakbrook |
IL |
60523 |
United States of America |
North America |
https://www.linkedin.com/in/david-bradley-18066a25/ |
Private Equity, Venture Capital, Hedge Funds, Public Securities, Real Estate, Oil & Gas |
1.990 |
|
|
https://www.linkedin.com/company/huizenga-capital-management/ |
https://www.huizenga.capital/ |
Huizenga Capital Management (“HCM”) is the family office for the Huizenga family. HCM was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its “2012 Family Office of the Year”. |
SF |
|
| 319 |
Hume Partners Pty Ltd |
Ross |
Burney |
Chief Executive Officer |
61 4 0743 9700 |
61 3 9629 5226 |
ross@humepartners.com.au |
info@humepartners.com.au |
Level 31, 367 Collins Street |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/ross-burney-3a88abb4/ |
Alternative Investments |
2.015 |
$20M |
|
|
https://www.humepartners.com.au/ |
Hume Partners, a multi-family office investment house. |
MF |
|
| 320 |
Humilis, LLC |
Rudolph |
Shevat |
Chief Investment Officer |
|
|
|
info@humilisllc.com |
5200 Town Center Circle, 4th Floor |
Boca Raton |
FL |
33486 |
United States of America |
North America |
https://www.linkedin.com/in/rudolph-shevat-1183b62/ |
Equity Hedge Funds, Fixed Income, Private Equity, Real Estate, Venture Capital |
|
$5M |
|
|
http://humilisllc.com/ |
Humilis is a multi-family office headquartered in Boca Raton, Florida. We are seeking Limited Partner and direct investments in Equity Hedge Funds, Fixed Income, Private Equity, Real Estate and Venture Capital. |
MF |
|
| 321 |
Hyperion Wealth Management Ltd |
Raymond |
Kirsche |
Managing Partner |
350 20 064 704 |
350 20 051 429 |
rkirsche@hyperion.gi |
info@hyperion.gi |
92 Irish Town |
|
|
|
Gibraltar |
Europe |
https://www.linkedin.com/in/raymond-kirsche-ceo-hyperion-group-169b8233/ |
Real Estate, Alternative Investments |
2.010 |
|
|
|
https://www.hyperion.gi/ |
Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. |
MF |
|
|
Hyperion Wealth Management Ltd |
Frederic |
Ohana |
Partner |
350 20 064 704 |
350 20 051 429 |
fohana@hyperion.gi |
info@hyperion.gi |
92 Irish Town |
|
|
|
Gibraltar |
Europe |
https://www.linkedin.com/in/frederic-ohana-partner-at-hyperion-group-of-companies-51669b1b/ |
Real Estate, Alternative Investments |
2.010 |
|
|
|
https://www.hyperion.gi/ |
Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. |
MF |
|
|
Hyperion Wealth Management Ltd |
Stephen |
Holland-Morgan |
Chief Financial Officer |
44 208 144-3180 |
44 753 428-9566 |
stephen@holland-morgan.com |
info@hyperion.gi |
92 Irish Town |
|
|
|
Gibraltar |
Europe |
|
Real Estate, Alternative Investments |
2.010 |
|
|
|
https://www.hyperion.gi/ |
Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. |
MF |
|
|
Hyperion Wealth Management Ltd |
Vicente |
Mancheno |
Chief Investment Officer |
350 20 064 704 |
350 20 051 429 |
vmancheno@hyperion.gi |
info@hyperion.gi |
92 Irish Town |
|
|
|
Gibraltar |
Europe |
https://www.linkedin.com/in/vicente-mancheno-56a899b/ |
Real Estate, Alternative Investments |
2.010 |
|
|
|
https://www.hyperion.gi/ |
Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. |
MF |
|
|
Hyperion Wealth Management Ltd |
Yan |
Delgado |
Managing Partner |
350 20 064 704 |
350 20 051 429 |
ydelgado@hyperion.gi |
info@hyperion.gi |
92 Irish Town |
|
|
|
Gibraltar |
Europe |
https://www.linkedin.com/in/yan-kadoche-delgado-ceo-hyperion-group-624710a/ |
Real Estate, Alternative Investments |
2.010 |
|
|
|
https://www.hyperion.gi/ |
Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. |
MF |
|
| 322 |
IAP Family Office |
Grady |
Gaynor |
President & CEO |
(317) 428-6600 |
(317) 428-6605 |
ggaynor@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/grady-gaynor-40665336/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
|
IAP Family Office |
Jay |
Brammer |
Chairman & Chief Investment Officer |
(317) 428-6600 |
(317) 428-6605 |
jbrammer@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/jay-brammer-3a611612/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
|
IAP Family Office |
Kevin |
Alerding |
Director, Family Office |
Direct: (317) 428-6610 |
(317) 428-6605 |
kalerding@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-alerding-1924435/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
|
IAP Family Office |
Robert |
Dalzell |
Wealth Manager |
(317) 428-6600 |
(317) 428-6605 |
bdalzell@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/bobdalzell/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
|
IAP Family Office |
Jenny |
Scheffsky |
Sr. Client Administrator, Family Office |
Direct: (317) 428-6611 |
(317) 428-6605 |
jscheffsky@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/jenny-scheffsky-677b9a11b/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
| 323 |
iArgento |
Shai |
Hod |
Chief Executive Officer |
972 25 853 159 |
|
shaihod@iargento.com |
info@iargento.com |
88 Agripas St. First Floor, Suite 105 |
Jerusalem |
|
|
Israel |
Asia |
https://www.linkedin.com/in/shai-hod-iargento/ |
Equity Banking, Wealth Management, Alternative investments , Investment Banking, Angles Investments, Technology, Mobile, Agritech, Iot, FinTech |
1.995 |
|
|
https://www.linkedin.com/company/iargento/ |
https://www.iargento.com/ |
iArgento was founded after years of working in the business and investment industry. Due to the solid nature of its operations, the company has customers it has served continuously since its inception. As part of its investment banking activity, the company led the first and second rounds of financing in the late 90s to the companies: Mobileye, Volorin and Ecotest. In recent years, the company has completed its financing rounds for Ayyeka Technologies and Wisesight Technologies. |
MF |
|
|
iArgento |
Yiftach |
Jacob |
Chairman |
972 25 853 159 |
|
yiftachjacob@iargento.com |
info@iargento.com |
88 Agripas St. First Floor, Suite 105 |
Jerusalem |
|
|
Israel |
Asia |
https://www.linkedin.com/in/yiftach-jacob-5458281b8/ |
Equity Banking, Wealth Management, Alternative investments , Investment Banking, Angles Investments, Technology, Mobile, Agritech, Iot, FinTech |
1.995 |
|
|
https://www.linkedin.com/company/iargento/ |
https://www.iargento.com/ |
iArgento was founded after years of working in the business and investment industry. Due to the solid nature of its operations, the company has customers it has served continuously since its inception. As part of its investment banking activity, the company led the first and second rounds of financing in the late 90s to the companies: Mobileye, Volorin and Ecotest. In recent years, the company has completed its financing rounds for Ayyeka Technologies and Wisesight Technologies. |
MF |
|
| 324 |
Icam & Partners SA |
Stefano |
Biolo |
Director |
41 917 560 113 |
41 917 560 119 |
|
icam@icamsa.ch |
Via Nassa 15 |
Lugano |
|
6900 |
Switzerland |
Europe |
https://www.linkedin.com/in/stefano-biolo-77592a7/ |
Real Estate, Alternative Investments |
2.015 |
€13.28M |
|
|
https://icamsa.ch/ |
Icam & Partners, a new multi-family office focused on the unique needs of high net worth individuals and families. |
MF |
|
| 325 |
ICAMAP |
Harm |
Meijer |
Founding Partner |
44 203 434-1005 |
|
meijer@icamapadvisory.com |
info@icamapadvisory.com |
126-128 Buckingham Palace road, 3rd Floor |
London |
|
SW1W 9SA |
United Kingdom |
Europe |
https://www.linkedin.com/in/harm-meijer-3135933a/ |
Real Estate |
2.014 |
€1.7B |
|
https://www.linkedin.com/company/icamap/ |
https://www.icamap.com/ |
Based in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier under the European Directive for Alternative Investment Fund Managers, ICAMAP manages €1.7 billion of equity on behalf of 30 leading international, institutional and family office investors.
The client base of ICAMAP encompasses almost all continents. We manage capital coming from Asia, Oceania, North America and Europe. Among our partners, we count four sovereign wealth funds, ten insurance companies and seven family offices.
All the funds we manage are discretionary which enables unique reactivity and capacity to seize opportunities. We target investments in Europe with a high degree of specialization in selected segments of real estate and property development. |
PERE |
|
| 326 |
IDS Capital SA |
Cedric |
Van Rijckevorsel |
Family Officer |
44 203 287-0926 |
|
cedric@idscapital.com |
|
37 Chipstead Street |
London |
|
SW6 3SR |
United Kingdom |
Europe |
https://www.linkedin.com/in/cedric-van-rijckevorsel-cfa-5556731/ |
Technology, Chemical and Biopharmaceutical Sectors, Hedge Funds |
2.004 |
$200M |
|
https://www.linkedin.com/company/ids-capital-uk-ltd/ |
https://www.idscapital.com/ |
IDS Capital is a single family office focusing on investments solutions for sophisticated investors. We aim at providing multi-asset investment capabilities through a diverse array of fundamental and quantitative strategies deployed by selected specialists worldwide. The primary investment objective is to achieve attractive returns, while seeking to limit risk, by associating sophisticated investment strategies and disciplined portfolio construction processes. |
SF |
|
| 327 |
Imani Family Office |
Edmée |
Chandon-Moët |
President |
33 140 069 759 |
|
echandon-moet@imani-you.com |
|
36 avenue Hoche |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/edmée-chandon-moet-a0a6714b/ |
Alternative Investments, Hedge Funds, Private Equity, Real Estate |
2.019 |
|
|
https://www.linkedin.com/company/imani-family-office/ |
https://www.imani-you.com/ |
Our family office approach is fundamentally human, centered on strong values.
It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term.
Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. |
MF |
|
|
Imani Family Office |
Sébastien |
Sitbon |
Associate |
33 140 069 759 |
|
ssitbon@imani-you.com |
|
36 avenue Hoche |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/sebastien-sitbon-8106b22b/ |
Alternative Investments, Hedge Funds, Private Equity, Real Estate |
2.019 |
|
|
https://www.linkedin.com/company/imani-family-office/ |
https://www.imani-you.com/ |
Our family office approach is fundamentally human, centered on strong values.
It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term.
Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. |
MF |
|
|
Imani Family Office |
Clémence |
Boucher |
Family Officer |
33 140 069 759 |
|
cboucher@imani-you.com |
|
36 avenue Hoche |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/boucherclemence/ |
Alternative Investments, Hedge Funds, Private Equity, Real Estate |
2.019 |
|
|
https://www.family-you.eu/ |
https://www.imani-you.com/ |
Our family office approach is fundamentally human, centered on strong values.
It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term.
Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. |
MF |
|
|
Imani Family Office |
Sylvain |
Vivier |
Family Officer |
33 140 069 759 |
|
svivier@imani-you.com |
|
36 avenue Hoche |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/sylvain-vivier-086692104/ |
Alternative Investments, Hedge Funds, Private Equity, Real Estate |
2.019 |
|
|
https://www.linkedin.com/company/imani-family-office/ |
https://www.imani-you.com/ |
Our family office approach is fundamentally human, centered on strong values.
It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term.
Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. |
MF |
|
|
Imani Family Office |
Quentin |
Carduner |
Family Officer |
33 140 069 759 |
|
qcarduner@imani-you.com |
|
36 avenue Hoche |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/quentin-carduner-749597150/ |
Alternative Investments, Hedge Funds, Private Equity, Real Estate |
2.019 |
|
|
https://www.linkedin.com/company/imani-family-office/ |
https://www.imani-you.com/ |
Our family office approach is fundamentally human, centered on strong values.
It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term.
Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. |
MF |
|
| 328 |
INDEX & Cie |
Tommaso |
Leodari |
Chief Investment Officer |
Direct: 971 4 563 8586 |
971 4563 8550 |
tl@indexcie.com |
info@indexcie.com |
Index Tower, Level 10, # 10-12, Dubai international Financial Center, P.O. Box 507069 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/tommaso-leodari-aaa2020/ |
Private Equity, Energy, M&A, Real Estate, Hedge Funds, Mining, Natural Resources |
2.015 |
$450M |
CIOteam@indexcie.com |
https://www.linkedin.com/company/index-&-cie/ |
https://www.indexcie.com/ |
INDEX & Cie is a dedicated Wealth Manager & Multi Family Office based in the Dubai International Financial Center (DIFC). We provide solutions to all aspects of a client’s wealth and its protection. Clients have the choice to open an account with Index & Cie directly or work with a selection of top tier International, mandating Index & Cie on the Investment side. We have a dedicated international team of seasoned Wealth Managers knowledgeable about both the onshore and offshore market, as well as a highly experienced Investment team to help you structure your portfolio and actively monitor it thereafter. |
MF |
|
|
INDEX & Cie |
Michael |
Reza |
Chairman & Founder |
971 5 0148 8952 |
971 4563 8550 |
enrroxs@gmail.com |
info@indexcie.com |
Index Tower, Level 10, # 10-12, Dubai international Financial Center, P.O. Box 507069 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/michael-reza-pacha/ |
Private Equity, Energy, M&A, Real Estate, Hedge Funds, Mining, Natural Resources |
2.015 |
$450M |
|
https://www.enrroxs.com/ |
https://www.indexcie.com/ |
INDEX & Cie is a dedicated Wealth Manager & Multi Family Office based in the Dubai International Financial Center (DIFC). We provide solutions to all aspects of a client’s wealth and its protection. Clients have the choice to open an account with Index & Cie directly or work with a selection of top tier International, mandating Index & Cie on the Investment side. We have a dedicated international team of seasoned Wealth Managers knowledgeable about both the onshore and offshore market, as well as a highly experienced Investment team to help you structure your portfolio and actively monitor it thereafter. |
MF |
|
| 329 |
Infiniti Capital Andante Limited |
Kenji |
Steven |
Chairman |
852 2530 0050 |
852 3015 8650 |
kenji.steven@infiniti-capital.com |
|
8/F Two Exchange Square, 8 Connaught Place |
Central Hong Kong |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/kenji-steven-421aa9a/ |
|
|
$23B |
|
|
http://www.infiniti-capital.com/ |
Infiniti utilizes a bottom up approach in the development and management of fund of hedge funds with a mixture of Quantitative and Qualitative techniques. This approach allows investor's exposure to high quality hedge fund managers whilst providing more consistent and less volatile returns. |
Fund-of-Fund |
|
| 330 |
Inflection Capital | Family Office |
Marco |
Quevedo |
Managing Director, Investments |
|
|
|
info@inflection-capital.com |
1120 Loma Vista Drive |
Beverly Hills |
CA |
90210 |
United States of America |
North America |
https://www.linkedin.com/in/marcoquevedo/ |
Early and Late Stage Businesses, Capital Structures and Industries including Software, Consumer Products, FinTech, Financial Technology, Biotech, Machine Learning, AI, Artificial Intelligence, Start-ups, Startups, Private Businesses in all industries, from seed to late stage, Real estate (all types of Real Estate assets), Publicly traded debt and equity securities, Other asset managers, Special situations. |
2.014 |
|
|
|
https://www.inflection-capital.com/ |
Inflection Capital, the single-family office of a highly successful hedge fund founder Curtis Macnguyen. Curtis was the founder of Ivory Capital, a multi-billion dollar global hedge fund that operated for 20 years (1998 – 2018). At Inflection, we believe in shared success and are actively building a community of like-minded entrepreneurs, innovators, and investors who are passionate and skillful at identifying great investment opportunities that create tremendous value for the community. We will also work together to support certain local and global causes where we feel we can make a meaningful positive contribution. We are strong believers in building high-quality, lasting relationships and believe it is these types of relationships that will give rise to great opportunities to not only create wealth but also give back to the community at large. And lastly, we want everyone involved to enjoy the journey! |
SF |
|
| 331 |
Ingenuity Family Office Sàrl |
Nicolas |
Anagnostou |
Managing Director |
41 225 962 273 |
|
|
info@ingenuity-fo.ch |
Rue de l’Athénée, 24 |
Geneva |
|
CH-1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/nicolas-anagnostou-13583226/ |
Private Equity, Hedge Funds, Alternative Investments |
|
|
|
https://www.linkedin.com/in/timoleon-sakkis-cfa-510a7558/ |
https://ingenuity-fo.ch/ |
At Ingenuity Family Office our role is to guide individuals, families an businesses with the management of listed and unlisted assets according to their aspirations and constraints. We thoroughly analyze the investment proposals of your partners and formulate recommendations in complete independence to limit risk exposure and optimize returns.
> Our goal is to ensure that all services provided contribute to the prosperity of your heritage, while ensuring its preservation and development by selecting and coordinating with the most appropriate providers. |
MF |
|
| 332 |
Innotech Advisers Ltd |
Mike |
Smith |
Finance & Treasury Manager |
44 207 695-6378 |
|
|
|
Gayfere House, 22-23 Gayfere Street |
London |
|
SW1P 3HP |
United Kingdom |
Europe |
https://www.linkedin.com/in/mike-smith-a3b68711/ |
Private Equity, Venture Capital, Real Estate, Hedge Funds |
1.984 |
|
info@sfct.org.uk |
http://www.sfct.org.uk/index.html |
|
Innotech Advisers, the London-based single family office and investment vehicle of Lord Sainsbury of Turville. |
SF |
44 207 410-0330 |
| 333 |
Inova Capital AG |
Pavel |
Skitovich |
Managing Partner |
41 415 616 905 |
|
|
info@inova-capital.com |
Baarerstrasse 43 |
Zug |
|
CH-6300 |
Switzerland |
Europe |
https://www.linkedin.com/in/pavel-skitovich-99b61755/ |
Infrastructure, Real Estate, Private Equity, Natural Resources, Debt and Equity Placement, Capital Markets, Special Situations, Direct Investment, Co-investment, Emerging Markets, Alternative Investment, Sustainability |
2.018 |
$1.2B |
|
https://www.linkedin.com/company/inova-capital-ag/ |
https://www.inova-capital.com/ |
Inova is a commercial multi-family office platform in the long-standing Swiss tradition of dedicated wealth management providing investment management services to institutional investors, private clients, and financial intermediaries.
For nearly two decades, the principals of Inova have been trusted advisors to families and clients in the Americas, Europe, the Middle East, Southeast Asia, the
Far East and Africa, helping to fulfil financial objectives, growing and preserving wealth. Inova implements an integrated approach including investment, legal and tax decisions, family governance structures, and philanthropic activities to enrich and enhance family wealth. From choosing trust vehicles to selecting fund managers, our unbiased and independent guidance will execute the mandated strategy set forth by our clients. |
MF |
|
| 334 |
Integrated Alternative Investments Ltd. |
Emanuel |
Arbib |
Executive Chairman |
44 207 514-9200 |
44 207 514-9211 |
arbib@integratedam.com |
info@integratedam.com |
4 Hill Street |
London |
|
W1J 5NE |
United Kingdom |
Europe |
https://www.linkedin.com/in/emanuelarbib/ |
|
|
$4.5B |
|
|
http://www.integratedai.com/ |
IAM is a global alternative investments group founded in 1997. IAM is a pioneer of the alternative asset management sector with 20 years of innovation, ingenuity and credibility backed by IAM’s brand. IAM’s expertise is in managing and advising institutional clients through its, wholly owned, FCA regulated alternative investments subsidiary Integrated Alternative Investments Ltd (“IAI”). IAI's sole shareholder is Integrated Asset Management which has a robust track record in advising and managing Funds of Hedge Funds and bespoke products for international institutional and private banking clients. IAI Ltd also has a wide expertise in creating investment products in various regulated markets. |
Fund-of-Fund |
|
| 335 |
International Asset Management Ltd. |
Alan |
Djanogly |
Director |
44 207 734-8488 |
44 207 287-7129 |
adjanogly@iam.uk.com |
info@iam.uk.com |
11A Regent Street |
London |
|
SW1Y 4LR |
United Kingdom |
Europe |
https://www.linkedin.com/in/alan-djanogly-81788b51/ |
|
|
$164M |
|
|
http://www.iam.uk.com/ |
IAM is an independent fund of hedge funds investment management firm founded in 1989. Tailor-made solutions Our partnership approach with each client encompasses portfolios, structure and client reporting. Experienced We have a 28-year track record supported by a well established investment process and continuity of senior investment team since inception. |
Fund-of-Fund |
|
|
International Asset Management Ltd. |
Andrew |
Gibson |
CEO |
44 207 734-8488 |
44 207 287-7129 |
agibson@iam.uk.com |
info@iam.uk.com |
11A Regent Street |
London |
|
SW1Y 4LR |
United Kingdom |
Europe |
|
|
|
$164M |
|
|
http://www.iam.uk.com/ |
IAM is an independent fund of hedge funds investment management firm founded in 1989. Tailor-made solutions Our partnership approach with each client encompasses portfolios, structure and client reporting. Experienced We have a 28-year track record supported by a well established investment process and continuity of senior investment team since inception. |
Fund-of-Fund |
|
| 336 |
Investment Beverage Business Management Pte. Ltd. |
Karim |
Mrani-Alaoui |
Chief Investment Officer |
|
|
karim@ibbm.com.sg |
general@ibbm.com.sg |
3 Killiney Road, #05-07 Winsland House I |
Singapore |
|
239519 |
Singapore |
Asia |
https://www.linkedin.com/in/karim-mrani-alaoui-cfa-caia-8770a85/ |
Alternative Investments |
|
|
|
|
https://www.linkedin.com/company/ibbm/ |
IBBM, a Singapore-headquartered Single Family Office. |
SF |
|
| 337 |
InvestPort |
Dany |
Rappaport |
|
55 (11) 3085-8262 |
|
drappaport@investport.com.br |
contato@investport.com.br |
Rua Oscar Freire, 379 cj.141 - Cerqueira César |
Sao Paulo |
SP |
01426-001 |
Brazil |
South America |
https://www.linkedin.com/in/dany-rappaport-884a13240/ |
Private Equity, Alternative Investment, Hedge Funds, Real estate |
2.004 |
|
|
https://www.linkedin.com/company/investport/ |
https://investport.com.br/ |
Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. |
MF |
|
|
InvestPort |
Mirela |
Rappaport |
Managing Partner |
55 (11) 3085-8262 |
|
mrappaport@investport.com.br |
contato@investport.com.br |
Rua Oscar Freire, 379 cj.141 - Cerqueira César |
Sao Paulo |
SP |
01426-001 |
Brazil |
South America |
https://www.linkedin.com/in/mirela-rappaport-184109204/ |
Private Equity, Alternative Investment, Hedge Funds, Real estate |
2.004 |
|
|
https://www.linkedin.com/company/investport/ |
https://investport.com.br/ |
Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. |
MF |
|
|
InvestPort |
Marcelo |
Frug |
Partner |
55 (11) 3085-8262 |
|
mfrug@investport.com.br |
contato@investport.com.br |
Rua Oscar Freire, 379 cj.141 - Cerqueira César |
Sao Paulo |
SP |
01426-001 |
Brazil |
South America |
https://www.linkedin.com/in/marcelo-frug-b3a7a3115/ |
Private Equity, Alternative Investment, Hedge Funds, Real estate |
2.004 |
|
|
https://www.linkedin.com/company/investport/ |
https://investport.com.br/ |
Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. |
MF |
|
| 338 |
IPG Family Office Ltd. |
Andrew |
Law |
Chief Executive Officer |
(242) 677-8700 |
(242) 677-8701 |
andrew.law@ipgfo.com |
info@ipgfo.com |
P.O. Box N-3924, Montague Sterling Centre, East Bay Street |
Nassau |
|
|
The Bahamas |
North America |
https://www.linkedin.com/in/lawandrew/ |
Private Equity, Real Estate, Hedge Funds |
2.004 |
$750M |
|
https://www.linkedin.com/company/international-protector-group-ltd/ |
https://www.ipgfo.com/ |
IPG provides administrative, logistical and advisory support to families requiring assistance with their financial and business affairs. Many Family Offices start small, usually in order to address a pressing wealth management need, and over time they can grow to accommodate other services the family requires to manage its affairs efficiently. The office with its administrative team can either be dedicated to the affairs of one family or a wide range of duties and responsibilities can be outsourced to specialist providers such as IPG. |
MF |
|
|
IPG Family Office Ltd. |
Marcus |
Burns |
Director |
(242) 677-8700 |
(242) 677-8701 |
marcus.burns@ipgfo.com |
info@ipgfo.com |
P.O. Box N-3924, Montague Sterling Centre, East Bay Street |
Nassau |
|
|
The Bahamas |
North America |
https://www.linkedin.com/in/marcus-burns-54376196/ |
Private Equity, Real Estate, Hedge Funds |
2.004 |
$750M |
|
https://www.linkedin.com/company/international-protector-group-ltd/ |
https://www.ipgfo.com/ |
IPG provides administrative, logistical and advisory support to families requiring assistance with their financial and business affairs. Many Family Offices start small, usually in order to address a pressing wealth management need, and over time they can grow to accommodate other services the family requires to manage its affairs efficiently. The office with its administrative team can either be dedicated to the affairs of one family or a wide range of duties and responsibilities can be outsourced to specialist providers such as IPG. |
MF |
|
|
IPG Family Office Ltd. |
Kevin |
Clerey |
Managing Director |
|
(242) 677-8701 |
kevin.clerey@ipgfo.com |
info@ipgfo.com |
Olgastrasse 10 |
Zurich |
|
CH-8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/kevin-clerey-4a20b31a/ |
Private Equity, Real Estate, Hedge Funds |
2.004 |
$750M |
|
https://www.linkedin.com/company/international-protector-group-ltd/ |
https://www.ipgfo.com/ |
IPG provides administrative, logistical and advisory support to families requiring assistance with their financial and business affairs. Many Family Offices start small, usually in order to address a pressing wealth management need, and over time they can grow to accommodate other services the family requires to manage its affairs efficiently. The office with its administrative team can either be dedicated to the affairs of one family or a wide range of duties and responsibilities can be outsourced to specialist providers such as IPG. |
MF |
|
| 339 |
Isaac Capital Group |
Armando |
Soto |
Managing Director |
(858) 259-6666 |
(858) 259-6661 |
a.soto@isaac.com |
info@isaac.com |
3525 Del Mar Heights Road, Suite 765 |
San Diego |
CA |
92130 |
United States of America |
North America |
https://www.linkedin.com/in/armandosoto1/ |
Our investments range from a variety of industries and focuses on creating value through growth and superior performance. Venture Capital, Private Equity |
2.004 |
|
|
|
https://isaac.com/ |
Armando Soto is a sophisticated institutional investor. Currently he is a managing director at Isaac Capital Group, a single family office based in Las Vegas, Nevada; where he spends most of his time reviewing, financing and structuring investments since 2013. Armando has extensive experience in alternative direct investments (PE, VC, HF), private markets, public equity markets, debt markets. Armando spends most of his time evaluating and structuring direct investments and working directly with the Isaac family.
Prior to working with Isaac mr. Soto worked in private equity buy-outs at Yenni Capital, a lower middle market private equity firm. He also worked at distressed debt and equity swap hedge fund WHC Capital as a vice president. Prior to his experience working with institutions he worked in investment banking at boutique firms. Mr. Soto started his finance career at Merrill Lynch. |
SF |
|
| 340 |
Island Capital Funds |
Jay |
Senerchia |
Founder & CEO |
(781) 762-1366 |
|
jay@islandcapitalfunds.com |
|
130 Locust Drive |
Westwood |
MA |
02090 |
United States of America |
North America |
https://www.linkedin.com/in/jay-senerchia-21945353/ |
Alternative Investments, Private Equity |
2.002 |
|
|
|
https://islandcapitalfunds.com/ |
Island Capital is a single family office established by Jay Senerchia in 2002. Through calendar 2015, in addition to its own public and private investment activities, Island Capital formed and managed partnerships to invest in institutional-quality private alternative-asset vehicles. Subequent to 2015, Mr. Senerchia's time has been dedicated exclusively to the pursuit and oversight of investments on behalf of Island Capital. |
SF |
|
| 341 |
Islandbridge Capital Limited |
Joseph |
McCarthy |
Chief Investment Officer |
44 203 405-1040 |
|
jmccarthy@ib-capital.com |
investor.relations@ib-capital.com |
25 Bruton Street |
London |
|
W1J 6QH |
United Kingdom |
Europe |
https://www.linkedin.com/in/joseph-mccarthy-b84b5181/ |
Liquidity, Treasury, Risk, Operations, Alternative Investments, Hedge Funds |
2.008 |
|
|
https://www.linkedin.com/company/islandbridge-capital/ |
https://www.ib-capital.com/ |
Islandbridge is a multi-family office serving clients across the globe. The Firm is research-focused, helping families and institutions in their asset allocation process, capital growth, capital protection and impact-related strategies. We look after clients’ complex balance sheets, liquidity, treasury, risk, operations, and strategic initiatives. |
MF |
|
|
Islandbridge Capital Limited |
Alastair |
Dibden |
Equity Analyst |
44 203 405-1040 |
|
adibden@ib-capital.com |
investor.relations@ib-capital.com |
25 Bruton Street |
London |
|
W1J 6QH |
United Kingdom |
Europe |
https://www.linkedin.com/in/alastair-dibden/ |
Liquidity, Treasury, Risk, Operations, Alternative Investments, Hedge Funds |
2.008 |
|
|
https://www.linkedin.com/company/islandbridge-capital/ |
https://www.ib-capital.com/ |
Islandbridge is a multi-family office serving clients across the globe. The Firm is research-focused, helping families and institutions in their asset allocation process, capital growth, capital protection and impact-related strategies. We look after clients’ complex balance sheets, liquidity, treasury, risk, operations, and strategic initiatives. |
MF |
|
| 342 |
IWP Family Office |
Jerrel |
Armstrong |
Principal & Chief Investment Officer |
(720) 328-9700 |
(303) 800-9114 |
jerrel@iwpfo.com |
investments@iwpfo.com |
2719 East Third Avenue |
Denver |
CO |
80206 |
United States of America |
North America |
https://www.linkedin.com/in/jerrel-a-89a8216/ |
Alternative Investments, Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, Industry Leaders, Private Equity |
2.005 |
$1B |
jerrel@willowcreekcp.com |
https://www.linkedin.com/company/iwp-wealth/ |
https://iwpfo.com/ |
IWP Family Office supports a distinct group of individuals and families from across the country and from varied backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We all understand how to create, grow and build success. We also recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. |
MF |
Mailing Address:
P.O. Box 61020
Denver, CO 80206
USA |
|
IWP Family Office |
Charlie |
Willhoit |
President |
(720) 328-9700 |
(303) 800-9114 |
charlie@iwpwealth.com |
investments@iwpfo.com |
2719 East Third Avenue |
Denver |
CO |
80206 |
United States of America |
North America |
https://www.linkedin.com/in/charlie-willhoit-2007692/ |
Alternative Investments, Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, Industry Leaders, Private Equity |
2.005 |
$1B |
info@iwpfo.com |
https://www.linkedin.com/company/iwp-wealth/ |
https://iwpfo.com/ |
IWP Family Office supports a distinct group of individuals and families from across the country and from varied backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We all understand how to create, grow and build success. We also recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. |
MF |
Mailing Address:
P.O. Box 61020
Denver, CO 80206
USA |
|
IWP Family Office |
Kevin |
McCabe |
Partner |
(720) 328-9700 |
(303) 800-9114 |
kevin@iwpwealth.com |
investments@iwpfo.com |
2719 East Third Avenue |
Denver |
CO |
80206 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-mccabe-3224a831/ |
Alternative Investments, Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, Industry Leaders, Private Equity |
2.005 |
$1B |
info@iwpfo.com |
https://www.linkedin.com/company/iwp-wealth/ |
https://iwpfo.com/ |
IWP Family Office supports a distinct group of individuals and families from across the country and from varied backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We all understand how to create, grow and build success. We also recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. |
MF |
Mailing Address:
P.O. Box 61020
Denver, CO 80206
USA |
| 343 |
J. Leon & Company Limited |
Paddy |
Walker |
Managing Director of Investments |
44 207 435-7800 |
44 207 435-7377 |
paddy@jleon.co.uk |
mail@jleon.co.uk |
32 Hampstead High Street |
London |
|
NW3 1JQ |
United Kingdom |
Europe |
|
Long-Only Investing, Hedge Funds and Private Equity Funds, Direct Private Equity, Fund-of-Funds |
1.929 |
$21M |
|
|
https://www.jleon.co.uk/ |
J. Leon is a fourth generation family office based in Hampstead, London. The group’s principal asset class is UK commercial property. We are a diversified group, investing in property, equities and other UCITS compliant investments through a quoted authorised unit trust. The group also runs a portfolio of single manager hedge funds, a selection of direct private equity investments and, as a limited partner, J. Leon invests in more than fifty private equity funds and fund of funds. The group only invests from its own balance sheet and does not administer any third party funds. The group is ungeared. As a single-family office, we do not have to make new investments if the prospective risk reward is not favourable. Sure we are still searching for new niche opportunities, but we remain sceptical about the vast majority of these. |
SF |
|
|
J. Leon & Company Limited |
Tania |
Slowe |
Managing Director - Hampstead Residential Real Estate |
44 207 435-7800 |
44 207 435-7377 |
tania@jleon.co.uk |
mail@jleon.co.uk |
32 Hampstead High Street |
London |
|
NW3 1JQ |
United Kingdom |
Europe |
|
Long-Only Investing, Hedge Funds and Private Equity Funds, Direct Private Equity, Fund-of-Funds |
1.929 |
$21M |
|
|
https://www.jleon.co.uk/ |
J. Leon is a fourth generation family office based in Hampstead, London. The group’s principal asset class is UK commercial property. We are a diversified group, investing in property, equities and other UCITS compliant investments through a quoted authorised unit trust. The group also runs a portfolio of single manager hedge funds, a selection of direct private equity investments and, as a limited partner, J. Leon invests in more than fifty private equity funds and fund of funds. The group only invests from its own balance sheet and does not administer any third party funds. The group is ungeared. As a single-family office, we do not have to make new investments if the prospective risk reward is not favourable. Sure we are still searching for new niche opportunities, but we remain sceptical about the vast majority of these. |
SF |
|
|
J. Leon & Company Limited |
Alexander |
Church |
Chief Investment Officer |
44 207 435-7800 |
44 207 435-7377 |
alex@jleon.co.uk |
mail@jleon.co.uk |
32 Hampstead High Street |
London |
|
NW3 1JQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/alexander-church-64a94028/ |
Long-Only Investing, Hedge Funds and Private Equity Funds, Direct Private Equity, Fund-of-Funds |
1.929 |
$21M |
|
|
https://www.jleon.co.uk/ |
J. Leon is a fourth generation family office based in Hampstead, London. The group’s principal asset class is UK commercial property. We are a diversified group, investing in property, equities and other UCITS compliant investments through a quoted authorised unit trust. The group also runs a portfolio of single manager hedge funds, a selection of direct private equity investments and, as a limited partner, J. Leon invests in more than fifty private equity funds and fund of funds. The group only invests from its own balance sheet and does not administer any third party funds. The group is ungeared. As a single-family office, we do not have to make new investments if the prospective risk reward is not favourable. Sure we are still searching for new niche opportunities, but we remain sceptical about the vast majority of these. |
SF |
|
|
J. Leon & Company Limited |
Paddy |
Walker |
Managing Director |
44 774 089-5811 |
44 207 435-7377 |
paddy@jleon.co.uk |
mail@jleon.co.uk |
32 Hampstead High Street |
London |
|
NW3 1JQ |
United Kingdom |
Europe |
|
Long-Only Investing, Hedge Funds and Private Equity Funds, Direct Private Equity, Fund-of-Funds |
1.929 |
$21M |
|
|
https://www.jleon.co.uk/ |
J. Leon is a fourth generation family office based in Hampstead, London. The group’s principal asset class is UK commercial property. We are a diversified group, investing in property, equities and other UCITS compliant investments through a quoted authorised unit trust. The group also runs a portfolio of single manager hedge funds, a selection of direct private equity investments and, as a limited partner, J. Leon invests in more than fifty private equity funds and fund of funds. The group only invests from its own balance sheet and does not administer any third party funds. The group is ungeared. As a single-family office, we do not have to make new investments if the prospective risk reward is not favourable. Sure we are still searching for new niche opportunities, but we remain sceptical about the vast majority of these. |
SF |
|
| 344 |
Jacobson Capital International LLC |
Russell |
Jacobson |
Chairman & CEO |
(858) 735-6861 |
|
rjacobson@jacobsoncapital.com |
rjacobson@jacobsoncapital.com |
12760 High Bluff Drive, Suite 250 |
San Diego |
CA |
92130 |
United States of America |
North America |
https://www.linkedin.com/in/russell-t-jacobson-8b350318/ |
Lending Business, Fund of Hedge Funds, Venture Capital, Private Equity, Special Situations |
2.007 |
|
|
|
|
Jacobson Capital International is a Single Family Office with a long history in the lending business, fund of hedge funds, venture capital, private equity, and special situations. |
SF |
|
| 345 |
Jadeite Family Office |
Eros |
Lee |
Managing Director |
852 9591 8444 |
|
eros.lee@jadeitefo.com |
info@jadeitefo.com |
Level 23, One Island East, 18 Westlands Road Island East |
|
|
|
Hong Kong |
Asia |
|
Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments |
|
|
|
https://www.linkedin.com/company/jadeite-boutique-family-office/ |
https://jadeitefo.com/ |
As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector.
We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead.
It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. |
MF |
|
|
Jadeite Family Office |
Ricky |
Lee |
Senior Partner |
852 9591 8444 |
|
ricky.lee@jadeitefo.com |
info@jadeitefo.com |
Level 23, One Island East, 18 Westlands Road Island East |
|
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/rickyleelk/ |
Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments |
|
|
sayhi@rickylee.hk |
https://rickylee.hk/ |
https://jadeitefo.com/ |
As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector.
We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead.
It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. |
MF |
|
|
Jadeite Family Office |
Sherry |
Cheung |
Consultant |
852 9591 8444 |
|
sherry.cheung@jadeitefo.com |
info@jadeitefo.com |
Level 23, One Island East, 18 Westlands Road Island East |
|
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/sherry-cheung-0471811a5/ |
Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments |
|
|
|
https://www.linkedin.com/company/jadeite-boutique-family-office/ |
https://jadeitefo.com/ |
As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector.
We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead.
It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. |
MF |
|
|
Jadeite Family Office |
Terry |
Lau |
Associate Partner |
852 9591 8444 |
|
terry.lau@jadeitefo.com |
info@jadeitefo.com |
Level 23, One Island East, 18 Westlands Road Island East |
|
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/terry-lau-73a713116/ |
Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments |
|
|
|
https://www.linkedin.com/company/jadeite-boutique-family-office/ |
https://jadeitefo.com/ |
As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector.
We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead.
It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. |
MF |
|
|
Jadeite Family Office |
Jessica |
Chim |
Partner |
852 9591 8444 |
|
jessica.chim@jadeitefo.com |
info@jadeitefo.com |
Level 23, One Island East, 18 Westlands Road Island East |
|
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/jessica-c-2683431ba/ |
Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments |
|
|
|
https://www.linkedin.com/company/jadeite-boutique-family-office/ |
https://jadeitefo.com/ |
As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector.
We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead.
It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. |
MF |
|
| 346 |
Jaffe Family Office |
Michael |
Freedman |
Chief Investment Officer |
Mobile: (917) 414-4385 |
|
mf@sawgrasscapital.com |
|
33 Agnew Farm Road |
Armonk |
NY |
10504 |
United States of America |
North America |
https://www.linkedin.com/in/michael-freedman-7394004/ |
Equity Long/Short Hedge Fund Benchmarks |
2.015 |
|
mcflinkedin@mail.com |
|
|
For over six years, I have served as the first outside CIO of a single family office where I help oversee and allocate capital to equities, hedge funds, private equity, venture capital, real estate and credit strategies. We have generally been reducing the first two and adding to the last four.
Over time, we have dramatically improved investment allocation and performance and reduced fees. I have also helped the family to avoid some major losses and to maximize proceeds of investments we opted to realize.
Based on my extensive buyside experience, we occasionally, opportunistically invest in growing public companies when they are available at attractive valuations. We expect these ownership slivers of high-quality businesses to compound for years and generate higher after-fee, after-tax returns than outside managers and other asset classes. Unbeknownst to most investors, public companies trade through a very wide (~50 – 100%) range in any given year. The patient, opportunistic investor enjoys abundant opportunities to buy great businesses at attractive valuations when others are fearful.
I also manage a portfolio of public BDCs which serves as a component of our credit allocation demonstrating quite favorable risk/return and liquidity.
The main investment thrust is in areas of private equity, venture capital, real estate, credit and elsewhere where we believe attractive risk-adjusted returns still exist in consideration for tying up capital. We allocate to managers as well as direct opportunities and co-investments. We believe tremendous value is contributed by overlaying growth themes across asset classes (technology, biotech, Asia, multifamily housing, etc.).
I am open to dialogue with other family offices and investment committees.
(I RESERVE LINKEDIN CONNECTIONS FOR ACTUAL BUSINESS FRIENDS AND ACQUAINTANCES. Please do not request to connect to me if you don't fall into one of those categories. If you would like to reach me with a business proposition, please email me at mcflinkedin@mail.com instead of asking to connect.) |
SF |
|
| 347 |
Jaguar Group, Inc. |
Lorri |
Brockman |
Founder & President |
(402) 778-9000 |
|
lbrockman@jaguaroffice.com |
|
11225 Davenport Street, Suite 108 |
Omaha |
NE |
68154 |
United States of America |
North America |
https://www.linkedin.com/in/lorri-brockman-036893a/ |
Alternative Investments |
2.006 |
|
|
|
https://www.jaguaroffice.com/ |
Jaguar Group is a multi-family office based in Omaha, Nebraska. Jaguar Group supports the financial and business needs of multiple families. Typical personalized services include management of financial affairs, project and property management and a network of services to meet the daily needs of the family. Our office coordinates professionals for the family, including attorney, CPA, financial advisors, bankers and insurance agents.
Entrepreneurs are our business. They have a passion for their product or service and Jaguar Group is there to back them up with management consulting and accounting, allowing the business owner to focus on growing their business in a productive and financially successful way.
Our financial services cover personal finance, investing and tax. From bill pay, collection of income, and banking services, to cash flow management, budgeting and reporting, services are specific to the individual client. " Multi-Family Office tailored to the high net worth client / family looking for a fiduciary advisory to help coordinate investment and tax planning with insurance and estate planning, credit needs etc. |
MF |
|
| 348 |
James Alpha Advisors, LLC |
Kevin |
Greene |
Chairman |
(646) 435-0124 |
(646) 290-6676 |
kgreene@jamesalpha.com |
info@jamesalpha.com |
515 Madison Avenue, 24th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
Private Equity, Venture Capital, Alternative Investments, Hedge Funds |
2.006 |
$1.1B |
|
https://www.linkedin.com/company/james-alpha-advisors/ |
https://www.jamesalphaadvisors.com/ |
A single family office founded in 2006, James Alpha Management serves as the financial manager of one ultra-high-net-worth individual — Denis Nayden. He is the former CEO of GE Capital and former managing partner at Oak Hill Capital (an $18 billion private equity firm). Having managed 20 separate businesses representing $555 billion of aggregate assets and 90,000 employees across 35 countries, Denis has a deep understanding of capital markets, investing and business on a global scale. |
SF |
|
|
James Alpha Advisors, LLC |
James |
Vitalie |
President |
(646) 290-6564 |
(646) 290-6676 |
glb9397@yahoo.com |
info@jamesalpha.com |
515 Madison Avenue, 24th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/james-vitalie-23b993a/ |
Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Liquid Alts, Seed |
2.006 |
$1.1B |
|
https://www.linkedin.com/company/james-alpha-advisors/ |
https://www.jamesalphaadvisors.com/ |
A single family office founded in 2006, James Alpha Management serves as the financial manager of one ultra-high-net-worth individual — Denis Nayden. He is the former CEO of GE Capital and former managing partner at Oak Hill Capital (an $18 billion private equity firm). Having managed 20 separate businesses representing $555 billion of aggregate assets and 90,000 employees across 35 countries, Denis has a deep understanding of capital markets, investing and business on a global scale. |
SF |
|
|
James Alpha Advisors, LLC |
Akos |
Beleznay |
Chief Investment Officer |
(312) 924-0412 |
(646) 290-6676 |
abeleznay@jamesalpha.com |
info@jamesalpha.com |
515 Madison Avenue, 24th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/akosbeleznay/ |
Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Liquid Alts, Seed |
2.006 |
$1.1B |
akos_beleznay@yahoo.com |
https://www.linkedin.com/company/james-alpha-advisors/ |
https://www.jamesalphaadvisors.com/ |
A single family office founded in 2006, James Alpha Management serves as the financial manager of one ultra-high-net-worth individual — Denis Nayden. He is the former CEO of GE Capital and former managing partner at Oak Hill Capital (an $18 billion private equity firm). Having managed 20 separate businesses representing $555 billion of aggregate assets and 90,000 employees across 35 countries, Denis has a deep understanding of capital markets, investing and business on a global scale. |
SF |
|
|
James Alpha Advisors, LLC |
Michael |
Montague |
Chief Operating Officer & Chief Financial Officer |
(646) 201-4042 |
(646) 290-6676 |
mmontague@jamesalpha.com |
info@jamesalpha.com |
515 Madison Avenue, 24th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/michael-j-montague-b95a4ba/ |
Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Liquid Alts, Seed |
2.006 |
$1.1B |
|
https://www.linkedin.com/company/james-alpha-advisors/ |
https://www.jamesalphaadvisors.com/ |
A single family office founded in 2006, James Alpha Management serves as the financial manager of one ultra-high-net-worth individual — Denis Nayden. He is the former CEO of GE Capital and former managing partner at Oak Hill Capital (an $18 billion private equity firm). Having managed 20 separate businesses representing $555 billion of aggregate assets and 90,000 employees across 35 countries, Denis has a deep understanding of capital markets, investing and business on a global scale. |
SF |
|
| 349 |
Jameson TTB |
Nick |
Browne |
Director |
Direct: 61 401 337 770 |
|
nick.browne@jamesoncapital.com |
admin@jamesoncapital.com |
Level 16, 379 Collins Street |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/nick-browne-4a72a118/ |
Multifamily Real Estate, Property, Residential Real Estate, Residential Multi-Family Property |
2.013 |
A$3.5B |
|
https://www.linkedin.com/company/jameson-ttb/ |
http://jamesoncapital.com/ |
Jameson TTB is an independent funds management firm specialising in alternative assets with a focus on Australian Real Estate, Private Equity and Private Credit. The principals at Jameson have extensive experience in private markets and alternative investing.
They have amassed a vast network of industry contacts enabling them to source private transactions on favourable terms before offering them to an exclusive network of Australian and global investors. |
PERE |
|
| 350 |
JAWS Estates Capital, LLC |
Matthew |
Walters |
Managing Director |
|
|
matthew.walters@jawsspac.com |
|
1601 Washington Avenue |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/matthewjbwalters/ |
Global Real Estate, Hotel Management, Hospitality, Oil and Gas, Energy Infrastructure, Private Alternative Investment |
1.991 |
$80B |
|
|
https://jawsspac.com/ |
Jaws is the family office of Barry S. Sternlicht, who founded Starwood Capital in 1991, serving as Chairman and Chief Executive Officer. Starwood Capital is a private alternative investment firm focused on global real estate, hotel management, oil and gas and energy infrastructure with over $80 billion assets under management. |
SF |
|
|
JAWS Estates Capital, LLC |
Matthew |
Eby |
Chief Investment Officer |
|
|
meby@tengramcapital.com |
|
1601 Washington Avenue |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/matt-eby-4210a24/ |
Global Real Estate, Hotel Management, Hospitality, Oil and Gas, Energy Infrastructure, Private Alternative Investment |
1.991 |
$80B |
|
https://tengramcapital.com/stage/tengram-capital-partners-bio-matthew-eby.html |
https://jawsspac.com/ |
Jaws is the family office of Barry S. Sternlicht, who founded Starwood Capital in 1991, serving as Chairman and Chief Executive Officer. Starwood Capital is a private alternative investment firm focused on global real estate, hotel management, oil and gas and energy infrastructure with over $80 billion assets under management. |
SF |
|
| 351 |
Jeeves Group |
Alexander |
Jeeves |
Group CEO |
423 236 1460 |
423 236 1461 |
alex.jeeves@jeeves-group.com |
info@jeeves-group.com |
P.O. Box 48 |
Schaan |
|
9494 |
Liechtenstein |
Europe |
https://www.linkedin.com/in/alex-jeeves/ |
Hedge Funds |
2.006 |
$1B |
|
Physical Address:
Bahnhofstrasse 7
9494 Schaan
Liechtenstein |
https://jeeves-group.com/ |
The Jeeves Group is a family owned and controlled group offering independent trustee, fiduciary and corporate services to private and corporate clients. The Jeeves Group also acts as a multi-family office for high net worth individuals. Commercial participations and investments are additionally undertaken outside of the trust and fiduciary business. |
MF |
Office Address:
Bahnhofstrasse 7
9494 Schaan
Liechtenstein |
|
Jeeves Group |
Wolfgang |
Hürlimann |
Director |
423 236 1460 |
423 236 1461 |
wolfgang.huerlimann@jeeves-group.com |
info@jeeves-group.com |
P.O. Box 48 |
Schaan |
|
9494 |
Liechtenstein |
Europe |
https://www.linkedin.com/in/wolfgang-huerlimann-0936a2b8/ |
Hedge Funds |
2.006 |
$1B |
|
Physical Address:
Bahnhofstrasse 7
9494 Schaan
Liechtenstein |
https://jeeves-group.com/ |
The Jeeves Group is a family owned and controlled group offering independent trustee, fiduciary and corporate services to private and corporate clients. The Jeeves Group also acts as a multi-family office for high net worth individuals. Commercial participations and investments are additionally undertaken outside of the trust and fiduciary business. |
MF |
Office Address:
Bahnhofstrasse 7
9494 Schaan
Liechtenstein |
| 352 |
Jermyn Street Capital Partners, Inc. |
Darryl |
Laws |
CEO & CIO |
(858) 456-5542 |
(858) 456-5543 |
dll@jermynstreetcap.com |
|
7825 Fay Avenue, Suite 200 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/dr-darryl-laws-3478b743/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
2.004 |
$3B |
|
https://www.linkedin.com/company/jermyn-street-capital-llc/ |
http://darryllaws.com/ |
Jermyn Street Capital Partners, Inc.'s Multi-Family Office makes PE investments via senior convertible preferred stock structures from $1,000,000 to $10,00,000 in: consumer products, software, TMT, manufacturing companies, water (treatment and distribution) the craft beer, and quick service restaurants. |
MF |
|
| 353 |
JHP Enterprises, LLC |
Juan |
Pujol |
Managing Director |
(203) 652-0548 |
|
jhpujol@jhpenter.com |
|
10 Powder Horn RoaD |
Norwalk |
CT |
6840 |
United States of America |
North America |
|
Fin Tech, Clean Tech, Food, Environmental Services |
|
|
|
|
http://www.jhpenter.net/ |
JHP Enterprises, LLC ("JHP") was formed in June 1988 as a specialized merchant banking and advisory firm, with offices in New York and Barcelona, Spain. Besides investing as a principal, JHP provides management consulting and investment banking advisory services to private equity investors, hedge funds, companies and entrepreneurs in the United States, Latin America and Europe. JHP's principals have a combination of extensive industrial, private equity and international investment banking experience, which allows them to provide solutions for clients on a global basis. |
Private Equity |
|
| 354 |
Jordan Park Group, LLC |
Brian |
Lagrotteria |
Senior Vice President |
(415) 417-3000 |
|
brian.lagrotteria@jordan-park.com |
info@jordan-park.com |
100 First Street, Suite 360 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/brianlagrotteria/ |
Individuals, Families, Foundations, Related Institutions, Private Equity, M&A, Oil & Gas, Real Estate, Venture Capital, Hedge Funds |
2.017 |
$9.3B |
|
https://www.linkedin.com/company/jordanpark/ |
https://jordanpark.com/ |
Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership. |
MF |
|
|
Jordan Park Group, LLC |
Frank |
Ghali |
Founder & CEO |
(415) 417-3000 |
|
frank.ghali@jordan-park.com |
info@jordan-park.com |
100 First Street, Suite 360 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/frankghali/ |
Individuals, Families, Foundations, Related Institutions, Private Equity, M&A, Oil & Gas, Real Estate, Venture Capital, Hedge Funds |
2.017 |
$9.3B |
|
http://sfepc.org/ |
https://jordanpark.com/ |
Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership. |
MF |
|
|
Jordan Park Group, LLC |
Jon |
Fults |
Vice President |
(415) 417-3000 |
|
jon.fults@jordan-park.com |
info@jordan-park.com |
100 First Street, Suite 360 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/jon-fults-cfa-92ab5123/ |
Individuals, Families, Foundations, Related Institutions, Private Equity, M&A, Oil & Gas, Real Estate, Venture Capital, Hedge Funds |
2.017 |
$9.3B |
|
https://www.linkedin.com/company/jordanpark/ |
https://jordanpark.com/ |
Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership. |
MF |
|
|
Jordan Park Group, LLC |
Clint |
Van Horn |
Senior Associate |
(415) 417-3000 |
|
clintvanhorn@icloud.com |
info@jordanpark.com |
100 First Street, Suite 360 |
San Francisco |
CA |
94105 |
United States of America |
North America |
https://www.linkedin.com/in/clintvanhorn/ |
Individuals, Families, Foundations, Related Institutions, Private Equity, M&A, Oil & Gas, Real Estate, Venture Capital, Hedge Funds |
2.017 |
$9.3B |
|
https://www.linkedin.com/company/jordanpark/ |
https://jordanpark.com/ |
Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership. |
MF |
|
| 355 |
Joyce Family Office |
Jeremy |
Joyce |
President |
61 4 4790 9445 |
|
jeremy.joyce@orangehire.com.au |
|
13 Penelope Cres |
Arndell Park |
NSW |
2148 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/jie-joyce-song-726a996/ |
Alternative Investments |
2.016 |
|
|
|
|
Joyce Family Office is the single family office firm for the Joyce Family. |
SF |
|
| 356 |
Julius Baer Family Office |
Luis Eduardo |
Prado de Pinho |
Assistant Director |
Mobile: 55 (11) 99129-8477 |
55 (11) 2161-2401 |
Lepinho09@gmail.com |
contato@jbfo.com |
Avenida Brigadeiro Faria Lima 4285, 10° andar, Itaim Bibi |
Sao Paulo |
SP |
04538-133 |
Brazil |
South America |
https://www.linkedin.com/in/luis-eduardo-prado-de-pinho-72608266/ |
Private Equity, Illiquid Investments, Alternative Investments, Real Estate, Hedge Funds, FinTech |
1.999 |
R$500M |
|
https://www.linkedin.com/company/juliusbaerfamilyoffice/ |
https://www.juliusbaerfamilyoffice.com/ |
Building on their successful track records in Brazil, the teams from GPS Investimentos and Reliance joined forces to open Julius Baer Family Office, which has now been here for over 20 years, constantly striving to provide the best investment advisory services while acting transparently and totally independently.
Managing wealth responsibly means being true to values and ensuring high quality service to offer the best and most appropriate investment options.
GPS and Reliance are part of Julius Baer Group, which has been a reference in wealth management for over a century with presence in leading financial centers worldwide. These three standout brands joined forces to start Julius Baer Family Office. |
MF |
55 (31) 2552-3660 |
| 357 |
Jumpp Investments |
Ronel |
Jumpp |
Chairman |
|
|
rojumpp@greenstreettrust.com |
|
|
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/greenstreettrust/ |
Alternative Investments, Real Estate, Private Equity, Credit, Infrastructure and Absolute Return Strategies |
|
|
|
https://greenstreettrust.com/ |
|
Jumpp Investments is a private family office for the Jumpp family. |
SF |
|
| 358 |
K2 Advisors L.L.C. |
David |
Saunders |
CEO & Co-Founder |
(203) 348-5252 |
(203) 359-6369 |
saunders@k2advisors.com |
info@k2advisors.com |
300 Atlantic Street, 12th Floor |
Stamford |
CT |
06901 |
United States of America |
North America |
https://www.linkedin.com/in/davidgsaunders/ |
|
|
$9B |
|
|
https://www.k2advisors.com/ |
Since inception, K2 Advisors as an enterprise has focused solely on the business of hedge fund investing. From a small organization with less than US$10 million in assets under management in 1994, the firm has steadily grown into one of the largest multi-billion dollar hedge fund investment advisory firms in the world. Today, K2 provides integrated hedge fund product solutions to sophisticated institutional and high net worth investors across the globe, including corporations, large public and union pension funds, insurance companies, foundations, and endowments. The firm’s investment philosophy is centered on a steadfast commitment to the prudent allocation of client capital – with an emphasis on rigorous and sophisticated risk management programs – while seeking to generate steady asymmetric returns in various economic environments. |
Fund-of-Fund |
|
|
K2 Advisors L.L.C. |
Tilak |
Lal |
Senior Managing Director |
(203) 348-5252 |
(203) 359-6369 |
tlal@k2advisors.com |
info@k2advisors.com |
300 Atlantic Street, 12th Floor |
Stamford |
CT |
06901 |
United States of America |
North America |
https://www.linkedin.com/in/tilak-lal-99b8141/ |
|
|
$9B |
|
|
https://www.k2advisors.com/ |
Since inception, K2 Advisors as an enterprise has focused solely on the business of hedge fund investing. From a small organization with less than US$10 million in assets under management in 1994, the firm has steadily grown into one of the largest multi-billion dollar hedge fund investment advisory firms in the world. Today, K2 provides integrated hedge fund product solutions to sophisticated institutional and high net worth investors across the globe, including corporations, large public and union pension funds, insurance companies, foundations, and endowments. The firm’s investment philosophy is centered on a steadfast commitment to the prudent allocation of client capital – with an emphasis on rigorous and sophisticated risk management programs – while seeking to generate steady asymmetric returns in various economic environments. |
Fund-of-Fund |
|
| 359 |
Kactus Capital Management |
Sid |
Malhotra |
Chief Investment Officer |
(212) 246-3300 |
|
smalhotra78@gmail.com |
Info@KactusCapital.com |
1271 Avenue of the Americas, Suite 2200 |
New York |
NY |
10020 |
United States of America |
North America |
https://www.linkedin.com/in/sidmalhotra/ |
• Investments include partnering with best in class external investment managers, co-investments and direct investments.
• External manager investments include hedge funds, private equity funds, distressed investments, private credit/direct lending, public equity, fixed income, liquid credit markets and real assets including natural resources, energy, real estate and commodities. |
2.014 |
|
|
https://www.linkedin.com/company/kactus-capital-management/ |
https://www.kactuscapital.com/ |
Kactus Capital is an institutional single family office/private investment firm focused on principal investing across public and private markets on a global basis. Focused on long term compounding and opportunistic investments. |
SF |
|
| 360 |
KAD Companies |
Amin |
Khoury |
General Partner |
|
|
|
|
|
Palm Beach |
FL |
|
United States of America |
North America |
https://www.linkedin.com/in/jonathan-diamond-37804ab/ |
Systematic Hedge Fund, Multifamily Apartment Portfolio, Private Equity Portfolio |
|
|
|
|
https://aminckhoury.wordpress.com/ |
KAD Companies, a single family office and private investment company, learned that Corsillo. |
SF |
|
| 361 |
Kamet Capital Partners Pte Ltd |
Kerry |
Goh |
CEO & CIO |
65 6591 8668 |
|
askus@doctoranywhere.com |
|
30A Kallang Pl, #11-06 |
Singapore |
|
339213 |
Singapore |
Asia |
https://www.linkedin.com/in/kerry-goh-8b89195/ |
Hedge Funds |
2.017 |
|
|
https://doctoranywhere.com/ |
|
Singapore-based single family office Kamet Capital Partners has evolved into a multi-family office, having signed its second big client in 2018. |
MF |
|
| 362 |
Kaulig Capital, LLC |
Tim |
Clepper |
President |
(330) 968-1110 |
|
tim@kauligcapital.com |
info@kauligcapital.com |
1521 Georgetown Road |
Hudson |
OH |
44236 |
United States of America |
North America |
https://www.linkedin.com/in/timclepper/ |
Alternative Investments |
2.005 |
|
|
|
https://www.kauligcapital.com/ |
Kaulig Capital is a single family office for Matt Kaulig and his direct family. Kaulig Capital, LLC makes control and non-control investments in private companies outside the home improvement space. Through it's subsidaries, Kaulig Capital, LLC offers it's infrastructure to individuals who fit into our culture that have experienced significant financial liquidity events. Kaulig Captal, LLC also offers, “Multi-Family Office Services” through its Merchant Bank to those who have relationships with Mr. Kaulig or Mr. Clepper. Because of a growing number of financially successful entrepreneurs, athletes and entertainers that come into significant resources, as a result of a sale of a business or other transaction, Kaulig Capital, LLC provides it’s infrastructure to those who are invited to become partners. |
SF |
|
|
Kaulig Capital, LLC |
Matt |
Kaulig |
Chairman |
(330) 968-1110 |
|
matt@leaffilter.com |
info@kauligcapital.com |
1521 Georgetown Road |
Hudson |
OH |
44236 |
United States of America |
North America |
https://www.linkedin.com/in/matt-kaulig-aa930334/ |
Alternative Investments |
2.005 |
|
info@kauligracing.com |
https://www.leaffilter.com/
https://www.kauligracing.com/ |
https://www.kauligcapital.com/ |
Kaulig Capital is a single family office for Matt Kaulig and his direct family. Kaulig Capital, LLC makes control and non-control investments in private companies outside the home improvement space. Through it's subsidaries, Kaulig Capital, LLC offers it's infrastructure to individuals who fit into our culture that have experienced significant financial liquidity events. Kaulig Captal, LLC also offers, “Multi-Family Office Services” through its Merchant Bank to those who have relationships with Mr. Kaulig or Mr. Clepper. Because of a growing number of financially successful entrepreneurs, athletes and entertainers that come into significant resources, as a result of a sale of a business or other transaction, Kaulig Capital, LLC provides it’s infrastructure to those who are invited to become partners. |
SF |
|
| 363 |
Kayne Anderson Capital Advisors, L.P. |
Robert |
Sinnott |
Co-Chairman |
(310) 284-5508 |
|
rsinnott@kaynecapital.com |
investorrelations@kaynecapital.com |
1800 Avenue of the Stars, Third Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/robert-sinnott-0a438711/ |
Medical Office, High-end Seniors Housing, Off-Campus Student Housing, Multifamily Real Estate, Self-Storage |
1.984 |
$24.5B |
|
https://www.linkedin.com/company/kayne-anderson-capital-advisors/ |
https://kaynecapital.com/ |
Kayne Anderson Capital Advisors is a leading alternative investment firm that manages investments across multiple asset classes including energy, real estate, credit and growth equity. The firm was founded in 1984 on the same principles that still hold strong today – a disciplined investment approach, employing high-quality people, partnering with the highest standards of excellence and aligning our interests with those of our investors and partners and translating that into attractive investment growth. We are focused on sourcing unique opportunities within the areas in which we invest and pride ourselves in going where other firms can’t and don’t. Our approach is rooted in the pursuit of niches —narrowly focused market segments whose size or complexity serve as a barrier to entry for other investment firms. By developing both knowledge and sourcing advantages, we are able to own and exploit these niches to deliver above average, risk-adjusted investment returns. |
PERE |
|
|
Kayne Anderson Capital Advisors, L.P. |
Frank |
Duemmler |
Partner |
Direct: (914) 940-6042 |
|
fduemmler@kaynecapital.com |
investorrelations@kaynecapital.com |
1800 Avenue of the Stars, Third Floor |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/frank-duemmler-8228345/ |
Medical Office, High-end Seniors Housing, Off-Campus Student Housing, Multifamily Real Estate, Self-Storage |
1.984 |
$24.5B |
|
https://www.linkedin.com/company/kayne-anderson-capital-advisors/ |
https://kaynecapital.com/ |
Kayne Anderson Capital Advisors is a leading alternative investment firm that manages investments across multiple asset classes including energy, real estate, credit and growth equity. The firm was founded in 1984 on the same principles that still hold strong today – a disciplined investment approach, employing high-quality people, partnering with the highest standards of excellence and aligning our interests with those of our investors and partners and translating that into attractive investment growth. We are focused on sourcing unique opportunities within the areas in which we invest and pride ourselves in going where other firms can’t and don’t. Our approach is rooted in the pursuit of niches —narrowly focused market segments whose size or complexity serve as a barrier to entry for other investment firms. By developing both knowledge and sourcing advantages, we are able to own and exploit these niches to deliver above average, risk-adjusted investment returns. |
PERE |
|
| 364 |
KCY Family Office LLC |
Steven |
Zhang |
Founding Partner |
(646) 481-1398 |
|
szhang@kcyfamo.com |
info@kcyfamo.com |
152 W 57th Street, 28th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/steven-zhang-0654778/ |
Hedge Funds, Private Equity Funds, Real Estate Funds, Alternative Investment |
2.018 |
|
szhang@youheinvest.com |
https://www.linkedin.com/company/kcy-family-office-llc/
https://www.youheinvest.com/ |
https://www.kcyfamo.com/ |
KCY Family Office, a multi-family office with an investment platform for cross-border high net worth families to co-invest with their “like-minded” peers in the U.S. for global alternative investment opportunities. KCY Family Office LLC is the general partner of BOLE2 Investment Fund L.P. |
MF |
|
|
KCY Family Office LLC |
Anla |
Cheng |
Founder & Advisor |
(646) 481-1398 |
|
acheng@kcyfamo.com |
info@kcyfamo.com |
152 W 57th Street, 28th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/anla-cheng-01526a96/ |
Hedge Funds, Private Equity Funds, Real Estate Funds, Alternative Investment |
2.018 |
|
anla@thechinaproject.com |
https://www.linkedin.com/company/kcy-family-office-llc/ |
https://www.kcyfamo.com/ |
KCY Family Office, a multi-family office with an investment platform for cross-border high net worth families to co-invest with their “like-minded” peers in the U.S. for global alternative investment opportunities. KCY Family Office LLC is the general partner of BOLE2 Investment Fund L.P. |
MF |
|
|
KCY Family Office LLC |
Clarence |
Kwan |
Founder |
(646) 481-1398 |
|
ckwan@kcyfamo.com |
info@kcyfamo.com |
152 W 57th Street, 28th Floor |
New York |
NY |
10019 |
United States of America |
North America |
|
Hedge Funds, Private Equity Funds, Real Estate Funds, Alternative Investment |
2.018 |
|
|
https://www.linkedin.com/company/kcy-family-office-llc/ |
https://www.kcyfamo.com/ |
KCY Family Office, a multi-family office with an investment platform for cross-border high net worth families to co-invest with their “like-minded” peers in the U.S. for global alternative investment opportunities. KCY Family Office LLC is the general partner of BOLE2 Investment Fund L.P. |
MF |
|
| 365 |
Keel Point Advisors, LLC |
David |
Parks |
President and CEO |
(703) 807-2020 |
(703) 807-1122 |
dparks@keelpoint.com |
info@keelpoint.com |
8065 Leesburg Pike, Suite 300 |
Vienna |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/david-parks-91647714/ |
"Most families we advise participate in traditional investments as well as alternative investments. Client portfolios are managed with extreme care addressing asset allocation, risk tolerance and time horizons.
Alternative investments are often relegated to a bucket that isn’t managed with the same structure and strategy. We balance your holdings in traditional investments against recommendations in the alternative sectors." |
1.994 |
$1.01B |
|
https://www.linkedin.com/company/keelpoint/ |
https://www.keelpoint.com/ |
Keel Point Horizon Family Office, a multi-family office division of Keel Point Horizon, is for people with substantial, multi-generational wealth in need of a more tailored approach to managing life and wealth. We provide educated counsel, unwavering capability, and highly personal service to help our clients leave an indelible impact. |
MF |
|
|
Keel Point Advisors, LLC |
Matthew |
Thornett |
Principal & Senior Wealth Advisor |
(703) 807-2020 |
(703) 807-1122 |
mthornett@keelpoint.com |
info@keelpoint.com |
8065 Leesburg Pike, Suite 300 |
Vienna |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/matt-thornett-7706b226/ |
"Most families we advise participate in traditional investments as well as alternative investments. Client portfolios are managed with extreme care addressing asset allocation, risk tolerance and time horizons.
Alternative investments are often relegated to a bucket that isn’t managed with the same structure and strategy. We balance your holdings in traditional investments against recommendations in the alternative sectors." |
1.994 |
$1.01B |
|
https://www.linkedin.com/company/keelpoint/ |
https://www.keelpoint.com/ |
Keel Point Horizon Family Office, a multi-family office division of Keel Point Horizon, is for people with substantial, multi-generational wealth in need of a more tailored approach to managing life and wealth. We provide educated counsel, unwavering capability, and highly personal service to help our clients leave an indelible impact. |
MF |
|
|
Keel Point Advisors, LLC |
Miriam |
Boysen |
Chief Wealth Officer, Family Office |
(703) 807-2020 |
(703) 807-1122 |
mboysen@keelpoint.com |
info@keelpoint.com |
8065 Leesburg Pike, Suite 300 |
Vienna |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/miriam-s-boysen-a6894a112/ |
"Most families we advise participate in traditional investments as well as alternative investments. Client portfolios are managed with extreme care addressing asset allocation, risk tolerance and time horizons.
Alternative investments are often relegated to a bucket that isn’t managed with the same structure and strategy. We balance your holdings in traditional investments against recommendations in the alternative sectors." |
1.994 |
$1.01B |
|
https://www.linkedin.com/company/keelpoint/ |
https://www.keelpoint.com/ |
Keel Point Horizon Family Office, a multi-family office division of Keel Point Horizon, is for people with substantial, multi-generational wealth in need of a more tailored approach to managing life and wealth. We provide educated counsel, unwavering capability, and highly personal service to help our clients leave an indelible impact. |
MF |
|
|
Keel Point Advisors, LLC |
Steven |
Skancke |
Ph.D. Chief Investment Officer and Client Director |
(703) 807-2020 |
(703) 807-1122 |
sskancke@keelpoint.com |
info@keelpoint.com |
8065 Leesburg Pike, Suite 300 |
Vienna |
VA |
22182 |
United States of America |
North America |
https://www.linkedin.com/in/steven-skancke-4659544/ |
"Most families we advise participate in traditional investments as well as alternative investments. Client portfolios are managed with extreme care addressing asset allocation, risk tolerance and time horizons.
Alternative investments are often relegated to a bucket that isn’t managed with the same structure and strategy. We balance your holdings in traditional investments against recommendations in the alternative sectors." |
1.994 |
$1.01B |
|
https://www.linkedin.com/company/keelpoint/ |
https://www.keelpoint.com/ |
Keel Point Horizon Family Office, a multi-family office division of Keel Point Horizon, is for people with substantial, multi-generational wealth in need of a more tailored approach to managing life and wealth. We provide educated counsel, unwavering capability, and highly personal service to help our clients leave an indelible impact. |
MF |
|
| 366 |
Kehrli & Zehnder Family Office Services AG |
Albert |
Konrad |
Partner |
41 442 221 818 |
41 442 221 850 |
ak@kehrlizehnder.com |
answers@kehrlizehnder.com |
Gartenstrasse 33 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/albert-konrad-370b2258/ |
Direct Investments in Home Market, Passively and Actively Managed Funds, Alternative Investments as well as investments in Asia |
2.003 |
|
|
https://www.linkedin.com/company/konrad-zehnder-wealth-partners-ag/ |
https://www.konradzehnder.com/ |
Konrad Zehnder Wealth Partners focuses on active portfolio management and wealth-related family office services. |
MF |
|
|
Kehrli & Zehnder Family Office Services AG |
Dominik |
Zehnder |
Co-Founder, Partner |
41 442 221 818 |
41 442 221 850 |
dez@kehrlizehnder.com |
answers@kehrlizehnder.com |
Gartenstrasse 33 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/dominik-e-zehnder-3775b/ |
Direct Investments in Home Market, Passively and Actively Managed Funds, Alternative Investments as well as investments in Asia |
2.003 |
|
|
https://www.linkedin.com/company/konrad-zehnder-wealth-partners-ag/ |
https://www.konradzehnder.com/ |
Konrad Zehnder Wealth Partners focuses on active portfolio management and wealth-related family office services. |
MF |
|
|
Kehrli & Zehnder Family Office Services AG |
Federico |
Pitteri |
Partner |
41 442 221 818 |
41 442 221 850 |
fp@kehrlizehnder.com |
answers@kehrlizehnder.com |
Gartenstrasse 33 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
|
Direct Investments in Home Market, Passively and Actively Managed Funds, Alternative Investments as well as investments in Asia |
2.003 |
|
|
https://www.linkedin.com/company/konrad-zehnder-wealth-partners-ag/ |
https://www.konradzehnder.com/ |
Konrad Zehnder Wealth Partners focuses on active portfolio management and wealth-related family office services. |
MF |
|
|
Kehrli & Zehnder Family Office Services AG |
Georg |
Stucki |
Partner |
41 442 221 821 |
41 442 221 850 |
gs@kehrlizehnder.com |
answers@kehrlizehnder.com |
Gartenstrasse 33 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/georg-stucki-86263a101/ |
Direct Investments in Home Market, Passively and Actively Managed Funds, Alternative Investments as well as investments in Asia |
2.003 |
|
|
https://www.linkedin.com/company/konrad-zehnder-wealth-partners-ag/ |
https://www.konradzehnder.com/ |
Konrad Zehnder Wealth Partners focuses on active portfolio management and wealth-related family office services. |
MF |
|
| 367 |
Kellner Capital, LLC |
George |
Kellner |
Founder & CEO |
(212) 350-0200 |
(212) 350-0300 |
george.kellner@kellnerdileo.com |
info@kellnercap.com |
900 Third Avenue, Suite 1401 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/georgekellner/ |
|
|
$137M |
|
|
http://kellnercap.com/ |
Kellner Capital is an alternative investment manager. The Firm utilizes a multi-strategy approach with an emphasis on event-driven opportunities. Based in New York City, Kellner is an independently owned registered investment advisor. Kellner Capital is one of Wall Street’s most seasoned hedge fund managers with more than a 30 year continuous operating history. Originally founded as a merger arbitrage investment partnership, today the Firm offers a variety of alternative investment strategies and manages capital on behalf of leading family office and institutional investors. In addition to its hedge funds, Kellner offers retail investors access to its strategies through a family of alternative mutual funds. |
Fund-of-Fund |
|
| 368 |
Kensington Investment Company, Inc. |
Noel |
Heeran |
Vice President of Facilities |
(617) 790-3900 |
|
nheeran@kicboston.com |
info@kicboston.com |
347 Congress Street |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/noel-heeran-46895a139/ |
Real Estate in New England and Utah, direct investments in private companies, and alternative investment vehicles, such as private equity and venture capital funds. |
1.983 |
$15B |
|
https://www.linkedin.com/company/kensington-investment-company/ |
https://www.kicboston.com/ |
KIC, founded in 1983, is the family office of the Lewis Family and a Boston-based investment firm with offices in Utah. KIC’s primary areas of investment include real estate in New England and Utah, direct investments in private companies, and alternative investment vehicles, such as private equity and venture capital funds.
In addition to real estate and other investments, the Lewis Family owns Grand Circle Corporation (GCC), which operates through the brands Grand Circle Cruise Line, Overseas Adventure Travel, and Grand Circle Travel, and is the nationally recognized leader in international travel, adventure, and discovery to Americans over the age of 50.
We also have formalized our commitment to changing people’s lives and giving back to the communities where we travel, live, and work through our philanthropic endeavors, through the Alnoba Lewis Family Foundation, which include the Pinnacle Leadership Foundation, Grand Circle Foundation, and the Eastman’s Corner Foundation. Our goal in our business practices and in our giving is to be the leading socially and environmentally responsible family real estate development and investment firm in New England. |
SF |
|
|
Kensington Investment Company, Inc. |
Victor |
Bogachev |
Vice President of Alternative Investment |
(617) 790-3900 |
|
vbogachev@kicboston.com |
info@kicboston.com |
347 Congress Street |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/vnbogachev/ |
Real Estate in New England and Utah, direct investments in private companies, and alternative investment vehicles, such as private equity and venture capital funds. |
1.983 |
$15B |
|
https://www.linkedin.com/company/kensington-investment-company/ |
https://www.kicboston.com/ |
KIC, founded in 1983, is the family office of the Lewis Family and a Boston-based investment firm with offices in Utah. KIC’s primary areas of investment include real estate in New England and Utah, direct investments in private companies, and alternative investment vehicles, such as private equity and venture capital funds.
In addition to real estate and other investments, the Lewis Family owns Grand Circle Corporation (GCC), which operates through the brands Grand Circle Cruise Line, Overseas Adventure Travel, and Grand Circle Travel, and is the nationally recognized leader in international travel, adventure, and discovery to Americans over the age of 50.
We also have formalized our commitment to changing people’s lives and giving back to the communities where we travel, live, and work through our philanthropic endeavors, through the Alnoba Lewis Family Foundation, which include the Pinnacle Leadership Foundation, Grand Circle Foundation, and the Eastman’s Corner Foundation. Our goal in our business practices and in our giving is to be the leading socially and environmentally responsible family real estate development and investment firm in New England. |
SF |
|
| 369 |
Key Family Partners SA |
Morten |
Kielland |
Co-Founder |
41 223 390 000 |
|
mhk@keyfamilypartners.com |
|
Rue François-Bonivard 6 |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/morten-kielland-63b69011b/ |
Private Equity, Real Estate, Equity Derivatives, Alternative Investments, Endowment Funds |
|
|
|
https://www.linkedin.com/company/key-family-partners/ |
https://keyfamilypartners.com/ |
KFP is a multi-family office in Geneva, serving high net worth families to integrate their financial needs. We provide tailored investment management services, club deals, asset allocation and wealth planning, administration, and total wealth reporting. We strive to give our families exceptional service, focusing on their unique and personal requirements whilst providing all the benefits of operating in a sophisticated, private investment club. |
MF |
|
|
Key Family Partners SA |
Nigel |
John Webber |
Chief Investment Officer |
41 223 390 000 |
|
kfp@keyfamilypartners.com |
|
Rue François-Bonivard 6 |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
|
Private Equity, Real Estate, Equity Derivatives, Alternative Investments, Endowment Funds |
|
|
|
https://www.linkedin.com/company/key-family-partners/ |
https://keyfamilypartners.com/ |
KFP is a multi-family office in Geneva, serving high net worth families to integrate their financial needs. We provide tailored investment management services, club deals, asset allocation and wealth planning, administration, and total wealth reporting. We strive to give our families exceptional service, focusing on their unique and personal requirements whilst providing all the benefits of operating in a sophisticated, private investment club. |
MF |
|
|
Key Family Partners SA |
Simon |
Minder |
Member of the Board of Directors |
Direct: 41 793 333 856 |
|
simon.minder@m76.ch |
|
Rue François-Bonivard 6 |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/simonminder/ |
Private Equity, Real Estate, Equity Derivatives, Alternative Investments, Endowment Funds |
|
|
|
https://www.m76.ch/team/ |
https://keyfamilypartners.com/ |
KFP is a multi-family office in Geneva, serving high net worth families to integrate their financial needs. We provide tailored investment management services, club deals, asset allocation and wealth planning, administration, and total wealth reporting. We strive to give our families exceptional service, focusing on their unique and personal requirements whilst providing all the benefits of operating in a sophisticated, private investment club. |
MF |
|
| 370 |
KeyBridge Financial LLC |
James |
Catanese |
Principal |
(610) 544-7372 |
(610) 544-5501 |
jcatanese@key-bridge.com |
|
1489 Baltimore Pike, Suite 203 |
Springfield |
PA |
19064 |
United States of America |
North America |
https://www.linkedin.com/in/jim-catanese-7235502a/ |
Private Equity, Hedge Funds, Equities, Real Estate |
|
|
|
|
https://www.key-bridge.com/ |
Keybridge Financial is a single family office based in Fort Washington, Pennsylvania. Keybridge Financial offers investment, financial management and planning services in private equity, hedge funds, equities, real estate and other asset classes for a single family offices in the Pennsylvania. The assets of the firm are managed by the executive management team. |
SF |
|
| 371 |
KG Investments, LLC |
Allan |
Kaplan |
Managing Partner |
|
|
allan@kginvest.net |
info@kginvest.net |
20751 N Pima Rd., Suite 100 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
https://www.linkedin.com/in/allankaplan/ |
Venture Capital, Secondary Financing, Private Equity, Technology, Hedge Funds |
1.994 |
|
|
https://www.linkedin.com/company/kaplan-group-investments/ |
https://www.kginvest.net/ |
KG Investments is a private family office fund focused on investing in technology companies via direct investments and secondary loans. This approach is guided by our extensive background of building and investing in technology related companies over the last 20 years. KG Investments also invests in uncorrelated professionally managed Hedge & Private Equity funds as a Limited Partner looking for unique differentiated opportunities. |
SF |
|
|
KG Investments, LLC |
Giles |
Somerville |
Partner |
|
|
giles@kginvest.net |
info@kginvest.net |
20751 N Pima Rd., Suite 100 |
Scottsdale |
AZ |
85255 |
United States of America |
North America |
|
Venture Capital, Secondary Financing, Private Equity, Technology, Hedge Funds |
1.994 |
|
|
https://www.linkedin.com/company/kaplan-group-investments/ |
https://www.kginvest.net/ |
KG Investments is a private family office fund focused on investing in technology companies via direct investments and secondary loans. This approach is guided by our extensive background of building and investing in technology related companies over the last 20 years. KG Investments also invests in uncorrelated professionally managed Hedge & Private Equity funds as a Limited Partner looking for unique differentiated opportunities. |
SF |
|
| 372 |
Kilbourn Capital Management, LLC |
Bruce |
Beda |
CEO & Managing Partner |
(312) 794-7797 |
|
bruce@kilbourncapital.com |
|
The John Hancock Center, 875 North Michigan Ave., 31st Floor |
Chicago |
IL |
60611 |
United States of America |
North America |
|
|
|
|
|
|
http://www.kilbourncapital.com/ |
Kilbourn Capital Management is an investment management firm based in Chicago, IL. Kilbourn manages The Kilbourn Opportunity Fund (KOF). Kilbourn began in 2001 with the Kilbourn Diversified Strategy Fund and introduced the Kilbourn Opportunity Fund in 2005. Kilbourn's investments are guided by over 45 years of experience and knowledge. Kilbourn's fund is a "fund of funds." The key benefits of investing in a fund of funds includes the following:
> Diversification
> Kilbourn's fund is invested amongst 10-20 different hedge funds
> Lower minimum investment
> $250,000 Vs. common minimums of $1,000,000
> Access to top performing funds that are closed to new investors |
Fund-of-Fund |
|
| 373 |
King Seal Holdings |
Justin |
Ng |
Investment Director |
|
|
justin@cachet-group.com |
|
28/F YF Life Tower, 33 Lockhart Road |
Wanchai |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/jnjustinng/ |
Private and Public Equities, Fixed Income, Hedge Funds |
|
|
|
https://www.cachet-group.com/ |
https://www.king-seal.com/ |
King Seal Holdings is a single family office based in Hong Kong. Through investments in private and public equities, fixed income, and hedge funds, we aim to deliver consistent absolute returns. |
SF |
|
| 374 |
Kings Mountain Capital Group, LLC |
Kermit |
Claytor |
Founder & Principal |
(650) 688-0300 |
(650) 688-0302 |
kent@menloadvisors.com |
|
800 Oak Grove Avenue, Suite 205 |
Menlo Park |
CA |
94025 |
United States of America |
North America |
https://www.linkedin.com/in/kermit-s-claytor-08902412/ |
Real Estate, Early-Stage Venture Capital Investing, Venture Capital Funds, Consumer, Enterprise, FinTech, Financial Technology, Frontier, Healthcare, PropTech, Hedge Fund |
2.011 |
|
kermit@znet.com |
http://www.menloadvisors.com/ |
|
Kings Mountain Capital Group LLC is a Single Family Office (SFO), providing family governance, investment management, and real estate management functions to my family. Individually, I provide portfolio advisory services to select clients, in which my family has investments, and active in early-stage Venture Capital investing. |
SF |
|
| 375 |
Kingsbridge Wealth Management, Inc. |
David |
Dunn |
President, CEO, Director |
(702) 947-5160 |
(866) 526-1050 |
ddunn@kwm.us.com |
info@kwm.us.com |
1140 N. Town Center Drive, Suite 340 |
Las Vegas |
NV |
89144 |
United States of America |
North America |
https://www.linkedin.com/in/davidjdunn/ |
Alternative Strategies Fund invests in structured Home Equity Contracts, which offers the Fund’s investors exposure to one of the most stable, hard to access, asset classes in the United States, owner-occupied single-family residential real estate, Due Diligence of Investments, Philanthropy Management, Alternative Investment Funds, Sale of an Operating Business, Concentrated Stock Positions, Liquidity after Initial Public Offering (IPO), Divorce, Estate and Succession Planning |
2.008 |
$1.5B |
|
https://www.linkedin.com/company/kingsbridge-wealth-management-inc-/ |
https://kwm.us.com/ |
Kingsbridge Wealth Management is a multi-family office and registered investment advisor created to serve the investment, tax, estate, risk, charitable, and administrative interests of our ultra high net worth families and their related entities. Kingsbridge Wealth Management also manages a private placement fund, the Kingsbridge PWM Partners Fund, LP which was incepted on April 01, 2009. |
MF |
Office Address:
1140 N. Town Center Drive, Suite 340
Las Vegas, NV 89144 |
|
Kingsbridge Wealth Management, Inc. |
Kerri |
Dunn |
Director of Family Office Services |
(702) 947-5160 |
(866) 526-1050 |
kdunn@kwm.us.com |
info@kwm.us.com |
1140 N. Town Center Drive, Suite 340 |
Las Vegas |
NV |
89144 |
United States of America |
North America |
https://www.linkedin.com/in/kerri-l-dunn-28a03843/ |
Alternative Strategies Fund invests in structured Home Equity Contracts, which offers the Fund’s investors exposure to one of the most stable, hard to access, asset classes in the United States, owner-occupied single-family residential real estate, Due Diligence of Investments, Philanthropy Management, Alternative Investment Funds, Sale of an Operating Business, Concentrated Stock Positions, Liquidity after Initial Public Offering (IPO), Divorce, Estate and Succession Planning |
2.008 |
$1.5B |
|
https://twitter.com/KerriDunn1 |
https://kwm.us.com/ |
Kingsbridge Wealth Management was established as a multi-family office to fulfill the needs of our ultra high net worth clients. |
MF |
Office Address:
1140 N. Town Center Drive, Suite 340
Las Vegas, NV 89146 |
|
Kingsbridge Wealth Management, Inc. |
Martin |
Orton |
Vice President, Director |
(702) 947-5160 |
(866) 526-1050 |
morton@kwm.us.com |
info@kwm.us.com |
1140 N. Town Center Drive, Suite 340 |
Las Vegas |
NV |
89144 |
United States of America |
North America |
https://www.linkedin.com/in/martin-orton-a91851/ |
Alternative Strategies Fund invests in structured Home Equity Contracts, which offers the Fund’s investors exposure to one of the most stable, hard to access, asset classes in the United States, owner-occupied single-family residential real estate, Due Diligence of Investments, Philanthropy Management, Alternative Investment Funds, Sale of an Operating Business, Concentrated Stock Positions, Liquidity after Initial Public Offering (IPO), Divorce, Estate and Succession Planning |
2.008 |
$1.5B |
|
https://www.linkedin.com/company/kingsbridge-wealth-management-inc-/ |
https://kwm.us.com/ |
Kingsbridge Wealth Management is a multi-family office and registered investment advisor created to serve the investment, tax, estate, risk, charitable, and administrative interests of our ultra high net worth families and their related entities. Kingsbridge Wealth Management also manages a private placement fund, the Kingsbridge PWM Partners Fund, LP which was incepted on April 01, 2009. |
MF |
Office Address:
1140 N. Town Center Drive, Suite 340
Las Vegas, NV 89145 |
| 376 |
Kingswood Family Office |
Matthew |
Nielsen |
Co-Founder |
Direct: (212) 404-7002 |
|
mnielsen@kingswoodus.com |
info@kingswoodus.com |
17 Battery Place, Suite 625 |
New York |
NY |
10004 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-nielsen-2267b58/ |
Endowment, Alternative Investments |
|
|
|
https://www.kingswoodfo.com/
https://kingswoodus.com/
https://benchmarkinvestments.com/ |
https://kingswoodfamilyoffice.com/ |
Kingswood Family Office, a multi family office firm which focuses on endowment-style investing for ultra high-net-worth individuals and families.
We are Kingswood Family Office, a division of Kingswood US an independent RIA and FINRA licensed broker dealer headquartered in New York City collectively overseeing more than $3 billion in assets. Together with our parent company, Kingswood Group, headquartered in London, UK, we combine the resources and capital of a very large financial services firm with the personalized touch of a boutique company. |
MF |
|
|
Kingswood Family Office |
Douglas |
Blake |
Founding Partner, Family Office |
Direct: (347) 254-1318 |
|
dblake@kingswoodus.com |
info@kingswoodus.com |
17 Battery Place, Suite 625 |
New York |
NY |
10004 |
United States of America |
North America |
https://www.linkedin.com/in/douglas-blake-38b7546/ |
Endowment, Alternative Investments |
|
|
dblake@benchmarkinvestments.com |
https://www.kingswoodfo.com/
https://kingswoodus.com/
https://benchmarkinvestments.com/ |
https://kingswoodfamilyoffice.com/ |
Kingswood Family Office, a multi family office firm which focuses on endowment-style investing for ultra high-net-worth individuals and families.
We are Kingswood Family Office, a division of Kingswood US an independent RIA and FINRA licensed broker dealer headquartered in New York City collectively overseeing more than $3 billion in assets. Together with our parent company, Kingswood Group, headquartered in London, UK, we combine the resources and capital of a very large financial services firm with the personalized touch of a boutique company. |
MF |
|
|
Kingswood Family Office |
Rikin |
Patel |
Founding Partner, Tax Services |
|
|
rpatel@benchmarkinvestments.com |
info@kingswoodus.com |
17 Battery Place, Suite 625 |
New York |
NY |
10004 |
United States of America |
North America |
https://www.linkedin.com/in/rikin-patel-29467a41/ |
Endowment, Alternative Investments |
|
|
rpatel@kingswoodus.com |
https://www.kingswoodfo.com/
https://kingswoodus.com/
https://benchmarkinvestments.com/ |
https://kingswoodfamilyoffice.com/ |
Kingswood Family Office, a multi family office firm which focuses on endowment-style investing for ultra high-net-worth individuals and families.
We are Kingswood Family Office, a division of Kingswood US an independent RIA and FINRA licensed broker dealer headquartered in New York City collectively overseeing more than $3 billion in assets. Together with our parent company, Kingswood Group, headquartered in London, UK, we combine the resources and capital of a very large financial services firm with the personalized touch of a boutique company. |
MF |
|
| 377 |
KKR Singapore PTE Ltd. |
Neal |
Kok |
Principal, Private Equity |
65 6922-5800 |
|
neal.kok@kkr.com |
|
Asia Square Tower 1 8 Marina View, #33-04 |
Singapore |
|
018960 |
Singapore |
Asia |
https://www.linkedin.com/in/neal-kok-20a30329/ |
Biopharmaceuticals, Building Materials, Business Services, Consumer Products, Diagnostics, Education, Energy, Financial Services, Gaming, Health Care, Hotels/Leisure, Industrial, Infrastructure, Manufacturing, Maritime, Media/Communications, Medical Devices, Oil & Gas, Packaging, Paper Industry, Power, Real Estate, Retail, Security, Services, Steel, Technology, Telecom |
|
|
|
|
https://www.kkr.com/ |
KKR is a leading global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate and credit, with strategic partners that manage hedge funds.
As investors with an industrialist vision, we aim to generate attractive investment returns by following a patient and disciplined approach, employing high-quality people, pursuing the highest standards of excellence, and aligning our interests with those of our investment partners. |
Private Equity |
|
| 378 |
Kliwla Family Office |
Valerii |
Golyk |
Vice President |
|
|
vg@kliwla.com |
|
Meierhofstrasse 5 |
Vaduz |
|
9490 |
Principality of Liechtenstein |
Europe |
https://www.linkedin.com/in/valerii-golyk-64b83726/ |
Private Equity, Venture Capital, Hedge Funds, Sports, Hotel, Endowment |
2.016 |
|
|
|
https://klitschko.com/en/companies/kliwla-family-office-ag |
KLIWLA is a single family office that was created in 2016 with an endowment style investment philosophy similar to Yale and Harvard universities and a portfolio divided across a wide spectrum of asset classes. A proven investment approach is employed to seek out globally leading fund managers across traditional asset classes as well as alternatives (Private Equity, Venture Capital and Hedge Funds), with a successful track record. KLIWLA builds on the unique and diverse experience of its team members, who have an in-depth understanding of capital markets and corporate finance with managerial background in investment banking, asset management and entrepreneurship. |
SF |
|
|
Kliwla Family Office |
Kostya |
Kovalchuk |
Managing Director |
|
|
kk@kliwla.com |
|
Meierhofstrasse 5 |
Vaduz |
|
9490 |
Principality of Liechtenstein |
Europe |
https://www.linkedin.com/in/kostya-kovalchuk-9983782/ |
Private Equity, Venture Capital, Hedge Funds, Sports, Hotel, Endowment |
2.016 |
|
|
|
https://klitschko.com/en/companies/kliwla-family-office-ag |
KLIWLA is a single family office that was created in 2016 with an endowment style investment philosophy similar to Yale and Harvard universities and a portfolio divided across a wide spectrum of asset classes. A proven investment approach is employed to seek out globally leading fund managers across traditional asset classes as well as alternatives (Private Equity, Venture Capital and Hedge Funds), with a successful track record. KLIWLA builds on the unique and diverse experience of its team members, who have an in-depth understanding of capital markets and corporate finance with managerial background in investment banking, asset management and entrepreneurship. |
SF |
|
|
Kliwla Family Office |
Konstantin |
Brening |
Director |
|
|
kb@kliwla.com |
|
Meierhofstrasse 5 |
Vaduz |
|
9490 |
Principality of Liechtenstein |
Europe |
https://www.linkedin.com/in/konstantin-b-262bab13/ |
Private Equity, Venture Capital, Hedge Funds, Sports, Hotel, Endowment |
2.016 |
|
|
|
https://klitschko.com/en/companies/kliwla-family-office-ag |
KLIWLA is a single family office that was created in 2016 with an endowment style investment philosophy similar to Yale and Harvard universities and a portfolio divided across a wide spectrum of asset classes. A proven investment approach is employed to seek out globally leading fund managers across traditional asset classes as well as alternatives (Private Equity, Venture Capital and Hedge Funds), with a successful track record. KLIWLA builds on the unique and diverse experience of its team members, who have an in-depth understanding of capital markets and corporate finance with managerial background in investment banking, asset management and entrepreneurship. |
SF |
|
| 379 |
Knightsbridge Private Wealth Limited |
Katya |
Zhitskaya |
Founder, Managing Director |
44 758 844-0080 |
|
|
info@knightsbridgeprivatewealth.com |
14 Basil St., Knightsbridge |
London |
|
SW3 1JJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/katja-zhitskaya-094b771/ |
Private Equity, Real Estate, Hedge Funds, Yachts, Jets, Art |
2.013 |
£155M |
|
https://www.linkedin.com/company/knightsbridge-private-wealth-limited/ |
http://knightsbridgeprivatewealth.com/ |
Knightsbridge Private Wealth, an independent Londo-based Multi Family Office firm. |
MF |
|
| 380 |
Kohlberg Kravis Roberts & Co. L.P. |
Craig |
Larson |
Managing Director |
(212) 230-9722 |
|
craig.larson@kkr.com |
|
9 West 57th Street, Suite 4200 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/craig-larson-43764a24/ |
|
|
$77B |
|
|
http://www.kkr.com/ |
KKR Prisma constructs and manages customized hedge fund portfolios and fund-of-hedge funds. It seeks to deliver superior performance by utilizing portfolio construction techniques and an integrated, quantitative approach to risk management. KKR Prisma takes a specialist approach by seeking leading niche hedge fund managers in each strategy. KKR Prisma employs advanced portfolio construction techniques and an integrated, quantitative approach to risk management. Correlation among managers on the KKR Prisma platform is typically very low and our portfolios are well diversified with different sources of alpha. Various strategies are offered to investors, including moderate and low-volatility, equity, credit and opportunistic in both commingled and separate account portfolios. |
Fund-of-Fund |
|
|
Kohlberg Kravis Roberts & Co. L.P. |
Matteo |
Bozzo |
Principal- London |
44 207 839-9800 |
|
matteo.bozzo@kkr.com |
|
9 West 57th Street, Suite 4200 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/matteo-bozzo-0b190018/ |
|
|
$77B |
|
|
http://www.kkr.com/ |
KKR Prisma constructs and manages customized hedge fund portfolios and fund-of-hedge funds. It seeks to deliver superior performance by utilizing portfolio construction techniques and an integrated, quantitative approach to risk management. KKR Prisma takes a specialist approach by seeking leading niche hedge fund managers in each strategy. KKR Prisma employs advanced portfolio construction techniques and an integrated, quantitative approach to risk management. Correlation among managers on the KKR Prisma platform is typically very low and our portfolios are well diversified with different sources of alpha. Various strategies are offered to investors, including moderate and low-volatility, equity, credit and opportunistic in both commingled and separate account portfolios. |
Fund-of-Fund |
|
| 381 |
Kokai Capital Multi Family Office |
|
|
|
|
|
|
info@kokai.org |
Tuborg Boulevard 12, Hellerup |
Copenhagen |
|
2900 |
Denmark |
Europe |
|
Real Estate, Alternative Investment, Hedge Funds |
|
|
|
|
http://www.kokai.org/ |
Kokai Capital is a multi-family office incorporated in Copenhagen, we provide wealth management solutions for individuals and families. The Family Office has drawn inspiration from the kokai unique flower, that is considered to be blessed with tolerance to changes and adapting new and creative ways to keep the blossom and stability for many years. We are well known for thriving in the complex challenges of transferring both wealth and wisdom in order to create a sustainable family legacy. We follow several values that leads us to success, such as independent advisory, family focused, liability and clear communication with all of our clients. |
MF |
|
| 382 |
Kolega Capital Corporation |
Handry |
Mulyo |
Managing Partner & Founder |
|
|
handry@prixa.ai |
|
|
Jakarta |
|
N/A |
Indonesia |
Asia |
https://www.linkedin.com/in/handry-mulyo-97b4a3b6/ |
Hedge Funds, Private Venture, Real Estate, Consumer Internet, FinTech, Financial Technology, e-Commerce |
2.013 |
|
|
https://www.prixa.ai/ |
|
Kolega Capital Corp is a single family office established to manage the investment activities and grow its assets. Their mission is to generate uncorrelated alpha through the sharing of unique investment ideas, best practices and leveraging the power of relationships across the developed and emerging markets. |
SF |
|
| 383 |
Kontora Family Office GmbH |
Florian |
Hoffmann |
Managing Director, COO, CFO & CRO |
49 40 3290-8880 |
49 40 3290 888-60 |
bewerbung@kontora.com |
contact@kontora.com |
Jungfernstieg 51 |
Hamburg |
|
20354 |
Germany |
Europe |
https://www.linkedin.com/in/florian-hoffmann-617207125/ |
Real Estate Projects, Direct Holdings in Companies, Private Equity, Alternative Investments, Venture Capital |
2.006 |
€150M |
|
https://www.linkedin.com/company/kontora-family-office/ |
https://www.kontora.com/ |
As a multi-family office, Kontora understands complex wealth requirements. And applies this insight to advise its clients and provide other services associated with their portfolio. The inherent complexity of the subject matter means that the range of services we offer is exceptionally broad.
Our unwavering reliability and discretion are a given. Clients also appreciate our expertise in multiple asset classes, such as developing real estate projects, direct holdings in companies, private equity or alternative investments. |
MF |
|
|
Kontora Family Office GmbH |
Stephan |
Buchwald |
Managing Director |
49 40 3290-8880 |
49 40 3290 888-60 |
stephan.buchwald@kontora.com |
contact@kontora.com |
Jungfernstieg 51 |
Hamburg |
|
20354 |
Germany |
Europe |
https://www.linkedin.com/in/stephan-buchwald-8b3b31161/ |
Real Estate Projects, Direct Holdings in Companies, Private Equity, Alternative Investments, Venture Capital |
2.006 |
€150M |
|
https://www.linkedin.com/company/kontora-family-office/ |
https://www.kontora.com/ |
As a multi-family office, Kontora understands complex wealth requirements. And applies this insight to advise its clients and provide other services associated with their portfolio. The inherent complexity of the subject matter means that the range of services we offer is exceptionally broad.
Our unwavering reliability and discretion are a given. Clients also appreciate our expertise in multiple asset classes, such as developing real estate projects, direct holdings in companies, private equity or alternative investments. |
MF |
|
|
Kontora Family Office GmbH |
Leonardo |
Severino |
Head of Private Equity & Venture Capital |
49 40 3290-8880 |
49 40 3290 888-60 |
leonardo.severino@kontora.com |
contact@kontora.com |
Jungfernstieg 51 |
Hamburg |
|
20354 |
Germany |
Europe |
https://www.linkedin.com/in/leonardoseverino/ |
Real Estate Projects, Direct Holdings in Companies, Private Equity, Alternative Investments, Venture Capital |
2.006 |
€150M |
|
https://www.linkedin.com/company/kontora-family-office/ |
https://www.kontora.com/ |
As a multi-family office, Kontora understands complex wealth requirements. And applies this insight to advise its clients and provide other services associated with their portfolio. The inherent complexity of the subject matter means that the range of services we offer is exceptionally broad.
Our unwavering reliability and discretion are a given. Clients also appreciate our expertise in multiple asset classes, such as developing real estate projects, direct holdings in companies, private equity or alternative investments. |
MF |
|
|
Kontora Family Office GmbH |
Janina |
Schiefelbein |
Director Strategic Family Office |
49 40 3290-8880 |
49 40 3290 888-60 |
janina.schiefelbein@kontora.com |
contact@kontora.com |
Jungfernstieg 51 |
Hamburg |
|
20354 |
Germany |
Europe |
https://www.linkedin.com/in/janina-schiefelbein-4336b1102/ |
Real Estate Projects, Direct Holdings in Companies, Private Equity, Alternative Investments, Venture Capital |
2.006 |
€150M |
|
https://www.linkedin.com/company/kontora-family-office/ |
https://www.kontora.com/ |
As a multi-family office, Kontora understands complex wealth requirements. And applies this insight to advise its clients and provide other services associated with their portfolio. The inherent complexity of the subject matter means that the range of services we offer is exceptionally broad.
Our unwavering reliability and discretion are a given. Clients also appreciate our expertise in multiple asset classes, such as developing real estate projects, direct holdings in companies, private equity or alternative investments. |
MF |
|
| 384 |
L Investments |
Candice |
Beaumont |
Managing Director |
(917) 854-6972 |
(914) 373-3823 |
csbeaumont@linvestment.com |
|
One Rockefeller Center Plaza, 11th Floor |
New York |
NY |
10020 |
United States of America |
North America |
https://www.linkedin.com/in/candice-beaumont-146495/ |
Oil and Gas, Clean-Tech, Clean Energy, LP in Hedge Funds, Private Equity |
1.999 |
$20B |
investorrelations@genoil.net |
http://genoil.ca/candice-beaumont/ |
|
L Investments, a single family office with a vast portfolio of public and private equity. |
SF |
|
| 385 |
LAGOM Family Advisor SA |
Alida |
Carcano |
Co-Founder |
41 912 242 450 |
|
alida.carcano@lagom-fa.com |
info@lagom-fa.com |
Corso San Gottardo 88, Residenza Glicine |
Chiasso |
|
CH-6830 |
Switzerland |
Europe |
https://www.linkedin.com/in/alida-carcano-cfa-34882a5/ |
Alternative Investments |
2.017 |
|
alida.carcano@valam.lu |
http://www.valori-assetmanagement.com/ |
https://lagom-fa.com/ |
LAGOM is a totally independent multi-family office, dedicated to a very small number of families and wealthy investors that we try to support in the financial and administrative management of their assets.
We accompany families in knowing, protecting and sustaining (through generations) tangible (family heritage, family business) and intangible wealth (family relationships).
We help families to requalify their time by making wealth management simple through personalized advice that considers interests as well as identified and shared priorities. |
MF |
Operative Office:
Corso San Gottardo 88, residenza Glicine
CH-6830 Chiasso
Switzerland |
|
LAGOM Family Advisor SA |
Severino |
Pugliesi |
CEO & Co-Founder |
41 912 242 450 |
|
severino.pugliesi@lagom-fa.com |
info@lagom-fa.com |
Corso San Gottardo 88, Residenza Glicine |
Chiasso |
|
CH-6830 |
Switzerland |
Europe |
https://www.linkedin.com/in/severino-pugliesi-1a610676/ |
Alternative Investments |
2.017 |
|
|
https://www.linkedin.com/company/lagom-family-advisors-sa/ |
https://lagom-fa.com/ |
LAGOM is a totally independent multi-family office, dedicated to a very small number of families and wealthy investors that we try to support in the financial and administrative management of their assets.
We accompany families in knowing, protecting and sustaining (through generations) tangible (family heritage, family business) and intangible wealth (family relationships).
We help families to requalify their time by making wealth management simple through personalized advice that considers interests as well as identified and shared priorities. |
MF |
Operative Office:
Corso San Gottardo 88, residenza Glicine
CH-6830 Chiasso
Switzerland |
|
LAGOM Family Advisor SA |
Andrea |
Pierangioli |
Senior Advisor |
41 912 242 450 |
|
andrea.pierangioli@lagom-fa.com |
info@lagom-fa.com |
Corso San Gottardo 88, Residenza Glicine |
Chiasso |
|
CH-6830 |
Switzerland |
Europe |
|
Alternative Investments |
2.017 |
|
|
https://www.linkedin.com/company/lagom-family-advisors-sa/ |
https://lagom-fa.com/ |
LAGOM is a totally independent multi-family office, dedicated to a very small number of families and wealthy investors that we try to support in the financial and administrative management of their assets.
We accompany families in knowing, protecting and sustaining (through generations) tangible (family heritage, family business) and intangible wealth (family relationships).
We help families to requalify their time by making wealth management simple through personalized advice that considers interests as well as identified and shared priorities. |
MF |
Operative Office:
Corso San Gottardo 88, residenza Glicine
CH-6830 Chiasso
Switzerland |
|
LAGOM Family Advisor SA |
Nadia |
Boffetti |
Business Support & Administration |
41 912 242 450 |
|
nadia.boffetti@lagom-fa.com |
info@lagom-fa.com |
Corso San Gottardo 88, Residenza Glicine |
Chiasso |
|
CH-6830 |
Switzerland |
Europe |
https://www.linkedin.com/in/nadia-boffetti-2a30409a/ |
Alternative Investments |
2.017 |
|
|
https://www.linkedin.com/company/lagom-family-advisors-sa/ |
https://lagom-fa.com/ |
LAGOM is a totally independent multi-family office, dedicated to a very small number of families and wealthy investors that we try to support in the financial and administrative management of their assets.
We accompany families in knowing, protecting and sustaining (through generations) tangible (family heritage, family business) and intangible wealth (family relationships).
We help families to requalify their time by making wealth management simple through personalized advice that considers interests as well as identified and shared priorities. |
MF |
Operative Office:
Corso San Gottardo 88, residenza Glicine
CH-6830 Chiasso
Switzerland |
| 386 |
Laplace |
Wilfried |
de Chanaud |
Director |
Direct: 33 612 127 112 |
33 155 620 081 |
w.dechanaud@laplace-groupe.com |
|
13, Rue Alphonse de Neuville |
Paris |
|
75017 |
France |
Europe |
https://www.linkedin.com/in/wilfried-dechanaud/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.021 |
|
|
https://www.linkedin.com/company/laplace-groupe/ |
https://laplace-groupe.com/ |
Laplace, a France-based multi family office. The benchmark for high-end private wealth management in France.
Laplace, a reference in high-end private management in France.
Laplace is at the heart of your private interests; the place of meeting and exchanges to make our collaboration, your success.
A perfect balance between the exceptional service of a private bank and the entrepreneurial spirit of a structure on a human scale offers you a unique vision and expertise.
In 2021, in association with Crystal, 7 major private wealth management players with the same DNA are merging to pursue a common destiny around a major project: to create the place of convergence of private wealth management know-how.
More than 30 years of experience bring together more than 120 employees; men and women present and competent, at your service. A sum of knowledge brought together in one place, in one place.
An unprecedented power of expertise, a lasting relationship of trust and closeness with you to meet each of your needs and be as close as possible to your present and future projects.
Laplace, a large house to meet the challenges of tomorrow. |
MF |
|
|
Laplace |
Bertrand |
Lefeubvre |
Deputy Managing Director |
33 155 620 080 |
33 155 620 081 |
b.lefeubvre@laplace-groupe.com |
|
13, Rue Alphonse de Neuville |
Paris |
|
75017 |
France |
Europe |
https://www.linkedin.com/in/bertrand-lefeubvre-0b2716/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.021 |
|
|
https://www.linkedin.com/company/laplace-groupe/ |
https://laplace-groupe.com/ |
Laplace, a France-based multi family office. The benchmark for high-end private wealth management in France.
Laplace, a reference in high-end private management in France.
Laplace is at the heart of your private interests; the place of meeting and exchanges to make our collaboration, your success.
A perfect balance between the exceptional service of a private bank and the entrepreneurial spirit of a structure on a human scale offers you a unique vision and expertise.
In 2021, in association with Crystal, 7 major private wealth management players with the same DNA are merging to pursue a common destiny around a major project: to create the place of convergence of private wealth management know-how.
More than 30 years of experience bring together more than 120 employees; men and women present and competent, at your service. A sum of knowledge brought together in one place, in one place.
An unprecedented power of expertise, a lasting relationship of trust and closeness with you to meet each of your needs and be as close as possible to your present and future projects.
Laplace, a large house to meet the challenges of tomorrow. |
MF |
|
|
Laplace |
Arnaud |
Perrin |
Associate Director |
33 155 620 080 |
33 155 620 081 |
a.perrin@laplace-groupe.com |
|
13, Rue Alphonse de Neuville |
Paris |
|
75017 |
France |
Europe |
https://www.linkedin.com/in/arnaud-perrin-640763113/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.021 |
|
|
https://www.linkedin.com/company/laplace-groupe/ |
https://laplace-groupe.com/ |
Laplace, a France-based multi family office. The benchmark for high-end private wealth management in France.
Laplace, a reference in high-end private management in France.
Laplace is at the heart of your private interests; the place of meeting and exchanges to make our collaboration, your success.
A perfect balance between the exceptional service of a private bank and the entrepreneurial spirit of a structure on a human scale offers you a unique vision and expertise.
In 2021, in association with Crystal, 7 major private wealth management players with the same DNA are merging to pursue a common destiny around a major project: to create the place of convergence of private wealth management know-how.
More than 30 years of experience bring together more than 120 employees; men and women present and competent, at your service. A sum of knowledge brought together in one place, in one place.
An unprecedented power of expertise, a lasting relationship of trust and closeness with you to meet each of your needs and be as close as possible to your present and future projects.
Laplace, a large house to meet the challenges of tomorrow. |
MF |
|
|
Laplace |
Hugues |
Riant |
Consultant Senior |
33 155 620 080 |
33 155 620 081 |
h.riant@laplace-groupe.com |
|
13, Rue Alphonse de Neuville |
Paris |
|
75017 |
France |
Europe |
https://www.linkedin.com/in/hugues-riant-45874617/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.021 |
|
|
https://www.linkedin.com/company/laplace-groupe/ |
https://laplace-groupe.com/ |
Laplace, a France-based multi family office. The benchmark for high-end private wealth management in France.
Laplace, a reference in high-end private management in France.
Laplace is at the heart of your private interests; the place of meeting and exchanges to make our collaboration, your success.
A perfect balance between the exceptional service of a private bank and the entrepreneurial spirit of a structure on a human scale offers you a unique vision and expertise.
In 2021, in association with Crystal, 7 major private wealth management players with the same DNA are merging to pursue a common destiny around a major project: to create the place of convergence of private wealth management know-how.
More than 30 years of experience bring together more than 120 employees; men and women present and competent, at your service. A sum of knowledge brought together in one place, in one place.
An unprecedented power of expertise, a lasting relationship of trust and closeness with you to meet each of your needs and be as close as possible to your present and future projects.
Laplace, a large house to meet the challenges of tomorrow. |
MF |
|
|
Laplace |
Steven |
Bourguin |
Private Manager |
33 155 620 080 |
33 155 620 081 |
s.bourguin@laplace-groupe.com |
|
13, Rue Alphonse de Neuville |
Paris |
|
75017 |
France |
Europe |
https://www.linkedin.com/in/stevenbourguin/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.021 |
|
|
https://www.linkedin.com/company/laplace-groupe/ |
https://laplace-groupe.com/ |
Laplace, a France-based multi family office. The benchmark for high-end private wealth management in France.
Laplace, a reference in high-end private management in France.
Laplace is at the heart of your private interests; the place of meeting and exchanges to make our collaboration, your success.
A perfect balance between the exceptional service of a private bank and the entrepreneurial spirit of a structure on a human scale offers you a unique vision and expertise.
In 2021, in association with Crystal, 7 major private wealth management players with the same DNA are merging to pursue a common destiny around a major project: to create the place of convergence of private wealth management know-how.
More than 30 years of experience bring together more than 120 employees; men and women present and competent, at your service. A sum of knowledge brought together in one place, in one place.
An unprecedented power of expertise, a lasting relationship of trust and closeness with you to meet each of your needs and be as close as possible to your present and future projects.
Laplace, a large house to meet the challenges of tomorrow. |
MF |
|
| 387 |
Laxey Partners Ltd |
Andrew |
Pegge |
Managing Director |
44 162 469-0900 |
44 870 120-8693 |
andrew.pegge@laxeypartners.com |
|
Derby House, 64 Athol St. |
Douglas |
|
IM1 1JD |
Isle of Man |
Europe |
|
Hedge Fund, Equity, Debt, Private Equity, Emerging Markets |
|
|
|
|
http://www.laxeypartners.com/ |
Laxey Partners is a family office, trading in listed equities and other securities, private equity and real estate, based in the Isle of Man with offices in London and throughout Europe. There are many elements to Laxeys investment style but the core approach is fundamental value. |
SF |
|
| 388 |
LBJ Family Wealth Advisors, Ltd |
Faith |
Vincent |
Chief Investment Officer |
(512) 457-5000 |
(512) 322-0168 |
faith.vincent@lbjadvisors.com |
|
3800 North Lamar, Suite 200 |
Austin |
TX |
78756 |
United States of America |
North America |
https://www.linkedin.com/in/faith-vincent-9002153/ |
Private Equity, Hedge Funds |
2.006 |
$252M |
|
https://www.linkedin.com/company/lbj-family-wealth-advisors-ltd./ |
http://www.lbjadvisors.com/ |
LBJ Family Wealth Advisors, adviser to a multi-family office managing investments in marketable securities, energy, timber, real estate, and private equity for the heirs of President Johnson and multiple third-party families. |
MF |
|
|
LBJ Family Wealth Advisors, Ltd |
Ian |
Turpin |
President |
(512) 457-5000 |
(512) 322-0168 |
ian.turpin@lbjadvisors.com |
|
3800 North Lamar, Suite 200 |
Austin |
TX |
78756 |
United States of America |
North America |
|
Private Equity, Hedge Funds |
2.006 |
$252M |
iturpin@lbjadvisors.com |
https://www.linkedin.com/company/lbj-family-wealth-advisors-ltd./ |
http://www.lbjadvisors.com/ |
LBJ Family Wealth Advisors, adviser to a multi-family office managing investments in marketable securities, energy, timber, real estate, and private equity for the heirs of President Johnson and multiple third-party families. |
MF |
|
| 389 |
LCA Capital LLC |
Joel |
Levin |
Chief Investment Officer |
(212) 333-3377 |
|
joelslevin@gmail.com |
|
654 Madison Ave., Suite 1001 |
New York |
NY |
10065 |
United States of America |
North America |
https://www.linkedin.com/in/joel-levin-49802241/ |
Traditional & Alternative investments such as Venture Capital, Life Science, Growth Equity, GP Stakes, Real Estate and Structured Credit. |
|
|
|
|
https://www.linkedin.com/company/lca-capital/ |
LCA Capital is multi-generational, Latin American family office located in New York and Mexico City with operating businesses across infrastructure, real estate, hotels & self-storage. Utilizing a broad and flexible mandate, the portfolio invests across the investment spectrum, including venture capital, life science, GP-stakes & structured credit. |
SF |
|
| 390 |
LCM Family Ltd |
Elizabeth |
Steinhart |
Philanthropy Advisor |
Direct: 44 741 899-8384 |
|
elizabeth@lcmfamily.co.uk |
|
60 Spring Gardens |
Manchester |
|
M2 2BQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/lizzysteinhart/ |
Endowments, Foundations, Hedge Funds, Private Equity, Alternative Investments |
2.003 |
|
elizabeth@lcmwealth.co.uk |
https://www.linkedin.com/company/lcm-wealth-management-limited/ |
https://lcmfamily.co.uk/ |
LCM Family, a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client.
We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. |
MF |
|
|
LCM Family Ltd |
Ian |
Smith |
Solicitor |
Office: 44 161 503-8834 |
|
ian@lcmfamily.co.uk |
|
60 Spring Gardens |
Manchester |
|
M2 2BQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/ian-smith-2585a5139/ |
Endowments, Foundations, Hedge Funds, Private Equity, Alternative Investments |
2.003 |
|
ian@lcmwealth.co.uk |
https://www.linkedin.com/company/lcm-wealth-management-limited/ |
https://lcmfamily.co.uk/ |
LCM Family, a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client.
We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. |
MF |
|
|
LCM Family Ltd |
Joel |
Steinhart |
Wealth Manager |
Office: 44 790 925-3308 |
|
joel@lcmfamily.co.uk |
|
60 Spring Gardens |
Manchester |
|
M2 2BQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/joel-steinhart-fcca-dippfs-21874846/ |
Endowments, Foundations, Hedge Funds, Private Equity, Alternative Investments |
2.003 |
|
joel@lcmwealth.co.uk |
https://www.linkedin.com/company/lcm-wealth-management-limited/ |
https://lcmfamily.co.uk/ |
LCM Family, a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client.
We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. |
MF |
|
|
LCM Family Ltd |
James |
Litchfield |
Managing Director |
Office: 44 161 503-8834 |
|
james@lcmwealth.co.uk |
|
60 Spring Gardens |
Manchester |
|
M2 2BQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/james-litchfield-2415407/ |
Endowments, Foundations, Hedge Funds, Private Equity, Alternative Investments |
2.003 |
|
|
https://www.linkedin.com/company/lcm-wealth-management-limited/ |
https://lcmfamily.co.uk/ |
LCM Family, a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client.
We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. |
MF |
|
| 391 |
LDJ Capital Multi-Family Office |
Christopher |
Perez |
Managing Director |
(212) 845-9652 |
(212) 208-4371 |
chris@chrisperezlending.com |
info@ldjcapital.com |
45 Rockefeller Plaza |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/christopherlperez/ |
Social Media, Alternative Energy, Insurance & Tax Mitigation, Tech and Cybersecurity, Media, Commercial Credit, Oil, Gas & Soft Commodities, Diamonds & Gold, Metal Commodities, Publick Markets, Family Offices, Private Equity, Real Estate, Fashion, Luxury Consumer Goods, Renewable Energy, Food and Beverages, Secondary Investments, Venture Capital, Hedge Funds, Advertising Platforms and eCommerce, Real Estate Urban Infrastructure, Encryption, Telecom, Medical, Healthcare, Wireless, Crypto, Real Estate, Convergence Technologies |
2.005 |
$22B |
|
https://www.chrisperezlending.com/ |
https://ldjcapital.com/ |
The LDJ Capital Multi-Family Office is the culmination of our executives’ career-long journey to serve UHNW families and individuals in a different way – by providing advice that is not colored by any agenda other than your needs and best interests. |
MF |
|
|
LDJ Capital Multi-Family Office |
Thomas |
De Shazo |
Advisor |
(212) 845-9652 |
(212) 208-4371 |
thomas.deshazo@avirasciences.com |
info@ldjcapital.com |
45 Rockefeller Plaza |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/thomasdeshazo/ |
Social Media, Alternative Energy, Insurance & Tax Mitigation, Tech and Cybersecurity, Media, Commercial Credit, Oil, Gas & Soft Commodities, Diamonds & Gold, Metal Commodities, Publick Markets, Family Offices, Private Equity, Real Estate, Fashion, Luxury Consumer Goods, Renewable Energy, Food and Beverages, Secondary Investments, Venture Capital, Hedge Funds, Advertising Platforms and eCommerce, Real Estate Urban Infrastructure, Encryption, Telecom, Medical, Healthcare, Wireless, Crypto, Real Estate, Convergence Technologies |
2.005 |
$22B |
|
https://www.linkedin.com/company/ldj-capital-vc-division/ |
https://ldjcapital.com/ |
The LDJ Capital Multi-Family Office is the culmination of our executives’ career-long journey to serve UHNW families and individuals in a different way – by providing advice that is not colored by any agenda other than your needs and best interests. |
MF |
|
|
LDJ Capital Multi-Family Office |
David |
Drake |
Founder & Chairman |
(212) 845-9652 |
(212) 208-4371 |
david@ldjcapital.com |
info@ldjcapital.com |
45 Rockefeller Plaza |
New York |
NY |
10111 |
United States of America |
North America |
https://www.linkedin.com/in/david-drake-68103515/ |
Social Media, Alternative Energy, Insurance & Tax Mitigation, Tech and Cybersecurity, Media, Commercial Credit, Oil, Gas & Soft Commodities, Diamonds & Gold, Metal Commodities, Publick Markets, Family Offices, Private Equity, Real Estate, Fashion, Luxury Consumer Goods, Renewable Energy, Food and Beverages, Secondary Investments, Venture Capital, Hedge Funds, Advertising Platforms and eCommerce, Real Estate Urban Infrastructure, Encryption, Telecom, Medical, Healthcare, Wireless, Crypto, Real Estate, Convergence Technologies |
2.005 |
$22B |
|
https://www.linkedin.com/company/ldj-capital-vc-division/ |
https://ldjcapital.com/ |
The LDJ Capital Multi-Family Office is the culmination of our executives’ career-long journey to serve UHNW families and individuals in a different way – by providing advice that is not colored by any agenda other than your needs and best interests. |
MF |
|
| 392 |
Leon MFO Investments Limited |
Andrey |
Narutskiy |
Managing Director, CEO |
Mobile: 357 96 308 280 |
357 25 260 095 |
andrey.narutskiy@leonmfo.com |
leonmfo@leonmfo.com |
37, Theklas Lisioti, Gemini House, Office 301 |
Limassol |
|
CY-3030 |
Cyprus |
Europe |
https://www.linkedin.com/in/andrey-narutskiy-8171a71/ |
Funds, Hedge Funds, Fund-of-Funds, Alternative Investments, Liquid, Private Equity |
2.013 |
|
|
https://www.linkedin.com/company/leon-mfo-investments/ |
https://leoninvestments.com.cy/ |
Leon MFO Investments Limited is a Cyprus Investment Firm regulated by the Cyprus Securities and Exchange Commission (CySEC) (www.cysec.gov.cy) with license No. 245/14. Leon MFO Investments Limited provides bespoke and highly individualized investment advice and portfolio management services to the clients of Leon Family Office. |
MF |
|
|
Leon MFO Investments Limited |
Marina |
Koshel |
Executive Director, Head of Risk Management |
Mobile: 357 96 308 283 |
357 25 260 095 |
marina.koshel@leonmfo.com |
leonmfo@leonmfo.com |
37, Theklas Lisioti, Gemini House, Office 301 |
Limassol |
|
CY-3030 |
Cyprus |
Europe |
https://www.linkedin.com/in/marina-koshel-777ba9a4/ |
Funds, Hedge Funds, Fund-of-Funds, Alternative Investments, Liquid, Private Equity |
2.013 |
|
|
https://www.linkedin.com/company/leon-mfo-investments/ |
https://leoninvestments.com.cy/ |
Leon MFO Investments Limited is a Cyprus Investment Firm regulated by the Cyprus Securities and Exchange Commission (CySEC) (www.cysec.gov.cy) with license No. 245/14. Leon MFO Investments Limited provides bespoke and highly individualized investment advice and portfolio management services to the clients of Leon Family Office. |
MF |
|
|
Leon MFO Investments Limited |
Mikhail |
Borisov |
Chief Investment Officer |
Mobile: 357 96 444 167 |
357 25 260 095 |
michael.borisov@leonmfo.com |
leonmfo@leonmfo.com |
37, Theklas Lisioti, Gemini House, Office 301 |
Limassol |
|
CY-3030 |
Cyprus |
Europe |
https://www.linkedin.com/in/michael-borisov-018366/ |
Funds, Hedge Funds, Fund-of-Funds, Alternative Investments, Liquid, Private Equity |
2.013 |
|
|
https://www.linkedin.com/company/leon-mfo-investments/ |
https://leoninvestments.com.cy/ |
Leon MFO Investments Limited is a Cyprus Investment Firm regulated by the Cyprus Securities and Exchange Commission (CySEC) (www.cysec.gov.cy) with license No. 245/14. Leon MFO Investments Limited provides bespoke and highly individualized investment advice and portfolio management services to the clients of Leon Family Office. |
MF |
|
|
Leon MFO Investments Limited |
Demetris |
Nicolaou |
Head of Business Development |
Mobile: 357 99 662 100 |
357 25 260 095 |
demetris.nicolaou@leonmfo.com |
leonmfo@leonmfo.com |
37, Theklas Lisioti, Gemini House, Office 301 |
Limassol |
|
CY-3030 |
Cyprus |
Europe |
https://www.linkedin.com/in/demetris-nicolaou-cfa-18a89376/ |
Funds, Hedge Funds, Fund-of-Funds, Alternative Investments, Liquid, Private Equity |
2.013 |
|
|
https://www.linkedin.com/company/leon-mfo-investments/ |
https://leoninvestments.com.cy/ |
Leon MFO Investments Limited is a Cyprus Investment Firm regulated by the Cyprus Securities and Exchange Commission (CySEC) (www.cysec.gov.cy) with license No. 245/14. Leon MFO Investments Limited provides bespoke and highly individualized investment advice and portfolio management services to the clients of Leon Family Office. |
MF |
|
|
Leon MFO Investments Limited |
Viktor |
Anokhin |
CFA, Senior Investment Analyst |
Mobile: 357 96 345 553 |
357 25 260 095 |
viktor.anokhin@leonmfo.com |
leonmfo@leonmfo.com |
37, Theklas Lisioti, Gemini House, Office 301 |
Limassol |
|
CY-3030 |
Cyprus |
Europe |
https://www.linkedin.com/in/viktor-anokhin-cfa-87aba35b/ |
Funds, Hedge Funds, Fund-of-Funds, Alternative Investments, Liquid, Private Equity |
2.013 |
|
|
https://www.linkedin.com/company/leon-mfo-investments/ |
https://leoninvestments.com.cy/ |
Leon MFO Investments Limited is a Cyprus Investment Firm regulated by the Cyprus Securities and Exchange Commission (CySEC) (www.cysec.gov.cy) with license No. 245/14. Leon MFO Investments Limited provides bespoke and highly individualized investment advice and portfolio management services to the clients of Leon Family Office. |
MF |
|
|
Leon MFO Investments Limited |
Olga |
Petrova |
Investment Officer |
357 25 268 120 |
Mobile: 357 96 309 888 |
olga.petrova@leonmfo.com |
leonmfo@leonmfo.com |
37, Theklas Lisioti, Gemini House, Office 301 |
Limassol |
|
CY-3030 |
Cyprus |
Europe |
https://www.linkedin.com/in/olga-petrova-1501b26b/ |
Funds, Hedge Funds, Fund-of-Funds, Alternative Investments, Liquid, Private Equity |
2.013 |
|
|
https://www.linkedin.com/company/leon-mfo-investments/ |
https://leoninvestments.com.cy/ |
Leon MFO Investments Limited is a Cyprus Investment Firm regulated by the Cyprus Securities and Exchange Commission (CySEC) (www.cysec.gov.cy) with license No. 245/14. Leon MFO Investments Limited provides bespoke and highly individualized investment advice and portfolio management services to the clients of Leon Family Office. |
MF |
|
| 393 |
Leonite Capital LLC |
Avi |
Geller |
Chief Investment Officer |
Direct: (845) 517-2340 |
|
avi@leonitecap.com |
|
1 Hillcrest Center Drive, Suite 232 |
Spring Valley |
NY |
10977 |
United States of America |
North America |
https://www.linkedin.com/in/avigeller/ |
Real Estate (Multifamily, Mixed use, Parking), Venture Capital, Private Equity (both Direct and Managed Portfolios), Alternative Lending, and Hedge Funds |
2.016 |
|
|
https://www.linkedin.com/company/leonitecapital/ |
https://leonitecap.com/ |
Leonite Capital is a single family office. The firm is diversified with extensive holdings in real estate (multifamily, mixed use, parking), venture capital, private equity (both direct and managed portfolios), alternative lending, and hedge funds.
Leonite abides by a strict set of governing principles. We do not believe that low risk necessitates low return, and we are not afraid to get involved in "unpopular" industries. We avoid crowded positions, as we have found that opportunities lie in shunned and undiscovered fringes of the market.
Our venture capital investments have grown to be a core focus and we are currently focused on early stage opportunities in the US, Canada and Australia.
We are a multi-generational firm and as such we are afforded a longer investment horizon than is available to most asset managers. |
SF |
|
|
Leonite Capital LLC |
Siegfried |
Eggert |
Financial Analyst |
Direct: (845) 327-1153 |
|
siegfried@leonitecap.com |
|
1 Hillcrest Center Drive, Suite 232 |
Spring Valley |
NY |
10977 |
United States of America |
North America |
|
Real Estate (Multifamily, Mixed use, Parking), Venture Capital, Private Equity (both Direct and Managed Portfolios), Alternative Lending, and Hedge Funds |
2.016 |
|
|
https://www.linkedin.com/company/leonitecapital/ |
https://leonitecap.com/ |
Leonite Capital is a single family office. The firm is diversified with extensive holdings in real estate (multifamily, mixed use, parking), venture capital, private equity (both direct and managed portfolios), alternative lending, and hedge funds.
Leonite abides by a strict set of governing principles. We do not believe that low risk necessitates low return, and we are not afraid to get involved in "unpopular" industries. We avoid crowded positions, as we have found that opportunities lie in shunned and undiscovered fringes of the market.
Our venture capital investments have grown to be a core focus and we are currently focused on early stage opportunities in the US, Canada and Australia.
We are a multi-generational firm and as such we are afforded a longer investment horizon than is available to most asset managers. |
SF |
|
|
Leonite Capital LLC |
Jake |
Morgenstern |
Chief Operating Officer |
|
|
jake@leonitecap.com |
|
1 Hillcrest Center Drive, Suite 232 |
Spring Valley |
NY |
10977 |
United States of America |
North America |
https://www.linkedin.com/in/jake-morgenstern-430bab149/ |
Real Estate (Multifamily, Mixed use, Parking), Venture Capital, Private Equity (both Direct and Managed Portfolios), Alternative Lending, and Hedge Funds |
2.016 |
|
|
https://www.linkedin.com/company/leonitecapital/ |
https://leonitecap.com/ |
Leonite Capital is a single family office. The firm is diversified with extensive holdings in real estate (multifamily, mixed use, parking), venture capital, private equity (both direct and managed portfolios), alternative lending, and hedge funds.
Leonite abides by a strict set of governing principles. We do not believe that low risk necessitates low return, and we are not afraid to get involved in "unpopular" industries. We avoid crowded positions, as we have found that opportunities lie in shunned and undiscovered fringes of the market.
Our venture capital investments have grown to be a core focus and we are currently focused on early stage opportunities in the US, Canada and Australia.
We are a multi-generational firm and as such we are afforded a longer investment horizon than is available to most asset managers. |
SF |
|
| 394 |
LGT Capital Partners AG |
Roberto |
Paganoni |
Managing Partner, CEO |
41 554 159 600 |
41 554 159 699 |
roberto.paganoni@lgt.com |
|
Schuetzenstrasse 6 |
Pfaeffikon |
|
CH-8808 |
Switzerland |
Europe |
|
|
|
$55B |
|
|
https://www.lgtcp.com/ |
For over 10 years, LGT Capital Partners has invested in outstanding hedge funds and private equity funds on behalf of its global investor base of more than 150 pension funds, insurance companies, banks, endowments and foundations. |
Fund-of-Fund |
|
|
LGT Capital Partners AG |
Pius |
Fritschi |
Managing Partner |
41 554 159 600 |
41 554 159 699 |
pius.fritschi@lgt.com |
|
Schuetzenstrasse 6 |
Pfaeffikon |
|
CH-8808 |
Switzerland |
Europe |
https://www.linkedin.com/in/pius-fritschi-a42544/ |
|
|
$55B |
|
|
https://www.lgtcp.com/ |
For over 10 years, LGT Capital Partners has invested in outstanding hedge funds and private equity funds on behalf of its global investor base of more than 150 pension funds, insurance companies, banks, endowments and foundations. |
Fund-of-Fund |
|
| 395 |
Liberta Partners Holding GmbH |
Christian |
Szczesny |
Partner |
49 8 990 144 110 |
|
|
info@liberta-partners.com |
Fuerstenstr. 15 |
Munich |
|
80333 |
Germany |
Europe |
https://www.linkedin.com/in/dr-christian-szczesny-09ba2995/ |
M&A, Private Equity, Hedge Funds |
2.016 |
|
|
|
https://www.liberta-partners.com/ |
LIBERTA PARTNERS is a multi-family office, founded by entrepreneurs who actively provide their experience, network and their entrepreneurial spirit to businesses in challenging situations. LIBERTA PARTNERS is headed by a management team with extensive experience in acquiring, developing as well as repositioning companies. |
MF |
|
|
Liberta Partners Holding GmbH |
Dominik |
Lanz |
Partner |
49 8 990 144 110 |
|
|
info@liberta-partners.com |
Fuerstenstr. 15 |
Munich |
|
80333 |
Germany |
Europe |
https://www.linkedin.com/in/dominik-lanz-146b757a/ |
M&A, Private Equity, Hedge Funds |
2.016 |
|
|
|
https://www.liberta-partners.com/ |
LIBERTA PARTNERS is a multi-family office, founded by entrepreneurs who actively provide their experience, network and their entrepreneurial spirit to businesses in challenging situations. LIBERTA PARTNERS is headed by a management team with extensive experience in acquiring, developing as well as repositioning companies. |
MF |
|
| 396 |
Lido Advisors, LLC |
Alexandra |
Browne |
Chief Development Officer |
(310) 278-8232 |
|
abrowne@lidoadvisors.com |
info@lidoadvisors.com |
325 St. Paul Street, Suite 3100 |
Dallas |
TX |
75201 |
United States of America |
North America |
https://www.linkedin.com/in/alexandrabrowne/ |
Alternative Investments |
1.999 |
$11.1B |
|
https://www.linkedin.com/company/lido-advisors/ |
https://www.lidoadvisors.com/ |
In 1995 Lido Founder Greg Kushner brought together professionals from some of the wealthiest family offices, generating breakthrough ideas in investments, tax strategy, and estate planning that have become the standard for wealth management today. He began the groundbreaking consortium of family offices, and he was joined in 2009 by Jason Ozur who brought his own in-house family office experience, to create the family office model. Their and others’ collective work built the foundation which continues to provide investment opportunities for Lido clients beyond the small use case of a select few.
Our multi-family office style includes advanced financial planning with due consideration to estate and tax concerns. Our network of tax and legal professionals stand ready to assist our clients with personalized legal and tax advice. |
MF |
|
|
Lido Advisors, LLC |
Stuart |
Katz |
President, Private Wealth Management |
(310) 278-8232 |
|
skatz@lidoadvisors.com |
info@lidoadvisors.com |
1875 Century Park East, Suite 950 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/stuart-katz-5782595/ |
Alternative Investments |
1.999 |
$11.1B |
|
https://www.linkedin.com/company/lido-advisors/ |
https://www.lidoadvisors.com/ |
In 1995 Lido Founder Greg Kushner brought together professionals from some of the wealthiest family offices, generating breakthrough ideas in investments, tax strategy, and estate planning that have become the standard for wealth management today. He began the groundbreaking consortium of family offices, and he was joined in 2009 by Jason Ozur who brought his own in-house family office experience, to create the family office model. Their and others’ collective work built the foundation which continues to provide investment opportunities for Lido clients beyond the small use case of a select few.
Our multi-family office style includes advanced financial planning with due consideration to estate and tax concerns. Our network of tax and legal professionals stand ready to assist our clients with personalized legal and tax advice. |
MF |
|
|
Lido Advisors, LLC |
Greg |
Kushner |
Senior Managing Director & Chairman |
(310) 278-8232 |
|
gkushner@lidoadvisors.com |
info@lidoadvisors.com |
1875 Century Park East, Suite 950 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-kushner-7b83326/ |
Alternative Investments |
1.999 |
$11.1B |
gkushner@lidoconsulting.com |
https://www.lidoconsulting.com/ |
https://www.lidoadvisors.com/ |
In 1995 Lido Founder Greg Kushner brought together professionals from some of the wealthiest family offices, generating breakthrough ideas in investments, tax strategy, and estate planning that have become the standard for wealth management today. He began the groundbreaking consortium of family offices, and he was joined in 2009 by Jason Ozur who brought his own in-house family office experience, to create the family office model. Their and others’ collective work built the foundation which continues to provide investment opportunities for Lido clients beyond the small use case of a select few.
Our multi-family office style includes advanced financial planning with due consideration to estate and tax concerns. Our network of tax and legal professionals stand ready to assist our clients with personalized legal and tax advice. |
MF |
|
|
Lido Advisors, LLC |
Jeff |
Garden |
Chief Investment Officer |
(310) 278-8232 |
|
jgarden@lidoadvisors.com |
info@lidoadvisors.com |
1875 Century Park East, Suite 950 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-garden-cfa-cqf-81908051/ |
Alternative Investments |
1.999 |
$11.1B |
|
https://www.linkedin.com/company/lido-advisors/ |
https://www.lidoadvisors.com/ |
In 1995 Lido Founder Greg Kushner brought together professionals from some of the wealthiest family offices, generating breakthrough ideas in investments, tax strategy, and estate planning that have become the standard for wealth management today. He began the groundbreaking consortium of family offices, and he was joined in 2009 by Jason Ozur who brought his own in-house family office experience, to create the family office model. Their and others’ collective work built the foundation which continues to provide investment opportunities for Lido clients beyond the small use case of a select few.
Our multi-family office style includes advanced financial planning with due consideration to estate and tax concerns. Our network of tax and legal professionals stand ready to assist our clients with personalized legal and tax advice. |
MF |
|
|
Lido Advisors, LLC |
Jason |
Ozur |
Chief Executive Officer |
(310) 278-8232 |
|
jozur@lidoadvisors.com |
info@lidoadvisors.com |
1875 Century Park East, Suite 950 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/jasonjozur/ |
Alternative Investments |
1.999 |
$11.1B |
|
https://www.linkedin.com/company/lido-advisors/ |
https://www.lidoadvisors.com/ |
In 1995 Lido Founder Greg Kushner brought together professionals from some of the wealthiest family offices, generating breakthrough ideas in investments, tax strategy, and estate planning that have become the standard for wealth management today. He began the groundbreaking consortium of family offices, and he was joined in 2009 by Jason Ozur who brought his own in-house family office experience, to create the family office model. Their and others’ collective work built the foundation which continues to provide investment opportunities for Lido clients beyond the small use case of a select few.
Our multi-family office style includes advanced financial planning with due consideration to estate and tax concerns. Our network of tax and legal professionals stand ready to assist our clients with personalized legal and tax advice. |
MF |
|
| 397 |
Lighthouse Financial Solutions |
Amit |
Mayzner |
Chief Executive Officer |
972 3566 1333 |
972 3566 1324 |
amit@lighthouse-fs.com |
info@lighthouse-fs.com |
Sky Tower, Hamasger 35 |
Tel Aviv-Yafo |
|
|
Israel |
Asia |
https://www.linkedin.com/in/amit-mayzner-1538769/ |
Real Estate, Alternative Investments |
2.008 |
|
|
|
http://www.lighthouse-fs.com/ |
Lighthouse Financial Solutions (Lighthouse) provides comprehensive family office services to high net worth Individuals, families of substantial wealth and institutions. |
MF |
|
|
Lighthouse Financial Solutions |
Nitza |
Deitsch |
Customer Relationship Manager |
972 3566 1333 |
972 3566 1324 |
nitza@lighthouse-fs.com |
info@lighthouse-fs.com |
Sky Tower, Hamasger 35 |
Tel Aviv-Yafo |
|
|
Israel |
Asia |
https://www.linkedin.com/in/nitza-deitsch-95553220/ |
Real Estate, Alternative Investments |
2.008 |
|
|
|
http://www.lighthouse-fs.com/ |
Lighthouse Financial Solutions (Lighthouse) provides comprehensive family office services to high net worth Individuals, families of substantial wealth and institutions. |
MF |
|
|
Lighthouse Financial Solutions |
Avihay |
Weiss |
Managing Director Private Equity |
972 3566 1333 |
972 3566 1324 |
avihay@lighthouse-fs.com |
info@lighthouse-fs.com |
Sky Tower, Hamasger 35 |
Tel Aviv-Yafo |
|
|
Israel |
Asia |
https://www.linkedin.com/in/avihayw/ |
Real Estate, Alternative Investments |
2.008 |
|
|
|
http://www.lighthouse-fs.com/ |
Lighthouse Financial Solutions (Lighthouse) provides comprehensive family office services to high net worth Individuals, families of substantial wealth and institutions. |
MF |
|
| 398 |
Lind Invest ApS |
Henrik |
Lind |
Founder & CEO |
45 88 274 600 |
|
|
info@lind-invest.dk |
Værkmestergade 25, Niveau 14 |
Aarhus C |
|
8000 |
Denmark |
Europe |
https://www.linkedin.com/in/henriklindceo/ |
Private Equity, Hedge Funds |
2.002 |
|
|
https://www.linkedin.com/company/lind-invest/ |
https://www.lind-invest.dk/ |
Lind Invest was founded in 2002 and is owned by Henrik Lind. We are a single family office based in Aarhus, Denmark. Lind Invest is an independent, long-term investor and business owner. We believe in building strong partnerships and exercising proactive ownership as a catalyst for sustainable long-term value creation.
We own and invest in listed and unlisted companies, and the common objective to all our activities is the ambition to develop companies to be among the most successful in their fields. This philosophy is embedded both in our Group Companies founded by ourselves and in our Investment Activities. |
SF |
|
|
Lind Invest ApS |
Jonas |
Højhus Jeppesen |
Chief Financial Officer |
45 88 274 600 |
|
jhj@lind-invest.dk |
info@lind-invest.dk |
Værkmestergade 25, Niveau 14 |
Aarhus C |
|
8000 |
Denmark |
Europe |
https://www.linkedin.com/in/jonas-højhus-jeppesen-3b962148/ |
Private Equity, Hedge Funds |
2.002 |
|
|
https://www.linkedin.com/company/lind-invest/ |
https://www.lind-invest.dk/ |
Lind Invest was founded in 2002 and is owned by Henrik Lind. We are a single family office based in Aarhus, Denmark. Lind Invest is an independent, long-term investor and business owner. We believe in building strong partnerships and exercising proactive ownership as a catalyst for sustainable long-term value creation.
We own and invest in listed and unlisted companies, and the common objective to all our activities is the ambition to develop companies to be among the most successful in their fields. This philosophy is embedded both in our Group Companies founded by ourselves and in our Investment Activities. |
SF |
|
|
Lind Invest ApS |
Klaus |
Damkier Mortensen |
Chief Investment Officer |
45 88 274 600 |
|
kdm@lind-invest.dk |
info@lind-invest.dk |
Værkmestergade 25, Niveau 14 |
Aarhus C |
|
8000 |
Denmark |
Europe |
https://www.linkedin.com/in/klaus-damkier-mortensen-b2266448/ |
Private Equity, Hedge Funds |
2.002 |
|
|
https://www.linkedin.com/company/lind-invest/ |
https://www.lind-invest.dk/ |
Lind Invest was founded in 2002 and is owned by Henrik Lind. We are a single family office based in Aarhus, Denmark. Lind Invest is an independent, long-term investor and business owner. We believe in building strong partnerships and exercising proactive ownership as a catalyst for sustainable long-term value creation.
We own and invest in listed and unlisted companies, and the common objective to all our activities is the ambition to develop companies to be among the most successful in their fields. This philosophy is embedded both in our Group Companies founded by ourselves and in our Investment Activities. |
SF |
|
| 399 |
LM Capital SA |
Antoine |
Lakah |
Founder |
41 213 200 505 |
41 213 200 510 |
antoinelakah@lmcapital.ch |
info@lmcapital.ch |
Avenue des Planches 20 B |
Montreux |
|
1820 |
Switzerland |
Europe |
https://www.linkedin.com/in/antoine-lakah-0475b29/ |
Private Equity, Real Estate, Alternative Investment Funds |
2.007 |
|
|
https://www.linkedin.com/company/lmcapital/ |
https://www.lmcapital.ch/ |
LM Capital is a multi-family office service provider based in Blonay, Switzerland. |
MF |
|
|
LM Capital SA |
Guillaume |
Lakah |
Portfolio Manager |
41 213 200 505 |
41 213 200 510 |
guillaumelakah@gmail.com |
info@lmcapital.ch |
Avenue des Planches 20 B |
Montreux |
|
1820 |
Switzerland |
Europe |
https://www.linkedin.com/in/guillaume-lakah/ |
Private Equity, Real Estate, Alternative Investment Funds |
2.007 |
|
|
https://www.linkedin.com/company/lmcapital/ |
https://www.lmcapital.ch/ |
LM Capital is a multi-family office service provider based in Blonay, Switzerland. |
MF |
|
| 400 |
Long Family Office, Inc. |
Jason |
Long |
Managing Director |
(559) 638-5336 |
|
jason@longfamilyoffice.com |
|
1756 11th St. |
Reedley |
CA |
93654 |
United States of America |
North America |
|
Alternative Investments, Technology |
2.013 |
$40.8M |
|
|
https://www.longfamilyoffice.com/ |
Long Family Office a single family office firm for the Long Family. |
SF |
|
|
Long Family Office, Inc. |
Randy |
Long |
Chief Executive Officer |
(910) 795-1080 |
|
randy@longbusinessadvisors.com |
|
5101 Dunlea Ct., Suite 204C |
Wilmington |
NC |
28405 |
United States of America |
North America |
https://www.linkedin.com/in/randymlong1/ |
Alternative Investments, Technology |
2.013 |
$40.8M |
|
https://www.thebraveheartbusiness.com/ |
https://www.longfamilyoffice.com/ |
Long Family Office a single family office firm for the Long Family. |
SF |
|
|
Long Family Office, Inc. |
Ellen |
Long |
Wealth Advisor |
(910) 399-2748, (910)795-1080 |
|
ellen@longfamilyoffice.com |
|
5101 Dunlea Ct., Suite 204C |
Wilmington |
NC |
28405 |
United States of America |
North America |
|
Alternative Investments, Technology |
2.013 |
$40.8M |
ellen@longbusinessadvisors.com |
https://www.thebraveheartbusiness.com/
http://tekmountain.com/about/ |
https://www.longfamilyoffice.com/ |
Long Family Office a single family office firm for the Long Family. |
SF |
|
| 401 |
Longbow Finance SA |
Michele |
Pedroni |
Equity Portfolio Manager |
41 588 005 200 |
|
michele.pedroni@lgbow.com |
info@lgbow.com |
Route de Lavaux 36 |
Lutry |
|
1095 |
Switzerland |
Europe |
https://www.linkedin.com/in/michelepedroni/ |
Private Equity, Hedge Fund, Fund-of -Hedge Funds, Alterntive Investments |
1.963 |
|
|
|
https://www.linkedin.com/company/longbow-finance-sa/ |
Longbow Finance is a family office (multi) based in Lutry, Switzerland. The purpose of the firm is the management of individual assets and the management of collective investment schemes, the provision of investment advisory services, financial and market analysis, acquisition, the management and administration of all shareholdings in financial, industrial, or commercial companies or enterprises, as well as any private consultancy and services in the area of the family office. The assets of the firm are managed by the board of directors. |
MF |
|
|
Longbow Finance SA |
Pierre |
Delaly |
Head of Private Equity |
41 588 005 200 |
|
pierre.delaly@lgbow.com |
info@lgbow.com |
Route de Lavaux 36 |
Lutry |
|
1095 |
Switzerland |
Europe |
https://www.linkedin.com/in/pierre-delaly-00b49027/ |
Private Equity, Hedge Fund, Fund-of -Hedge Funds, Alterntive Investments |
1.963 |
|
|
|
https://www.linkedin.com/company/longbow-finance-sa/ |
Longbow Finance is a family office (multi) based in Lutry, Switzerland. The purpose of the firm is the management of individual assets and the management of collective investment schemes, the provision of investment advisory services, financial and market analysis, acquisition, the management and administration of all shareholdings in financial, industrial, or commercial companies or enterprises, as well as any private consultancy and services in the area of the family office. The assets of the firm are managed by the board of directors. |
MF |
|
|
Longbow Finance SA |
Alexander |
Thomson |
Deputy Head JFK FoHF Senoir PM |
41 588 005 200 |
|
alexander.thomson@lgbow.com |
info@lgbow.com |
Route de Lavaux 36 |
Lutry |
|
1095 |
Switzerland |
Europe |
https://www.linkedin.com/in/alexander-thomson-8b8444144/ |
Private Equity, Hedge Fund, Fund-of -Hedge Funds, Alterntive Investments |
1.963 |
|
|
|
https://www.linkedin.com/company/longbow-finance-sa/ |
Longbow Finance is a family office (multi) based in Lutry, Switzerland. The purpose of the firm is the management of individual assets and the management of collective investment schemes, the provision of investment advisory services, financial and market analysis, acquisition, the management and administration of all shareholdings in financial, industrial, or commercial companies or enterprises, as well as any private consultancy and services in the area of the family office. The assets of the firm are managed by the board of directors. |
MF |
|
|
Longbow Finance SA |
Rémy |
Lenoir |
Hedge Funds Senior Analyst |
41 588 005 200 |
|
remy.lenoir@lgbow.com |
info@lgbow.com |
Route de Lavaux 36 |
Lutry |
|
1095 |
Switzerland |
Europe |
https://www.linkedin.com/in/rémy-lenoir-caia-50040743/ |
Private Equity, Hedge Fund, Fund-of -Hedge Funds, Alterntive Investments |
1.963 |
|
|
|
https://www.linkedin.com/company/longbow-finance-sa/ |
Longbow Finance is a family office (multi) based in Lutry, Switzerland. The purpose of the firm is the management of individual assets and the management of collective investment schemes, the provision of investment advisory services, financial and market analysis, acquisition, the management and administration of all shareholdings in financial, industrial, or commercial companies or enterprises, as well as any private consultancy and services in the area of the family office. The assets of the firm are managed by the board of directors. |
MF |
|
|
Longbow Finance SA |
Eric |
Verleyen |
Director & Chief Investment Officer Private Banking Activities |
41 588 005 200 |
|
eric.verleyen@lgbow.com |
info@lgbow.com |
Route de Lavaux 36 |
Lutry |
|
1095 |
Switzerland |
Europe |
https://www.linkedin.com/in/eric-verleyen-804b62/ |
Private Equity, Hedge Fund, Fund-of -Hedge Funds, Alterntive Investments |
1.963 |
|
|
|
https://www.linkedin.com/company/longbow-finance-sa/ |
Longbow Finance is a family office (multi) based in Lutry, Switzerland. The purpose of the firm is the management of individual assets and the management of collective investment schemes, the provision of investment advisory services, financial and market analysis, acquisition, the management and administration of all shareholdings in financial, industrial, or commercial companies or enterprises, as well as any private consultancy and services in the area of the family office. The assets of the firm are managed by the board of directors. |
MF |
|
| 402 |
Lotus-Sci |
Vasco |
Esaguy Balixa |
Board Member & Co-Founder |
351 910 993 744 |
|
vasco.balixa@lotus-fo.pt |
|
Avenida da Boavista 3521, 5º piso, Sala 504 |
Porto |
|
4100-139 |
Portugal |
Europe |
https://www.linkedin.com/in/vasco-esaguy-balixa-7495a67/ |
Real Estate, Hedge Funds |
2.012 |
|
|
|
https://www.linkedin.com/company/lotus---sociedade-de-consultoria-para-investimento/ |
Lotus-Sci provides a full Multifamily Office service and a financial risk management advisory service to companies. The Multi Family Office structure provides independent expert advice endowing its clients with a range of services that lets them decide how best to manage the complexity of their financial lives. |
MF |
|
|
Lotus-Sci |
Luís |
Vasconcelos |
CEO & Co-Founder |
351 910 993 746 |
|
luis78.vasconcelos@gmail.com |
|
Avenida da Boavista 3521, 5º piso, Sala 504 |
Porto |
|
4100-139 |
Portugal |
Europe |
https://www.linkedin.com/in/luisvasconcelos/ |
Real Estate, Hedge Funds |
2.012 |
|
|
|
https://www.linkedin.com/company/lotus---sociedade-de-consultoria-para-investimento/ |
Lotus-Sci provides a full Multifamily Office service and a financial risk management advisory service to companies. The Multi Family Office structure provides independent expert advice endowing its clients with a range of services that lets them decide how best to manage the complexity of their financial lives. |
MF |
|
| 403 |
LXG Multi Family Office |
Felix |
Segura |
Managing Partner |
51 (1) 708-7400 |
|
felix.segura@lxgmfo.com |
info@lxgcapital.com |
Av. Felipe Pardo y Aliaga 675, San Isidro |
Lima |
|
15073 |
Peru |
South America |
https://www.linkedin.com/in/felix-segura-3b7a9611/ |
Alternative Investments, Private Illiquid Investments |
2.015 |
|
|
https://www.linkedin.com/company/lxg-multi-family-office/ |
http://www.lxgcapital.com/family.php |
LXG Multi Family Office offers multi family office service in Lima, Peru and Buenos Aires, Argentina. |
MF |
Buenos Aires Office: Ortiz de Ocampo 3302, Modulo 1, piso 2, oficina 12, CP 1425, CABA, Buenos Aires, Argentina. |
|
LXG Multi Family Office |
Rafael |
Isola |
Chief Investment Officer |
51 (1) 708-7400 |
|
rafaelisola@gmail.com |
info@lxgcapital.com |
Av. Felipe Pardo y Aliaga 675, San Isidro |
Lima |
|
15073 |
Peru |
South America |
https://www.linkedin.com/in/rafaelisola/ |
Alternative Investments, Private Illiquid Investments |
2.015 |
|
contact@lxgcapital.com |
https://www.linkedin.com/in/aldo-oyadomari-casani-59b43857/ |
http://www.lxgcapital.com/family.php |
LXG Multi Family Office offers multi family office service in Lima, Peru and Buenos Aires, Argentina. |
MF |
Buenos Aires Office: Ortiz de Ocampo 3302, Modulo 1, piso 2, oficina 12, CP 1425, CABA, Buenos Aires, Argentina. |
| 404 |
Lyrical Partners, L.P. |
Jeff |
Keswin |
Managing Partner |
(212) 415-6600 |
(212) 415-6699 |
jkeswin@lyricalpartners.com |
ir@lyricalpartners.com |
250 W. 55th Street, 37th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/jeffkeswin/ |
|
|
$110M |
|
|
https://www.lyricalpartners.com/ |
Lyrical Partners is a multi-capability investment management platform focused on opportunistic, value-centric investments including: fund of hedge funds, hedge funds, real estate, private equity, and long-only equity strategies. Headquartered in NYC, the firm was founded in 2004. |
Fund-of-Fund |
|
|
Lyrical Partners, L.P. |
John |
Jonson |
Managing Director |
(212) 415-6600 |
(212) 415-6699 |
john_jonson@yahoo.com |
ir@lyricalpartners.com |
250 W. 55th Street, 37th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/john-jonson-967a27a/ |
|
|
$110M |
|
|
https://www.lyricalpartners.com/ |
Lyrical Partners is a multi-capability investment management platform focused on opportunistic, value-centric investments including: fund of hedge funds, hedge funds, real estate, private equity, and long-only equity strategies. Headquartered in NYC, the firm was founded in 2004. |
Fund-of-Fund |
|
| 405 |
M&J Capital Partners |
Matthew |
Leone |
Managing Partner |
|
|
matthew.leone@mjcpllc.com |
|
5228 Continental Dr. |
Rockville |
MD |
20853 |
United States of America |
North America |
|
Real Estate, Private Equity, Alternative Investments, Hedge Funds |
|
$523.5M |
|
|
https://www.mjcpllc.com/ |
M&J Capital Partners is a vertically integrated real estate development company, and single family office used to grow and preserve the assets of the Leone family. The company’s activities also include private credit and equity investing in commercial real estate and operating companies that have high cash on cash return potential.
The company was formed to create sustainable growth through financing GP co-investment requirements or acquiring LP stakes in assets that provide opportunities to leverage the family’s expertise in digital transformation, corporate turnarounds, commercial construction, and financial market risks. M&J’s investment process is rigorous and data-driven.
We provide flexible capital and acquire interests in high cash flow opportunities and special situations. The company primarily invests in high quality, class A or B real assets, preferably in a path of demographic progress as demonstrated by geographic information systems.
We consider investments within the United States and seek to achieve a 6-10% unleveraged cash on cash return and invest in opportunities where value creation pathways exist.
Historically we have invested in commercial development opportunities, value add multi-family, self- storage, warehouse, flex space, retail centers, NNN leases, and specific operating companies where we can add value through the implementation of technology and operating efficiency. |
SF |
|
|
M&J Capital Partners |
Justin |
Leone |
Managing Partner |
|
|
justin.leone@mjcpllc.com |
|
5228 Continental Dr. |
Rockville |
MD |
20853 |
United States of America |
North America |
https://www.linkedin.com/in/justinleone/ |
Real Estate, Private Equity, Alternative Investments, Hedge Funds |
|
$523.5M |
|
|
https://www.mjcpllc.com/ |
M&J Capital Partners is a vertically integrated real estate development company, and single family office used to grow and preserve the assets of the Leone family. The company’s activities also include private credit and equity investing in commercial real estate and operating companies that have high cash on cash return potential.
The company was formed to create sustainable growth through financing GP co-investment requirements or acquiring LP stakes in assets that provide opportunities to leverage the family’s expertise in digital transformation, corporate turnarounds, commercial construction, and financial market risks. M&J’s investment process is rigorous and data-driven.
We provide flexible capital and acquire interests in high cash flow opportunities and special situations. The company primarily invests in high quality, class A or B real assets, preferably in a path of demographic progress as demonstrated by geographic information systems.
We consider investments within the United States and seek to achieve a 6-10% unleveraged cash on cash return and invest in opportunities where value creation pathways exist.
Historically we have invested in commercial development opportunities, value add multi-family, self- storage, warehouse, flex space, retail centers, NNN leases, and specific operating companies where we can add value through the implementation of technology and operating efficiency. |
SF |
|
|
M&J Capital Partners |
Jack |
Leone |
Managing Partner |
|
|
jack.leone@mjcpllc.com |
|
5228 Continental Dr. |
Rockville |
MD |
20853 |
United States of America |
North America |
|
Real Estate, Private Equity, Alternative Investments, Hedge Funds |
|
$523.5M |
|
|
https://www.mjcpllc.com/ |
M&J Capital Partners is a vertically integrated real estate development company, and single family office used to grow and preserve the assets of the Leone family. The company’s activities also include private credit and equity investing in commercial real estate and operating companies that have high cash on cash return potential.
The company was formed to create sustainable growth through financing GP co-investment requirements or acquiring LP stakes in assets that provide opportunities to leverage the family’s expertise in digital transformation, corporate turnarounds, commercial construction, and financial market risks. M&J’s investment process is rigorous and data-driven.
We provide flexible capital and acquire interests in high cash flow opportunities and special situations. The company primarily invests in high quality, class A or B real assets, preferably in a path of demographic progress as demonstrated by geographic information systems.
We consider investments within the United States and seek to achieve a 6-10% unleveraged cash on cash return and invest in opportunities where value creation pathways exist.
Historically we have invested in commercial development opportunities, value add multi-family, self- storage, warehouse, flex space, retail centers, NNN leases, and specific operating companies where we can add value through the implementation of technology and operating efficiency. |
SF |
|
| 406 |
Machen McChesney |
Martin |
Williams |
Managing Partner |
(334) 887-7022, Direct: (334) 321-4207 |
(334) 887-7221 |
mwilliams@machenmcchesney.com |
info@machenmcchesney.com |
1820 East University Drive |
Auburn |
AL |
36830 |
United States of America |
North America |
https://www.linkedin.com/in/martin-d-williams-912353136/ |
Private Equity, Real Estate, Healthcare, M&A, Venture Capital and Hedge Funds |
1.954 |
$1B |
mwilliams@focuspaysolutions.com |
https://www.linkedin.com/company/machen-mcchesney-&-chastain-llp/ |
https://www.machenmcchesney.com/ |
Machen McChesney provides family office services to individiuals in Alabama and surrounding states. |
MF |
Montgomery Office:
1761 Taliaferro Trail
Montgomery, AL 36117
Phone: (334) 244-8900
Fax: (334) 244-7085 |
|
Machen McChesney |
Michael |
Machen |
Partner |
(334) 887-7022, Direct: (334) 321-4206 |
(334) 887-7221 |
mmachen@machenmcchesney.com |
info@machenmcchesney.com |
1820 East University Drive |
Auburn |
AL |
36830 |
United States of America |
North America |
https://www.linkedin.com/in/michael-machen-2587b911/ |
Private Equity, Real Estate, Healthcare, M&A, Venture Capital and Hedge Funds |
1.954 |
$1B |
mmachen@focuspaysolutions.com |
http://focuspaysolutions.com/ |
https://www.machenmcchesney.com/ |
Machen McChesney provides family office services to individiuals in Alabama and surrounding states. |
MF |
Montgomery Office:
1761 Taliaferro Trail
Montgomery, AL 36117
Phone: (334) 244-8900
Fax: (334) 244-7085 |
| 407 |
Maclendon Wealth Management, LLC |
Jeremy |
Office |
Principal |
(561) 293-3520 |
(561) 293-3521 |
joffice@sjoww.com |
welcome@maclendon.com |
137 NW 1st Avenue |
Delray Beach |
FL |
33444 |
United States of America |
North America |
https://www.linkedin.com/in/jeremyoffice/ |
Wealth management, Alternative Investing, Portfolio Construction, Asset Management, Risk Analysis, Venture Capital, Fixed Income Strategies, Fixed & Variable Annuities, Life Insurance, Retirement Planning, Business Planning, Investment Consulting |
2.011 |
|
|
https://www.linkedin.com/company/maclendon-wealth-management/ |
https://maclendon.com/ |
Maclendon Wealth Management is a boutique multi-family office built on a foundation of traditional values, sophisticated knowledge and custom-tailored solutions. We cater to successful, affluent individuals, families and businesses that have an entrepreneurial mindset and are looking for a dedicated team and exceptional wealth management services.
We offer those we serve uncompromised advice with concierge service in a family office environment. Because our team shares an entrepreneurial outlook with our clients, we have the drive and focus we need to meet their unique needs. In addition to offering a full menu of traditional wealth management services, we provide more specialized offerings, including non-traditional and alternative investments, venture capital, hedge funds, concierge services and business planning services. Whether we are assisting with retirement planning or advising on investing in a new business, we have an unwavering commitment to meeting the goals of our clients, who we see as true members of our family.
As a boutique firm, we provide each of our members with the full complement of education, experience and wisdom of our hand-picked team of professionals. |
MF |
|
|
Maclendon Wealth Management, LLC |
Kilburn |
Sherman |
Finance Manager |
(561) 293-3520 |
(561) 293-3521 |
ksherman@sjoww.com |
welcome@maclendon.com |
137 NW 1st Avenue |
Delray Beach |
FL |
33444 |
United States of America |
North America |
https://www.linkedin.com/in/kilburnsherman/ |
Wealth management, Alternative Investing, Portfolio Construction, Asset Management, Risk Analysis, Venture Capital, Fixed Income Strategies, Fixed & Variable Annuities, Life Insurance, Retirement Planning, Business Planning, Investment Consulting |
2.011 |
|
|
https://www.linkedin.com/company/maclendon-wealth-management/ |
https://maclendon.com/ |
Maclendon Wealth Management is a boutique multi-family office built on a foundation of traditional values, sophisticated knowledge and custom-tailored solutions. We cater to successful, affluent individuals, families and businesses that have an entrepreneurial mindset and are looking for a dedicated team and exceptional wealth management services.
We offer those we serve uncompromised advice with concierge service in a family office environment. Because our team shares an entrepreneurial outlook with our clients, we have the drive and focus we need to meet their unique needs. In addition to offering a full menu of traditional wealth management services, we provide more specialized offerings, including non-traditional and alternative investments, venture capital, hedge funds, concierge services and business planning services. Whether we are assisting with retirement planning or advising on investing in a new business, we have an unwavering commitment to meeting the goals of our clients, who we see as true members of our family.
As a boutique firm, we provide each of our members with the full complement of education, experience and wisdom of our hand-picked team of professionals. |
MF |
|
| 408 |
Macquarie Funds Management Group |
Nicholas |
Moore |
Managing Director & CEO |
61 2 8232 3333 |
61 2 8237 1899 |
nicholas.moore@macquarie.com |
|
50 Martin Place |
Sydney |
NSW |
2000 |
Australia |
Australia/Oceania |
https://www.linkedin.com/in/nicholas-moore-8a113912a/ |
|
|
|
|
|
https://www.macquarie.com/ |
Macquarie Funds Management is a privately owned investment manager. The firm provides its services to pension funds, retail investors, superannuation funds, banks, insurance companies, government bodies, corporate treasuries, family offices, and individuals. It manages equity mutual funds and hedge funds for its clients. The firm also manages separate client focused equity and fixed income portfolios. It invests in public equity and fixed income markets across the globe. The firm manages portfolios across all major asset classes including cash, currency management, fixed income, equities, REITs, hedge funds, commodities, and private equity. It conducts in-house research to make its investments. |
Fund-of-Fund |
|
|
Macquarie Funds Management Group |
Nicole |
Sorbara |
COO |
61 2 8232 3333 |
61 2 8237 1899 |
nicole.sorbara@macquarie.com |
|
50 Martin Place |
Sydney |
NSW |
2000 |
Australia |
Australia/Oceania |
|
|
|
|
|
|
https://www.macquarie.com/ |
Macquarie Funds Management is a privately owned investment manager. The firm provides its services to pension funds, retail investors, superannuation funds, banks, insurance companies, government bodies, corporate treasuries, family offices, and individuals. It manages equity mutual funds and hedge funds for its clients. The firm also manages separate client focused equity and fixed income portfolios. It invests in public equity and fixed income markets across the globe. The firm manages portfolios across all major asset classes including cash, currency management, fixed income, equities, REITs, hedge funds, commodities, and private equity. It conducts in-house research to make its investments. |
Fund-of-Fund |
|
| 409 |
Magenhouse Multi Family Office |
Eduard |
Pomeranz |
Founder & Managing Director |
431 585 61 690 |
431 585 61 699 |
pomeranz@ftc.at |
office@magenhouse.com |
Seidlgasse 36 |
Vienna |
|
A-1030 |
Austria |
Europe |
https://www.linkedin.com/in/eduard-pomeranz-15a6365a/ |
Alternative Investment Fund |
|
|
|
https://ftc-capital.com/ |
https://magenhouse.com/ |
Magenhouse is a multi-family office based in Vienna. It started as the family office of Eduard Pomeranz, the founder of the bank-independent asset manager FTC Capital. Together with FTC Capital, Magenhouse also provides a wide range of services to other wealthy families and their companies including the strategic structuring of complex assets, portfolio management, advisory services including monitoring of financial service providers and comprehensive business consulting. |
MF |
|
|
Magenhouse Multi Family Office |
Franz |
Hartlieb |
Managing Director |
431 585 61 690 |
431 585 61 699 |
hartlieb@ftc.at |
office@magenhouse.com |
Seidlgasse 36 |
Vienna |
|
A-1030 |
Austria |
Europe |
https://www.linkedin.com/in/franz-hartlieb-79796329/ |
Alternative Investment Fund |
|
|
|
https://ftc-capital.com/ |
https://magenhouse.com/ |
Magenhouse is a multi-family office based in Vienna. It started as the family office of Eduard Pomeranz, the founder of the bank-independent asset manager FTC Capital. Together with FTC Capital, Magenhouse also provides a wide range of services to other wealthy families and their companies including the strategic structuring of complex assets, portfolio management, advisory services including monitoring of financial service providers and comprehensive business consulting. |
MF |
|
|
Magenhouse Multi Family Office |
Wolfgang |
Schimmel |
Managing Director |
431 585 61 690 |
431 585 61 699 |
schimmel@magenhouse.com |
office@magenhouse.com |
Seidlgasse 36 |
Vienna |
|
A-1030 |
Austria |
Europe |
https://www.linkedin.com/in/wolfgang-schimmel-ab350420/ |
Alternative Investment Fund |
|
|
|
https://ftc-capital.com/ |
https://magenhouse.com/ |
Magenhouse is a multi-family office based in Vienna. It started as the family office of Eduard Pomeranz, the founder of the bank-independent asset manager FTC Capital. Together with FTC Capital, Magenhouse also provides a wide range of services to other wealthy families and their companies including the strategic structuring of complex assets, portfolio management, advisory services including monitoring of financial service providers and comprehensive business consulting. |
MF |
|
|
Magenhouse Multi Family Office |
Alexander |
Jenner |
Senior Consultant |
431 585 61 690 |
431 585 61 699 |
jenner@magenhouse.com |
office@magenhouse.com |
Seidlgasse 36 |
Vienna |
|
A-1030 |
Austria |
Europe |
https://www.linkedin.com/in/alexander-jenner-47392b13/ |
Alternative Investment Fund |
|
|
|
https://ftc-capital.com/ |
https://magenhouse.com/ |
Magenhouse is a multi-family office based in Vienna. It started as the family office of Eduard Pomeranz, the founder of the bank-independent asset manager FTC Capital. Together with FTC Capital, Magenhouse also provides a wide range of services to other wealthy families and their companies including the strategic structuring of complex assets, portfolio management, advisory services including monitoring of financial service providers and comprehensive business consulting. |
MF |
|
| 410 |
Maitland Family Office |
Barbara |
Marx |
Tax Manager |
27 117 065 341 |
27 216 818 100 |
Barbara.Marx@maitlandgroup.com |
|
18 Fricker Road, Illovo |
Johannesburg |
|
2196 |
South Africa |
Africa |
https://www.linkedin.com/in/barbara-marx-0245641a/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A, Technology |
2.000 |
$17B |
shanusha@talaria.co.za, caitlin@talaria.co.za |
https://www.linkedin.com/company/maitland/ |
https://www.maitlandgroup.com/ |
Maitland Family Office is one of the largest independent multi-family offices in South Africa. Maitland Family Office provides the full spectrum of international family office services ranging from family governance and legal advice to the set-up and management of structures, investment advisory, consolidated reporting and fiduciary services, as well as accounting and tax compliance. |
MF |
|
|
Maitland Family Office |
Jon |
Hugill |
Managing Director of Fund Services |
27 216 818 337 |
27 216 818 100 |
jon.hugill@maitlandgroup.co.za |
|
Maitland House 1, River Park, Gloucester Road |
Mowbray |
|
7700 |
South Africa |
Africa |
https://www.linkedin.com/in/jonhugill/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A, Technology |
2.000 |
$17B |
|
https://www.linkedin.com/company/maitland/ |
https://www.maitlandgroup.com/ |
Maitland Family Office is one of the largest independent multi-family offices in South Africa. Maitland Family Office provides the full spectrum of international family office services ranging from family governance and legal advice to the set-up and management of structures, investment advisory, consolidated reporting and fiduciary services, as well as accounting and tax compliance. |
MF |
|
|
Maitland Family Office |
Jacolene |
Otto |
Head of Private Equity & Real Estate |
Direct: 352 4 025 051 |
|
jacolene.otto@maitlandgroup.co.za |
|
58, rue Charles Martel |
Luxembourg |
|
L-2134 |
Luxembourg |
Europe |
https://www.linkedin.com/in/jacolene-otto/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A, Technology |
2.000 |
$17B |
|
https://www.linkedin.com/company/maitland/ |
https://www.maitlandgroup.com/ |
Maitland Family Office is one of the largest independent multi-family offices in South Africa. Maitland Family Office provides the full spectrum of international family office services ranging from family governance and legal advice to the set-up and management of structures, investment advisory, consolidated reporting and fiduciary services, as well as accounting and tax compliance. |
MF |
Physical Address:
Block A, Ground Floor, Coachman’s Crossing Office Park No. 4 Brian Street, Bryanston, Gauteng |
| 411 |
Maitri Asset Management Pte. Ltd. |
Ankit |
Khandelwal |
Chief Investment Officer |
65 6582 8888 |
|
ankit.khandelwal@maitriam.com |
info@maitriam.com |
1A International Business Park, #12-02 |
Singapore |
|
609933 |
Singapore |
Asia |
https://www.linkedin.com/in/ankit-khandelwal-9a5595a/ |
Private Equity, Venture Capital, Alternative Investments |
2.015 |
|
|
https://www.linkedin.com/company/maitri-asset-management/ |
https://maitriam.com/ |
Maitri, a Singapore-based, active responsible investment management firm, has become the first multi-family office in Asia Pacific to earn the B Corporation (“B Corp”) certification, joining a global community of companies using business as a force for good and building a sustainable economy. |
MF |
|
|
Maitri Asset Management Pte. Ltd. |
Varun |
Gulati |
Director - Multi-family Office |
65 6582 8888 |
|
varun.gulati@maitriam.com |
info@maitriam.com |
1A International Business Park, #12-02 |
Singapore |
|
609933 |
Singapore |
Asia |
https://www.linkedin.com/in/bankerinsg/ |
Private Equity, Venture Capital, Alternative Investments |
2.015 |
|
|
https://www.linkedin.com/company/maitri-asset-management/ |
https://maitriam.com/ |
Maitri, a Singapore-based, active responsible investment management firm, has become the first multi-family office in Asia Pacific to earn the B Corporation (“B Corp”) certification, joining a global community of companies using business as a force for good and building a sustainable economy. |
MF |
|
|
Maitri Asset Management Pte. Ltd. |
Prashant |
Sirohi |
CFO & Private Equity |
65 6582 8888 |
|
prashant.sirohi@maitriam.com |
info@maitriam.com |
1A International Business Park, #12-02 |
Singapore |
|
609933 |
Singapore |
Asia |
https://www.linkedin.com/in/prashant-sirohi-caia-62aa3b186/ |
Private Equity, Venture Capital, Alternative Investments |
2.015 |
|
prashant@maitriam.com |
https://www.linkedin.com/company/maitri-asset-management/ |
https://maitriam.com/ |
Maitri, a Singapore-based, active responsible investment management firm, has become the first multi-family office in Asia Pacific to earn the B Corporation (“B Corp”) certification, joining a global community of companies using business as a force for good and building a sustainable economy. |
MF |
|
|
Maitri Asset Management Pte. Ltd. |
Sherwin |
Lin |
Investment Counsellor |
65 6582 8888 |
|
sherwin.lin@maitriam.com |
info@maitriam.com |
1A International Business Park, #12-02 |
Singapore |
|
609933 |
Singapore |
Asia |
https://www.linkedin.com/in/edwin-aw-b515b034/ |
Private Equity, Venture Capital, Alternative Investments |
2.015 |
|
|
https://www.linkedin.com/company/maitri-asset-management/ |
https://maitriam.com/ |
Maitri, a Singapore-based, active responsible investment management firm, has become the first multi-family office in Asia Pacific to earn the B Corporation (“B Corp”) certification, joining a global community of companies using business as a force for good and building a sustainable economy. |
MF |
|
| 412 |
Mallitz Investment Group, LLC |
Craig |
Mallitz |
Co-Founder, President |
Direct: (941) 351-8309 |
(941) 462-3058 |
craigm@mallitzinvestmentgroup.com |
|
7932 Matera Court |
Lakewood Ranch |
FL |
34202 |
United States of America |
North America |
https://www.linkedin.com/in/craig-mallitz-69584a55/ |
Private Equity, Hedge Fund, Family Affice, and C-Level Operating Expertise, which provides a value-added perspective when working with portfolio companies and partners. |
2.012 |
|
|
https://www.linkedin.com/company/mallitz-investment-group/ |
http://mallitzinvestmentgroup.com/ |
MIG is a Sarasota, Florida based multi-family office focused on credit investments in lower middle market companies. |
MF |
|
|
Mallitz Investment Group, LLC |
Randy |
Mallitz |
Co-Founder |
Direct: (941) 907-4767 |
(941) 462-3058 |
craigm@mallitzinvestmentgroup.com |
|
7932 Matera Court |
Lakewood Ranch |
FL |
34202 |
United States of America |
North America |
https://www.linkedin.com/in/randy-mallitz-1a34b722/ |
Private Equity, Hedge Fund, Family Affice, and C-Level Operating Expertise, which provides a value-added perspective when working with portfolio companies and partners. |
2.012 |
|
|
https://www.linkedin.com/company/mallitz-investment-group/ |
http://mallitzinvestmentgroup.com/ |
MIG is a Sarasota, Florida based multi-family office focused on credit investments in lower middle market companies. |
MF |
|
| 413 |
Man Group |
Geoffrey |
Galbraith |
Group COO |
44 207 016-7000 |
44 207 144-2004 |
geoff.galbraith@man.com |
salesoperations@man.com |
2 Swan Lane |
London |
|
EC4R 3AD |
United Kingdom |
Europe |
https://www.linkedin.com/in/geoffrey-galbraith-54160113/ |
|
|
$80.9B |
|
|
https://www.man.com/ |
Man Group is one of the world’s largest independent alternative investment managers, and a leader in liquid investment strategies. Across its four investment managers (Man AHL, Man FRM, Man GLG and Man Numeric), Man Group has diverse hedge funds strategies and long only products spanning equity, credit, managed futures, convertibles, emerging markets and multi-manager solutions. At 31 March 2016, Man Group’s funds under management were $78.6 billion. |
Fund-of-Fund |
|
|
Man Group |
Luke |
Ellis |
CEO of Man Group |
44 207 016-7000 |
44 207 144-2004 |
luke.ellis@man.com |
salesoperations@man.com |
2 Swan Lane |
London |
|
EC4R 3AD |
United Kingdom |
Europe |
https://www.linkedin.com/in/luke-ellis-94b28b13/ |
|
|
$80.9B |
|
|
https://www.man.com/ |
Man Group is one of the world’s largest independent alternative investment managers, and a leader in liquid investment strategies. Across its four investment managers (Man AHL, Man FRM, Man GLG and Man Numeric), Man Group has diverse hedge funds strategies and long only products spanning equity, credit, managed futures, convertibles, emerging markets and multi-manager solutions. At 31 March 2016, Man Group’s funds under management were $78.6 billion. |
Fund-of-Fund |
|
| 414 |
Manna Capital Advisors LLC |
Steve |
Kim |
Founding Partner |
Direct: (415) 481-1446 |
|
steve@mannacapa.com |
|
870 Market Street, Suite 976 |
San Francisco |
CA |
94102 |
United States of America |
North America |
https://www.linkedin.com/in/steve-kim-115023125/ |
Alternative Investments, Private Equity Funds, Venture Capital Funds, Hedge Funds |
2.018 |
|
|
https://altacfunds.com/team |
https://mannacapa.com/ |
Manna acts as advisors to high-growth private companies, businesses in transition, leading technology entrepreneurs and family offices. Manna has an extensive global network with connections to important institutional investors, funds with flexible capital and multi-family offices. Manna’s network of relationships spans across greater Asia, key markets in Europe and South America, and the United States. |
MF |
|
|
Manna Capital Advisors LLC |
Simone |
Alfredo Garofalo |
Founding Partner |
Direct: 852 9720 3292 |
|
simone@mannacapa.com |
|
870 Market Street, Suite 976 |
San Francisco |
CA |
94102 |
United States of America |
North America |
https://www.linkedin.com/in/simonegarofalo/ |
Alternative Investments, Private Equity Funds, Venture Capital Funds, Hedge Funds |
2.018 |
|
|
https://www.linkedin.com/company/manna-capital-advisors/ |
https://mannacapa.com/ |
Manna acts as advisors to high-growth private companies, businesses in transition, leading technology entrepreneurs and family offices. Manna has an extensive global network with connections to important institutional investors, funds with flexible capital and multi-family offices. Manna’s network of relationships spans across greater Asia, key markets in Europe and South America, and the United States. |
MF |
|
| 415 |
Marcard, Stein & Co. AG |
Thomas |
Borghardt |
Board Director |
Direct: 49 403 209-9289 |
49 403 209-9206 |
tborghardt@marcard.de |
marcard@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/thomas-borghardt-82051813/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Thomas |
Fischer |
Board Director |
Direct: 49 403 209-9556 |
49 403 209-9206 |
tfischer@marcard.de |
family_office@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/thomas-r-fischer-7ab20a141/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Iris |
Roller |
Senior Family Officer |
49 403 209-9386 |
49 403 209-9206 |
iroller@marcard.de |
family_office@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
|
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
fundservices@marcard.de |
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Michael |
Heyden |
Family Officer |
49 403 209-9386 |
49 403 209-9206 |
mheyden@marcard.de |
family_office@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/michael-heyden-464ba133/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Nils |
Breckling |
Investment Manager Private Equity |
49 403 209-9386 |
49 403 209-9206 |
nbreckling@marcard.de |
fundservices@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/nils-breckling-cfa-72889170/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Sascha |
Sander |
Family Office Director |
49 403 209-9386 |
49 403 209-9206 |
ssander@marcard.de |
family_office@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/sascha-r-sander-5b01b4136/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Christian |
Koch |
Family Officer |
49 403 209-9386 |
49 403 209-9206 |
ckoch@marcard.de |
family_office@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/christian-koch-3a4658/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Christoph |
Kind |
Chief Investment Officer |
Direct: 49 403 209-9319 |
49 403 209-9299 |
ckind@marcard.de |
fundservices@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/christoph-kind-009a592a/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Yan |
Stegert |
Senior Associate Family Officer |
Direct: 49 403 209-9228 |
49 403 209-9300 |
ystegert@marcard.de |
family_office@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/yan-stegert/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
|
Marcard, Stein & Co. AG |
Jörg |
Eschweiler |
General Manager |
49 403 209-9369 |
49 403 209-9206 |
jeschweiler@marcard.de |
family_office@marcard.de |
Ballindamm 36 |
Hamburg |
|
20095 |
Germany |
Europe |
https://www.linkedin.com/in/jörg-eschweiler-398876210/ |
Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology |
1.790 |
|
|
https://www.linkedin.com/company/marcard/ |
https://www.marcard.de/ |
Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. |
MF |
|
| 416 |
Mariner Investment Group, LLC |
Charles |
Howe |
Partner, President & CFO |
(914) 670-4300 |
(914) 670-4320 |
chowe@marinercapital.com |
mariner@marinercapital.com |
330 Madison Avenue, 36th Floor |
New York |
NY |
10017 |
United States of America |
North America |
|
|
|
$38.2B |
|
|
http://www.marinerinvestment.com/ |
Mariner Investment Group, LLC is a privately owned hedge fund sponsor. It provides its services to privately offered pooled investment vehicles, insurance companies, endowments, foundations, and plan sponsors. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity, fixed income markets, and alternative asset markets across the globe. |
Fund-of-Fund |
|
|
Mariner Investment Group, LLC |
John |
Kelty |
Chief Operating Officer |
(914) 670-4300 |
(914) 670-4320 |
jkelty@marinercapital.com |
mariner@marinercapital.com |
330 Madison Avenue, 36th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/john-kelty-96926885/ |
|
|
$38.2B |
|
|
http://www.marinerinvestment.com/ |
Mariner Investment Group, LLC is a privately owned hedge fund sponsor. It provides its services to privately offered pooled investment vehicles, insurance companies, endowments, foundations, and plan sponsors. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity, fixed income markets, and alternative asset markets across the globe. |
Fund-of-Fund |
|
| 417 |
Market Street Trust Co. |
Michael |
Eisner |
Senior Vice President & Chief Investment Officer |
(607) 962-6876 |
(607) 962-6709 |
meisner@marketstreettrust.com |
mstcmail@marketstreettrust.com |
2 International Drive, Suite 301 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/michaelreisner/ |
High Yield Bonds, Hedge Funds, Equities, Real Assets and Private Equity |
1.909 |
$2.5B |
|
https://www.linkedin.com/company/market-street-trust-company/ |
https://www.marketstreettrust.com/ |
Market Street Trust Co., a multi-family office established to manage the wealth of the Houghtons, founders of glassmaker Corning Inc.
As a boutique trust company, our size is very intentional. Since the early 1900's, we have made a conscious decision to build a unique and personal relationship with each client family, and to deliver unprecedented value and highly customized services across multiple generations. At Market Street, we focus on being the best, not the biggest. |
MF |
|
|
Market Street Trust Co. |
Robert |
White |
Director of Investments |
(212) 400-9070 |
(607) 962-6709 |
rwhite@marketstreettrust.com |
mstcmail@marketstreettrust.com |
2 International Drive, Suite 301 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/robert-white-23609b6b |
High Yield Bonds, Hedge Funds, Equities, Real Assets and Private Equity |
1.909 |
$2.5B |
|
https://www.linkedin.com/company/market-street-trust-company/ |
https://www.marketstreettrust.com/ |
Market Street Trust Co., a multi-family office established to manage the wealth of the Houghtons, founders of glassmaker Corning Inc.
As a boutique trust company, our size is very intentional. Since the early 1900's, we have made a conscious decision to build a unique and personal relationship with each client family, and to deliver unprecedented value and highly customized services across multiple generations. At Market Street, we focus on being the best, not the biggest. |
MF |
|
|
Market Street Trust Co. |
Kara |
Garner Pass |
President & CEO |
(212) 400-9070 |
(607) 962-6709 |
kpass@marketstreettrust.com |
mstcmail@marketstreettrust.com |
2 International Drive, Suite 301 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/karagarnerpass/ |
High Yield Bonds, Hedge Funds, Equities, Real Assets and Private Equity |
1.909 |
$2.5B |
|
https://www.linkedin.com/company/market-street-trust-company/ |
https://www.marketstreettrust.com/ |
Market Street Trust Co., a multi-family office established to manage the wealth of the Houghtons, founders of glassmaker Corning Inc.
As a boutique trust company, our size is very intentional. Since the early 1900's, we have made a conscious decision to build a unique and personal relationship with each client family, and to deliver unprecedented value and highly customized services across multiple generations. At Market Street, we focus on being the best, not the biggest. |
MF |
|
|
Market Street Trust Co. |
Laurel |
Eschbach |
HR Manager |
(607) 368-4994 |
(607) 962-6709 |
leschbach@marketstreettrust.com |
mstcmail@marketstreettrust.com |
2 International Drive, Suite 301 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
|
High Yield Bonds, Hedge Funds, Equities, Real Assets and Private Equity |
1.909 |
$2.5B |
|
https://www.linkedin.com/company/market-street-trust-company/ |
https://www.marketstreettrust.com/ |
Market Street Trust Co., a multi-family office established to manage the wealth of the Houghtons, founders of glassmaker Corning Inc.
As a boutique trust company, our size is very intentional. Since the early 1900's, we have made a conscious decision to build a unique and personal relationship with each client family, and to deliver unprecedented value and highly customized services across multiple generations. At Market Street, we focus on being the best, not the biggest. |
MF |
|
| 418 |
Marshall Street Capital |
Thomas |
Hauske |
Executive Chairman |
(414) 223-1560 |
(414) 225-0025 |
thauske@mscap.com |
contact@mscap.com |
330 E. Kilbourn Ave., Suite 1400 |
Milwaukee |
WI |
53202 |
United States of America |
North America |
|
Investments are made across a broad range of asset categories, including domestic and international equities, fixed income, hedge funds, private equity and real assets. |
1.974 |
|
|
|
https://www.mscap.com/ |
Marshall Street Capital is the family office responsible for investing and managing the assets of the Hauske Family for the benefit of multiple generations. |
SF |
800 N. Marshall Street
Milwaukee, WI 53202
Phone: (414) 273-3421
Fax: (414) 273-1058 |
| 419 |
Marwar Capital |
Ankit |
Bengani |
Managing Director |
|
|
|
lineage@marwarcap.com |
|
Mumbai |
|
400034 |
India |
Asia |
https://www.linkedin.com/in/abengani/ |
Hedge Funds, Private Equity, Venture Capital, Private Debt, Public Equity, Special Situations, Capital Raising, Fund Raising, Investment Advisory, India, Emerging Markets, Alternative Investment, Healthcare, Education Infrastructure & Services, Alternative Assets Globally on co-Investments |
2.018 |
|
info@benganigroup.net |
https://www.benganigroup.net/ |
https://www.marwarcap.com/ |
Marwar Capital is an independent team that advises & manages our principal family capital and also partners with leading and emerging managers of alternative assets globally on co-investments.
It is founded with a core focus on Principal Investments and has continued to maintain that focus. |
SF |
|
| 420 |
Matrix Capital Advisors, LLC |
Christopher |
Burke |
Co-Founder & Managing Director |
(312) 612-6110 |
(312) 612-6110 |
cburke@matrixcapital.com |
|
200 South Wacker Drive, Suite 680 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-j-burke-02942811/ |
|
|
$485M |
|
|
http://matrixcapital.com/ |
Matrix Capital Advisors is a Chicago-based independent wealth management firm serving families across the United States. We provide our clients with comprehensive wealth management and family office services.
At Matrix we use alternative investments such as hedge funds, partnerships, and limited liability companies, because we feel they can provide access to the best ideas and the most specialized opportunities in the investment world. Alternatives have been part of our lexicon since day one, as they allow us to exploit the best investment opportunities available and to participate in investment opportunities that have fleeting availability. |
Fund-of-Fund |
|
|
Matrix Capital Advisors, LLC |
Michael |
Wik |
Co-Founder & Managing Director |
(312) 612-6111 |
(312) 612-6110 |
mwik@matrixcapital.com |
|
200 South Wacker Drive, Suite 680 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/michael-wik-cfa-a047aa1/ |
|
|
$485M |
|
|
http://matrixcapital.com/ |
Matrix Capital Advisors is a Chicago-based independent wealth management firm serving families across the United States. We provide our clients with comprehensive wealth management and family office services.
At Matrix we use alternative investments such as hedge funds, partnerships, and limited liability companies, because we feel they can provide access to the best ideas and the most specialized opportunities in the investment world. Alternatives have been part of our lexicon since day one, as they allow us to exploit the best investment opportunities available and to participate in investment opportunities that have fleeting availability. |
Fund-of-Fund |
|
| 421 |
Maverick Capital, Ltd. |
Lee |
Ainslee |
Founder, Managing Partner & CEO |
(214) 880-4169 |
(214) 880-4042 |
lee.ainslie@maverickcap.com, ir@maverickcap.com |
webmaster@maverickcap.com |
300 Crescent Court Suite 1850 |
Dallas |
TX |
75201 |
United States of America |
North America |
|
|
|
$15.9B |
|
|
https://www.maverickcap.com/ |
Maverick Capital is a registered investment advisor managing private investment funds exclusively for qualified investors. Maverick Capital is an employee owned hedge fund sponsor. The firm provides its services to pooled investment vehicles. It invests in the public equity markets of the United States. The firm also manages funds. The firm invests in venture-backed biotechnology companies. It seeks to make growth capital and early stage investments. |
Fund-of-Fund |
|
| 422 |
MAVRIK Corp. |
Mark |
Pathy |
Chief Executive Officer |
|
|
|
info@mavrik.com |
1000 Rue De La Gauchetière O |
Montreal |
QC |
H3B 4W5 |
Canada |
North America |
https://www.linkedin.com/in/mark-pathy-14186631/ |
Alternative Investments, Private Equity |
|
|
|
https://www.linkedin.com/company/mavrik-corp/ |
https://www.mavrik.com/ |
MAVRIK, a single family office involved in a broad range of investment and financing activities across several asset classes. |
SF |
|
| 423 |
MB Family Advisors, LLC |
Mark |
Berman |
Managing Partner |
(212) 396-4733 |
(646) 417-5555 |
markb@mbfamadvisors.com |
|
488 Madison Avenue, 23rd Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/mark-berman-a46b123/ |
Hedge Fund of Funds |
2.008 |
$42.3M |
|
|
|
MB Family Advisors is a multi-family office investment firm managing alternative investment portfolios for ultra-high net worth families. |
MF |
757 3rd Avenue, 12th Floor
New York, NY 10017
United States |
| 424 |
MBM Group |
Syed |
Razvi |
Director of Business Development |
|
|
s.razvi@mbmgroups.com |
info@mbmgroups.com |
|
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/syed-razvi-6981aa81/ |
Private Equity, Venture Capital, Hedge Funds, Oil & Gas, Real Estate |
2.006 |
|
|
|
http://www.mbmgroups.com/ |
MBM Group is a Dubai based single family office for the family of "Sheikh Mohammed bin Maktoum bin Juma Al Maktoum" and investment holding company with activities in investments, strategic advisory and social and community development. Initially growing into the UAE market as venture capitalist, MBM now shows its leadership and expertise in sports consultancy, healthcare, education, oil & gas services, real estate and special situations. Being a member of the Royal family, MBM’s business policy is vigilant in terms of opportunity assessment, project initiation, innovation techniques and partnerships with multinational corporations. |
SF |
Palazzo Guidi Via Guidi 195 47828
Sant’Ermete di Santarcangelo di Romagna (RN)
Italy |
|
MBM Group |
Mesed |
Alhattawi |
Head of Government Relations |
|
|
m.alhattawi@mbmgroups.com |
info@mbmgroups.com |
|
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/mesed-alhattawi-8556474a/ |
Private Equity, Venture Capital, Hedge Funds, Oil & Gas, Real Estate |
2.006 |
|
|
|
http://www.mbmgroups.com/ |
MBM Group is a Dubai based single family office for the family of "Sheikh Mohammed bin Maktoum bin Juma Al Maktoum" and investment holding company with activities in investments, strategic advisory and social and community development. Initially growing into the UAE market as venture capitalist, MBM now shows its leadership and expertise in sports consultancy, healthcare, education, oil & gas services, real estate and special situations. Being a member of the Royal family, MBM’s business policy is vigilant in terms of opportunity assessment, project initiation, innovation techniques and partnerships with multinational corporations. |
SF |
Palazzo Guidi Via Guidi 195 47828
Sant’Ermete di Santarcangelo di Romagna (RN)
Italy |
| 425 |
MC Wealth Management |
Marius |
Ciuzelis |
Founder & Managing Partner |
370 698 40 095 |
|
marius.ciuzelis@sidabrinelinija.lt |
info@mcwealth.lt |
BC Europa, 13th Floor, Konstitucijos av. 7 |
Vilnius |
|
LT-09308 |
Lithuania |
Europe |
https://www.linkedin.com/in/mariusciuzelis/ |
Real Estate, Private Equity, Social Investments, Hedge Funds, Crypto Funds, Trading Portfolio of Stocks and Commodities having Financial, Social and Mixed Return Expectations |
2.009 |
€1M |
|
https://www.linkedin.com/company/mc-wealth-management/ |
http://www.mcwealth.lt/ |
After years of private and institutional clients advisory practice MC Wealth Management now acts as a Single Family Office managing owners capital only.
While investing we always prefer active v passive, contrarian v conventional, alternative v traditional approach.
In our portfolio we hold real estate, private equity, social investments, hedge funds, crypto funds, trading portfolio of stocks and commodities having financial, social and mixed return expectations. |
SF |
|
|
MC Wealth Management |
Karolis |
Zasas |
Financial Adviser |
370 698 40 095 |
|
karolis.zasas@mcwealth.lt |
info@mcwealth.lt |
BC Europa, 13th Floor, Konstitucijos av. 7 |
Vilnius |
|
LT-09308 |
Lithuania |
Europe |
https://www.linkedin.com/in/karolis-zasas-54221b6/ |
Real Estate, Private Equity, Social Investments, Hedge Funds, Crypto Funds, Trading Portfolio of Stocks and Commodities having Financial, Social and Mixed Return Expectations |
2.009 |
€1M |
|
https://www.linkedin.com/company/mc-wealth-management/ |
http://www.mcwealth.lt/ |
After years of private and institutional clients advisory practice MC Wealth Management now acts as a Single Family Office managing owners capital only.
While investing we always prefer active v passive, contrarian v conventional, alternative v traditional approach.
In our portfolio we hold real estate, private equity, social investments, hedge funds, crypto funds, trading portfolio of stocks and commodities having financial, social and mixed return expectations. |
SF |
|
| 426 |
McKnight Consulting, LLC |
Thomas |
Kahn |
Managing Member |
(314) 222-5520 |
|
tom@mcknightllc.com |
|
P.O. Box 50348 |
St. Louis |
MO |
63105-5348 |
United States of America |
North America |
https://www.linkedin.com/in/thomasekahn/ |
Real Estate, Alternative Investments |
2.015 |
|
|
Physical Address:
8515 Delmar Blvd., Suite 223
St. Louis, MO 63124
USA |
http://www.mcknightllc.com/ |
McKnight Consulting is a consulting service with over 25 years of experience addressing the financial needs of families and individuals in the St. Louis area. McKnight Consulting provides function as an alternative to both your own single family office or that of a more institutional multi-family office experience. |
MF |
|
| 427 |
MDR Mayfair |
Alistair |
Morgan |
Chief Executive Officer |
44 203 321-7600 |
44 203 321-7602 |
alistair.morgan@mayfairprivate.com |
|
Africa House, 70 Kingsway |
London |
|
WC2B 6AH |
United Kingdom |
Europe |
https://www.linkedin.com/in/alistair-morgan-920a145/ |
Alternative Investments, Sports and Entertainment |
2.014 |
|
|
https://www.linkedin.com/company/mdr-mayfair/ |
https://mdrmayfair.com/ |
Mishcon de Reya has created Mayfair Private to provide private advisory services for a select group of families by bringing together a broad range of highly qualified professionals to seamlessly manage their affairs. Mishcon de Reya’s founder Lord Mishcon was an advisor to presidents, prime ministers, royalty, international families and businesses around the world and his approach to the management of clients has continued to this day. |
MF |
|
|
MDR Mayfair |
Kevin |
Gold |
Executive Chairperson |
44 203 321-7600 |
44 203 321-7602 |
kevin.gold@mishcon.com |
|
Africa House, 70 Kingsway |
London |
|
WC2B 6AH |
United Kingdom |
Europe |
https://www.linkedin.com/in/kevin-gold-801b1822/ |
Alternative Investments, Sports and Entertainment |
2.014 |
|
|
https://www.linkedin.com/company/mdr-mayfair/ |
https://mdrmayfair.com/ |
Mishcon de Reya has created Mayfair Private to provide private advisory services for a select group of families by bringing together a broad range of highly qualified professionals to seamlessly manage their affairs. Mishcon de Reya’s founder Lord Mishcon was an advisor to presidents, prime ministers, royalty, international families and businesses around the world and his approach to the management of clients has continued to this day. |
MF |
|
|
MDR Mayfair |
Steven |
Whitley |
Chief Executive |
971 4526 4617 |
44 203 321-7602 |
steven.whitley@mdrmayfair.com |
|
The Offices 3, Level 3, One Central, World Trade Center, P.O. Box 9573 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/steven-whitley-a9a31717/ |
Alternative Investments, Sports and Entertainment |
2.014 |
|
|
https://www.linkedin.com/company/mdr-mayfair/ |
https://mdrmayfair.com/ |
Mishcon de Reya has created Mayfair Private to provide private advisory services for a select group of families by bringing together a broad range of highly qualified professionals to seamlessly manage their affairs. Mishcon de Reya’s founder Lord Mishcon was an advisor to presidents, prime ministers, royalty, international families and businesses around the world and his approach to the management of clients has continued to this day. |
MF |
|
|
MDR Mayfair |
Lisa |
Zeitlin |
Chief Operating Officer |
44 203 321-7600 |
44 203 321-7602 |
lisa.zeitlin@mdrmayfair.com |
|
Africa House, 70 Kingsway |
London |
|
WC2B 6AH |
United Kingdom |
Europe |
https://www.linkedin.com/in/lisa-zeitlin-421615146/ |
Alternative Investments, Sports and Entertainment |
2.014 |
|
|
https://www.linkedin.com/company/mdr-mayfair/ |
https://mdrmayfair.com/ |
Mishcon de Reya has created Mayfair Private to provide private advisory services for a select group of families by bringing together a broad range of highly qualified professionals to seamlessly manage their affairs. Mishcon de Reya’s founder Lord Mishcon was an advisor to presidents, prime ministers, royalty, international families and businesses around the world and his approach to the management of clients has continued to this day. |
MF |
|
|
MDR Mayfair |
Richard |
Park |
Chief Executive |
44 203 321-7600 |
44 203 321-7602 |
richard.park@mdrmayfair.com |
|
Africa House, 70 Kingsway |
London |
|
WC2B 6AH |
United Kingdom |
Europe |
https://www.linkedin.com/in/richardparkuk/ |
Alternative Investments, Sports and Entertainment |
2.014 |
|
|
https://www.linkedin.com/company/mdr-mayfair/ |
https://mdrmayfair.com/ |
Mishcon de Reya has created Mayfair Private to provide private advisory services for a select group of families by bringing together a broad range of highly qualified professionals to seamlessly manage their affairs. Mishcon de Reya’s founder Lord Mishcon was an advisor to presidents, prime ministers, royalty, international families and businesses around the world and his approach to the management of clients has continued to this day. |
MF |
|
| 428 |
Meeder & Seifer GmbH |
Adalbert |
Seifer |
Managing Partner |
49 697 241 844 |
49 697 241 868 |
a.seifer@meederseifer.de |
info@meederseifer.de |
Lindenstraße 5 |
Frankfurt |
|
60325 |
Germany |
Europe |
|
Private Equity, Venture Capital, Alternative Investments, Property Real Estate |
1.994 |
|
|
|
https://www.meederseifer.de/ |
We not only have a similar professional background, but also the enthusiasm for the responsible handling of great values. In 1994, we founded the family-owned family office Meeder & Seifer, which is represented in Frankfurt and Munich.
With commitment and a high demand for our work, we have dedicated ourselves ever since to the holistic care of large private assets in Germany. |
MF |
|
|
Meeder & Seifer GmbH |
Christian |
Meeder |
Managing Director |
49 697 241 844 |
49 697 241 868 |
c.meeder@meederseifer.de |
info@meederseifer.de |
Lindenstraße 5 |
Frankfurt |
|
60325 |
Germany |
Europe |
https://www.linkedin.com/in/christian-meeder-4aba1b82/ |
Private Equity, Venture Capital, Alternative Investments, Property Real Estate |
1.994 |
|
|
|
https://www.meederseifer.de/ |
We not only have a similar professional background, but also the enthusiasm for the responsible handling of great values. In 1994, we founded the family-owned family office Meeder & Seifer, which is represented in Frankfurt and Munich.
With commitment and a high demand for our work, we have dedicated ourselves ever since to the holistic care of large private assets in Germany. |
MF |
|
| 429 |
Melville Management Corp. |
Benjamin |
Zeliger |
In-House Counsel |
(212) 572-4200 |
|
bzeliger@evomarkets.com |
|
767 5th Ave., Floor 40 |
New York |
NY |
10153 |
United States of America |
North America |
https://www.linkedin.com/in/benjaminzeliger/ |
Hedge Funds, Alternative Investments |
|
|
|
https://www.linkedin.com/in/joshuaoldrid/
https://www.evomarkets.com/ |
|
Melville Management Corporation, a New York-based single family office frm. |
SF |
|
|
Melville Management Corp. |
Randall |
Shu |
Director of Investments |
(212) 572-4200 |
|
shu@metlife.com |
|
767 5th Ave., Floor 40 |
New York |
NY |
10153 |
United States of America |
North America |
https://www.linkedin.com/in/randall-shu-1695b76/ |
Hedge Funds, Alternative Investments |
|
|
|
https://www.linkedin.com/in/joshuaoldrid/ |
|
Melville Management Corporation, a New York-based single family office frm. |
SF |
|
| 430 |
Merrimac Corporation |
Clark |
Cheng |
Chief Investment Officer |
(203) 274-9540 |
(203) 274-9548 |
cheng@merricorp.com |
info@merricorp.com |
One Dock Street, #300 |
Stamford |
CT |
06902 |
United States of America |
North America |
https://www.linkedin.com/in/clark-cheng-cfa-frm-caia-a411535/ |
Hedge Funds, Private Equity, Real Estate, Mutual Funds |
1.989 |
$1B |
|
|
https://www.merricorp.com/ |
Merrimac is a single family office located in Stamford, CT. |
SF |
|
| 431 |
METIS Family Office A/S |
Claus |
Frøkjær-Lorendsen |
Chief Executive Officer |
Direct: 45 24 345 412 |
|
cfl@metis-familyoffice.dk |
|
Christian IX's Gade 10, 4 |
Copenhagen |
|
DK-1111 |
Denmark |
Europe |
https://www.linkedin.com/in/claus-frøkjær-lorendsen-7b40342b/ |
Real Estate, Hedge Funds, Alternative Investments |
2.015 |
|
|
|
http://www.metis-familyoffice.dk/ |
METIS Family Office, which was founded in 2015, is owned by a circle of wealthy Danish private individuals who are commercially active within various branches and industries in Denmark.
The day-to-day management of METIS Family Office is handled by director Claus Frøkjær-Lorendsen.
The company's board consists of director John Hesselholt (chairman of the board), director Lars Jakobsen (board member) and director Hans Henrik Klovborg (board member).
Collectively, the management of METIS Family Office A/S represents many years of experience and has a large network both in Denmark and internationally.
METIS Family Office A/S is independent of other capital interests, and exclusively looks after the best interests of our customers and shareholders.
This means that we will always be 100% transparent and focus on an "Added Value" approach to our diverse tasks. |
SF |
|
|
METIS Family Office A/S |
Berit |
Hessellund |
Investment & Personal Assistant |
Direct: 45 31 509 697 |
|
behh@metis-familyoffice.dk |
|
Christian IX's Gade 10, 4 |
Copenhagen |
|
DK-1111 |
Denmark |
Europe |
|
Real Estate, Hedge Funds, Alternative Investments |
2.015 |
|
|
|
http://www.metis-familyoffice.dk/ |
METIS Family Office, which was founded in 2015, is owned by a circle of wealthy Danish private individuals who are commercially active within various branches and industries in Denmark.
The day-to-day management of METIS Family Office is handled by director Claus Frøkjær-Lorendsen.
The company's board consists of director John Hesselholt (chairman of the board), director Lars Jakobsen (board member) and director Hans Henrik Klovborg (board member).
Collectively, the management of METIS Family Office A/S represents many years of experience and has a large network both in Denmark and internationally.
METIS Family Office A/S is independent of other capital interests, and exclusively looks after the best interests of our customers and shareholders.
This means that we will always be 100% transparent and focus on an "Added Value" approach to our diverse tasks. |
SF |
|
|
METIS Family Office A/S |
Ida |
Olympia Klarskov Simonsen |
Head of Clients |
Direct: 45 31 513 605 |
|
ioks@metis-familyoffice.dk |
|
Christian IX's Gade 10, 4 |
Copenhagen |
|
DK-1111 |
Denmark |
Europe |
https://www.linkedin.com/in/ida-olympia-klarskov-simonsen-78342545/ |
Real Estate, Hedge Funds, Alternative Investments |
2.015 |
|
|
|
http://www.metis-familyoffice.dk/ |
METIS Family Office, which was founded in 2015, is owned by a circle of wealthy Danish private individuals who are commercially active within various branches and industries in Denmark.
The day-to-day management of METIS Family Office is handled by director Claus Frøkjær-Lorendsen.
The company's board consists of director John Hesselholt (chairman of the board), director Lars Jakobsen (board member) and director Hans Henrik Klovborg (board member).
Collectively, the management of METIS Family Office A/S represents many years of experience and has a large network both in Denmark and internationally.
METIS Family Office A/S is independent of other capital interests, and exclusively looks after the best interests of our customers and shareholders.
This means that we will always be 100% transparent and focus on an "Added Value" approach to our diverse tasks. |
SF |
|
| 432 |
Midas Capital Partners Hong Kong Ltd. |
Jinbo |
Cao |
Managing Partner & Founder |
852 3158 0647 |
|
|
enquiry@midascapitalpartners.com |
Unit 1503 & 1505, 15F Bank of America Tower, 12, Harcourt Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/jinbo-cao-66704123/ |
Alternative Investment |
2.013 |
|
|
|
http://www.midascapitalpartners.com/ |
Midas Capital Partners, a multi family office asset manager. Midas Capital Partners HK is a privately owned independent investment management & advisory firm formed by professionals across different areas of wealth management & capital market industry including investment management & advisory, trading, structuring and corporate finance. The firm focuses on providing customized investment management solutions, financial planning and family office services to mega wealth Chinese families. |
MF |
|
| 433 |
Midland Group of Companies, Inc. |
Hazell |
Rick |
Director |
(416) 960-0660 |
|
rick@microcalm.com |
|
22 St Clair Ave. E, Suite 1600 |
Toronto |
ON |
M4T 2S3 |
Canada |
North America |
|
Alternative Investments, Private Equity, Hard Assets, Hedge Funds, Commodities, Timber, Real Estate |
|
|
sray@grayes.com |
|
https://www.linkedin.com/company/midland-group-investments/ |
Privately held investment firm located in midtown Toronto. The firm invests in a wide range of asset classes both in Canada and internationally. We invest in both public equities and alternative strategies. |
SF |
|
| 434 |
Miles Howland & Co. LLC |
Reid |
Miles |
Chairman & CEO |
(212) 586-6050 |
|
MILES@MILES-HOWLAND.COM |
MILES@MILES-HOWLAND.COM |
2 Park Avenue, 24th Floor |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/reid-miles-87043b37/ |
TECHNOLOGY, HEALTHCARE, FINANCIAL TECHNOLOGY, EDUCATION TECHNOLOGY, CONSUMER SECTORS |
|
|
|
|
http://www.miles-howland.com/ |
Miles Howland & Co. LLC is a global investment management and advisory firm with a core focus on alternative assets. Miles Howland & Co. LLC and its affiliates provide investment management and advisory services in alternative asset classes including:
Hedge Funds
Private Equity
Real Estate |
Private Equity |
|
| 435 |
Mindful Wealth LLC |
David |
Dickman |
Founder & Managing Partner |
(312) 953-9900 |
|
david@mindfulwealthllc.com |
|
5 Revere Drive, Suite 200 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/david-m-dickman-1384b4120/ |
Private Equity, Hedge Funds, Alternative Assets, ALternative Investments, Real Estate |
2.018 |
|
|
https://www.linkedin.com/company/mindful-wealth-llc/ |
https://www.mindfulwealthllc.com/ |
Mindful Wealth provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for our clients. We are fully transparent with no conflicts of interest and we are always available to address important life events. Clients come first, as we are passionate about our thorough approach and sound guidance, all while adhering to the confidential nature of our relationships.
No two families or family offices are alike, what works for one family may not work for another. We evaluate what you own, how you own it, and determine if your holdings are consistent with your objectives. We want to understand your family’s perspectives around investing, estate planning, philanthropy and more. Additionally, we provide executive consulting services to address the both the future and ongoing needs of your family structure. |
MF |
|
| 436 |
Miven LLC |
Robin |
Ravinsky |
VP Operations and Finance |
(949) 706-3353 |
|
|
info@miven.com |
23 Corporate Plaza Dr # 240 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/robin-ravinsky-6981585/ |
Real Estate, Private Equity and Hedge Funds. |
|
|
|
https://www.linkedin.com/in/sung-lee-1b8b8183/ |
http://www.miven.com/ |
Miven is a single family office based in Newport Beach, California. The firm's investment mandate is to allocate capital across asset classes and strategies in both public and private markets. |
SF |
|
| 437 |
MJ & Cie. |
François |
Mollat du Jourdin |
Managing Partner & Co-Founder |
33 142 256 771 |
33 14 22 56 769 |
f.mollat@financiere-mj.com |
info@mj-et-cie.com |
109 Boulevard Haussmann |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/francois-mollat-du-jourdin-3931132/ |
Hedge Funds, Alternative Investments, Energy, Private Equity, Real Estate |
2.001 |
|
|
https://www.linkedin.com/company/mj-&-cie/ |
https://mj-et-cie.com/ |
MJ & Cie is France’s multi-family office par excellence. Since setting up in 2001 as the first independent MFO nationwide, we have set the standard for professionalism and strong business ethics. Clients come to us because they respect our values, as well as our technical expertise and practical know how. Our relationships are built over the long term, on a foundation of mutual trust, family values, and tangible results. |
MF |
41 225 190 254
Email: info@mj-et-cie.ch |
|
MJ & Cie. |
Stéphane |
Das |
Consultant |
Direct: 33 142 256 774 |
33 14 22 56 769 |
s.das@mj-et-cie.com |
info@mj-et-cie.com |
109 Boulevard Haussmann |
Paris |
|
75008 |
France |
Europe |
https://www.linkedin.com/in/stéphane-das-923a409/ |
Hedge Funds, Alternative Investments, Energy, Private Equity, Real Estate |
2.001 |
|
stephane_das@hotmail.com |
https://www.linkedin.com/company/mj-&-cie/ |
https://mj-et-cie.com/ |
MJ & Cie is France’s multi-family office par excellence. Since setting up in 2001 as the first independent MFO nationwide, we have set the standard for professionalism and strong business ethics. Clients come to us because they respect our values, as well as our technical expertise and practical know how. Our relationships are built over the long term, on a foundation of mutual trust, family values, and tangible results. |
MF |
41 22 519 02 54
Email: info@mj-et-cie.ch |
| 438 |
MLD Wealth Management Group |
Chad |
Larson |
Portfolio Manager & Senior Vice President |
Mobile: (403) 862-0980 |
(403) 410-9668 |
chad.larson@canaccord.com |
mldwealth@nbc.ca |
Suite 200, 239 – 8th Avenue SW |
Calgary |
AB |
T2P 1B9 |
Canada |
North America |
https://www.linkedin.com/in/chadrlarson/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A |
|
|
|
|
http://mywealthmanagement.ca/ |
MLD Wealth Management is a multi-family office focused on helping quality people meet and exceed their financial goals. Our firm has the expertise, resources, and strategic alliances to help you build, manage, and protect your wealth. |
WM |
|
| 439 |
MMZR Family Office |
Matheus |
Mazão |
Portfolio Manager, Fund of Funds |
55 (11) 4502-4139 |
|
matheus.mazao@mmzrfo..com |
contato@mmzrfo.com |
Rua Joaquim Floriano 820, 20º Andar |
Sao Paulo |
SP |
04534-003 |
Brazil |
South America |
https://www.linkedin.com/in/matheus-maz%C3%A3o-058a50b4/ |
Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate |
|
R$2.1B |
|
https://www.linkedin.com/company/mmzrfo/ |
https://www.mmzrfo.com.br/ |
MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. |
MF |
|
|
MMZR Family Office |
Pedro |
Zerbini |
Partner |
55 (11) 4502-4139 |
|
pedro.zerbini@mmzrfo.com |
contato@mmzrfo.com |
Rua Joaquim Floriano 820, 20º Andar |
Sao Paulo |
SP |
04534-003 |
Brazil |
South America |
https://www.linkedin.com/in/pedro-zerbini-804b6433/ |
Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate |
|
R$2.1B |
pedro.zerbini@mzrinvestimentos.com.br, contato@mzrinvestimentos.com.br |
https://www.mzrinvestimentos.com.br/ |
https://www.mmzrfo.com.br/ |
MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. |
MF |
|
|
MMZR Family Office |
Felipe |
Relvas |
Partner |
55 (11) 4502-4139 |
|
felipe.relvas@mmzrfo.com |
contato@mmzrfo.com |
Rua Joaquim Floriano 820, 20º Andar |
Sao Paulo |
SP |
04534-003 |
Brazil |
South America |
https://www.linkedin.com/in/felipe-relvas-089459148/ |
Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate |
|
R$2.1B |
felipe.relvas@mzrinvestimentos.com.br |
https://www.mzrinvestimentos.com.br/ |
https://www.mmzrfo.com.br/ |
MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. |
MF |
|
|
MMZR Family Office |
Victor |
Zogbi |
Partner |
55 (11) 4502-4139 |
|
victor.zogbi@mzrinvestimentos.com.br |
contato@mmzrfo.com |
Rua Joaquim Floriano 820, 20º Andar |
Sao Paulo |
SP |
04534-003 |
Brazil |
South America |
https://www.linkedin.com/in/victor-zogbi-4765a4a1/ |
Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate |
|
R$2.1B |
|
https://www.mzrinvestimentos.com.br/ |
https://www.mmzrfo.com.br/ |
MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. |
MF |
|
|
MMZR Family Office |
Daniel |
Machado |
Founding Partner |
55 (11) 4502-4139 |
|
daniel.machado@mmzrfo.com |
contato@mmzrfo.com |
Rua Joaquim Floriano 820, 20º Andar |
Sao Paulo |
SP |
04534-003 |
Brazil |
South America |
https://www.linkedin.com/in/daniel-machado-cfp®-417a04181/ |
Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate |
|
R$2.1B |
daniel.machado@mzrinvestimentos.com.br |
https://www.mzrinvestimentos.com.br/ |
https://www.mmzrfo.com.br/ |
MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. |
MF |
|
| 440 |
Morgan Stanley Investment Management Inc. |
Susan |
Reid |
Global Head of Diversity & Inclusion |
(212) 761-4000 |
44 207 425-4848 |
susan.reid@morganstanley.com |
|
1585 Broadway Avenue |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/susan-k-reid-a0010aa/ |
|
|
$598.5B |
|
|
http://www.morganstanley.com/ |
Morgan Stanley Investment Management is a privately owned investment manager. The firm provides its services to banking or thrift institutions, investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, other investment advisers, insurance companies, foreign government, non-us investment companies, and official foreign organization and trust. It manages separate client-focused equity, fixed income, balanced, and multi-asset portfolios. The firm launches and manages equity, fixed income, balanced, and multi-asset mutual funds for its clients. It also launches and manages hedge funds for its clients. It invests in the public equity, fixed income, and alternative markets across the globe. The firm makes its equity investments in value and growth stocks of small-cap, mid-cap, and large-cap companies. It makes its fixed income investments in commercial papers, certificate of deposits, U.S. treasury bills, floating-rate notes, repurchase agreements, investment grade bonds, mortgage-backed and asset-backed securities, and collateralized mortgage obligations. The firm employs fundamental and quantitative analysis with a focus on top down and bottom-up stock picking approach. It was founded in 1975 and is based in New York City with additional offices in West Conshohocken, Pennsylvania. Morgan Stanley Investment Management Inc. operates as a subsidiary of Morgan Stanley. |
Fund-of-Fund |
|
|
Morgan Stanley Investment Management Inc. |
Audrey |
Choi |
Chief Marketing Officer & Chief Sustainability Officer |
(212) 761-4000 |
44 207 425-4848 |
audrey.choi@morganstanley.com |
|
1585 Broadway Avenue |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/audrey-choi-160a027/ |
|
|
$598.5B |
|
|
http://www.morganstanley.com/ |
Morgan Stanley Investment Management is a privately owned investment manager. The firm provides its services to banking or thrift institutions, investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, other investment advisers, insurance companies, foreign government, non-us investment companies, and official foreign organization and trust. It manages separate client-focused equity, fixed income, balanced, and multi-asset portfolios. The firm launches and manages equity, fixed income, balanced, and multi-asset mutual funds for its clients. It also launches and manages hedge funds for its clients. It invests in the public equity, fixed income, and alternative markets across the globe. The firm makes its equity investments in value and growth stocks of small-cap, mid-cap, and large-cap companies. It makes its fixed income investments in commercial papers, certificate of deposits, U.S. treasury bills, floating-rate notes, repurchase agreements, investment grade bonds, mortgage-backed and asset-backed securities, and collateralized mortgage obligations. The firm employs fundamental and quantitative analysis with a focus on top down and bottom-up stock picking approach. It was founded in 1975 and is based in New York City with additional offices in West Conshohocken, Pennsylvania. Morgan Stanley Investment Management Inc. operates as a subsidiary of Morgan Stanley. |
Fund-of-Fund |
|
| 441 |
Mousse Partners Limited |
Samer |
Karam |
Vice President |
(212) 303-5795 |
|
skaram@moussepartners.com |
inquiry@moussepartners.com |
9 W 57th St., Suite 4605 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/samer-karam-a993991/ |
Private Equity, Venture Capital, Real Assets, Equities, Hedge Funds |
1.991 |
$1B |
|
https://www.linkedin.com/company/moussepartners/ |
https://www.moussepartners.com/ |
Mousse Partners Limited is a single-family office that invests in a broad range of asset classes, including private equity, venture capital, real assets, equities, and hedge funds. Mousse Partners invests through funds as well as directly into companies, and supports its partners with sector knowledge and flexible, long-term capital. Mousse Partners is based in New York City, with offices in Beijing and Hong Kong. Founder, Charles Heilbronn, is a member of the Wertheimer family, which owns Chanel. Heilbronn is an executive vice president and secretary at Chanel. Mousse has investments in cinema developer Lumiere in China and late last year provided seed capital to Chinese e-commerce firm Hui She Shang (The Luxury Club). It has also invested in fashion photo app Pose.com and LED optics technology start-up firm Illumitex. |
SF |
|
|
Mousse Partners Limited |
Jan |
Faller |
Chief Risk Officer |
(212) 303-5795 |
|
jfaller@moussepartners.com |
inquiry@moussepartners.com |
9 W 57th St., Suite 4605 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/jan-faller-9a947711/ |
Private Equity, Venture Capital, Real Assets, Equities, Hedge Funds |
1.991 |
$1B |
|
https://www.linkedin.com/company/moussepartners/ |
https://www.moussepartners.com/ |
Mousse Partners Limited is a single-family office that invests in a broad range of asset classes, including private equity, venture capital, real assets, equities, and hedge funds. Mousse Partners invests through funds as well as directly into companies, and supports its partners with sector knowledge and flexible, long-term capital. Mousse Partners is based in New York City, with offices in Beijing and Hong Kong. Founder, Charles Heilbronn, is a member of the Wertheimer family, which owns Chanel. Heilbronn is an executive vice president and secretary at Chanel. Mousse has investments in cinema developer Lumiere in China and late last year provided seed capital to Chinese e-commerce firm Hui She Shang (The Luxury Club). It has also invested in fashion photo app Pose.com and LED optics technology start-up firm Illumitex. |
SF |
|
|
Mousse Partners Limited |
Arthur |
Heilbronn |
Managing Director, Co-Head of Private Equity & Venture Direct Investing |
(212) 303-5795 |
|
aheilbronn@moussepartners.com |
inquiry@moussepartners.com |
9 W 57th St., Suite 4605 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/arthur-heilbronn-19220418/ |
Private Equity, Venture Capital, Real Assets, Equities, Hedge Funds |
1.991 |
$1B |
|
https://www.linkedin.com/company/moussepartners/ |
https://www.moussepartners.com/ |
Mousse Partners Limited is a single-family office that invests in a broad range of asset classes, including private equity, venture capital, real assets, equities, and hedge funds. Mousse Partners invests through funds as well as directly into companies, and supports its partners with sector knowledge and flexible, long-term capital. Mousse Partners is based in New York City, with offices in Beijing and Hong Kong. Founder, Charles Heilbronn, is a member of the Wertheimer family, which owns Chanel. Heilbronn is an executive vice president and secretary at Chanel. Mousse has investments in cinema developer Lumiere in China and late last year provided seed capital to Chinese e-commerce firm Hui She Shang (The Luxury Club). It has also invested in fashion photo app Pose.com and LED optics technology start-up firm Illumitex. |
SF |
|
|
Mousse Partners Limited |
Thomas |
Sheridan |
Director |
(212) 303-5795 |
|
tsheridan@moussepartners.com |
inquiry@moussepartners.com |
9 W 57th St., Suite 4605 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-sheridan-696b62b/ |
Private Equity, Venture Capital, Real Assets, Equities, Hedge Funds |
1.991 |
$1B |
|
https://www.linkedin.com/company/moussepartners/ |
https://www.moussepartners.com/ |
Mousse Partners Limited is a single-family office that invests in a broad range of asset classes, including private equity, venture capital, real assets, equities, and hedge funds. Mousse Partners invests through funds as well as directly into companies, and supports its partners with sector knowledge and flexible, long-term capital. Mousse Partners is based in New York City, with offices in Beijing and Hong Kong. Founder, Charles Heilbronn, is a member of the Wertheimer family, which owns Chanel. Heilbronn is an executive vice president and secretary at Chanel. Mousse has investments in cinema developer Lumiere in China and late last year provided seed capital to Chinese e-commerce firm Hui She Shang (The Luxury Club). It has also invested in fashion photo app Pose.com and LED optics technology start-up firm Illumitex. |
SF |
|
|
Mousse Partners Limited |
Megan |
Bethke |
Managing Director |
(212) 303-5795 |
|
mbethke@moussepartners.com |
inquiry@moussepartners.com |
9 W 57th St., Suite 4605 |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/megan-bethke-5300a7a/ |
Private Equity, Venture Capital, Real Assets, Equities, Hedge Funds |
1.991 |
$1B |
|
https://www.linkedin.com/company/moussepartners/ |
https://www.moussepartners.com/ |
Mousse Partners Limited is a single-family office that invests in a broad range of asset classes, including private equity, venture capital, real assets, equities, and hedge funds. Mousse Partners invests through funds as well as directly into companies, and supports its partners with sector knowledge and flexible, long-term capital. Mousse Partners is based in New York City, with offices in Beijing and Hong Kong. Founder, Charles Heilbronn, is a member of the Wertheimer family, which owns Chanel. Heilbronn is an executive vice president and secretary at Chanel. Mousse has investments in cinema developer Lumiere in China and late last year provided seed capital to Chinese e-commerce firm Hui She Shang (The Luxury Club). It has also invested in fashion photo app Pose.com and LED optics technology start-up firm Illumitex. |
SF |
|
| 442 |
MSF Capital Advisors |
Michael |
Felman |
Managing Director |
(646) 318-4188 |
(208) 275-0391 |
michael@msfcapitaladvisors.com |
|
525 Park Avenue |
New York |
NY |
10065 |
United States of America |
North America |
https://www.linkedin.com/in/michael-felman-a7986214/ |
Hedge Fund |
1.975 |
|
|
|
|
MSF Capital Advisors is a global multi-family office/merchant bank. As Advisory Board Members or Directors of several Family Offices or Family backed Funds, We give each client our undivided attention with respect to direct investments, wealth management,tax planning, fund selection, mergers and acquisitions, joint ventures, strategic alliances and help clients develop a sound roadmap for growth and success. |
MF |
Mailing Address:
822 E. 19th Street
Brooklyn, NY 11230 |
| 443 |
MSM Investment Advisors (DIFC) Limited |
Rishi |
Kathuria |
SEO - Senior Professional |
971 4564 6880 |
971 4565 6143 |
rishi@msmdifc.com |
contact@msmdifc.com |
Unit 814, Level 8, Burj Daman, DIFC - P.O. Box 507316 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/rishi-kathuria-46a9b410/ |
Hedge Fund, Private Equity, Real Estate Funds |
2.010 |
|
|
|
https://msmdifc.com/ |
MSM is a multi-family office dedicated to providing Wealth Management services to Global Families. Our team brings over 100 years of combined Investment Management and Intellectual Capital.
MSM works closely with clients to help understand their investment objectives and devise a personalized wealth strategy that ensures capital preservation for future generations. We offer investment solutions that structure and monitor the investment portfolios of our clients while mitigating risk and maintaining privacy and confidentiality. |
MF |
|
| 444 |
MSM Investment Advisors S.A. |
Arpana |
Morjaria |
Director |
41 228 173 700 |
41 228 173 701 |
arpana@msmiam.ch |
contact@msmiam.ch |
Rue de la Rôtisserie 11 |
Geneva |
|
CH- 1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/arpana-sharma-morjaria-1775a420/ |
Hedge Fund, Private Equity, Real Estate Funds |
2.010 |
|
|
https://www.linkedin.com/company/msm-investment-advisors-s.a./ |
https://www.msmiam.com/ |
MSM is a Multi Family Office platform dedicated to providing global families with a highly personalized, responsive and tailored wealth management and corporate advisory service. |
MF |
44 207 495-8668 |
|
MSM Investment Advisors S.A. |
Ezequiel |
Bosch |
Director |
41 228 173 700 |
41 228 173 701 |
ezequiel@msmiam.ch |
contact@msmiam.ch |
Rue de la Rôtisserie 11 |
Geneva |
|
CH- 1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/ezequiel-bosch-807023a/ |
Hedge Fund, Private Equity, Real Estate Funds |
2.010 |
|
|
https://www.linkedin.com/company/msm-investment-advisors-s.a./ |
https://www.msmiam.com/ |
MSM is a Multi Family Office platform dedicated to providing global families with a highly personalized, responsive and tailored wealth management and corporate advisory service. |
MF |
44 207 495-8668 |
|
MSM Investment Advisors S.A. |
Milan |
Morjaria |
Founder |
41 228 173 700 |
41 228 173 701 |
milan@msmiam.ch |
contact@msmiam.ch |
Rue de la Rôtisserie 11 |
Geneva |
|
CH- 1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/milan-s-morjaria-28ba8615/ |
Hedge Fund, Private Equity, Real Estate Funds |
2.010 |
|
|
https://twitter.com/morjariam |
https://www.msmiam.com/ |
MSM is a Multi Family Office platform dedicated to providing global families with a highly personalized, responsive and tailored wealth management and corporate advisory service. |
MF |
44 207 495-8668 |
|
MSM Investment Advisors S.A. |
Victoria |
Gabb |
Executive Assistant |
41 228 173 700 |
41 228 173 701 |
vicky@msmiam.ch |
contact@msmiam.ch |
Rue de la Rôtisserie 11 |
Geneva |
|
CH- 1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/victoria-gabb-b4445559/ |
Hedge Fund, Private Equity, Real Estate Funds |
2.010 |
|
|
https://www.linkedin.com/company/msm-investment-advisors-s.a./ |
https://www.msmiam.com/ |
MSM is a Multi Family Office platform dedicated to providing global families with a highly personalized, responsive and tailored wealth management and corporate advisory service. |
MF |
44 207 495-8668 |
| 445 |
Mt Fort Advisers |
Stefka |
Georgiev |
CFO & Director |
Direct: 41 225 681 002 |
|
sgeorgiev@mtfortadvisers.com |
contact@mtfortadvisers.com |
Rue de Lausanne 20 bis |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/sgeorgiev/ |
Hedge Funds, Private Equity, Real Estate, Alternative Investments, Technology |
|
|
|
https://www.linkedin.com/company/mt-fort-advisers/ |
https://mtfortadvisers.com/ |
Mt Fort Advisers, a Wealth Management and Multi-Family Office offering high-end financial services to domestic and international individual clients, families and entrepreneurs.
Our Clients are at the centre of our daily preoccupations: we listen, exchange, reflect and implement in total independence.
We build our relationships by carefully listening to our clients and sharing our common experiences and expertise. We support them through a global and long-term wealth management approach across generations. We take a holistic view in managing our clients assets. |
MF |
|
|
Mt Fort Advisers |
Christophe |
Sierro |
Founding Partner & CEO |
Direct: 41 225 681 005 |
|
csierro@mtfortadvisers.com |
contact@mtfortadvisers.com |
Rue de Lausanne 20 bis |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/christophe-b-sierro-21b9453b/ |
Hedge Funds, Private Equity, Real Estate, Alternative Investments, Technology |
|
|
|
https://www.linkedin.com/company/mt-fort-advisers/ |
https://mtfortadvisers.com/ |
Mt Fort Advisers, a Wealth Management and Multi-Family Office offering high-end financial services to domestic and international individual clients, families and entrepreneurs.
Our Clients are at the centre of our daily preoccupations: we listen, exchange, reflect and implement in total independence.
We build our relationships by carefully listening to our clients and sharing our common experiences and expertise. We support them through a global and long-term wealth management approach across generations. We take a holistic view in managing our clients assets. |
MF |
|
|
Mt Fort Advisers |
Christian |
Benedetti |
Asset Manager |
Direct: 41 225 681 003 |
|
cbenedetti@mtfortadvisers.com |
contact@mtfortadvisers.com |
Rue de Lausanne 20 bis |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/christian-benedetti-3275743/ |
Hedge Funds, Private Equity, Real Estate, Alternative Investments, Technology |
|
|
|
https://www.linkedin.com/company/mt-fort-advisers/ |
https://mtfortadvisers.com/ |
Mt Fort Advisers, a Wealth Management and Multi-Family Office offering high-end financial services to domestic and international individual clients, families and entrepreneurs.
Our Clients are at the centre of our daily preoccupations: we listen, exchange, reflect and implement in total independence.
We build our relationships by carefully listening to our clients and sharing our common experiences and expertise. We support them through a global and long-term wealth management approach across generations. We take a holistic view in managing our clients assets. |
MF |
|
|
Mt Fort Advisers |
Caroline |
de Almeida |
Client Service Officer |
Direct: 41 225 681 006 |
|
cdealmeida@mtfortadvisers.com |
contact@mtfortadvisers.com |
Rue de Lausanne 20 bis |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/caroline-almeida-pesty-548a08a8/ |
Hedge Funds, Private Equity, Real Estate, Alternative Investments, Technology |
|
|
|
https://www.linkedin.com/company/mt-fort-advisers/ |
https://mtfortadvisers.com/ |
Mt Fort Advisers, a Wealth Management and Multi-Family Office offering high-end financial services to domestic and international individual clients, families and entrepreneurs.
Our Clients are at the centre of our daily preoccupations: we listen, exchange, reflect and implement in total independence.
We build our relationships by carefully listening to our clients and sharing our common experiences and expertise. We support them through a global and long-term wealth management approach across generations. We take a holistic view in managing our clients assets. |
MF |
|
| 446 |
Multi Family Office Chile | Vicapital |
Ignacio |
Silva Lombardi |
Partner |
562 2233 6060 |
|
isilva@vicapital.cl |
contacto@vicapital.cl |
Apoquindo 3000, Oficina 1501, Las Condes |
Santiago de Chile |
|
|
Chile |
South America |
https://www.linkedin.com/in/ignacio-silva-17294756/ |
Alternative Investments, Hedge Funds, Private Equity |
2.012 |
|
|
https://www.linkedin.com/company/vicapitala/ |
https://vicapital.cl/ |
Vicapital offers independent advice on investment management to individuals, families and foundations, through a personalized and tailored service. We have a team of professionals with outstanding experience in investments, dedicated exclusively to the care of our clients' assets.
We are an independent company, in which our sole objective is to identify the best market opportunities and advise our clients according to their objectives.
We have a highly experienced team, where the partners are fully involved in the relationship with each client.
The wealth advice of our clients is our only business, which allows us to have exclusive dedication and be specialists.
We believe in long-term relationships, so confidentiality and transparency are essential pillars of our company to generate bonds of trust. |
MF |
|
|
Multi Family Office Chile | Vicapital |
Daniela |
Infante Stewart |
Partner |
562 2233 6060 |
|
dinfante@vicapital.cl |
contacto@vicapital.cl |
Apoquindo 3000, Oficina 1501, Las Condes |
Santiago de Chile |
|
|
Chile |
South America |
https://www.linkedin.com/in/daniela-infante-stewart-3b64701a3/ |
Alternative Investments, Hedge Funds, Private Equity |
2.012 |
|
|
https://www.linkedin.com/company/vicapitala/ |
https://vicapital.cl/ |
Vicapital offers independent advice on investment management to individuals, families and foundations, through a personalized and tailored service. We have a team of professionals with outstanding experience in investments, dedicated exclusively to the care of our clients' assets.
We are an independent company, in which our sole objective is to identify the best market opportunities and advise our clients according to their objectives.
We have a highly experienced team, where the partners are fully involved in the relationship with each client.
The wealth advice of our clients is our only business, which allows us to have exclusive dedication and be specialists.
We believe in long-term relationships, so confidentiality and transparency are essential pillars of our company to generate bonds of trust. |
MF |
|
|
Multi Family Office Chile | Vicapital |
Emiliano |
Villaseca Gorman |
Partner |
562 2233 6060 |
|
evillaseca@vicapital.cl |
contacto@vicapital.cl |
Apoquindo 3000, Oficina 1501, Las Condes |
Santiago de Chile |
|
|
Chile |
South America |
https://www.linkedin.com/in/emiliano-villaseca-97b409167/ |
Alternative Investments, Hedge Funds, Private Equity |
2.012 |
|
|
https://www.linkedin.com/company/vicapitala/ |
https://vicapital.cl/ |
Vicapital offers independent advice on investment management to individuals, families and foundations, through a personalized and tailored service. We have a team of professionals with outstanding experience in investments, dedicated exclusively to the care of our clients' assets.
We are an independent company, in which our sole objective is to identify the best market opportunities and advise our clients according to their objectives.
We have a highly experienced team, where the partners are fully involved in the relationship with each client.
The wealth advice of our clients is our only business, which allows us to have exclusive dedication and be specialists.
We believe in long-term relationships, so confidentiality and transparency are essential pillars of our company to generate bonds of trust. |
MF |
|
| 447 |
Multi Family Office, s.r.o. |
Jana |
Šmídová |
Family Office Manager |
Direct: 420 724 144 432 |
|
smidova@mufo.cz |
office@mufo.cz |
Václavské náměstí 772/2 |
Praha 1 |
|
110 00 |
Czech Republic |
Europe |
https://www.linkedin.com/in/jana-šmídová-9499b1168/ |
Funds, Hedge Funds, Alternative Investments |
2.019 |
|
|
https://www.linkedin.com/company/pwg-multi-family-office/ |
https://www.mufo.cz/ |
The basic division of Family Office, "family offices" is into Single Family Office (SFO), i.e. those "family offices" that deal with only one family, or the more frequently used Multi Family Office (MFO), which offer their services to several families and clients .
Single Family Office is further divided into Virtual Family Office (VFO) or Embedded Family Office (EFO), so-called "embedded family office". Multi-family Offices are further divided into the most commonly used Commercial MFO, Private MFO and Virtual MFO. |
MF |
|
|
Multi Family Office, s.r.o. |
Pavel |
Kolář |
Private Wealth Advisor & CEO |
Direct: 420 777 090 944 |
|
kolar@mufo.cz |
office@mufo.cz |
Václavské náměstí 772/2 |
Praha 1 |
|
110 00 |
Czech Republic |
Europe |
https://www.linkedin.com/in/pavel-kolář-54716148/ |
Funds, Hedge Funds, Alternative Investments |
2.019 |
|
|
https://www.linkedin.com/company/pwg-multi-family-office/ |
https://www.mufo.cz/ |
The basic division of Family Office, "family offices" is into Single Family Office (SFO), i.e. those "family offices" that deal with only one family, or the more frequently used Multi Family Office (MFO), which offer their services to several families and clients .
Single Family Office is further divided into Virtual Family Office (VFO) or Embedded Family Office (EFO), so-called "embedded family office". Multi-family Offices are further divided into the most commonly used Commercial MFO, Private MFO and Virtual MFO. |
MF |
|
|
Multi Family Office, s.r.o. |
Leona |
Nechvílová |
Family Office Manager |
Direct: 420 608 307 747 |
|
nechvilova@mufo.cz |
office@mufo.cz |
Václavské náměstí 772/2 |
Praha 1 |
|
110 00 |
Czech Republic |
Europe |
https://www.linkedin.com/in/leonanechvilova/ |
Funds, Hedge Funds, Alternative Investments |
2.019 |
|
|
https://www.linkedin.com/company/pwg-multi-family-office/ |
https://www.mufo.cz/ |
The basic division of Family Office, "family offices" is into Single Family Office (SFO), i.e. those "family offices" that deal with only one family, or the more frequently used Multi Family Office (MFO), which offer their services to several families and clients .
Single Family Office is further divided into Virtual Family Office (VFO) or Embedded Family Office (EFO), so-called "embedded family office". Multi-family Offices are further divided into the most commonly used Commercial MFO, Private MFO and Virtual MFO. |
MF |
|
|
Multi Family Office, s.r.o. |
Radek |
Šiller |
Partner & Wealth Manager |
Direct: 420 608 980 840 |
|
siller@mufo.cz |
office@mufo.cz |
Václavské náměstí 772/2 |
Praha 1 |
|
110 00 |
Czech Republic |
Europe |
https://www.linkedin.com/in/radek-šiller/ |
Funds, Hedge Funds, Alternative Investments |
2.019 |
|
|
https://www.linkedin.com/company/pwg-multi-family-office/ |
https://www.mufo.cz/ |
The basic division of Family Office, "family offices" is into Single Family Office (SFO), i.e. those "family offices" that deal with only one family, or the more frequently used Multi Family Office (MFO), which offer their services to several families and clients .
Single Family Office is further divided into Virtual Family Office (VFO) or Embedded Family Office (EFO), so-called "embedded family office". Multi-family Offices are further divided into the most commonly used Commercial MFO, Private MFO and Virtual MFO. |
MF |
|
| 448 |
Munster Family Office |
Sigmund |
Munster |
President |
(561) 557-5108 |
|
sigmunster1@aol.com |
sigmunster1@aol.com |
219 Royal Poinciana Way |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/sigmundmunster/ |
Private Equity, Hedge Funds |
2.006 |
|
|
|
|
Munster Family Office is a single family office for the Munster Family. |
SF |
|
| 449 |
My Global Advisor |
Philippe |
Szokolóczy-Syllaba |
Founder |
41 792 781 326 |
41 228 073 301 |
szokoloczy@myga.ch |
info@myga.ch |
6 route de Malagnou , CP 32 |
Genève 17 |
|
CH-1211 |
Switzerland |
Europe |
|
Equities, Hedge Funds and Bonds |
2.005 |
|
|
|
https://www.myga.ch/ |
My Global Advisor, a Geneva based multi-family office, managing the wealth and handling the tax and estate planning of a small number of families. My Global Advisor acts as a gatekeeper, assisting those families in the selection of third party service providers, as well as monitoring and controlling such providers. My Global Advisor focuses on capital preservation, regular appreciation of assets and wealth transfer across generations. |
MF |
|
| 450 |
N/A |
Thomas |
Barry |
Director of Investments |
(514) 358-9251 |
|
tbarry@barrycapital.ca |
|
1001 Boul. de Maisonneuve, Suite 205 |
Montreal |
QC |
H3A 3C8 |
Canada |
North America |
https://www.linkedin.com/in/thomas-barry-287aa847/ |
Investment Management, Hedge Funds, Equities, Mutual Funds, Risk Management, Fundamental Analysis, Equity Research, Trading, Alternative |
|
|
|
https://barrycapital.ca/ |
|
Thomas Barry serves as Director of Investments for a single-family office firm located in Montreal, Canada. |
SF |
|
| 451 |
N/A |
Mathieu |
Gaillard |
Assistant Investment Officer |
Mobile: 33 675 044 477 |
|
mathieugaillard35@gmail.com |
|
24 Bis rue Smollet |
Nice |
|
06300 |
France |
Europe |
https://www.linkedin.com/in/mathieu-gaillard-09a54b104/ |
Alternative Investments, Hedge Funds, Technology, NFTs |
|
|
|
|
|
Mathieu Gaillard serves as assistant investment officer at Single Family Office firm in Nice, France. |
SF |
|
| 452 |
N/A |
Andreas |
Meyer |
Chief Executive Officer |
Direct: 49 69 34 879-6667 |
|
a.meyer@bankhaus-scheich.de |
|
Rossmarkt 21 |
Frankfurt am Main |
|
60311 |
Germany |
Europe |
https://www.linkedin.com/in/andreas-meyer-5a01961/ |
Financing, Risk Management, Corporate Banking, Real Estate, Renewable, FinTechs, Financial Technology, Broker-dealers, Hedge Funds, Pension Funds, Private Equity |
2.022 |
|
|
https://www.bankhaus-scheich.de/en/ |
|
Experienced equity and debt capital markets banker with strong skills in financing, risk management, corporate banking and real estate. |
SF |
|
| 453 |
N/A |
Matthew |
Piepenburg |
Chief Investment Officer |
(703) 787-0018 |
(703) 774-3520 |
mpiepenburg@arkfinria.com |
info@arkfinria.com |
560 Herndon Parkway, Suite 130 |
Herndon |
VA |
20170 |
United States of America |
North America |
https://www.linkedin.com/in/matthewpiepenburg/ |
Hedge Fund |
|
|
|
http://arkfinria.com/our-team/ |
http://matthewpiepenburg.com/ |
Mr. Piepenburg, Chief Investment Officer of a Single Family Office as well as the Managing Director of a Multi-Family-Office (Massey Quick & Co). |
SF |
|
| 454 |
N/A |
Ali |
Khalid |
Investment Director |
|
|
ali.khalid@ursainvestment.com |
|
Green Park House, 15 Stratton Street, Mayfair |
London |
|
W1J 8LQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/ali-khalid-emba-846b9a18/ |
Equities, Fixed Income, Private Equity, Hedge Funds, Real Estate, Commodities, Custom Made Structured Products, Aircraft, Oil & Gas, Bond Deals |
2.017 |
£500K |
|
http://www.ursainvestment.com/ |
|
Ali Khalid serves as Investment Director for a London, United Kindom-based Single Family Office firm. |
SF |
|
| 455 |
N/A |
John |
Ross-Munro |
Head of Single Family Office |
44 162 463-0041 |
|
john.ross-munro@maitlandgroup.com |
|
Falcon Cliff, Palace Road |
Douglas |
|
IM2 4LB |
Isle of Man |
Europe |
https://www.linkedin.com/in/john-ross-munro-45544051/ |
Real Estate, Hedge Funds, Alternative Investments |
2.015 |
|
|
https://www.maitlandgroup.com/team/john-ross-munro/ |
|
John acts as the Head of an embedded Single Family Office, including acting as General Counsel, Director and Investment Committee Member for the SFO's investment vehicles focused on a wide range of investments, including hedge funds and alternative investments. The embedded SFO is provided under the umbrella of the Maitland Group, with senior personnel such as myself and other professionals who are dedicated to and act only for the family structure and then also other multi-family office personnel at Maitland Group who also provide key ongoing services for the SFO, but on a consumption basis as needed. |
SF |
|
| 456 |
N/A |
Selwyn |
Singer |
Family Office Executive |
(561) 804-9569 |
|
ssinger@pbirgi.com |
|
123 Australian Avenue |
Palm Beach |
FL |
33480 |
United States of America |
North America |
https://www.linkedin.com/in/selwyn-singer-40487546/ |
Hedge Funds, Alternative Investments |
|
|
|
http://pbirgi.com/ |
|
Chief Operating Officer at a Palm Beach Single Family Office. Responsible for evaluation and monitoring of investments across multiple asset classes such as public, private and alternatives, real estate and business opportunities. |
SF |
|
| 457 |
N/A |
David |
Zilkha |
Principal Investor |
(212) 644-2262 |
|
davidzilkha@gmail.com |
|
150 E. 52Nnd Street |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/davidzilkha/ |
Hedge funds, private equity, direct equity and debt investments of private companies |
1.990 |
|
|
|
|
We are a public and private equity portfolio management family office running US venture and public investments out of Philadelphia, New York and London. Our family office currently oversees a concentrated portfolio of a dozen private and public long and short positions across all economic sectors. We specialize in technology, healthcare, financials and consumer investments. We also take positions in options, and in short positions in stocks and stock indexes to create our desired beta-adjusted long-short ratio. |
SF |
|
| 458 |
N/A |
Sean |
Donohue |
Analyst |
Mobile: (917) 445-1923 |
|
sdonohue@saranaclakecap.com |
|
1745 Broadway, 17th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/seanddonohue/ |
Private Equity, Alternative Investments |
2.017 |
|
seandevinedonohue@gmail.com |
https://www.saranaclakecap.com/
https://www.sprucepointcap.com/ |
|
Sean Donohue serves as Analyst for a Single Family Office firm in New York. |
SF |
|
| 459 |
N/A |
Tejas |
Shah |
Senior Investment Professional |
|
|
tejasnshah7@yahoo.co.in |
|
|
Riyadh |
|
N/A |
Kingdom of Saudi Arabia |
Asia |
https://www.linkedin.com/in/tejas-shah-45702b34/ |
Strategic Planning & Management, Investment & Portfolio Management, Alternative Investments, Wealth Management, Securities Trading |
2.015 |
|
|
|
|
Senior Investment professional with a prominent single family office based in Saudi Arabia. |
SF |
|
| 460 |
N/A |
Leslie |
Goldman Pinto |
Director, Family Office |
(847) 696-7219 |
|
lpinto@purebarre.com |
|
110 N Northwest Highway, Suite B1-D |
Park Ridge |
IL |
60068 |
United States of America |
North America |
https://www.linkedin.com/in/leslie-pinto-cfp®-04b328a/ |
Alternative Investments, Sports, Entertainment |
|
|
|
|
https://www.facebook.com/leslie.goldmanpinto |
Leslie Pinto runs a single family office located in Chicago, Illinois, United States. |
SF |
|
| 461 |
N/A |
Dr. Victoria |
Vysotina |
Chief Investment Officer |
|
|
vysotina@vvstrategic.com |
|
60 East 42nd Street, 3rd Floor |
New York |
NY |
10165 |
United States of America |
North America |
https://www.linkedin.com/in/dr-victoria-vysotina-a3708a2b/ |
Venture Capital, Funds, Technology |
2.021 |
|
|
https://glginsights.com/ |
|
> 25 years of experience in investment banking/capital markets and investment management
> Portfolio Manager with deep market knowledge of alternative asset classes (venture capital, private equity and hedge funds)
> Venture Capital investor and Strategic Advisor to companies and funds
> Speaker at family offices and institutional investor conferences globally on topics of portfolio and risk management, asset allocation and direct investments
> Ph.D. in Mathematics |
MF |
|
| 462 |
N/A |
Prof. Harry |
Carademas |
Member of Private Single Family Office & Board Member |
|
|
enquiries@aquilaaureuscapital.com |
|
Suite 40, Cariocca Business Park, 2 Sawley Road |
Manchester |
|
M40 8BB |
United Kingdom |
Europe |
https://www.linkedin.com/in/professorharrykaradimas/ |
Shipping Industry, Health Care Sector including Biotechnology, Pharmaceuticals and Life Sciences |
|
|
|
|
|
The major financial objective of the current position is the Private Funding of Ship Investment Projects.
Alternative Credit sub-Asset Classes especially of Opportunistic and Special Situations character in Innovative Investment projects in Health Care Sector including Biotechnology, Pharmaceuticals and Life Sciences Industries as well as Specialized Finance and Aviation sub-Industries are of predominant Interest.
The premier Alternative Investment proposals will be funded through Syndication Process with pooled Investment Vehicles in innovative Investment Schemes. |
SF |
|
| 463 |
Nair Pte Ltd. |
Vinod |
Nair |
Founder & CEO |
65 6236 1002 |
|
nair@nair.sg |
nair@nair.sg |
80 Raffles Place, #24-23 UOB Plaza 2 |
|
|
048624 |
Singapore |
Asia |
https://www.linkedin.com/in/vinod-nair-7641b5103/ |
Stakes, Assets, Private Equity, Venture Capital, Hedge Funds, Alternative Investments |
1.999 |
|
|
https://www.linkedin.com/company/nair-pte-ltd/ |
http://www.nair.sg/ |
Nair is a Single Family Office run by and for their principal, Vinod Nair, and his family. |
SF |
|
| 464 |
Naydenov Family Office AG |
Georgi |
Dantchev-Naydenov |
Member of the Board of Directors |
|
|
georgi@naydenov.li |
office@naydenov.li |
Lettstrasse 23 |
Vaduz |
|
9490 |
Liechtenstein |
Europe |
https://www.linkedin.com/in/georgi-dantchev-naydenov-211642170/ |
Real Estate, Private Equity Funds, Venture Capital Funds, Hedge Funds, Alternative Investments, IT, Information Technology |
2.021 |
|
|
https://texim.bg/
https://stgallenimmobilien.com/ |
https://naydenov.li/ |
Naydenov Family Office was created in 2021 in Vaduz, Liechtenstein, with the purpose of managing the assets of the third generation members of the Naydenov family, stemming from the inheritance of the family patriarch, Georgi Naydenov. Georgi Naydenov (1927-1998) was a diplomat and entrepreneur. He was the founder of the Economic Experiment Texim in the 1960’s, which encompassed the creation of the first conglomerate in Bulgaria, as well as the founder of the oldest operating private bank in the country, Texim Bank AD, which exists to this day. The family office was created and is owned by the grandchildren of Georgi Naydenov – Ionko, Georgi and Slava.
Our mission is to ensure the continuation of the legacy of our family patriarch, Georgi Naydenov, for future generations, by consolidating key business interests in accordance with his credo; “We were, we are, we will be”. |
SF |
|
| 465 |
Neuberger Berman |
Elizabeth |
Traxler |
Vice President |
(800) 223-6448 |
|
elizabeth.traxler@nb.com |
prospectus@needhamco.com |
1290 Avenue of the Americas |
New York |
NY |
10104 |
United States of America |
North America |
|
Fixed Income, Equity, Private Markets, Quantitative, Hedge Funds, Multi-Asset Class, Insurance-Linked Strategies, Private Real Estate |
|
$356B |
|
|
https://nb.com/ |
Founded in 1939, Neuberger Berman is a private, 100% independent, employee-owned investment manager. From offices in 32 cities worldwide, the firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With more than 500 investment professionals and more than 2,000 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us a citation in the top-ranked firm (among those with 1,000 or more employees) in the Pensions & Investments "Best Places to Work in Money Management" survey each year since 2013. |
Private Equity |
|
| 466 |
Neuberger Berman BD LLC |
George |
Walker |
CEO |
(800) 223-6448 |
|
george.walker@nb.com |
funds_cseurope@nb.com |
1290 Avenue of the Americas |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/george-walker-86680834/ |
|
|
$10B |
|
|
https://www.nb.com/ |
The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutions, advisors and individuals. Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. |
Fund-of-Fund |
|
|
Neuberger Berman BD LLC |
Brad |
Tank |
Chief Investment Officer Fixed Income |
(800) 223-6448 |
|
brad.tank@nb.com |
funds_cseurope@nb.com |
1290 Avenue of the Americas |
New York |
NY |
10104 |
United States of America |
North America |
https://www.linkedin.com/in/brad-tank-994a7aa/ |
|
|
$10B |
|
|
https://www.nb.com/ |
The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutions, advisors and individuals. Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. |
Fund-of-Fund |
|
| 467 |
NewOak SA |
Gregory |
Armstrong |
Chief Executive Officer |
41 434 562 626 |
|
gregory.armstrong@newoak.ch |
contact@newoak.ch |
Bahnhofstrasse 10 |
Zurich |
|
CH-8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/gregory-armstrong-14525177/ |
Equity Funds, Equities, Bonds, Hedge Funds, Private Equity, Alternative Investments |
2.020 |
|
|
https://www.linkedin.com/company/newoak-sa/ |
https://www.newoak.ch/ |
NewOak is a tailor-made, multi-Family Office, offering you a far better scope and quality of services than what you have been receiving to date. Based on complete trust, we will work with you to find solutions however complex your needs, in order to achieve your goals. |
MF |
|
|
NewOak SA |
Amélie |
Armstrong |
Chief Operating Officer |
41 225 770 770 |
|
amelie.armstrong@newoak.ch |
contact@newoak.ch |
Av. De Champel 29 |
Geneva |
|
CH-1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/amélie-armstrong-429b9588/ |
Equity Funds, Equities, Bonds, Hedge Funds, Private Equity, Alternative Investments |
2.020 |
|
|
https://www.linkedin.com/company/newoak-sa/ |
https://www.newoak.ch/ |
NewOak is a tailor-made, multi-Family Office, offering you a far better scope and quality of services than what you have been receiving to date. Based on complete trust, we will work with you to find solutions however complex your needs, in order to achieve your goals. |
MF |
|
|
NewOak SA |
Davide |
Verda |
Managing Partner & Chief Investment Officer |
41 225 770 770 |
|
davide.verda@newoak.ch |
contact@newoak.ch |
Av. De Champel 29 |
Geneva |
|
CH-1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/davide-verda-30146a4/ |
Equity Funds, Equities, Bonds, Hedge Funds, Private Equity, Alternative Investments |
2.020 |
|
|
https://www.linkedin.com/company/newoak-sa/ |
https://www.newoak.ch/ |
NewOak is a tailor-made, multi-Family Office, offering you a far better scope and quality of services than what you have been receiving to date. Based on complete trust, we will work with you to find solutions however complex your needs, in order to achieve your goals. |
MF |
|
|
NewOak SA |
Kaveh |
Anooshiravani |
Investment Consultant |
41 225 770 770 |
|
kaveh@newoak.ch |
contact@newoak.ch |
Av. De Champel 29 |
Geneva |
|
CH-1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/kaveh-anooshiravani-486471b2/ |
Equity Funds, Equities, Bonds, Hedge Funds, Private Equity, Alternative Investments |
2.020 |
|
kaveh.anooshiravani@newoak.ch |
https://www.linkedin.com/company/newoak-sa/ |
https://www.newoak.ch/ |
NewOak is a tailor-made, multi-Family Office, offering you a far better scope and quality of services than what you have been receiving to date. Based on complete trust, we will work with you to find solutions however complex your needs, in order to achieve your goals. |
MF |
|
|
NewOak SA |
Michael |
Berclaz |
Compliance Officer & Director |
41 225 770 770 |
|
mb@outsourcingcompliance.com |
contact@newoak.ch |
Av. De Champel 29 |
Geneva |
|
CH-1206 |
Switzerland |
Europe |
https://www.linkedin.com/in/michaelberclaz/ |
Equity Funds, Equities, Bonds, Hedge Funds, Private Equity, Alternative Investments |
2.020 |
|
|
https://outsourcingcompliance.com/ |
https://www.newoak.ch/ |
NewOak is a tailor-made, multi-Family Office, offering you a far better scope and quality of services than what you have been receiving to date. Based on complete trust, we will work with you to find solutions however complex your needs, in order to achieve your goals. |
MF |
|
| 468 |
Nexus Investimentos, Participações e Locações - Family Office |
Antonio |
Rubens Camilotti Filho |
Investment Analyst |
55 (41) 3406-9832 |
|
contabilidade@seivacamilotti.com.br |
|
Av. Dario Lopes dos Santos, 2197 - Andar 7, Bloco A |
Curitiba |
PR |
80210-010 |
Brazil |
South America |
https://www.linkedin.com/in/camilottiantonio/ |
Liquid Asset Classes in the Brazilian market (Fixed Income, Hedge Funds and Equities) Fixed Income, Hedge Funds, Equity, Private Equity, Venture Capital, Real Estate |
2.010 |
|
comercioexterior@seivacamilotti.com.br, vendas@seivacamilotti.com.br |
http://www.seivacamilotti.com.br/ |
https://www.linkedin.com/company/nexus-investimentos-participações-e-locações-family-office/ |
Nexus is a Single Family Office based in Curitiba, Brazil. |
SF |
|
|
Nexus Investimentos, Participações e Locações - Family Office |
Alvaro |
Lehmann |
Real Estate Analyst |
Mobile: 55 (41) 99849-9871 |
|
alvarolmfl@hotmail.com |
|
Av. Dario Lopes dos Santos, 2197 - Andar 7, Bloco A |
Curitiba |
PR |
80210-010 |
Brazil |
South America |
https://www.linkedin.com/in/alvaro-lehmann-136a81a6/ |
Liquid Asset Classes in the Brazilian market (Fixed Income, Hedge Funds and Equities) Fixed Income, Hedge Funds, Equity, Private Equity, Venture Capital, Real Estate |
2.010 |
|
|
|
https://www.linkedin.com/company/nexus-investimentos-participações-e-locações-family-office/ |
Nexus is a Single Family Office based in Curitiba, Brazil. |
SF |
|
| 469 |
NGI Naef Gestion Internationale SA |
Jacques-Antoine |
Redier |
Real Estate Manager |
41 223 286 122 |
41 223 286 130 |
jaredier@naef-international.com |
info@naef-international.com |
Place des Philosophes 18 |
Geneva |
|
CH-1205 |
Switzerland |
Europe |
https://www.linkedin.com/in/jacques-antoine-redier-122319/ |
Real Estate, Private Equity, Hedge Funds |
2.003 |
|
|
https://www.linkedin.com/company/naef-gestion-internationale-s-a-/ |
https://www.naef-international.com/ |
Naef Gestion Internationale is a Geneva, Switzerland-based multi family office firm. |
MF |
|
|
NGI Naef Gestion Internationale SA |
Jean |
Naef |
Founder |
41 223 286 122 |
41 223 286 130 |
jnaef@naef-international.com |
info@naef-international.com |
Place des Philosophes 18 |
Geneva |
|
CH-1205 |
Switzerland |
Europe |
|
Real Estate, Private Equity, Hedge Funds |
2.003 |
|
|
https://www.linkedin.com/company/naef-gestion-internationale-s-a-/ |
https://www.naef-international.com/ |
Naef Gestion Internationale is a Geneva, Switzerland-based multi family office firm. |
MF |
|
|
NGI Naef Gestion Internationale SA |
Marie-Aude |
Meylan |
Chief Operational Officer - Vice-President |
41 223 286 122 |
41 223 286 130 |
mameylan@naef-international.com |
info@naef-international.com |
Place des Philosophes 18 |
Geneva |
|
CH-1205 |
Switzerland |
Europe |
https://www.linkedin.com/in/marie-aude-meylan-a16a4952/ |
Real Estate, Private Equity, Hedge Funds |
2.003 |
|
|
https://www.linkedin.com/company/naef-gestion-internationale-s-a-/ |
https://www.naef-international.com/ |
Naef Gestion Internationale is a Geneva, Switzerland-based multi family office firm. |
MF |
|
| 470 |
Nicholas Hoffman & Company |
Cam |
Simonds |
Senior Investment Advisor |
(404) 815-5050 |
(404) 815-5089 |
csimonds@nhoffmanandco.com |
ops@nhoffmanandco.com |
1355 Peachtree Street, NE, Suite 1450 |
Atlanta |
GA |
30309 |
United States of America |
North America |
https://www.linkedin.com/in/cam-simonds-4675446/ |
Private and Public Markets, Hedge Funds |
2.007 |
$442M |
|
https://www.linkedin.com/company/nicholas-hoffman-&-company/ |
https://www.nhoffmanandco.com/ |
Nicholas Hoffman & Company is a multi-family office that offers a shared platform for families to leverage their resources and choose the services that best meet their needs. With broad reach and expertise in both the public and private markets, we offer comprehensive investment options that are complemented by a suite of wealth planning services. Transparent financial reporting helps our families track progress, and strategic planning enables them to make well informed financial decisions. |
MF |
|
|
Nicholas Hoffman & Company |
Gary |
Martin |
Principal |
(404) 815-5050 |
(404) 815-5089 |
gmartin@nhoffmanandco.com |
ops@nhoffmanandco.com |
1355 Peachtree Street, NE, Suite 1450 |
Atlanta |
GA |
30309 |
United States of America |
North America |
https://www.linkedin.com/in/gary-martin-cfa-9a39687/ |
Private and Public Markets, Hedge Funds |
2.007 |
$442M |
|
https://www.linkedin.com/company/nicholas-hoffman-&-company/ |
https://www.nhoffmanandco.com/ |
Nicholas Hoffman & Company is a multi-family office that offers a shared platform for families to leverage their resources and choose the services that best meet their needs. With broad reach and expertise in both the public and private markets, we offer comprehensive investment options that are complemented by a suite of wealth planning services. Transparent financial reporting helps our families track progress, and strategic planning enables them to make well informed financial decisions. |
MF |
|
|
Nicholas Hoffman & Company |
Mike |
Masters |
Sr. Investment Advisor |
(404) 815-5050 |
(404) 815-5089 |
mmasters@nhoffmanandco.com |
ops@nhoffmanandco.com |
1355 Peachtree Street, NE, Suite 1450 |
Atlanta |
GA |
30309 |
United States of America |
North America |
https://www.linkedin.com/in/mikemasters1/ |
Private and Public Markets, Hedge Funds |
2.007 |
$442M |
|
https://www.linkedin.com/company/nicholas-hoffman-&-company/ |
https://www.nhoffmanandco.com/ |
Nicholas Hoffman & Company is a multi-family office that offers a shared platform for families to leverage their resources and choose the services that best meet their needs. With broad reach and expertise in both the public and private markets, we offer comprehensive investment options that are complemented by a suite of wealth planning services. Transparent financial reporting helps our families track progress, and strategic planning enables them to make well informed financial decisions. |
MF |
|
|
Nicholas Hoffman & Company |
Nicholas |
Hoffman |
Chief Executive Officer |
(404) 815-5050 |
(404) 815-5089 |
nhoffman@nhoffmanandco.com |
ops@nhoffmanandco.com |
1355 Peachtree Street, NE, Suite 1450 |
Atlanta |
GA |
30309 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-hoffman-9883998/ |
Private and Public Markets, Hedge Funds |
2.007 |
$442M |
|
https://www.linkedin.com/company/nicholas-hoffman-&-company/ |
https://www.nhoffmanandco.com/ |
Nicholas Hoffman & Company is a multi-family office that offers a shared platform for families to leverage their resources and choose the services that best meet their needs. With broad reach and expertise in both the public and private markets, we offer comprehensive investment options that are complemented by a suite of wealth planning services. Transparent financial reporting helps our families track progress, and strategic planning enables them to make well informed financial decisions. |
MF |
|
| 471 |
NOIA Capital |
Muhammed |
Yesilhark |
Chief Investment Officer |
|
|
muhammed@noiacapital.com |
contact@noiacapital.com |
18 rue Robert Stumper |
Luxembourg |
|
L-2557 |
Luxembourg |
Europe |
https://www.linkedin.com/in/muhammed-yesilhark-b089996/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds, Alternative Investments |
2.019 |
|
investors@q2qcapital.com |
https://www.q2qcapital.com/ |
https://noia.capital/ |
NOIA Capital is a Luxembourg based multi family office focusing on growth capital opportunities. The Group is registered with CSSF (Luxembourg), FSMA (Belgium), and VARA (UAE). |
MF |
|
|
NOIA Capital |
Jérôme |
Lhoist |
Partner |
|
|
jerome@noiacapital.com |
contact@noiacapital.com |
18 rue Robert Stumper |
Luxembourg |
|
L-2557 |
Luxembourg |
Europe |
https://www.linkedin.com/in/jérôme-lhoist-2a80a816/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds, Alternative Investments |
2.019 |
|
|
https://www.linkedin.com/company/noia-capital/ |
https://noia.capital/ |
NOIA Capital is a Luxembourg based multi family office focusing on growth capital opportunities. The Group is registered with CSSF (Luxembourg), FSMA (Belgium), and VARA (UAE). |
MF |
|
|
NOIA Capital |
Nicolas |
Vassaux |
Co-Founder |
|
|
nicolas@noiacapital.com |
contact@noiacapital.com |
18 rue Robert Stumper |
Luxembourg |
|
L-2557 |
Luxembourg |
Europe |
https://www.linkedin.com/in/nicolas-vassaux-80772211/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds, Alternative Investments |
2.019 |
|
|
https://www.linkedin.com/company/noia-capital/ |
https://noia.capital/ |
NOIA Capital is a Luxembourg based multi family office focusing on growth capital opportunities. The Group is registered with CSSF (Luxembourg), FSMA (Belgium), and VARA (UAE). |
MF |
|
| 472 |
Northland Wealth Management |
Arthur |
Salzer |
CEO & Co-CIO |
(416) 818-6377 |
(712) 239-3025 |
asalzer@northlandwealth.com |
info@northlandwealth.com |
2010 Winston Park Dr., Suite 504 |
Oakville |
ON |
L6H 5R7 |
Canada |
North America |
https://www.linkedin.com/in/arthursalzer/ |
Alternative Investments, Private Equity , Private Real Estate, Hedge Funds, Family Governance, Private Debt, Portfolio Management, Fee-Only, Bitcoin, Next Gen Education, Concierge Services |
2.011 |
$300M |
|
https://www.linkedin.com/company/northland-wealth-management/ |
https://www.northlandwealth.com/ |
Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm. |
MF |
|
|
Northland Wealth Management |
Joseph |
Abramson |
Co-Chief Investment Officer |
(416) 360-3423 |
(712) 239-3025 |
jabramson@northlandwealth.com |
info@northlandwealth.com |
2010 Winston Park Dr., Suite 504 |
Oakville |
ON |
L6H 5R7 |
Canada |
North America |
https://www.linkedin.com/in/abramsonjoseph/ |
Alternative Investments, Private Equity , Private Real Estate, Hedge Funds, Family Governance, Private Debt, Portfolio Management, Fee-Only, Bitcoin, Next Gen Education, Concierge Services |
2.011 |
$300M |
|
https://www.linkedin.com/company/northland-wealth-management/ |
https://www.northlandwealth.com/ |
Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm. |
MF |
|
|
Northland Wealth Management |
Jerry |
Olynuk |
Managing Director & Portfolio Manager |
(416) 360-3423 |
(712) 239-3025 |
jolynuk@northlandwealth.com |
info@northlandwealth.com |
2010 Winston Park Dr., Suite 504 |
Oakville |
ON |
L6H 5R7 |
Canada |
North America |
https://www.linkedin.com/in/jerry-olynuk-cfa-3261561a/ |
Alternative Investments, Private Equity , Private Real Estate, Hedge Funds, Family Governance, Private Debt, Portfolio Management, Fee-Only, Bitcoin, Next Gen Education, Concierge Services |
2.011 |
$300M |
|
https://www.linkedin.com/company/northland-wealth-management/ |
https://www.northlandwealth.com/ |
Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm. |
MF |
|
| 473 |
Northwood Family Office LP |
Barrett |
Lyons |
Manager, Tax and Planning |
Direct: (416) 502-6284 |
(416) 502-6279 |
bl@northwoodfamilyoffice.com |
performance@northwoodprivatecounsel.com |
130 King Street West, Suite 2250 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/barrett-lyons-5021bb53/ |
Real Estate, Alternative Investments |
2.003 |
$762M |
|
https://www.linkedin.com/company/northwood-family-office/ |
https://www.northwoodfamilyoffice.com/ |
Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. |
MF |
Office Address:
130 King Street West, Suite 2250
Toronto, ON M5X 1C8
Canada |
|
Northwood Family Office LP |
Russ |
Rodrigues |
Director of Investments |
Direct: (416) 502-6283 |
(416) 502-6279 |
rr@northwoodfamilyoffice.com |
performance@northwoodprivatecounsel.com |
130 King Street West, Suite 2250 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/russrodrigues/ |
Real Estate, Alternative Investments |
2.003 |
$762M |
|
https://www.linkedin.com/company/northwood-family-office/ |
https://www.northwoodfamilyoffice.com/ |
Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. |
MF |
Office Address:
130 King Street West, Suite 2250
Toronto, ON M5X 1C8
Canada |
|
Northwood Family Office LP |
CC |
Shaver |
Vice President of Operations & Finance |
Direct: (416) 644-6491 |
(416) 502-6279 |
cc@northwoodfamilyoffice.com |
performance@northwoodprivatecounsel.com |
130 King Street West, Suite 2250 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/ccleeshaver/ |
Real Estate, Alternative Investments |
2.003 |
$762M |
|
https://www.linkedin.com/company/northwood-family-office/ |
https://www.northwoodfamilyoffice.com/ |
Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. |
MF |
Office Address:
130 King Street West, Suite 2250
Toronto, ON M5X 1C8
Canada |
|
Northwood Family Office LP |
Eric |
Weir |
Executive Vice President |
Direct: (416) 502-6275 |
(416) 502-6279 |
ew@northwoodfamilyoffice.com |
performance@northwoodprivatecounsel.com |
130 King Street West, Suite 2250 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/eric-weir-82025a3/ |
Real Estate, Alternative Investments |
2.003 |
$762M |
|
https://www.linkedin.com/company/northwood-family-office/ |
https://www.northwoodfamilyoffice.com/ |
Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. |
MF |
Office Address:
130 King Street West, Suite 2250
Toronto, ON M5X 1C8
Canada |
|
Northwood Family Office LP |
Scott |
Hayman |
President & Head of Client Service |
Direct: (416) 502-6292 |
(416) 502-6279 |
sh@northwoodfamilyoffice.com |
performance@northwoodprivatecounsel.com |
130 King Street West, Suite 2250 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/scott-hayman-837b5320/ |
Real Estate, Alternative Investments |
2.003 |
$762M |
|
https://www.linkedin.com/company/northwood-family-office/ |
https://www.northwoodfamilyoffice.com/ |
Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. |
MF |
Office Address:
130 King Street West, Suite 2250
Toronto, ON M5X 1C8
Canada |
|
Northwood Family Office LP |
Tom |
McCullough |
Chairman, CEO & CIO |
Direct: (416) 502-6288 |
(416) 502-6279 |
tm@northwoodfamilyoffice.com |
performance@northwoodprivatecounsel.com |
130 King Street West, Suite 2250 |
Toronto |
ON |
M5X 1C8 |
Canada |
North America |
https://www.linkedin.com/in/tommcculloughnorthwood/ |
Real Estate, Alternative Investments |
2.003 |
$762M |
|
https://www.linkedin.com/company/northwood-family-office/ |
https://www.northwoodfamilyoffice.com/ |
Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. |
MF |
Office Address:
130 King Street West, Suite 2250
Toronto, ON M5X 1C8
Canada |
| 474 |
Novum Capital Partners SA |
Alessandro |
Capelli |
Functional Consultant |
41 227 151 800 |
|
alessandro.capelli@novumcapitalpartners.com |
info@novumcapitalpartners.com |
Rue des Alpes 7 |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/alessandro-capelli-1406b9164/ |
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
2.018 |
|
|
https://www.linkedin.com/company/novum-capital-partners-sa/ |
https://www.novumcapitalpartners.com/ |
Novum Capital Partners was founded with one key objective: to provide ultra-high-net-worth families with peace of mind.
Our partners shared a vision to build a financial services firm that is completely independent from banks, provides trusted advice for a limited number of clients based on a holistic understanding of their needs and wealth – and offers services that go far beyond the one of a traditional multi-family office.
Whether our clients are looking to secure the most efficient terms to refinance their assets, or require a bespoke portfolio to help them achieve their long-term investment objectives, or even need advice for estate planning, our commitment is to help our clients simplify their lives and make it easier for them to achieve their family goals. |
MF |
|
|
Novum Capital Partners SA |
Flavio |
Testi |
Senior Investment Manager Fixed Income & Credit |
Mobile: 41 792 044 872 |
|
testiflavio@gmail.com |
info@novumcapitalpartners.com |
Rue des Alpes 7 |
Geneva |
|
CH-1201 |
Switzerland |
Europe |
https://www.linkedin.com/in/flavio-t-66b7b915a/ |
Alternative Investments, Alternative Funds, Private Equity, Real Estate |
2.018 |
|
|
https://www.linkedin.com/company/novum-capital-partners-sa/ |
https://www.novumcapitalpartners.com/ |
Novum Capital Partners was founded with one key objective: to provide ultra-high-net-worth families with peace of mind.
Our partners shared a vision to build a financial services firm that is completely independent from banks, provides trusted advice for a limited number of clients based on a holistic understanding of their needs and wealth – and offers services that go far beyond the one of a traditional multi-family office.
Whether our clients are looking to secure the most efficient terms to refinance their assets, or require a bespoke portfolio to help them achieve their long-term investment objectives, or even need advice for estate planning, our commitment is to help our clients simplify their lives and make it easier for them to achieve their family goals. |
MF |
|
| 475 |
Oak Hill Advisors, L.P. |
Glenn |
R. August |
Founder & Chief Executive Officer |
(212) 326-1500 |
|
gaugust@oakhilladvisors.com |
oakhilladvisorsupdate@oakhilladvisors.com |
1114 Avenue of the Americas, 27th Floor |
New York |
NY |
10036 |
United States of America |
North America |
|
|
|
37 |
|
|
http://www.oakhilladvisors.com/ |
Oak Hill Advisors is a leading independent investment firm specializing in leveraged loans, high yield bonds, structured products, distressed securities and turnaround investments. With approximately $32 billion of capital as of January 2018, Oak Hill Advisors manages distressed funds, credit hedge funds, customized accounts and other specialty credit funds. The Firm invests on behalf of investors globally, including pension funds, sovereign wealth funds, insurance companies, foundations, endowments, fund of funds and family offices.
|
SWF |
|
|
Oak Hill Advisors, L.P. |
William |
H. Bohnsack, Jr. |
President & Senior Partner |
(212) 326-1500 |
|
bbohnsack@oakhilladvisors.com |
oakhilladvisorsupdate@oakhilladvisors.com |
1114 Avenue of the Americas, 27th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/bill-bohnsack-a82a1/ |
|
|
37 |
|
|
http://www.oakhilladvisors.com/ |
Oak Hill Advisors is a leading independent investment firm specializing in leveraged loans, high yield bonds, structured products, distressed securities and turnaround investments. With approximately $32 billion of capital as of January 2018, Oak Hill Advisors manages distressed funds, credit hedge funds, customized accounts and other specialty credit funds. The Firm invests on behalf of investors globally, including pension funds, sovereign wealth funds, insurance companies, foundations, endowments, fund of funds and family offices.
|
SWF |
|
|
Oak Hill Advisors, L.P. |
Alan |
M. Schrager |
Portfolio Manager & Senior Partner |
(212) 326-1500 |
|
aschrager@oakhilladvisors.com |
oakhilladvisorsupdate@oakhilladvisors.com |
1114 Avenue of the Americas, 27th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/alan-schrager-92919514/ |
|
|
37 |
|
|
http://www.oakhilladvisors.com/ |
Oak Hill Advisors is a leading independent investment firm specializing in leveraged loans, high yield bonds, structured products, distressed securities and turnaround investments. With approximately $32 billion of capital as of January 2018, Oak Hill Advisors manages distressed funds, credit hedge funds, customized accounts and other specialty credit funds. The Firm invests on behalf of investors globally, including pension funds, sovereign wealth funds, insurance companies, foundations, endowments, fund of funds and family offices.
|
SWF |
|
|
Oak Hill Advisors, L.P. |
Michael |
Blumstein |
Chief Financial Officer |
(212) 326-1500 |
|
mblumstein@oakhilladvisors.com |
oakhilladvisorsupdate@oakhilladvisors.com |
1114 Avenue of the Americas, 27th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/michael-blumstein-46899a/ |
|
|
37 |
|
|
http://www.oakhilladvisors.com/ |
Oak Hill Advisors is a leading independent investment firm specializing in leveraged loans, high yield bonds, structured products, distressed securities and turnaround investments. With approximately $32 billion of capital as of January 2018, Oak Hill Advisors manages distressed funds, credit hedge funds, customized accounts and other specialty credit funds. The Firm invests on behalf of investors globally, including pension funds, sovereign wealth funds, insurance companies, foundations, endowments, fund of funds and family offices.
|
SWF |
|
|
Oak Hill Advisors, L.P. |
Gail |
Burlant |
Chief Human Resources Officer |
(212) 326-1500 |
|
gburlant@oakhilladvisors.com |
oakhilladvisorsupdate@oakhilladvisors.com |
1114 Avenue of the Americas, 27th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/gail-burlant-9385396/ |
|
|
37 |
|
|
http://www.oakhilladvisors.com/ |
Oak Hill Advisors is a leading independent investment firm specializing in leveraged loans, high yield bonds, structured products, distressed securities and turnaround investments. With approximately $32 billion of capital as of January 2018, Oak Hill Advisors manages distressed funds, credit hedge funds, customized accounts and other specialty credit funds. The Firm invests on behalf of investors globally, including pension funds, sovereign wealth funds, insurance companies, foundations, endowments, fund of funds and family offices.
|
SWF |
|
| 476 |
OBM S.A. (Single Family Office) |
Konstantinos |
Grigoriadis |
Head of Family Office (SFO) - Wealth Management |
Mobile: (202) 317-1459 |
|
c.g.grigoriadis@gmail.com |
|
|
New York |
NY |
|
United States of America |
North America |
https://www.linkedin.com/in/constantinos-grigoriadis/ |
Technology |
2.014 |
|
|
|
|
• Provided ongoing operational and strategic leadership input across the various family office concerns, and also provide a comprehensive view of the family’s personal and business affairs through relevant financial and management reporting.
• Created and coordinated a comprehensive family financial strategy, including an Investment Policy Statement (IPS).
• Initiated and managed the primary investing decisions in fulfilling the family investment objectives.
• Coordinated efforts with other in-house and outsourced financial professionals to minimize risk and maximize returns.
• Developed multiple family financial strategies and IPSs for various intra-family members.
• Coordinated financial objectives and outlined investment parameters and benchmarks, including trusts and partnerships.
• Used all available account aggregation, reporting, and risk metrics/analytics capabilities to customize services.
• Researched, interviewed and hired money managers from around the world to implement financial strategies, including cash management, bonds, equities, alternatives, derivatives & real estate.
• Supervised ongoing alternative investments and long-only managers’ due diligence process including: monitoring, comparing and evaluating investment managers across asset classes and strategies. |
SF |
|
| 477 |
Ocean Investment |
Jan |
Beckers |
Investment Principal |
49 30 57 702 5823 |
|
jb@janbeckers.com |
|
Rosa-Luxemburg-Straße 2 |
Berlin |
|
10178 |
Germany |
Europe |
https://www.linkedin.com/in/janbeckers/ |
Asset Management, Wealth Management, Alternative Investments, Venture Capital, Family Office |
2.018 |
|
|
https://www.linkedin.com/company/ocean-investment/ |
https://www.oceaninvestment.com/ |
Ocean Investment is a Single Family Office based in Berlin. The family principal is a serial entrepreneur and successful investor across asset classes. Besides a stellar track record in private markets, he also cofounded an asset management firm with the best performing public fund in Europe in 2020. |
SF |
|
|
Ocean Investment |
Ha |
Duong |
Investment Principal |
49 30 57 702 5823 |
|
ha@minhhaduong.com |
|
Rosa-Luxemburg-Straße 2 |
Berlin |
|
10178 |
Germany |
Europe |
https://www.linkedin.com/in/minhhaduong/ |
Asset Management, Wealth Management, Alternative Investments, Venture Capital, Family Office |
2.018 |
|
ha.duong@bitcap.com |
https://bitcap.com/
http://minhhaduong.com/ |
https://www.oceaninvestment.com/ |
Ocean Investment is a Single Family Office based in Berlin. The family principal is a serial entrepreneur and successful investor across asset classes. Besides a stellar track record in private markets, he also cofounded an asset management firm with the best performing public fund in Europe in 2020. |
SF |
|
|
Ocean Investment |
Marcel |
Oldenkott |
Managing Director |
49 30 57 702 5823 |
|
marcel.oldenkott@bitcap.com |
|
Rosa-Luxemburg-Straße 2 |
Berlin |
|
10178 |
Germany |
Europe |
https://www.linkedin.com/in/louise-harms-25767b123/ |
Asset Management, Wealth Management, Alternative Investments, Venture Capital, Family Office |
2.018 |
|
ha.duong@bitcap.com |
https://bitcap.com/ |
https://www.oceaninvestment.com/ |
Ocean Investment is a Single Family Office based in Berlin. The family principal is a serial entrepreneur and successful investor across asset classes. Besides a stellar track record in private markets, he also cofounded an asset management firm with the best performing public fund in Europe in 2020. |
SF |
|
| 478 |
Ocean Road Advisors, Inc. |
Edward |
Meyer |
Chairman, CEO & CIO |
(212) 599-3500 |
(212) 389-6540 |
edward.meyer@oceanroadadvisors.com |
info@oceanroadadvisors.com |
650 Madison Avenue, 26th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/edward-meyer-677a0928/ |
Public and Private Equities, Hedge Funds, Real Estate and Venture Capital |
2.005 |
$750M |
investors@oceanroadadvisors.com |
https://www.linkedin.com/company/ocean-road-advisors-meyer-and-co--llc/ |
https://oceanroadadvisors.com/ |
Ocean Road Advisors is a family office and investment management company founded in 2005 to oversee the family assets of Edward H. Meyer, the former longstanding Chairman, President and Chief Executive Officer of the Grey Global Group, one of the world’s largest advertising, marketing, and communications companies, and those of his son Anthony E. Meyer a serial entrepreneur in the fields of real estate, healthcare and education. |
SF |
|
|
Ocean Road Advisors, Inc. |
Mark |
Varous |
Chief Operating Officer & Chief Financial Officer |
(212) 599-3500 |
(212) 389-6540 |
mark.varous@oceanroadadvisors.com |
info@oceanroadadvisors.com |
650 Madison Avenue, 26th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/mark-varous-59738323/ |
Public and Private Equities, Hedge Funds, Real Estate and Venture Capital |
2.005 |
$750M |
mark.varous@meyerandco.com |
https://meyerandco.com/ |
https://oceanroadadvisors.com/ |
Ocean Road Advisors is a family office and investment management company founded in 2005 to oversee the family assets of Edward H. Meyer, the former longstanding Chairman, President and Chief Executive Officer of the Grey Global Group, one of the world’s largest advertising, marketing, and communications companies, and those of his son Anthony E. Meyer a serial entrepreneur in the fields of real estate, healthcare and education. |
SF |
|
|
Ocean Road Advisors, Inc. |
Anthony |
Meyer |
President & Chief Operating Officer |
(212) 389-6521 |
(212) 389-6540 |
anthony.meyer@oceanroadadvisors.com |
info@oceanroadadvisors.com |
650 Madison Avenue, 26th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/anthonyemeyer/ |
Public and Private Equities, Hedge Funds, Real Estate and Venture Capital |
2.005 |
$750M |
anthony.meyer@meyerandco.com |
https://meyerandco.com/ |
https://oceanroadadvisors.com/ |
Ocean Road Advisors is a family office and investment management company founded in 2005 to oversee the family assets of Edward H. Meyer, the former longstanding Chairman, President and Chief Executive Officer of the Grey Global Group, one of the world’s largest advertising, marketing, and communications companies, and those of his son Anthony E. Meyer a serial entrepreneur in the fields of real estate, healthcare and education. |
SF |
|
| 479 |
Ocelot Capital Management, LLC |
Dennis |
Lyons |
Chief Financial Officer |
|
|
dennis@ocelotcapital.com |
|
1805 West Ave. |
Austin |
TX |
78701 |
United States of America |
North America |
https://www.linkedin.com/in/dennis-lyons-cpa-60135945/ |
Hedge Funds, Private Equity, Real Estate, Commodities |
2.018 |
|
|
https://www.ocelotcapital.com/ |
https://www.linkedin.com/company/ocelotcapital/ |
Ocelot Capital is a private investment firm focused on investing in high-quality, differentiated companies in the Mobility & Supply Chain markets through three core offerings:
•Private Equity: Control and minority investments in growing companies operating in the lower-middle market.
•Public Markets Solutions: Introducing high-quality private companies to the public markets via special purpose acquisition companies (“SPACs”).
•Venture Capital: Providing capital to top entrepreneurs with a strategic geographic focus on the Central Texas corridor. |
SF |
|
|
Ocelot Capital Management, LLC |
Andrew |
Townsend |
Managing Member & Founder |
|
|
andrew@ocelotcapital.com |
|
1805 West Ave. |
Austin |
TX |
78701 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-townsend-940574bb/ |
Hedge Funds, Private Equity, Real Estate, Commodities |
2.018 |
|
|
https://www.ocelotcapital.com/ |
https://www.linkedin.com/company/ocelotcapital/ |
Ocelot Capital is a private investment firm focused on investing in high-quality, differentiated companies in the Mobility & Supply Chain markets through three core offerings:
•Private Equity: Control and minority investments in growing companies operating in the lower-middle market.
•Public Markets Solutions: Introducing high-quality private companies to the public markets via special purpose acquisition companies (“SPACs”).
•Venture Capital: Providing capital to top entrepreneurs with a strategic geographic focus on the Central Texas corridor. |
SF |
|
| 480 |
Old City Investment Partners LLC |
Eytan |
Feldman |
Managing Director & Partner |
(212) 203-1455 |
|
eytan@oldcitycapital.com |
info@oldcitycapital.com |
589 5th Avenue, PH |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/eytan-feldman-38691b4/ |
Hedge Fund, Private Equity, Alternative Investments |
2.006 |
$3B |
|
https://www.linkedin.com/company/old-city-investment-partners/ |
https://www.oldcitycapital.com/ |
Old City partners with high-quality alternative investment managers to bring differentiated strategies to its clientele of families, foundations and endowments, and private institutions. |
MF |
|
|
Old City Investment Partners LLC |
Nisha |
Atre |
Director of Research |
(212) 203-1455 |
|
nisha@oldcitycapital.com |
info@oldcitycapital.com |
589 5th Avenue, PH |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/nisha-a-65886b2/ |
Hedge Fund, Private Equity, Alternative Investments |
2.006 |
$3B |
|
https://www.linkedin.com/company/old-city-investment-partners/ |
https://www.oldcitycapital.com/ |
Old City partners with high-quality alternative investment managers to bring differentiated strategies to its clientele of families, foundations and endowments, and private institutions. |
MF |
|
|
Old City Investment Partners LLC |
Seth |
Damski |
Founder & Managing Partner |
(212) 203-1455 |
|
seth@oldcitycapital.com |
info@oldcitycapital.com |
589 5th Avenue, PH |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/seth-damski-6833b11/ |
Hedge Fund, Private Equity, Alternative Investments |
2.006 |
$3B |
|
https://www.linkedin.com/company/old-city-investment-partners/ |
https://www.oldcitycapital.com/ |
Old City partners with high-quality alternative investment managers to bring differentiated strategies to its clientele of families, foundations and endowments, and private institutions. |
MF |
|
| 481 |
Old Greenwich Capital Partners |
Jeff |
Arsenault |
Principal |
(646) 943-6811 |
|
jeff@ogcap.com |
info@ogcap.com |
140 East 45th Street, 17th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-arsenault-9156aa10/ |
|
|
$100M |
|
|
http://www.ogcap.com/ |
Old Greenwich Capital Partners is a boutique alternative asset management firm offering Hedge Fund Multi-Manager Platform, Separately Managed Accounts, Film Financing. Old Greenwich Capital Partners (“OGCP”) is a customized multi-manager platform founded originally in 2005 by Jeffrey Arsenault to offer a select and strategically diversified roster of experienced investment managers. In the aftermath of the credit crisis, many investors have chosen to change the way they allocate capital to hedge fund managers, frequently investing via separately managed accounts (“SMA”). An SMA platform can eliminate lockups, gates and suspended redemption’s, and provide a much needed level of full transparency regarding the underlying holdings of a fund. Furthermore, the platform also provides vehicles to access managers with AUM <$100M, that make up 80% of the hedge fund universe. |
Fund-of-Fund |
|
| 482 |
Olympus Wealth Management, LLC |
Scott |
Bird |
Co-Founder & Managing Partner |
(801) 449-9602 |
(801) 449-9606 |
scott.bird@olympuswealthmanagement.com |
info@olympuswealthmanagement.com |
6985 Union Park Center, Suite 435 |
Cottonwood Heights |
UT |
84047 |
United States of America |
North America |
https://www.linkedin.com/in/scottbird/ |
Alternative Investments, Hedge Funds, Funds |
2.013 |
|
|
https://olympuswealthmanagement.com/our-services/multi-family-office |
https://olympuswealthmanagement.com/ |
Olympus Wealth Management, a Cottonwood Heights, Utah-based multi family office firm founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. |
MF |
|
|
Olympus Wealth Management, LLC |
Scott |
Poelman |
Co-Founder & Managing Partner |
Direct: (801) 449-9601, Mobile: (801) 231-7161 |
(801) 449-9600 |
scott.poelman@olympuswealthmanagement.com |
info@olympuswealthmanagement.com |
6985 Union Park Center, Suite 435 |
Cottonwood Heights |
UT |
84047 |
United States of America |
North America |
https://www.linkedin.com/in/scott-poelman-0430386/ |
Alternative Investments, Hedge Funds, Funds |
2.013 |
|
scottp@olympuswealth.com |
https://www.linkedin.com/company/olympus-wealth-management-llc/ |
https://olympuswealthmanagement.com/ |
Olympus Wealth Management, a Cottonwood Heights, Utah-based multi family office firm founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. |
MF |
|
|
Olympus Wealth Management, LLC |
Matthew |
Krull |
Co-Founder & Chief Investment Officer |
Direct: (801) 449-9603, Mobile: (801) 656-7511 |
(801) 449-9600 |
mattk@olympuswealth.com |
info@olympuswealthmanagement.com |
6985 Union Park Center, Suite 435 |
Cottonwood Heights |
UT |
84047 |
United States of America |
North America |
https://www.linkedin.com/in/mattkrull/ |
Alternative Investments, Hedge Funds, Funds |
2.013 |
|
|
https://www.linkedin.com/company/olympus-wealth-management-llc/ |
https://olympuswealthmanagement.com/ |
Olympus Wealth Management, a Cottonwood Heights, Utah-based multi family office firm founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. |
MF |
|
|
Olympus Wealth Management, LLC |
Carol |
Lens |
Wealth Advisor |
Direct: (801) 996-7349, Mobile: (925) 451-5623 |
(801) 449-9600 |
caroll@olympuswealth.com |
info@olympuswealthmanagement.com |
6985 Union Park Center, Suite 435 |
Cottonwood Heights |
UT |
84047 |
United States of America |
North America |
https://www.linkedin.com/in/carol-lens/ |
Alternative Investments, Hedge Funds, Funds |
2.013 |
|
|
https://www.linkedin.com/company/olympus-wealth-management-llc/ |
https://olympuswealthmanagement.com/ |
Olympus Wealth Management, a Cottonwood Heights, Utah-based multi family office firm founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. |
MF |
|
|
Olympus Wealth Management, LLC |
Stuart |
Matheson |
Wealth Advisor |
Direct: (801) 996-7347, Mobile: (801) 718-0263 |
(801) 449-9606 |
stuartm@olympuswealth.com |
info@olympuswealthmanagement.com |
6985 Union Park Center, Suite 435 |
Cottonwood Heights |
UT |
84047 |
United States of America |
North America |
https://www.linkedin.com/in/stuart-matheson-28998819b/ |
Alternative Investments, Hedge Funds, Funds |
2.013 |
|
|
https://www.linkedin.com/company/olympus-wealth-management-llc/ |
https://olympuswealthmanagement.com/ |
Olympus Wealth Management, a Cottonwood Heights, Utah-based multi family office firm founded by partners who have spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. |
MF |
|
| 483 |
Omnia Family Wealth |
Alon |
Ozer |
Chief Investment Officer |
(305) 602-9080 |
(305) 602-9080 |
aozer@omniawealth.com |
info@omniawealth.com |
18851 NE 29th Avenue, Suite 400 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/alon-ozer-414673b/ |
Private Investments, Alternative Investments, Fixed Income, Global Equities, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/omnia-family-wealth/ |
https://omniawealth.com/ |
At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.
The name Omnia, “everything” in Latin, is a vivid reminder that, to us and our clients, family is everything. Understanding what’s important to you and your loved ones, and working closely with you to develop integrated and innovative financial solutions, is a hallmark of our approach to wealth management.
Utilizing a completely holistic approach that incorporates an intergenerational perspective ensures that your long-term objectives are realized. At the same time, Omnia co-founders Steven Wagner, his son Michael Wagner, and Ivan Hernandez, assure the continuity of our business through the next generation. |
MF |
|
|
Omnia Family Wealth |
Vishail |
Singh |
Vice President, Investment Strategy |
(305) 602-9088 |
(305) 602-9080 |
vsingh@omniawealth.com |
info@omniawealth.com |
18851 NE 29th Avenue, Suite 400 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/vishailsingh/ |
Private Investments, Alternative Investments, Fixed Income, Global Equities, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/omnia-family-wealth/ |
https://omniawealth.com/ |
At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.
The name Omnia, “everything” in Latin, is a vivid reminder that, to us and our clients, family is everything. Understanding what’s important to you and your loved ones, and working closely with you to develop integrated and innovative financial solutions, is a hallmark of our approach to wealth management.
Utilizing a completely holistic approach that incorporates an intergenerational perspective ensures that your long-term objectives are realized. At the same time, Omnia co-founders Steven Wagner, his son Michael Wagner, and Ivan Hernandez, assure the continuity of our business through the next generation. |
MF |
|
|
Omnia Family Wealth |
Diana |
Torre |
Director of Client Services |
(305) 602-9084 |
(305) 602-9080 |
dtorre@omniawealth.com |
info@omniawealth.com |
18851 NE 29th Avenue, Suite 400 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/diana-torre-4172a5105/ |
Private Investments, Alternative Investments, Fixed Income, Global Equities, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/omnia-family-wealth/ |
https://omniawealth.com/ |
At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.
The name Omnia, “everything” in Latin, is a vivid reminder that, to us and our clients, family is everything. Understanding what’s important to you and your loved ones, and working closely with you to develop integrated and innovative financial solutions, is a hallmark of our approach to wealth management.
Utilizing a completely holistic approach that incorporates an intergenerational perspective ensures that your long-term objectives are realized. At the same time, Omnia co-founders Steven Wagner, his son Michael Wagner, and Ivan Hernandez, assure the continuity of our business through the next generation. |
MF |
|
|
Omnia Family Wealth |
Ivan |
Hernandez |
Co-Founder, Managing Director |
(305) 602-9083 |
(305) 602-9080 |
ihernandez@omniawealth.com |
info@omniawealth.com |
18851 NE 29th Avenue, Suite 400 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/ivan-hernandez-cfp®-cima®-cap®-087219a/ |
Private Investments, Alternative Investments, Fixed Income, Global Equities, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/omnia-family-wealth/ |
https://omniawealth.com/ |
At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.
The name Omnia, “everything” in Latin, is a vivid reminder that, to us and our clients, family is everything. Understanding what’s important to you and your loved ones, and working closely with you to develop integrated and innovative financial solutions, is a hallmark of our approach to wealth management.
Utilizing a completely holistic approach that incorporates an intergenerational perspective ensures that your long-term objectives are realized. At the same time, Omnia co-founders Steven Wagner, his son Michael Wagner, and Ivan Hernandez, assure the continuity of our business through the next generation. |
MF |
|
|
Omnia Family Wealth |
Michael |
Wagner |
Co-Founder, Managing Director, Investment Management |
(305) 602-9081 |
(305) 602-9080 |
mwagner@omniawealth.com |
info@omniawealth.com |
18851 NE 29th Avenue, Suite 400 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/michael-wagner-27052921/ |
Private Investments, Alternative Investments, Fixed Income, Global Equities, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/omnia-family-wealth/ |
https://omniawealth.com/ |
At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.
The name Omnia, “everything” in Latin, is a vivid reminder that, to us and our clients, family is everything. Understanding what’s important to you and your loved ones, and working closely with you to develop integrated and innovative financial solutions, is a hallmark of our approach to wealth management.
Utilizing a completely holistic approach that incorporates an intergenerational perspective ensures that your long-term objectives are realized. At the same time, Omnia co-founders Steven Wagner, his son Michael Wagner, and Ivan Hernandez, assure the continuity of our business through the next generation. |
MF |
|
|
Omnia Family Wealth |
Steven |
Wagner |
Co-Founder, Chief Executive Officer |
(305) 602-9082 |
(305) 602-9080 |
swagner@omniawealth.com |
info@omniawealth.com |
18851 NE 29th Avenue, Suite 400 |
Aventura |
FL |
33180 |
United States of America |
North America |
https://www.linkedin.com/in/steven-wagner-44b68373/ |
Private Investments, Alternative Investments, Fixed Income, Global Equities, Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/omnia-family-wealth/ |
https://omniawealth.com/ |
At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.
The name Omnia, “everything” in Latin, is a vivid reminder that, to us and our clients, family is everything. Understanding what’s important to you and your loved ones, and working closely with you to develop integrated and innovative financial solutions, is a hallmark of our approach to wealth management.
Utilizing a completely holistic approach that incorporates an intergenerational perspective ensures that your long-term objectives are realized. At the same time, Omnia co-founders Steven Wagner, his son Michael Wagner, and Ivan Hernandez, assure the continuity of our business through the next generation. |
MF |
|
| 484 |
OneRock Investments Pte Ltd |
Michel |
Della Libera |
Founder & Chief Executive Officer |
65 6978 4051 |
|
|
info@onerockinvestments.com |
One Marina Boulevard, #20-38/39 |
Singapore |
|
018989 |
Singapore |
Asia |
https://www.linkedin.com/in/michel-della-libera-26598a3a/ |
Private Equity, Venture Capital, Technology, FinTech, Financial Technology, Hedge Funds |
2.020 |
|
|
https://www.linkedin.com/company/onerock-investments/ |
https://www.onerockinvestments.com/ |
OneRock Investments, a Singapore-based fund management and multi-family office boutique firm, holding a Capital Market Service licence issued by the Monetary Authority of Singapore (MAS).
We provide our clients with independent and neutral advice they can trust, and offer non-partisan recommendations rather than sales. We work for our clients by partnering with reputable and solid financial institutions.
As independent and regulated investment advisors and fund managers, we create objective and customised investment structures and strategies to help build, preserve and transfer our clients’ wealth. |
MF |
|
|
OneRock Investments Pte Ltd |
Cindy |
Sin |
Chief Operating Officer |
65 6978 4051 |
|
cindy_2511@yahoo.com.sg |
info@onerockinvestments.com |
One Marina Boulevard, #20-38/39 |
Singapore |
|
018989 |
Singapore |
Asia |
https://www.linkedin.com/in/cindy-sin-50379574/ |
Private Equity, Venture Capital, Technology, FinTech, Financial Technology, Hedge Funds |
2.020 |
|
|
https://www.linkedin.com/company/onerock-investments/ |
https://www.onerockinvestments.com/ |
OneRock Investments, a Singapore-based fund management and multi-family office boutique firm, holding a Capital Market Service licence issued by the Monetary Authority of Singapore (MAS).
We provide our clients with independent and neutral advice they can trust, and offer non-partisan recommendations rather than sales. We work for our clients by partnering with reputable and solid financial institutions.
As independent and regulated investment advisors and fund managers, we create objective and customised investment structures and strategies to help build, preserve and transfer our clients’ wealth. |
MF |
|
| 485 |
Oosterbaan Investment Group |
Niels |
Oosterbaan |
Managing Director |
32 50 600 860 |
|
|
info@oosterbaangroup.com |
Maalse Steenweg 526 |
Brugge |
|
8310 |
Belgium |
Europe |
https://www.linkedin.com/in/niels-oosterbaan-22411851/ |
Private equity, Venture Capital, Real Estate, Alternative Investments |
2.009 |
|
|
|
https://oosterbaangroup.com/ |
Oosterbaan Investment Group is an independent investment company, backed by a single family office.
With growth, entrepreneurship and optimum return in our DNA, Oosterbaan Investment Group is in constant search of high performing assets. After a strict selection from our network and ongoing monitoring, we choose to invest for the long term in growth-driven companies with a strong track record and a value-added approach. |
SF |
The Netherlands Office:
Rijksweg 14a
4511 PJ, Breskens
The Netherlands |
| 486 |
Opal Family Office LTD. |
Yaron |
Yechezkel |
Founder & CEO |
972 5 4326 3263 |
972 8 922 2755 |
yaron@opalfo.com |
|
5 Avraham Pachornic St., Nes Ziona B Building 7413013 |
Rehovot |
|
|
Israel |
Asia |
https://www.linkedin.com/in/yaronyechezkel/ |
Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/opal--family-office/ |
https://www.opalfo.com/ |
Opal Family Office is an independent professional company which specializes in creating, along with you and your family, a comprehensive financial strategy for managing your family wealth. Our approach is to look in a broader perspectives at the entire family assets and needs. Our company guides you through your entire life cycle by providing accurate and valued counseling. We strive to preserve and increase your family wealth while managing all the risks involved. |
MF |
|
|
Opal Family Office LTD. |
Roe |
Ben Zrihem |
Partner & Vice President |
972 5 4489 7881 |
972 8 922 2755 |
roe@opalfo.com |
|
5 Avraham Pachornic St., Nes Ziona B Building 7413013 |
Rehovot |
|
|
Israel |
Asia |
|
Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/opal--family-office/ |
https://www.opalfo.com/ |
Opal Family Office is an independent professional company which specializes in creating, along with you and your family, a comprehensive financial strategy for managing your family wealth. Our approach is to look in a broader perspectives at the entire family assets and needs. Our company guides you through your entire life cycle by providing accurate and valued counseling. We strive to preserve and increase your family wealth while managing all the risks involved. |
MF |
|
|
Opal Family Office LTD. |
Dror |
Kraus |
Partner |
972 5 4780 5700 |
972 8 922 2755 |
dror@opalfo.com |
|
5 Avraham Pachornic St., Nes Ziona B Building 7413013 |
Rehovot |
|
|
Israel |
Asia |
|
Hedge Funds |
2.015 |
|
|
https://www.linkedin.com/company/opal--family-office/ |
https://www.opalfo.com/ |
Opal Family Office is an independent professional company which specializes in creating, along with you and your family, a comprehensive financial strategy for managing your family wealth. Our approach is to look in a broader perspectives at the entire family assets and needs. Our company guides you through your entire life cycle by providing accurate and valued counseling. We strive to preserve and increase your family wealth while managing all the risks involved. |
MF |
|
| 487 |
Orion Capital Management L.L.C. |
Henry |
Kaufman |
Founder, CEO & CIO |
(212) 838-9000 |
(212) 243-3481 |
|
|
570 Lexington Avenue, 39th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
|
|
|
|
|
http://www.orionfunds.com/ |
Underlying hedge fund strategies perform differently in different stages of the economic cycle. By understanding the linkage between economic cycles and hedge fund strategies, Advisor seeks to pro-actively shift hedge fund strategy allocations to optimally capitalize on changing economic conditions. |
Fund-of-Fund |
|
| 488 |
Oslo Family Office |
Kahle |
Holter |
Senior Advisor |
Direct: 47 48 126 387 |
47 92 801 468 |
kahle@oslofamilyoffice.com |
hei@oslofamilyoffice.com |
Parkveien 33 |
Oslo |
|
0258 |
Norway |
Europe |
https://www.linkedin.com/in/kahle-holter-336ba748/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.020 |
|
|
https://www.linkedin.com/company/oslo-family-office/ |
https://en.oslofamilyoffice.com/ |
Oslo Family Office is Norway's first multi family office. Our clients are family owners who through generations have played an active role in building businesses and creating jobs. Based on substantial experience from leading family businesses, we assist our owners to become professional owners. With our holistic approach to leading the family business, we tailor-make our assistance to each owner family. Totally independent and dedicated to the families we serve. |
MF |
|
|
Oslo Family Office |
Sigurd |
Haavik |
Founder & Senior Partner |
Direct: 47 91 332 211 |
47 92 801 468 |
sigurd@oslofamilyoffice.com |
hei@oslofamilyoffice.com |
Parkveien 33 |
Oslo |
|
0258 |
Norway |
Europe |
https://www.linkedin.com/in/sigurd-haavik-a7607a4/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.020 |
|
|
https://www.linkedin.com/company/oslo-family-office/ |
https://en.oslofamilyoffice.com/ |
Oslo Family Office is Norway's first multi family office. Our clients are family owners who through generations have played an active role in building businesses and creating jobs. Based on substantial experience from leading family businesses, we assist our owners to become professional owners. With our holistic approach to leading the family business, we tailor-make our assistance to each owner family. Totally independent and dedicated to the families we serve. |
MF |
|
|
Oslo Family Office |
Jostein |
Urne |
Managing Partner |
Direct: 47 92 801 468 |
47 92 801 468 |
jostein@oslofamilyoffice.com |
hei@oslofamilyoffice.com |
Parkveien 33 |
Oslo |
|
0258 |
Norway |
Europe |
https://www.linkedin.com/in/jostein-d-urne-82a68518/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.020 |
|
|
https://www.linkedin.com/company/oslo-family-office/ |
https://en.oslofamilyoffice.com/ |
Oslo Family Office is Norway's first multi family office. Our clients are family owners who through generations have played an active role in building businesses and creating jobs. Based on substantial experience from leading family businesses, we assist our owners to become professional owners. With our holistic approach to leading the family business, we tailor-make our assistance to each owner family. Totally independent and dedicated to the families we serve. |
MF |
|
|
Oslo Family Office |
Andreas |
Holmen |
Co-Founder & Senior Partner |
Direct: 47 90 514 643 |
47 92 801 468 |
andreas@oslofamilyoffice.com |
hei@oslofamilyoffice.com |
Parkveien 33 |
Oslo |
|
0258 |
Norway |
Europe |
https://www.linkedin.com/in/andreas-holmen-3a9465166/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.020 |
|
|
https://www.linkedin.com/company/oslo-family-office/ |
https://en.oslofamilyoffice.com/ |
Oslo Family Office is Norway's first multi family office. Our clients are family owners who through generations have played an active role in building businesses and creating jobs. Based on substantial experience from leading family businesses, we assist our owners to become professional owners. With our holistic approach to leading the family business, we tailor-make our assistance to each owner family. Totally independent and dedicated to the families we serve. |
MF |
|
|
Oslo Family Office |
Egil |
Haaland |
Associated Expert, Direct Investments, Capital Structuring, Transactions |
Direct: 47 90 724 990 |
47 92 801 468 |
egil@oslofamilyoffice.com |
hei@oslofamilyoffice.com |
Parkveien 33 |
Oslo |
|
0258 |
Norway |
Europe |
https://www.linkedin.com/in/egil-haaland-1932b745/ |
Technology, Hedge Funds, Alternative Investments, Private Equity |
2.020 |
|
|
https://www.linkedin.com/company/oslo-family-office/ |
https://en.oslofamilyoffice.com/ |
Oslo Family Office is Norway's first multi family office. Our clients are family owners who through generations have played an active role in building businesses and creating jobs. Based on substantial experience from leading family businesses, we assist our owners to become professional owners. With our holistic approach to leading the family business, we tailor-make our assistance to each owner family. Totally independent and dedicated to the families we serve. |
MF |
|
| 489 |
Oxford Financial Group, Ltd. |
Paige |
Kirkland |
Managing Director & Family Office Fellow |
Direct: (317) 805-5122 |
(317) 843-5679 |
pkirkland@ofgltd.com |
info@ofgltd.com |
P.O. Box 80238 |
Indianapolis |
IN |
46280-0238 |
United States of America |
North America |
https://www.linkedin.com/in/paige-kirkland-62b9a757/ |
Private Equity, Alternative Investment, Hedge Funds |
1.981 |
$26.7B |
|
https://www.linkedin.com/company/oxford-financial-group-ltd./ |
https://ofgltd.com/ |
Oxford Financial Group is a premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. An independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity. Oxford has offices in five Midwestern states. The firm specializes in serving clients with net worth above $5 million. |
MF |
Physical Address:
11711 North Meridian Street, Suite 600
Carmel, IN 46032
United States of America |
|
Oxford Financial Group, Ltd. |
Scott |
Simmons |
Managing Director & Family Office Fellow |
Direct: (317) 805-5046 |
(317) 843-5679 |
ssimmons@ofgltd.com |
info@ofgltd.com |
P.O. Box 80238 |
Indianapolis |
IN |
46280-0238 |
United States of America |
North America |
https://www.linkedin.com/in/scott-simmons-0a018713/ |
Private Equity, Alternative Investment, Hedge Funds |
1.981 |
$26.7B |
|
https://www.linkedin.com/company/oxford-financial-group-ltd./ |
https://ofgltd.com/ |
Oxford Financial Group is a premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. An independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity. Oxford has offices in five Midwestern states. The firm specializes in serving clients with net worth above $5 million. |
MF |
Physical Address:
11711 North Meridian Street, Suite 600
Carmel, IN 46032
United States of America |
|
Oxford Financial Group, Ltd. |
Kara |
Talbott |
Managing Director & Family Office Fellow |
Direct: (317) 805-5047 |
(317) 843-5679 |
ktalbott@ofgltd.com |
info@ofgltd.com |
P.O. Box 80238 |
Indianapolis |
IN |
46280-0238 |
United States of America |
North America |
https://www.linkedin.com/in/kara-talbott-cpa-cfp®-b32a05159/ |
Private Equity, Alternative Investment, Hedge Funds |
1.981 |
$26.7B |
|
https://www.linkedin.com/company/oxford-financial-group-ltd./ |
https://ofgltd.com/ |
Oxford Financial Group is a premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. An independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity. Oxford has offices in five Midwestern states. The firm specializes in serving clients with net worth above $5 million. |
MF |
Physical Address:
11711 North Meridian Street, Suite 600
Carmel, IN 46032
United States of America |
|
Oxford Financial Group, Ltd. |
Julia |
Weaver |
Managing Director & Family Office Fellow |
Direct: (317) 805-5153 |
(317) 843-5679 |
jweaver@ofgltd.com |
info@ofgltd.com |
P.O. Box 80238 |
Indianapolis |
IN |
46280-0238 |
United States of America |
North America |
https://www.linkedin.com/in/juliaweaver1/ |
Private Equity, Alternative Investment, Hedge Funds |
1.981 |
$26.7B |
|
https://www.linkedin.com/company/oxford-financial-group-ltd./ |
https://ofgltd.com/ |
Oxford Financial Group is a premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. An independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity. Oxford has offices in five Midwestern states. The firm specializes in serving clients with net worth above $5 million. |
MF |
Physical Address:
11711 North Meridian Street, Suite 600
Carmel, IN 46032
United States of America |
|
Oxford Financial Group, Ltd. |
Debbie |
Martz |
Senior Wealth Planner |
Direct: (317) 805-5036 |
(317) 843-5679 |
dmartz@ofgltd.com |
info@ofgltd.com |
P.O. Box 80238 |
Indianapolis |
IN |
46280-0238 |
United States of America |
North America |
https://www.linkedin.com/in/debbie-martz-212388155/ |
Private Equity, Alternative Investment, Hedge Funds |
1.981 |
$26.7B |
|
https://www.linkedin.com/company/oxford-financial-group-ltd./ |
https://ofgltd.com/ |
Oxford Financial Group is a premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. An independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity. Oxford has offices in five Midwestern states. The firm specializes in serving clients with net worth above $5 million. |
MF |
Physical Address:
11711 North Meridian Street, Suite 600
Carmel, IN 46032
United States of America |
|
Oxford Financial Group, Ltd. |
Susan |
Hagley |
Senior Wealth Strategist |
Direct: (616) 242-0951 |
(616) 608-4005 |
shagley@ofgltd.com |
info@ofgltd.com |
85 Campau Avenue Northwest, Suite 200 |
Grand Rapids |
MI |
49503 |
United States of America |
North America |
https://www.linkedin.com/in/susan-h-a745851a6/ |
Private Equity, Alternative Investment, Hedge Funds |
1.981 |
$26.7B |
|
https://www.linkedin.com/company/oxford-financial-group-ltd./ |
https://ofgltd.com/ |
Oxford Financial Group is a premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. An independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity. Oxford has offices in five Midwestern states. The firm specializes in serving clients with net worth above $5 million. |
MF |
|
| 490 |
PAG - Pacific Alliance Investment Management |
Chris |
Gradel |
Founder & CIO, Absolute Returns |
852 2918 0088 |
|
cgradel@pagasia.com |
ir@pagasia.com |
15/F & 32/F, AIA Central, 1 Connaught Road |
Central |
|
|
Hong Kong |
Asia |
|
Business Product & Services, Consumer, Financial Services, Healthcare, Technology, Media & Entertainment |
2.002 |
$50B |
|
|
http://www.pagasia.com/ |
PAG is one of Asia’s largest alternative investment management firms managing a diverse array of funds in private equity, real estate and absolute return strategies. With more than US$20 billion in funds under management, our deep expertise and on the ground presence in key markets across Asia provides us with access to proprietary deals and the flexibility to create innovative financing solutions across the investment spectrum. PAG employs over 350 people in major financial hubs in Asia and has dedicated funds and teams focused on each strategy. Since 2002, the Group has invested over US$30 billion in markets across Asia creating value for our investors and for the companies we invest in. |
PERE |
|
|
PAG - Pacific Alliance Investment Management |
Jon |
Lewis |
General Counsel |
852 2918 0088 |
|
jlewis@pagasia.com |
ir@pagasia.com |
15/F & 32/F, AIA Central, 1 Connaught Road |
Central |
|
|
Hong Kong |
Asia |
|
Business Product & Services, Consumer, Financial Services, Healthcare, Technology, Media & Entertainment |
2.002 |
$50B |
|
|
http://www.pagasia.com/ |
PAG is one of Asia’s largest alternative investment management firms managing a diverse array of funds in private equity, real estate and absolute return strategies. With more than US$20 billion in funds under management, our deep expertise and on the ground presence in key markets across Asia provides us with access to proprietary deals and the flexibility to create innovative financing solutions across the investment spectrum. PAG employs over 350 people in major financial hubs in Asia and has dedicated funds and teams focused on each strategy. Since 2002, the Group has invested over US$30 billion in markets across Asia creating value for our investors and for the companies we invest in. |
PERE |
|
| 491 |
Pakamara Investments Inc. |
Maria |
Cabrales-Soriano |
Chief Operating Officer |
|
|
maria@pakamara.com |
|
2 Alhambra Plz, Suite 802 |
Coral Gables |
FL |
33134 |
United States of America |
North America |
https://www.linkedin.com/in/maria-cabrales-soriano-841a6032/ |
Early Stage Startups, Alternative Investments, Impact Investing |
2.014 |
|
|
|
https://www.linkedin.com/company/pakamara-investments/ |
Pakamara Investments is a single family office (SFO) that manages global assets. Pakamara believes that investor entrepreneurs should stay in control of their wealth – constantly learning and always engaged. Our strategy of diligence, patience, and transparency are the cornerstones of our multi-generational portfolio. |
SF |
|
| 492 |
Palmarium AG |
Patrick |
Wild |
Senior Managing Director & CEO |
41 445 458 080 |
|
patrick.wild@palmarium.ch |
|
Bahnhofstrasse 24 |
Zurich |
|
8001 |
Switzerland |
Europe |
|
Private Equity, Real Estate |
2.014 |
|
|
https://www.linkedin.com/company/palmarium-ag/ |
https://palmarium.ch/ |
Palmarium is a private family office and investor with focus on alternative investments including private equity and real estate. We leverage our networks to identify opportunities and structure proprietary transactions around them, with the unique ability to manage complex businesses and situations. The rare combination of our deep sector knowledge and a singular commitment to our principals and partners is reflected in our performance and diverse portfolio of businesses. |
SF |
|
| 493 |
Pamplona Capital Partners |
Markku |
Lonnqvist |
Partner |
44 207 079-8000 |
|
mlonnqvist@pamplonafunds.com |
info@pamplonafunds.com |
25 Park Lane |
London |
|
W1K 1RA |
United Kingdom |
Europe |
https://www.linkedin.com/in/mlonnqvist/ |
Industry Sectors |
|
|
|
|
https://www.pamplonafunds.com/ |
Pamplona Capital Management is a specialist investment manager that provides an alternative investment platform across private equity and single manager hedge fund investments. We manage assets for a variety of clients including public pension funds, international wealth managers, multinational corporations, family offices and funds of hedge funds. |
Private Equity |
|
|
Pamplona Capital Partners |
Pedro |
Rapallo |
Partner / Socio |
44 207 079-8000 |
|
prapallo@pamplonafunds.com |
info@pamplonafunds.com |
25 Park Lane |
London |
|
W1K 1RA |
United Kingdom |
Europe |
https://www.linkedin.com/in/pedro-rapallo-0064b3b/ |
Industry Sectors |
|
|
|
|
https://www.pamplonafunds.com/ |
Pamplona Capital Management is a specialist investment manager that provides an alternative investment platform across private equity and single manager hedge fund investments. We manage assets for a variety of clients including public pension funds, international wealth managers, multinational corporations, family offices and funds of hedge funds. |
Private Equity |
|
| 494 |
Pan Reliance Capital Advisors LLC |
Amanda |
Haynes-Dale |
Co-Founder & Managing Director |
(212) 612-1530 |
(212) 612-1540 |
ir@panreliance.com |
ir@panreliance.com |
750 Lexington Avenue, Floor 24 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/amanda-h-haynes-dale-75396946/ |
|
|
$62M |
|
|
http://www.panreliance.com/ |
Pan Reliance Capital Advisors LLC is a privately owned hedge fund sponsor. The firm primarily provides its services to pooled investment vehicles. It also caters to banking or thrift institutions, high net worth individuals, families, and institutional clients. The firm manages separate client focused hedge portfolios. It manages funds of hedge funds for its clients. The firm invests in the public equity markets. It employs a combination of qualitative and quantitative analysis while making its investments. The firm conducts in-house research while making its investments |
Fund-of-Fund |
|
|
Pan Reliance Capital Advisors LLC |
Justin |
Lowe |
Co-Founder & Managing Director |
(212) 612-1530 |
(212) 612-1540 |
jl@panreliance.com |
ir@panreliance.com |
750 Lexington Avenue, Floor 24 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/justin-lowe-58649a4/ |
|
|
$62M |
|
|
http://www.panreliance.com/ |
Pan Reliance Capital Advisors LLC is a privately owned hedge fund sponsor. The firm primarily provides its services to pooled investment vehicles. It also caters to banking or thrift institutions, high net worth individuals, families, and institutional clients. The firm manages separate client focused hedge portfolios. It manages funds of hedge funds for its clients. The firm invests in the public equity markets. It employs a combination of qualitative and quantitative analysis while making its investments. The firm conducts in-house research while making its investments |
Fund-of-Fund |
|
| 495 |
Panthera Private Office LLP |
Lucy |
Yeomans |
Consultant |
44 203 861-9990 |
|
lucy.yeomans@panthera.co.uk |
info@panthera.co.uk |
Aldermary House, 10-15 Queen Street |
London |
|
EC4N 1TX |
United Kingdom |
Europe |
https://www.linkedin.com/in/lucy-yeomans-aa0772a6/ |
Alternative Investments |
2.009 |
|
|
https://www.capsicumre.com/ |
https://panthera.co.uk/ |
Panthera Private Office, the independent multi-family office for today’s wealth creators. Panthera monitors, structures and protects all assets for both the founder and future generations. Creating significant wealth often brings great responsibility and complexity into your life. Panthera supports families by comprehensively auditing assets and delivering meaningful real time reporting. Armed with this visibility, Panthera makes proactive recommendations to manage your wealth towards defined family goals. |
MF |
|
|
Panthera Private Office LLP |
Simon |
Russell |
Chief Executive Officer |
44 203 861-9990 |
|
simon.russell@panthera.co.uk |
info@panthera.co.uk |
Aldermary House, 10-15 Queen Street |
London |
|
EC4N 1TX |
United Kingdom |
Europe |
https://www.linkedin.com/in/simon-russell-13573124a/ |
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/panthera-private-office/ |
https://panthera.co.uk/ |
Panthera Private Office, the independent multi-family office for today’s wealth creators. Panthera monitors, structures and protects all assets for both the founder and future generations. Creating significant wealth often brings great responsibility and complexity into your life. Panthera supports families by comprehensively auditing assets and delivering meaningful real time reporting. Armed with this visibility, Panthera makes proactive recommendations to manage your wealth towards defined family goals. |
MF |
|
|
Panthera Private Office LLP |
Gina |
Parker |
Co-Founder |
Direct: 44 208 042-2485 |
|
gina.parker@sjpp.co.uk |
info@panthera.co.uk |
Aldermary House, 10-15 Queen Street |
London |
|
EC4N 1TX |
United Kingdom |
Europe |
https://www.linkedin.com/in/gina-parker-03a36579/ |
Alternative Investments |
2.009 |
|
|
https://www.spears500.com/adviser/6631/gina-parker
https://www.nepalyouthfoundation.org/team/gina-parker/ |
https://panthera.co.uk/ |
Panthera Private Office, the independent multi-family office for today’s wealth creators. Panthera monitors, structures and protects all assets for both the founder and future generations. Creating significant wealth often brings great responsibility and complexity into your life. Panthera supports families by comprehensively auditing assets and delivering meaningful real time reporting. Armed with this visibility, Panthera makes proactive recommendations to manage your wealth towards defined family goals. |
MF |
|
|
Panthera Private Office LLP |
Rupert |
Stevenson |
Wealth Management Director |
44 203 861-9990 |
|
rupert.stevenson@panthera.co.uk |
info@panthera.co.uk |
Aldermary House, 10-15 Queen Street |
London |
|
EC4N 1TX |
United Kingdom |
Europe |
https://www.linkedin.com/in/rupert-stevenson-a975b416/ |
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/panthera-private-office/ |
https://panthera.co.uk/ |
Panthera Private Office, the independent multi-family office for today’s wealth creators. Panthera monitors, structures and protects all assets for both the founder and future generations. Creating significant wealth often brings great responsibility and complexity into your life. Panthera supports families by comprehensively auditing assets and delivering meaningful real time reporting. Armed with this visibility, Panthera makes proactive recommendations to manage your wealth towards defined family goals. |
MF |
|
|
Panthera Private Office LLP |
Stephen |
James |
Investment Analyst |
44 203 861-9990 |
|
stephen.james@panthera.co.uk |
info@panthera.co.uk |
Aldermary House, 10-15 Queen Street |
London |
|
EC4N 1TX |
United Kingdom |
Europe |
https://www.linkedin.com/in/stephen-james-31a092138/ |
Alternative Investments |
2.009 |
|
|
https://www.linkedin.com/company/panthera-private-office/ |
https://panthera.co.uk/ |
Panthera Private Office, the independent multi-family office for today’s wealth creators. Panthera monitors, structures and protects all assets for both the founder and future generations. Creating significant wealth often brings great responsibility and complexity into your life. Panthera supports families by comprehensively auditing assets and delivering meaningful real time reporting. Armed with this visibility, Panthera makes proactive recommendations to manage your wealth towards defined family goals. |
MF |
|
| 496 |
Papamarkou, Wellner Perkin, Inc. |
Joanne |
Zerillo |
President & CCO |
(212) 223-2020 |
|
jzerillo@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
|
Private Equity, Boutique Hedge Funds, Family Office Co-Investments, Direct Deals, Venture Capital |
1.982 |
|
|
https://www.linkedin.com/company/papamarkou-wellner-perkin/ |
https://www.papamarkou.com/ |
Papamarkou, Wellner Perkin is a leading global independent Multi-Family Office that provides innovative, strategic and financial advice to a diverse client base. PWP offers bespoke investment management and merchant banking solutions to domestic and international High-Net Worth Individuals, Family Offices, Endowments and Foundations.
PWP assists our clients in achieving their financial goals by offering comprehensive, globally integrated financial advisory services across all major industry sectors. Our dynamic practice supports clients through all phases of the business cycle with expert capabilities in: Investment Management, Private Placements/Capital Introductions, and Mergers & Acquisitions.
PWP’s particular strength lies in our global base of over 250 Family Office relationships. This community provides us with unique investment opportunities often not found on larger platforms, including: exclusive private equity offerings, boutique hedge funds, Family Office Co-Investments, direct deals and venture capital. |
MF |
|
|
Papamarkou, Wellner Perkin, Inc. |
Thorne |
Perkin |
President |
(212) 223-2020 |
|
tperkin@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/thorne-perkin-38b5085/ |
Private Equity, Boutique Hedge Funds, Family Office Co-Investments, Direct Deals, Venture Capital |
1.982 |
|
|
https://www.linkedin.com/company/papamarkou-wellner-perkin/ |
https://www.papamarkou.com/ |
Papamarkou, Wellner Perkin is a leading global independent Multi-Family Office that provides innovative, strategic and financial advice to a diverse client base. PWP offers bespoke investment management and merchant banking solutions to domestic and international High-Net Worth Individuals, Family Offices, Endowments and Foundations.
PWP assists our clients in achieving their financial goals by offering comprehensive, globally integrated financial advisory services across all major industry sectors. Our dynamic practice supports clients through all phases of the business cycle with expert capabilities in: Investment Management, Private Placements/Capital Introductions, and Mergers & Acquisitions.
PWP’s particular strength lies in our global base of over 250 Family Office relationships. This community provides us with unique investment opportunities often not found on larger platforms, including: exclusive private equity offerings, boutique hedge funds, Family Office Co-Investments, direct deals and venture capital. |
MF |
|
|
Papamarkou, Wellner Perkin, Inc. |
Nicolas |
Sitinas |
Chief Investment Officer |
(212) 223-2020 |
|
nsitinas@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/nicolas-sitinas-5a371a/ |
Private Equity, Boutique Hedge Funds, Family Office Co-Investments, Direct Deals, Venture Capital |
1.982 |
|
|
https://www.linkedin.com/company/papamarkou-wellner-perkin/ |
https://www.papamarkou.com/ |
Papamarkou, Wellner Perkin is a leading global independent Multi-Family Office that provides innovative, strategic and financial advice to a diverse client base. PWP offers bespoke investment management and merchant banking solutions to domestic and international High-Net Worth Individuals, Family Offices, Endowments and Foundations.
PWP assists our clients in achieving their financial goals by offering comprehensive, globally integrated financial advisory services across all major industry sectors. Our dynamic practice supports clients through all phases of the business cycle with expert capabilities in: Investment Management, Private Placements/Capital Introductions, and Mergers & Acquisitions.
PWP’s particular strength lies in our global base of over 250 Family Office relationships. This community provides us with unique investment opportunities often not found on larger platforms, including: exclusive private equity offerings, boutique hedge funds, Family Office Co-Investments, direct deals and venture capital. |
MF |
|
|
Papamarkou, Wellner Perkin, Inc. |
Kyle |
Wellner |
Vice President |
(212) 223-2020 |
|
kwellner@papamarkou.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/kyle-wellner-a3b37bbb/ |
Private Equity, Boutique Hedge Funds, Family Office Co-Investments, Direct Deals, Venture Capital |
1.982 |
|
info@djwellnez.com |
https://www.djwellnez.com/ |
https://www.papamarkou.com/ |
Papamarkou, Wellner Perkin is a leading global independent Multi-Family Office that provides innovative, strategic and financial advice to a diverse client base. PWP offers bespoke investment management and merchant banking solutions to domestic and international High-Net Worth Individuals, Family Offices, Endowments and Foundations.
PWP assists our clients in achieving their financial goals by offering comprehensive, globally integrated financial advisory services across all major industry sectors. Our dynamic practice supports clients through all phases of the business cycle with expert capabilities in: Investment Management, Private Placements/Capital Introductions, and Mergers & Acquisitions.
PWP’s particular strength lies in our global base of over 250 Family Office relationships. This community provides us with unique investment opportunities often not found on larger platforms, including: exclusive private equity offerings, boutique hedge funds, Family Office Co-Investments, direct deals and venture capital. |
MF |
|
|
Papamarkou, Wellner Perkin, Inc. |
Andrew |
Buchholtz |
Senior Advisor |
(212) 223-2020 |
|
andy@abuchholtz.com |
|
430 Park Avenue, 17th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/abuchholtz/ |
Private Equity, Boutique Hedge Funds, Family Office Co-Investments, Direct Deals, Venture Capital |
1.982 |
|
|
https://abuchholtz.com/bltz_team/andy-buchholtz/ |
https://www.papamarkou.com/ |
Papamarkou, Wellner Perkin is a leading global independent Multi-Family Office that provides innovative, strategic and financial advice to a diverse client base. PWP offers bespoke investment management and merchant banking solutions to domestic and international High-Net Worth Individuals, Family Offices, Endowments and Foundations.
PWP assists our clients in achieving their financial goals by offering comprehensive, globally integrated financial advisory services across all major industry sectors. Our dynamic practice supports clients through all phases of the business cycle with expert capabilities in: Investment Management, Private Placements/Capital Introductions, and Mergers & Acquisitions.
PWP’s particular strength lies in our global base of over 250 Family Office relationships. This community provides us with unique investment opportunities often not found on larger platforms, including: exclusive private equity offerings, boutique hedge funds, Family Office Co-Investments, direct deals and venture capital. |
MF |
|
| 497 |
Park Hill Group |
Joseph |
Herman |
Partner |
(732) 223-4838 |
|
herman@parkhillgroup.com |
|
280 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/joe-herman-a272b66/ |
|
|
|
|
|
https://parkhillgroup.com/ |
Park Hill provides global alternative asset advisory and fundraising services across four specialized verticals. Our platform includes deep expertise in private equity, real estate and hedge funds, as well as secondary advisory services. Leveraging a senior team with an average of over 15 years of global alternative asset and distribution experience, Park Hill knows the investment preferences of the world’s biggest institutional investors. Along with our rigorous engagement model and global relationships, our breadth enables us to customize high-quality solutions for the needs of our clients. |
PERE |
|
|
Park Hill Group |
Kallan |
Resnick |
Managing Director |
(212) 364-7800 |
|
resnick@parkhillgroup.com |
|
280 Park Avenue |
New York |
NY |
10017 |
United States of America |
North America |
|
|
|
|
resnick@pjtpartners.com |
|
https://parkhillgroup.com/ |
Park Hill provides global alternative asset advisory and fundraising services across four specialized verticals. Our platform includes deep expertise in private equity, real estate and hedge funds, as well as secondary advisory services. Leveraging a senior team with an average of over 15 years of global alternative asset and distribution experience, Park Hill knows the investment preferences of the world’s biggest institutional investors. Along with our rigorous engagement model and global relationships, our breadth enables us to customize high-quality solutions for the needs of our clients. |
PERE |
|
| 498 |
Park Rock Capital, LLC |
Surf |
Dinani |
Founder & CEO |
(212) 606-4024 |
(201) 786-5866 |
surf@parkrockcapital.com |
info@parkrockcapital.com |
261 Madison Avenue, 10th Floor |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/surfdinani/ |
Fix and Flip Loans, Multi Family & Mixed Use Development Funding, Line of Credits, Alternative and Hard Money Loans |
2.018 |
|
surf@veloce5.com |
https://www.veloce5.com/ |
https://www.parkrockcapital.com/ |
Park Rock Capital is a leading capital provider for real estate investors in NJ, NY for fix and flip loans, multi family & mixed use development funding, line of credits. The firm primarily originates innovative and quick commercial bridge loans (alternative and hard money loans) for real estate investors’ time-sensitive projects in most states. With our extensive partnerships with private equity firms and hedge funds, we structure debt and equity financing to growing lower middle-market companies. We also provide working capital through factoring, merchant-cash-advance, and other specialty financing solutions. |
PREI |
|
|
Park Rock Capital, LLC |
Frank |
Muradov |
Chief Operating Officer |
Phone: (212) 606-4024 Ext. 221, Mobile: (914) 548-6846 |
(201) 786-5866 |
frank@parkrockcapital.com |
info@parkrockcapital.com |
261 Madison Avenue, 10th Floor |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/frankmur/ |
Fix and Flip Loans, Multi Family & Mixed Use Development Funding, Line of Credits, Alternative and Hard Money Loans |
2.018 |
|
|
https://www.linkedin.com/company/parkrockcapital/ |
https://www.parkrockcapital.com/ |
Park Rock Capital is a leading capital provider for real estate investors in NJ, NY for fix and flip loans, multi family & mixed use development funding, line of credits. The firm primarily originates innovative and quick commercial bridge loans (alternative and hard money loans) for real estate investors’ time-sensitive projects in most states. With our extensive partnerships with private equity firms and hedge funds, we structure debt and equity financing to growing lower middle-market companies. We also provide working capital through factoring, merchant-cash-advance, and other specialty financing solutions. |
PREI |
|
|
Park Rock Capital, LLC |
Zoe |
Castro |
Senior Analyst |
(212) 606-4024 |
(201) 786-5866 |
zoe@parkrockcapital.com |
info@parkrockcapital.com |
261 Madison Avenue, 10th Floor |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/zoe-castro/ |
Fix and Flip Loans, Multi Family & Mixed Use Development Funding, Line of Credits, Alternative and Hard Money Loans |
2.018 |
|
|
https://www.linkedin.com/company/parkrockcapital/ |
https://www.parkrockcapital.com/ |
Park Rock Capital is a leading capital provider for real estate investors in NJ, NY for fix and flip loans, multi family & mixed use development funding, line of credits. The firm primarily originates innovative and quick commercial bridge loans (alternative and hard money loans) for real estate investors’ time-sensitive projects in most states. With our extensive partnerships with private equity firms and hedge funds, we structure debt and equity financing to growing lower middle-market companies. We also provide working capital through factoring, merchant-cash-advance, and other specialty financing solutions. |
PREI |
|
| 499 |
Partners Advisers S.A. |
Olivier |
Magnin |
Senior Research Analyst |
41 227 160 060 |
41 227 160 061 |
magnin@partnersadvisers.com |
|
10 rue d'Italie |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/olivier-magnin-8458b93/ |
Long Only Funds, Hedge Funds and Private Equity |
1.998 |
$900M |
|
https://www.linkedin.com/company/partners-advisers-sa/ |
http://www.partnersadvisers.com/ |
Partners Advisers is a Geneva-based company that has grown from a single family office into a multi family office and invests solely into hedge funds. |
MF |
|
|
Partners Advisers S.A. |
Luc |
Estenne |
Founder & CEO |
41 227 160 060 |
41 227 160 061 |
estenne@partnersadvisers.com |
contact@partnersadvisers.com |
6 Cours de Rive |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/luc-estenne-5b2b94/ |
Long Only Funds, Hedge Funds and Private Equity |
1.998 |
$900M |
|
https://www.linkedin.com/company/partners-advisers-sa/ |
http://www.partnersadvisers.com/ |
Partners Advisers is a Geneva-based company that has grown from a single family office into a multi family office and invests solely into hedge funds. |
MF |
|
|
Partners Advisers S.A. |
Timothée |
Henry |
Chief Operating Officer |
41 227 160 060 |
41 227 160 061 |
henry@partnersadvisers.com |
contact@partnersadvisers.com |
6 Cours de Rive |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/timothée-henry-36a6471/ |
Long Only Funds, Hedge Funds and Private Equity |
1.998 |
$900M |
|
https://www.linkedin.com/company/partners-advisers-sa/ |
http://www.partnersadvisers.com/ |
Partners Advisers is a Geneva-based company that has grown from a single family office into a multi family office and invests solely into hedge funds. |
MF |
|
| 500 |
Paterson Family Office |
Andy |
Paterson |
Chief Executive Officer |
(412) 818-3166 |
|
apaterson@providentcharterschool.org |
|
97 1st Street |
Oakmont |
PA |
15139 |
United States of America |
North America |
https://www.linkedin.com/in/andy-paterson-252b6733/ |
Technology, Alternative Investments, Hedge Funds |
2.022 |
|
andy.paterson@bnymellon.com |
|
|
Andrew S Paterson is the CEO ate his private family office firm. |
SF |
|
| 501 |
Patria Investimentos |
Gil |
Karsten |
Partner, Diretor Private Equity |
55 (11) 3039-9000 |
|
gil.karsten@patriainvestimentos.com.br |
ir@patriainvestimentos.com.br |
Avenida Cidade Jardim, 803, 10th Floor |
Sao Paulo |
SP |
01453-000 |
Brazil |
South America |
https://www.linkedin.com/in/gil-karsten-a309512a/ |
Real Estate |
1.988 |
$5.8B |
|
https://www.linkedin.com/company/patria-investments/ |
https://www.patria.com/ |
In business for 30 years, Patria Investments is one of the largest alternative investments manager focused on LatAm assets. It is a pioneer in Private Equity in Brazil, gradually building up its portfolio with the creation of new businesses in Infrastructure, Real Estate, Credit, Agribusiness and PIPE. Blackstone, a leader in alternative investments management, has been a major partner of Patria since 2010. |
PERE |
|
|
Patria Investimentos |
Alexandre |
Borensztein |
Real Estate Partner & Principal |
55 (11) 3039-9000 |
|
alexandre.borensztein@patriainvestimentos.com.br |
ir@patriainvestimentos.com.br |
Avenida Cidade Jardim, 803, 10th Floor |
Sao Paulo |
SP |
01453-000 |
Brazil |
South America |
https://www.linkedin.com/in/alexandre-borensztein-087072106/ |
Real Estate |
1.988 |
$5.8B |
|
https://www.linkedin.com/company/patria-investments/ |
https://www.patria.com/ |
In business for 30 years, Patria Investments is one of the largest alternative investments manager focused on LatAm assets. It is a pioneer in Private Equity in Brazil, gradually building up its portfolio with the creation of new businesses in Infrastructure, Real Estate, Credit, Agribusiness and PIPE. Blackstone, a leader in alternative investments management, has been a major partner of Patria since 2010. |
PERE |
|
| 502 |
Pavilion Alternatives Group™1 |
Jennifer |
Mary Fenton |
Senior Vice President Corporate Initiatives |
(514) 932-7171 |
(514) 932-8288 |
jenny.fenton@altius-associates.com |
info@pavilioncorp.com |
1250 René-Lévesque Blvd. West, Suite 4030 |
Montreal |
QC |
H3B 4W8 |
Canada |
North America |
https://www.linkedin.com/in/jenny-fenton-3ab07823/ |
|
|
$100B |
|
|
https://www.pavilioncorp.com/ |
The universe of alternative investments presents powerful opportunities for investors looking to create dynamic, diverse portfolios in today’s ever-shifting markets. Pavilion Alternatives Group provides investment advisory services across alternative asset classes, including private equity, private credit, real assets and hedge funds. Our alternatives team features approximately 80 professionals serving clients globally from offices in the U.S., Europe and Asia. We currently advise and provide customized solutions on over $100 billion2 of alternative assets for our clients worldwide – including corporate and public pension plans, sovereign wealth funds, healthcare organizations, insurance plans, endowments, foundations and family offices. |
Fund-of-Fund |
|
|
Pavilion Alternatives Group™1 |
Alex |
Da Costa |
Managing Director |
(312) 798-3223 |
(514) 932-8288 |
adacosta@pavilioncorp.com |
info@pavilioncorp.com |
1250 René-Lévesque Blvd. West, Suite 4030 |
Montreal |
QC |
H3B 4W8 |
Canada |
North America |
https://www.linkedin.com/in/alex-da-costa-3139b7/ |
|
|
$100B |
|
|
https://www.pavilioncorp.com/ |
The universe of alternative investments presents powerful opportunities for investors looking to create dynamic, diverse portfolios in today’s ever-shifting markets. Pavilion Alternatives Group provides investment advisory services across alternative asset classes, including private equity, private credit, real assets and hedge funds. Our alternatives team features approximately 80 professionals serving clients globally from offices in the U.S., Europe and Asia. We currently advise and provide customized solutions on over $100 billion2 of alternative assets for our clients worldwide – including corporate and public pension plans, sovereign wealth funds, healthcare organizations, insurance plans, endowments, foundations and family offices. |
Fund-of-Fund |
|
| 503 |
Peak Partners S.A. |
Frédéric |
Rosset |
Chief Executive Officer |
41 228 180 220 |
41 228 180 228 |
rosset@peakpartners.com |
|
Quai Gustave-Ador 54 |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/frederic-rosset-9420312/ |
|
|
$57M |
|
|
http://www.peakpartners.com/ |
Peak Partners is a Swiss boutique of asset management and financial advisory firm that provides innovative, transparent and absolute-return investment opportunities across the long only, hedge fund and private equity spectrums. The firm was founded in 2001 and is headquartered in Geneva, Switzerland. Peak Partners` value added is derived from innovative product engineering and for its market-driven strategies, active investment allocation and risk management. For the first 10 years of its existence, Peak Partners was exclusively a fund manager. |
Fund-of-Fund |
|
| 504 |
Pennington Partners & Co., LLC |
Brian |
Gaister |
Co-Founder & CEO |
(312) 346-1800 |
(312) 346-1801 |
brian.gaister@penningtonptrs.com |
info@penningtonptrs.com |
7920 Norfolk Avenue, Suite 1150 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/brian-gaister-cpwa-cima-8999a418/ |
Private Equity, Hedge Funds, Real Estate |
2.015 |
$94M |
template.placeholder@gmail.com |
|
https://www.penningtonpartners.co/ |
Pennington Partners is an SEC-registered private multi-family office that serves the complex and comprehensive financial needs of our families. Pennington Partners partners with successful families by providing objective advice, strategy and family office services to generate meaningfully higher efficiency, results, and scale, at a lower cost than running an independent family office. Pennington Partners strives to be the premier dynamic family office for families like our own who have built wealth through privately held companies or real estate. |
MF |
|
|
Pennington Partners & Co., LLC |
Megan |
Bleil |
Partner |
(312) 346-1800 |
(312) 346-1801 |
megan.bleil@penningtonptrs.com |
info@penningtonptrs.com |
7920 Norfolk Avenue, Suite 1150 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/meganbleil/ |
Private Equity, Hedge Funds, Real Estate |
2.015 |
$94M |
template.placeholder@gmail.com |
|
https://www.penningtonpartners.co/ |
Pennington Partners is an SEC-registered private multi-family office that serves the complex and comprehensive financial needs of our families. Pennington Partners partners with successful families by providing objective advice, strategy and family office services to generate meaningfully higher efficiency, results, and scale, at a lower cost than running an independent family office. Pennington Partners strives to be the premier dynamic family office for families like our own who have built wealth through privately held companies or real estate. |
MF |
|
|
Pennington Partners & Co., LLC |
Rodd |
Macklin |
Co-Founder & CFO |
(312) 346-1800 |
(312) 346-1801 |
rodd.macklin@navimed.com |
info@penningtonptrs.com |
7920 Norfolk Avenue, Suite 1150 |
Bethesda |
MD |
20814 |
United States of America |
North America |
https://www.linkedin.com/in/rodd-macklin-a1318b4/ |
Private Equity, Hedge Funds, Real Estate |
2.015 |
$94M |
|
https://navimed.com/ |
https://www.penningtonpartners.co/ |
Pennington Partners is an SEC-registered private multi-family office that serves the complex and comprehensive financial needs of our families. Pennington Partners partners with successful families by providing objective advice, strategy and family office services to generate meaningfully higher efficiency, results, and scale, at a lower cost than running an independent family office. Pennington Partners strives to be the premier dynamic family office for families like our own who have built wealth through privately held companies or real estate. |
MF |
|
| 505 |
Penrose Group, LLC |
Steve |
Hudgins |
Chief Investment Officer |
(817) 870-3117 |
(817) 877-5444 |
stevehudgins@penrose-llc.com |
|
600 E Exchange Ave., Suite 200 |
Fort Worth |
TX |
76164 |
United States of America |
North America |
|
Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt. |
1.998 |
|
|
|
http://penrose-llc.com/ |
Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. |
SF |
|
|
Penrose Group, LLC |
Regan |
Wright |
Research Chef |
(817) 870-3117 |
(817) 877-5444 |
reganwright@penrose-llc.com |
|
600 E Exchange Ave., Suite 200 |
Fort Worth |
TX |
76164 |
United States of America |
North America |
https://www.linkedin.com/in/regan-wright-167992171/ |
Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt. |
1.998 |
|
|
|
http://penrose-llc.com/ |
Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. |
SF |
|
|
Penrose Group, LLC |
Benjamin |
Rosenthal |
Managing Partner |
(817) 870-3117 |
(817) 877-5444 |
benrosenthal@penrose-llc.com |
|
600 E Exchange Ave., Suite 200 |
Fort Worth |
TX |
76164 |
United States of America |
North America |
https://www.linkedin.com/in/benjamin-rosenthal-b81076a2/ |
Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt. |
1.998 |
|
|
|
http://penrose-llc.com/ |
Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. |
SF |
|
|
Penrose Group, LLC |
Holly |
Vaughan |
Administrative Asistant |
(817) 870-3117 |
(817) 877-5444 |
hollyvaughan@penrose-llc.com |
|
600 E Exchange Ave., Suite 200 |
Fort Worth |
TX |
76164 |
United States of America |
North America |
https://www.linkedin.com/in/holly-vaughan-62026510/ |
Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt. |
1.998 |
|
|
|
http://penrose-llc.com/ |
Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. |
SF |
|
| 506 |
Pérez Bustamante & Ponce |
Juan Gabriel |
Reyes-Varea |
Family Office Partner |
Direct: 593 2 382-7640 Ext. 7832, Mobile: 593 2 400-7832 |
|
jreyes@pbplaw.com |
|
Av. República de El Salvador N36-140, Edif. Mansión Blanca |
Quito |
|
170505 |
Ecuador |
South America |
https://www.linkedin.com/in/juan-gabriel-reyes-0b174b103/ |
Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments |
1.916 |
|
|
https://www.pbplaw.com/en/family-office/ |
https://www.pbplaw.com/ |
Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation.
We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. |
MF |
|
|
Pérez Bustamante & Ponce |
Francisco |
Alarcón-Alcívar |
President, Family Office |
Direct: 593 4 370-7960, Mobile: 593 9 9977-1418 |
|
aescovar@pbplaw.com |
|
Av. República de El Salvador N36-140, Edif. Mansión Blanca |
Quito |
|
170505 |
Ecuador |
South America |
|
Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments |
1.916 |
|
|
https://www.pbplaw.com/en/family-office/ |
https://www.pbplaw.com/ |
Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation.
We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. |
MF |
|
|
Pérez Bustamante & Ponce |
Alejandro |
Páez-Vallejo |
Director, Family Office |
Direct: 593 2 382-7640 Ext. 7829, Mobile: 593 2 400-7829 |
|
apaez@pbplaw.com |
|
Av. República de El Salvador N36-140, Edif. Mansión Blanca |
Quito |
|
170505 |
Ecuador |
South America |
https://www.linkedin.com/in/alejandro-paez-vallejo-68294148/ |
Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments |
1.916 |
|
|
https://www.pbplaw.com/en/family-office/ |
https://www.pbplaw.com/ |
Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation.
We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. |
MF |
|
|
Pérez Bustamante & Ponce |
Nicolás |
Maldonado-Zambrano |
Director, Family Office |
Direct: 593 2 382-7640 Ext. 7861, Mobile: 593 2 400-7861 |
|
nmaldonado@pbplaw.com |
|
Av. Francisco de Orellana. Edificio Las Cámaras, Torre B, Oficina 904 |
Guayaquil |
|
090512 |
Ecuador |
South America |
https://www.linkedin.com/in/nicolas-maldonado-93620253/ |
Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments |
1.916 |
|
|
https://www.linkedin.com/company/perezbustamanteponce/ |
https://www.pbplaw.com/ |
Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation.
We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. |
MF |
|
|
Pérez Bustamante & Ponce |
María Fernanda |
Paredes-Torres de Briz |
Family Office Manager |
|
|
mparedes@pbpfamilyoffice.com |
|
Av. República de El Salvador N36-140, Edif. Mansión Blanca |
Quito |
|
170505 |
Ecuador |
South America |
|
Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments |
1.916 |
|
|
https://www.linkedin.com/company/perezbustamanteponce/ |
https://www.pbplaw.com/ |
Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation.
We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. |
MF |
|
| 507 |
PERLE FAMILY OFFICE GmbH |
Gabrielle |
Jean |
Managing Director |
41 417 108 240 |
41 417 108 241 |
jean@perlefamilyoffice.ch |
info@perlefamilyoffice.ch |
Hauptstrasse 5 |
Meggen |
|
6045 |
Switzerland |
Europe |
https://www.linkedin.com/in/gabrielle-jean-3b59a021/ |
Alternative Investments, Real Estate |
2.012 |
CHF 20M |
|
|
https://perlefamilyoffice.ch/en |
PERLE FAMILY OFFICE GmbH is an independent private owned Multi Family Office established 2012 in Meggen (Lucerne), with Representative Offices in Steinhausen/Zug & in Zurich. Our clients are private individuals, families or Swiss small and mid cap companies generally disposing of a highly complex wealth that needs professional management.They benefit from our long time network, our favourable fee conditions with the banks and last but not least from our product indepencence. |
MF |
http://perlefamilyoffice.ch/jobs |
|
PERLE FAMILY OFFICE GmbH |
Markus |
Senn |
Senior Consultant |
41 417 108 240 |
41 417 108 241 |
senn@perlefamilyoffice.ch |
info@perlefamilyoffice.ch |
Hauptstrasse 5 |
Meggen |
|
6045 |
Switzerland |
Europe |
|
Alternative Investments, Real Estate |
2.012 |
CHF 20M |
|
|
https://perlefamilyoffice.ch/en |
PERLE FAMILY OFFICE GmbH is an independent private owned Multi Family Office established 2012 in Meggen (Lucerne), with Representative Offices in Steinhausen/Zug & in Zurich. Our clients are private individuals, families or Swiss small and mid cap companies generally disposing of a highly complex wealth that needs professional management.They benefit from our long time network, our favourable fee conditions with the banks and last but not least from our product indepencence. |
MF |
|
| 508 |
Perlman Family Office |
Edward |
Perlman |
Chief Investment Officer |
(203) 302-2455 |
|
ep@scottwood.com |
|
500 West Putnam Ave., Suite 400 |
Greenwich |
CT |
06830 |
United States of America |
North America |
https://www.linkedin.com/in/edwardperlman/ |
Hedge Funds, U.S. Public Securities Markets |
2.012 |
$985M |
|
http://edwardperlman.tumblr.com/ |
https://www.scottwood.com/perlman-family-office.html |
Edward Perlman has set up a single family office in 2012, having returned all of his hedge fund clients' money in mid-201. |
SF |
|
| 509 |
Permanens Capital Partners |
John |
Regan |
Managing Partner & CIO |
Direct: (212) 993-7446 |
|
jr@permcap.com |
|
410 Park Avenue, Suite 430 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/john-regan-b5b2a463/ |
Long-Only Equity, Private Equity, Hedge Funds, Alternative Investments |
2.011 |
$4.5B |
|
https://www.linkedin.com/company/permanens-capital/ |
https://permcap.com/ |
Permanens Capital Partners, a multi-family office firm based in NYC. |
MF |
|
|
Permanens Capital Partners |
Gary |
Yannazzo |
Partner |
Direct: : (212) 993-7450 |
|
gary@permcap.com |
|
410 Park Avenue, Suite 430 |
New York |
NY |
10022 |
United States of America |
North America |
|
Long-Only Equity, Private Equity, Hedge Funds, Alternative Investments |
2.011 |
$4.5B |
|
https://www.linkedin.com/company/permanens-capital/ |
https://permcap.com/ |
Permanens Capital Partners, a multi-family office firm based in NYC. |
MF |
|
|
Permanens Capital Partners |
Michael |
McCaffery |
Partner & Chief Operating Officer |
(212) 993-7440 |
|
mccaffery@permcap.com |
|
410 Park Avenue, Suite 430 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mccaffery-33913a2/ |
Long-Only Equity, Private Equity, Hedge Funds, Alternative Investments |
2.011 |
$4.5B |
|
https://www.linkedin.com/company/permanens-capital/ |
https://permcap.com/ |
Permanens Capital Partners, a multi-family office firm based in NYC. |
MF |
|
|
Permanens Capital Partners |
Alex |
Goldfarb |
Partner |
Direct: (212) 993-7447 |
|
alex@permcap.com |
|
410 Park Avenue, Suite 430 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/alex-goldfarb-bb180936/ |
Long-Only Equity, Private Equity, Hedge Funds, Alternative Investments |
2.011 |
$4.5B |
|
https://www.linkedin.com/company/permanens-capital/ |
https://permcap.com/ |
Permanens Capital Partners, a multi-family office firm based in NYC. |
MF |
|
|
Permanens Capital Partners |
Connor |
Carew |
Partner |
(212) 993-7440 |
|
connor@permcap.com |
|
410 Park Avenue, Suite 430 |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/connorcarew/ |
Long-Only Equity, Private Equity, Hedge Funds, Alternative Investments |
2.011 |
$4.5B |
|
https://www.linkedin.com/company/permanens-capital/ |
https://permcap.com/ |
Permanens Capital Partners, a multi-family office firm based in NYC. |
MF |
|
| 510 |
Persimmon Capital Partners |
Robert |
Robert |
Chief Investment Officer |
(410) 371-0653 |
|
robert.tobin@persimmoncap.com |
|
1 Village Square, Suite 133 |
Baltimore |
MD |
21210 |
United States of America |
North America |
https://www.linkedin.com/in/rjtobin/ |
|
2.008 |
|
|
https://www.linkedin.com/company/persimmon-capital-partners/ |
http://www.persimmoncap.com/ |
Persimmon Capital Partners was founded in 2008 and is a diversified alternative investment company focused on direct, private investments primarily in private equity, real estate and alternative asset classes. A captive and fully discretionary capital base gives Persimmon the flexibility to invest in a wide variety of structures with both short and long-term investment horizons. As an active, growth-oriented investor, Persimmon looks to partner with strong management teams to build sustainable value and generate superior risk adjusted returns. |
PERE |
|
| 511 |
PG3 AG |
Samuel |
Scherling |
Chief Executive Officer |
Office: 41 417 485 222, Direct: 41 417 688 621 |
|
|
info@pg3.ch |
Erlenweg 6 |
Steinhausen |
|
6312 |
Switzerland |
Europe |
https://www.linkedin.com/in/samuelscherling/ |
Risk Management, Risk Models, Structuring, Reinsurance Underwriting, Insurance Linked Securities, Private Equity, Hedge Funds, Carbon Emission Rights, Clean Development Mechanism |
|
|
altbeta@altbetapartners.com |
https://www.linkedin.com/company/pg3ag/
http://www.altbetapartners.com/ |
https://pg3.ch/ |
An energetic and growing single-family office of the Partners Group founders established in 2013, with over 20 employees, located near Zug in Switzerland.
As a FINMA regulated asset manager, we manage a range of niche investment strategies for our principals and investors. |
SF |
|
| 512 |
Pi Advisors LLC |
Millie |
Curran |
Finance Manager |
(415) 729-1258 |
|
milliecurran@me.com |
|
One Ferry Building, Suite 300 |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/millie-curran-cfp®-2a15b25/ |
Fund of Hedge Funds |
2.015 |
|
|
|
|
Pi Advisors, a San Francisco-based single family office firm. |
SF |
|
| 513 |
Pictet Family Office Services |
Alma |
de Sero |
Relationship Manager & Family Office Specialist |
41 583 232 323 |
41 583 232 324 |
adesero@pictet.com |
info@pictet.com |
Route des Acacias 60 |
Geneva |
|
CH 1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/alma-de-sero-5b518a80/ |
Private Equity, Hedge Funds, Real Estate |
1.805 |
|
|
https://www.group.pictet/corporate/en/home/wealth_management/family_office_services.html?nav=global&linksource=/content/corporate/en/home.html |
https://www.group.pictet/ |
Pictet Family Office Services includes Family Office, Global Custody & Reporting as well as Strategic Advisory Services for UHNWI and/or their private family offices. |
MF |
|
|
Pictet Family Office Services |
Pierre-Alain |
Wavre |
Head of the Pictet Family Office, Director Geneva |
41 583 232 323 |
41 583 232 324 |
pwavre@pictet.com |
info@pictet.com |
Route des Acacias 60 |
Geneva |
|
CH 1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/pierre-alain-wavre-b6626371/ |
Private Equity, Hedge Funds, Real Estate |
1.805 |
|
|
https://www.group.pictet/corporate/en/home/wealth_management/family_office_services.html?nav=global&linksource=/content/corporate/en/home.html |
https://www.group.pictet/ |
Pictet Family Office Services includes Family Office, Global Custody & Reporting as well as Strategic Advisory Services for UHNWI and/or their private family offices. |
MF |
|
|
Pictet Family Office Services |
Farida |
Osmanova |
Senior Client Relationship Officer |
41 583 232 323 |
41 583 232 324 |
fosmanova@pictet.com |
info@pictet.com |
Route des Acacias 60 |
Geneva |
|
CH 1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/farida-osmanova-cwma-b9401920/ |
Private Equity, Hedge Funds, Real Estate |
1.805 |
|
|
https://www.group.pictet/corporate/en/home/wealth_management/family_office_services.html?nav=global&linksource=/content/corporate/en/home.html |
https://www.group.pictet/ |
Pictet Family Office Services includes Family Office, Global Custody & Reporting as well as Strategic Advisory Services for UHNWI and/or their private family offices. |
MF |
|
|
Pictet Family Office Services |
Zarina |
Reva |
Vice-President |
41 583 232 323 |
41 583 232 324 |
zreva@pictet.com |
info@pictet.com |
Route des Acacias 60 |
Geneva |
|
CH 1211 |
Switzerland |
Europe |
https://www.linkedin.com/in/zarina-reva-18a65054/ |
Private Equity, Hedge Funds, Real Estate |
1.805 |
|
|
https://www.group.pictet/corporate/en/home/wealth_management/family_office_services.html?nav=global&linksource=/content/corporate/en/home.html |
https://www.group.pictet/ |
Pictet Family Office Services includes Family Office, Global Custody & Reporting as well as Strategic Advisory Services for UHNWI and/or their private family offices. |
MF |
|
| 514 |
Piedmont Capital Management, LLC |
Susan |
Gleason |
Chief Family Officer |
Direct: (336) 574-8665 |
|
susan.gleason@piedmonttrust.com |
contact@piedmonttrust.com |
800 Green Valley Road, Suite 203 |
Greensboro |
NC |
27408 |
United States of America |
North America |
https://www.linkedin.com/in/susan-gleason-9b756215/ |
Private Equity Fund, Venture Capital Fund, Alternative Investments |
1.928 |
|
|
https://www.linkedin.com/company/piedmont-trust-company/ |
https://www.piedmonttrust.com/ |
Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets.
Sustain the multi-family office to promote family unity for future generations. |
MF |
|
|
Piedmont Capital Management, LLC |
Daniel |
Smith |
Chief Investment Officer |
Direct: (336) 574-8673 |
|
daniel.smith@piedmonttrust.com |
contact@piedmonttrust.com |
800 Green Valley Road, Suite 203 |
Greensboro |
NC |
27408 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-f-smith-cfa-cfp%C2%AE-b8b80414/ |
Private Equity Fund, Venture Capital Fund, Alternative Investments |
1.928 |
|
|
https://www.linkedin.com/company/piedmont-trust-company/ |
https://www.piedmonttrust.com/ |
Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets.
Sustain the multi-family office to promote family unity for future generations. |
MF |
|
|
Piedmont Capital Management, LLC |
John |
Simms |
Chief Investment Strategist |
Direct: (336) 574-8685 |
|
john.simms@piedmonttrust.com |
contact@piedmonttrust.com |
800 Green Valley Road, Suite 203 |
Greensboro |
NC |
27408 |
United States of America |
North America |
https://www.linkedin.com/in/john-simms-jr-b1254614/ |
Private Equity Fund, Venture Capital Fund, Alternative Investments |
1.928 |
|
|
https://www.linkedin.com/company/piedmont-trust-company/ |
https://www.piedmonttrust.com/ |
Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets.
Sustain the multi-family office to promote family unity for future generations. |
MF |
|
|
Piedmont Capital Management, LLC |
Lisa |
Simpson |
Trust Officer & Senior Managing Director |
Direct: (336) 574-8684 |
|
lisa.simpson@piedmonttrust.com |
contact@piedmonttrust.com |
800 Green Valley Road, Suite 203 |
Greensboro |
NC |
27408 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-simpson-8361a526/ |
Private Equity Fund, Venture Capital Fund, Alternative Investments |
1.928 |
|
|
https://www.linkedin.com/company/piedmont-trust-company/ |
https://www.piedmonttrust.com/ |
Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets.
Sustain the multi-family office to promote family unity for future generations. |
MF |
|
|
Piedmont Capital Management, LLC |
Benjamin |
Ripple |
Virtual CFO |
Direct: (336) 232-4417 |
|
bripple@brccpa.com |
contact@piedmonttrust.com |
800 Green Valley Road, Suite 203 |
Greensboro |
NC |
27408 |
United States of America |
North America |
https://www.linkedin.com/in/ben-ripple-79821613/ |
Private Equity Fund, Venture Capital Fund, Alternative Investments |
1.928 |
|
|
https://www.linkedin.com/company/piedmont-trust-company/ |
https://www.piedmonttrust.com/ |
Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets.
Sustain the multi-family office to promote family unity for future generations. |
MF |
|
| 515 |
PineBridge Investments LLC |
David |
Kolker |
Chief Financial Officer |
(646) 857-8000 |
|
david.kolker@pinebridge.com |
info@pinebridge.com |
399 Park Avenue, 4th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/david-kolker-a977663a/ |
|
|
$85.3B |
|
|
https://www.pinebridge.com/ |
PineBridge Investments is a principal investment firm specializing in distressed investments. The firm provides a platform for customized portfolio construction and client based servicing. The firm manages a diversified product line of alternative investments including: private equity investments, fund of funds, small to mid-market buyout funds, real estate, hedge funds, and fixed income strategies. The Alternative Investment Group's Private Equity program provides equity and mezzanine financing for emerging, private, and public companies at different stages of development. It seeks to invest in business services, social infrastructure and industrial and manufacturing companies, oil and gas services as well as downstream opportunities in the oil and gas value chain. It also invests in real estate investments in sale-and-s for income-producing assets in logistics, warehousing, social infrastructure including healthcare and education, schools, hospitals, shops and community retail sectors. |
Fund-of-Fund |
|
| 516 |
POC Management AG |
Christoph |
Portmann |
CEO & Member of the Board |
41 433 885 511 |
41 438 885 512 |
|
info@poc-management.com |
Rennweg 38 |
Zurich |
|
8001 |
Switzerland |
Europe |
|
Private Equity, Real Estate and Hedge Funds |
|
|
|
|
http://www.poc-management.com/ |
POC Management is a multi-family office that offers its discerning, high-net-worth customers a comprehensive service with network partners worldwide. POC Management always acts as an independent partner. We can avoid conflicts of interest. |
MF |
|
| 517 |
Pomegranate VC |
Eyal |
Bilgrai |
Managing Partner |
|
|
contact@pomvc.com |
|
|
San Francisco |
CA |
|
United States of America |
North America |
https://www.linkedin.com/in/eyal-bilgrai-5028121/ |
FinTech, EdTech, Public Equity, Private Equity, Real Asstes, Hedge Funds, Real Estate |
|
|
|
|
https://www.pomvc.com/ |
|
Angel Investor |
|
| 518 |
Portofino Multi Family Office |
Eduardo |
Castro |
Partner & Chief Investment Officer |
55 (11) 2592-4484 |
|
ecastro@portofinomultifamilyoffice.com.br |
info@pmfo.com.br |
Av. Chedid Jafet, 222 - Vila Olimpia |
Sao Paulo |
SP |
04551-065 |
Brazil |
South America |
https://www.linkedin.com/in/eduardo-castro-cfp®-212300/ |
Private Equity, Real Estate, Hedge Funds |
2.012 |
R$5B |
educastro@terra.com.br |
https://www.linkedin.com/company/portofinomultifamilyoffice/ |
https://portofinomultifamilyoffice.com.br/ |
Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets.
Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest.
Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. |
MF |
|
|
Portofino Multi Family Office |
Anildo |
Betinardi Strapasson |
Partner |
Mobile: 55 (41) 99671-6622 |
|
anildostrapasson@yahoo.com.br |
info@pmfo.com.br |
Av. Chedid Jafet, 222 - Vila Olimpia |
Sao Paulo |
SP |
04551-065 |
Brazil |
South America |
https://www.linkedin.com/in/anildo-betinardi-strapasson-cfp®-72034b22/ |
Private Equity, Real Estate, Hedge Funds |
2.012 |
R$5B |
|
https://www.linkedin.com/company/portofinomultifamilyoffice/ |
https://portofinomultifamilyoffice.com.br/ |
Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets.
Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest.
Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. |
MF |
|
|
Portofino Multi Family Office |
Carolina |
Giovanella |
Managing Partner (Founder) |
55 (11) 2592-4484 |
|
cgiovanella@portofinoinvestimentos.com.br |
info@pmfo.com.br |
Av. Chedid Jafet, 222 - Vila Olimpia |
Sao Paulo |
SP |
04551-065 |
Brazil |
South America |
https://www.linkedin.com/in/carolinagiovanella/ |
Private Equity, Real Estate, Hedge Funds |
2.012 |
R$5B |
|
https://www.linkedin.com/company/portofinomultifamilyoffice/ |
https://portofinomultifamilyoffice.com.br/ |
Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets.
Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest.
Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. |
MF |
|
|
Portofino Multi Family Office |
Adriano |
Cantreva |
Partner |
(917) 385-7804 |
|
acantreva@portofinoinvestimentos.com.br |
info@pmfo.com.br |
800 3rd Ave. |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/adriano-cantreva-b8900045/ |
Private Equity, Real Estate, Hedge Funds |
2.012 |
R$5B |
contact@thinqcap.com, acantreva@gmail.com |
https://www.thinqcap.com/ |
https://portofinomultifamilyoffice.com.br/ |
Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets.
Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest.
Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. |
MF |
|
|
Portofino Multi Family Office |
Valdemir |
Paz |
Chief Financial Officer |
55 (11) 2592-4484 |
|
valdemirpaz@yahoo.com.br |
info@pmfo.com.br |
Av. Chedid Jafet, 222 - Vila Olimpia |
Sao Paulo |
SP |
04551-065 |
Brazil |
South America |
https://www.linkedin.com/in/valdemirpaz/ |
Private Equity, Real Estate, Hedge Funds |
2.012 |
R$5B |
|
https://www.linkedin.com/company/portofinomultifamilyoffice/ |
https://portofinomultifamilyoffice.com.br/ |
Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets.
Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest.
Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. |
MF |
|
| 519 |
Portogallo Investimentos |
Magda |
Portugal |
Partner |
55 (11) 3078-6870 |
|
magda@portogalloinvestimentos.com.br |
contato@portogalloinvestimentos.com.br |
Rua Tabapuã nº 111 - Conjunto 62, Itaim Bibi |
Sao Paulo |
SP |
04533-010 |
Brazil |
South America |
https://www.linkedin.com/in/mportugal2007/ |
Private Equity, Real Estate, Hedge Fund, Bonds |
|
|
magda@mpadvisors.com.br, operacional@mpadvisors.com.br |
http://www.mpadvisors.com.br/ |
https://portogallofamilyoffice.com.br/ |
Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families.
In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. |
MF |
|
|
Portogallo Investimentos |
Márcio |
Burigo |
Partner & Relationship Manager |
55 (11) 3078-6830 |
|
marcio@portogalloinvestimentos.com.br |
contato@portogalloinvestimentos.com.br |
Rua Tabapuã nº 111 - Conjunto 62, Itaim Bibi |
Sao Paulo |
SP |
04533-010 |
Brazil |
South America |
https://www.linkedin.com/in/burigomarcio/ |
Private Equity, Real Estate, Hedge Fund, Bonds |
|
|
marcio@mpadvisors.com.br |
http://www.mpadvisors.com.br/ |
https://portogallofamilyoffice.com.br/ |
Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families.
In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. |
MF |
|
|
Portogallo Investimentos |
Mario |
Melilli |
Partner |
55 (11) 3078-6870 |
|
mario@portogalloinvestimentos.com.br |
contato@portogalloinvestimentos.com.br |
Rua Tabapuã nº 111 - Conjunto 62, Itaim Bibi |
Sao Paulo |
SP |
04533-010 |
Brazil |
South America |
https://www.linkedin.com/in/mario-melilli-cfp®-10167a59/ |
Private Equity, Real Estate, Hedge Fund, Bonds |
|
|
mario@mpadvisors.com.br |
http://www.mpadvisors.com.br/ |
https://portogallofamilyoffice.com.br/ |
Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families.
In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. |
MF |
|
| 520 |
Praxeo Capital, LLC |
|
|
|
(727) 647-8518 |
|
|
info@praxeocap.com |
260 1st Ave. S |
St Petersburg |
FL |
33701 |
United States of America |
North America |
|
Commercial Real Estate, Specialty Finance Sectors |
2.019 |
|
|
|
http://praxeocap.com/ |
Praxeo Capital is a single family office focused on direct alternative investments, with a primary focus on the commercial real estate and specialty finance sectors. As a direct capital source, we take a long-term view and can create bespoke structures that provide maximum flexibility. |
SF |
|
| 521 |
Premis Advisors, LLC |
Brad |
Chitty |
Chief Investment Officer |
(678) 954-4828 |
|
brad@premisadvisors.com |
admin@premisadvisors.com |
3344 Peachtree Rd. NE, Suite 800 |
Atlanta |
GA |
30326 |
United States of America |
North America |
https://www.linkedin.com/in/brad-chitty-cfa-1347015/ |
Real Estate, Energy, Hedge Funds |
2.016 |
$61.9M |
|
|
http://www.premisadvisors.com/ |
Premis Advisors is a boutique multi-family office providing wealth management solutions to a limited number of ultra-high net worth clients. |
MF |
|
| 522 |
Preon Capital Partners |
Alberto |
de Min |
Portfolio Manager, Partner, CEO, Board Member |
41 223 206 363 |
|
alberto@preoncapital.com |
|
Place du Grand-Mézel, 1 |
Geneva |
|
1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/alberto-de-min-a49336/ |
Equity, Angel Investment, Technology Startups, Mutual Funds, Hedge Funds |
2.014 |
|
|
https://www.linkedin.com/company/preon-capital/ |
http://www.preoncapital.com/ |
Based in Geneva since 2014, Preon Capital Partners is the family office of one of the most successful business angels in Europe and operates as an independent asset manager and financial advisory company. The company invests mainly in equity with a particular focus in technology startups that try to anticipate future global trends. The liquidity is managed via mutual funds that may invest directly in listed equity, listed derivatives and in external hedge fund managers. Our funds have been designed for and are dedicated to the family office beneficiary owner, but they may be opened to external investors at the directors’ discretion. |
SF |
|
|
Preon Capital Partners |
Erkki |
Heilakka |
Board of Director |
41 223 206 363 |
|
erkki@preoncapital.com |
|
Place du Grand-Mézel, 1 |
Geneva |
|
1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/erkki-heilakka-2b1a18/ |
Equity, Angel Investment, Technology Startups, Mutual Funds, Hedge Funds |
2.014 |
|
|
https://www.linkedin.com/company/preon-capital/ |
http://www.preoncapital.com/ |
Based in Geneva since 2014, Preon Capital Partners is the family office of one of the most successful business angels in Europe and operates as an independent asset manager and financial advisory company. The company invests mainly in equity with a particular focus in technology startups that try to anticipate future global trends. The liquidity is managed via mutual funds that may invest directly in listed equity, listed derivatives and in external hedge fund managers. Our funds have been designed for and are dedicated to the family office beneficiary owner, but they may be opened to external investors at the directors’ discretion. |
SF |
|
| 523 |
Prestige Family Office |
Barbara |
Haldi |
Owner and Founder |
41 796 309 203 |
41 325 453 526 |
barbara@prestige-fo.com |
|
Rue de l’Arnel 16 |
Môtiers |
|
CH-2112 |
Switzerland |
Europe |
https://www.linkedin.com/in/barbara-haldi-49162a14/ |
Hedge Funds |
2.016 |
|
|
|
https://prestige-fo.com/ |
Prestige Family Office is an independent multi-family office founded in 2016 on the belief that trust, communication and efficiency are the main assets to a relationship with our clients. The purpose of Prestige Family Office is to provide support to our clients in a world of administrative burden and to provide them with the organisational support that allows them to get on with life with the reassurance that the details are under control. |
MF |
|
| 524 |
PrideCo Capital Management, LLC |
Gary |
Wallace |
Director |
(949) 313-7730 |
(949) 313-7728 |
gwallace@prideco.com |
info@prideco.com |
120 Newport Center Dr. |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/garyjaywallace/ |
Private Lending, PE, The firm invests largely in alternative investments, including private equity specifically. |
2.005 |
|
|
https://www.pridecoloans.com/ |
http://www.prideco.com/ |
PrideCo Capital Management, an established single family office with locations in Oakland, CA, Irvine, CA, and Naples, FL. |
SF |
Bay Area Office:
6605 San Leandro
Oakland, CA 94621
Minnesota Office:
1934 Hennepin Ave, Suite 205
Minneapolis, MN 55403 |
|
PrideCo Capital Management, LLC |
Huy |
Do |
Managing Director |
(949) 313-7730 |
(949) 313-7728 |
hdo@prideco.com |
info@prideco.com |
120 Newport Center Dr. |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/huydo/ |
Private Lending, PE, The firm invests largely in alternative investments, including private equity specifically. |
2.005 |
|
|
https://www.linkedin.com/company/prideco-capital-management---loan-sales/ |
http://www.prideco.com/ |
PrideCo Capital Management, an established single family office with locations in Oakland, CA, Irvine, CA, and Naples, FL. |
SF |
Bay Area Office:
6605 San Leandro
Oakland, CA 94621
Minnesota Office:
1934 Hennepin Ave, Suite 205
Minneapolis, MN 55403 |
|
PrideCo Capital Management, LLC |
Matthew |
Lyon |
President & CEO |
(949) 313-7730 |
(949) 313-7728 |
matt@hydrapak.com |
info@prideco.com |
120 Newport Center Dr. |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/matt-lyon-4730968/ |
Private Lending, PE, The firm invests largely in alternative investments, including private equity specifically. |
2.005 |
|
|
https://hydrapak.com/ |
http://www.prideco.com/ |
PrideCo Capital Management, an established single family office with locations in Oakland, CA, Irvine, CA, and Naples, FL. |
SF |
Bay Area Office:
6605 San Leandro
Oakland, CA 94621
Minnesota Office:
1934 Hennepin Ave, Suite 205
Minneapolis, MN 55403 |
|
PrideCo Capital Management, LLC |
Brandon |
Small |
Chief Investment Officer & Fund Manager |
(949) 313-7730 |
(949) 313-7728 |
bsmall@prideco.com |
info@prideco.com |
120 Newport Center Dr. |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/brandon-small-b872b71/ |
Private Lending, PE, The firm invests largely in alternative investments, including private equity specifically. |
2.005 |
|
|
https://hydrapak.com/ |
http://www.prideco.com/ |
PrideCo Capital Management, an established single family office with locations in Oakland, CA, Irvine, CA, and Naples, FL. |
SF |
Bay Area Office:
6605 San Leandro
Oakland, CA 94621
Minnesota Office:
1934 Hennepin Ave, Suite 205
Minneapolis, MN 55403 |
| 525 |
Prima Capital Fund Ltd. |
Dariush |
Aryeh |
CIO & Founding Partner |
41 223 125 050 |
41 223 125 040 |
dariush.aryeh@trocaderofunds.com |
info@trocaderofunds.com |
Trinity Chambers, P.O. Box 4301, Mill Mall, Road Town |
Tortola |
|
|
British Virgin Islands |
North America |
https://www.linkedin.com/in/dariush-aryeh-7624082b/ |
|
|
$500M |
|
|
http://www.trocaderofunds.com/ |
Prima Capital Fund is an offshore fund based in the British Virgin Islands. The Management Company is Trocadero Asset Management, Ltd. (B.V.I.). The Fund, which started operations April 1, 1993, is a growth oriented fund of hedge funds. It invests primarily in Long/Short Equity funds which may be complemented, at times, by other investment strategies.
The sub-manager of the Fund is Fundana SA, headquartered in Geneva, Switzerland. Fundana has been an alternative investment advisor to Europe’s largest financial institutions, pension funds and high net worth individuals since 1993. Prima Capital Fund, denominated in US Dollars, Euros, Swiss Francs and British Pounds, is made up of a selection of 30 to 40 hedge fund managers with a focus on Long/Short Equity strategies.
Since its inception in April 1993, this flagship fund has focused on the Long/Short Equity strategy with a US bias, the most popular and important strategy in the hedge fund universe. It is one of the best performing funds of hedge funds in the industry. |
Fund-of-Fund |
|
|
Prima Capital Fund Ltd. |
Cédric |
Kohler |
Head of Advisory |
41 223 125 050 |
41 223 125 040 |
cedric.kohler@fundana.ch |
info@trocaderofunds.com |
Trinity Chambers, P.O. Box 4301, Mill Mall, Road Town |
Tortola |
|
|
British Virgin Islands |
North America |
https://www.linkedin.com/in/ckoko/ |
|
|
$500M |
|
|
http://www.trocaderofunds.com/ |
Prima Capital Fund is an offshore fund based in the British Virgin Islands. The Management Company is Trocadero Asset Management, Ltd. (B.V.I.). The Fund, which started operations April 1, 1993, is a growth oriented fund of hedge funds. It invests primarily in Long/Short Equity funds which may be complemented, at times, by other investment strategies.
The sub-manager of the Fund is Fundana SA, headquartered in Geneva, Switzerland. Fundana has been an alternative investment advisor to Europe’s largest financial institutions, pension funds and high net worth individuals since 1993. Prima Capital Fund, denominated in US Dollars, Euros, Swiss Francs and British Pounds, is made up of a selection of 30 to 40 hedge fund managers with a focus on Long/Short Equity strategies.
Since its inception in April 1993, this flagship fund has focused on the Long/Short Equity strategy with a US bias, the most popular and important strategy in the hedge fund universe. It is one of the best performing funds of hedge funds in the industry. |
Fund-of-Fund |
|
| 526 |
Prime Asia Asset Management |
Ang |
Chee Leong |
Chief Executive Officer |
|
|
cs.sg@funika.co.id |
enquiries@pa-am.com |
20 Cecil Street, #08-05 |
Singapore |
|
049705 |
Singapore |
Asia |
https://www.linkedin.com/in/chee-leong-ang-81502a7a/ |
Fund Management, Wealth Management, Insurance Planning, Trusts, Wills & Estate Planning, Real Estate & Alternative Investments |
2.006 |
$1B |
|
|
https://www.pa-am.com/ |
Prime Asia is a Singapore-based Fund Management and Multi-Family Office company that holds a Capital Market Services (CMS) licence issued by the Monetary Authority of Singapore (MAS) to conduct regulated activities in fund management under the Singapore Securities & Futures Act and Financial Advisers Act.
Prime Asia’s business model differentiates from traditional private banks in which we provide truly independent advice solely in the interest of our clients. We work with some of the most reputable and top-tier private banks in Singapore and other financial centres to safeguard your assets held with us. |
MF |
|
| 527 |
PrimeGate SA |
Karim |
Traboulsi |
Chief Executive Officer |
41 227 357 560 |
41 227 357 062 |
k.traboulsi@primegatesa.com |
info@primegatesa.com |
Rue du Rhône 29 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/karim-traboulsi-a2b67217/ |
Long Only Funds, Hedge Funds, Alternative Investments, Real Estate, Yacht, Aircraft Finance |
2.010 |
|
|
|
https://www.primegatesa.com/ |
PrimeGate is a Geneva based, fully independent, multi-family investment advisory services company, affiliated to the Swiss Association of Asset Managers (SAAM).
PrimeGate was founded in 2010 by Karim Traboulsi, its Managing Director, leveraging his 30 years of experience in wealth management with some of the world’s most reputable banks. PrimeGate is dedicated to servicing clients’ objectives and protecting their interests in a fast changing regulatory and financial markets environment.
The PrimeGate team aims to deliver a 100% client focused, fully transparent, integrated wealth management platform based on a selective and dynamic tissue of world class professional network and experience. |
MF |
|
| 528 |
PRIMWEST SA |
Andrew |
Maclean |
Chief Investment Officer |
41 227 599 050 |
|
andrew@primwest.com |
info@primwest.com |
Route de Jussy 210, Geneva |
Presinge |
|
CH-1243 |
Switzerland |
Europe |
https://www.linkedin.com/in/andrew-maclean-4345b71a2/ |
Private Equity, Real Estate,Hedge Funds, Equities, Direct Investments, Fund Commitments |
2.014 |
|
|
https://www.linkedin.com/company/primwestsa/ |
https://primwest.com/ |
Primwest is a single family office based in Geneva Switzerland, investing globally across all asset classes. |
SF |
|
| 529 |
Principal Asset Management AG |
Andreas |
Spalt |
Member of the Management Board - Portfolio Management |
423 235 0440 |
423 235 0441 |
andreas.spalt@principal.li |
info@principal.li |
Landstrasse 30 |
Schaan |
|
FL-9494 |
Liechtenstein |
Europe |
|
Real Estate, Business Jets, Yachts and Works of Art, Funds, Hedge Funds, Private Equity, Technology, IT |
1.989 |
|
|
|
https://www.principal.li/ |
Principal is an international advisor and service partner for wealthy individuals and their families. Principal provides its clients with independent and customised comprehensive investment management and investment monitoring services. In coordination with our external partners we also support clients in additional private wealth matters in a broader context. |
MF |
|
| 530 |
Private Advisors, LLC |
Chip |
Moelchert |
Chief Executive Officer |
(804) 289-6000 |
(804) 289-6001 |
cmoelchert@privateadvisors.com |
info@privateadvisors.com |
901 East Byrd Street, Suite 1400 |
Richmond |
VA |
23219 |
United States of America |
North America |
|
|
|
$4.8B |
|
|
https://www.privateadvisors.com/ |
Private Advisors sources, underwrites, structures, and manages investments in small to mid-sized managers and direct transactions across the liquidity spectrum. Our integrated platform has expertise in Long/Short Equity, Credit, Real Assets and Small Company Private Equity. The long-term nature of our capital and range of expertise provides origination and diligence advantages that benefit our investors. We build commingled and customized portfolios on behalf of investors that seek to preserve and grow capital. Their hedge fund offerings provide investors with access to diversified multi-strategy and single-strategy capabilities with exposure to credit and equity-oriented hedge fund strategies. |
Fund-of-Fund |
|
|
Private Advisors, LLC |
Greg |
Ciaverelli |
Chief Operating Officer |
(804) 289-6000 |
(804) 289-6001 |
gciaverelli@privateadvisors.com |
info@privateadvisors.com |
901 East Byrd Street, Suite 1400 |
Richmond |
VA |
23219 |
United States of America |
North America |
https://www.linkedin.com/in/gregory-ciaverelli-66b4a858/ |
|
|
$4.8B |
|
|
https://www.privateadvisors.com/ |
Private Advisors sources, underwrites, structures, and manages investments in small to mid-sized managers and direct transactions across the liquidity spectrum. Our integrated platform has expertise in Long/Short Equity, Credit, Real Assets and Small Company Private Equity. The long-term nature of our capital and range of expertise provides origination and diligence advantages that benefit our investors. We build commingled and customized portfolios on behalf of investors that seek to preserve and grow capital. Their hedge fund offerings provide investors with access to diversified multi-strategy and single-strategy capabilities with exposure to credit and equity-oriented hedge fund strategies. |
Fund-of-Fund |
|
| 531 |
Private Capital Investments LLC |
Katherine |
Hill Ritchie |
Founder & CEO |
|
|
khillritchie@nottinghamspirk.com |
|
|
New York |
NY |
|
United States of America |
North America |
https://www.linkedin.com/in/katherinehillritchie/ |
Due Diligence, Mission Driven Investments, Venture Capital, Private Equity, Hedge Funds, Real Estate and Art Market, Mergers and Acquisitions, M&A, Philanthropy, Illiquid Assets (secondaries), Trusts, Estate Issues |
|
|
|
https://www.nottinghamspirk.com/ |
http://privatecapitalinvestmentsllc.com/ |
PCI focuses on family offices, and is an investor and advisor to social impact early-stage venture capital funds and companies. With an extensive global network and over 30+ years of collective legal and financial services experience, PCI is able to develop strategies and solve client issues often not understood by traditional private banks, money managers, lawyers or business development professionals.
We have expertise in launching and structuring a family office, deal sourcing, portfolio management, due diligence, mission driven investments, venture capital, private equity, hedge funds, the real estate and art market, mergers and acquisitions, philanthropy, the sale and trading of illiquid assets (secondaries), trusts and estate issues and serving on investment committees and boards. PCI also assists clients in strategy, communications, marketing, business development and capital introduction. Between the two principals, they have worked for 10 single family offices and have a global robust network of investors for every asset class, investment stage and structure. We assist individuals, family offices, and also entrepreneurs and funds meet their legal and financial objectives at the highest level. |
MF |
|
| 532 |
Private Client Services, Inc - Family Office |
Kamyar |
Shadan |
Chairman, Founder |
(866) 678-3422 |
|
kam@pcsfamilyoffice.com |
|
P.O. Box 174 |
Tiburon |
CA |
94920 |
United States of America |
North America |
https://www.linkedin.com/in/kamshadan/ |
Family office services, Real Estate portfolio, Investments portfolio, Estate Planning, Life-Long Term Care-Disability Insurance, Family/Executive Protection & Coaching, Private Jet Charter, Family Business succession Planning, Corporate Retirement Plans, Executive Compensation Programs, Oil&Gas - Private Equity - Hedge Funds. |
2.005 |
|
|
|
https://www.pcsfamilyoffice.com/ |
Private Client Services was founded for the sole purpose of advocating your best interest by its Chairman Kamyar ""Kam"" Shadan. We are a premier Total Wealth Management family office services firm. We provide a Total Wealth Advocacy Platform that can assist in every area of your financial life: Family office services, Real Estate portfolio, Investments portfolio, Estate Planning, Life-Long Term Care-Disability Insurance, Family/Executive Protection & Coaching, Private Jet Charter, Family Business succession Planning, Corporate Retirement Plans, Executive Compensation Programs, Oil&Gas - Private Equity - Hedge Funds, Concentrated positions. |
MF |
Mailing Address
P.O. Box 174 Tiburon, CA 94920
Silicon Valley:
228 Hamilton Avenue
Palo Alto, CA 94301
San Francisco, CA 94111 |
| 533 |
Private Office of His Highness |
Veronica |
Andrino |
Independent Business Consultant |
971 04 299 9904 |
971 04 299 9903 |
veronica@unifinity.eu |
|
P.O. Box. 214443 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/veronicaandrino/ |
Joint Ventures, Private Equity, Hedge Funds, Other Alternative Asset Managers |
2.001 |
|
|
https://unifinity.uk/ |
https://www.linkedin.com/company/private-office-of-sheikh-ahmed-bin-obaid-al-maktoum/ |
Private Office of His Highness is a single family office firm for the Al Maktoum family. The Al Maktoum family is the ruling family of Dubai, and one of the six ruling families of the United Arab Emirates. |
SF |
|
|
Private Office of His Highness |
Joseph |
Hassan |
Chief Investment Officer & Advisor |
971 04 299 9904 |
971 04 299 9903 |
jo.s.hassan@gmail.com |
|
P.O. Box. 214443 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/jshassan/ |
Joint Ventures, Private Equity, Hedge Funds, Other Alternative Asset Managers |
2.001 |
|
|
|
https://www.linkedin.com/company/private-office-of-sheikh-ahmed-bin-obaid-al-maktoum/ |
Private Office of His Highness is a single family office firm for the Al Maktoum family. The Al Maktoum family is the ruling family of Dubai, and one of the six ruling families of the United Arab Emirates. |
SF |
|
| 534 |
Privos Capital |
Dan |
Farrell |
Chairman & CEO |
Mobile: (212) 380-6415 |
|
dfarrell@privoscapital.com |
info@privoscapital.com |
244 Madison Avenue |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/dan-farrell-55b43152/ |
Private Equity, Hedge Funds, Venture Capital, Secondaries, Direct Investments, Commodities, Real Estate |
2.010 |
|
|
|
https://www.privoscapital.com/ |
Privos Capital is a global multi-family office LP (MFO) with offices in the U.S, Europe, the Middle East, and Asia. We work with our international family office LP partners, their funds, foundations, and portfolio companies in all leading financial centers, as well as in the BRICS, Next Eleven (N-11), MINT, CIVETS, and the Frontier Countries of the Emerging Markets (EM). We partner with world-class pioneers in their fields who have created great wealth and, in turn, global family offices. As an international multi-family office, we have a successful track record in working with family offices from Wall Street to Sand Hill Road ("Wall St. West"). |
MF |
|
|
Privos Capital |
Thorvaldur |
Makan |
Managing Director |
(917) 688-2683 |
|
makan@privoscapital.com |
info@privoscapital.com |
244 Madison Avenue |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/thorvaldur-makan-86a95029/ |
Private Equity, Hedge Funds, Venture Capital, Secondaries, Direct Investments, Commodities, Real Estate |
2.010 |
|
|
|
https://www.privoscapital.com/ |
Privos Capital is a global multi-family office LP (MFO) based in New York, with offices in the U.S., Europe, the Middle East, and Asia. We provide innovative private client and financial advisory services world-wide to our international family office partners, their funds, foundations, and international portfolio companies. |
MF |
|
| 535 |
Promus Capital, LLC |
Brian |
Musso |
Managing Partner & Investment Advisor |
(312) 784-3990 |
(312) 784-3991 |
bmusso@promuscapital.com |
|
156 N. Jefferson St., Suite 300 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/brian-musso-16387213/ |
Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities |
2.008 |
$850M |
|
https://promusequity.com/ |
https://promusholdings.com/ |
Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. |
MF |
|
|
Promus Capital, LLC |
Cooper |
White |
Investment Advisor |
(312) 784-3990 |
(312) 784-3991 |
cwhite@promuscapital.com |
|
156 N. Jefferson St., Suite 300 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/cooper-white-81579728/ |
Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities |
2.008 |
$850M |
|
https://promusequity.com/ |
https://promusholdings.com/ |
Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. |
MF |
|
|
Promus Capital, LLC |
Zach |
Musso |
Managing Partner |
(312) 784-3990 |
(312) 784-3991 |
zmusso@promuscapital.com |
|
156 N. Jefferson St., Suite 300 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/zach-musso-53841127/ |
Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities |
2.008 |
$850M |
|
https://promusequity.com/ |
https://promusholdings.com/ |
Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. |
MF |
|
|
Promus Capital, LLC |
Anders |
Rosenquist |
Associate |
(312) 784-3990 |
(312) 784-3991 |
arosenquist@promusequity.com |
|
156 N. Jefferson St., Suite 300 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/anders-rosenquist-a1067b3/ |
Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities |
2.008 |
$850M |
|
https://promusequity.com/ |
https://promusholdings.com/ |
Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. |
MF |
|
|
Promus Capital, LLC |
Andrew |
Code |
Partner and Co-Founder |
Mobile: (312) 498-3945 |
(312) 784-3991 |
acode@promusequity.com |
|
156 N. Jefferson St., Suite 300 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-code-42959552/ |
Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities |
2.008 |
$850M |
|
https://promusequity.com/ |
https://promusholdings.com/ |
Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. |
MF |
|
|
Promus Capital, LLC |
Sarah |
Wuellner |
Principal |
(312) 784-3990 |
(312) 784-3991 |
swuellner@promusequity.com |
|
156 N. Jefferson St., Suite 300 |
Chicago |
IL |
60661 |
United States of America |
North America |
https://www.linkedin.com/in/sarah-wuellner-b4ab4413/ |
Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities |
2.008 |
$850M |
|
https://promusequity.com/ |
https://promusholdings.com/ |
Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. |
MF |
|
| 536 |
Protégé Partners, LLC |
Jeffrey |
Tarrant |
Chairman & Founder |
(212) 784-6300 |
(212) 784-6349 |
jt@protegepartners.com |
info@protegepartners.com |
25 West 53rd Street 15th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/jeffrey-tarrant-382092a2/ |
|
|
$2.1B |
|
|
https://www.protegepartners.com/ |
Protégé Partners is a specialized asset management and advisory firm that was founded in 2002 to focus exclusively on investing in established smaller hedge funds and select emerging managers. Through tenured judgment, deep-dive due diligence and pro-active risk management, we strive to identify best-in-class managers and put capital to work through arms-length, seed and tactical investments. |
Fund-of-Fund |
|
|
Protégé Partners, LLC |
Michael |
Weinberg |
Chief Investment Officer |
(212) 784-6300 |
(212) 784-6349 |
mw@protegepartners.com |
info@protegepartners.com |
25 West 53rd Street 15th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/michaeloliverweinberg/ |
|
|
$2.1B |
|
|
https://www.protegepartners.com/ |
Protégé Partners is a specialized asset management and advisory firm that was founded in 2002 to focus exclusively on investing in established smaller hedge funds and select emerging managers. Through tenured judgment, deep-dive due diligence and pro-active risk management, we strive to identify best-in-class managers and put capital to work through arms-length, seed and tactical investments. |
Fund-of-Fund |
|
| 537 |
PSP Capital Partners, LLC |
Mark |
Barbato |
Senior Vice President |
(312) 873-4800 |
|
mbarbato@pritzkerrealty.com |
|
444 West Lake Street, Suite 3500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/mark-barbato-23b41654/ |
Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit |
2.011 |
|
|
https://www.linkedin.com/company/psp-partners/ |
https://www.psppartners.com/ |
PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. |
SF |
|
|
PSP Capital Partners, LLC |
David |
Chiang |
Chief Investment Officer |
Direct: (310) 310-4848 |
|
dchiang@pritzkerff.com |
|
444 West Lake Street, Suite 3500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/david-chiang-167242/ |
Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit |
2.011 |
|
|
https://www.linkedin.com/company/psp-partners/ |
https://www.psppartners.com/ |
PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. |
SF |
|
|
PSP Capital Partners, LLC |
John |
Poe |
Chief Operating Officer |
(312) 873-4800 |
|
jpoe@pritzkerrealty.com |
|
444 West Lake Street, Suite 3500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/john-poe-620b801/ |
Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit |
2.011 |
|
|
https://www.linkedin.com/company/psp-partners/ |
https://www.psppartners.com/ |
PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. |
SF |
|
|
PSP Capital Partners, LLC |
Damien |
Coady |
Managing Director |
(312) 873-4800 |
|
dcoady@pritzkerff.com |
|
444 West Lake Street, Suite 3500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/damien-coady-3409a1/ |
Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit |
2.011 |
|
|
https://www.linkedin.com/company/psp-partners/ |
https://www.psppartners.com/ |
PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. |
SF |
|
|
PSP Capital Partners, LLC |
Jacob |
Bodner |
Investment Associate |
(312) 873-4800 |
|
jbodner@pritzkerff.com |
|
444 West Lake Street, Suite 3500 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit |
2.011 |
|
|
https://www.linkedin.com/company/psp-partners/ |
https://www.psppartners.com/ |
PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. |
SF |
|
| 538 |
Pursa F.O. Investimentos Ltda. |
Felipe |
Bressani |
Financial Manager |
55 (51) 3092-9100 |
|
felipe.bressani@purasfo.com.br |
|
Av. Dr. Nilo Pecanha, 2825, Conj. 1207, Petrópolis |
Porto Alegre |
RS |
90470-001 |
Brazil |
South America |
https://www.linkedin.com/in/felipe-bressani-47b5b731/ |
Fixed Income, Hedge Funds, Stock Market, Private Equity |
1.966 |
$40M |
felipe.bressani@puras.com.br |
http://www.puras.com.br/ |
http://www.purasfo.com.br/ |
Puras FO is a Single Family Office with trained professionals, both in-house and outsourced, that are dedicated to the management of the investments, the legacy, and the collective needs of individuals in our family. |
SF |
|
|
Pursa F.O. Investimentos Ltda. |
Hermes |
Gazzola |
CEO & Founder |
55 (51) 3092-9100 |
|
hermes.gazzola@purasfo.com.br |
|
Av. Dr. Nilo Pecanha, 2825, Conj. 1207, Petrópolis |
Porto Alegre |
RS |
90470-001 |
Brazil |
South America |
|
Fixed Income, Hedge Funds, Stock Market, Private Equity |
1.966 |
$40M |
|
http://www.puras.com.br/ |
http://www.purasfo.com.br/ |
Puras FO is a Single Family Office with trained professionals, both in-house and outsourced, that are dedicated to the management of the investments, the legacy, and the collective needs of individuals in our family. |
SF |
|
|
Pursa F.O. Investimentos Ltda. |
Ana Laura |
Reinert |
Senior Investment Analyst |
55 (51) 3092-9100 |
|
ana.reinert@puras.com.br |
|
Av. Dr. Nilo Pecanha, 2825, Conj. 1207, Petrópolis |
Porto Alegre |
RS |
90470-001 |
Brazil |
South America |
https://www.linkedin.com/in/ana-laura-r-47b63348/ |
Fixed Income, Hedge Funds, Stock Market, Private Equity |
1.966 |
$40M |
|
http://www.puras.com.br/ |
http://www.purasfo.com.br/ |
Puras FO is a Single Family Office with trained professionals, both in-house and outsourced, that are dedicated to the management of the investments, the legacy, and the collective needs of individuals in our family. |
SF |
|
| 539 |
Puzzle Capital |
David |
Obert |
Co-Founder & Partner |
33 173 793 451 |
|
david.obert@puzzle-capital.com |
|
8 Rue Halévy, Paris, Île-De-France |
Paris |
|
75009 |
France |
Europe |
https://www.linkedin.com/in/david-obert-466b8910/ |
Technology, Alternative Investments, Hedge Funds |
2.009 |
$350M |
|
|
https://www.linkedin.com/company/puzzle-capital/ |
Puzzle Capital is a Paris based multi-family office. It was established in 2009 by Jean-Louis Juchault and David Obert as an investment vehicle for their own capital. They have a proven track record of delivering superior returns on both an absolute and risk-adjusted basis.
Puzzle offers both single and multi-manager hedge funds that incorporate both niche and more established alternative investment strategies. It has a comprehensive business infrastructure across a team of seven people in total, and uses a rigorous and disciplined risk management process headed by Chief Investment Officer David Obert. |
MF |
|
| 540 |
PWP Growth Equity |
Chip |
Baird |
Partner/CoFounder |
(212) 287-3341 |
|
pwpgef@pwpartners.com |
pwpgef@pwpartners.com |
767 Fifth Avenue 10th Floor |
New York |
NY |
10153 |
United States of America |
North America |
https://www.linkedin.com/in/chip-baird-06b95a66/ |
Consumer Services, Industrial |
|
|
|
|
https://www.pwpgrowthequity.com/ |
The PWP Growth Equity Strategy ("PWP Growth Equity") focuses on growth equity investments in the middle market across three primary sectors: industrial/distribution; services; and consumer/retail. PWP Growth Equity is affiliated with Perella Weinberg Partners. Perella Weinberg Partners is a leading independent financial services firm. Established in 2006, the Firm provides advisory and asset management services to a global client base, including corporations, institutions and governments. The Asset Management business includes a suite of hedge fund strategies, private investment funds and outsourced investment office solutions. Including affiliates, Perella Weinberg Partners has capital commitments and managed assets of approximately $10.1 billion*. * Our global asset management business consists of approximately $7.3 billion managed by and committed to Perella Weinberg Capital Management LP, an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. The remainder of these assets includes funds managed by and committed to Perella Weinberg Partners Real Estate UK LLP and Perella Weinberg Partners Capital Management Europe LLP, entities authorized and regulated in the United Kingdom by the Financial Conduct Authority. |
Private Equity |
|
|
PWP Growth Equity |
David |
Ferguson |
Partner/CoFounder |
(212) 287-3341 |
|
pwpgef@pwpartners.com |
pwpgef@pwpartners.com |
767 Fifth Avenue 10th Floor |
New York |
NY |
10153 |
United States of America |
North America |
https://www.linkedin.com/in/david-ferguson-b5a669b/ |
Consumer Services, Industrial |
|
|
|
|
https://www.pwpgrowthequity.com/ |
The PWP Growth Equity Strategy ("PWP Growth Equity") focuses on growth equity investments in the middle market across three primary sectors: industrial/distribution; services; and consumer/retail. PWP Growth Equity is affiliated with Perella Weinberg Partners. Perella Weinberg Partners is a leading independent financial services firm. Established in 2006, the Firm provides advisory and asset management services to a global client base, including corporations, institutions and governments. The Asset Management business includes a suite of hedge fund strategies, private investment funds and outsourced investment office solutions. Including affiliates, Perella Weinberg Partners has capital commitments and managed assets of approximately $10.1 billion*. * Our global asset management business consists of approximately $7.3 billion managed by and committed to Perella Weinberg Capital Management LP, an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. The remainder of these assets includes funds managed by and committed to Perella Weinberg Partners Real Estate UK LLP and Perella Weinberg Partners Capital Management Europe LLP, entities authorized and regulated in the United Kingdom by the Financial Conduct Authority. |
Private Equity |
|
| 541 |
Qatar Investment Authority |
Faisal |
Abbas |
CEO |
974 4499 5834 |
|
faisal@qia.qa |
ceooffice@qia.qa |
P.O. Box 23224 |
Doha |
|
|
Qatar |
Asia |
https://www.linkedin.com/in/faisal-abbas-cfa-0995b95/ |
Oil, Equity and Fixed Income, Hedge Funds, Private Equity, Real Estate |
|
62 |
|
|
https://www.qia.qa/ |
The Qatar Investment Authority was founded in 2005 to manage the extra oil and natural gas surpluses that Qatar Government were receiving. The QIA wholly controls the Qatari Diar Real Estate Investment Company (Qatari Diar), a property investment fund. QIA is estimated to hold in excess of $60 billion of assets. In October 2008 QIA were linked with a takeover of Everton F.C. in a deal worth £200million. The rumours were initially dismissed by Everton only to re-emerge in April 2009. |
SWF |
|
|
Qatar Investment Authority |
Sarah |
S |
Executive Assistant Asset Management |
974 4499 5836 |
|
sarahs@qia.qa |
ceooffice@qia.qa |
P.O. Box 23224 |
Doha |
|
|
Qatar |
Asia |
|
Oil, Equity and Fixed Income, Hedge Funds, Private Equity, Real Estate |
|
62 |
|
|
https://www.qia.qa/ |
The Qatar Investment Authority was founded in 2005 to manage the extra oil and natural gas surpluses that Qatar Government were receiving. The QIA wholly controls the Qatari Diar Real Estate Investment Company (Qatari Diar), a property investment fund. QIA is estimated to hold in excess of $60 billion of assets. In October 2008 QIA were linked with a takeover of Everton F.C. in a deal worth £200million. The rumours were initially dismissed by Everton only to re-emerge in April 2009. |
SWF |
|
|
Qatar Investment Authority |
Navid |
Chamdia |
Head of Real Estate |
974 4499 5900 |
|
chamdia@qia.qa |
ceooffice@qia.qa |
P.O. Box 23224 |
Doha |
|
|
Qatar |
Asia |
https://www.linkedin.com/in/navid-chamdia-7a561668/ |
Oil, Equity and Fixed Income, Hedge Funds, Private Equity, Real Estate |
|
62 |
|
|
https://www.qia.qa/ |
The Qatar Investment Authority was founded in 2005 to manage the extra oil and natural gas surpluses that Qatar Government were receiving. The QIA wholly controls the Qatari Diar Real Estate Investment Company (Qatari Diar), a property investment fund. QIA is estimated to hold in excess of $60 billion of assets. In October 2008 QIA were linked with a takeover of Everton F.C. in a deal worth £200million. The rumours were initially dismissed by Everton only to re-emerge in April 2009. |
SWF |
|
|
Qatar Investment Authority |
Monia |
Akrami |
Chief Financial Officer |
974 4499 5900 |
|
monia@qia.qa |
ceooffice@qia.qa |
P.O. Box 23224 |
Doha |
|
|
Qatar |
Asia |
https://www.linkedin.com/in/monia-akrimi-01040641/ |
Oil, Equity and Fixed Income, Hedge Funds, Private Equity, Real Estate |
|
62 |
|
|
https://www.qia.qa/ |
The Qatar Investment Authority was founded in 2005 to manage the extra oil and natural gas surpluses that Qatar Government were receiving. The QIA wholly controls the Qatari Diar Real Estate Investment Company (Qatari Diar), a property investment fund. QIA is estimated to hold in excess of $60 billion of assets. In October 2008 QIA were linked with a takeover of Everton F.C. in a deal worth £200million. The rumours were initially dismissed by Everton only to re-emerge in April 2009. |
SWF |
|
| 542 |
QP Wealth Management, LLC |
Thomas |
Leidner |
Co-Chief Investment Officer, Portfolio Manager, Co-Founder |
(732) 526-2701 |
(732) 526-2712 |
tleidner@qpwealthmanagement.com |
info@qpwealthmanagement.com |
301 Yamato Rd., Suite 3194 |
Boca Raton |
FL |
33431 |
United States of America |
North America |
https://www.linkedin.com/in/thom-leidner-406964190/ |
Portfolio Management, Strategic Wealth Strategies, Estate Planning, Family Governance, Wealth Education, Business Succession Planning, Tax Strategies, Philanthropy Management, Life Stage Navigation Services, Lifestyle Advisory, Private Healthcare Advisory |
2.019 |
$215M |
|
https://www.linkedin.com/company/qpwealthmanagement/ |
https://www.qpwealthmanagement.com/ |
QP is a multi-family financial services firm, offering comprehensive wealth management services with extensive knowledge of alternative investments. We build both confidence and wealth by connecting with great people like you. We focus on your business ventures with the confidence of trusted stewardship. |
MF |
|
|
QP Wealth Management, LLC |
Lisa |
Heerwagen |
Chief Operating Officer, Chief Compliance Officer, Co-Founder |
(732) 526-2701 |
(732) 526-2712 |
lheerwagen@qpwealthmanagement.com |
info@qpwealthmanagement.com |
301 Yamato Rd., Suite 3194 |
Boca Raton |
FL |
33431 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-heerwagen-516287179/ |
Portfolio Management, Strategic Wealth Strategies, Estate Planning, Family Governance, Wealth Education, Business Succession Planning, Tax Strategies, Philanthropy Management, Life Stage Navigation Services, Lifestyle Advisory, Private Healthcare Advisory |
2.019 |
$215M |
|
https://www.linkedin.com/company/qpwealthmanagement/ |
https://www.qpwealthmanagement.com/ |
QP is a multi-family financial services firm, offering comprehensive wealth management services with extensive knowledge of alternative investments. We build both confidence and wealth by connecting with great people like you. We focus on your business ventures with the confidence of trusted stewardship. |
MF |
|
|
QP Wealth Management, LLC |
James |
Lloyd |
Co-Founder, CEO & Co-Chief Investment Officer |
(732) 526-2701 |
(732) 526-2712 |
jlloyd@qpwealthmanagement.com |
info@qpwealthmanagement.com |
301 Yamato Rd., Suite 3194 |
Boca Raton |
FL |
33431 |
United States of America |
North America |
https://www.linkedin.com/in/jim-lloyd-968ab6187/ |
Portfolio Management, Strategic Wealth Strategies, Estate Planning, Family Governance, Wealth Education, Business Succession Planning, Tax Strategies, Philanthropy Management, Life Stage Navigation Services, Lifestyle Advisory, Private Healthcare Advisory |
2.019 |
$215M |
|
https://www.linkedin.com/company/qpwealthmanagement/ |
https://www.qpwealthmanagement.com/ |
QP is a multi-family financial services firm, offering comprehensive wealth management services with extensive knowledge of alternative investments. We build both confidence and wealth by connecting with great people like you. We focus on your business ventures with the confidence of trusted stewardship. |
MF |
|
| 543 |
Quadrum Global |
Bryan |
Davis |
Senior Vice President, Real Estate Private Equity Professional |
Mobile: (415) 627-8487 |
|
bryanjda@gmail.com |
info_usa@quadrumglobal.com |
407 Lincoln Road, Suite 304 |
Miami Beach |
FL |
33139 |
United States of America |
North America |
https://www.linkedin.com/in/bryanjda/ |
Land, Property, Hotel, Hospitality, Senior Housing |
2.013 |
$1B |
|
https://www.linkedin.com/company/quadrum-global/ |
https://www.quadrumglobal.com/ |
Quadrum is an international private equity investment and advisory house focussing on long-term tangible assets and investments, particularly property and land. The firm initially developed as part of the Cube Capital Group, an alternative investment house, and became independent after a spin-off in 2013. Leveraging the experience of our international team and affiliates we seek to unlock distressed and repositioning opportunities in the mature markets of US and Europe as well as greenfield development projects and special situations in select emerging markets. |
PERE |
|
| 544 |
Quartet Family Office |
Luke |
Dugdale |
Founding Partner |
34 645 927 437 |
|
l.dugdale@quartetfo.com |
info@quartetfo.com |
|
Palma de Mallorca |
|
|
Spain |
Europe |
https://www.linkedin.com/in/luke-dugdale-04878011/ |
Alternative Investment, Alternative Funds, Luxury, Cars, Alternative Assets |
2.020 |
|
|
London Office |
http://quartetfo.com/ |
Quartet is a Multi Family Office that works with a range of UHNW families across the world supplying alternative investable assets and advice on specialist wealth management outside of the usual global markets.
We work with UHNW families, asset managers, collectors and operate an end to end seemless process of sourcing through to delivery. |
MF |
|
|
Quartet Family Office |
Edward |
Hathaway |
Founding Member |
34 645 927 437 |
|
e.hathaway@quartetfo.com |
info@quartetfo.com |
|
Palma de Mallorca |
|
|
Spain |
Europe |
https://www.linkedin.com/in/edward-hathaway-ab5326172/ |
Alternative Investment, Alternative Funds, Luxury, Cars, Alternative Assets |
2.020 |
|
|
London Office |
http://quartetfo.com/ |
Quartet is a Multi Family Office that works with a range of UHNW families across the world supplying alternative investable assets and advice on specialist wealth management outside of the usual global markets.
We work with UHNW families, asset managers, collectors and operate an end to end seemless process of sourcing through to delivery. |
MF |
|
|
Quartet Family Office |
Joe |
Tomaszewski |
Partner |
34 645 927 437 |
|
j.tomaszewski@quartetfo.com |
info@quartetfo.com |
|
Palma de Mallorca |
|
|
Spain |
Europe |
https://www.linkedin.com/in/joet08/ |
Alternative Investment, Alternative Funds, Luxury, Cars, Alternative Assets |
2.020 |
|
|
London Office |
http://quartetfo.com/ |
Quartet is a Multi Family Office that works with a range of UHNW families across the world supplying alternative investable assets and advice on specialist wealth management outside of the usual global markets.
We work with UHNW families, asset managers, collectors and operate an end to end seemless process of sourcing through to delivery. |
MF |
|
| 545 |
Quaternion Capital Management |
Riccardo |
Capelvenere |
Director |
852 2297 2416 |
|
rc@currenxie.com |
|
Level 8, Two Exchange Square, 8 Connaught Place |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/riccardocapelvenere/ |
Private Equity, Real Estate, Hedge Funds |
2.011 |
|
rcapelvenere@gmail.com |
https://currenxie.com/ |
http://quaternioncapital.com/ |
Quaternion Capital is a multi-family office based in Hong Kong focusing on quantitatively driven investment strategies. |
MF |
|
| 546 |
Queens Gate Investments, LLC |
Simon |
Shaner |
Managing Member |
(801) 661-6465 |
|
simon.shaner@gmail.com |
|
1633 W. Innovation Way, 5th Floor |
Lehi |
UT |
84043 |
United States of America |
North America |
https://www.linkedin.com/in/simon-s-7ab511/ |
Commercial Real Estate, Franchise Restaurants, Cash-flowing Businesses of all Types, Private Equity, Hedge Funds, Direct Investments, Real Estate, Venture Capital, Clean Energy |
2.017 |
|
|
https://energi.us/ |
|
Queens Gate Investments is a single family office that invests in commercial real estate, franchise restaurants and cash-flowing businesses of all types. |
SF |
|
| 547 |
RAAY Global Investments Private Limited - Patni Family Office |
Amit |
Patni |
Chairman |
91 22 67 4238 0812 |
91 22 6742 3815 |
amit@raayinvestments.com |
info@raayinvestments.com |
The Capital, A-Unit No. 1106, BKC, Bandra East |
Mumbai |
|
400051 |
India |
Asia |
https://www.linkedin.com/in/patniamit/ |
Mutual Funds, Equities, Bonds, Alternate Investment Funds, Hedge Funds, Private Equity, Real Estate, Commodities/Currencies, Business Stakes, Funding Proposals |
2.002 |
|
amitpatni1966@gmail.com, info@nirvanaventures.in |
|
https://raayinvestments.com/ |
RAAY is the Single Family Office of the Amit Patni Group and offers a holistic approach towards asset management and capital preservation for the family. |
SF |
|
|
RAAY Global Investments Private Limited - Patni Family Office |
Benaifer |
Malandkar |
Chief Investment Offcier |
91 98 2075 2779 |
91 22 6742 3815 |
benaifer@raayinvestments.com |
info@raayinvestments.com |
The Capital, A-Unit No. 1106, BKC, Bandra East |
Mumbai |
|
400051 |
India |
Asia |
https://www.linkedin.com/in/benaifer-malandkar-679287a/ |
Mutual Funds, Equities, Bonds, Alternate Investment Funds, Hedge Funds, Private Equity, Real Estate, Commodities/Currencies, Business Stakes, Funding Proposals |
2.002 |
|
|
|
https://raayinvestments.com/ |
RAAY is the Single Family Office of the Amit Patni Group and offers a holistic approach towards asset management and capital preservation for the family. |
SF |
|
|
RAAY Global Investments Private Limited - Patni Family Office |
Sushant |
Kumar |
Fund-Manager Equity |
91 22 67 4238 0812 |
91 22 6742 3815 |
sushant@raayinvestments.com |
info@raayinvestments.com |
The Capital, A-Unit No. 1106, BKC, Bandra East |
Mumbai |
|
400051 |
India |
Asia |
https://www.linkedin.com/in/sushant-kumar-9119548/ |
Mutual Funds, Equities, Bonds, Alternate Investment Funds, Hedge Funds, Private Equity, Real Estate, Commodities/Currencies, Business Stakes, Funding Proposals |
2.002 |
|
|
|
https://raayinvestments.com/ |
RAAY is the Single Family Office of the Amit Patni Group and offers a holistic approach towards asset management and capital preservation for the family. |
SF |
|
|
RAAY Global Investments Private Limited - Patni Family Office |
Dharmendra |
Desai |
Vice President Finance & Accounts |
91 22 67 4238 0812 |
91 22 6742 3815 |
dharmendra@raayinvestments.com |
info@raayinvestments.com |
The Capital, A-Unit No. 1106, BKC, Bandra East |
Mumbai |
|
400051 |
India |
Asia |
https://www.linkedin.com/in/dharmendra-desai-729b288a/ |
Mutual Funds, Equities, Bonds, Alternate Investment Funds, Hedge Funds, Private Equity, Real Estate, Commodities/Currencies, Business Stakes, Funding Proposals |
2.002 |
|
|
|
https://raayinvestments.com/ |
RAAY is the Single Family Office of the Amit Patni Group and offers a holistic approach towards asset management and capital preservation for the family. |
SF |
|
| 548 |
RBC Wealth Management |
Tom |
Sagissor |
President, RBC Wealth Management - US |
(612) 371-2811 |
(612) 371-2745 |
tom.sagissor@rbc.com |
WMIchoices@rbc.com |
RBC Plaza 60 South Sixth Street |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-sagissor-7224618b |
|
1.869 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://www.rbcwealthmanagement.com/us/en/ |
RBC Wealth Management, Inc. provides wealth management services for the high net worth individuals, and corporate and institutional clients. Its services include trust and fiduciary, credit and financing, international tax consultancy, online banking, debit and credit cards, term deposit accounts, dual-currency deposits, and foreign exchange. The company also provides global custody, custodian trustee, letters of credit, investment management, stock and share plan administration, pension plans, employee benefit trusts, employee nominee facility, private equity and property fund administration, participant, private banking, structured products, and investment fund services. In addition, it offers a cloud-based investment platform that gives access to private equity and hedge funds across sectors and stages to financial advisors and clients. |
WM |
|
|
RBC Wealth Management |
Janet |
Engels |
Director of Portfolio Advisory Group,
U.S. Equities |
(612) 371-2811 |
(612) 371-2745 |
janet.engels@rbc.com |
WMIchoices@rbc.com |
RBC Plaza 60 South Sixth Street |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/janet-engels-83b02512 |
|
1.869 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://www.rbcwealthmanagement.com/us/en/ |
RBC Wealth Management, Inc. provides wealth management services for the high net worth individuals, and corporate and institutional clients. Its services include trust and fiduciary, credit and financing, international tax consultancy, online banking, debit and credit cards, term deposit accounts, dual-currency deposits, and foreign exchange. The company also provides global custody, custodian trustee, letters of credit, investment management, stock and share plan administration, pension plans, employee benefit trusts, employee nominee facility, private equity and property fund administration, participant, private banking, structured products, and investment fund services. In addition, it offers a cloud-based investment platform that gives access to private equity and hedge funds across sectors and stages to financial advisors and clients. |
WM |
|
|
RBC Wealth Management |
Craig |
Bishop |
Vice President, Lead Strategist US Fixed Income Strategies Group |
(612) 371-2811 |
(612) 371-2745 |
craig.bishop@rbc.com |
WMIchoices@rbc.com |
RBC Plaza 60 South Sixth Street |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/craig-a-bishop-851803a1 |
|
1.869 |
|
|
https://www.linkedin.com/company/rbc-wealth-management/ |
https://www.rbcwealthmanagement.com/us/en/ |
RBC Wealth Management, Inc. provides wealth management services for the high net worth individuals, and corporate and institutional clients. Its services include trust and fiduciary, credit and financing, international tax consultancy, online banking, debit and credit cards, term deposit accounts, dual-currency deposits, and foreign exchange. The company also provides global custody, custodian trustee, letters of credit, investment management, stock and share plan administration, pension plans, employee benefit trusts, employee nominee facility, private equity and property fund administration, participant, private banking, structured products, and investment fund services. In addition, it offers a cloud-based investment platform that gives access to private equity and hedge funds across sectors and stages to financial advisors and clients. |
WM |
|
| 549 |
RBF Capital, LLC |
Richard |
Fullerton |
General Partner |
(970) 319-8253 |
|
richard@fullertonlp.com |
computing@fullertonlp.com |
3047 Fillmore Street |
San Francisco |
CA |
94123 |
United States of America |
North America |
https://www.linkedin.com/in/richardbfullerton/ |
Long/Short Hedge Fund |
1.996 |
|
|
https://www.linkedin.com/company/rbf-capital-llc/ |
https://rbfcapital.com/ |
RBF Capital is a private family office based in San Francisco, California. The firm was formed in 1996 along with Fullerton Capital Partners (FCP), a long/short hedge fund. In 2008, we added a second fund, Sycamore Opportunities, to focus on distressed debt, recaps, and special situations in the wake of the financial crisis.
From inception through 2012, pretax IRR's for both funds averaged 40% per year. In 2012, RBF distributed client funds to become a private family office. The principal, Richard Fullerton, developed a passion for value investing at age 11, and ran a hedge fund at The Boston Company prior to establishing RBF Capital. |
SF |
|
| 550 |
RBM Venture Company |
Rawleigh |
Martin |
Chief Operating Officer |
(901) 937-2124 |
(901) 821-4250 |
rawl@rbmvco.com |
|
55 East Main Street, Suite 102 |
Chattanooga |
TN |
37408 |
United States of America |
North America |
|
Private Equity, Real Estate, Venture Capital, Hedge Funds |
1.995 |
$70M |
|
http://www.briarcrest.com/page/about/board-of-trustees |
https://rbmventure.com/ |
RBM is a single family office for a Memphis, TN high net worth family. |
SF |
|
|
RBM Venture Company |
Scott |
Imorde |
President |
(901) 937-2115 |
(901) 821-4250 |
scott@rbmvco.com |
|
55 East Main Street, Suite 102 |
Chattanooga |
TN |
37408 |
United States of America |
North America |
https://www.linkedin.com/in/scott-imorde-b569186/ |
Private Equity, Real Estate, Venture Capital, Hedge Funds |
1.995 |
$70M |
|
|
https://rbmventure.com/ |
RBM is a single family office for a Memphis, TN high net worth family. |
SF |
|
| 551 |
Renalco SA |
Paul |
Perrin |
Director |
41 223 211 700 |
41 227 811 159 |
paul.perrin@renalco.ch |
info@renalco.ch |
Rue du Général-Dufour 15 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/paul-perrin-5958a098/ |
Real Estate, Private Equity, Hedge Funds, Stocks, Bonds |
1.978 |
|
|
https://www.linkedin.com/company/renalco-sa/ |
https://renalco.ch/ |
RENALCO is a Geneva-based independent asset management company offering multi family office services. |
MF |
|
|
Renalco SA |
Olivier |
Reymond |
Executive Vice President |
41 223 211 700 |
41 227 811 159 |
olivier.reymond@renalco.ch |
info@renalco.ch |
Rue du Général-Dufour 15 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/olivier-reymond-28600539/ |
Real Estate, Private Equity, Hedge Funds, Stocks, Bonds |
1.978 |
|
|
https://www.linkedin.com/company/renalco-sa/ |
https://renalco.ch/ |
RENALCO is a Geneva-based independent asset management company offering multi family office services. |
MF |
|
|
Renalco SA |
Micheline |
Hayoz |
Director |
41 223 211 700 |
41 227 811 159 |
micheline.hayoz@renalco.ch |
info@renalco.ch |
Rue du Général-Dufour 15 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
|
Real Estate, Private Equity, Hedge Funds, Stocks, Bonds |
1.978 |
|
|
https://www.linkedin.com/company/renalco-sa/ |
https://renalco.ch/ |
RENALCO is a Geneva-based independent asset management company offering multi family office services. |
MF |
|
|
Renalco SA |
Merita |
Ramusi |
Director |
41 223 211 700 |
41 227 811 159 |
merita.ramusi@renalco.ch |
info@renalco.ch |
Rue du Général-Dufour 15 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/merita-ramusi-4051391a0/ |
Real Estate, Private Equity, Hedge Funds, Stocks, Bonds |
1.978 |
|
|
https://www.linkedin.com/company/renalco-sa/ |
https://renalco.ch/ |
RENALCO is a Geneva-based independent asset management company offering multi family office services. |
MF |
|
| 552 |
Renascence Capital |
Zachary |
Linaker |
Senior Partner |
86 21 61 010 057 |
|
zachary.linaker@renascence-capital.com |
info@renascence-capital.com |
23/F, Citigroup Tower, 33 Huayuanshiqiao Road, Pudong New District |
Shanghai |
|
200120 |
People's Republic of China |
Asia |
https://www.linkedin.com/in/zacklinaker/ |
Education, Protection, Real estate, Hedge Funds & Private Placement, Lifestyle Management, Alternatives |
2.018 |
$100M |
|
https://www.renascence-pensions.com/ |
https://www.renascence-capital.com/ |
Renascence Capital operates as an international multi-family office catering to the very specific investment management and advisory needs of private clients.
Constituting a team of truly independent advisers, technical analysts and institutional partners, we offer a bespoke advisory service backed by a discreet, experienced and professional approach.
The company was founded on the understanding of a demand for more cost-effective, superior service and solutions when it comes to managing the investment and lifestyle needs of international individuals and families.
Working with clients across the globe, our unique advisory approach is designed to deliver longer-lasting relationships with unparalleled results. |
MF |
|
|
Renascence Capital |
Jordan |
Buckley |
Founder & Managing Partner |
86 21 61 010 057 |
|
jordan.buckley@renascence-capital.com |
info@renascence-capital.com |
23/F, Citigroup Tower, 33 Huayuanshiqiao Road, Pudong New District |
Shanghai |
|
200120 |
People's Republic of China |
Asia |
https://www.linkedin.com/in/jordan-buckley-03a24867/ |
Education, Protection, Real estate, Hedge Funds & Private Placement, Lifestyle Management, Alternatives |
2.018 |
$100M |
|
https://www.linkedin.com/company/renascence-capital/ |
https://www.renascence-capital.com/ |
Renascence Capital operates as an international multi-family office catering to the very specific investment management and advisory needs of private clients.
Constituting a team of truly independent advisers, technical analysts and institutional partners, we offer a bespoke advisory service backed by a discreet, experienced and professional approach.
The company was founded on the understanding of a demand for more cost-effective, superior service and solutions when it comes to managing the investment and lifestyle needs of international individuals and families.
Working with clients across the globe, our unique advisory approach is designed to deliver longer-lasting relationships with unparalleled results. |
MF |
|
| 553 |
Rental Property Lending Group of America, Inc. |
Bob |
Green |
President |
(844) 871-3918 |
|
bob@fundmy.rehab |
bob@fundmy.rehab |
12533 Surrey Ct. |
Mokena |
IL |
60448 |
United States of America |
North America |
https://www.linkedin.com/in/bob-green-62b316b0/ |
Rehab, 1-4 and 5+ Multi Unit Properties Nationwide, Hard Money, Private Equity, Hedge Funds, Fix and Flip |
1.999 |
|
|
|
https://rplgfund.com/ |
RPLG is a real estate investment and finance company specializing in helping real estate investors grow their business. We provide loans for both fix n flip and buy hold investors.
Because we are aligned with hard money, private equity, hedge funds, and other conventional and unconventional lending partners, we are able to offer just about any type of financing structure to help our investors achieve their goals. |
Private Equity, Fix and Flip |
|
| 554 |
Retaining Aspen Tree, LLC |
Thomas |
Haug |
Founder & CEO |
Direct: (516) 945-7500 |
|
thaug@aspentreeadvisory.com |
|
230 Park Ave. |
New York |
NY |
10169 |
United States of America |
North America |
https://www.linkedin.com/in/thomasjhaug/ |
Venture Capital, Private Equity, Alternative Investments |
2.015 |
|
thaug@idi.group, info@idi.group |
https://www.idi.group/ |
https://www.aspentreeadvisory.com/index.html |
Retaining Aspen Tree, as an internal or external advisor (MFO) can be the key to managing your business, wealth and key decisions. This will alleviate the burden of being over staffed or overworked. We pride ourselves in assisting you in making those key decisions and getting subject matter experts involved at the right time. Engaging us will leave you more time to enjoy what is important in your life. Having worked with ultra-high-net-worth individuals for over 15 years personally and 60+ years as a combined core team, we’ve built an extensive network of resources and key industry relationships to help administer your family legacy. We also serve as a networking, business development, culture consulting and marketing resource. Our experience enables us to assess your individual and business circumstances then recommend the appropriate resources that can best benefit your business and family. |
MF |
|
| 555 |
Rhine Asset Management Company Limited |
Maggie |
Chou |
R.O. |
852 2808 1915 |
|
man.ng@rhineamc.com |
|
Room 07, 35/F, Bank of America Tower, 12 Harcourt Road |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/maggie-chou-b2ba8454/ |
Private Equity Funds, Alternative Investments |
|
|
|
|
https://rhineamc.com/ |
Rhine Asset Management Company Limited is a multi-family office and asset management company headquartered in Hong Kong. The company holds an asset management services license under the Securities and Futures Commission of Hong Kong (SFC). We provide one-stop wealth management and portfolio management services, ie. setting up trust, estate inheritance planning, insurance consultation, to high-net-worth individuals, families, and businesses to help them properly preserve and grow their assets. We take an objective position on the financial products. Our investment decisions and recommendations are based on our professional knowledge and in-depth research and understanding of financial markets, to achieve the best long-term interests of our clients. |
MF |
|
| 556 |
Richard Austin Companies, Inc. |
Richard |
Marotto |
Founder & President |
(516) 413-6132 |
|
richard.marotto@eassets.com |
info@richardaustin.com |
38 Downhill Lane |
Wantagh |
NY |
11793 |
United States of America |
North America |
https://www.linkedin.com/in/richard-p-marotto-a9105917/ |
Alternative Investments, Hedge Funds, Real Estate |
2.002 |
|
|
https://www.facebook.com/richardaustincompanies/ |
http://www.richardaustin.com/ |
RAC operates as a multi-family office. RAC offers comprehensive wealth management, investment advisory and oversight, fiduciary and administrative services to individuals and families. RAC has the capability to act as your family’s coordinator or ‘financial general contractor’ to integrate your entire investment and financial plan between the family members, our office and outside professionals and advisors. |
MF |
|
| 557 |
RMB Jacobus |
Dan |
Matola |
President & Chief Investment Officer |
(414) 475-6565 |
(414) 475-0317 |
danm@jacobuswm.com |
|
10361 W. Innovation Dr., Suite 350 |
Milwaukee |
WI |
53226 |
United States of America |
North America |
https://www.linkedin.com/in/dan-matola-cfa-63839610a/ |
Alternative Investments |
1.985 |
$800M |
|
https://www.linkedin.com/company/rmbcapital/ |
https://rmbcapital.com/ |
RMB Family Office Services is predicated on the understanding that increased wealth and increased complexity tend to go hand in hand—and that complexity, by its very nature, cannot be uniformly defined. For this reason, flexibility is the defining characteristic of our service model. Based on the nature and scope of services you desire, we tailor solutions and customize a corresponding pricing agreement. We can accommodate a wide range of realities and possibilities for multigenerational families, whether you have an established family office, prefer a fully outsourced approach, or wish for something in between. |
MF |
|
|
RMB Jacobus |
Peter |
Bach |
Chairman & Chief Executive Officer |
(414) 475-6565 |
(414) 475-0317 |
peterb@jacobuswm.com |
|
10361 W. Innovation Dr., Suite 350 |
Milwaukee |
WI |
53226 |
United States of America |
North America |
https://www.linkedin.com/in/peter-bach-2111245/ |
Alternative Investments |
1.985 |
$800M |
|
https://www.linkedin.com/company/rmbcapital/ |
https://rmbcapital.com/ |
RMB Family Office Services is predicated on the understanding that increased wealth and increased complexity tend to go hand in hand—and that complexity, by its very nature, cannot be uniformly defined. For this reason, flexibility is the defining characteristic of our service model. Based on the nature and scope of services you desire, we tailor solutions and customize a corresponding pricing agreement. We can accommodate a wide range of realities and possibilities for multigenerational families, whether you have an established family office, prefer a fully outsourced approach, or wish for something in between. |
MF |
|
| 558 |
RMS Investment Group, LLC |
Erik |
Garlitz |
Chief Investment Officer |
(216) 592-1321 |
(216) 575-1395 |
egarlitz@rmscorporations.com |
|
50 Public Square, Suite 1600 |
Cleveland |
OH |
44113 |
United States of America |
North America |
https://www.linkedin.com/in/erikgarlitz/ |
Real Estate, Asset/Investment Management, Asset Allocation Strategy & Execution, Investment Portfolio Construction, Hedge Funds, Fundamental & Technical Investment Analysis, Complex Securities Trading, and Private Equity & Venture Capital Investment including Direct & Co-Investments |
2.012 |
|
|
|
|
RMS Investment Group is a Cleveland, Ohio-based high net worth single family office firm. RMS serives as the Family Office for the founding families of Forest City Realty Trust (NYSE: FCE.A), a real estate investment trust headquartered in Cleveland, Ohio. Forest City owns, develops, manages, and acquires real estate across the U.S. RMS provides comprehensive in-house services and expertise with respect to Investments, Accounting, Tax, Legal, and Real Estate. |
SF |
|
| 559 |
Rockwell Capital Management, LLC |
Brian |
Sewell |
Founder |
(435) 233-7879 |
|
brian@rockwellcm.com |
|
777 N Rainbow Blvd. |
Las Vegas |
NV |
89107 |
United States of America |
North America |
https://www.linkedin.com/in/briansewell2/ |
Cryptocurrency, Family Office, Blockchain Technology, Alternative Investments, Asset Diversification, Financial Payments Technology, Banking Infrastructure, Economic Development, Goods and Services, Access Data |
2.018 |
$1.1B |
|
https://ziontrades.com/ |
https://rockwellcm.com/ |
Rockwell Capital is the family office of cryptocurrency investor Brian G. Sewell. Our mission is to increase the global adoption of cryptocurrency and blockchain technology, which promises to create significant financial savings and societal benefits by providing an efficient, secure, low-cost way to transact for goods and services, update ledgers, execute contracts, and access data. We provide educational content and forums for other family offices and high net worth individuals about cryptocurrency and blockchain technology as a transformative technology and an emerging asset class. Brian first developed a system for ACH electronic financial transactions as an executive for World Savings (a Fortune 500 Bank sold to Wells Fargo), before striking out on his own as a financier and managing over $1.1 billion in assets. His banking experience spurred him in 2013 to invest in bitcoin, and in 2014, to become an independent cryptocurrency liquidity provider. That business evolved into Rockwell Trades, a personalized cryptocurrency trading service for trades of $100,000 or more. Brian's cryptocurrency liquidity and investment activities also funded Rockwell Capital, a family office that invests in cryptocurrency while educating high net worth investors and family offices about this transformational technology and emerging asset class. Zion Trades is affiliated with Rockwell Capital Management, LLC. |
SF |
|
| 560 |
Rooftop Ventures LLC |
Leeana |
Smith-Ryland |
Chief Financial Officer |
(808) 674-9157 |
|
lsmith-ryland@hawaiiteleport.com |
|
91-340 Farrington Highway |
Kapolei |
HI |
96707 |
United States of America |
North America |
https://www.linkedin.com/in/smithryland/ |
Alternative Investments, Hedhe Funds, Technology |
2.006 |
|
|
http://www.hawaiiteleport.com/ |
https://www.linkedin.com/company/rooftop-ventures-llc_2/ |
Rooftop Ventures, a Single Family Office focused on primarily direct investments in private equity/venture capital and Real Estate, early stage development projects. |
SF |
|
| 561 |
Rosetta Investments, Ltd. |
Ilan |
Weil |
Chief Investment Officer |
972 3 540 9991 |
|
ilanw@rosetta-investments.com |
info@rosetta-investments.com |
16 Abba Eban Blvd. |
Herzliya Pituach |
|
467256 |
Israel |
Asia |
https://www.linkedin.com/in/ilan-weil-09370411/ |
Private Equity, Real Estate and Hedge Funds. |
2.008 |
|
|
https://www.linkedin.com/company/rosetta-investments/ |
https://rosetta-investments.com/ |
Rosetta Investments, Is an independent Multi-Family Office service established in 2008 and based in Israel. Investing in financial markets can often appear daunting and confusing, but it doesn’t need to be. At Rosetta Investments we will guide you step by step through the complex world of finance to ensure you meet your financial goals while remaining in control of your assets. |
MF |
|
|
Rosetta Investments, Ltd. |
Orit |
Raviv-Swery |
Managing Director |
972 3 540 9991 |
|
orit@rosetta-investments.com |
info@rosetta-investments.com |
16 Abba Eban Blvd. |
Herzliya Pituach |
|
467256 |
Israel |
Asia |
https://www.linkedin.com/in/orit-raviv-swery-13641217/ |
Private Equity, Real Estate and Hedge Funds. |
2.008 |
|
|
https://www.linkedin.com/company/rosetta-investments/ |
https://rosetta-investments.com/ |
Rosetta Investments, Is an independent Multi-Family Office service established in 2008 and based in Israel. Investing in financial markets can often appear daunting and confusing, but it doesn’t need to be. At Rosetta Investments we will guide you step by step through the complex world of finance to ensure you meet your financial goals while remaining in control of your assets. |
MF |
|
| 562 |
RWR Investments LLC |
Willing |
Ryan |
Founder, Managing Member & Chief Investment Officer |
(214) 308-1970 Ext. 101 |
|
wryan@rwrinvestments.com |
info@rwrinvestments.com |
3131 Turtle Creek Blvd., Suite 615 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/willingryan/ |
Long-only Public Equity, Fixed Income, Private Equity, Hedge Funds, Real Assets |
2.011 |
|
|
|
https://rwrinvestments.com/ |
Founded in 2011 and based in Dallas, Texas, RWR Investments LLC (“RWR” or the “Firm”) was originally created to provide advice and manage the assets of a 6th generation Texas-family.
In 2013, RWR began managing assets for other families through a multi-family office platform. The Firm utilizes the Endowment Model to allocate capital to the following: long-only public equity, fixed income, private equity, hedge funds and real assets. |
MF |
|
|
RWR Investments LLC |
Mari-Kathryn |
Braswell |
Chief Financial Officer |
(214) 308-1970 Ext. 103 |
|
mk@rwrinvestments.com |
info@rwrinvestments.com |
3131 Turtle Creek Blvd., Suite 615 |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/mari-kathryn-braswell-4b7781139/ |
Long-only Public Equity, Fixed Income, Private Equity, Hedge Funds, Real Assets |
2.011 |
|
|
|
https://rwrinvestments.com/ |
Founded in 2011 and based in Dallas, Texas, RWR Investments LLC (“RWR” or the “Firm”) was originally created to provide advice and manage the assets of a 6th generation Texas-family.
In 2013, RWR began managing assets for other families through a multi-family office platform. The Firm utilizes the Endowment Model to allocate capital to the following: long-only public equity, fixed income, private equity, hedge funds and real assets. |
MF |
|
| 563 |
Ryco Management |
Frederick |
Cornelis |
Chief Executive Officer |
|
|
|
info@rycomanagement.com |
Pelikaanstraat 3 |
Antwerp |
|
2018 |
Belgium |
Europe |
|
Staple Industries, Alternative Investments, Hedge Funds, Loans, Real Estate, Structured Products |
|
|
|
https://www.linkedin.com/company/rycomanagement/about/ |
https://www.rycomanagement.com/ |
Ryco Management is a boutique multi-family office built on our founding family’s long-standing core values and principles. Based in Belgium, we provide expert wealth management and investment advisory services to a global clientele. From high net-worth families and entrepreneurs to foundations and trusts, we assist long-term investors safeguard their assets while advising on continued opportunities for growth.
We manage your portfolio to be tailored to your specific investment needs and risk profile. Our portfolio strategy is centered on intelligent asset allocation and diversification to improve returns and mitigate risk. Our verified investment solutions combine traditional investments in staple industries and alternative investments, including hedge funds, loans, real estate, and structured products. Continuous management of your portfolio measures current performance, risk factors, control of investments, costs, and yields. These practices help your portfolio withstand any unexpected market volatility and uncertain circumstances. |
MF |
|
| 564 |
Sabban Holdings Limited |
Hugo |
Martín Mendez |
Chief Investment Officer |
971 4 511 9000 |
971 4 511 9099 |
hugo@sabbangroup.com |
info@sabbangroup.com |
Level 23, North Tower, Emirates Financial Centre, DIFC, P.O. Box 506867 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/hugo-martin-mendez-a73930/ |
Equities, Fixed Income, Private Equity, Hedge Funds, Real Estate and Commodities and made Direct Investments |
2.013 |
|
|
|
http://sabbangroup.com/ |
Sabban Holdings is a DIFC registered Single Family Office managing all the assets of the Al-Sabban Family. |
SF |
|
|
Sabban Holdings Limited |
Inga |
Henderson |
Operations Officer |
971 4 511 9000 |
971 4 511 9099 |
inga@sabbangroup.com |
info@sabbangroup.com |
Level 23, North Tower, Emirates Financial Centre, DIFC, P.O. Box 506867 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/inga-henderson-8a951b9/ |
Equities, Fixed Income, Private Equity, Hedge Funds, Real Estate and Commodities and made Direct Investments |
2.013 |
|
|
|
http://sabbangroup.com/ |
Sabban Holdings is a DIFC registered Single Family Office managing all the assets of the Al-Sabban Family. |
SF |
|
| 565 |
SAF & Co. |
Bruno |
Kriegel |
Business Development Manager |
41 228 191 555 |
|
bkriegel@hotmail.com |
|
Cours de Rive 4 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/bruno-kriegel-8867a722/ |
Mutual Funds, ETFs, Niche Hedge Fund, Long Only Managers, Structured Products, Private Equity |
2.007 |
$1B |
contato@akmcapital.com |
https://www.linkedin.com/company/saf-co-financial-services/ |
https://www.safandco.com/ |
SAF & Co is a multi family office that started business in 2007 as an investment company for private investors. SAF & Co offers multiple model portfolios to meet risk/returns client profiles. Working in an open architecture, our team proposes a wide range of investment solutions, which aside of Mutual funds and ETFs, includes a selection of niche hedge fund and long only managers, structured products and private equity deals.
Based in Switzerland, SAF & Co has established long time relationship with most international banks, which provide best execution price and give access to third party research. |
MF |
|
| 566 |
Sageworth Trust Company |
Timothy |
Brown |
Founder & CEO |
(717) 735-8001 |
(800) 217-1006 |
tbrown@sageworth.com |
|
1861 Santa Barbara Drive |
Lancaster |
PA |
17601 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-brown-3b66095/ |
Alternative Investments |
2.001 |
$2B |
lbrown@sageworth.com |
https://www.linkedin.com/in/wendy-valle-b753ab10/ |
https://sageworth.com/ |
Sageworth, a Lancaster-based multi-family office, trust company other factors have become more important in determining and advisory firm, has increased assets under management by investor loyalty. |
MF |
Sioux Falls Office:
300 S Phillips Ave, Suite 206
Sioux Falls, SD 57104 |
|
Sageworth Trust Company |
Beth |
Stawitzky |
Wealth Strategist |
Direct: (717) 735-8058 |
(800) 217-1006 |
bstawitzky@sageworth.com |
|
1861 Santa Barbara Drive |
Lancaster |
PA |
17601 |
United States of America |
North America |
|
Alternative Investments |
2.001 |
$2B |
|
https://www.linkedin.com/in/melanie-funk-61a11a12/ |
https://sageworth.com/ |
Sageworth, a Lancaster-based multi-family office, trust company other factors have become more important in determining and advisory firm, has increased assets under management by investor loyalty. |
MF |
Sioux Falls Office:
300 S Phillips Ave, Suite 206
Sioux Falls, SD 57104 |
| 567 |
Saidler & Co. |
Elemir |
Huszlicska |
Director |
|
|
elemir.huszlicska@saidler.com |
enquiries@saidler.com |
Aegeristrasse 34 |
Zug |
|
6300 |
Switzerland |
Europe |
|
Technology, Hedge Funds, Private Equity, Venture Funds |
|
CHF 300M |
|
|
https://saidler.com/ |
Saidler & Co. is a single family office for Martin Saidler's family controlling assets across the digital financial services, technology and real estate industries through its subsidiaries Statement, Saidler & Co. Capital and Saidler & Co. Property. |
SF |
|
| 568 |
Samara |
Annie |
Boivin |
Managing Director-Tax & Estate Planning |
(514) 360-7010 |
(833) 472-6272 |
aboivin@samara.ca |
info@samara.ca |
1 Westmount Square, Suite 1600 |
Westmount |
QC |
H3Z 2P9 |
Canada |
North America |
https://www.linkedin.com/in/annieboivin/ |
Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate |
2.021 |
|
|
https://www.linkedin.com/company/samaramfo/ |
https://www.samara.ca/ |
Samara is a multi-family office that helps successful families grow and preserve their wealth across generations. A community of families, entrepreneurs and investors who believe that wealth goes beyond money. |
MF |
|
|
Samara |
Mathieu |
Goyette |
Family Office Director |
(514) 360-7010 |
(833) 472-6272 |
mgoyette@samara.ca |
info@samara.ca |
1 Westmount Square, Suite 1600 |
Westmount |
QC |
H3Z 2P9 |
Canada |
North America |
https://www.linkedin.com/in/mathieu-goyette-cfa-18a25359/ |
Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate |
2.021 |
|
|
https://www.linkedin.com/company/samaramfo/ |
https://www.samara.ca/ |
Samara is a multi-family office that helps successful families grow and preserve their wealth across generations. A community of families, entrepreneurs and investors who believe that wealth goes beyond money. |
MF |
|
|
Samara |
Mathieu |
Ducharme |
Family Office Director |
(514) 360-7010 |
(833) 472-6272 |
mducharme@samara.ca |
info@samara.ca |
1 Westmount Square, Suite 1600 |
Westmount |
QC |
H3Z 2P9 |
Canada |
North America |
https://www.linkedin.com/in/mathieu-ducharme-b0994076/ |
Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate |
2.021 |
|
|
https://www.linkedin.com/company/samaramfo/ |
https://www.samara.ca/ |
Samara is a multi-family office that helps successful families grow and preserve their wealth across generations. A community of families, entrepreneurs and investors who believe that wealth goes beyond money. |
MF |
|
|
Samara |
Michael |
Grondin |
President & CEO |
(514) 360-7010 |
(833) 472-6272 |
mgrondin@samara.ca |
info@samara.ca |
1 Westmount Square, Suite 1600 |
Westmount |
QC |
H3Z 2P9 |
Canada |
North America |
https://www.linkedin.com/in/michael-grondin-805b82b/ |
Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate |
2.021 |
|
|
https://www.linkedin.com/company/samaramfo/ |
https://www.samara.ca/ |
Samara is a multi-family office that helps successful families grow and preserve their wealth across generations. A community of families, entrepreneurs and investors who believe that wealth goes beyond money. |
MF |
|
| 569 |
Sandalwood Securities, Inc. |
Vichi |
Hung |
Fund Administration |
(973) 233-8803 |
(973) 233-8801 |
vh@sandalwoodsecurities.com |
investorrelations@sandalwoodsecurities.com |
101 Eisenhower Parkway, 3rd Floor |
Roseland |
NJ |
07068 |
United States of America |
North America |
https://www.linkedin.com/in/vichi-hung-b6631210/ |
|
|
$868M |
|
|
http://www.sandalwoodsecurities.com/ |
Sandalwood Securities is an experienced fund of funds manager specializing in multi-strategy credit. Sandalwood identifies, analyzes, invests in and monitors niche alternative investment strategies and leading hedge fund managers implementing such strategies. These strategies consist of various fundamental value, event driven, debt-oriented strategies including distressed securities, high yield, capital structure arbitrage, senior bank debt, and loan origination, as well as merger arbitrage and traditional long/short equity. Sandalwood’s multi-manager, multi-strategy credit investment approach to investing seeks to provide high net worth individuals and institutional investors the opportunity to increase total portfolio return while reducing the risk of a significant loss of capital. Sandalwood seeks to accomplish this by making asset allocations to alternative investment strategies, such as multi-strategy credit, that are not meaningfully correlated to the stock and bond markets. |
Fund-of-Fund |
|
|
Sandalwood Securities, Inc. |
Joan |
Larson |
Fund Manager |
(973) 233-8830 |
(973) 233-8801 |
jll@sandalwoodsecurities.com |
investorrelations@sandalwoodsecurities.com |
101 Eisenhower Parkway, 3rd Floor |
Roseland |
NJ |
07068 |
United States of America |
North America |
|
|
|
$868M |
|
|
http://www.sandalwoodsecurities.com/ |
Sandalwood Securities is an experienced fund of funds manager specializing in multi-strategy credit. Sandalwood identifies, analyzes, invests in and monitors niche alternative investment strategies and leading hedge fund managers implementing such strategies. These strategies consist of various fundamental value, event driven, debt-oriented strategies including distressed securities, high yield, capital structure arbitrage, senior bank debt, and loan origination, as well as merger arbitrage and traditional long/short equity. Sandalwood’s multi-manager, multi-strategy credit investment approach to investing seeks to provide high net worth individuals and institutional investors the opportunity to increase total portfolio return while reducing the risk of a significant loss of capital. Sandalwood seeks to accomplish this by making asset allocations to alternative investment strategies, such as multi-strategy credit, that are not meaningfully correlated to the stock and bond markets. |
Fund-of-Fund |
|
|
Sandalwood Securities, Inc. |
Laura |
Moore |
Business Development |
(561) 573-2554 |
|
laurarossmoore@gmail.com |
|
101 Eisenhower Parkway |
Roseland |
NJ |
07068 |
United States of America |
North America |
https://www.linkedin.com/in/laura-moore-45b8ab16/ |
Manufactured Housing Funds, Hedge Funds, Private Equity, Real Estate, Venture Capital |
2.016 |
|
|
Tanne Family Office:
2433 South Flagler Drive
West Palm Beach, FL 33401
United States of America |
|
Sandalwood Securities, a Roseland NJ-based Single Family Investment Office. Laura’s career in finance has spanned over 35 years with a focus on global trading of futures and alternative investments. She began her career in the early 1980’s as a trader of soft commodities in Brazil hedging for clients. She is fluent in Portuguese. Returning to the US in the mid 80’s she continued to trade commodities and financial futures building a team of 15 people based in the US and London. This team were among the top producers at Dean Witter.
Laura was the first woman appointed to the Dean Witter Chairman’s club. Her career path changed in the 90’s when she began trading for hedge funds and was involved in relationship management for 4 multi-billion hedge funds. In 2009 she was the Director of Capital Introductions for Societe Generale Corporate and Investment Banking (FKA Newedge).
Laura worked with a team of 150 prime brokerage professionals globally to increase the group’s trading/clearing profits, brand awareness and relationships with institutional hedge fund allocators. She advised hedge fund clients on key features of asset-raising strategies, including target market sector/region, fund and fee structure offerings, IR staffing, seed opportunities, and market trends. Her team produced educational events and customized road shows to highlight manager capabilities to investors.
She currently works with Sandalwood Securities as Senior Vice President , Director of Marketing. She and her husband Fred are involved with Investment Decisions in the alternative space for the Tanne Family Office involving Real Estate, Private Equity, Hedge Funds, Venture Capital and Direct Deals. Laura carries her series 3, 7, 30 and 63.
Laura is involved with a number of philanthropic endeavors focused on animals, health,women's issues and education. |
SF |
|
|
Sandalwood Securities, Inc. |
Mary |
Strother |
Head of Business Development, Single Family Investment Office |
(973) 233-8800 |
(973) 233-8801 |
mas@sandalwoodsecurities.com |
investorrelations@sandalwoodsecurities.com |
101 Eisenhower Parkway, 3rd Floor |
Roseland |
NJ |
07068 |
United States of America |
North America |
https://www.linkedin.com/in/mary-strother-4b38878/ |
Hedge Funds |
1.990 |
$868M |
|
https://www.linkedin.com/company/sandalwood-securities-inc./ |
https://sandalwoodsecurities.com/ |
Sandalwood Securities is an experienced fund of funds manager specializing in multi-strategy credit. Sandalwood identifies, analyzes, invests in and monitors niche alternative investment strategies and leading hedge fund managers implementing such strategies. These strategies consist of various fundamental value, event driven, debt-oriented strategies including distressed securities, high yield, capital structure arbitrage, senior bank debt, and loan origination, as well as merger arbitrage and traditional long/short equity. Sandalwood’s multi-manager, multi-strategy credit investment approach to investing seeks to provide high net worth individuals and institutional investors the opportunity to increase total portfolio return while reducing the risk of a significant loss of capital. Sandalwood seeks to accomplish this by making asset allocations to alternative investment strategies, such as multi-strategy credit, that are not meaningfully correlated to the stock and bond markets. |
SF |
|
| 570 |
Sardona Group AG |
Heiner |
Speich |
Executive Chairman |
Mobile: 507 698 26 952 |
|
heiner.speich@aretibank.com |
info@sardona-group.com |
Calle 50 y Calle 56 Obarrio., Edificio F&F Piso 40 |
Panama City |
|
|
Panama |
North America |
https://www.linkedin.com/in/heiner-speich-750ab243/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
2.012 |
|
|
https://www.aretibank.com/ |
http://www.sardona-group.com/ |
Sardona Group AG is a Swiss-based Multi-Family Office that offers high quality and discrete services and multi solutions around the entire wealth of wealthy international individuals and families around the world.
The objective of Sardona Group AG is to assist and support you as a family with the planning, administration, organization and maintenance of your wealth and estate. We focus on providing an independent and solid strategy and vision, acting as coordinators and sole contact for your needs. |
MF |
|
|
Sardona Group AG |
Cesar |
Gabriel Hernandez |
Advisor to the Board |
41 442 919 000 |
|
cesar.hernandez@aretibank.com |
info@sardona-group.com |
Calle 50 y Calle 56 Obarrio., Edificio F&F Piso 40 |
Panama City |
|
|
Panama |
North America |
https://www.linkedin.com/in/cesarhernandezf/ |
Private Equity, Real Estate, Hedge Funds, Alternative Investments |
2.012 |
|
|
https://www.aretibank.com/ |
http://www.sardona-group.com/ |
Sardona Group AG is a Swiss-based Multi-Family Office that offers high quality and discrete services and multi solutions around the entire wealth of wealthy international individuals and families around the world.
The objective of Sardona Group AG is to assist and support you as a family with the planning, administration, organization and maintenance of your wealth and estate. We focus on providing an independent and solid strategy and vision, acting as coordinators and sole contact for your needs. |
MF |
|
| 571 |
Schaefer Family Office |
Sebastian |
Schaefer |
Principal |
Office: 41 445 864 460, Mobile: 41 763 377 262 |
|
s.schaefer@leibnizgroup.com |
|
Industriestrasse 3 |
Lucerne |
|
CH-6005 |
Switzerland |
Europe |
https://www.linkedin.com/in/sebastian-sch%C3%A4fer-6a96b11a/ |
Machine Learning, Artificial Intelligence, Hedge Funds |
2.003 |
|
|
https://www.leibnizgroup.com/
https://www.greenshoots-capital.de/ |
|
Schaefer Family Office, a private single family office firm for the Schaefer Family. |
SF |
|
| 572 |
Schechter |
Jason |
Zimmerman |
Senior Managing Director |
(248) 731-9500 |
(248) 731-9540 |
jzimmerman@schechterwealth.com |
info@schechterwealth.com |
111 E. Merrill Street, Suite 400 |
Birmingham |
MI |
48009 |
United States of America |
North America |
https://www.linkedin.com/in/jason-zimmerman/ |
|
1.939 |
|
|
https://www.linkedin.com/company/schechter-wealth/ |
https://www.schechterwealth.com/ |
Schechter is a boutique, third generation wealth advisory, multi family office and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. |
MF |
|
|
Schechter |
Bradley |
Feldman |
Senior Wealth Afvisor |
(248) 731-9500 |
(248) 731-9540 |
bfeldman@schechterwealth.com |
info@schechterwealth.com |
111 E. Merrill Street, Suite 400 |
Birmingham |
MI |
48009 |
United States of America |
North America |
https://www.linkedin.com/in/bradleyfeldman/ |
|
1.939 |
|
|
https://www.linkedin.com/company/schechter-wealth/ |
https://www.schechterwealth.com/ |
Schechter is a boutique, third generation wealth advisory, multi family office and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. |
MF |
|
|
Schechter |
Ilana |
Liss |
Managing Director |
(248) 731-9500 |
(248) 731-9540 |
ilana@schechterwealth.com |
info@schechterwealth.com |
111 E. Merrill Street, Suite 400 |
Birmingham |
MI |
48009 |
United States of America |
North America |
https://www.linkedin.com/in/ilanaliss/ |
|
1.939 |
|
|
https://www.linkedin.com/company/schechter-wealth/ |
https://www.schechterwealth.com/ |
Schechter is a boutique, third generation wealth advisory, multi family office and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. |
MF |
|
|
Schechter |
Marc |
Schechter |
Chief Executive Officer |
(248) 731-9500 |
(248) 731-9540 |
mschechter@schechterwealth.com |
info@schechterwealth.com |
111 E. Merrill Street, Suite 400 |
Birmingham |
MI |
48009 |
United States of America |
North America |
https://www.linkedin.com/in/marc-schechter-6793002/ |
|
1.939 |
|
|
https://www.schechterbenefits.com/ |
https://www.schechterwealth.com/ |
Schechter is a boutique, third generation wealth advisory, multi family office and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. |
MF |
|
|
Schechter |
Alfredo |
Risi |
Chief Operating Officer |
(248) 731-9500 |
(248) 731-9540 |
arisi@schechterwealth.com |
info@schechterwealth.com |
111 E. Merrill Street, Suite 400 |
Birmingham |
MI |
48009 |
United States of America |
North America |
https://www.linkedin.com/in/alfredorisi/ |
|
1.939 |
|
|
https://www.linkedin.com/company/schechter-wealth/ |
https://www.schechterwealth.com/ |
Schechter is a boutique, third generation wealth advisory, multi family office and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. |
MF |
|
| 573 |
Schmidt Family Office |
Andre |
Rossouw |
Financial Management |
Mobile: 27 82 415 8642 |
27 21 858 1461 |
andre@schmidtfamilyoffice.com |
info@schmidtfamilyoffice.com |
8 Helderberg Street, Stellenbosch |
Cape Town |
|
7600 |
South Africa |
Africa |
https://www.linkedin.com/in/andre-rossouw-32224a1ba/ |
Wines & Spirits, Alternative Investments |
1.998 |
|
|
https://wedderwill.co.za/ |
https://www.sfo.co.za/ |
Schmidt Family Office is a multi-family office rooted in South Africa with offices in Stellenbosch, Cape Town & Geneva. The foundations for SFO were laid in 1998 by the current principals. Our core service is to sustain legacy families. We understand that the preservation and stewardship of family wealth can be as demanding as its creation. Our focus is on both the quantitative and qualitative aspects of the management of family wealth.
Central to the SFO service is the development and implementation of bespoke systems of family governance. Such systems enable legacy families to determine unambiguous lines of command; improve communication, collaboration and family cohesion. The procedures and disciplines associated with good governance will create greater harmony between family members, foster rational decision making and ease the transition of wealth and power between generations.
Our multi-disciplinary team combines expertise and global best practice in law, finance, investments, social sciences and business management, to help families reach their wealth objectives and prepare and implement succession and continuity arrangements. We pride ourselves in our ability to render best advice, sound administration and at all times be responsible citizens.
Our service is long-term and high touch. Our average client tenure is longer than 20 years. |
MF |
|
|
Schmidt Family Office |
Jan Louis |
Raath |
Director |
Mobile: 27 78 656 4100 |
27 21 858 1461 |
janlouis@schmidtfamilyoffice.com |
info@schmidtfamilyoffice.com |
8 Helderberg Street, Stellenbosch |
Cape Town |
|
7600 |
South Africa |
Africa |
https://www.linkedin.com/in/jan-louis-raath-3b134a1ba/ |
Wines & Spirits, Alternative Investments |
1.998 |
|
|
https://wedderwill.co.za/ |
https://www.sfo.co.za/ |
Schmidt Family Office is a multi-family office rooted in South Africa with offices in Stellenbosch, Cape Town & Geneva. The foundations for SFO were laid in 1998 by the current principals. Our core service is to sustain legacy families. We understand that the preservation and stewardship of family wealth can be as demanding as its creation. Our focus is on both the quantitative and qualitative aspects of the management of family wealth.
Central to the SFO service is the development and implementation of bespoke systems of family governance. Such systems enable legacy families to determine unambiguous lines of command; improve communication, collaboration and family cohesion. The procedures and disciplines associated with good governance will create greater harmony between family members, foster rational decision making and ease the transition of wealth and power between generations.
Our multi-disciplinary team combines expertise and global best practice in law, finance, investments, social sciences and business management, to help families reach their wealth objectives and prepare and implement succession and continuity arrangements. We pride ourselves in our ability to render best advice, sound administration and at all times be responsible citizens.
Our service is long-term and high touch. Our average client tenure is longer than 20 years. |
MF |
|
|
Schmidt Family Office |
Ivana |
Dreyer |
Investment Specialist |
Mobile: 27 72 925 1084 |
27 21 858 1461 |
ivana@schmidtfamilyoffice.com |
info@schmidtfamilyoffice.com |
8 Helderberg Street, Stellenbosch |
Cape Town |
|
7600 |
South Africa |
Africa |
https://www.linkedin.com/in/ivana-dreyer-b4b66946/ |
Wines & Spirits, Alternative Investments |
1.998 |
|
|
|
https://www.sfo.co.za/ |
Schmidt Family Office is a multi-family office rooted in South Africa with offices in Stellenbosch, Cape Town & Geneva. The foundations for SFO were laid in 1998 by the current principals. Our core service is to sustain legacy families. We understand that the preservation and stewardship of family wealth can be as demanding as its creation. Our focus is on both the quantitative and qualitative aspects of the management of family wealth.
Central to the SFO service is the development and implementation of bespoke systems of family governance. Such systems enable legacy families to determine unambiguous lines of command; improve communication, collaboration and family cohesion. The procedures and disciplines associated with good governance will create greater harmony between family members, foster rational decision making and ease the transition of wealth and power between generations.
Our multi-disciplinary team combines expertise and global best practice in law, finance, investments, social sciences and business management, to help families reach their wealth objectives and prepare and implement succession and continuity arrangements. We pride ourselves in our ability to render best advice, sound administration and at all times be responsible citizens.
Our service is long-term and high touch. Our average client tenure is longer than 20 years. |
MF |
|
|
Schmidt Family Office |
Edwin |
Schmidt |
CEO & Founder |
27 21 911 5815 |
27 21 858 1461 |
edwin@schmidtfamilyoffice.com |
info@schmidtfamilyoffice.com |
8 Helderberg Street, Stellenbosch |
Cape Town |
|
7600 |
South Africa |
Africa |
https://www.linkedin.com/in/edwin-schmidt-57047721/ |
Wines & Spirits, Alternative Investments |
1.998 |
|
|
http://www.songhaicapital.co.za/our-leadership/leadership-team/ |
https://www.sfo.co.za/ |
Schmidt Family Office is a multi-family office rooted in South Africa with offices in Stellenbosch, Cape Town & Geneva. The foundations for SFO were laid in 1998 by the current principals. Our core service is to sustain legacy families. We understand that the preservation and stewardship of family wealth can be as demanding as its creation. Our focus is on both the quantitative and qualitative aspects of the management of family wealth.
Central to the SFO service is the development and implementation of bespoke systems of family governance. Such systems enable legacy families to determine unambiguous lines of command; improve communication, collaboration and family cohesion. The procedures and disciplines associated with good governance will create greater harmony between family members, foster rational decision making and ease the transition of wealth and power between generations.
Our multi-disciplinary team combines expertise and global best practice in law, finance, investments, social sciences and business management, to help families reach their wealth objectives and prepare and implement succession and continuity arrangements. We pride ourselves in our ability to render best advice, sound administration and at all times be responsible citizens.
Our service is long-term and high touch. Our average client tenure is longer than 20 years. |
MF |
|
| 574 |
Sciens Capital Management LLC |
John |
Rigas |
Chairman & CEO |
(212) 471-6100 |
(212) 471-6199 |
jrigas@sciensam.com |
info@sciensam.com |
667 Madison Avenue |
New York |
NY |
10065 |
United States of America |
North America |
https://www.linkedin.com/in/john-rigas-51a812143/ |
|
|
$361M |
|
|
http://www.sciensam.com/ |
Since 1994, Sciens has been investing in alternative strategies and managing portfolios of hedge funds. We have developed a consistent and disciplined investment process, combining fundamental top-down strategic asset allocation and in-depth quantitative and qualitative bottom-up manager selection. Sciens believes in strong risk management at all stages of the portfolio construction. We have developed proprietary portfolio and risk management and monitoring tools. Understanding investors’ needs for liquidity, transparency and an optimum balance between return and risk, our innovative investment solutions comprise funds of funds and funds of managed accounts, with a multi-strategy or thematic approach. |
Fund-of-Fund |
|
|
Sciens Capital Management LLC |
Roberto |
Botero |
Director |
44 207 078-0600 |
(212) 471-6199 |
rbotero@sciensam.com |
info@sciensam.com |
667 Madison Avenue |
New York |
NY |
10065 |
United States of America |
North America |
https://www.linkedin.com/in/roberto-botero-1121a832/ |
|
|
$361M |
|
|
http://www.sciensam.com/ |
Since 1994, Sciens has been investing in alternative strategies and managing portfolios of hedge funds. We have developed a consistent and disciplined investment process, combining fundamental top-down strategic asset allocation and in-depth quantitative and qualitative bottom-up manager selection. Sciens believes in strong risk management at all stages of the portfolio construction. We have developed proprietary portfolio and risk management and monitoring tools. Understanding investors’ needs for liquidity, transparency and an optimum balance between return and risk, our innovative investment solutions comprise funds of funds and funds of managed accounts, with a multi-strategy or thematic approach. |
Fund-of-Fund |
|
| 575 |
SCK Capital, LLC |
Scott |
Kimple |
Founder & Principal |
(214) 230-2100 |
|
scott@warringtonasset.com |
|
200 Dorado Beach Drive, Suite 3132 |
Dorado |
|
00646 |
Puerto Rico |
North America |
https://www.linkedin.com/in/scott-kimple-20816244/ |
Hedge Funds, Private Equity, Venture Capital, Oil & Gas, Real Estate |
|
|
|
https://www.warringtonasset.com/team/scott-c-kimple/ |
https://www.sckcapital.com/ |
SCK Capital is a single-family office established by Scott C. Kimple and Elizabeth Spruance Kimple. The purpose of SCK is to expand the financial and philanthropic interests of the Kimple family. SCK is based in Dorado, Puerto Rico. SCK’s investment activities are primarily focused on the following asset classes: hedge funds, private equity, venture capital, oil & gas and real estate. As a family investment vehicle, SCK has the flexibility to invest in a variety of opportunities and takes a long-term value creation approach. |
SF |
|
|
SCK Capital, LLC |
Kenneth |
Webster |
Managing Director |
(214) 230-2100 |
|
kwebster@parklandfinancial.com |
|
200 Dorado Beach Drive, Suite 3132 |
Dorado |
|
00646 |
Puerto Rico |
North America |
https://www.linkedin.com/in/ken-webster-b7b3106/ |
Hedge Funds, Private Equity, Venture Capital, Oil & Gas, Real Estate |
|
|
|
http://www.parklandfinancial.com/ |
https://www.sckcapital.com/ |
SCK Capital is a single-family office established by Scott C. Kimple and Elizabeth Spruance Kimple. The purpose of SCK is to expand the financial and philanthropic interests of the Kimple family. SCK is based in Dorado, Puerto Rico. SCK’s investment activities are primarily focused on the following asset classes: hedge funds, private equity, venture capital, oil & gas and real estate. As a family investment vehicle, SCK has the flexibility to invest in a variety of opportunities and takes a long-term value creation approach. |
SF |
|
| 576 |
Search Investment Group |
Robert |
Miller |
Founder & Chairman |
852 2525 1211 |
852 2810 1572 |
ir@sailfunds.com |
info@searchgroup.com |
5701, 57th Floor, 2 Queen's Road Central |
Cheung Kong Center |
|
|
Hong Kong |
Asia |
|
Alternative Strategy Investments, Private Equity Funds, Special Situations, Direct Investments |
1.970 |
$1.5B |
info@sailfunds.com |
https://www.sailfunds.com/ |
https://www.mari-chagroup.com/ |
Search Investment Group is a single-family office based in Hong Kong of Robert W Miller and his family.
Mr Miller is a founding shareholder in Duty Free Shoppers , the world's leading retailer to the traveling public, which is now co-owned with LVMH Moet Hennessy Louis Vuitton of France.
Since Mr Miller established the Search Investment Group in the early 1970s, the firm has made a variety of investments around the world. The group continues to seek superior, risk-adjusted returns in alternative strategy investments, private equity funds, special situations and direct investments. SAIL Advisors Limited, better known as SAIL, is an alternative asset management firm based in Hong Kong that manages funds of hedge funds portfolios invested by the Search Investment Group. Certain of SAIL's funds of hedge funds have been open to investment by select third parties since 2004. |
SF |
|
| 577 |
Secofind SIM S.p.A. |
Michela |
Garbino |
Head of Customer Care & Risk Management |
39 286 464 081 |
|
|
info@secofind.com |
Corso Italia 15/B |
Milan |
|
20122 |
Italy |
Europe |
https://www.linkedin.com/in/michela-garbino-2564b638/ |
Alternative Investments |
2.000 |
$550M |
|
http://www.jupiteram.com/ |
https://www.secofind.com/ |
Secofind SIM SpA, the Multi-Family Office. Founded by the Zambon Family in the mid-90s, originally to manage the family assets but and subsequently offering the same services of advice and risk management to other industrial and entrepreneurial business families. |
MF |
|
| 578 |
SEI Investments, Inc. |
Dennis |
McGonigle |
Executive Vice President & CFO |
(610) 676-1000 |
|
dmcgonigle@seic.com |
managerservices@seic.com |
1 Freedom Valley Drive |
Oaks |
PA |
19456 |
United States of America |
North America |
https://www.linkedin.com/in/mcgonigle-dennis-7b695466/ |
|
|
$167M |
|
|
https://seic.com/ |
SEI is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. We provide investment organizations of all types with the advanced operating infrastructure they must have to evolve and compete in a landscape of escalating business challenges. SEI is a publicly owned investment manager. The firm provides wealth management and investment advisory services to its clients through its subsidiaries. Through its subsidiaries, it provides its services to corporations, financial institutions, financial advisors, high net worth families, banks and trust institutions, investment advisors, financial planners, not-for-profit organizations, and pension plans. The firm manages separate client-focused portfolios through its subsidiaries. Through its subsidiaries, it also manages equity, fixed income, and balanced mutual funds, hedge funds, fund of funds, and private equity funds. The firm invests in public equity and fixed income markets across the globe through its subsidiaries. Through its subsidiaries, it also invests in alternative investment markets. |
Fund-of-Fund |
|
| 579 |
Select Family Office LLC |
Michael |
Mustillo |
Founder & CEO |
(212) 376-6255, Direct: (917) 860-6527 |
(646) 738-8980 |
mike@selectfamilyoffice.com |
info@selectfamilyoffice.com |
757 Third Avenue, 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mustillo-0692055/ |
Real Estate, Philanthropy, Alternative Investments |
2.011 |
|
mike@selectrealtynyc.com |
http://www.selectrealtynyc.com/ |
https://www.selectfamilyoffice.com/ |
Select Family Office is a boutique multi-family office that offers traditional family office services and working together, we provide our income tax, estate planning, and accounting expertise. We also prepare financial statements and income tax returns for U.S. subsidiaries of foreign owned corporations. |
MF |
|
| 580 |
Sentinel Trust Company |
David |
Bristol, Jr. |
Vice Chairman & Principal |
Direct: (713) 529-3729 |
(713) 559-9501 |
dbristol@sentineltrust.com |
info@sentineltrust.com |
2001 Kirby Drive, Suite 1200 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/david-bristol-56b69/ |
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate, Philanthropy |
1.997 |
$5B |
|
https://www.linkedin.com/company/sentineltrust/ |
https://www.sentineltrust.com/ |
Contrary to popular belief, one need not sacrifice the expertise of an institutional firm for the personal attention of a family office. At Sentinel, you get both. We focus only on very high net worth families. These families have unique needs and unique opportunities that cannot be as well served by firms that lack our focus. Consequently, we have, and expect to have in the future, a far smaller number of clients than most trust and investment firms. Each of our senior officers serves only a small number of clients, so you can expect an exceptional amount of personal attention. |
MF |
|
|
Sentinel Trust Company |
Todd |
Burchett |
Chief Investment Officer & Managing Director |
Direct: (713) 529-3729 |
(713) 559-9501 |
tburchett@sentineltrust.com |
info@sentineltrust.com |
2001 Kirby Drive, Suite 1200 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/todd-burchett-cfa-frm-caia-586406/ |
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate, Philanthropy |
1.997 |
$5B |
|
https://www.linkedin.com/company/sentineltrust/ |
https://www.sentineltrust.com/ |
Contrary to popular belief, one need not sacrifice the expertise of an institutional firm for the personal attention of a family office. At Sentinel, you get both. We focus only on very high net worth families. These families have unique needs and unique opportunities that cannot be as well served by firms that lack our focus. Consequently, we have, and expect to have in the future, a far smaller number of clients than most trust and investment firms. Each of our senior officers serves only a small number of clients, so you can expect an exceptional amount of personal attention. |
MF |
|
|
Sentinel Trust Company |
Lissa |
Gangjee |
President & Chief Executive Officer |
Direct: (713) 529-3729 |
(713) 559-9501 |
lgangjee@sentineltrust.com |
info@sentineltrust.com |
2001 Kirby Drive, Suite 1200 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/lissa-gangjee-j-d-cfp®-10858a1a/ |
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate, Philanthropy |
1.997 |
$5B |
|
https://www.linkedin.com/company/sentineltrust/ |
https://www.sentineltrust.com/ |
Contrary to popular belief, one need not sacrifice the expertise of an institutional firm for the personal attention of a family office. At Sentinel, you get both. We focus only on very high net worth families. These families have unique needs and unique opportunities that cannot be as well served by firms that lack our focus. Consequently, we have, and expect to have in the future, a far smaller number of clients than most trust and investment firms. Each of our senior officers serves only a small number of clients, so you can expect an exceptional amount of personal attention. |
MF |
|
|
Sentinel Trust Company |
Katherine |
Rose |
Senior Investment Officer & Vice President |
Direct: (512) 507-1399 |
(713) 559-9501 |
krose@sentineltrust.com |
info@sentineltrust.com |
2001 Kirby Drive, Suite 1200 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/katherinefrolow/ |
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate, Philanthropy |
1.997 |
$5B |
|
https://www.linkedin.com/company/sentineltrust/ |
https://www.sentineltrust.com/ |
Contrary to popular belief, one need not sacrifice the expertise of an institutional firm for the personal attention of a family office. At Sentinel, you get both. We focus only on very high net worth families. These families have unique needs and unique opportunities that cannot be as well served by firms that lack our focus. Consequently, we have, and expect to have in the future, a far smaller number of clients than most trust and investment firms. Each of our senior officers serves only a small number of clients, so you can expect an exceptional amount of personal attention. |
MF |
|
| 581 |
Sepio Capital, LP |
Hansen |
Ringer |
Managing Director |
|
|
hansen.ringer@sepiocap.com |
info@sepiocap.com |
3201 Danville Blvd. |
Alamo |
CA |
94507-1978 |
United States of America |
North America |
https://www.linkedin.com/in/hansenringer/ |
Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin |
2.017 |
|
|
https://www.linkedin.com/company/sepiocap-/ |
https://www.sepiocap.com/ |
Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC.
At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.
Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals.
Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. |
MF |
|
|
Sepio Capital, LP |
John |
Beatson |
Managing Director & Co-CIO |
|
|
john.beatson@sepiocap.com |
info@sepiocap.com |
3201 Danville Blvd. |
Alamo |
CA |
94507-1978 |
United States of America |
North America |
https://www.linkedin.com/in/john-beatson-51863512/ |
Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin |
2.017 |
|
|
https://www.linkedin.com/company/sepiocap-/ |
https://www.sepiocap.com/ |
Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC.
At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.
Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals.
Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. |
MF |
|
|
Sepio Capital, LP |
Brad |
Edgren |
Managing Director |
|
|
brad.edgren@sepiocap.com |
info@sepiocap.com |
3201 Danville Blvd. |
Alamo |
CA |
94507-1978 |
United States of America |
North America |
https://www.linkedin.com/in/brad-edgren-1b233298/ |
Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin |
2.017 |
|
|
https://www.linkedin.com/company/sepiocap-/ |
https://www.sepiocap.com/ |
Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC.
At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.
Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals.
Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. |
MF |
|
|
Sepio Capital, LP |
Benjamin |
Steed |
Managing Director |
|
|
ben.steed@sepiocap.com |
info@sepiocap.com |
3201 Danville Blvd. |
Alamo |
CA |
94507-1978 |
United States of America |
North America |
https://www.linkedin.com/in/benjamin-steed-cfa-58492517/ |
Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin |
2.017 |
|
|
https://www.linkedin.com/company/sepiocap-/ |
https://www.sepiocap.com/ |
Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC.
At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.
Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals.
Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. |
MF |
|
|
Sepio Capital, LP |
Andrew |
Venturi |
Managing Director |
|
|
andrew.venturi@sepiocap.com |
info@sepiocap.com |
3201 Danville Blvd. |
Alamo |
CA |
94507-1978 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-venturi-89b6bba/ |
Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin |
2.017 |
|
|
https://www.linkedin.com/company/sepiocap-/ |
https://www.sepiocap.com/ |
Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC.
At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.
Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals.
Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. |
MF |
|
|
Sepio Capital, LP |
Mitch |
Rencher |
Managing Director |
|
|
mitch.rencher@sepiocap.com |
info@sepiocap.com |
2795 E Cottonwood Pkwy., Suite 600 |
Salt Lake City |
UT |
84121-7094 |
United States of America |
North America |
https://www.linkedin.com/in/mitchrencher/ |
Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin |
2.017 |
|
|
https://www.linkedin.com/company/sepiocap-/ |
https://www.sepiocap.com/ |
Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC.
At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.
Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals.
Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. |
MF |
|
|
Sepio Capital, LP |
Bryce |
Wisan |
Chief Financial Officer |
|
|
bryce.wisan@sepiocap.com |
info@sepiocap.com |
2795 E Cottonwood Pkwy., Suite 600 |
Salt Lake City |
UT |
84121-7094 |
United States of America |
North America |
https://www.linkedin.com/in/brycewisan/ |
Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin |
2.017 |
|
|
https://www.linkedin.com/company/sepiocap-/ |
https://www.sepiocap.com/ |
Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC.
At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor.
Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals.
Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. |
MF |
|
| 582 |
SFG Asset Advisors |
Christopher |
Jackson |
President |
(415) 276-2706 |
(415) 276-2710 |
cjackson@sfgaa.com |
|
106 Lincoln Blvd., The Presidio |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/jackson-chris-2b42575/ |
Private Equity, Hedge Fund |
2.002 |
|
|
https://twitter.com/cjackson94123 |
http://sfgassetadvisors.com/ |
SFG is a single-family investment office based in San Francisco. SFG was established in 2002 to manage assets accumulated over decades of successful investing. |
SF |
|
|
SFG Asset Advisors |
Daphne |
Dickson |
Chief Operating Officer |
(415) 276-2706 |
(415) 276-2710 |
ddickson@sfgaa.com |
|
106 Lincoln Blvd., The Presidio |
San Francisco |
CA |
94129 |
United States of America |
North America |
https://www.linkedin.com/in/daphne-dickson-2647273/ |
Private Equity, Hedge Fund |
2.002 |
|
|
|
http://sfgassetadvisors.com/ |
SFG is a single-family investment office based in San Francisco. SFG was established in 2002 to manage assets accumulated over decades of successful investing. |
SF |
|
| 583 |
SGFC – Single Family Office |
Erik |
Roussel |
Partner |
41 223 699 581 |
|
erik.roussel@hedgeblock.co |
|
Chemin du Joran 6A |
Nyon |
|
1260 |
Switzerland |
Europe |
https://www.linkedin.com/in/erikroussel/ |
High Tech Trading System Fund, HTTS, Private Equity, Real Estate and Financial Markets with a passion for Hedge Funds, Especially Systematic quantitative ones |
|
|
|
https://sgfc.ch/ |
https://www.linkedin.com/company/sgfc/ |
SGFC, a Single Family Office based in Nyon (Vaud, Switzerland) originally from pharmaceuticals that now invest in private equity, real estate and financial markets with a passion for hedge funds, especially systematic quantitative ones. |
SF |
|
|
SGFC – Single Family Office |
Johanna |
Roussel |
Partner |
41 223 699 581 |
|
johanna.roussel@projectrousseau.org |
|
Chemin du Joran 6A |
Nyon |
|
1260 |
Switzerland |
Europe |
https://www.linkedin.com/in/johanna-roussel-13828628/ |
High Tech Trading System Fund, HTTS, Private Equity, Real Estate and Financial Markets with a passion for Hedge Funds, Especially Systematic quantitative ones |
|
|
|
https://sgfc.ch/ |
https://www.linkedin.com/company/sgfc/ |
SGFC, a Single Family Office based in Nyon (Vaud, Switzerland) originally from pharmaceuticals that now invest in private equity, real estate and financial markets with a passion for hedge funds, especially systematic quantitative ones. |
SF |
|
| 584 |
Sharno Group Inc. |
Shael |
Soberano |
Chief Investment Officer |
(416) 716-9002 |
|
shael@sharnocapital.com |
|
446 Spadina Road, Suite 301 |
Toronto |
ON |
M5P 3M2 |
Canada |
North America |
https://www.linkedin.com/in/shaelsoberano/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/sharnocapital/
https://www.sharnocapital.com/ |
https://www.sharnogroup.com/ |
Principal investment firm and single family office. Sharno Group is a privately owned independent principal investment group and family office focused on identifying strategic, value-add investment opportunities across a wide range of traditional and alternative asset classes and strategies. With a commitment to value creation, Sharno seeks strategic partnerships and employs a long-term perspective in its approach to investment underwriting and selection. Sharno Group’s partners benefit from the depth and breadth of its principals’ experience, expertise, and relationships. |
SF |
|
| 585 |
Shepherd Kaplan Krochuk |
John |
Prescott |
Chief Operating Officer & General Counsel |
Mobile: (617) 872-4858 |
|
jp@prescott-advisors.com |
|
94 Valley Street |
Duxbury |
MA |
02332 |
United States of America |
North America |
https://www.linkedin.com/in/john-prescott-18021986/ |
Private Equity, Hedge Fund, Alternative Investments, Real Estate |
2.017 |
|
jprescott@malbeccapitalpartners.com |
http://www.malbeccapitalpartners.com/ |
http://www.prescott-advisors.com/ |
Managing Director, Family Office Services for Shepherd Kaplan Krochuk. SKK is one of the largest privately-held wealth management firms in the U.S. As an adjunct component of my family office services, I was involved in providing capital market services for our direct and co-investment alternative investment opportunities. |
SF |
|
| 586 |
Shinnecock Partners L.P. |
Alan |
Snyder |
Managing General Partner |
(424) 248-1800 |
(424) 248-1829 |
asnyder@shinnecock.com |
info@shinnecock.com |
10990 Wilshire Blvd., Suite 1150 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
https://www.linkedin.com/in/alan-snyder-1492b27/ |
Alternative Investments, Fund of Funds |
1.988 |
$100M |
|
https://www.linkedin.com/company/shinnecock-partners/ |
https://www.shinnecock.com/ |
Shinnecock Partners is a family office investment boutique, founded in 1988, specializing in alternative investments and fund of funds portfolios. The firm’s principals have worked together for over 25 years. Shinnecock combines deep domain knowledge, in-depth analysis and proprietary quantitative tools along with rigorous due diligence to produce the best risk-adjusted performance for our clients. |
SF |
|
|
Shinnecock Partners L.P. |
Joel |
Parrish |
Principal |
(424) 248-1800 |
(424) 248-1829 |
jparrish@shinnecock.com |
info@shinnecock.com |
10990 Wilshire Blvd., Suite 1150 |
Los Angeles |
CA |
90024 |
United States of America |
North America |
https://www.linkedin.com/in/joel-parrish-3297b7a/ |
Alternative Investments, Fund of Funds |
1.988 |
$100M |
|
https://www.linkedin.com/company/shinnecock-partners/ |
https://www.shinnecock.com/ |
Shinnecock Partners is a family office investment boutique, founded in 1988, specializing in alternative investments and fund of funds portfolios. The firm’s principals have worked together for over 25 years. Shinnecock combines deep domain knowledge, in-depth analysis and proprietary quantitative tools along with rigorous due diligence to produce the best risk-adjusted performance for our clients. |
SF |
|
| 587 |
SIAR Capital, LLC |
Jack |
Silver |
President |
Offife: (212) 542-8201, Direct: (212) 542-8200 |
|
jack@siarcapital.com |
|
142 West 57th St., 11th Floor |
New York |
NY |
10023 |
United States of America |
North America |
https://www.linkedin.com/in/jack-silver-29954564/ |
Private Equity, Alternative Investments, Closed-end Funds, Private Debt Funds |
|
|
|
https://jackssilver.com/ |
https://www.siarcapital.com/ |
SIAR Capital, a single-family office specializing in undervalued and emerging growth companies based in New York City. |
SF |
|
| 588 |
Silver Creek Capital Management |
Eric |
Dillon |
CEO & CIO |
(866) 774-1122 |
(323) 464-4216 |
eric@silvercreekcapital.com |
info@silvercreekcapital.com |
1301 Fifth Avenue 40th Floor |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/eric-dillon-57b5bb7/ |
|
|
$6B |
|
|
https://www.silvercreekcapital.com/ |
Silver Creek Capital Management is an alternative investment boutique with a focus on private credit, hedge fund strategies and timberland. Silver Creek specializes in developing highly structured, unique investment solutions for a global client base which includes public and corporate retirement plans, insurance companies, foundations, endowments as well as Registered Investment Advisors and family offices who seek to access these asset classes. |
Fund-of-Fund |
|
|
Silver Creek Capital Management |
Bob |
Ratliffe |
President |
Office: (206) 774-5996, Direct: (866) 774-1122 |
(323) 464-4216 |
info@silvercreekcapital.com |
info@silvercreekcapital.com |
1301 Fifth Avenue 40th Floor |
Seattle |
WA |
98101 |
United States of America |
North America |
https://www.linkedin.com/in/bob-ratliffe-70b51652/ |
|
|
$6B |
|
|
https://www.silvercreekcapital.com/ |
Silver Creek Capital Management is an alternative investment boutique with a focus on private credit, hedge fund strategies and timberland. Silver Creek specializes in developing highly structured, unique investment solutions for a global client base which includes public and corporate retirement plans, insurance companies, foundations, endowments as well as Registered Investment Advisors and family offices who seek to access these asset classes. |
Fund-of-Fund |
|
| 589 |
Silvercrest Asset Management Group LLC |
Allen |
Laufer |
Managing Director |
(212) 649-0600 |
(212) 649-0606 |
alaufer@silvercrestgroup.com |
|
1330 Avenue of the Americas, 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
|
Funds, IPO, Hedge Funds, Private Equity, Alternative Investments |
2.002 |
$30B |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
https://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
MF |
|
|
Silvercrest Asset Management Group LLC |
Michael |
Cappiccille |
Vice President |
(212) 649-0600 |
(212) 649-0606 |
mcappiccille@silvercrestgroup.com |
|
1330 Avenue of the Americas, 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
|
Funds, IPO, Hedge Funds, Private Equity, Alternative Investments |
2.002 |
$30B |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
https://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
MF |
|
|
Silvercrest Asset Management Group LLC |
Evan |
Kwiatkowski |
Senior Vice President |
(212) 649-0600 |
(212) 649-0606 |
ekwiatkowski@silvercrestgroup.com |
|
1330 Avenue of the Americas, 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/evan-kwiatkowski-0139456/ |
Funds, IPO, Hedge Funds, Private Equity, Alternative Investments |
2.002 |
$30B |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
https://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
MF |
|
|
Silvercrest Asset Management Group LLC |
Tara |
Collins |
Senior Vice President |
(212) 649-0600 |
(212) 649-0606 |
tcollins@silvercrestgroup.com |
|
1330 Avenue of the Americas, 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/tara-collins-063763a/ |
Funds, IPO, Hedge Funds, Private Equity, Alternative Investments |
2.002 |
$30B |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
https://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
MF |
|
|
Silvercrest Asset Management Group LLC |
Seán |
O'Dowd |
Managing Director |
Direct: (212) 649-0687, Mobile: (917) 658-0871 |
(212) 649-0606 |
sodowd@silvercrestgroup.com |
|
1330 Avenue of the Americas, 38th Floor |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/sean-o-dowd-508a76b7/ |
Funds, IPO, Hedge Funds, Private Equity, Alternative Investments |
2.002 |
$30B |
|
https://www.linkedin.com/company/silvercrest-asset-management/ |
https://www.silvercrestgroup.com/ |
Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. |
MF |
|
| 590 |
SilverSea Asset Management Pte Ltd. |
Yoad |
Reiter |
Partner, Relationship Manager |
65 6908 0325 |
65 6908 0369 |
yoad.reiter@silverseaam.com |
info@silverseaam.com |
3 Temasek Avenue #18-22, Centennial Tower |
Singapore |
|
039190 |
Singapore |
Asia |
https://www.linkedin.com/in/yoad-reiter-ba86452a/ |
Hedge Funds, UCITS, Real estate, Private Equity, Venture Capital, Alternative Investments, M&A, Corporate Finance, Equity, Debt and Hybrid Products, Structuring, Capital Management, Technology |
2.011 |
|
|
|
https://www.silverseaam.com/ |
Founded in 2011 SilverSea Asset Management is a Multi-Family Office providing financial services and independent advice to qualified global accredited private clients (HNWI) and family offices. Our expertise in providing independent financial services and advice is strengthened by our resourcefulness and ability to collaborate with professionals across various disciplines to meet the financial needs of our clients. |
MF |
|
|
SilverSea Asset Management Pte Ltd. |
Thomas |
Anderegg |
Managing Partner, CEO & CIO |
65 6908 0325 |
65 6908 0369 |
thomas.anderegg@silverseaam.com |
info@silverseaam.com |
3 Temasek Avenue #18-22, Centennial Tower |
Singapore |
|
039190 |
Singapore |
Asia |
https://www.linkedin.com/in/thomas-anderegg-45794617/ |
Hedge Funds, UCITS, Real estate, Private Equity, Venture Capital, Alternative Investments, M&A, Corporate Finance, Equity, Debt and Hybrid Products, Structuring, Capital Management, Technology |
2.011 |
|
|
|
https://www.silverseaam.com/ |
Founded in 2011 SilverSea Asset Management is a Multi-Family Office providing financial services and independent advice to qualified global accredited private clients (HNWI) and family offices. Our expertise in providing independent financial services and advice is strengthened by our resourcefulness and ability to collaborate with professionals across various disciplines to meet the financial needs of our clients. |
MF |
|
|
SilverSea Asset Management Pte Ltd. |
Amy |
Chung |
Partner |
65 6908 0325 |
65 6908 0369 |
amy.chung@silverseaam.com |
info@silverseaam.com |
3 Temasek Avenue #18-22, Centennial Tower |
Singapore |
|
039190 |
Singapore |
Asia |
|
Hedge Funds, UCITS, Real estate, Private Equity, Venture Capital, Alternative Investments, M&A, Corporate Finance, Equity, Debt and Hybrid Products, Structuring, Capital Management, Technology |
2.011 |
|
|
|
https://www.silverseaam.com/ |
Founded in 2011 SilverSea Asset Management is a Multi-Family Office providing financial services and independent advice to qualified global accredited private clients (HNWI) and family offices. Our expertise in providing independent financial services and advice is strengthened by our resourcefulness and ability to collaborate with professionals across various disciplines to meet the financial needs of our clients. |
MF |
|
|
SilverSea Asset Management Pte Ltd. |
Axel |
Ritter |
Managing Partner & COO |
65 6908 0325 |
65 6908 0369 |
axel.ritter@silverseaam.com |
info@silverseaam.com |
3 Temasek Avenue #18-22, Centennial Tower |
Singapore |
|
039190 |
Singapore |
Asia |
https://www.linkedin.com/in/axel-ritter-a6a43838/ |
Hedge Funds, UCITS, Real estate, Private Equity, Venture Capital, Alternative Investments, M&A, Corporate Finance, Equity, Debt and Hybrid Products, Structuring, Capital Management, Technology |
2.011 |
|
|
|
https://www.silverseaam.com/ |
Founded in 2011 SilverSea Asset Management is a Multi-Family Office providing financial services and independent advice to qualified global accredited private clients (HNWI) and family offices. Our expertise in providing independent financial services and advice is strengthened by our resourcefulness and ability to collaborate with professionals across various disciplines to meet the financial needs of our clients. |
MF |
|
| 591 |
Sinclair Family Office |
Robert |
Sinclair |
Chief Investment Officer |
Mobile: (514) 771-7023 |
|
robert.g.sinclair@gmail.com |
|
9955, rue de Châteauneuf, Bureau 220 |
Brossard |
QC |
J4Z 3V6 |
Canada |
North America |
https://www.linkedin.com/in/robert-sinclair-456993b/ |
(Private & Public), Pension Funds, Private Equity, Development Firms, Hedge Funds, Environmental Scientists, Water, Energy and Resources, Environment, Property and Buildings, Transportation, Digital |
2.018 |
|
robert.g.sinclair@icloud.com |
https://www.ghd.com/ |
|
The objective of the SFO is to be opportunistic in our investment scope while preserving the long-term, real purchasing power of assets while providing relatively predictable and growing returns that can be compounded. |
SF |
|
| 592 |
Slate Hill Partners, LLC |
Joe |
Valdman |
Managing Partner |
|
|
jvaldman@slatehillpartners.com |
|
14785 Preston Rd., Suite 1000 |
Dallas |
TX |
75254 |
United States of America |
North America |
https://www.linkedin.com/in/joe-valdman-5b563910/ |
Private Equity Fund, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments |
2.020 |
|
|
https://www.linkedin.com/company/slate-hill-partners/ |
https://shpetfadvisors.com/ |
Slate Hill Partners, a Dallas-based single-family-office-backed holding company, has taken a minority stake in local registered investment advisor XO Wealth Management.
Founded in 2016 by Managing Director Matt Fuller, XO has $630 million in assets under management and is among the fastest-growing RIAs in Texas. XO provides customized financial planning and investment management for entrepreneurs, corporate executives and other wealthy individuals. |
SF |
|
| 593 |
Solaris Family Office |
Addison |
Yang |
Partner |
|
|
ayang@solaris-advisors.com |
|
Exchange Square 2, No. 8 Connaught Place |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/addisonyang/ |
Insurance, Fund of Fund, Hedge Fund, Alternative Asset Fund, Unicorn Investor, Buyout Fund |
2.009 |
|
addison.yang@insead.edu |
https://www.linkedin.com/in/jimmy-liu-449b8142/ |
https://www.linkedin.com/company/eofo/ |
Solaris is a Multi Family Office Management Firm (Hong Kong Entity Regulated by SFC and HKMA) specialized in:
- Family Wealth Planning
- Family Governance
- Investment Management and Global Assets Allocation
- High Quality Life Services |
MF |
|
| 594 |
Sorbus Partners LLP |
Max |
Thowless-Reeves |
Founding Partner |
44 178 550-3010 |
|
max.reeves@sorbus.com |
info@sorbuspartners.com |
41 Eastgate Street |
Stafford |
|
ST16 2LY |
United Kingdom |
Europe |
https://www.linkedin.com/in/max-thowless-reeves-8a331112/ |
Alternative Investments, Funds, Hedge Funds |
2.012 |
£6B |
|
https://www.linkedin.com/company/sorbus-partners-llp/ |
https://sorbus.com/ |
Sorbus Partners, which was founded in 2012, is a multi-family office aiming to establish this model in the Midlands. |
MF |
|
|
Sorbus Partners LLP |
Nemone |
Wynn-Evans |
Chief Operating Officer |
44 178 550-3010 |
|
nemone.wynn-evans@sorbus.com |
info@sorbuspartners.com |
41 Eastgate Street |
Stafford |
|
ST16 2LY |
United Kingdom |
Europe |
https://www.linkedin.com/in/nemone-wynn-evans-667a45/ |
Alternative Investments, Funds, Hedge Funds |
2.012 |
£6B |
|
https://www.linkedin.com/company/sorbus-partners-llp/ |
https://sorbus.com/ |
Sorbus Partners, which was founded in 2012, is a multi-family office aiming to establish this model in the Midlands. |
MF |
|
| 595 |
Soter Capital Advisors |
Borja |
Leguina |
CEO & Founder |
41 244 382 230 |
|
|
info@soter-capital.com |
Grand-Rue 23 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/borja-leguina-2700194/ |
Art, Real Estate, Alternative Investments, Funds |
2.018 |
|
|
https://www.linkedin.com/company/soter-capital-advisors/ |
https://www.soter-capital.com/ |
Soter Capital Advisors is an independent multi-family office, headquartered in Switzerland, advising individuals and families globally. Our roots are firmly entrenched in Switzerland, where our advisors have been working for over 30 years. This highly experienced team of advisors specializes in bespoke, cross-border financial planning and wealth management. Our clients’ goals and requirements are carefully analyzed to create fully integrated and tailored financial solutions. Our success is fully dependent on the performance of our clients’ assets. |
MF |
|
| 596 |
SPA- Strategic Portfolio Advisors |
Jonathan |
Jacobs |
Principal |
Direct: 55 (11) 3156-4209 |
|
jonathan@spainvest.com.br |
|
Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao |
Sao Paulo |
SP |
01227-200 |
Brazil |
South America |
|
Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity |
2.013 |
|
|
|
http://spainvest.com.br/ |
SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. |
SF |
|
|
SPA- Strategic Portfolio Advisors |
Ely |
Hakim |
Strategic Portfolio Advisor |
Direct: 55 (11) 3156-4203 |
|
ely@spainvest.com.br |
|
Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao |
Sao Paulo |
SP |
01227-200 |
Brazil |
South America |
https://www.linkedin.com/in/ely-hakim-40727313/ |
Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity |
2.013 |
|
|
|
http://spainvest.com.br/ |
SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. |
SF |
|
|
SPA- Strategic Portfolio Advisors |
David |
Khafif |
Managing Director |
Direct: 55 (11) 3156-4202 |
|
david@spainvest.com.br |
|
Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao |
Sao Paulo |
SP |
01227-200 |
Brazil |
South America |
https://www.linkedin.com/in/david-khafif-a49a2055/ |
Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity |
2.013 |
|
|
|
http://spainvest.com.br/ |
SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. |
SF |
|
|
SPA- Strategic Portfolio Advisors |
Ariel |
Shammah |
Director |
Direct: 55 (11) 3156-4201 |
|
ariel@spainvest.com.br |
|
Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao |
Sao Paulo |
SP |
01227-200 |
Brazil |
South America |
https://www.linkedin.com/in/ariel-shammah-28311793/ |
Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity |
2.013 |
|
|
|
http://spainvest.com.br/ |
SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. |
SF |
|
|
SPA- Strategic Portfolio Advisors |
Natan |
Sakkal |
Director |
Direct: 55 (11) 3156-4206 |
|
natan@spainvest.com.br |
|
Av. Angelica, 2071, Andar 10 Conj 101/102, Consolacao |
Sao Paulo |
SP |
01227-200 |
Brazil |
South America |
|
Global investments: Hedge Funds, Global Bonds, Equities, Currencies, Private Equity |
2.013 |
|
|
|
http://spainvest.com.br/ |
SPA has been originated from a single family office responsible for managing the portfolio onshore and offshore of a large family for over 20 years. |
SF |
|
| 597 |
Sparta Group LLC |
Serge |
Bhachu |
Managing Partner |
(781) 481-9055 |
(781) 481-9155 |
serge@spartagroupllc.com |
|
92 Montvale Ave., Suite 2500 |
Stoneham |
MA |
02180 |
United States of America |
North America |
https://www.linkedin.com/in/serge-bhachu-b732b82/ |
Hedge Funds, Private Equity, Direct Investments, Real Assets, Public Securities, Sports |
|
|
|
https://eforall.org/about/board/ |
https://www.spartagroupllc.com/ |
Sparta Group is the multi-generational investment office of Gururaj "Desh" Deshpande. Desh has been an entrepreneur and investor spanning several decades. Sparta Group LLC serves as his vehicle to continue to invest in extraordinary founders. Under Desh’s leadership, a number of companies have been taken public or sold, including Cascade Communications, Sycamore Networks, Airvana, and Tejas Networks. Leveraging Sparta’s internal technology expertise across multiple domains, combined with a global network of partners and experts, Sparta continues to build on Desh’s success investing in the next generation of thought leaders bringing unique insights to solving big problems. |
SF |
|
|
Sparta Group LLC |
Christopher |
Gannon |
Associate |
(781) 481-9055 |
(781) 481-9155 |
chriswgannon@hotmail.com |
|
92 Montvale Ave., Suite 3150 |
Stoneham |
MA |
02180 |
United States of America |
North America |
https://www.linkedin.com/in/christopher-gannon-36271b15/ |
Hedge Funds, Private Equity, Direct Investments, Real Assets, Public Securities, Sports |
|
|
|
|
https://www.spartagroupllc.com/ |
Sparta Group is the multi-generational investment office of Gururaj "Desh" Deshpande. Desh has been an entrepreneur and investor spanning several decades. Sparta Group LLC serves as his vehicle to continue to invest in extraordinary founders. Under Desh’s leadership, a number of companies have been taken public or sold, including Cascade Communications, Sycamore Networks, Airvana, and Tejas Networks. Leveraging Sparta’s internal technology expertise across multiple domains, combined with a global network of partners and experts, Sparta continues to build on Desh’s success investing in the next generation of thought leaders bringing unique insights to solving big problems. |
SF |
|
| 598 |
Spectrum Value Management Ltd. |
Sascha |
Burger |
Chief Financial Officer |
41 552 228 760 |
41 552 228 739 |
sascha.burger@s-vm.com |
|
Zürcherstrasse 156 |
Rapperswil-Jona |
|
CH-8645 |
Switzerland |
Europe |
https://www.linkedin.com/in/sascha-burger-5798292b/ |
Health Care, Hedge Funds |
2.002 |
|
|
https://www.linkedin.com/company/spectrum-value-management-ltd/ |
https://s-vm.com/ |
Spectrum Value Management is a single family office that manages and looks after the commercial and private interests of Thomas Schmidheiny and his family. |
SF |
|
|
Spectrum Value Management Ltd. |
Christian |
Reber |
Member of the Board of Directors |
41 552 228 730 |
41 552 228 739 |
christian.reber@s-vm.com |
|
Zürcherstrasse 156 |
Rapperswil-Jona |
|
CH-8645 |
Switzerland |
Europe |
https://www.linkedin.com/in/christian-r-zh/ |
Health Care, Hedge Funds |
2.002 |
|
|
https://www.linkedin.com/company/spectrum-value-management-ltd/ |
https://s-vm.com/ |
Spectrum Value Management is a single family office that manages and looks after the commercial and private interests of Thomas Schmidheiny and his family. |
SF |
|
| 599 |
Spring Creek Partners |
David |
Anderson |
Partner |
(815) 637-7624 |
(815) 637-7629 |
david@springcreekpartners.com |
|
318 Spring Creek Road |
Rockford |
IL |
61107 |
United States of America |
North America |
https://www.linkedin.com/in/david-anderson-a045b17/ |
Venture Capital, Venture Funding, Alternative Investments, Fundraising, Real Estate, Technology, Manufacturing |
2.016 |
|
|
https://andersongardens.org/ |
https://springcreekpartners.com/ |
Spring Creek Partners is a single-family office that manages a diversified investment portfolio with the goal of achieving superior, long-term, risk-adjusted returns. Spring Creek Partners is the outgrowth of a company formed by three Swedish immigrants in 1915. Anderson Brothers Manufacturing, as the company was known then, grew to be one of the foremost designers and builders of dairy packaging equipment in the world. Anderson Brothers’ machinery included all types of dairy products and frozen snack food fillers and were in production across the United States, Japan, Germany. |
SF |
|
|
Spring Creek Partners |
Kristin |
Pecora |
Managing Director |
(815) 637-7626 |
(815) 637-7629 |
kpecora@springcreekpartners.com |
|
318 Spring Creek Road |
Rockford |
IL |
61107 |
United States of America |
North America |
https://www.linkedin.com/in/kristin-pecora-52310a20/ |
Venture Capital, Venture Funding, Alternative Investments, Fundraising, Real Estate, Technology, Manufacturing |
2.016 |
|
|
|
https://springcreekpartners.com/ |
Spring Creek Partners is a single-family office that manages a diversified investment portfolio with the goal of achieving superior, long-term, risk-adjusted returns. Spring Creek Partners is the outgrowth of a company formed by three Swedish immigrants in 1915. Anderson Brothers Manufacturing, as the company was known then, grew to be one of the foremost designers and builders of dairy packaging equipment in the world. Anderson Brothers’ machinery included all types of dairy products and frozen snack food fillers and were in production across the United States, Japan, Germany. |
SF |
|
|
Spring Creek Partners |
Dianne |
Wells |
Chief Financial Officer |
(815) 637-7626 |
(815) 637-7629 |
dianne@springcreekpartners.com |
|
318 Spring Creek Road |
Rockford |
IL |
61107 |
United States of America |
North America |
|
Venture Capital, Venture Funding, Alternative Investments, Fundraising, Real Estate, Technology, Manufacturing |
2.016 |
|
|
|
https://springcreekpartners.com/ |
Spring Creek Partners is a single-family office that manages a diversified investment portfolio with the goal of achieving superior, long-term, risk-adjusted returns. Spring Creek Partners is the outgrowth of a company formed by three Swedish immigrants in 1915. Anderson Brothers Manufacturing, as the company was known then, grew to be one of the foremost designers and builders of dairy packaging equipment in the world. Anderson Brothers’ machinery included all types of dairy products and frozen snack food fillers and were in production across the United States, Japan, Germany. |
SF |
|
| 600 |
Square Capital, LLP |
Hugues |
Decobert |
Co-Founder & CEO |
44 207 406-3288 |
44 207 406-3289 |
hd@squarecapital.co.uk |
info@squarecapital.co.uk |
1, Cork Street Mews |
London |
|
W1S 3BL |
United Kingdom |
Europe |
https://www.linkedin.com/in/hugues-decobert-b185448/ |
Funds, Hedge Funds, Commodities, Real Estate, Private Equity. |
2.007 |
€1.5B |
|
https://www.linkedin.com/company/square-capital-llp/ |
https://www.squarecapitalgroup.com/ |
years of experience in investment banking, including over 30 years spent at Goldman Sachs Asset Management. |
MF |
33 1 42 25 16 33
Email: sc-contact@squarecapital.co.uk |
|
Square Capital, LLP |
Jacques |
Benhamou |
Co-Founder & CIO |
44 207 406-3288 |
44 207 406-3289 |
jb@squarecapital.co.uk |
info@squarecapital.co.uk |
1, Cork Street Mews |
London |
|
W1S 3BL |
United Kingdom |
Europe |
https://www.linkedin.com/in/jacques-benhamou-9ba8755/ |
Funds, Hedge Funds, Commodities, Real Estate, Private Equity. |
2.007 |
€1.5B |
|
https://www.linkedin.com/company/square-capital-llp/ |
https://www.squarecapitalgroup.com/ |
years of experience in investment banking, including over 30 years spent at Goldman Sachs Asset Management. |
MF |
33 1 42 25 16 33
Email: sc-contact@squarecapital.co.uk |
|
Square Capital, LLP |
Matthieu |
Giudicelli |
Investment Associate |
44 207 406-3288 |
44 207 406-3289 |
mg@squarecapital.co.uk |
info@squarecapital.co.uk |
1, Cork Street Mews |
London |
|
W1S 3BL |
United Kingdom |
Europe |
https://www.linkedin.com/in/matthieu-giudicelli-cfa-b4877823/ |
Funds, Hedge Funds, Commodities, Real Estate, Private Equity. |
2.007 |
€1.5B |
|
https://www.linkedin.com/company/square-capital-llp/ |
https://www.squarecapitalgroup.com/ |
years of experience in investment banking, including over 30 years spent at Goldman Sachs Asset Management. |
MF |
33 1 42 25 16 33
Email: sc-contact@squarecapital.co.uk |
| 601 |
SSARIS Advisors, LLC |
Mark |
Rosenberg |
Chairman of the Board & CIO |
(203) 328-7200 |
|
mrosenberg@ssaris.com |
info@ssaris.com |
Financial Centre, 695 East Main Street, Suite 102 |
Stamford |
CT |
6901 |
United States of America |
North America |
https://www.linkedin.com/in/mark-rosenberg-61409052/ |
|
|
$324M |
|
|
http://www.ssaris.com/ |
SSARIS Advisors, an investment manager of absolute return hedge fund strategies and hedge fund of funds strategies headquartered in Wilton, Connecticut. |
Fund-of-Fund |
|
|
SSARIS Advisors, LLC |
Peter |
Hinrichs |
Chief Financial Officer, Chief Compliance Officer & Chairs |
(203) 328-7200 |
|
phinrichs@ssaris.com |
info@ssaris.com |
Financial Centre, 695 East Main Street, Suite 102 |
Stamford |
CT |
6901 |
United States of America |
North America |
https://www.linkedin.com/in/peter-hinrichs-56793511/ |
|
|
$324M |
|
|
http://www.ssaris.com/ |
SSARIS Advisors, an investment manager of absolute return hedge fund strategies and hedge fund of funds strategies headquartered in Wilton, Connecticut. |
Fund-of-Fund |
|
| 602 |
Stable Road Capital |
Pablo |
Rendon |
Director of Operations |
(833) 478-2253 |
|
pablo@stableroadcapital.com |
|
600 Stable Rd. |
Paia |
HI |
96779 |
United States of America |
North America |
https://www.linkedin.com/in/pablo-rendon-489a3384/ |
Public Securities, Private Credit, Private Equity, Real Estate, Venture Capital, Cannabis, Hedge Funds |
2.017 |
|
|
|
https://www.stableroadcapital.com/ |
Stable Road Capital is a single family office employing an opportunistic approach to fundamental value investing, and our foundation invests in the well-being of our community. Focuses on acquiring and investing in high quality operating businesses, assets and funds. All of our investments must meet a 3-tiered mandate that includes capital preservation, current yield and risk-adjusted total returns. |
SF |
|
|
Stable Road Capital |
Edward |
Freedman |
Founder & Chairman |
(833) 478-2253 |
|
ed@stableroadcapital.com |
|
600 Stable Rd. |
Paia |
HI |
96779 |
United States of America |
North America |
https://www.linkedin.com/in/edward-freedman-1354659b/ |
Public Securities, Private Credit, Private Equity, Real Estate, Venture Capital, Cannabis, Hedge Funds |
2.017 |
|
ed@stableroadcapital.com |
|
https://www.stableroadcapital.com/ |
Stable Road Capital is a single family office employing an opportunistic approach to fundamental value investing, and our foundation invests in the well-being of our community. Focuses on acquiring and investing in high quality operating businesses, assets and funds. All of our investments must meet a 3-tiered mandate that includes capital preservation, current yield and risk-adjusted total returns. |
SF |
|
|
Stable Road Capital |
Emily |
Murphy |
Accounting Manager |
(833) 478-2253 |
|
emily@stableroadcapital.com |
|
600 Stable Rd. |
Paia |
HI |
96779 |
United States of America |
North America |
https://www.linkedin.com/in/emilyannemurphy/ |
Public Securities, Private Credit, Private Equity, Real Estate, Venture Capital, Cannabis, Hedge Funds |
2.017 |
|
|
|
https://www.stableroadcapital.com/ |
Stable Road Capital is a single family office employing an opportunistic approach to fundamental value investing, and our foundation invests in the well-being of our community. Focuses on acquiring and investing in high quality operating businesses, assets and funds. All of our investments must meet a 3-tiered mandate that includes capital preservation, current yield and risk-adjusted total returns. |
SF |
|
| 603 |
Stark Family Office |
Brian |
Stark |
President & CEO |
(414) 294-7000 |
|
bstark@starkinvestments.com |
|
735 N Water St., Suite 790 |
Milwaukee |
WI |
53202-4104 |
United States of America |
North America |
https://www.linkedin.com/in/brian-stark-53a86311/ |
Alternative Investments |
1.993 |
|
|
|
https://www.facebook.com/pages/Stark%20Investments/133036350082354/ |
Stark Family Office is a single family office firm for the Stark Family. |
SF |
|
| 604 |
Stenham Asset Management Inc. |
Giulio |
Battaglia |
Managing Director |
44 207 079-6600 |
44 207 079-6800 |
giulio.battaglia@stenham.com |
info@stenhamassetmanagement.com |
180 Great Portland Street |
London |
|
W1W 5QZ |
United Kingdom |
Europe |
https://www.linkedin.com/in/giulio-battaglia-4129822/ |
|
|
$3.6B |
|
|
https://www.stenham.com/ |
Stenham Asset Management provides investment management and investment advice to professional investors in the construction and monitoring of investment portfolios across a number of solutions comprising discretionary multi-asset portfolios, funds of hedge funds and long only UCITS funds.
Stenham Wealth Management offers a range of advisory and discretionary services
as part of a traditional liquid, multi-asset class approach to private client investment management.
Stenham Trustees advises international clients on the establishment and administration of a comprehensive range of onshore and offshore structures. |
Fund-of-Fund |
|
|
Stenham Asset Management Inc. |
Lynda |
Stoelker |
Head of Investment Research |
44 207 079-6625 |
44 207 079-6800 |
lynda.stoelker@stenham.com |
info@stenhamassetmanagement.com |
180 Great Portland Street |
London |
|
W1W 5QZ |
United Kingdom |
Europe |
https://www.linkedin.com/in/lynda-stoelker-04042910/ |
|
|
$3.6B |
|
|
https://www.stenham.com/ |
Stenham Asset Management provides investment management and investment advice to professional investors in the construction and monitoring of investment portfolios across a number of solutions comprising discretionary multi-asset portfolios, funds of hedge funds and long only UCITS funds.
Stenham Wealth Management offers a range of advisory and discretionary services
as part of a traditional liquid, multi-asset class approach to private client investment management.
Stenham Trustees advises international clients on the establishment and administration of a comprehensive range of onshore and offshore structures. |
Fund-of-Fund |
|
|
Stenham Asset Management Inc. |
François-Régis |
Braut |
Senior Risk Management & Quantitative Research Analyst |
44 207 079-6600 |
44 207 079-6800 |
braut.francois@free.fr |
info@stenhamassetmanagement.com |
43 Rutherford House, 483 Battersea Park Road, Battersea |
London |
|
SW11 4BT |
United Kingdom |
Europe |
https://www.linkedin.com/in/françois-régis-braut-12509b35/ |
|
|
$3.6B |
|
|
https://www.stenham.com/ |
Stenham Asset Management provides investment management and investment advice to professional investors in the construction and monitoring of investment portfolios across a number of solutions comprising discretionary multi-asset portfolios, funds of hedge funds and long only UCITS funds.
Stenham Wealth Management offers a range of advisory and discretionary services
as part of a traditional liquid, multi-asset class approach to private client investment management.
Stenham Trustees advises international clients on the establishment and administration of a comprehensive range of onshore and offshore structures. |
Fund-of-Fund |
|
|
Stenham Asset Management Inc. |
Francis |
Kidd |
Director Middle Office |
44 207 585-1504 |
44 207 079-6800 |
francisdkidd@yahoo.co.uk |
info@stenhamassetmanagement.com |
43 Rutherford House, 483 Battersea Park Road, Battersea |
London |
|
SW11 4BT |
United Kingdom |
Europe |
https://www.linkedin.com/in/francis-kidd-03172510/ |
|
|
$3.6B |
|
|
https://www.stenham.com/ |
Stenham Asset Management provides investment management and investment advice to professional investors in the construction and monitoring of investment portfolios across a number of solutions comprising discretionary multi-asset portfolios, funds of hedge funds and long only UCITS funds.
Stenham Wealth Management offers a range of advisory and discretionary services
as part of a traditional liquid, multi-asset class approach to private client investment management.
Stenham Trustees advises international clients on the establishment and administration of a comprehensive range of onshore and offshore structures. |
Fund-of-Fund |
|
| 605 |
Stonegate Digital Capital Group |
John |
McCorvey III |
CEO, Founder & Portfolio Manager |
(404) 736-9255 |
|
info@gpb-cap.com |
info@gpb-cap.com |
99 Park Ave #1110 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/johnmccorvey/ |
Blockchain & Crytocurrency, Cannabis, eSports, Healthcare, Media & Entertainment |
|
|
|
|
https://stonegatedigital.com/ |
Stonegate Digital is one of the world’s leading alternative investment firms. We strive to maximize the profit potential throughout the alternative investment markets, as well as create positive social and economic impact and long-term value for our investors, partners and the companies in which we invest. The Stonegate Digital team has significant expertise across all aspects of alternative investment products, including private equity, venture capital, and hedge funds, and focuses on various sectors including Blockchain & Cryptocurrency, Cannabis, eSports, Healthcare, as well as Media and Entertainment. |
Private Equity |
|
|
Stonegate Digital Capital Group |
William |
Uicker |
Chief Strategy Officer |
(404) 736-9255 |
|
info@gpb-cap.com |
info@gpb-cap.com |
99 Park Ave #1110 |
New York |
NY |
10016 |
United States of America |
North America |
https://www.linkedin.com/in/williamuicker-94162a4b/ |
Blockchain & Crytocurrency, Cannabis, eSports, Healthcare, Media & Entertainment |
|
|
|
|
https://stonegatedigital.com/ |
Stonegate Digital is one of the world’s leading alternative investment firms. We strive to maximize the profit potential throughout the alternative investment markets, as well as create positive social and economic impact and long-term value for our investors, partners and the companies in which we invest. The Stonegate Digital team has significant expertise across all aspects of alternative investment products, including private equity, venture capital, and hedge funds, and focuses on various sectors including Blockchain & Cryptocurrency, Cannabis, eSports, Healthcare, as well as Media and Entertainment. |
Private Equity |
|
| 606 |
Stonehage Fleming Family & Partners Limited |
Andrew |
Nolan |
Executive Director |
44 207 087-0000 |
44 207 087-0001 |
andrew.nolan@stonehage.com |
info@stonehage.com |
15 Suffolk Street |
London |
|
SW1Y 4HG |
United Kingdom |
Europe |
https://www.linkedin.com/in/andrew-nolan-84247a22/ |
Private Equity, Real Estate, Hedge Funds |
1.976 |
$21B |
enquiries@ffandp.com |
https://www.linkedin.com/company/stonehagefleming/ |
https://www.stonehagefleming.com/ |
Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. |
MF |
|
|
Stonehage Fleming Family & Partners Limited |
Ezra |
Sofer |
Partner |
44 207 087-0000 |
44 207 087-0001 |
ezra.sofer@stonehage.com |
info@stonehage.com |
15 Suffolk Street |
London |
|
SW1Y 4HG |
United Kingdom |
Europe |
https://www.linkedin.com/in/ezra-sofer-0544a62a/ |
Private Equity, Real Estate, Hedge Funds |
1.976 |
$21B |
ezra.sofer@stonehagefleming.com |
https://www.linkedin.com/company/stonehagefleming/ |
https://www.stonehagefleming.com/ |
Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. |
MF |
|
|
Stonehage Fleming Family & Partners Limited |
Frank |
Silk |
Executive Director |
44 207 087-0000 |
44 207 087-0001 |
fran.silk@stonehage.com |
info@stonehage.com |
15 Suffolk Street |
London |
|
SW1Y 4HG |
United Kingdom |
Europe |
|
Private Equity, Real Estate, Hedge Funds |
1.976 |
$21B |
enquiries@ffandp.com |
https://www.linkedin.com/company/stonehagefleming/ |
https://www.stonehagefleming.com/ |
Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. |
MF |
|
|
Stonehage Fleming Family & Partners Limited |
Helen |
Loring |
Investment Manager |
44 207 087-0000 |
44 207 087-0001 |
helen.loring@ffandp.com |
info@stonehage.com |
15 Suffolk Street |
London |
|
SW1Y 4HG |
United Kingdom |
Europe |
https://www.linkedin.com/in/helen-loring-b285854/ |
Private Equity, Real Estate, Hedge Funds |
1.976 |
$21B |
helen.loring@stonehagefleming.com |
https://www.linkedin.com/company/stonehagefleming/ |
https://www.stonehagefleming.com/ |
Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. |
MF |
|
|
Stonehage Fleming Family & Partners Limited |
Jamie |
Astbury |
Client Relationship Management |
44 207 087-0000 |
44 207 087-0001 |
jamie.astbury@ffandp.com |
info@stonehage.com |
15 Suffolk Street |
London |
|
SW1Y 4HG |
United Kingdom |
Europe |
https://www.linkedin.com/in/jamie-astbury-9822266/ |
Private Equity, Real Estate, Hedge Funds |
1.976 |
$21B |
enquiries@ffandp.com |
https://www.linkedin.com/company/stonehagefleming/ |
https://www.stonehagefleming.com/ |
Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. |
MF |
|
| 607 |
Stonehill, LLC |
Ari |
Steinberg |
President |
(702) 290-8257 |
|
ari@stonehillam.com |
|
7400 East Crestline Circle, Suite 250 |
Greenwood Village |
CO |
80111 |
United States of America |
North America |
|
Healthcare, Real Estate, Alternative Investments |
|
|
ari@highlinepg.com |
|
https://www.stonehillam.com/ |
Stonehill is a diversified single family office for the Steinberg Family based in Las Vegas, NV with holdings in healthcare, real estate, and investment opportunities.Collectively, these three Real Estate Family Offices share over centuries of real estate experience. |
SF |
|
|
Stonehill, LLC |
Jonathan |
Fragoso |
Founding Partner & Chief Investment Officer |
(702) 290-8257 |
|
jonathan@stonehillam.com |
|
7301 Peak Dr., Suite 200 |
Las Vegas |
NV |
89128 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-fragoso-a6874726/ |
Healthcare, Real Estate, Alternative Investments |
|
|
|
|
https://www.stonehillam.com/ |
Stonehill is a diversified single family office for the Steinberg Family based in Las Vegas, NV with holdings in healthcare, real estate, and investment opportunities.Collectively, these three Real Estate Family Offices share over centuries of real estate experience. |
SF |
|
| 608 |
Strategic Assets Partners LLP |
Gerard |
Sillam |
Managing Partner |
|
|
sillamgerard@gmail.com |
|
145-157 St. John Street |
London |
|
EC1V 4WP |
United Kingdom |
Europe |
https://www.linkedin.com/in/gerard-sillam-8921b64/ |
Alternative Investments |
2.012 |
|
|
https://www.linkedin.com/company/strategic-assets-partners/ |
|
Strategic Assets Partners is a French Multi-Family Office Group with its head office in Mayfair, London. Strategic Assets Partners LLP was founded, built, and structured expressly around understanding and meeting our Investors' investment needs. We serve our Investors by providing them with expertise in traditional and alternative investments, and by offering them access to the best opportunities around the globe. |
MF |
|
| 609 |
Studio Guzzi Family Office |
Davide |
Guzzi |
Senior Partner |
39 240 303 288 |
39 248 702 582 |
d.guzzi@studioguzzi.it |
segreteria@studioguzzi.it |
Via Verdi, 6 |
Milan |
|
20123 |
Italy |
Europe |
https://www.linkedin.com/in/davide-guzzi-41166828/ |
Private Equity, Real Estate, Hedge Funds and Endowment Funds |
1.997 |
|
segreteria@studioguzzi.it |
|
https://studioguzzi.it/ |
Studio Guzzi is an independent multi-family office, active for over 40 years in the Milan. |
MF |
|
| 610 |
Sturgeon Ventures LLP |
Alexandra |
Brown |
Executive Personal Assistant |
44 203 167-4625 |
44 203 195-1159 |
ab@sturgeonventures.com |
info@sturgeonventures.com |
Linstead House, 9 Disraeli Road |
London |
|
SW15 2DR |
United Kingdom |
Europe |
https://www.linkedin.com/in/alexandra-brown-8109ba59/ |
Real Estate, Alternative Investments, Venture Capital, Private Equity |
1.998 |
$228M |
advice@sturgeonventures.com, obi@sturgeonventures.com |
https://www.linkedin.com/company/sturgeon-ventures-llp---regulatory-umbrella |
http://www.sturgeonventures.com/ |
Sturgeon Ventures was born as a single family office in 1998 regulated by the UK's Financial Conduct Authority (FCA), now as a Multi Family Office and and SEC Registered Advisory firm.
The Partners love of being involved in the growth and nurturing of private company investments led to the creation of an incubator. Initially there was no sector focus; in 1999 some sectors took the lead focus. These included financial services and well-being. Sturgeon Ventures is the most established Regulatory Incubator known by some as a Regulated Umbrella or Hosting Platform or Regulated Hosting firm. |
MF |
|
|
Sturgeon Ventures LLP |
Seonaid |
Mackenzie |
Founder Partner |
Mobile: 44 793 925-2477 |
44 203 195-1159 |
sm@sturgeonventures.com |
info@sturgeonventures.com |
Linstead House, 9 Disraeli Road |
London |
|
SW15 2DR |
United Kingdom |
Europe |
https://www.linkedin.com/in/seonaid-pronounce-shona-mackenzie-fcsi-6169754/ |
Real Estate, Alternative Investments, Venture Capital, Private Equity |
1.998 |
$228M |
|
Skype: seonaid.mackenzie |
http://www.sturgeonventures.com/ |
Sturgeon Ventures was born as a single family office in 1998 regulated by the UK's Financial Conduct Authority (FCA), now as a Multi Family Office and and SEC Registered Advisory firm.
The Partners love of being involved in the growth and nurturing of private company investments led to the creation of an incubator. Initially there was no sector focus; in 1999 some sectors took the lead focus. These included financial services and well-being. Sturgeon Ventures is the most established Regulatory Incubator known by some as a Regulated Umbrella or Hosting Platform or Regulated Hosting firm. |
MF |
|
|
Sturgeon Ventures LLP |
Tim |
Peppiatt |
Portfolio Manager & Investment Committee Member |
44 203 167-4625 |
44 203 195-1159 |
tp@sturgeonventures.com |
info@sturgeonventures.com |
Linstead House, 9 Disraeli Road |
London |
|
SW15 2DR |
United Kingdom |
Europe |
https://www.linkedin.com/in/tim-peppiatt-472b81/ |
Real Estate, Alternative Investments, Venture Capital, Private Equity |
1.998 |
$228M |
tim@tpandsw.com |
http://www.tpandsw.com/
https://maketorent.com/ |
http://www.sturgeonventures.com/ |
Sturgeon Ventures was born as a single family office in 1998 regulated by the UK's Financial Conduct Authority (FCA), now as a Multi Family Office and and SEC Registered Advisory firm.
The Partners love of being involved in the growth and nurturing of private company investments led to the creation of an incubator. Initially there was no sector focus; in 1999 some sectors took the lead focus. These included financial services and well-being. Sturgeon Ventures is the most established Regulatory Incubator known by some as a Regulated Umbrella or Hosting Platform or Regulated Hosting firm. |
MF |
|
| 611 |
Sumus Capital |
Luca |
Parmeggiani |
Chief Executive Officer |
41 225 522 581 |
41 227 310 471 |
luca@sumuscapital.com |
info@sumuscapital.com |
Rue du Général-Dufour 11 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/parmeggiani-luca-4176848/ |
Private Equity Funds, Real Estate and Alternative Investment Funds |
2.015 |
CHF 633.4M |
|
https://www.linkedin.com/company-beta/10516680/ |
https://sumuscapital.com/ |
Created in 2015 aiming to offer long-term and stable performances, Sumus Capital is a Multi-Family Office based in Geneva, Switzerland. Sumus Capital manages the wealth of its clients using a 360°approach, including all services that they may need. |
MF |
|
|
Sumus Capital |
Andrea |
Zuccheri |
Partner & CIO |
41 225 522 581 |
41 227 310 471 |
andrea@sumuscapital.com |
info@sumuscapital.com |
Rue du Général-Dufour 11 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
https://www.linkedin.com/in/andrea-zuccheri-phd-cfa-caia-a65b8a110/ |
Private Equity Funds, Real Estate and Alternative Investment Funds |
2.015 |
CHF 633.4M |
|
https://www.linkedin.com/company-beta/10516680/ |
https://sumuscapital.com/ |
Created in 2015 aiming to offer long-term and stable performances, Sumus Capital is a Multi-Family Office based in Geneva, Switzerland. Sumus Capital manages the wealth of its clients using a 360°approach, including all services that they may need. |
MF |
|
| 612 |
suscap advisors ag |
Lydia |
Niedermaier |
Office Manager |
|
|
ln@suscap.ch |
|
|
Zurich |
|
|
Switzerland |
Europe |
|
Real Estate, Hedge Funds |
|
|
|
|
https://suscap.ch/ |
suscap is a Single Family Office based in Zurich. We protect capital sustainably through growth, responsibility and care. |
SF |
|
| 613 |
SweetWater Securities Inc. |
Fernando |
Tapia Cardoze |
Executive Principal |
507 200 7430 |
507 200 7450 |
ftapiac@sweetwatersecurities.com |
info@sweetwatersecurities.com |
Street 74, San Francisco, Ph. Midtown, Floor 16, Office 1604 |
Calle 74 |
|
|
Republic of Panama |
North America |
https://www.linkedin.com/in/fernando-tapia-cardoze-cima®-61489450// |
Private Equity, Real Estate, Hedge Fund |
2.010 |
$400M |
|
https://www.linkedin.com/company/sweetwater-securities-inc/ |
https://www.sweetwatersecurities.com/ |
SweetWater Securities is founded as a multi-family office serving high-net worth Panamanian Families. SweetWater Securities has developed and expanded on an independent business platform that allows the firm, and its’ advisors, to integrate personalized solutions for each client. Our counterparts and service providers allow for access to both local and international capital markets, whereby tailor-made asset management solutions can be put forth. |
MF |
|
|
SweetWater Securities Inc. |
Rodrigo |
Arturo Tapia Cardoze |
President |
507 200 7430 |
507 200 7450 |
rtapiac@sweetwatersecurities.com |
info@sweetwatersecurities.com |
Street 74, San Francisco, Ph. Midtown, Floor 16, Office 1604 |
Calle 74 |
|
|
Republic of Panama |
North America |
https://www.linkedin.com/in/rodrigo-arturo-tapia-cardoze-3909b644/ |
Private Equity, Real Estate, Hedge Fund |
2.010 |
$400M |
|
https://www.linkedin.com/company/sweetwater-securities-inc/ |
https://www.sweetwatersecurities.com/ |
SweetWater Securities is founded as a multi-family office serving high-net worth Panamanian Families. SweetWater Securities has developed and expanded on an independent business platform that allows the firm, and its’ advisors, to integrate personalized solutions for each client. Our counterparts and service providers allow for access to both local and international capital markets, whereby tailor-made asset management solutions can be put forth. |
MF |
|
| 614 |
SwissAnalytics AG |
Michael |
Ahrndt |
Member of the Board of Directors |
41 442 688 440 |
41 442 969 069 |
michael.ahrndt@gmx.ch |
|
Marktgasse 12 |
Zurich |
|
CH-8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/michaelahrndt/ |
|
|
$2B |
|
|
https://www.swissanalytics.com/ |
The SwissAnalytics alternative investment analysis platform was established in 2005 as a comprehensive qualitative and quantitative risk framework through which they perform in-depth due diligence and calculate and monitor accurate lending values for non-traditional assets such as hedge funds. In developing this framework, they have placed emphasis on creating structured, repeatable and understandable processes. |
Fund-of-Fund |
|
|
SwissAnalytics AG |
Arne |
Schmidt |
Member of the Board of Directors |
41 432 688 440 |
41 442 969 069 |
as@sar-ag.ch |
|
Marktgasse 12 |
Zurich |
|
CH-8001 |
Switzerland |
Europe |
https://www.linkedin.com/in/schmidtarne/ |
|
|
$2B |
|
|
https://www.swissanalytics.com/ |
The SwissAnalytics alternative investment analysis platform was established in 2005 as a comprehensive qualitative and quantitative risk framework through which they perform in-depth due diligence and calculate and monitor accurate lending values for non-traditional assets such as hedge funds. In developing this framework, they have placed emphasis on creating structured, repeatable and understandable processes. |
Fund-of-Fund |
|
| 615 |
Swix Family Office SA |
Giacomo |
Bernasconi |
Co-Founder & CEO |
41 919 605 000 |
41 919 210 584 |
giacomo.bernasconi@swixfo.com |
info@swixfo.com |
Piazza Indipendenza 1 |
Lugano |
|
CH-6900 |
Switzerland |
Europe |
https://www.linkedin.com/in/giacomo-bernasconi-aa909a84/ |
Alternative Investments |
2.014 |
|
|
https://www.logograb.com/company#leadership |
https://swixfo.com/ |
SWIX Family Office is an independent multi-family office. We stand at arm’s length to Swiss and International families in order to manage their wealth and protect their legacy for the generations to come. |
MF |
41 22 322 09 43 |
|
Swix Family Office SA |
Manucer |
Alexander-David |
Executive Chairman & Co-Founder |
41 919 605 000 |
41 919 210 584 |
manucer.alexander-david@swixfo.com |
info@swixfo.com |
Piazza Indipendenza 1 |
Lugano |
|
CH-6900 |
Switzerland |
Europe |
https://www.linkedin.com/in/manucer-alexander-david-27923456/ |
Alternative Investments |
2.014 |
|
|
https://www.linkedin.com/company/swix-family-office-sa/ |
https://swixfo.com/ |
SWIX Family Office is an independent multi-family office. We stand at arm’s length to Swiss and International families in order to manage their wealth and protect their legacy for the generations to come. |
MF |
41 22 322 09 43 |
| 616 |
SWU Group |
Jonathan |
Wu |
Associate Director & Financial Planner & Head of Group Operations |
61 4 1603 1676 |
61 2 9211 0220 |
jonathan.wu@simonwu.com.au |
financialsuccess@simonwu.com.au |
330 Wattle St., Suite 38-39, Level 2 |
Ultimo |
NSW |
2007 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/jonathan-wu-fcpa-fps-smsfs-fchfp-4ba6537/ |
Alternative Investment Funds |
1.986 |
|
jonathan.wu@premiumchinafunds.com.au |
https://www.linkedin.com/company/swu-group/ |
https://simonwu.com.au/ |
SWU Group is a boutique multi family office which caters to the middle class of Australia. We look after anything finance related from accounting, financial advice, insurance, credit advice and estate planning. All of these services are available in-house with specialists looking after you every step of the way. |
MF |
Premium China Funds Management's Address: Suite 39, Level 2, 330 Wattle Street, Ultimo NSW 2007, Australia |
|
SWU Group |
Simon |
Wu |
Founding Chairman & CFO |
61 4 1603 1676 |
61 2 9211 0220 |
simon.wu@simonwu.com.au |
financialsuccess@simonwu.com.au |
330 Wattle St., Suite 38-39, Level 2 |
Ultimo |
NSW |
2007 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/simon-wu-32b04024/ |
Alternative Investment Funds |
1.986 |
|
|
https://www.premiumchinafunds.com.au/ |
https://simonwu.com.au/ |
SWU Group is a boutique multi family office which caters to the middle class of Australia. We look after anything finance related from accounting, financial advice, insurance, credit advice and estate planning. All of these services are available in-house with specialists looking after you every step of the way. |
MF |
Premium China Funds Management's Address: Suite 39, Level 2, 330 Wattle Street, Ultimo NSW 2007, Australia |
| 617 |
Tacita Family Office |
Raven |
Lowden |
Vice President & Head of Finance |
Direct: (416) 640-6738 |
(416) 850-1408 |
rlowden@tacitacapital.com |
info@tacitacapital.com |
150 King St. W., Suite 2020, Box 10 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/raven-lowden-ca-cpa-70a21597/ |
Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds |
2.006 |
|
|
https://www.linkedin.com/company/tacita-capital-inc/ |
https://tacitacapital.com/ |
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. |
MF |
|
|
Tacita Family Office |
Garnet |
Anderson |
Vice President, Portfolio Manager |
Direct: (416) 640-9962 |
(416) 850-1408 |
ganderson@tacitacapital.com |
info@tacitacapital.com |
150 King St. W., Suite 2020, Box 10 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/garnet-anderson-cpa-ca-cfa-2b14b319/ |
Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds |
2.006 |
|
|
https://www.linkedin.com/company/tacita-capital-inc/ |
https://tacitacapital.com/ |
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. |
MF |
|
|
Tacita Family Office |
Harmish |
Naik |
Associate Director, Family Office Services |
Direct: (416) 640-7369 |
(416) 850-1408 |
hnaik@tacitacapital.com |
info@tacitacapital.com |
150 King St. W., Suite 2020, Box 10 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/harmish-naik-b6428a1b/ |
Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds |
2.006 |
|
|
https://www.linkedin.com/company/tacita-capital-inc/ |
https://tacitacapital.com/ |
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. |
MF |
|
|
Tacita Family Office |
Joanne |
Swystun |
Vice President & Director of Wealth Planning |
Direct: (416) 640-9960 |
(416) 850-1408 |
jswystun@tacitacapital.com |
info@tacitacapital.com |
150 King St. W., Suite 2020, Box 10 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/joanne-swystun-7007b42b/ |
Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds |
2.006 |
|
|
https://www.linkedin.com/company/tacita-capital-inc/ |
https://tacitacapital.com/ |
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. |
MF |
|
|
Tacita Family Office |
Michael |
Nairne |
President & Chief Investment Officer |
Direct: (416) 640-9961 |
(416) 850-1408 |
mnairne@tacitacapital.com |
info@tacitacapital.com |
150 King St. W., Suite 2020, Box 10 |
Toronto |
ON |
M5H 1J9 |
Canada |
North America |
https://www.linkedin.com/in/michael-nairne-00a00511/ |
Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds |
2.006 |
|
|
Main Office: (416) 964-8535 |
https://tacitacapital.com/ |
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. |
MF |
|
| 618 |
Talan Capital Ltd |
Olga |
Zaytseva |
Partner |
44 793 205-1403 |
|
oz@talancitygroup.com |
info@talaninternational.com |
Spaces Business Center, Belgravia, 25 Wilton Road |
London |
|
SW1V 1LW |
United Kingdom |
Europe |
https://www.linkedin.com/in/olga-zaytseva-a5506422/ |
Private Equity, Private Debts, Real Estate Funds, Alternative Investments, Wine, Art |
|
|
|
https://talancitygroup.com/ |
https://www.talaninternational.com/ |
Talan International, a Multi-Family Office Servicing High Net Investors from Around the Globe. |
MF |
|
|
Talan Capital Ltd |
Yuri |
Dimitrov |
CFO & Managing Partner |
44 793 205-1403 |
|
yuri@talaninternational.com |
info@talaninternational.com |
Spaces Business Center, Belgravia, 25 Wilton Road |
London |
|
SW1V 1LW |
United Kingdom |
Europe |
https://www.linkedin.com/in/yuri-dimitrov-a44958203/ |
Private Equity, Private Debts, Real Estate Funds, Alternative Investments, Wine, Art |
|
|
|
|
https://www.talaninternational.com/ |
Talan International, a Multi-Family Office Servicing High Net Investors from Around the Globe. |
MF |
|
| 619 |
talipot*holding |
Gabriel |
Terrazas Madariaga |
Chief Executive Officer |
|
|
gabriel@convixion.com |
|
1250 Prospect St., Suite 304 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/gterrazasm/ |
Private Equity, Venture Capital, Hedge Funds, Real Estate, Technology, Alternative Investments, Blockchain |
2.019 |
|
|
https://www.convixion.com/ |
https://www.talipot.investments/ |
talipot*, a Global single family investment enterprise and multinational conglomerate holding company. |
SF |
|
|
talipot*holding |
Guadalupe |
Rodriguez |
Chief Investment Officer |
|
|
gcrod26@gmail.com |
|
1250 Prospect St., Suite 304 |
La Jolla |
CA |
92037 |
United States of America |
North America |
https://www.linkedin.com/in/grodriguezbizwiz/ |
Private Equity, Venture Capital, Hedge Funds, Real Estate, Technology, Alternative Investments, Blockchain |
2.019 |
|
|
https://www.linkedin.com/company/talipot/ |
https://www.talipot.investments/ |
talipot*, a Global single family investment enterprise and multinational conglomerate holding company. |
SF |
|
| 620 |
Tallwoods Partners, LLC |
Jeff |
Greenfield |
Advisor & Member |
(312) 283-3697 |
|
jeff@tallwoods.com |
|
444 N. Wabash Ave., Suite 300 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-greenfield-925b283/ |
Hedge Funds, Asset Management Firms, Endowments, Pension Plans, Venture Capital |
2.006 |
$200M |
jeff.greenfield@golconda.com |
https://golconda.com/ |
https://tallwoods.com/ |
Tallwoods Partners, a Multi Family Office with Single Family Office investment and Service Structure. |
MF |
|
| 621 |
TAO Family Office |
Tatyana |
Tanchelson |
Managing Partner |
|
|
tanya1582@gmail.com |
|
11 HaSadnaot Street |
Herzliya |
|
4672839 |
Israel |
Asia |
https://www.linkedin.com/in/tatyana-tanchelson-96115416/ |
Private Equity, Hedge Funds, Real Estate |
2.017 |
|
|
|
|
TAO Family Office, Israeli SFO Firm. |
SF |
|
| 622 |
Tarbox Family Office, Inc. |
Laura |
Tarbox |
Founder & CEO |
(949) 721-2330 |
(949) 721-0734 |
laura@tarbox.com |
info@tarbox.com |
500 Newport Center Dr., Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/latarbox/ |
Bonds, Assets, Alternative Investments |
1.985 |
|
|
https://www.linkedin.com/company/tarboxfamilyoffice/ |
https://tarbox.com/ |
Tarbox Family Office is a multi family office and fee-only wealth management firm providing comprehensive financial planning and investment management services.
Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States. |
MF |
|
|
Tarbox Family Office, Inc. |
Mike |
Nozzarella |
Chief Investment Officer |
(949) 721-2330 |
(949) 721-0734 |
mike@tarbox.com |
info@tarbox.com |
500 Newport Center Dr., Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/mikenozz/ |
Bonds, Assets, Alternative Investments |
1.985 |
|
|
https://www.linkedin.com/company/tarboxfamilyoffice/ |
https://tarbox.com/ |
Tarbox Family Office is a multi family office and fee-only wealth management firm providing comprehensive financial planning and investment management services.
Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States. |
MF |
|
|
Tarbox Family Office, Inc. |
Mary |
Sigler |
Chief Operating Officer |
(949) 721-2330 |
(949) 721-0734 |
mary@tarbox.com |
info@tarbox.com |
500 Newport Center Dr., Suite 500 |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/marysiglertarbox/ |
Bonds, Assets, Alternative Investments |
1.985 |
|
|
https://www.linkedin.com/company/tarboxfamilyoffice/ |
https://tarbox.com/ |
Tarbox Family Office is a multi family office and fee-only wealth management firm providing comprehensive financial planning and investment management services.
Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States. |
MF |
|
|
Tarbox Family Office, Inc. |
Erin |
Itkoe |
Director of Financial Planning |
(949) 721-2330 |
(949) 721-0734 |
erin@tarbox.com |
info@tarbox.com |
7047 E. Greenway Pkwy, Suite 250 |
Scottsdale |
AZ |
85254 |
United States of America |
North America |
https://www.linkedin.com/in/erin-itkoe-cpa-pfs-cfp®-aep®-cap®-29053b2a/ |
Bonds, Assets, Alternative Investments |
1.985 |
|
|
https://www.linkedin.com/company/tarboxfamilyoffice/ |
https://tarbox.com/ |
Tarbox Family Office is a multi family office and fee-only wealth management firm providing comprehensive financial planning and investment management services.
Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States. |
MF |
|
| 623 |
Tarsadia Investments |
Tushar |
Patel |
Chairman & Founder |
(949) 610-8020 |
(949) 610-8220 |
tushar@tarsadia.com |
info@tarsadia.com |
520 Newport Center Drive, 21st Floor |
Newport Beach |
CA |
92660 |
United States of America |
North America |
|
Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing |
|
$3B |
|
https://www.linkedin.com/company/tarsadia-investments/ |
https://tarsadia.com/ |
Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. |
SF |
|
|
Tarsadia Investments |
Edward |
Coss |
Executive Vice President & Executive General Counsel |
(949) 610-8020 |
(949) 610-8220 |
edc@tarsadia.com |
info@tarsadia.com |
520 Newport Center Drive, 21st Floor |
Newport Beach |
CA |
92660 |
United States of America |
North America |
|
Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing |
|
$3B |
|
https://www.linkedin.com/company/tarsadia-investments/ |
https://tarsadia.com/ |
Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. |
SF |
|
|
Tarsadia Investments |
Ron |
Adelhelm |
Chief Financial Officer |
(949) 610-8080 |
(949) 610-8280 |
rona@tarsadia.com |
info@tarsadia.com |
520 Newport Center Drive, 21st Floor |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/ron-adelhelm-3794b51aa/ |
Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing |
|
$3B |
|
https://www.linkedin.com/company/tarsadia-investments/ |
https://tarsadia.com/ |
Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. |
SF |
|
|
Tarsadia Investments |
Tejash |
Patel |
Treasurer |
(949) 610-8080 |
(949) 610-8280 |
tejasp@tarsadia.com |
info@tarsadia.com |
520 Newport Center Drive, 21st Floor |
Newport Beach |
CA |
92660 |
United States of America |
North America |
https://www.linkedin.com/in/tejash-patel-46732621a/ |
Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing |
|
$3B |
|
https://www.linkedin.com/company/tarsadia-investments/ |
https://tarsadia.com/ |
Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. |
SF |
|
|
Tarsadia Investments |
Angie |
Duncan |
Controller |
(949) 610-8080 |
(949) 610-8280 |
angied@tarsadia.com |
info@tarsadia.com |
520 Newport Center Drive, 21st Floor |
Newport Beach |
CA |
92660 |
United States of America |
North America |
|
Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing |
|
$3B |
|
https://www.linkedin.com/company/tarsadia-investments/ |
https://tarsadia.com/ |
Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. |
SF |
|
| 624 |
TCG Capital Ltd. |
Eric |
Wong |
Director |
852 3182 7587 |
|
eric.wong@tcg-capital.com |
info@tcg-capital.com |
51 Man Yue Street, 11G, Hunghom |
Kowloon |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/eric-wong-59645814/ |
Hedge Funds |
2.003 |
|
|
http://www.celera-group.com/
http://www.vauban-group.com/ |
http://tcg-capital.com/ |
TCG Capital, a multi-family office based in Hong Kong established in 2003 with a Greater China background in the chemicals and electronics industries dating back to 1918 in Shanghai, 1950 in Hong Kong and 1970 in Taipei. |
MF |
|
| 625 |
Team Moir |
Sean |
Moir |
Managing Director |
(877) 331-6960 |
|
smoir@mandevillepc.com |
teammoir@mandevillepc.com |
168 Jackson Street West |
Hamilton |
ON |
L8P 1L9 |
Canada |
North America |
https://www.linkedin.com/in/sean-moir-cim-20144228/ |
Alternative Investments, Private Equity and Debt, as well as Public Equities and Debt |
2.012 |
|
|
https://www.mandevilleinc.com/ |
https://teammoir.com/ |
Team Moir is a leading member of The Jackson Exchange, a boutique multi-family office, which aims to bring the experience of a family office to investors, business owners, and families in the Niagara, Hamilton, and Greater Toronto Area. |
MF |
|
| 626 |
TERA Capital |
Mauricio |
Magalhaes |
Partner |
55 (11) 3039-9000 |
|
mauricio.magalhaes@teracapital.com.br |
contato@teracapital.com.br |
R. Leopoldo Couto Magalhães Júnior, 758, 2nd Floor - Itaim Bibi |
Sao Paulo |
SP |
04542-000 |
Brazil |
South America |
https://www.linkedin.com/in/mauricio-magalhaes-4aab0ba/ |
Hedge Fund, Equities, Credit |
2.015 |
|
|
https://www.linkedin.com/company/teracapital/ |
https://www.teracapital.com.br/ |
Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. |
MF |
|
|
TERA Capital |
Eduardo |
Furuie |
Vice President |
55 (11) 3039-9000 |
|
eduardo.furuie@teracapital.com.br |
contato@teracapital.com.br |
R. Leopoldo Couto Magalhães Júnior, 758, 2nd Floor - Itaim Bibi |
Sao Paulo |
SP |
04542-000 |
Brazil |
South America |
https://www.linkedin.com/in/eduardo-furuie-cfa-12a95850/ |
Hedge Fund, Equities, Credit |
2.015 |
|
|
https://www.linkedin.com/company/teracapital/ |
https://www.teracapital.com.br/ |
Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. |
MF |
|
|
TERA Capital |
Pedro |
Camarotti |
Partner |
55 (11) 3039-9000 |
|
pedro.camarotti@teracapital.com.br |
contato@teracapital.com.br |
R. Leopoldo Couto Magalhães Júnior, 758, 2nd Floor - Itaim Bibi |
Sao Paulo |
SP |
04542-000 |
Brazil |
South America |
https://www.linkedin.com/in/pedro-camarotti-cfa-caia-2bb287104/ |
Hedge Fund, Equities, Credit |
2.015 |
|
|
https://www.linkedin.com/company/teracapital/ |
https://www.teracapital.com.br/ |
Tera Capital was created based on the demand of the senior partners of Pátria Investimentos for professional management of its own resources. Founded in 2015, TERA is today an independent Multi Family Office. We have a team with extensive management experience, which seeks to offer an exclusive asset management and asset planning service to its customers. |
MF |
|
| 627 |
Terrapin Asset Management, LLC |
Nathan |
Leight |
Founder & Principal Investing |
(212) 710-4100 |
(212) 710-4105 |
nleight@terrapinpartners.com |
inquiries@terrapinpartners.com |
1330 Avenue of the Americas, Suite 23A |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/nathan-leight-615103/ |
|
|
$147M |
|
|
http://terrapinpartners.com/ |
Terrapin Partners is a boutique investment firm founded in 1998. We have a history of venture and private equity investing, direct lending, and completing multiple special purpose acquisition company (SPAC) transactions. We commit capital to a variety of sectors, industries, and markets, at every stage of corporate development and in both equity and debt. Terrapin Partners is under common ownership with Terrapin Asset Management, LLC, an investment advisor registered with the U.S. Securities and Exchange Commission. Terrapin Asset Management manages a multi-manager, multi-strategy fund of hedge funds as well as certain other private investment funds for its principals and outside investors. The business activities of Terrapin Partners are separate and distinct from those of Terrapin Asset Management. Terrapin Partners is not an investment adviser and does not provide investment advisory or management services for a fee. |
Fund-of-Fund |
|
|
Terrapin Asset Management, LLC |
Sanjay |
Arora |
Senior Advisor |
(212) 710-4100 |
(212) 710-4105 |
sarora@terrapinpartners.com |
inquiries@terrapinpartners.com |
1330 Avenue of the Americas, Suite 23A |
New York |
NY |
10019 |
United States of America |
North America |
|
|
|
$147M |
|
|
http://terrapinpartners.com/ |
Terrapin Partners is a boutique investment firm founded in 1998. We have a history of venture and private equity investing, direct lending, and completing multiple special purpose acquisition company (SPAC) transactions. We commit capital to a variety of sectors, industries, and markets, at every stage of corporate development and in both equity and debt. Terrapin Partners is under common ownership with Terrapin Asset Management, LLC, an investment advisor registered with the U.S. Securities and Exchange Commission. Terrapin Asset Management manages a multi-manager, multi-strategy fund of hedge funds as well as certain other private investment funds for its principals and outside investors. The business activities of Terrapin Partners are separate and distinct from those of Terrapin Asset Management. Terrapin Partners is not an investment adviser and does not provide investment advisory or management services for a fee. |
Fund-of-Fund |
|
| 628 |
Terrasias Capital Ltd. |
Stefan |
Nilsson |
Director |
81 80 3012 1606 |
81 3 5544 8554 |
stefan.nilsson@hfcadvisory.com |
inquiry.jp@terrasias.com |
Level 27, Shiroyama Trust Tower, 4-3-1 Toranomon, Minato-ku |
Tokyo |
|
105-6027 |
Japan |
Asia |
https://www.linkedin.com/in/stefan-nilsson-b97848/ |
Alternative Investments |
2.012 |
|
stefan.nilsson@hedgefundsclub.com |
http://www.hfcadvisory.com/ |
https://www.terrasias.com/ |
Terrasias Capital is a single family office based in Okinawa and Tokyo, Japan and primarily focused on alternative investments. |
SF |
|
|
Terrasias Capital Ltd. |
Ikuko |
Yamanaka |
Chief Executive Officer |
81 80 3012 1606 |
81 3 5544 8554 |
ikuko.yamanaka@hfcadvisory.com |
inquiry.jp@terrasias.com |
Level 27, Shiroyama Trust Tower, 4-3-1 Toranomon, Minato-ku |
Tokyo |
|
105-6027 |
Japan |
Asia |
https://www.linkedin.com/in/ikuko-yamanaka-32232398/ |
Alternative Investments |
2.012 |
|
ikuko.yamanaka@hedgefundsclub.com |
http://www.hfcadvisory.com/ |
https://www.terrasias.com/ |
Terrasias Capital is a single family office based in Okinawa and Tokyo, Japan and primarily focused on alternative investments. |
SF |
|
| 629 |
Tethys Equity Ltd |
Andreas |
Mavrakis |
Managing Director |
30 210 8 092 700 |
|
am@tethys.co.uk |
info@tethys.co.uk |
3 Parnonos Street |
Marous |
|
15125 |
Greece |
Europe |
https://www.linkedin.com/in/andreas-mavrakis-69368025/ |
Private Equity, Alternative Investments |
2.014 |
|
|
|
https://www.tethys.co.uk/ |
Tethys is a Single Family Office with the mission to efficiently and profitably deploy capital in ideas and people that can play an impactful role on economic progress, globally and in Greece. Tethys invests in alternative assets with entrepreneurs and asset managers with whom it shares a common view of the future. |
SF |
London Office:
26 Grosvenor Gardens
London, SW1W 0GT
United Kingdom |
| 630 |
The 1911 Trust Company, LLC |
Kevin |
Kavanaugh |
President & Chief Investment Officer |
Direct: (978) 506-1911 |
(978) 921-0452 |
kkavanaugh@1911trust.com |
info@1911trust.com |
400 Essex St. |
Beverly |
MA |
1915 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-kavanaugh-65362163/ |
Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate |
1.911 |
|
|
https://www.linkedin.com/company/the-1911-trust-company-llc/ |
https://www.1911trust.com/ |
For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future.
Our heritage gives us insight into the unique needs of wealthy families
Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families.
As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel.
Our customized wealth management focuses on coordinating the complexities of family wealth.
Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs.
Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. |
MF |
|
|
The 1911 Trust Company, LLC |
James |
Angelakis |
Chief Financial Officer |
Direct: (978) 207-3918 |
(978) 921-0452 |
jangelakis@1911trust.com |
info@1911trust.com |
400 Essex St. |
Beverly |
MA |
1915 |
United States of America |
North America |
https://www.linkedin.com/in/james-g-angelakis-28841b42/ |
Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate |
1.911 |
|
|
https://www.linkedin.com/company/the-1911-trust-company-llc/ |
https://www.1911trust.com/ |
For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future.
Our heritage gives us insight into the unique needs of wealthy families
Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families.
As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel.
Our customized wealth management focuses on coordinating the complexities of family wealth.
Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs.
Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. |
MF |
|
|
The 1911 Trust Company, LLC |
Lei |
Qin |
Director of Equity Research |
Direct: (978) 662-9490 |
(978) 921-0452 |
lqin@1911trust.com |
info@1911trust.com |
400 Essex St. |
Beverly |
MA |
1915 |
United States of America |
North America |
https://www.linkedin.com/in/leiqin/ |
Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate |
1.911 |
|
|
https://www.linkedin.com/company/the-1911-trust-company-llc/ |
https://www.1911trust.com/ |
For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future.
Our heritage gives us insight into the unique needs of wealthy families
Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families.
As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel.
Our customized wealth management focuses on coordinating the complexities of family wealth.
Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs.
Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. |
MF |
|
|
The 1911 Trust Company, LLC |
Matthew |
Warlick |
Senior Wealth Strategist |
Direct: (978) 806-2171 |
(978) 921-0452 |
mwarlick@1911trust.com |
info@1911trust.com |
400 Essex St. |
Beverly |
MA |
1915 |
United States of America |
North America |
https://www.linkedin.com/in/matt-warlick-cfa-cfp-6b7276120/ |
Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate |
1.911 |
|
|
https://www.linkedin.com/company/the-1911-trust-company-llc/ |
https://www.1911trust.com/ |
For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future.
Our heritage gives us insight into the unique needs of wealthy families
Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families.
As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel.
Our customized wealth management focuses on coordinating the complexities of family wealth.
Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs.
Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. |
MF |
|
|
The 1911 Trust Company, LLC |
Lisa |
Garlin |
Director of Finance |
Direct: (978) 666-0392 |
(978) 921-0452 |
lgarlin@1911trust.com |
info@1911trust.com |
400 Essex St. |
Beverly |
MA |
1915 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-garlin-cpa-68489573/ |
Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate |
1.911 |
|
|
https://www.linkedin.com/company/the-1911-trust-company-llc/ |
https://www.1911trust.com/ |
For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future.
Our heritage gives us insight into the unique needs of wealthy families
Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families.
As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel.
Our customized wealth management focuses on coordinating the complexities of family wealth.
Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs.
Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. |
MF |
|
| 631 |
The Abernathy Group II Family Office |
Steven |
Abernathy |
Principal & Manager |
(212) 293-3499 |
(917) 398-1689 |
sabernathy@abbygroup.com |
|
530 5th Avenue, 24th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/steven-abernathy-15659a2/ |
Private Equity, Equities, Fixed Income, other Alternative Investments |
1.989 |
$100M |
|
https://www.linkedin.com/company/the-abernathy-group/ |
https://abernathygroupfamilyoffice.com/ |
The Abernathy Group II Family Office is a multi-family office helping high net worth business owners and physicians manage, preserve, and grow their assets across multiple generations. Established to safeguard the wealth and values of current partners and affluent clients, the firm evolved into a multi-family office in 2010. Today, The Abernathy Group II's pioneering spirit continues to redefine the family office experience for generations of wealthy families around the globe. |
MF |
|
|
The Abernathy Group II Family Office |
Debra |
LeMoine |
Assistant |
(212) 293-3456 |
(917) 398-1689 |
dlemoine@abbygroup.com |
|
530 5th Avenue, 24th Floor |
New York |
NY |
10036 |
United States of America |
North America |
https://www.linkedin.com/in/debra-lemoine-20415b144/ |
Private Equity, Equities, Fixed Income, other Alternative Investments |
1.989 |
$100M |
|
https://www.linkedin.com/company/the-abernathy-group/ |
https://abernathygroupfamilyoffice.com/ |
The Abernathy Group II Family Office is a multi-family office helping high net worth business owners and physicians manage, preserve, and grow their assets across multiple generations. Established to safeguard the wealth and values of current partners and affluent clients, the firm evolved into a multi-family office in 2010. Today, The Abernathy Group II's pioneering spirit continues to redefine the family office experience for generations of wealthy families around the globe. |
MF |
|
| 632 |
The CAPROCK Group |
Mark |
Gustafson |
Managing Director |
Direct: (208) 994-7008 |
(208) 368-9602 |
mark@caprock.com |
contact@thecaprockgroup.com |
1100 Lincoln Avenue, Suite 353 |
San Jose |
CA |
95125 |
United States of America |
North America |
|
Alternative Assets, Private Equity, Venture Capital, Hedge Funds, Private Wealth Management |
2.005 |
$3.5B |
|
https://www.linkedin.com/company/the-caprock-group/ |
https://caprock.com/ |
The CAPROCK Group is a multi-family office with over $2.5 billion in assets under advisement that leverages the unique backgrounds of its team to develop and execute customized financial solutions. CAPROCK plays the role of Chief Financial Officer (CFO) for client families with the objective of preserving and growing their wealth. |
MF |
|
|
The CAPROCK Group |
Jefferson |
Jewell |
Chief Operations Officer |
Direct: (408) 626-8613 |
(208) 368-9602 |
jefferson@caprock.com |
contact@thecaprockgroup.com |
800 West Main Street, Suite 1150 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/jeffersonjewell/ |
Alternative Assets, Private Equity, Venture Capital, Hedge Funds, Private Wealth Management |
2.005 |
$3.5B |
|
https://www.linkedin.com/company/the-caprock-group/ |
https://caprock.com/ |
The CAPROCK Group is a multi-family office with over $2.5 billion in assets under advisement that leverages the unique backgrounds of its team to develop and execute customized financial solutions. CAPROCK plays the role of Chief Financial Officer (CFO) for client families with the objective of preserving and growing their wealth. |
MF |
|
|
The CAPROCK Group |
Richard |
Rock |
Managing Director & CIO |
(208) 368-9600 |
(208) 368-9602 |
richard@thecaprockgroup.com |
contact@thecaprockgroup.com |
1100 Lincoln Avenue, Suite 353 |
San Jose |
CA |
95125 |
United States of America |
North America |
https://www.linkedin.com/in/richard-rock-916a115b/ |
Alternative Assets, Private Equity, Venture Capital, Hedge Funds, Private Wealth Management |
2.005 |
$3.5B |
|
https://www.linkedin.com/company/the-caprock-group/ |
https://caprock.com/ |
The CAPROCK Group is a multi-family office with over $2.5 billion in assets under advisement that leverages the unique backgrounds of its team to develop and execute customized financial solutions. CAPROCK plays the role of Chief Financial Officer (CFO) for client families with the objective of preserving and growing their wealth. |
MF |
|
|
The CAPROCK Group |
Mark |
Gustafson |
Managing Director |
(208) 368-9600 |
(208) 368-9602 |
mark@thecaprockgroup.com |
contact@thecaprockgroup.com |
800 West Main Street, Suite 1150 |
Boise |
ID |
83702 |
United States of America |
North America |
|
Alternative Assets, Private Equity, Venture Capital, Hedge Funds, Private Wealth Management |
2.005 |
$3.5B |
|
https://www.linkedin.com/company/the-caprock-group/ |
https://caprock.com/ |
The CAPROCK Group is a multi-family office with over $2.5 billion in assets under advisement that leverages the unique backgrounds of its team to develop and execute customized financial solutions. CAPROCK plays the role of Chief Financial Officer (CFO) for client families with the objective of preserving and growing their wealth. |
MF |
|
|
The CAPROCK Group |
Erik |
Jensen |
Senior Associate |
(208) 368-9600 |
(208) 368-9602 |
erik@thecaprockgroup.com |
contact@thecaprockgroup.com |
800 West Main Street, Suite 1150 |
Boise |
ID |
83702 |
United States of America |
North America |
https://www.linkedin.com/in/erik-jensen-cfp®-209a6a7/ |
Alternative Assets, Private Equity, Venture Capital, Hedge Funds, Private Wealth Management |
2.005 |
$3.5B |
Erik Jensen, (208) 368-9600, erik@thecaprockgroup.com |
https://www.linkedin.com/company/the-caprock-group/ |
https://caprock.com/ |
The CAPROCK Group is a multi-family office with over $2.5 billion in assets under advisement that leverages the unique backgrounds of its team to develop and execute customized financial solutions. CAPROCK plays the role of Chief Financial Officer (CFO) for client families with the objective of preserving and growing their wealth. |
MF |
|
|
The CAPROCK Group |
Natalie |
Holm |
Vice President |
(208) 368-9600 |
(208) 368-9602 |
natalie@thecaprockgroup.com |
contact@thecaprockgroup.com |
7525 SE 24th Street, Suite 640 |
Mercer Island |
WA |
98040 |
United States of America |
North America |
https://www.linkedin.com/in/natalie-holm-cfa-5805b28/ |
Alternative Assets, Private Equity, Venture Capital, Hedge Funds, Private Wealth Management |
2.005 |
$3.5B |
|
https://www.linkedin.com/company/the-caprock-group/ |
https://caprock.com/ |
The CAPROCK Group is a multi-family office with over $2.5 billion in assets under advisement that leverages the unique backgrounds of its team to develop and execute customized financial solutions. CAPROCK plays the role of Chief Financial Officer (CFO) for client families with the objective of preserving and growing their wealth. |
MF |
|
| 633 |
The Citco Group Limited |
Christian |
Sempere |
Executive Vice President Business Development |
(415) 228-0353 |
|
csempere@citco.com |
charlotte-fund@citco.com |
201 South College Street, 18th Floor |
Charlotte |
NC |
28244 |
United States of America |
North America |
https://www.linkedin.com/in/christian-sempere-1547862a/ |
|
|
$1T |
|
|
https://www.citco.com/ |
The Citco Group of Companies is a worldwide group of independent financial service providers serving the world’s elite hedge funds, private equity and real estate firms, institutional banks, Global 1000 companies and high net worth individuals. |
Fund-of-Fund |
|
|
The Citco Group Limited |
Giovanni |
Maso |
Product and Business Development, Fund Services |
(201) 793-5500 |
|
gmaso@citco.com |
charlotte-fund@citco.com |
201 South College Street, 18th Floor |
Charlotte |
NC |
28244 |
United States of America |
North America |
https://www.linkedin.com/in/giovannimaso/ |
|
|
$1T |
|
|
https://www.citco.com/ |
The Citco Group of Companies is a worldwide group of independent financial service providers serving the world’s elite hedge funds, private equity and real estate firms, institutional banks, Global 1000 companies and high net worth individuals. |
Fund-of-Fund |
|
| 634 |
The Confidas Group |
Demian |
Waldman |
Managing Partner |
(212) 957-0517 |
|
dwaldman@confidascapital.com |
contact@confidascapital.com |
555 Madison Avenue, 6th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/demianwaldman/ |
Real Estate, Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
1.999 |
$2.2B |
|
https://www.linkedin.com/company/confidas-capital-advisors/ |
https://www.confidascapital.com/ |
The Confidas Group is a multi-family office established in 1996, whose primary objective is to foster the sustainable growth of trans-generational wealth. We provide an all-encompassing client-aligned service by offering investment management and corporate finance advice to family groups in Latin America and Europe. Confidas acts as its clients’ proprietary professional financial advisor, with a team of specialists who have each held senior positions in the asset management, research, brokerage, private and investment banking groups of top-tier Wall Street firms. Combining decades of experience and relationships, enables it to cover the full spectrum of client needs including traditional investments, alternatives (hedge funds, private equity, venture capital, and real estate), corporate finance and mergers & acquisitions. |
MF |
|
|
The Confidas Group |
Manoela |
Arashiro |
Managing Director |
(212) 957-0517 |
|
marashiro@confidascapital.com |
contact@confidascapital.com |
555 Madison Avenue, 6th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/arashiro-manoela-0a78417/ |
Real Estate, Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
1.999 |
$2.2B |
|
https://www.linkedin.com/company/confidas-capital-advisors/ |
https://www.confidascapital.com/ |
The Confidas Group is a multi-family office established in 1996, whose primary objective is to foster the sustainable growth of trans-generational wealth. We provide an all-encompassing client-aligned service by offering investment management and corporate finance advice to family groups in Latin America and Europe. Confidas acts as its clients’ proprietary professional financial advisor, with a team of specialists who have each held senior positions in the asset management, research, brokerage, private and investment banking groups of top-tier Wall Street firms. Combining decades of experience and relationships, enables it to cover the full spectrum of client needs including traditional investments, alternatives (hedge funds, private equity, venture capital, and real estate), corporate finance and mergers & acquisitions. |
MF |
|
|
The Confidas Group |
Christian |
Gudefin |
Co-Founder & Managing Partner |
(212) 957-0517 |
|
cgudefin@confidascapital.com |
contact@confidascapital.com |
555 Madison Avenue, 6th Floor |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/christian-g-a648a3/ |
Real Estate, Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions |
1.999 |
$2.2B |
|
https://www.linkedin.com/company/confidas-capital-advisors/ |
https://www.confidascapital.com/ |
The Confidas Group is a multi-family office established in 1996, whose primary objective is to foster the sustainable growth of trans-generational wealth. We provide an all-encompassing client-aligned service by offering investment management and corporate finance advice to family groups in Latin America and Europe. Confidas acts as its clients’ proprietary professional financial advisor, with a team of specialists who have each held senior positions in the asset management, research, brokerage, private and investment banking groups of top-tier Wall Street firms. Combining decades of experience and relationships, enables it to cover the full spectrum of client needs including traditional investments, alternatives (hedge funds, private equity, venture capital, and real estate), corporate finance and mergers & acquisitions. |
MF |
|
| 635 |
The Family Officer Group |
Franco |
Cerri |
Director, Head of Insurance Services |
44 207 016-2782 |
44 207 182-6904 |
f.cerri@thefamilyofficer.com |
info@thefamilyofficer.com |
8 Hill Street |
London |
|
W1J 5NG |
United Kingdom |
Europe |
https://www.linkedin.com/in/franco-cerri-87324724/ |
Insurance & Financial Services, Property & Hospitality, Food & Beverage, Real Estate Investments, Wine Estate Investments, Alternative Investments |
1.997 |
|
|
https://www.linkedin.com/company/the-family-officer-group/ |
https://www.thefamilyofficer.com/ |
The Family Officer Group is a Multi Family Office headquartered in London with a growing number of representative offices in UK, Italy and all over the world. |
MF |
|
|
The Family Officer Group |
Matteo |
Cerri |
Founder & CEO |
44 207 016-2782 |
44 207 182-6904 |
m.cerri@thefamilyofficer.com |
info@thefamilyofficer.com |
8 Hill Street |
London |
|
W1J 5NG |
United Kingdom |
Europe |
https://www.linkedin.com/in/matteocerri/ |
Insurance & Financial Services, Property & Hospitality, Food & Beverage, Real Estate Investments, Wine Estate Investments, Alternative Investments |
1.997 |
|
info@i2i.london |
http://www.i2i.london/ |
https://www.thefamilyofficer.com/ |
The Family Officer Group is a Multi-Family Office headquartered in London with a growing number of representative offices in UK, Italy and all over the world. |
MF |
|
| 636 |
The Hillman Company |
Michael |
Haggerty |
Managing Director |
(412) 281-2620 |
(412) 338-3520 |
mphaggerty@hillmanco.com |
info@hillmanco.com |
310 Grant Street, Suite 1900 |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
https://www.linkedin.com/in/mike-haggerty-a2ab483/ |
Diversified Portfolio of Alternative Investments (Private Equity/Venture Capital Funds, Real Assets, Hedge Funds). |
1.911 |
|
|
https://www.linkedin.com/in/amanda-upton-736baa15/ |
https://hillmancompany.com/ |
The Hillman Company, a single family office with a company history dating back to the late 1800s. We have a large and longstanding portfolio of alternative investments, including many of the best private equity and hedge fund names in the business. |
SF |
|
|
The Hillman Company |
Joseph |
Manzinger |
Chief Executive Officer |
(412) 281-2620 |
(412) 338-3520 |
jcmanzinger@hillmanco.com |
info@hillmanco.com |
310 Grant Street, Suite 1900 |
Pittsburgh |
PA |
15219 |
United States of America |
North America |
|
Diversified Portfolio of Alternative Investments (Private Equity/Venture Capital Funds, Real Assets, Hedge Funds). |
1.911 |
|
|
|
https://hillmancompany.com/ |
The Hillman Company, a single family office with a company history dating back to the late 1800s. We have a large and longstanding portfolio of alternative investments, including many of the best private equity and hedge fund names in the business. |
SF |
|
| 637 |
The Hulthage Family Office |
Ingemar |
Hulthage |
Investment Adviser & Senior Partner |
(310) 456-7830 |
(310) 999-6547 |
ingemar_hulthage@yahoo.com |
info@hulthage.com |
22704 Ventura Blvd., Suite 412 |
Woodland Hills |
CA |
91364 |
United States of America |
North America |
https://www.linkedin.com/in/ingemarhulthage/ |
Hedge Funds |
2.008 |
$4.41M |
ingemar@hulthage.com |
|
|
Hulthage Family Office operates as single family office for the Hulthage Family. |
SF |
|
| 638 |
The Jordan Family Office |
Rhett |
Madison |
Chief Investment Officer |
(312) 251-1301 |
|
rhett@tjfo.net |
|
33 N. LaSalle St., Suite 910 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/rhettmadison/ |
Hedge Funds, Private Equity, Stocks and Bonds |
2.010 |
|
|
https://www.linkedin.com/in/yann-coquoz-cfa-6b660015/ |
https://www.linkedin.com/company/the-jordan-family-office/ |
The Jordan Family Office, a single family office in Chicago. |
SF |
|
|
The Jordan Family Office |
Yann |
Coquoz |
Co-Chief Investment Officer |
(312) 251-1301 |
|
yann@tjfo.net |
|
33 N. LaSalle St., Suite 910 |
Chicago |
IL |
60602 |
United States of America |
North America |
https://www.linkedin.com/in/yann-coquoz-cfa-6b660015/ |
Hedge Funds, Private Equity, Stocks and Bonds |
2.010 |
|
|
https://www.linkedin.com/in/rhettmadison/ |
https://www.linkedin.com/company/the-jordan-family-office/ |
The Jordan Family Office, a single family office in Chicago. |
SF |
|
| 639 |
The New York Family Office |
Arne |
Volkers |
Managing Director |
(646) 734-4056 |
(646) 355-2855 |
arne.volkers@tnyfo.com |
contact@tnyfo.com |
220 East 42nd Street, 29th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/jvolkers/ |
Stocks, Bonds, Mutual Funds, Private Equity, Venture Capital, Hedge Funds, Property Real Estate, Homes |
2.011 |
|
contact@tnytg.com |
https://www.tnytg.com/ |
https://www.tnyfo.com/ |
The New York Family Office is a multi-family office specialized in providing qualified professional services to assist German-speaking families in all family affairs and to safeguard their investments in the U.S. and Canada. Our clientele predominantly resides in Europe. We offer independent guidance without conflict of interest, with the sole purpose of upholding and implementing our clients’ personal and financial goals. |
MF |
|
| 640 |
The Observatory |
Issac |
Septon |
Chief Investment Officer |
(347) 592-2604 |
(347) 592-2625 |
Issac@247lookout.com |
IR@247lookout.com |
17-20 Whitestone Expressway, Suite 403 |
Whitestone |
NY |
11357 |
United States of America |
North America |
https://www.linkedin.com/in/issac-septon-b73013115/ |
Early Stage High Octane Hedge Funds |
2.007 |
$1B |
|
|
http://observatoryinc.com/ |
The Observatory is the single family office of the founder of Glaceau (makers of Vitaminwater and Smartwater). We are located in Whitestone, NY. Our investment mission is to find high caliber emerging managers who perform well in all market environments. We are looking for managers who annualize at a minimum 15% annualized returns with controlled drawdowns of 10%. Annualized return to max drawdown should be at a ratio of 1.5X. |
SF |
|
| 641 |
The Plaza Group |
Louis |
Reijtenbagh |
President |
377 9797 8680 |
377 9797 8681 |
jreijtenbagh@groupplaza.com |
info@groupplaza.com |
3-5 Avenue des Citronniers |
Monte-Carlo |
|
98000 |
Monaco |
Europe |
|
Public Securities, Private Equity, Litigation Funding |
|
|
|
|
https://groupplaza.com/ |
Plaza is a privately-owned and independently operated global alternative investment manager formed exclusively to manage the capital of Louis Reijtenbagh and his direct family members. The firm operates as the investment arm of a single family office incorporated in Monaco with additional operations in Luxembourg, New York and Hong Kong. |
SF |
|
| 642 |
The Plymouth Group |
Joshua |
Haller |
Real Estate Broker |
Mobile: (732) 646-8000 |
(212) 695-7161 |
joshua.haller@plymouthgroup.com, jhaller@lubicom.com, jhaller@gmail.com |
info@plymouthgroup.com |
1345 Avenue of The Americas, Floor 33 |
New York |
NY |
10105 |
United States of America |
North America |
https://www.linkedin.com/in/joshuahaller/ |
Multifamily Real Estate, Sale, Rental, Housing |
2.003 |
$1B |
|
https://www.linkedin.com/company/the-plymouth-group/ |
http://www.plymouthgroup.com/ |
The Plymouth Group is a boutique Private Equity Firm, specializing in Real Estate Acquisitions, Finance, and Development as well as Alternative Investments and Venture Capital across a multitude of industries. Since 2003, The Plymouth Group, its principals and related entities have been active members the New York investment community. With its origins as a multifamily owner/developer of both rental and for-sale housing in Upper Manhattan, Plymouth has since evolved into a full service investment company. In addition, over the past several years Plymouth has expanded its wide range of services and has established one of the New York area's premier advisory practices serving financial institutions and developers with non/under-performing real estate holdings. Plymouth's advisory platform has helped its clients to facilitate superior economic outcomes in the process of exiting difficult loan/asset situations, with a specialization in distressed loan workouts and complex debt restructurings. |
PERE |
|
|
The Plymouth Group |
Asher |
Schlusselberg |
Partner |
Office: (212) 695-7930 |
(212) 695-7161 |
asher.schlusselberg@plymouthgroup.com |
info@plymouthgroup.com |
1345 Avenue of The Americas, Floor 33 |
New York |
NY |
10105 |
United States of America |
North America |
https://www.linkedin.com/in/asher-schlusselberg-1102a211/ |
Multifamily Real Estate, Sale, Rental, Housing |
2.003 |
$1B |
|
https://www.linkedin.com/company/the-plymouth-group/ |
http://www.plymouthgroup.com/ |
The Plymouth Group is a boutique Private Equity Firm, specializing in Real Estate Acquisitions, Finance, and Development as well as Alternative Investments and Venture Capital across a multitude of industries. Since 2003, The Plymouth Group, its principals and related entities have been active members the New York investment community. With its origins as a multifamily owner/developer of both rental and for-sale housing in Upper Manhattan, Plymouth has since evolved into a full service investment company. In addition, over the past several years Plymouth has expanded its wide range of services and has established one of the New York area's premier advisory practices serving financial institutions and developers with non/under-performing real estate holdings. Plymouth's advisory platform has helped its clients to facilitate superior economic outcomes in the process of exiting difficult loan/asset situations, with a specialization in distressed loan workouts and complex debt restructurings. |
PERE |
|
|
The Plymouth Group |
Michael |
Davis |
Founding Principal |
Office: (212) 695-7930 |
(212) 695-7161 |
michael.davis@plymouthgroup.com |
info@plymouthgroup.com |
1345 Avenue of The Americas, Floor 33 |
New York |
NY |
10105 |
United States of America |
North America |
https://www.linkedin.com/in/michaeldavis/ |
Multifamily Real Estate, Sale, Rental, Housing |
2.003 |
$1B |
|
https://www.linkedin.com/company/the-plymouth-group/ |
http://www.plymouthgroup.com/ |
The Plymouth Group is a boutique Private Equity Firm, specializing in Real Estate Acquisitions, Finance, and Development as well as Alternative Investments and Venture Capital across a multitude of industries. Since 2003, The Plymouth Group, its principals and related entities have been active members the New York investment community. With its origins as a multifamily owner/developer of both rental and for-sale housing in Upper Manhattan, Plymouth has since evolved into a full service investment company. In addition, over the past several years Plymouth has expanded its wide range of services and has established one of the New York area's premier advisory practices serving financial institutions and developers with non/under-performing real estate holdings. Plymouth's advisory platform has helped its clients to facilitate superior economic outcomes in the process of exiting difficult loan/asset situations, with a specialization in distressed loan workouts and complex debt restructurings. |
PERE |
|
| 643 |
The Rock Creek Group Lp |
Kathleen |
Townsend |
Managing Director |
(202) 331-3400 |
|
kathleen.townsend@therockcreekgroup.com |
hedgefunds@therockcreekgroup.com |
1133 Connecticut Ave. NW |
Washington |
DC |
20036 |
United States of America |
North America |
https://www.linkedin.com/in/kathleen-kennedy-townsend-b6541882/ |
|
|
$13B |
|
|
https://www.therockcreekgroup.com/ |
RockCreek is a trusted global investment manager to foundations, endowments, pension funds and other institutional clients. Our talented and diverse team embodies a culture of curiosity, debate and a relentless drive to excel. Selecting from an array of strategies, geographies and asset classes, we tailor customized portfolios to fit clients’ unique investment goals and deliver superior, risk-adjusted returns. Customized investment solutions across asset classes in public and private markets. In addition to our complete outsourced CIO services, we currently manage diversifying alternatives portfolios encompassing hedge funds and private assets, and mandates to advise institutions on their public market portfolios. |
Fund-of-Fund |
|
|
The Rock Creek Group Lp |
Yoshi |
Maisami |
Managing Director |
(202) 331-3400 |
|
yoshi.maisami@therockcreekgroup.com |
hedgefunds@therockcreekgroup.com |
1133 Connecticut Ave. NW |
Washington |
DC |
20036 |
United States of America |
North America |
https://www.linkedin.com/in/yoshimaisami/ |
|
|
$13B |
|
|
https://www.therockcreekgroup.com/ |
RockCreek is a trusted global investment manager to foundations, endowments, pension funds and other institutional clients. Our talented and diverse team embodies a culture of curiosity, debate and a relentless drive to excel. Selecting from an array of strategies, geographies and asset classes, we tailor customized portfolios to fit clients’ unique investment goals and deliver superior, risk-adjusted returns. Customized investment solutions across asset classes in public and private markets. In addition to our complete outsourced CIO services, we currently manage diversifying alternatives portfolios encompassing hedge funds and private assets, and mandates to advise institutions on their public market portfolios. |
Fund-of-Fund |
|
| 644 |
The Strand Partners |
William |
Powers |
Managing Partner |
|
|
wcp@thestrandpartners.com |
|
One Town Center Road, Suite 675 |
Boca Raton |
FL |
33486 |
United States of America |
North America |
https://www.linkedin.com/in/wcpowers/ |
Real Estate, Private Equity, Venture Capital, Metals + Mining, Energy, Emerging Managers, Seeding, Direct Deals, Fund Investments, Co-Investments, Alternative Investments |
2.010 |
|
ccpowers@beachpowers.com |
https://www.linkedin.com/company/thestrandpartners/ |
http://thestrandpartners.com/ |
The Strand Partners is the single family office of William C. Powers & Marianne E. Powers. |
SF |
|
| 645 |
The Straus Group |
John |
Bradburn |
Director |
|
|
jbradburn@strausgroup.com |
|
173 Bridge Plaza N |
Fort Lee |
NJ |
07024 |
United States of America |
North America |
https://www.linkedin.com/in/johnbradburnjr/ |
Hedge Funds, Private Credit, Equity, Alternative Investments, Real Estate, Healthcare, Medical care, Hospital |
|
|
|
|
https://strausgroup.com/ |
The Straus Group, the single family office of Daniel E. Straus. It is based in Fort Lee, New Jersey. For over 20 years, the office has invested in hedge funds, private credit and equity, and other asset classes, both in the traditional and alternative spaces. Within the real estate space, the office invests in all parts of the capital structure, both in control and non-control positions, in properties across all uses in the United States and internationally. |
SF |
|
|
The Straus Group |
Daniel |
Straus |
Founder & Principal |
(201) 346-3008 |
|
dstraus@care-one.com |
|
173 Bridge Plaza N |
Fort Lee |
NJ |
07024 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-e-straus-2194ab146/ |
Hedge Funds, Private Credit, Equity, Alternative Investments, Real Estate, Healthcare, Medical care, Hospital |
|
|
info@danielestraus.org |
https://www.danielestraus.org/
https://www.care-one.com/ |
https://strausgroup.com/ |
The Straus Group, the single family office of Daniel E. Straus. It is based in Fort Lee, New Jersey. For over 20 years, the office has invested in hedge funds, private credit and equity, and other asset classes, both in the traditional and alternative spaces. Within the real estate space, the office invests in all parts of the capital structure, both in control and non-control positions, in properties across all uses in the United States and internationally. |
SF |
|
|
The Straus Group |
Joseph |
Straus |
Principal |
|
|
jstraus@strausgroup.com |
|
173 Bridge Plaza N |
Fort Lee |
NJ |
07024 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-straus-1311b683/ |
Hedge Funds, Private Credit, Equity, Alternative Investments, Real Estate, Healthcare, Medical care, Hospital |
|
|
|
|
https://strausgroup.com/ |
The Straus Group, the single family office of Daniel E. Straus. It is based in Fort Lee, New Jersey. For over 20 years, the office has invested in hedge funds, private credit and equity, and other asset classes, both in the traditional and alternative spaces. Within the real estate space, the office invests in all parts of the capital structure, both in control and non-control positions, in properties across all uses in the United States and internationally. |
SF |
|
|
The Straus Group |
Leeor |
Farhadian |
Chief Investment Officer |
|
|
lfarhadian@strausgroup.com |
|
173 Bridge Plaza N |
Fort Lee |
NJ |
07024 |
United States of America |
North America |
https://www.linkedin.com/in/leeor-farhadian-0aaa7a57/ |
Hedge Funds, Private Credit, Equity, Alternative Investments, Real Estate, Healthcare, Medical care, Hospital |
|
|
|
|
https://strausgroup.com/ |
The Straus Group, the single family office of Daniel E. Straus. It is based in Fort Lee, New Jersey. For over 20 years, the office has invested in hedge funds, private credit and equity, and other asset classes, both in the traditional and alternative spaces. Within the real estate space, the office invests in all parts of the capital structure, both in control and non-control positions, in properties across all uses in the United States and internationally. |
SF |
|
| 646 |
The Toba Group |
Mark |
Torrance |
Chief Investment Officer |
|
|
|
mtfinfo@tobagroup.com |
712 N 34th Street, Suite 200 |
Seattle |
WA |
98103 |
United States of America |
North America |
|
Hedge Fund, Private Equity, venture Capital, and Real Estate |
|
|
|
|
http://www.marktorrancefoundation.com/ |
Mark now runs The Toba Group, a single family office which oversees family holdings in real estate, publishing, communications and other ventures. |
SF |
|
| 647 |
Theta Capital Management BV |
Tijo |
van Marle |
Managing Director |
31 205 722 733 |
31 205 722 744 |
vanmarle@thetacapital.com |
ir@thetacapital.com |
Concertgebouwplein 19 |
Amsterdam |
|
1071 LM |
The Netherlands |
Europe |
https://www.linkedin.com/in/tijo-van-marle-391401b/ |
|
|
€600M |
|
|
http://www.thetacapital.com/ |
Theta Capital Management is one of the oldest hedge fund specialists in The Netherlands. The firm has a long-term record of achieving best-in-class results through three separate investment solutions. The company was founded in 2001 with the goal to manage portfolios of hedge funds for clients. We belief that hedge funds provide the infrastructure and investment talent to deliver the best risk-reward implementation for any targeted risk profile. Theta Capital is based in Amsterdam. Theta Capital Management is regulated by the Dutch regulator AFM and the Dutch Central Bank and holds an AIFMD license. |
Fund-of-Fund |
|
|
Theta Capital Management BV |
Ruud |
Smets |
Managing Director |
31 205 722 733 |
31 205 722 744 |
smets@thetacapital.com |
ir@thetacapital.com |
Concertgebouwplein 19 |
Amsterdam |
|
1071 LM |
The Netherlands |
Europe |
https://www.linkedin.com/in/ruud-smets-67b437/ |
|
|
€600M |
|
|
http://www.thetacapital.com/ |
Theta Capital Management is one of the oldest hedge fund specialists in The Netherlands. The firm has a long-term record of achieving best-in-class results through three separate investment solutions. The company was founded in 2001 with the goal to manage portfolios of hedge funds for clients. We belief that hedge funds provide the infrastructure and investment talent to deliver the best risk-reward implementation for any targeted risk profile. Theta Capital is based in Amsterdam. Theta Capital Management is regulated by the Dutch regulator AFM and the Dutch Central Bank and holds an AIFMD license. |
Fund-of-Fund |
|
| 648 |
Third Lake Capital, LLC |
Stewart |
Oldfield |
Partner & Chief Strategy Officer |
(813) 515-4566 |
(813) 515-2916 |
soldfield@thirdlake.com |
|
100 North Tampa Street, Suite 400 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/stewart-oldfield-cfa-caia-86689b49/ |
Private Equity, Real Estate, Venture Capital, Alternative Investments |
2.013 |
|
stewart@coldstreamadv.com |
|
https://www.linkedin.com/company/third-lake-capital-llc/ |
TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds.
TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. |
SF |
|
|
Third Lake Capital, LLC |
Peter |
Fynboh |
Vice President |
(813) 515-4566 |
(813) 515-2916 |
pfynboh@thirdlake.com |
|
100 North Tampa Street, Suite 400 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/peter-fynboh-4b1479b/ |
Private Equity, Real Estate, Venture Capital, Alternative Investments |
2.013 |
|
|
|
https://www.linkedin.com/company/third-lake-capital-llc/ |
TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds.
TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. |
SF |
|
|
Third Lake Capital, LLC |
Ken |
Jones |
Chairman & CEO |
(813) 515-4566 |
(813) 515-2916 |
kjones@thirdlake.com |
|
100 North Tampa Street, Suite 400 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/ken-jones-a88406b3/ |
Private Equity, Real Estate, Venture Capital, Alternative Investments |
2.013 |
|
|
|
https://www.linkedin.com/company/third-lake-capital-llc/ |
TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds.
TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. |
SF |
|
|
Third Lake Capital, LLC |
Luke |
Thomas |
Principal |
(813) 515-4566 |
(813) 515-2916 |
lthomas@thirdlake.com |
|
100 North Tampa Street, Suite 400 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/luke-thomas-28b8a353/ |
Private Equity, Real Estate, Venture Capital, Alternative Investments |
2.013 |
|
|
|
https://www.linkedin.com/company/third-lake-capital-llc/ |
TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds.
TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. |
SF |
|
|
Third Lake Capital, LLC |
Nicholas |
Oberholtzer |
Senior Associate |
(813) 515-4566 |
(813) 515-2916 |
noberholtzer@thirdlake.com |
|
100 North Tampa Street, Suite 400 |
Tampa |
FL |
33602 |
United States of America |
North America |
https://www.linkedin.com/in/nicholasoberholtzer/ |
Private Equity, Real Estate, Venture Capital, Alternative Investments |
2.013 |
|
|
|
https://www.linkedin.com/company/third-lake-capital-llc/ |
TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds.
TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. |
SF |
|
| 649 |
Thorndale Farm, LLC |
Oakleigh |
Thorne |
President & CEO |
(312) 517-6460, (845) 605-3627 |
|
othorne@gogoair.com |
|
P.O. Box 258 |
Millbrook |
NY |
12545 |
United States of America |
North America |
https://www.linkedin.com/in/oakleigh-thorne-94608112/ |
Hedge Fund, Venture Capital, Private Equity, Commercial Airline Connectivity, Inflight Entertainment, Operational Services, Business Aviation Connectivity |
1.996 |
|
ir@gogoair.com, customercare@gogoair.com |
https://www.gogoair.com/ |
|
Thorndale Farm is a Single Family Office headquartered in Millbrook, NY. |
SF |
|
| 650 |
Time Family Office |
Andrea |
Tolotti |
Portfolio Analyst & Assistant Portfolio Manager |
44 207 052-8328 |
|
a.tolotti@timefamilyoffice.uk |
contact@timefamilyoffice.uk |
73-77 Brook Street, 2nd Floor, Mayfair |
London |
|
W1K 4HX |
United Kingdom |
Europe |
https://www.linkedin.com/in/andreatolotti/ |
Alternative Investments |
|
|
andrea.tolotti@yahoo.it |
|
https://www.timefamilyoffice.uk/ |
Time Family Office, a London-based Single Family Office firm. |
SF |
|
| 651 |
Timonier Family Office, Ltd. |
Janice |
French |
Wealth Planning Advisor |
(336) 725-5010 |
(336) 725-5002 |
janice@timonier.com |
timonier@timonier.com |
121-B Reynolda Village |
Winston-Salem |
NC |
27106 |
United States of America |
North America |
https://www.linkedin.com/in/janice-french-627ba113/ |
Private Equity, Real Estate, Hedge Funds, Real Estate, Philanthropy |
1.997 |
$126M |
|
https://www.linkedin.com/company/timonier-family-office-ltd-/ |
https://www.timonier.com/ |
Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seasoned advisors. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates. |
MF |
|
|
Timonier Family Office, Ltd. |
Tim |
Baker |
CIMA, President & CEO |
(336) 725-5010 |
(336) 725-5002 |
tim@timonier.com |
timonier@timonier.com |
121-B Reynolda Village |
Winston-Salem |
NC |
27106 |
United States of America |
North America |
https://www.linkedin.com/in/tim-l-baker-cima-gfs-43681114/ |
Private Equity, Real Estate, Hedge Funds, Real Estate, Philanthropy |
1.997 |
$126M |
|
https://www.linkedin.com/company/timonier-family-office-ltd-/ |
https://www.timonier.com/ |
Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seasoned advisors. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates. |
MF |
|
|
Timonier Family Office, Ltd. |
Nick |
Baker |
Wealth Planning Advisor |
(336) 725-5010 |
(336) 725-5002 |
nick@timonier.com |
timonier@timonier.com |
121-B Reynolda Village |
Winston-Salem |
NC |
27106 |
United States of America |
North America |
https://www.linkedin.com/in/nick-baker-93119815/ |
Private Equity, Real Estate, Hedge Funds, Real Estate, Philanthropy |
1.997 |
$126M |
|
https://www.linkedin.com/company/timonier-family-office-ltd-/ |
https://www.timonier.com/ |
Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seasoned advisors. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates. |
MF |
|
|
Timonier Family Office, Ltd. |
Robert |
Lack |
Attorney |
(336) 725-5010 |
(336) 725-5002 |
robert@timonier.com |
timonier@timonier.com |
121-B Reynolda Village |
Winston-Salem |
NC |
27106 |
United States of America |
North America |
https://www.linkedin.com/in/robert-lack-7262b5b/ |
Private Equity, Real Estate, Hedge Funds, Real Estate, Philanthropy |
1.997 |
$126M |
|
https://www.linkedin.com/company/timonier-family-office-ltd-/ |
https://www.timonier.com/ |
Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seasoned advisors. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates. |
MF |
|
|
Timonier Family Office, Ltd. |
Sam |
Soots |
Director of Retirement Plan Services |
(336) 725-5010 |
(336) 725-5002 |
sam@timonier.com |
timonier@timonier.com |
121-B Reynolda Village |
Winston-Salem |
NC |
27106 |
United States of America |
North America |
https://www.linkedin.com/in/sam-soots-cfp®-crps®-56ab1482/ |
Private Equity, Real Estate, Hedge Funds, Real Estate, Philanthropy |
1.997 |
$126M |
|
https://www.linkedin.com/company/timonier-family-office-ltd-/ |
https://www.timonier.com/ |
Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seasoned advisors. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates. |
MF |
|
|
Timonier Family Office, Ltd. |
Febry |
Beavers |
Director of Client Services |
(336) 725-5010 |
(336) 725-5002 |
febry@timonier.com |
timonier@timonier.com |
121-B Reynolda Village |
Winston-Salem |
NC |
27106 |
United States of America |
North America |
https://www.linkedin.com/in/febrybeavers/ |
Private Equity, Real Estate, Hedge Funds, Real Estate, Philanthropy |
1.997 |
$126M |
|
https://www.linkedin.com/company/timonier-family-office-ltd-/ |
https://www.timonier.com/ |
Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seasoned advisors. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates. |
MF |
|
| 652 |
Titan Advisors, LLC |
Darren |
Ross |
Principal & COO |
(203) 327-8600 |
(203) 327-8599 |
dross@titanadvisors.com |
info@titanadvisors.com |
750 Washington Blvd., 10th Floor |
Stamford |
CT |
06901 |
United States of America |
North America |
https://www.linkedin.com/in/darren-ross-01238574/ |
|
|
$4.5B |
|
|
http://www.titanadvisors.com/ |
For more than 15 years, Titan has served an investor base that includes corporate and public pensions, insurance companies, foundations and endowments, financial institutions, family offices and high-net-worth individuals.
One of the few institutional-quality firms in the industry that is independent and employee-owned, we balance alignment of interests, actively engaged leadership and exceptional employee retention with substantial institutional scale and infrastructure. Currently, we have more than 40 employees with offices in Stamford, Connecticut and London, managing approximately $4.5 billion in assets on behalf of our investors.
As our assets under management demonstrate, we’ve had sustained growth since we launched a multi-strategy hedge fund portfolio in 2001.
Titan is an employee owned hedge fund sponsor. The firm also provides advisory services to its clients. It primarily provides its services to pooled investment vehicles. The firm manages separate client-focused portfolios. It invests in public equity and fixed income markets. The firm employs qualitative and quantitative analysis. It utilizes in-house research to make its investments. |
Fund-of-Fund |
|
|
Titan Advisors, LLC |
Andrew |
Miranda |
Chief Financial Officer |
(203) 327-8600 |
(203) 327-8599 |
amiranda@titanadvisors.com |
info@titanadvisors.com |
750 Washington Blvd., 10th Floor |
Stamford |
CT |
06901 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-miranda-cpa-7b21318/ |
|
|
$4.5B |
|
|
http://www.titanadvisors.com/ |
For more than 15 years, Titan has served an investor base that includes corporate and public pensions, insurance companies, foundations and endowments, financial institutions, family offices and high-net-worth individuals.
One of the few institutional-quality firms in the industry that is independent and employee-owned, we balance alignment of interests, actively engaged leadership and exceptional employee retention with substantial institutional scale and infrastructure. Currently, we have more than 40 employees with offices in Stamford, Connecticut and London, managing approximately $4.5 billion in assets on behalf of our investors.
As our assets under management demonstrate, we’ve had sustained growth since we launched a multi-strategy hedge fund portfolio in 2001.
Titan is an employee owned hedge fund sponsor. The firm also provides advisory services to its clients. It primarily provides its services to pooled investment vehicles. The firm manages separate client-focused portfolios. It invests in public equity and fixed income markets. The firm employs qualitative and quantitative analysis. It utilizes in-house research to make its investments. |
Fund-of-Fund |
|
| 653 |
Toledo Capital AG |
Adina |
Krausz |
Head of Investor Relations, Director |
41 586 806 280 |
41 586 806 281 |
adina.krausz@gmail.com |
info@toledocapital.ch |
Gartenstrasse 33 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/adina-krausz-3873497/ |
Money Market, Bonds, Stocks, Hedge Funds, Real Estate, Strutured Products |
2.011 |
|
|
https://www.linkedin.com/company/toledo-capital-ag-multi-family-office/ |
https://toledocapital.ch/ |
Toledo Capital is a Multi Family Office that has the flexibility to provide thorough financial services for select clients and wealthy families around the globe. |
MF |
|
|
Toledo Capital AG |
Ziporah |
Kornfein |
Investment & Management Associate |
41 586 806 280 |
41 586 806 281 |
ziporah.kornfein@toledocapital.ch |
info@toledocapital.ch |
Gartenstrasse 33 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/ziporah-kornfein-738764184/ |
Money Market, Bonds, Stocks, Hedge Funds, Real Estate, Strutured Products |
2.011 |
|
|
https://www.linkedin.com/company/toledo-capital-ag-multi-family-office/ |
https://toledocapital.ch/ |
Toledo Capital is a Multi Family Office that has the flexibility to provide thorough financial services for select clients and wealthy families around the globe. |
MF |
|
|
Toledo Capital AG |
Guy |
Schochet |
Senior Financial Advisor |
41 586 806 280 |
41 586 806 281 |
guy.schochet@toledocapital.ch |
info@toledocapital.ch |
Gartenstrasse 33 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/guy-schochet-58547b2/ |
Money Market, Bonds, Stocks, Hedge Funds, Real Estate, Strutured Products |
2.011 |
|
|
https://www.linkedin.com/company/toledo-capital-ag-multi-family-office/ |
https://toledocapital.ch/ |
Toledo Capital is a Multi Family Office that has the flexibility to provide thorough financial services for select clients and wealthy families around the globe. |
MF |
|
|
Toledo Capital AG |
Uri |
Krausz |
Owner and Founder |
41 586 806 280 |
41 586 806 281 |
uri.krausz@toledocapital.ch |
info@toledocapital.ch |
Gartenstrasse 33 |
Zurich |
|
CH-8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/uri-krausz-95854244/ |
Money Market, Bonds, Stocks, Hedge Funds, Real Estate, Strutured Products |
2.011 |
|
|
https://www.linkedin.com/company/toledo-capital-ag-multi-family-office/ |
https://toledocapital.ch/ |
Toledo Capital is a Multi Family Office that has the flexibility to provide thorough financial services for select clients and wealthy families around the globe. |
MF |
|
| 654 |
TOMS Capital LLC |
Scott |
Sublett |
Managing Director |
(212) 524-7300 |
|
scott@tomscapital.com |
|
450 W 14th Street, 13th Floor |
New York |
NY |
10014 |
United States of America |
North America |
https://www.linkedin.com/in/scott-sublett-03534331/ |
Real Estate, Hedge Funds, Consumer Products & Services, Media & Digital Media, Software & Internet |
|
|
|
|
https://www.linkedin.com/company/toms-capital-llc/ |
TOMS Capital is a family office run by Noam Gottesman, and handles his personal investments, art, and philanthopy. Noam Gottesman (born May 1961) is a New York City-based, Israeli-American businessman, former hedge fund manager, and co-founder of GLG Partners. He later entered the restaurant industry, investing in establishments including Eleven Madison Park in New York City, which was voted the number 1 restaurant in the world by The World's 50 Best Restaurants in 2017. |
SF |
|
|
TOMS Capital LLC |
Nick |
Boyle |
Head of Real Estate Development |
Direct: (212) 524-7339, Mobile: (917) 239-2846 |
|
nick@tomscapital.com |
|
450 W 14th Street, 13th Floor |
New York |
NY |
10014 |
United States of America |
North America |
https://www.linkedin.com/in/nicholas-boyle-29211548/ |
Real Estate, Hedge Funds, Consumer Products & Services, Media & Digital Media, Software & Internet |
|
|
|
|
https://www.linkedin.com/company/toms-capital-llc/ |
TOMS Capital is a family office run by Noam Gottesman, and handles his personal investments, art, and philanthopy. Noam Gottesman (born May 1961) is a New York City-based, Israeli-American businessman, former hedge fund manager, and co-founder of GLG Partners. He later entered the restaurant industry, investing in establishments including Eleven Madison Park in New York City, which was voted the number 1 restaurant in the world by The World's 50 Best Restaurants in 2017. |
SF |
|
|
TOMS Capital LLC |
Guy |
Weltsch |
Partner |
(212) 524-7300 |
|
guy@tomscapital.com |
|
450 W 14th Street, 13th Floor |
New York |
NY |
10014 |
United States of America |
North America |
https://www.linkedin.com/in/guy-weltsch-73a83/ |
Real Estate, Hedge Funds, Consumer Products & Services, Media & Digital Media, Software & Internet |
|
|
|
|
https://www.linkedin.com/company/toms-capital-llc/ |
TOMS Capital is a family office run by Noam Gottesman, and handles his personal investments, art, and philanthopy. Noam Gottesman (born May 1961) is a New York City-based, Israeli-American businessman, former hedge fund manager, and co-founder of GLG Partners. He later entered the restaurant industry, investing in establishments including Eleven Madison Park in New York City, which was voted the number 1 restaurant in the world by The World's 50 Best Restaurants in 2017. |
SF |
|
| 655 |
Tosalu NV |
Sam |
Desimpel |
Director |
32 51 695 046 |
32 51 695 274 |
sam@toptieraccess.com |
info@tosalu.be |
Nieuwstraat 38 |
Kortemark |
|
8610 |
Belgium |
Europe |
https://www.linkedin.com/in/samdesimpel/ |
Private Equity, Private, Real Estate, Infrastructure, Natural Resources, Hedge Funds, Technology, Application |
2.002 |
|
sam@princip.al |
https://www.toptieraccess.com/
https://princip.al/
https://www.linkedin.com/in/thdesimpel/ |
http://tosalu.be/ |
Tosalu is a single-family office, based in Kortemark, Belgium. |
SF |
|
| 656 |
Tosetti Value S.I.M. Spa |
Luca |
Ferraris |
Research Department |
39 011 81 20 643 |
39 011 81 21 517 |
luca.ferraris@tosettivalue.it |
info@tosettivalue.it |
Corso Marconi, 10 |
Torino |
|
10125 |
Italy |
Europe |
https://www.linkedin.com/in/luca-ferraris-5391b2/ |
Alternative Investment, Private Equity, Bonds, Private Equity Funds |
1.997 |
€5B |
|
https://www.linkedin.com/company/tosetti-value/ |
http://www.tosettivalue.it/ |
Tosetti Value is a leading Multi-Family Office and Advisory SIM in Europe, offering its clients financial advice. |
MF |
|
|
Tosetti Value S.I.M. Spa |
Beverly |
Bertolino |
PR & Communication |
39 011 81 20 643 |
39 011 81 21 517 |
beverly.bertolino@tosettivalue.it |
info@tosettivalue.it |
Corso Marconi, 10 |
Torino |
|
10125 |
Italy |
Europe |
https://www.linkedin.com/in/beverlybertolino/ |
Alternative Investment, Private Equity, Bonds, Private Equity Funds |
1.997 |
€5B |
|
https://www.linkedin.com/company/tosetti-value/ |
http://www.tosettivalue.it/ |
Tosetti Value is a leading Multi-Family Office and Advisory SIM in Europe, offering its clients financial advice. |
MF |
|
|
Tosetti Value S.I.M. Spa |
Dario |
Tosetti |
Chief Executive Officer |
39 011 81 20 643 |
39 011 81 21 517 |
dario.tosetti@tosettivalue.it |
info@tosettivalue.it |
Corso Marconi, 10 |
Torino |
|
10125 |
Italy |
Europe |
|
Alternative Investment, Private Equity, Bonds, Private Equity Funds |
1.997 |
€5B |
|
https://www.linkedin.com/company/tosetti-value/ |
http://www.tosettivalue.it/ |
Tosetti Value is a leading Multi-Family Office and Advisory SIM in Europe, offering its clients financial advice. |
MF |
|
|
Tosetti Value S.I.M. Spa |
Giulia |
Tosetti |
Managing Director |
39 011 81 20 643 |
39 011 81 21 517 |
giulia.tosetti@tosettivalue.it |
info@tosettivalue.it |
Corso Marconi, 10 |
Torino |
|
10125 |
Italy |
Europe |
https://www.linkedin.com/in/giulia-tosetti-7a4a9824/ |
Alternative Investment, Private Equity, Bonds, Private Equity Funds |
1.997 |
€5B |
ilfamilyoffice@tosettivalue.it |
https://www.linkedin.com/company/tosetti-value/ |
http://www.tosettivalue.it/ |
Tosetti Value is a leading Multi-Family Office and Advisory SIM in Europe, offering its clients financial advice. |
MF |
|
|
Tosetti Value S.I.M. Spa |
Michele |
Marcante |
Head of Private Equity |
39 011 81 20 643 |
39 011 81 21 517 |
michele.marcante@tosettivalue.it |
info@tosettivalue.it |
Corso Marconi, 10 |
Torino |
|
10125 |
Italy |
Europe |
https://www.linkedin.com/in/michele-marcante-9390854/ |
Alternative Investment, Private Equity, Bonds, Private Equity Funds |
1.997 |
€5B |
|
https://www.linkedin.com/company/tosetti-value/ |
http://www.tosettivalue.it/ |
Tosetti Value is a leading Multi-Family Office and Advisory SIM in Europe, offering its clients financial advice. |
MF |
|
|
Tosetti Value S.I.M. Spa |
Andrea |
Gasperini |
Financial Analyst |
39 011 81 20 643 |
39 011 81 21 517 |
andrea.gasperini@tosettivalue.it |
info@tosettivalue.it |
Corso Marconi, 10 |
Torino |
|
10125 |
Italy |
Europe |
https://www.linkedin.com/in/andrea-gasperini-200919bb/ |
Alternative Investment, Private Equity, Bonds, Private Equity Funds |
1.997 |
€5B |
|
https://www.linkedin.com/company/tosetti-value/ |
http://www.tosettivalue.it/ |
Tosetti Value is a leading Multi-Family Office and Advisory SIM in Europe, offering its clients financial advice. |
MF |
|
| 657 |
Total Alignment Wealth Advisors, LLC |
Aimee |
Baehr |
Senior Vice President & Head of Client Service |
(212) 913-9110 |
(917) 398-1577 |
abaehr@totalalignmentwealth.com |
info@totalalignmentwealth.com |
215 Fries Mills Rd., Suite B1 |
Turnersville |
NJ |
08012 |
United States of America |
North America |
https://www.linkedin.com/in/aimee-baehr-cfp-r-9514215/ |
Private Equity, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/total-alignment-wealth-advisors-llc/ |
https://totalalignmentwealth.com/ |
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and truly unbiased family wealth advisor to perform services typically beyond the scope of services other advisors were providing. |
MF |
|
|
Total Alignment Wealth Advisors, LLC |
Kristin |
Lohan |
Client Service Associate |
(212) 913-9110 |
(917) 398-1577 |
klohan@totalalignmentwealth.com |
info@totalalignmentwealth.com |
215 Fries Mills Rd., Suite B1 |
Turnersville |
NJ |
08012 |
United States of America |
North America |
https://www.linkedin.com/in/kristin-lohan-7221ba212/ |
Private Equity, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/total-alignment-wealth-advisors-llc/ |
https://totalalignmentwealth.com/ |
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and truly unbiased family wealth advisor to perform services typically beyond the scope of services other advisors were providing. |
MF |
|
|
Total Alignment Wealth Advisors, LLC |
Collin |
Bill |
Client Service Associate |
(212) 913-9110 |
(917) 398-1577 |
cbill@totalalignmentwealth.com |
info@totalalignmentwealth.com |
215 Fries Mills Rd., Suite B1 |
Turnersville |
NJ |
08012 |
United States of America |
North America |
https://www.linkedin.com/in/collin-bill-ba11b7212/ |
Private Equity, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/total-alignment-wealth-advisors-llc/ |
https://totalalignmentwealth.com/ |
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and truly unbiased family wealth advisor to perform services typically beyond the scope of services other advisors were providing. |
MF |
|
|
Total Alignment Wealth Advisors, LLC |
William |
Lafferty |
Client Service Administrator |
(212) 913-9110 |
(917) 398-1577 |
wlafferty@totalalignmentwealth.com |
info@totalalignmentwealth.com |
215 Fries Mills Rd., Suite B1 |
Turnersville |
NJ |
08012 |
United States of America |
North America |
https://www.linkedin.com/in/william-lafferty-5b61b6212/ |
Private Equity, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/total-alignment-wealth-advisors-llc/ |
https://totalalignmentwealth.com/ |
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and truly unbiased family wealth advisor to perform services typically beyond the scope of services other advisors were providing. |
MF |
|
|
Total Alignment Wealth Advisors, LLC |
Erika |
Bennetsen |
Client Service Administrator |
(212) 913-9110 |
(917) 398-1577 |
ebennetsen@totalalignmentwealth.com |
info@totalalignmentwealth.com |
215 Fries Mills Rd., Suite B1 |
Turnersville |
NJ |
08012 |
United States of America |
North America |
|
Private Equity, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/total-alignment-wealth-advisors-llc/ |
https://totalalignmentwealth.com/ |
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and truly unbiased family wealth advisor to perform services typically beyond the scope of services other advisors were providing. |
MF |
|
|
Total Alignment Wealth Advisors, LLC |
Robert |
Hayden |
Managing Member & Chief Wealth Advisor |
(212) 913-9110 |
(917) 398-1577 |
rhayden@totalalignmentwealth.com |
info@totalalignmentwealth.com |
215 Fries Mills Rd., Suite B1 |
Turnersville |
NJ |
08012 |
United States of America |
North America |
https://www.linkedin.com/in/robert-hayden-jd-mba-cfp®-669a466/ |
Private Equity, Hedge Funds |
2.013 |
|
|
https://www.linkedin.com/company/total-alignment-wealth-advisors-llc/ |
https://totalalignmentwealth.com/ |
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. Total Alignment was founded by a group of clients to provide a fully transparent and truly unbiased family wealth advisor to perform services typically beyond the scope of services other advisors were providing. |
MF |
|
| 658 |
Treflie Capital Management, LLC |
Harry |
Strunk |
Member |
(561) 640-4925 |
(631) 614-4247 |
harrystrunk@aspengrovecm.com |
info@treflie.com |
35 Ezekills Hollow |
Sag Harbor |
NY |
11963 |
United States of America |
North America |
|
|
|
$100M |
|
|
http://www.treflie.com/ |
Treflie Absolute is a multi-strategy fund of hedge funds designed to achieve superior risk-adjusted returns with a low correlation to equity and fixed income markets. The fund's capital is allocated across a variety of hedged strategies by adjusting asset weightings to achieve the best potential return for a targeted low volatility. |
Fund-of-Fund |
|
| 659 |
TriAlpha Investment Management (Pty) Ltd |
Theron |
van Wyk |
Managing Director |
27 219 434 800 |
27 219 142 566 |
theron.vanwyk@trialpha.co.za |
info@trialpha.co.za |
2nd Floor, Combined HQ Building, 4 Bridal Close Tyger Falls |
Tyger Valley |
|
7530 |
South Africa |
Africa |
|
|
|
R13B |
|
|
https://www.trialpha.co.za/ |
TriAlpha Investment Management is a specialist South African-based investment management firm, predominantly focused on managing enhanced Cash and Fixed Income long-only and hedge fund institutional investment mandates using a portable alpha approach. They offer a range of multi-manager hedge funds, boutique funds and innovative portfolio solutions including a bespoke service. Their clients include institutions and high net-worth families. |
Fund-of-Fund |
|
|
TriAlpha Investment Management (Pty) Ltd |
Russell |
Shanglee |
Nat. Dip Cost & Management Accounting, Executive |
27 218 095 407 |
27 219 142 566 |
russell.shanglee@trialpha.co.za |
info@trialpha.co.za |
2nd Floor, Combined HQ Building, 4 Bridal Close Tyger Falls |
Tyger Valley |
|
7530 |
South Africa |
Africa |
https://www.linkedin.com/in/russell-shanglee-a4b07121/ |
|
|
R13B |
|
|
https://www.trialpha.co.za/ |
TriAlpha Investment Management is a specialist South African-based investment management firm, predominantly focused on managing enhanced Cash and Fixed Income long-only and hedge fund institutional investment mandates using a portable alpha approach. They offer a range of multi-manager hedge funds, boutique funds and innovative portfolio solutions including a bespoke service. Their clients include institutions and high net-worth families. |
Fund-of-Fund |
|
| 660 |
Triumph Family Office |
Roger |
Buckeridge |
Managing Director |
86 21 6289 8750 |
|
rgbuckeridge@gmail.com |
|
Suite # 31-61, Office Tower2, One Raffles Place |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/rogerbuckeridge/ |
Discretionary Portfolio Management, Hedge Fund of Fund |
|
$100M |
|
|
http://www.triumphcapital.com.sg/ |
Triumph Family is a single family office, providing services to high net worth individuals and families with assets over 100 million Dollars, with main wealth management services such as Discretionary Portfolio Management and Hedge Fund of Fund, and other services such as family succession planning and family affairs services. |
SF |
|
|
Triumph Family Office |
James |
Wu |
Founding Partner, Portfolio Manager |
86 21 6289 8750 |
|
Jameswu@triumphcapital.com.cn |
|
723 West Tower, Shanghai Center, 1376 Nanjing, West Rd, Jing‘an |
Shanghai |
|
200040 |
China |
Asia |
https://www.linkedin.com/in/james-wu-xin-a47b79a0/ |
Discretionary Portfolio Management, Hedge Fund of Fund |
|
$100M |
|
|
http://www.triumphcapital.com.sg/ |
Triumph Family is a single family office, providing services to high net worth individuals and families with assets over 100 million Dollars, with main wealth management services such as Discretionary Portfolio Management and Hedge Fund of Fund, and other services such as family succession planning and family affairs services. |
SF |
|
| 661 |
Trust Company Family Offices |
Darryl |
Lycourt Jr. |
Investment Officer |
Direct: (419) 491-1368 |
(800) 453-0625 |
dlycourt@tcfona.com |
kbies@tcfona.com |
1630 Timberwolf Drive |
Holland |
OH |
43528 |
United States of America |
North America |
https://www.linkedin.com/in/darryl-lycourt-jr-596863a3/ |
Alternative Investments, Private Equity, Mutual Fund, Fixed Income, Hedge Funds |
1.990 |
$2.8B |
|
https://www.linkedin.com/company/the-trust-company-na/ |
https://www.tcfona.com/ |
At Trust Company Family Offices, we measure success the same way you do – by the numbers and by quality of life. We are a highly regulated, but locally controlled, trust company and multi-family office serving families, businesses and nonprofit organizations.
At Trust Company Family Offices, we integrate fiduciary services with your other advisory needs as part of our FAMILY OFFICE MINDSET personalized services. We draw on our deep knowledge of the role trusts play in supporting multigenerational families and we serve as corporate trustee of revocable and irrevocable trusts, as well as IRAs. Often, even before accepting a trustee appointment, we act as investment manager through an agency relationship. As is the case in any relationship, you experience the peace of mind that is created when your affairs are conducted in a manner that is consistent with your objectives. |
MF |
|
|
Trust Company Family Offices |
Rick |
Sasala |
Principal & Chief Analytics Officer |
Direct: (419) 491-1279 |
(800) 453-0625 |
rsasala@tcfona.com |
kbies@tcfona.com |
1630 Timberwolf Drive |
Holland |
OH |
43528 |
United States of America |
North America |
https://www.linkedin.com/in/rick-sasala-16b4051/ |
Alternative Investments, Private Equity, Mutual Fund, Fixed Income, Hedge Funds |
1.990 |
$2.8B |
|
https://www.linkedin.com/company/the-trust-company-na/ |
https://www.tcfona.com/ |
At Trust Company Family Offices, we measure success the same way you do – by the numbers and by quality of life. We are a highly regulated, but locally controlled, trust company and multi-family office serving families, businesses and nonprofit organizations.
At Trust Company Family Offices, we integrate fiduciary services with your other advisory needs as part of our FAMILY OFFICE MINDSET personalized services. We draw on our deep knowledge of the role trusts play in supporting multigenerational families and we serve as corporate trustee of revocable and irrevocable trusts, as well as IRAs. Often, even before accepting a trustee appointment, we act as investment manager through an agency relationship. As is the case in any relationship, you experience the peace of mind that is created when your affairs are conducted in a manner that is consistent with your objectives. |
MF |
|
|
Trust Company Family Offices |
Ann |
McCauley |
President & CEO |
Direct: (419) 865-0852 |
(800) 453-0625 |
amccauley@tcfona.com |
kbies@tcfona.com |
1630 Timberwolf Drive |
Holland |
OH |
43528 |
United States of America |
North America |
https://www.linkedin.com/in/ann-mccauley-b4056563/ |
Alternative Investments, Private Equity, Mutual Fund, Fixed Income, Hedge Funds |
1.990 |
$2.8B |
|
https://www.linkedin.com/company/the-trust-company-na/ |
https://www.tcfona.com/ |
At Trust Company Family Offices, we measure success the same way you do – by the numbers and by quality of life. We are a highly regulated, but locally controlled, trust company and multi-family office serving families, businesses and nonprofit organizations.
At Trust Company Family Offices, we integrate fiduciary services with your other advisory needs as part of our FAMILY OFFICE MINDSET personalized services. We draw on our deep knowledge of the role trusts play in supporting multigenerational families and we serve as corporate trustee of revocable and irrevocable trusts, as well as IRAs. Often, even before accepting a trustee appointment, we act as investment manager through an agency relationship. As is the case in any relationship, you experience the peace of mind that is created when your affairs are conducted in a manner that is consistent with your objectives. |
MF |
|
|
Trust Company Family Offices |
Chad |
Beaty |
Executive Officer, Operations |
Direct: (419) 491-0969 |
(800) 453-0625 |
cbeaty@tcfona.com |
kbies@tcfona.com |
1630 Timberwolf Drive |
Holland |
OH |
43528 |
United States of America |
North America |
https://www.linkedin.com/in/chad-beaty/ |
Alternative Investments, Private Equity, Mutual Fund, Fixed Income, Hedge Funds |
1.990 |
$2.8B |
|
https://www.linkedin.com/company/the-trust-company-na/ |
https://www.tcfona.com/ |
At Trust Company Family Offices, we measure success the same way you do – by the numbers and by quality of life. We are a highly regulated, but locally controlled, trust company and multi-family office serving families, businesses and nonprofit organizations.
At Trust Company Family Offices, we integrate fiduciary services with your other advisory needs as part of our FAMILY OFFICE MINDSET personalized services. We draw on our deep knowledge of the role trusts play in supporting multigenerational families and we serve as corporate trustee of revocable and irrevocable trusts, as well as IRAs. Often, even before accepting a trustee appointment, we act as investment manager through an agency relationship. As is the case in any relationship, you experience the peace of mind that is created when your affairs are conducted in a manner that is consistent with your objectives. |
MF |
|
|
Trust Company Family Offices |
Marisa |
Bailitz |
Trust Executive |
Direct: (419) 865-4980 |
(800) 453-0625 |
mbailitz@tcfona.com |
kbies@tcfona.com |
1630 Timberwolf Drive |
Holland |
OH |
43528 |
United States of America |
North America |
https://www.linkedin.com/in/marisa-bailitz-37853b83/ |
Alternative Investments, Private Equity, Mutual Fund, Fixed Income, Hedge Funds |
1.990 |
$2.8B |
|
https://www.linkedin.com/company/the-trust-company-na/ |
https://www.tcfona.com/ |
At Trust Company Family Offices, we measure success the same way you do – by the numbers and by quality of life. We are a highly regulated, but locally controlled, trust company and multi-family office serving families, businesses and nonprofit organizations.
At Trust Company Family Offices, we integrate fiduciary services with your other advisory needs as part of our FAMILY OFFICE MINDSET personalized services. We draw on our deep knowledge of the role trusts play in supporting multigenerational families and we serve as corporate trustee of revocable and irrevocable trusts, as well as IRAs. Often, even before accepting a trustee appointment, we act as investment manager through an agency relationship. As is the case in any relationship, you experience the peace of mind that is created when your affairs are conducted in a manner that is consistent with your objectives. |
MF |
|
|
Trust Company Family Offices |
Elena |
DeLuna |
Operations Administrator |
Direct: (419) 865-3066 |
(800) 453-0625 |
edeluna@tcfona.com |
kbies@tcfona.com |
1630 Timberwolf Drive |
Holland |
OH |
43528 |
United States of America |
North America |
https://www.linkedin.com/in/elena-deluna-b4744832/ |
Alternative Investments, Private Equity, Mutual Fund, Fixed Income, Hedge Funds |
1.990 |
$2.8B |
|
https://www.linkedin.com/company/the-trust-company-na/ |
https://www.tcfona.com/ |
At Trust Company Family Offices, we measure success the same way you do – by the numbers and by quality of life. We are a highly regulated, but locally controlled, trust company and multi-family office serving families, businesses and nonprofit organizations.
At Trust Company Family Offices, we integrate fiduciary services with your other advisory needs as part of our FAMILY OFFICE MINDSET personalized services. We draw on our deep knowledge of the role trusts play in supporting multigenerational families and we serve as corporate trustee of revocable and irrevocable trusts, as well as IRAs. Often, even before accepting a trustee appointment, we act as investment manager through an agency relationship. As is the case in any relationship, you experience the peace of mind that is created when your affairs are conducted in a manner that is consistent with your objectives. |
MF |
|
| 662 |
Trustmoore |
Jamie |
Prins |
Managing Director |
31 621 710 830 |
31 204 712 700 |
jamie.prins@trustmoore.com |
info.nl@trustmoore.com |
31-32 Leeson Street Lower |
Dublin 2 |
|
D02 F838 |
Ireland |
Europe |
https://www.linkedin.com/in/jamie-prins-37901230/ |
Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund |
2.005 |
€3B |
|
https://trustmoore.com/multi-family-office-services/ |
https://trustmoore.com/ |
Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business.
With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. |
MF |
|
|
Trustmoore |
Michiel |
Langelaar |
COO & Managing Director |
31 204 712 707 |
31 204 712 700 |
michiel.langelaar@trustmoore.com |
info.nl@trustmoore.com |
31-32 Leeson Street Lower |
Dublin 2 |
|
D02 F838 |
Ireland |
Europe |
https://www.linkedin.com/in/michiel-langelaar-27335b/ |
Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund |
2.005 |
€3B |
|
Skype: michiellangelaar |
https://trustmoore.com/ |
Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business.
With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. |
MF |
|
|
Trustmoore |
John |
Verhooren |
Global Head Fund Services |
31 204 712 707 |
31 204 712 700 |
john.verhooren@trustmoore.com |
info.nl@trustmoore.com |
Prins Hendriklaan 26 |
Amsterdam |
|
1075 BD |
The Netherlands |
Europe |
https://www.linkedin.com/in/john-verhooren-6951922a/ |
Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund |
2.005 |
€3B |
|
https://www.linkedin.com/company/trustmoore/ |
https://trustmoore.com/ |
Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business.
With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. |
MF |
|
|
Trustmoore |
Steven |
Melkman |
Founder & Global Head of Corporate Expansion Services |
31 204 712 707 |
31 204 712 700 |
steven.melkman@trustmoore.com |
info.nl@trustmoore.com |
Prins Hendriklaan 26 |
Amsterdam |
|
1075 BD |
The Netherlands |
Europe |
https://www.linkedin.com/in/steven-melkman-a234377/ |
Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund |
2.005 |
€3B |
|
https://www.linkedin.com/company/trustmoore/ |
https://trustmoore.com/ |
Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business.
With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. |
MF |
|
|
Trustmoore |
Johan |
van den Berg |
Global Head of Business Development |
352 2060 0100 |
|
johan.vandenberg@trustmoore.lu |
info.lux@trustmoore.com |
6 Rue Dicks |
Luxembourg |
|
L-1417 |
Luxembourg |
Europe |
https://www.linkedin.com/in/johan-van-den-berg-17a2a66/ |
Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund |
2.005 |
€3B |
|
https://www.linkedin.com/company/trustmoore/ |
https://trustmoore.com/ |
Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business.
With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. |
MF |
|
|
Trustmoore |
Roland |
Beunis |
Founder & Global Head of Multi-Family Office Services |
5999 747 1401 |
|
roland.beunis@trustmoore.com |
MFO@trustmoore.com |
Landhuis Groot Kwartier, Groot Kwartierweg 12 |
Willemstad |
|
|
Curaçao |
South America |
https://www.linkedin.com/in/roland-beunis-1865b511/ |
Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund |
2.005 |
€3B |
|
https://www.linkedin.com/company/trustmoore/ |
https://trustmoore.com/ |
Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business.
With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. |
MF |
|
| 663 |
TrustPlutus Wealth (India) Pvt. Ltd. |
Sameer |
Kaul |
Managing Director & CEO |
91 22 6274 6000 |
|
sameer.kaul@trustplutus.com |
info@trustplutus.com |
802, Naman Centre, BKC, Bandra East |
Mumbai |
|
400051 |
India |
Asia |
https://www.linkedin.com/in/sameer-kaul-ba8b5220/ |
Private Equity Fund, Hedge Funds, Venture Capital Fund |
2.010 |
|
|
https://www.linkedin.com/company/trustplutus-wealth-managers-india-pvt-ltd/ |
https://trustplutus.com/ |
TrustPlutus is an independent and trusted Wealth Management and multi-family office firm that focuses on your investment needs and the best way to meet those needs. We provide you with an open architecture platform for investing. We have a fiduciary responsibility to act in your best interest. |
MF |
|
|
TrustPlutus Wealth (India) Pvt. Ltd. |
Vishal |
Chandiramani |
Chief Operating Officer |
91 22 6274 6000 |
|
vishal.chandiramani@trustplutus.com |
info@trustplutus.com |
802, Naman Centre, BKC, Bandra East |
Mumbai |
|
400051 |
India |
Asia |
https://www.linkedin.com/in/vishal-chandiramani-cfa-cfp-073b204/ |
Private Equity Fund, Hedge Funds, Venture Capital Fund |
2.010 |
|
vishal243@gmail.com |
https://www.linkedin.com/company/trustplutus-wealth-managers-india-pvt-ltd/ |
https://trustplutus.com/ |
TrustPlutus is an independent and trusted Wealth Management and multi-family office firm that focuses on your investment needs and the best way to meet those needs. We provide you with an open architecture platform for investing. We have a fiduciary responsibility to act in your best interest. |
MF |
|
|
TrustPlutus Wealth (India) Pvt. Ltd. |
Chetan |
Pandya |
Director & Portfolio Manager |
91 22 6274 6000 |
|
chetan.pandya@trustplutus.com |
info@trustplutus.com |
802, Naman Centre, BKC, Bandra East |
Mumbai |
|
400051 |
India |
Asia |
https://www.linkedin.com/in/chetan-pandya-frm-cfp-0223519/ |
Private Equity Fund, Hedge Funds, Venture Capital Fund |
2.010 |
|
|
http://xpressionasitis.blogspot.com/ |
https://trustplutus.com/ |
TrustPlutus is an independent and trusted Wealth Management and multi-family office firm that focuses on your investment needs and the best way to meet those needs. We provide you with an open architecture platform for investing. We have a fiduciary responsibility to act in your best interest. |
MF |
|
|
TrustPlutus Wealth (India) Pvt. Ltd. |
Satwick |
Tandon |
Managing Partner |
91 22 6274 6000 |
|
satwick.tandon@trustplutus.com |
info@trustplutus.com |
802, Naman Centre, BKC, Bandra East |
Mumbai |
|
400051 |
India |
Asia |
https://www.linkedin.com/in/satwick-tandon-00524b/ |
Private Equity Fund, Hedge Funds, Venture Capital Fund |
2.010 |
|
|
http://xpressionasitis.blogspot.com/ |
https://trustplutus.com/ |
TrustPlutus is an independent and trusted Wealth Management and multi-family office firm that focuses on your investment needs and the best way to meet those needs. We provide you with an open architecture platform for investing. We have a fiduciary responsibility to act in your best interest. |
MF |
|
| 664 |
Turim MFO |
Rodrigo |
Louro |
Director |
44 203 931-9655 |
|
rlouro@turimuk.com |
turimuk@turimuk.com |
111 Park Street |
London |
|
W1K 7JF |
United Kingdom |
Europe |
https://www.linkedin.com/in/rodlouro/ |
Hedge Funds |
2.016 |
|
|
https://www.turimbr.com/ |
http://www.turimuk.com/ |
Turim UK is a Multi-Family Office and Investment Advisory firm. |
MF |
|
|
Turim MFO |
Nelson |
Abrahao |
Investment Strategist |
55 (21) 2259-8015 |
|
nabrahao@turimbr.com |
turimrj@turimbr.com |
Rua Major Rubens Vaz |
Rio de Janeiro |
RJ |
22470-070 |
Brazil |
South America |
https://www.linkedin.com/in/nelson-abrahao-2b216bb3/ |
Hedge Funds |
2.016 |
|
|
https://www.turimbr.com/ |
http://www.turimuk.com/ |
Turim UK is a Multi-Family Office and Investment Advisory firm. |
MF |
|
|
Turim MFO |
Gustavo |
Marini |
Founding Partner & Board Chairman |
55 (21) 2259-8015 |
|
gmarini@turimbr.com |
turimrj@turimbr.com |
Rua Major Rubens Vaz |
Rio de Janeiro |
RJ |
22470-070 |
Brazil |
South America |
https://www.linkedin.com/in/gustavo-marini-72bb169/ |
Hedge Funds |
2.016 |
|
|
https://www.turimbr.com/ |
http://www.turimuk.com/ |
Turim UK is a Multi-Family Office and Investment Advisory firm. |
MF |
|
|
Turim MFO |
Leonardo |
Martins Moraes |
Co-CEO & Partner |
55 (11) 3071-3329 |
|
lmartins@turimbr.com |
turimsp@turimbr.com |
Av. Brigadeiro Faria Lima, 2277 |
Sao Paulo |
SP |
01452-000 |
Brazil |
South America |
https://www.linkedin.com/in/leonardomartins3/ |
Hedge Funds |
2.016 |
|
|
https://www.turimbr.com/ |
http://www.turimuk.com/ |
Turim UK is a Multi-Family Office and Investment Advisory firm. |
MF |
|
| 665 |
Turnberry Investment Group |
Benny |
Tatz |
Director |
Mobile: 44 787 293-7287 |
|
benny@turnberryinvestmentgroup.com |
uk@turnberryinvestmentgroup.com |
Athene House, 86 The Broadway Mill Hill |
London |
|
NW7 3TD |
United Kingdom |
Europe |
https://www.linkedin.com/in/benny-tatz-a3b86631/ |
US & UK Real Estate, Property Investments, Bridge Lending, Secured Lending, Private Equity, Multi Family Real Estate, Residential Real Estate, Hotel & Leisure, Hospitality, Commercial Real Estate, Student Acomodation |
2.008 |
$350M |
benny@pontemcapital.co.uk |
https://www.linkedin.com/company/turnberry-investment-group/ |
https://turnberrygroup.com/ |
A private family office investing in Real Estate, Secured Lending
and Private Equity globally. Turnberry Investment Group is a privately-owned group of companies established in 2008 investing mainly in US & UK Real Estate, now managing a global portfolio of assets in excess of $350m across multiple asset classes including residential, commercial, retail, industrial, hotels, leisure and various development sites.
We continue to seek attractive investment opportunities and look to work with experienced managers to create value and attractive exit opportunities once business plans are achieved. We have also recently launched an internally managed bridging loan lending platform for the UK Real Estate market.
A smaller portion of our portfolio focuses on alternative investments including carefully selected private equity finance and other niche secured lending opportunities. |
SF |
|
|
Turnberry Investment Group |
Isaac |
Saul |
Financial Advisor |
Mobile: 44 208 906-5215 |
|
isaac@turnberryinvestmentgroup.com |
uk@turnberryinvestmentgroup.com |
Athene House, 86 The Broadway Mill Hill |
London |
|
NW7 3TD |
United Kingdom |
Europe |
https://www.linkedin.com/in/isaacsaul/ |
US & UK Real Estate, Property Investments, Bridge Lending, Secured Lending, Private Equity, Multi Family Real Estate, Residential Real Estate, Hotel & Leisure, Hospitality, Commercial Real Estate, Student Acomodation |
2.008 |
$350M |
|
https://www.linkedin.com/company/turnberry-investment-group/ |
https://turnberrygroup.com/ |
A private family office investing in Real Estate, Secured Lending
and Private Equity globally. Turnberry Investment Group is a privately-owned group of companies established in 2008 investing mainly in US & UK Real Estate, now managing a global portfolio of assets in excess of $350m across multiple asset classes including residential, commercial, retail, industrial, hotels, leisure and various development sites.
We continue to seek attractive investment opportunities and look to work with experienced managers to create value and attractive exit opportunities once business plans are achieved. We have also recently launched an internally managed bridging loan lending platform for the UK Real Estate market.
A smaller portion of our portfolio focuses on alternative investments including carefully selected private equity finance and other niche secured lending opportunities. |
SF |
|
|
Turnberry Investment Group |
Martin |
Smulovitch |
Managing Director |
|
|
martin@turnberryinvestmentgroup.com |
uk@turnberryinvestmentgroup.com |
Athene House, 86 The Broadway Mill Hill |
London |
|
NW7 3TD |
United Kingdom |
Europe |
https://www.linkedin.com/in/martin-smulovitch-4061a0a3/ |
US & UK Real Estate, Property Investments, Bridge Lending, Secured Lending, Private Equity, Multi Family Real Estate, Residential Real Estate, Hotel & Leisure, Hospitality, Commercial Real Estate, Student Acomodation |
2.008 |
$350M |
|
https://www.linkedin.com/company/turnberry-investment-group/ |
https://turnberrygroup.com/ |
A private family office investing in Real Estate, Secured Lending
and Private Equity globally. Turnberry Investment Group is a privately-owned group of companies established in 2008 investing mainly in US & UK Real Estate, now managing a global portfolio of assets in excess of $350m across multiple asset classes including residential, commercial, retail, industrial, hotels, leisure and various development sites.
We continue to seek attractive investment opportunities and look to work with experienced managers to create value and attractive exit opportunities once business plans are achieved. We have also recently launched an internally managed bridging loan lending platform for the UK Real Estate market.
A smaller portion of our portfolio focuses on alternative investments including carefully selected private equity finance and other niche secured lending opportunities. |
SF |
|
| 666 |
Validity Holdings LLC |
Irvin |
Goldman |
Founder & President |
(212) 787-1700 |
(212) 787-1887 |
|
|
160 West 72nd Street |
New York |
NY |
10023 |
United States of America |
North America |
https://www.linkedin.com/in/irvingoldman/ |
Public and Private Securities, Private Equity, Venture Capital, Real Assets, Hedge Funds |
2.012 |
|
info@ackerwines.com |
http://irvingoldman.com/ |
|
Validity Holdings, a private family office, in New Jersey. Validity Holdings manages family office investments in public and private securities, private equity, venture capital, and real assets. Validity consults, advises and invests with other family offices, hedge funds and high net worth individuals in its network. |
SF |
|
| 667 |
van Biema Value Partners LLC |
Michael |
van Biema |
CEO & CIO |
(212) 308-5900 |
(212) 308-5949 |
michael@vbvaluepartners.com |
info@vbvaluepartners.com |
745 Fifth Avenue, 14th Floor |
New York |
NY |
10151 |
United States of America |
North America |
https://www.linkedin.com/in/michael-van-biema-a36956b/ |
|
|
$583M |
|
|
http://www.vbvaluepartners.com/ |
VB is an SEC-registered investment adviser established by Michael van Biema in 2004 specializing in creating portfolios of small, deep value-oriented hedge funds for sophisticated clients and investors around the globe. We offer a select group of funds as well as customized solutions for both institutional and individual investors seeking expertise in accessing what has proven to be a compelling long-term investment niche within the global markets. |
Fund-of-Fund |
|
|
van Biema Value Partners LLC |
Douglas |
Meehan |
Deputy Chief Investment Officer |
(212) 308-5916 |
(212) 308-5949 |
doug@vbvaluepartners.com |
info@vbvaluepartners.com |
745 Fifth Avenue, 14th Floor |
New York |
NY |
10151 |
United States of America |
North America |
https://www.linkedin.com/in/doug-meehan-b524592/ |
|
|
$583M |
|
|
http://www.vbvaluepartners.com/ |
VB is an SEC-registered investment adviser established by Michael van Biema in 2004 specializing in creating portfolios of small, deep value-oriented hedge funds for sophisticated clients and investors around the globe. We offer a select group of funds as well as customized solutions for both institutional and individual investors seeking expertise in accessing what has proven to be a compelling long-term investment niche within the global markets. |
Fund-of-Fund |
|
| 668 |
Vareco Holdings LLC |
Carla |
Artone |
Manager Accounting & Administration |
(203) 295-8907 |
|
carla@varecoholdings.com |
|
132 Water Street, 3rd Floor |
South Norwalk |
CT |
06854 |
United States of America |
North America |
https://www.linkedin.com/in/carlaartone/ |
Public Equity, Debt and Derivative Securities, Private Equity, Hedge Funds, Direct Investments, Real Estate, Collectibles |
2.015 |
$150M |
carla.artone@yahoo.com |
https://www.linkedin.com/company/vareco-holdings-llc/ |
https://www.varecoholdings.com/ |
Vareco Holdings is a single family office with operational expertise in shipping and energy infrastructure. |
SF |
|
|
Vareco Holdings LLC |
Matt |
Motley |
Chief Investment Officer |
(203) 295-8907 |
|
matt@varecoholdings.com |
|
132 Water Street, 3rd Floor |
South Norwalk |
CT |
06854 |
United States of America |
North America |
https://www.linkedin.com/in/mmotley/ |
Public Equity, Debt and Derivative Securities, Private Equity, Hedge Funds, Direct Investments, Real Estate, Collectibles |
2.015 |
$150M |
|
https://www.linkedin.com/company/vareco-holdings-llc/ |
https://www.varecoholdings.com/ |
Vareco Holdings is a single family office with operational expertise in shipping and energy infrastructure. |
SF |
|
| 669 |
Veco Multi Family Office SA |
Antonio |
Mandra |
Director |
41 919 117 111 |
41 919 239 419 |
a.mandra@vecogroup.ch |
info@vecogroup.ch |
Via Lavizzari 4 |
Lugano |
|
6901 |
Switzerland |
Europe |
https://www.linkedin.com/in/antonio-mandra-926bb5124/ |
Alternative Investments |
1.973 |
|
|
http://vecofamily.ch/ |
https://www.vecogroup.ch/ |
The Veco Multy Family Office was set up to provide independent counselling and integrated supervision in connection with the diversification and optimisation of investments and risk management. The service adresses those faced with the complexity of a generational transition in their business, people who need investment strategies capable of guaranteeing the continuity and profitability of their personal wealth, or those who simply require constant monitoring of a financial situation that would otherwise be difficult to organise and advice on the various investment options. |
MF |
Veco (Lugano) SA
Via Lavizzari
6900 Lugano
Switzerland |
|
Veco Multi Family Office SA |
Stefano |
Fiala |
CEO & Partner |
41 919 117 151 |
41 919 228 138 |
stefano.fiala@vecoinvest.ch |
info@vecofamily.ch |
Via Lavizzari 4 |
Lugano |
|
6901 |
Switzerland |
Europe |
https://www.linkedin.com/in/stefano-fiala-5042aaa4/ |
Alternative Investments |
1.973 |
|
|
https://www.linkedin.com/company/veco-group/ |
https://www.vecogroup.ch/ |
The Veco Multy Family Office was set up to provide independent counselling and integrated supervision in connection with the diversification and optimisation of investments and risk management. The service adresses those faced with the complexity of a generational transition in their business, people who need investment strategies capable of guaranteeing the continuity and profitability of their personal wealth, or those who simply require constant monitoring of a financial situation that would otherwise be difficult to organise and advice on the various investment options. |
MF |
Veco (Lugano) SA
Via Lavizzari
6900 Lugano
Switzerland |
|
Veco Multi Family Office SA |
Luca |
Ronchetti |
Marketing Director & Business Development |
Mobile: 41 792 352 162 |
41 919 228 138 |
l.ronchetti@vecogroup.ch |
info@vecofamily.ch |
Via Lavizzari 4 |
Lugano |
|
6901 |
Switzerland |
Europe |
https://www.linkedin.com/in/luca-ronchetti/ |
Alternative Investments |
1.973 |
|
|
https://www.linkedin.com/company/veco-group/ |
https://www.vecogroup.ch/ |
The Veco Multy Family Office was set up to provide independent counselling and integrated supervision in connection with the diversification and optimisation of investments and risk management. The service adresses those faced with the complexity of a generational transition in their business, people who need investment strategies capable of guaranteeing the continuity and profitability of their personal wealth, or those who simply require constant monitoring of a financial situation that would otherwise be difficult to organise and advice on the various investment options. |
MF |
Veco (Lugano) SA
Via Lavizzari
6900 Lugano
Switzerland |
|
Veco Multi Family Office SA |
Natascia |
Ferlito |
Senior Legal & Compliance Manager |
41 919 117 151 |
41 919 228 138 |
n.ferlito@vecogroup.ch |
info@vecofamily.ch |
Via Lavizzari 4 |
Lugano |
|
6901 |
Switzerland |
Europe |
https://www.linkedin.com/in/natasciaferlito/ |
Alternative Investments |
1.973 |
|
natasciaferlito@gmail.com |
https://www.linkedin.com/company/veco-group/ |
https://www.vecogroup.ch/ |
The Veco Multy Family Office was set up to provide independent counselling and integrated supervision in connection with the diversification and optimisation of investments and risk management. The service adresses those faced with the complexity of a generational transition in their business, people who need investment strategies capable of guaranteeing the continuity and profitability of their personal wealth, or those who simply require constant monitoring of a financial situation that would otherwise be difficult to organise and advice on the various investment options. |
MF |
Veco (Lugano) SA
Via Lavizzari
6900 Lugano
Switzerland |
| 670 |
Vector Wealth Management SA |
Alessandro |
Beggio |
Director |
41 919 227 072 |
41 225 457 595 |
alebeggio@gmail.com |
|
Via Pessina 13 |
Lugano |
|
6901 |
Switzerland |
Europe |
https://www.linkedin.com/in/alessandro-beggio-1b045324/ |
Hedge Funds |
2.009 |
|
info@aqa-capital.com |
https://www.linkedin.com/company/vector-wealth-management/ |
https://vectorwm.com/ |
VECTOR WM is a Swiss independent wealth management firm and multi-family office.
VECTOR WM offers services tailored to each and every client, providing instruments and investment solutions aimed at increasing their overall wealth.
VECTOR WM provides customized wealth management services: great flexibility allows for great attention towards needs and peculiarities of each individual client, be they entrepreneurs, managers, families, companies or institutional clients.
Excellence and transparency are intrinsic to VECTOR WM’s professionalism, which is aimed towards persistent client satisfaction and towards the creation of long lasting relationships. |
MF |
Office Address:
Via Pessina 13
6901 – Lugano
Switzerland |
|
Vector Wealth Management SA |
Luigi |
Rossi |
Consultant |
41 919 227 072 |
41 225 457 595 |
lr@vectorwm.com |
|
Via Pessina 13 |
Lugano |
|
6901 |
Switzerland |
Europe |
https://www.linkedin.com/in/luigi-rossi-6287196a/ |
Hedge Funds |
2.009 |
|
|
https://www.linkedin.com/company/vector-wealth-management/ |
https://vectorwm.com/ |
VECTOR WM is a Swiss independent wealth management firm and multi-family office.
VECTOR WM offers services tailored to each and every client, providing instruments and investment solutions aimed at increasing their overall wealth.
VECTOR WM provides customized wealth management services: great flexibility allows for great attention towards needs and peculiarities of each individual client, be they entrepreneurs, managers, families, companies or institutional clients.
Excellence and transparency are intrinsic to VECTOR WM’s professionalism, which is aimed towards persistent client satisfaction and towards the creation of long lasting relationships. |
MF |
Office Address:
Via Pessina 13
6901 – Lugano
Switzerland |
| 671 |
VERA CAPITAL |
Ahmet |
Özokur |
Founder & General Partner |
90 216 510 4196 |
|
ahmet.ozokur@veracapital.com |
info@veracapital.com |
Çengelköy Mahallesi, Boğaziçi Cd. No:6, 34680 Üsküdar |
İstanbul |
|
|
Turkey |
Asia |
https://www.linkedin.com/in/ahmet-özokur-8227926/ |
Private Equity, Venture Capital and certain Alternative Investments. |
2.015 |
|
|
https://twitter.com/ahmetozokur |
https://veracapital.com/ |
VERA CAPITAL is a single family office for ÖZOKUR family. |
SF |
|
|
VERA CAPITAL |
Murat |
Karababa |
Managing Partner |
90 216 510 4196 |
|
murat.karababa@vera-capital.com |
info@veracapital.com |
Çengelköy Mahallesi, Boğaziçi Cd. No:6, 34680 Üsküdar |
İstanbul |
|
|
Turkey |
Asia |
https://www.linkedin.com/in/murat-karababa-6323b912/ |
Private Equity, Venture Capital and certain Alternative Investments. |
2.015 |
|
|
https://english.yildizholding.com.tr/ |
https://veracapital.com/ |
VERA CAPITAL is a single family office for ÖZOKUR family. |
SF |
|
| 672 |
VergePointe Capital, LLC |
Brad |
Parrott |
Founding Member, Managing Director |
(503) 684-0100 |
(503) 684-0102 |
bradp@vergepointe.com |
contact@vergepointe.com |
5285 Meadows Road, Suite 161 |
Lake Oswego |
OR |
97035 |
United States of America |
North America |
https://www.linkedin.com/in/brad-m-parrott-98926233/ |
Private Equity, Venture Capital, Hedge Funds, Real Estate |
1.986 |
$122M |
|
https://www.linkedin.com/company/vergepointe-capital-llc/ |
https://www.vergepointe.com/ |
VergePointe Capital LLC is a boutique, private equity firm, funded primarily by wealthy entrepreneurs and families, along with members/owners of the firm. For those clients that wish to use our full breadth of services, we provide Family Office Services. We offer families with substantial assets customized services tailored to individual needs and situations. |
MF |
|
|
VergePointe Capital, LLC |
Matthew |
Vance |
Partner |
(503) 684-0100 |
(503) 684-0102 |
mattv@vergepointe.com |
contact@vergepointe.com |
5288 Meadows Road, Suite 161 |
Lake Oswego |
OR |
97035 |
United States of America |
North America |
https://www.linkedin.com/in/matthew-vance-3470526/ |
Private Equity, Venture Capital, Hedge Funds, Real Estate |
1.986 |
$122M |
|
https://www.linkedin.com/company/vergepointe-capital-llc/ |
https://www.vergepointe.com/ |
VergePointe Capital LLC is a boutique, private equity firm, funded primarily by wealthy entrepreneurs and families, along with members/owners of the firm. For those clients that wish to use our full breadth of services, we provide Family Office Services. We offer families with substantial assets customized services tailored to individual needs and situations. |
MF |
|
|
VergePointe Capital, LLC |
Scott |
Roberts |
Partner |
(503) 684-0100 |
(503) 684-0102 |
scottr@vergepointe.com |
contact@vergepointe.com |
5287 Meadows Road, Suite 161 |
Lake Oswego |
OR |
97035 |
United States of America |
North America |
https://www.linkedin.com/in/scottrobertsportland/ |
Private Equity, Venture Capital, Hedge Funds, Real Estate |
1.986 |
$122M |
|
https://www.linkedin.com/company/vergepointe-capital-llc/ |
https://www.vergepointe.com/ |
VergePointe Capital LLC is a boutique, private equity firm, funded primarily by wealthy entrepreneurs and families, along with members/owners of the firm. For those clients that wish to use our full breadth of services, we provide Family Office Services. We offer families with substantial assets customized services tailored to individual needs and situations. |
MF |
|
| 673 |
Veritable LP |
John |
Scuteri |
Partner |
(610) 540-2036 |
|
jscuteri@veritablelp.com |
managers@veritablelp.com |
6022 West Chester Pike |
Newtown Square |
PA |
19073 |
United States of America |
North America |
https://www.linkedin.com/in/john-scuteri-3524a07/ |
Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income |
1.986 |
$18B |
|
https://www.linkedin.com/company/veritable-lp/ |
https://www.veritablelp.com/ |
Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. |
MF |
|
|
Veritable LP |
David |
Belej |
Chief Investment Officer & Member of the Executive Committee and the Operating Committee |
(610) 640-9551 |
|
dbelej@veritablelp.com |
managers@veritablelp.com |
6022 West Chester Pike |
Newtown Square |
PA |
19073 |
United States of America |
North America |
https://www.linkedin.com/in/david-belej-12256711/ |
Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income |
1.986 |
$18B |
|
https://www.linkedin.com/company/veritable-lp/ |
https://www.veritablelp.com/ |
Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. |
MF |
|
|
Veritable LP |
Fred |
Bacani |
Partner |
(610) 640-9551 |
|
fred@veritablelp.com |
managers@veritablelp.com |
6022 West Chester Pike |
Newtown Square |
PA |
19073 |
United States of America |
North America |
https://www.linkedin.com/in/fred-bacani-79b09581/ |
Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income |
1.986 |
$18B |
|
https://www.linkedin.com/company/veritable-lp/ |
https://www.veritablelp.com/ |
Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. |
MF |
|
|
Veritable LP |
Jonathan |
Scott |
Partner |
(215) 489-7717 |
|
jscott@veritablelp.com |
managers@veritablelp.com |
6022 West Chester Pike |
Newtown Square |
PA |
19073 |
United States of America |
North America |
https://www.linkedin.com/in/jonathan-scott-32399222/ |
Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income |
1.986 |
$18B |
|
https://www.linkedin.com/company/veritable-lp/ |
https://www.veritablelp.com/ |
Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. |
MF |
|
|
Veritable LP |
Ari |
Pontz |
Partner |
(610) 640-9551 |
|
ari@veritablelp.com |
managers@veritablelp.com |
6022 West Chester Pike |
Newtown Square |
PA |
19073 |
United States of America |
North America |
https://www.linkedin.com/in/ari-pontz-0166799/ |
Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income |
1.986 |
$18B |
|
https://www.linkedin.com/company/veritable-lp/ |
https://www.veritablelp.com/ |
Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. |
MF |
|
| 674 |
Verium AG |
Emilie |
Heinimann |
Investment Director |
Direct: 41 442 696 093 |
41 442 695 041 |
emilie.heinimann@verium.ch |
info@verium.ch |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/emilie-heinimann-frm-718b1b85/ |
Alternative Investment Instruments or Direct Equity Investments in Privately Held Businesses |
2.007 |
|
|
https://www.linkedin.com/company/verium-ag/ |
https://verium.ch/ |
Verium is an independent multi-family office located in Zurich and provides a full range of wealth management services to its clients. |
MF |
|
|
Verium AG |
Rogier |
Engelsma |
Partner Direct Investments |
Direct: 41 442 695 047 |
41 442 695 041 |
rogier.engelsma@verium.ch |
info@verium.ch |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/rogier-engelsma-799852191/ |
Alternative Investment Instruments or Direct Equity Investments in Privately Held Businesses |
2.007 |
|
|
https://www.linkedin.com/company/verium-ag/ |
https://verium.ch/ |
Verium is an independent multi-family office located in Zurich and provides a full range of wealth management services to its clients. |
MF |
|
|
Verium AG |
Katrin |
Gasche |
Assistant Family Office |
Direct: 41 442 695 043 |
41 442 695 041 |
katrin.gasche@verium.ch |
info@verium.ch |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
|
Alternative Investment Instruments or Direct Equity Investments in Privately Held Businesses |
2.007 |
|
|
https://www.linkedin.com/company/verium-ag/ |
https://verium.ch/ |
Verium is an independent multi-family office located in Zurich and provides a full range of wealth management services to its clients. |
MF |
|
|
Verium AG |
Markus |
Heeb |
Partner Family Office |
Direct: 41 442 696 096 |
41 442 695 041 |
markus.heeb@verium.ch |
info@verium.ch |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/markus-heeb-35b1b45/ |
Alternative Investment Instruments or Direct Equity Investments in Privately Held Businesses |
2.007 |
|
|
https://www.linkedin.com/company/verium-ag/ |
https://verium.ch/ |
Verium is an independent multi-family office located in Zurich and provides a full range of wealth management services to its clients. |
MF |
|
|
Verium AG |
Jonas |
Birk |
Investment Manager |
Direct: 41 442 696 099 |
41 442 695 041 |
jonas.birk@verium.ch |
info@verium.ch |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/jonas-birk-9b71334a/ |
Alternative Investment Instruments or Direct Equity Investments in Privately Held Businesses |
2.007 |
|
|
https://www.linkedin.com/company/verium-ag/ |
https://verium.ch/ |
Verium is an independent multi-family office located in Zurich and provides a full range of wealth management services to its clients. We are focusing on the aspects of integrated consulting that we consider to be vital for long-term asset preservation and growth. |
MF |
|
|
Verium AG |
Marc |
Erni |
Head of Private Equity |
Direct: 41 442 696 091 |
41 442 695 041 |
marc.erni@verium.ch |
info@verium.ch |
Utoquai 55 |
Zurich |
|
CH-8008 |
Switzerland |
Europe |
https://www.linkedin.com/in/marc-erni-8a335b27/ |
Alternative Investment Instruments or Direct Equity Investments in Privately Held Businesses |
2.007 |
|
|
https://www.linkedin.com/company/verium-ag/ |
https://verium.ch/ |
Verium is an independent multi-family office located in Zurich and provides a full range of wealth management services to its clients. |
MF |
|
| 675 |
Verna Investments |
Charles |
Nakouzi |
Vice President |
|
|
cnakouzi@vernavest.com |
|
245 Netherlands Tower, 7th Fl. Charles Malek Ave. |
Ashrafyeh Beirut |
|
|
Lebanon |
Asia |
https://www.linkedin.com/in/charles-nakouzi-cfa-44415417/ |
|
2.007 |
|
|
|
|
Verna Investments is a fully integrated Single Family Office out of the Group’s headquarters in Beirut. It is comprised of professionals that oversees capital deployed across both traditional and non-traditional asset classes including real assets, and is supported by a full set of tools including technology, operations and risk controls.
•Excellent communication, leadership, managerial and entrepreneurship skills.
•Briefs members of the Advisory Board and the Board of Members on proposed opportunities
•Identify potential strategic investment trends and opportunities.
•Takes a leadership role in decision making on investments in the Healthcare sector and bio medical equipment start ups and funds with the Family Office and its consultants.
•Provide financial expertise and oversight to support operations and resolve challenges including on site Due Diligence for funds, Hedge funds, private equity and new start ups.
•Excellent wealth, risk, cash flow and portfolio management knowledge.
•Proficient with different financial software, analytic tools and methods related to investments, cash flow and wealth management. |
SF |
|
| 676 |
Vicctus Multi Family Office |
Oscar |
Falero |
Managing Director |
|
|
oscar.falero@credicorpcapital.com |
|
Av. El Derby 055, Torre 3, Piso 7, Santiago de Surco |
Lima |
|
3333 |
Peru |
South America |
https://www.linkedin.com/in/oscar-falero-114aa255/ |
Bonds and Stocks, International Mutual Funds, Alternative Funds, Hedge Funds |
|
|
|
https://www.credicorpcapital.com/ |
https://www.linkedin.com/company/vicctus/ |
Vicctus is the Multi Family Office of the Credicorp Group, specialized in the comprehensive and continuous management of the global assets of families. With the expertise and dedication of a multidisciplinary team, we are committed to the life goals of families to preserve the legacy for future generations. |
MF |
|
|
Vicctus Multi Family Office |
Gian Pier |
Mussio |
VP of Investment Strategy |
|
|
gpmussio@gmail.com |
|
Av. El Derby 055, Torre 3, Piso 7, Santiago de Surco |
Lima |
|
3333 |
Peru |
South America |
https://www.linkedin.com/in/gian-pier-mussio-barchi-cfa-frm-57578139/ |
Bonds and Stocks, International Mutual Funds, Alternative Funds, Hedge Funds |
|
|
|
https://www.credicorpcapital.com/ |
https://www.linkedin.com/company/vicctus/ |
Vicctus is the Multi Family Office of the Credicorp Group, specialized in the comprehensive and continuous management of the global assets of families. With the expertise and dedication of a multidisciplinary team, we are committed to the life goals of families to preserve the legacy for future generations. |
MF |
|
| 677 |
Vidal-Consultoria |
Pedro Paulo |
Vidal |
Founder & President |
55 (11) 99213-9960 |
|
pedropaulovidal@terra.com.br |
|
Rua do Rocio, 52 Conj. 162, Vila Olímpia |
Sao Paulo |
SP |
04552-000 |
Brazil |
South America |
https://www.linkedin.com/in/pedro-paulo-vidal-21878513/ |
Alternative Investment Funds, Real Estate |
2.014 |
|
|
|
https://www.vidalconsultoria.com.br/ |
Vidal-Consultoria operates as a Multi-Family Office firm in Sao paulo, Brazil. |
MF |
|
| 678 |
Viewpoint Group |
Kari |
Lancaster |
Administrative Assistant |
(844) 393-8465 |
|
klancaster@viewpointgroup.ca |
info@viewpointgroup.ca |
400 3rd Avenue S.W., Suite 4301 |
Calgary |
AB |
T2P 4H2 |
Canada |
North America |
https://www.linkedin.com/in/kari-lancaster-8b4815b0/ |
Private Equity, Hedge Funds, Venture Capital, Healthcare, Energy |
1.998 |
|
|
https://www.linkedin.com/company/viewpointgroup/ |
https://viewpointinvestment.ca/ |
Viewpoint Group, a single-family office also based in Calgary, involved in the responsible stewardship of capital, transformational philanthropic initiatives, and research and thought leadership in advanced corporate governance and leadership practices. Originally created out the need to support the Van Wielingen family and their capital, the organization has evolved to consist of four primary areas: Viewpoint Family Office, Viewpoint Foundation, Viewpoint Research and Viewpoint Investment Partners. |
SF |
|
|
Viewpoint Group |
Mac |
Van Wielingen |
Founder & President |
(844) 393-8465 |
|
mvanwielingen@arcfinancial.com |
info@viewpointgroup.ca |
400 3rd Avenue S.W., Suite 4301 |
Calgary |
AB |
T2P 4H2 |
Canada |
North America |
|
Private Equity, Hedge Funds, Venture Capital, Healthcare, Energy |
1.998 |
|
|
https://www.linkedin.com/company/viewpointgroup/ |
https://viewpointinvestment.ca/ |
Viewpoint Group, a single-family office also based in Calgary, involved in the responsible stewardship of capital, transformational philanthropic initiatives, and research and thought leadership in advanced corporate governance and leadership practices. Originally created out the need to support the Van Wielingen family and their capital, the organization has evolved to consist of four primary areas: Viewpoint Family Office, Viewpoint Foundation, Viewpoint Research and Viewpoint Investment Partners. |
SF |
|
| 679 |
Vigran Investments |
Ross |
Vigran |
Managing Principal |
(513) 984-5597 |
|
ross@vigran.com |
|
7750 Montgomery Road, Suite 100 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/ross-vigran-bb907245/ |
Private Equity, Public Equity, Hedge Fund, Real Estate |
1.995 |
$6.3M |
|
|
http://www.vigran.com/ |
Vigran Investments is a single-family office located in Cincinnati and Indianapolis. We manage a diverse portfolio of private equity, public equity, hedge fund, and real estate investments. |
SF |
|
|
Vigran Investments |
Brad |
Vigran |
Managing Principal |
(513) 345-5255 |
|
brad@vigran.com |
|
7750 Montgomery Road, Suite 100 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/brad-vigran-108a3131/ |
Private Equity, Public Equity, Hedge Fund, Real Estate |
1.995 |
$6.3M |
|
|
http://www.vigran.com/ |
Vigran Investments is a single-family office located in Cincinnati and Indianapolis. We manage a diverse portfolio of private equity, public equity, hedge fund, and real estate investments. |
SF |
|
|
Vigran Investments |
Gary |
Vigran |
Managing Principal |
(317) 708-6009 |
|
gary@vigran.com |
|
7750 Montgomery Road, Suite 100 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/gary-vigran-a67440/ |
Private Equity, Public Equity, Hedge Fund, Real Estate |
1.995 |
$6.3M |
|
|
http://www.vigran.com/ |
Vigran Investments is a single-family office located in Cincinnati and Indianapolis. We manage a diverse portfolio of private equity, public equity, hedge fund, and real estate investments. |
SF |
|
|
Vigran Investments |
Rick |
Vigran |
Managing Principal |
(513) 608-1045 |
|
rick@vigran.com |
|
7750 Montgomery Road, Suite 100 |
Cincinnati |
OH |
45236 |
United States of America |
North America |
https://www.linkedin.com/in/rick-vigran-028b562/ |
Private Equity, Public Equity, Hedge Fund, Real Estate |
1.995 |
$6.3M |
|
|
http://www.vigran.com/ |
Vigran Investments is a single-family office located in Cincinnati and Indianapolis. We manage a diverse portfolio of private equity, public equity, hedge fund, and real estate investments. |
SF |
|
| 680 |
Vinart Corp Capital Management |
Miriam |
Gonzalez-Lujan |
Founder & President |
Direct: (212) 586-0145, Mobile: (917) 653-9348 |
|
miriam_lujan@yahoo.com |
|
60 West 57th St., Suite 17M |
New York |
NY |
10019 |
United States of America |
North America |
https://www.linkedin.com/in/miriam-gonzalez-lujan-mba-finance-ma-economics-05b637/ |
Private & Public Equities within Real Estate, Infrastructure, Oil & Gas, Commodities, TMT, & Biotech Sectors Worldwide |
2.006 |
|
|
|
|
VINART CORP is a Single Family Office Investment Firm with focus on public & private equity investments in mid-sized companies globally. We invest in the Real State, Commodities, TMT, Infrastructure & Clean Energy. VINART CORP invests its own capital & has access to capital from Banks, Hedge Funds, Insurance Co., Money Managers & Private Equity groups in the US, Europe & China & Latin America. |
SF |
|
| 681 |
Vita Investments |
Ricardo |
Guimaraes Filho |
Founder |
55 (11) 3042-1482 |
|
ricardo.guimaraes@vitainvestimentos |
contato@vitainvestimentos.com |
Av. Horácio Lafer, 160 - Itaim Bibi |
Sao Paulo |
SP |
04538-080 |
Brazil |
South America |
https://www.linkedin.com/in/ricardo-guimaraes-filho-cfp®-51360a84/ |
Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Long Only Equity, Long Bias Equity, Future Markets, Capital Markets, Variable Income |
2.016 |
|
|
https://www.linkedin.com/company/vitainvestimentos/ |
https://vitainvestimentos.com/ |
Vita Investments is a multi-family office with headquarters in Brazil and United States, focused on investment advisory and financial planning.
The Vita Investments team has more than 20 years of market experience in the largest banks of the world, working with the main asset managers in Latin America and others in emerging markets.
Maintaining investments in volatile times is a smart way to go when we have LONG TERM financial goals. If we look at the historical profile of successful portfolios, one of the main characteristics common to all of them is the strategy of keeping good assets – and low turnover – in the portfolio, even in moments of extreme turbulence. |
MF |
|
|
Vita Investments |
Karina |
Santos |
Financial Assistant |
55 (11) 3042-1482 |
|
karina.santos@vitainvestimentos.com |
contato@vitainvestimentos.com |
Av. Horácio Lafer, 160 - Itaim Bibi |
Sao Paulo |
SP |
04538-080 |
Brazil |
South America |
https://www.linkedin.com/in/karina-santos-67743786/ |
Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Long Only Equity, Long Bias Equity, Future Markets, Capital Markets, Variable Income |
2.016 |
|
|
https://www.linkedin.com/company/vitainvestimentos/ |
https://vitainvestimentos.com/ |
Vita Investments is a multi-family office with headquarters in Brazil and United States, focused on investment advisory and financial planning.
The Vita Investments team has more than 20 years of market experience in the largest banks of the world, working with the main asset managers in Latin America and others in emerging markets.
Maintaining investments in volatile times is a smart way to go when we have LONG TERM financial goals. If we look at the historical profile of successful portfolios, one of the main characteristics common to all of them is the strategy of keeping good assets – and low turnover – in the portfolio, even in moments of extreme turbulence. |
MF |
|
|
Vita Investments |
Arthur |
Mello |
Partner |
55 (11) 3042-1482 |
|
arthur@vitainvestimentos.com |
contato@vitainvestimentos.com |
Av. Horácio Lafer, 160 - Itaim Bibi |
Sao Paulo |
SP |
04538-080 |
Brazil |
South America |
https://www.linkedin.com/in/arthur-mello-064278/ |
Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Long Only Equity, Long Bias Equity, Future Markets, Capital Markets, Variable Income |
2.016 |
|
|
https://www.linkedin.com/company/vitainvestimentos/ |
https://vitainvestimentos.com/ |
Vita Investments is a multi-family office with headquarters in Brazil and United States, focused on investment advisory and financial planning.
The Vita Investments team has more than 20 years of market experience in the largest banks of the world, working with the main asset managers in Latin America and others in emerging markets.
Maintaining investments in volatile times is a smart way to go when we have LONG TERM financial goals. If we look at the historical profile of successful portfolios, one of the main characteristics common to all of them is the strategy of keeping good assets – and low turnover – in the portfolio, even in moments of extreme turbulence. |
MF |
|
|
Vita Investments |
Aimée |
Ibrahim |
Wealth Management Analyst |
55 (11) 3042-1482 |
|
aimee@vitainvestimentos.com |
contato@vitainvestimentos.com |
Av. Horácio Lafer, 160 - Itaim Bibi |
Sao Paulo |
SP |
04538-080 |
Brazil |
South America |
https://www.linkedin.com/in/aimeehanie/ |
Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Long Only Equity, Long Bias Equity, Future Markets, Capital Markets, Variable Income |
2.016 |
|
|
https://www.linkedin.com/company/vitainvestimentos/ |
https://vitainvestimentos.com/ |
Vita Investments is a multi-family office with headquarters in Brazil and United States, focused on investment advisory and financial planning.
The Vita Investments team has more than 20 years of market experience in the largest banks of the world, working with the main asset managers in Latin America and others in emerging markets.
Maintaining investments in volatile times is a smart way to go when we have LONG TERM financial goals. If we look at the historical profile of successful portfolios, one of the main characteristics common to all of them is the strategy of keeping good assets – and low turnover – in the portfolio, even in moments of extreme turbulence. |
MF |
|
|
Vita Investments |
Tharcisio |
Araujo Dias de Souza Santos |
Partner & Co-Head U.S. Operations |
55 (11) 3042-1482 |
|
tharcisio@vitainvestimentos.com |
contato@vitainvestimentos.com |
Av. Horácio Lafer, 160 - Itaim Bibi |
Sao Paulo |
SP |
04538-080 |
Brazil |
South America |
https://www.linkedin.com/in/tharcisio-araujo-dias-de-souza-santos-60544284/ |
Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Long Only Equity, Long Bias Equity, Future Markets, Capital Markets, Variable Income |
2.016 |
|
|
https://www.linkedin.com/company/vitainvestimentos/ |
https://vitainvestimentos.com/ |
Vita Investments is a multi-family office with headquarters in Brazil and United States, focused on investment advisory and financial planning.
The Vita Investments team has more than 20 years of market experience in the largest banks of the world, working with the main asset managers in Latin America and others in emerging markets.
Maintaining investments in volatile times is a smart way to go when we have LONG TERM financial goals. If we look at the historical profile of successful portfolios, one of the main characteristics common to all of them is the strategy of keeping good assets – and low turnover – in the portfolio, even in moments of extreme turbulence. |
MF |
|
|
Vita Investments |
Claudia |
Salles |
USA CEO |
55 (11) 3042-1482 |
|
claudia@vitainvestimentos.com |
contato@vitainvestimentos.com |
Av. Horácio Lafer, 160 - Itaim Bibi |
Sao Paulo |
SP |
04538-080 |
Brazil |
South America |
https://www.linkedin.com/in/claudia-salles-b24ba4a/ |
Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Long Only Equity, Long Bias Equity, Future Markets, Capital Markets, Variable Income |
2.016 |
|
|
https://www.linkedin.com/company/vitainvestimentos/ |
https://vitainvestimentos.com/ |
Vita Investments is a multi-family office with headquarters in Brazil and United States, focused on investment advisory and financial planning.
The Vita Investments team has more than 20 years of market experience in the largest banks of the world, working with the main asset managers in Latin America and others in emerging markets.
Maintaining investments in volatile times is a smart way to go when we have LONG TERM financial goals. If we look at the historical profile of successful portfolios, one of the main characteristics common to all of them is the strategy of keeping good assets – and low turnover – in the portfolio, even in moments of extreme turbulence. |
MF |
|
|
Vita Investments |
Karina |
Santos |
Financial Assistant |
55 (11) 3042-1482 |
|
karina.santos@vitainvestimentos.com |
contato@vitainvestimentos.com |
Av. Horácio Lafer, 160 - Itaim Bibi |
Sao Paulo |
SP |
04538-080 |
Brazil |
South America |
https://www.linkedin.com/in/karina-santos-67743786/ |
Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Long Only Equity, Long Bias Equity, Future Markets, Capital Markets, Variable Income |
2.016 |
|
karina@vitainvestimentos.com |
https://www.linkedin.com/company/vitainvestimentos/ |
https://vitainvestimentos.com/ |
Vita Investments is a multi-family office with headquarters in Brazil and United States, focused on investment advisory and financial planning.
The Vita Investments team has more than 20 years of market experience in the largest banks of the world, working with the main asset managers in Latin America and others in emerging markets.
Maintaining investments in volatile times is a smart way to go when we have LONG TERM financial goals. If we look at the historical profile of successful portfolios, one of the main characteristics common to all of them is the strategy of keeping good assets – and low turnover – in the portfolio, even in moments of extreme turbulence. |
MF |
|
| 682 |
Vivium Holding |
Elie |
Khouri |
Chief Executive Officer |
971 4 3288 953 |
|
elie.khouri@omnicommediagroup.com |
info@viviumholding.com |
312 Al Mustaqbal St - Trade Centre - DIFC , ICD Brookfield Place |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/eliekhouri/ |
Luxury Residential and Hospitality, Hotel, Luxury Residential Real Estate, Technology, Art & Design |
2.017 |
|
|
https://omnicommediagroup.com/ |
https://viviumholding.com/ |
Established by Elie Khouri in 2017, Vivium Holding is a progressive single family office focusing on alternative investing as a source of purposeful value creation.
Our global connections and diverse interests allow us to spot potential across a wide spectrum of traditional and alternative investments such as real estate, technology, and art & design.
We only embrace opportunities that dare to be different and constantly challenge the status quo. |
SF |
|
|
Vivium Holding |
Omar |
Salameh |
Managing Director |
971 4 3288 953 |
|
omar.salameh@viviumholding.com |
info@viviumholding.com |
312 Al Mustaqbal St - Trade Centre - DIFC , ICD Brookfield Place |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/omar-salameh-cfa-64485719/ |
Luxury Residential and Hospitality, Hotel, Luxury Residential Real Estate, Technology, Art & Design |
2.017 |
|
|
https://www.linkedin.com/company/vivium-holding/ |
https://viviumholding.com/ |
Established by Elie Khouri in 2017, Vivium Holding is a progressive single family office focusing on alternative investing as a source of purposeful value creation.
Our global connections and diverse interests allow us to spot potential across a wide spectrum of traditional and alternative investments such as real estate, technology, and art & design.
We only embrace opportunities that dare to be different and constantly challenge the status quo. |
SF |
|
| 683 |
Voyager Management, LLC |
Christopher |
Knight |
Managing Principal |
(424)652-7070 |
|
cknight@voyagermgt.com |
investorrelations@voyagermgt.com |
11111 Santa Monica Boulevard, Suite 1800 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
|
|
|
$410M |
|
|
http://www.voyagermgt.com/ |
Voyager was founded in 1997 in Santa Monica, California to provide individuals and institutions with the opportunity to invest in a diverse group of multi-manager partnerships comprised of carefully selected hedge funds. Voyager's focus on long/short investing has demonstrated that the performance on an absolute basis can be successful, regardless of the direction of the economy. Relative to the markets, the performance of Voyager's investments has shown that they have limited correlation to the indices.
Clients and investors include; private investment funds, institutional investors, private pension funds, foundations, and high-net-worth individuals. At Voyager, we invest in a conservative manner where preservation of capital is of utmost importance. The principals use both quantitative and qualitative analysis to seek to achieve superior performance. |
Fund-of-Fund |
|
|
Voyager Management, LLC |
Lyle |
Poncher |
Managing Principal |
(424)652-7070 |
|
lyle@voyagermgt.com |
investorrelations@voyagermgt.com |
11111 Santa Monica Boulevard, Suite 1800 |
Los Angeles |
CA |
90025 |
United States of America |
North America |
https://www.linkedin.com/in/lyle-poncher-b5305b1/ |
|
|
$410M |
|
|
http://www.voyagermgt.com/ |
Voyager was founded in 1997 in Santa Monica, California to provide individuals and institutions with the opportunity to invest in a diverse group of multi-manager partnerships comprised of carefully selected hedge funds. Voyager's focus on long/short investing has demonstrated that the performance on an absolute basis can be successful, regardless of the direction of the economy. Relative to the markets, the performance of Voyager's investments has shown that they have limited correlation to the indices.
Clients and investors include; private investment funds, institutional investors, private pension funds, foundations, and high-net-worth individuals. At Voyager, we invest in a conservative manner where preservation of capital is of utmost importance. The principals use both quantitative and qualitative analysis to seek to achieve superior performance. |
Fund-of-Fund |
|
| 684 |
Wafra Investment Advisory Group, Inc. |
Fawaz |
Al-Mubaraki |
Chairman, CEO & President |
(212) 759-3700 |
(212) 813-9488 |
f.al-mubaraki@wafra.com |
info@wafra.com |
345 Park Avenue, 41st Floor |
New York |
NY |
10154-0101 |
United States of America |
North America |
https://www.linkedin.com/in/fawaz-al-mubaraki-45a58410/ |
|
|
$7.5B |
|
|
http://www.wafra.com/ |
The Alternative Investments Division manages investments in hedge funds, distressed opportunities and funds, asset manager equity (including seeding and buyout strategies) and in other stand alone alternative investment opportunities regardless of asset class.
Originally founded to manage funds in the United States for financial institutions of Kuwait and other Gulf states, it has broadened its mission and now serves over 30 institutional and private clients from around the world. |
Fund-of-Fund |
|
|
Wafra Investment Advisory Group, Inc. |
Vincent |
Campagna |
Director, Chief Operating & Compliance Officer |
(212) 759-3700 |
(212) 813-9488 |
v.campagna@wafra.com |
info@wafra.com |
345 Park Avenue, 41st Floor |
New York |
NY |
10154-0101 |
United States of America |
North America |
|
|
|
$7.5B |
|
|
http://www.wafra.com/ |
The Alternative Investments Division manages investments in hedge funds, distressed opportunities and funds, asset manager equity (including seeding and buyout strategies) and in other stand alone alternative investment opportunities regardless of asset class.
Originally founded to manage funds in the United States for financial institutions of Kuwait and other Gulf states, it has broadened its mission and now serves over 30 institutional and private clients from around the world. |
Fund-of-Fund |
|
| 685 |
Wah Hin & Company Pte Ltd |
Arthur |
Tan |
Chief Financial Officer |
65 6645 9242 |
65 6536 1511 |
arthur.tmt@gmail.com |
|
One Raffles Place, #51-00 |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/arthur-tan-9b1a3319/ |
Private Equity, Special Situations, Venture Capital, Hedge Funds, Fixed Income Credit, Real Estate |
1.929 |
|
|
https://www.linkedin.com/company/wah-hin/ |
https://www.wah-hin.com/ |
WH is the Lien Family Office, an investment company founded in 1929 by the late Dr Lien Ying Chow, an eminent business leader, banker and hotelier, community leader, diplomat and philanthropist. WH is partially owned by the Lien Foundation, the Lien Family’s philanthropic arm. WH is a substantial shareholder of United Overseas Bank, and is a long term global asset collector, with investments in public and private equity, special situations, venture capital, hedge funds and fixed income credit. WH actively develops its people, and regularly deepens its capabilities with new talent to support its long term investment mandate. |
SF |
|
|
Wah Hin & Company Pte Ltd |
Kenny |
Chua |
Vice President |
65 9436 8636 |
65 6536 1511 |
kennychua86@gmail.com |
|
One Raffles Place, #51-00 |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/kennychua86/ |
Private Equity, Special Situations, Venture Capital, Hedge Funds, Fixed Income Credit, Real Estate |
1.929 |
|
|
https://www.linkedin.com/company/wah-hin/ |
https://www.wah-hin.com/ |
WH is the Lien Family Office, an investment company founded in 1929 by the late Dr Lien Ying Chow, an eminent business leader, banker and hotelier, community leader, diplomat and philanthropist. WH is partially owned by the Lien Foundation, the Lien Family’s philanthropic arm. WH is a substantial shareholder of United Overseas Bank, and is a long term global asset collector, with investments in public and private equity, special situations, venture capital, hedge funds and fixed income credit. WH actively develops its people, and regularly deepens its capabilities with new talent to support its long term investment mandate. |
SF |
|
| 686 |
Walbert Capital Management, LLC |
William |
Walbert |
Owner |
(203) 972-9215 |
(203) 972-9312 |
bwalbert@walbertcapital.com |
|
112 Main Street |
New Canaan |
CT |
06840 |
United States of America |
North America |
https://www.linkedin.com/in/bill-walbert-02b58b1/ |
|
|
$13M |
|
|
http://www.walbertcapital.com/ |
Walbert Capital Management provides investment advisory services to Walbert Fund of Funds I, LP and Walbert Diversified Strategy Fund, LP. Both funds invest primarily in other hedge funds. Such an investment vehicle is typically referred to as a "fund of funds". |
Fund-of-Fund |
|
| 687 |
Warburton Group Pty Ltd |
Darren |
Weaver |
Chief Executive Officer |
61 8 9286 0800 |
|
darren.weaver@wgpl.biz |
|
P.O. Box 466 |
Cottesloe |
WA |
6911 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/darren-weaver-648a9820/ |
Property, Mining & Resources, Infrastructure, Aviation, Aquaculture, Agriculture, Marine, Tech, Technology, Equities, Hedge Funds, Private Equity |
2.004 |
|
|
|
https://www.warburtongroup.com/ |
Warburton Group is a private family office founded by Tim Roberts whose heritage evolved from the Family’s foundations of construction, development and property investment. Our investment mandate is global and diverse, across the full spectrum of asset classes including property, mining & resources, infrastructure, aviation, aquaculture, agriculture, marine, tech, equities, hedge funds and private equity. |
SF |
|
|
Warburton Group Pty Ltd |
Darren |
Weaver |
Chief Executive Officer |
61 8 9286 0800 |
|
darren.weaver@wgpl.biz |
|
P.O. Box 466 |
Cottesloe |
WA |
6911 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/darren-weaver-648a9820/ |
Property, Mining & Resources, Infrastructure, Aviation, Aquaculture, Agriculture, Marine, Tech, Technology, Equities, Hedge Funds, Private Equity |
2.004 |
|
|
|
https://www.warburtongroup.com/ |
Warburton Group is a private family office founded by Tim Roberts whose heritage evolved from the Family’s foundations of construction, development and property investment. Our investment mandate is global and diverse, across the full spectrum of asset classes including property, mining & resources, infrastructure, aviation, aquaculture, agriculture, marine, tech, equities, hedge funds and private equity. |
SF |
|
| 688 |
Warren Private |
Niall |
Tuite |
Principal |
353 1 663 1600 |
|
niall.tuite@warren.ie |
info@warren.ie |
39 Northumberland Road, Ballsbridge |
Dublin |
|
D04 H1F3 |
Ireland |
Europe |
https://www.linkedin.com/in/niall-tuite-8a44201b/ |
Residential Real Estate, Commercial Real Estate |
2.001 |
€3B |
|
https://www.linkedin.com/company/warren-private/ |
https://warren.ie/ |
Warren Private was established in 2001 as a boutique real estate investment firm, and since inception has acquired €2.5 billion in property across 36 transactions. We currently own and manage over 20 properties, which have an annual rent roll in excess of €100 million. Our assets under management include shopping centres, high street retail, retail parks, multi-let offices, hotels and private hospitals situated in prime locations in the US, UK, Europe and Ireland.
Our core business is the sourcing, acquisition, asset management and disposal of prime commercial real estate on behalf of our clients. We have drawn down loans totalling €1.9 billion from a variety of lenders in different jurisdictions. In addition, we have raised over €600 million of equity primarily from private clients in Ireland. We also deal, at investor level, with institutional investors, private equity and hedge funds. When acquiring properties abroad, we have formed joint venture relationships with established local property companies in order to benefit from their local knowledge and expertise. |
PERE |
|
|
Warren Private |
David |
Kelleher |
Principal |
353 1 663 1600 |
|
david.kelleher@warren.ie |
info@warren.ie |
39 Northumberland Road, Ballsbridge |
Dublin |
|
D04 H1F3 |
Ireland |
Europe |
https://www.linkedin.com/in/david-kelleher-037b2812/ |
Residential Real Estate, Commercial Real Estate |
2.001 |
€3B |
|
https://www.linkedin.com/company/warren-private/ |
https://warren.ie/ |
Warren Private was established in 2001 as a boutique real estate investment firm, and since inception has acquired €2.5 billion in property across 36 transactions. We currently own and manage over 20 properties, which have an annual rent roll in excess of €100 million. Our assets under management include shopping centres, high street retail, retail parks, multi-let offices, hotels and private hospitals situated in prime locations in the US, UK, Europe and Ireland.
Our core business is the sourcing, acquisition, asset management and disposal of prime commercial real estate on behalf of our clients. We have drawn down loans totalling €1.9 billion from a variety of lenders in different jurisdictions. In addition, we have raised over €600 million of equity primarily from private clients in Ireland. We also deal, at investor level, with institutional investors, private equity and hedge funds. When acquiring properties abroad, we have formed joint venture relationships with established local property companies in order to benefit from their local knowledge and expertise. |
PERE |
|
|
Warren Private |
Mark |
O'Brien |
Principal |
353 1 663 1600 |
|
mark.obrien@warren.ie |
info@warren.ie |
39 Northumberland Road, Ballsbridge |
Dublin |
|
D04 H1F3 |
Ireland |
Europe |
https://www.linkedin.com/in/markdobrien/ |
Residential Real Estate, Commercial Real Estate |
2.001 |
€3B |
|
https://www.linkedin.com/company/warren-private/ |
https://warren.ie/ |
Warren Private was established in 2001 as a boutique real estate investment firm, and since inception has acquired €2.5 billion in property across 36 transactions. We currently own and manage over 20 properties, which have an annual rent roll in excess of €100 million. Our assets under management include shopping centres, high street retail, retail parks, multi-let offices, hotels and private hospitals situated in prime locations in the US, UK, Europe and Ireland.
Our core business is the sourcing, acquisition, asset management and disposal of prime commercial real estate on behalf of our clients. We have drawn down loans totalling €1.9 billion from a variety of lenders in different jurisdictions. In addition, we have raised over €600 million of equity primarily from private clients in Ireland. We also deal, at investor level, with institutional investors, private equity and hedge funds. When acquiring properties abroad, we have formed joint venture relationships with established local property companies in order to benefit from their local knowledge and expertise. |
PERE |
|
|
Warren Private |
Alan |
Horgan |
Principal |
353 1 663 1600 |
|
alan.horgan@warren.ie |
info@warren.ie |
39 Northumberland Road, Ballsbridge |
Dublin |
|
D04 H1F3 |
Ireland |
Europe |
https://www.linkedin.com/in/alan-horgan-116b0110/ |
Residential Real Estate, Commercial Real Estate |
2.001 |
€3B |
|
https://www.linkedin.com/company/warren-private/ |
https://warren.ie/ |
Warren Private was established in 2001 as a boutique real estate investment firm, and since inception has acquired €2.5 billion in property across 36 transactions. We currently own and manage over 20 properties, which have an annual rent roll in excess of €100 million. Our assets under management include shopping centres, high street retail, retail parks, multi-let offices, hotels and private hospitals situated in prime locations in the US, UK, Europe and Ireland.
Our core business is the sourcing, acquisition, asset management and disposal of prime commercial real estate on behalf of our clients. We have drawn down loans totalling €1.9 billion from a variety of lenders in different jurisdictions. In addition, we have raised over €600 million of equity primarily from private clients in Ireland. We also deal, at investor level, with institutional investors, private equity and hedge funds. When acquiring properties abroad, we have formed joint venture relationships with established local property companies in order to benefit from their local knowledge and expertise. |
PERE |
|
|
Warren Private |
Claire |
Bird |
Investor Relations Manager |
353 1 663 1600 |
|
claire.bird@warren.ie |
info@warren.ie |
39 Northumberland Road, Ballsbridge |
Dublin |
|
D04 H1F3 |
Ireland |
Europe |
https://www.linkedin.com/in/claire-bird-b7b211207/ |
Residential Real Estate, Commercial Real Estate |
2.001 |
€3B |
|
https://www.linkedin.com/company/warren-private/ |
https://warren.ie/ |
Warren Private was established in 2001 as a boutique real estate investment firm, and since inception has acquired €2.5 billion in property across 36 transactions. We currently own and manage over 20 properties, which have an annual rent roll in excess of €100 million. Our assets under management include shopping centres, high street retail, retail parks, multi-let offices, hotels and private hospitals situated in prime locations in the US, UK, Europe and Ireland.
Our core business is the sourcing, acquisition, asset management and disposal of prime commercial real estate on behalf of our clients. We have drawn down loans totalling €1.9 billion from a variety of lenders in different jurisdictions. In addition, we have raised over €600 million of equity primarily from private clients in Ireland. We also deal, at investor level, with institutional investors, private equity and hedge funds. When acquiring properties abroad, we have formed joint venture relationships with established local property companies in order to benefit from their local knowledge and expertise. |
PERE |
|
| 689 |
Willett Advisors LLC |
Brad |
Briner |
Director of Real Assets |
(212) 205-0100 |
|
bbriner@willettadvisors.com |
info@willettadvisors.com |
25 East 78th Street |
New York |
NY |
10075 |
United States of America |
North America |
https://www.linkedin.com/in/brad-briner-7034b2/ |
Hedge Funds, Alternative Investments, Public Equity Markets, Real Assets focusing on Oil and Natural Gas |
2.010 |
$2.5B |
|
|
https://www.willettadvisors.com/ |
Willett Advisors, Michael Bloomberg's single-family office. Willett Advisors LLC manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. The firm has its headquarters in New York. |
SF |
|
|
Willett Advisors LLC |
Steven |
Rattner |
Advisor & Chairman |
(212) 205-0100 |
|
srattner@willettadvisors.com |
info@willettadvisors.com |
25 East 78th Street |
New York |
NY |
10075 |
United States of America |
North America |
https://www.linkedin.com/in/srattner/ |
Hedge Funds, Alternative Investments, Public Equity Markets, Real Assets focusing on Oil and Natural Gas |
2.010 |
$2.5B |
|
|
https://www.willettadvisors.com/ |
Willett Advisors, Michael Bloomberg's single-family office. Willett Advisors LLC manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. The firm has its headquarters in New York. |
SF |
|
| 690 |
William Harris Investors, Inc. |
Jack |
Polsky |
President & CEO |
(312) 621-0650 |
(312) 621-0590 |
info@williamharrisinvestors.com |
info@williamharrisinvestors.com |
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jack-polsky-3699303a/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.976 |
|
|
|
https://www.whi.com/ |
William Harris Investors is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family. WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. WHI strives to maintain the high levels of integrity, loyalty, and excellence that Irving B. Harris expected when he began the company nearly a half a century ago, and which enabled our founder to leave behind a strong legacy of fairness, intelligence, and service for the benefit of others. |
WM |
|
|
William Harris Investors, Inc. |
Charles |
Polsky |
Portfolio Manager |
(312) 621-0650 |
(312) 621-0590 |
info@williamharrisinvestors.com |
info@williamharrisinvestors.com |
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/charles-polsky-md-5286453/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.976 |
|
|
|
https://www.whi.com/ |
William Harris Investors is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family. WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. WHI strives to maintain the high levels of integrity, loyalty, and excellence that Irving B. Harris expected when he began the company nearly a half a century ago, and which enabled our founder to leave behind a strong legacy of fairness, intelligence, and service for the benefit of others. |
WM |
|
|
William Harris Investors, Inc. |
Lauren |
Kelly |
Alternatives Analyst |
(312) 621-0650 |
(312) 621-0590 |
info@williamharrisinvestors.com |
info@williamharrisinvestors.com |
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-kelly-4940ab5/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.976 |
|
|
|
https://www.whi.com/ |
William Harris Investors is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family. WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. WHI strives to maintain the high levels of integrity, loyalty, and excellence that Irving B. Harris expected when he began the company nearly a half a century ago, and which enabled our founder to leave behind a strong legacy of fairness, intelligence, and service for the benefit of others. |
WM |
|
|
William Harris Investors, Inc. |
Marc |
Bassewitz |
Vice President & General Counsel |
(312) 621-0590 |
|
mbassewitz@whi.com |
|
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/marcbassewitz/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.975 |
|
|
|
https://www.whi.com/ |
WHI is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family.
WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. |
SF |
|
| 691 |
WLD Enterprises, Inc. |
Jennifer |
Magaña |
Director - Private Markets |
(954) 713-0841 |
|
jmagana@wldent.com |
|
401 E. Las Olas Blvd., Suite 2200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-magaña/ |
Private Equity, Venture Capital, Private Credit, Real Estate, Alternative Investments |
|
|
|
https://southoceancapital.com/ |
|
WLD Enterprises, a Miami-based Single Family Office firm. |
SF |
SouthOcean Capital Partners:
401 E. Las Olas Blvd., Suite 2220
Fort Lauderdale, FL 33301 |
|
WLD Enterprises, Inc. |
Michelle |
Donaghue |
Chief Operating Officer & CFO |
(954) 331-0109 |
|
mdonaghue@wldent.com |
|
401 E. Las Olas Blvd., Suite 2200 |
Fort Lauderdale |
FL |
33301 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-donaghue-899a024/ |
Private Equity, Venture Capital, Private Credit, Real Estate, Alternative Investments |
|
|
|
https://southoceancapital.com/ |
|
WLD Enterprises, a Miami-based Single Family Office firm. |
SF |
SouthOcean Capital Partners:
401 E. Las Olas Blvd., Suite 2220
Fort Lauderdale, FL 33301 |
| 692 |
Woo Hon Fai Group |
Darrin |
Woo |
Director |
852 2897 1170 |
852 2897 1170 |
darrin.woo@whfgroup.com |
info@whfgroup.com |
Unit 1403, Fortis Tower, 77 Gloucester Road |
Wan Chai |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/darrin-woo-2a729188/ |
Hedge Funds, Private Equity, Venture Capital |
1.985 |
$550M |
|
|
https://www.whfgroup.com/ |
Woo Hon Fai Group is a single family office founded in 1985. Today, we manage capital on behalf of 30 family members across 4 generations. Our investments include direct investments, hedge funds, private equity and venture capital. |
SF |
|
| 693 |
Woods Family Office |
Darrin |
Woo |
Managing Director |
|
|
darrin.woo@whfgroup.com |
inbound@woodsfamilyoffice.com |
Poast Oak Central |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/darrin-woo/ |
Hedge Funds, Private Equity, Venture Capital, Real Estate |
1.963 |
$5B |
|
https://www.whfgroup.com/ |
http://woodsfamilyoffice.com/ |
The Woods Family Office is a private company that manages the investments and wealth of the The Woods Family of Houston, Texas. The Woods Family does not manage outside capital and does not accept non-family member clients. |
SF |
Energent, L.P:
Cedar Springs Road, Suite 1050
Dallas, Texas 75201
USA |
|
Woods Family Office |
Matthew |
Brown |
Member of the Advisory Board |
|
|
matthew.brown@nrgnt.com |
inbound@woodsfamilyoffice.com |
Poast Oak Central |
Houston |
TX |
77056 |
United States of America |
North America |
https://www.linkedin.com/in/mbrownnyc/ |
Hedge Funds, Private Equity, Venture Capital, Real Estate |
1.963 |
$5B |
|
https://www.whfgroup.com/ |
http://woodsfamilyoffice.com/ |
The Woods Family Office is a private company that manages the investments and wealth of the The Woods Family of Houston, Texas. The Woods Family does not manage outside capital and does not accept non-family member clients. |
SF |
Energent, L.P:
Cedar Springs Road, Suite 1050
Dallas, Texas 75201
USA |
| 694 |
Wright Family Office, Inc. |
Dan |
Wright |
Chief Executive Officer |
(214) 987-8220 |
|
wdw@wfoffice.com |
|
5910 N Central Expy # 1560 |
Dallas |
TX |
75206 |
United States of America |
North America |
https://www.linkedin.com/in/w-dan-wright-74653226/ |
Liquid Securities, Direct Private Equity, Venture Capital, Real Estate and other Illiquid Investments |
1.999 |
|
|
http://wfoffice.com/ |
|
The Wright Family Office is a single-family office firm for the Wright family. Among other things, we manage a diversified portfolio that has a significant emphasis on alternative investments. While not totally averse to blind-pool funds, we prefer direct investments. |
SF |
|
|
Wright Family Office, Inc. |
Alan |
Pierce |
Chief Investment Officer |
(214) 987-8220 |
|
alan.pierce@wfoffice.com |
|
5910 N Central Expy # 1560 |
Dallas |
TX |
75206 |
United States of America |
North America |
https://www.linkedin.com/in/alan-pierce-9a12947/ |
Liquid Securities, Direct Private Equity, Venture Capital, Real Estate and other Illiquid Investments |
1.999 |
|
|
http://wfoffice.com/ |
|
The Wright Family Office is a single-family office firm for the Wright family. Among other things, we manage a diversified portfolio that has a significant emphasis on alternative investments. While not totally averse to blind-pool funds, we prefer direct investments. |
SF |
|
| 695 |
Yarok Capital Multi Family Office |
David |
Phitoussi |
Co-Founder & Partner |
972 547 218 297 |
|
davidphitoussi@gmail.com |
|
15 Abba Eban , 2nd Floor, Herzilya Pituach |
Herzilya Pituach |
|
46722 |
Israel |
Asia |
https://www.linkedin.com/in/david-phitoussi-4a640618/ |
Hedge Funds, Alternative Investments |
2.018 |
|
|
https://www.linkedin.com/company/yarok-capital/ |
http://www.yarok-capital.com/ |
We know how to grasp the best investment opportunities for ourselves. But is that enough to promote our expertise? We think not. That’s how the idea of Yarok Capital was born.
We want to meet your expectations and to make your investments succeed. That’s why we have created a strong, responsive body, made up of a top class strategic committee and a panel of experts, in addition to its founders. |
MF |
|
|
Yarok Capital Multi Family Office |
Franck |
Souffir |
Co-Founder & Partner |
33 616 048 424, 972 547 218 297 |
|
franck.souffir@yarok-capital.com |
|
15 Abba Eban , 2nd Floor, Herzilya Pituach |
Herzilya Pituach |
|
46722 |
Israel |
Asia |
https://www.linkedin.com/in/franck-souffir-12983a47/ |
Hedge Funds, Alternative Investments |
2.018 |
|
|
https://www.linkedin.com/company/yarok-capital/ |
http://www.yarok-capital.com/ |
We know how to grasp the best investment opportunities for ourselves. But is that enough to promote our expertise? We think not. That’s how the idea of Yarok Capital was born.
We want to meet your expectations and to make your investments succeed. That’s why we have created a strong, responsive body, made up of a top class strategic committee and a panel of experts, in addition to its founders. |
MF |
|
| 696 |
Yukon Wealth Management, Inc. |
John |
Hanahan |
President & Founder |
(913) 681-9200 |
(913) 956-6534 |
jhanahan@yukoncm.com |
|
15050 Antioch Rd., Suite 101 |
Overland Park |
KS |
66221 |
United States of America |
North America |
https://www.linkedin.com/in/john-hanahan-mba-aif®-2814247/ |
Fixed Income Strategies, Alternative Investments, Hedge Funds, Private Equity, Equity Funds |
1.994 |
|
|
|
https://yukoncm.com/ |
Yukon Wealth Management is a Wealth Management/Multi-Family Office that works with Hi Net Worth Families. We work with Hi Net Worth Families to develop customized, comprehensive financial plans through a process in which we Organize data, Analyze client information and Prepare a tactical plan based on specific client objectives. |
MF |
|
| 697 |
Zeist Company, LLC |
Betsy |
Lane |
Executive Assistant to CFO |
(404) 368-2155 |
(404) 949-3161 |
blane@zfo.net |
|
3715 Northside Parkway NW, Building 300, Suite 195-B |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/betsylane1/ |
Private Equity, Real Estate, Funds, Alternative Investments |
|
|
|
https://www.zeistfoundation.org/ |
|
The Zeist Company is a single family office that provides financial services and support to a private foundation, multiple generations of high net worth individuals, trusts, charitable relationships, multiple LLC's and affiliated entities. Originated and developed this position. |
SF |
|
|
Zeist Company, LLC |
Nancy |
Robitaille |
President |
(404) 949-3176 |
(404) 949-3161 |
nrobitaille@zfo.net |
|
3715 Northside Parkway NW, Building 300, Suite 195-B |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/nancy-b-robitaille-1014921b/ |
Private Equity, Real Estate, Funds, Alternative Investments |
|
|
|
https://www.zeistfoundation.org/ |
|
The Zeist Company is a single family office that provides financial services and support to a private foundation, multiple generations of high net worth individuals, trusts, charitable relationships, multiple LLC's and affiliated entities. Originated and developed this position. |
SF |
|
|
Zeist Company, LLC |
Atiba |
Mbiwan |
Executive Director |
Direct: (404) 949-3169, Mobile: (404) 277-9169 |
(404) 949-3161 |
atiba@zfo.net |
|
3715 Northside Parkway NW, Building 300, Suite 195-B |
Atlanta |
GA |
30327 |
United States of America |
North America |
https://www.linkedin.com/in/atiba-mbiwan-b1bb9a1/ |
Private Equity, Real Estate, Funds, Alternative Investments |
|
|
|
https://www.zeistfoundation.org/ |
|
The Zeist Company is a single family office that provides financial services and support to a private foundation, multiple generations of high net worth individuals, trusts, charitable relationships, multiple LLC's and affiliated entities. Originated and developed this position. |
SF |
|
| 698 |
Zeke Capital Advisors, LLC |
Christina |
Malek |
Wealth Strategist |
(610) 572-4529 |
(610) 296-1430 |
malek@zekecapital.com |
zekecapital@zekecapital.com |
1205 Westlakes Drive, Suite 270 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/tina-malek-0121225/ |
Direct Investments, Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Private Credit, Private Real Assets |
2.008 |
$2.2B |
|
https://www.linkedin.com/company/zeke-capital-advisors-llc/ |
https://www.zekecapital.com/ |
ZCA is a multi-family office that serves as the investment arm to a select group of clients. With 87 collective years of direct investment experience, we are able to provide our clients with comprehensive investment solutions tailored to their unique needs. All of our investment solutions are researched and implemented without bias. |
MF |
|
|
Zeke Capital Advisors, LLC |
Kevin |
O'Shea |
Director of Hedge Fund Investments |
(610) 572-4529 |
(610) 296-1430 |
zekeinquiries@zekecapital.com |
zekecapital@zekecapital.com |
1205 Westlakes Drive, Suite 270 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-o-shea-a02294a3/ |
Direct Investments, Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Private Credit, Private Real Assets |
2.008 |
$2.2B |
|
https://www.linkedin.com/company/zeke-capital-advisors-llc/ |
https://www.zekecapital.com/ |
ZCA is a multi-family office that serves as the investment arm to a select group of clients. With 87 collective years of direct investment experience, we are able to provide our clients with comprehensive investment solutions tailored to their unique needs. All of our investment solutions are researched and implemented without bias. |
MF |
|
|
Zeke Capital Advisors, LLC |
Chris |
Bowen |
Chief Operating Officer |
(610) 572-4529 |
(610) 296-1430 |
bowen@zekecapital.com |
zekecapital@zekecapital.com |
1205 Westlakes Drive, Suite 270 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/cpbowen/ |
Direct Investments, Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Private Credit, Private Real Assets |
2.008 |
$2.2B |
|
https://www.linkedin.com/company/zeke-capital-advisors-llc/ |
https://www.zekecapital.com/ |
ZCA is a multi-family office that serves as the investment arm to a select group of clients. With 87 collective years of direct investment experience, we are able to provide our clients with comprehensive investment solutions tailored to their unique needs. All of our investment solutions are researched and implemented without bias. |
MF |
|
|
Zeke Capital Advisors, LLC |
Nick |
Zamparelli |
Chief Investment Officer |
(610) 572-4529 |
(610) 296-1430 |
zamparelli@zekecapital.com |
zekecapital@zekecapital.com |
1205 Westlakes Drive, Suite 270 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/nick-zamparelli-cfa-mba-59992318/ |
Direct Investments, Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Private Credit, Private Real Assets |
2.008 |
$2.2B |
|
https://www.linkedin.com/company/zeke-capital-advisors-llc/ |
https://www.zekecapital.com/ |
ZCA is a multi-family office that serves as the investment arm to a select group of clients. With 87 collective years of direct investment experience, we are able to provide our clients with comprehensive investment solutions tailored to their unique needs. All of our investment solutions are researched and implemented without bias. |
MF |
|
|
Zeke Capital Advisors, LLC |
Joseph |
Bodnar |
Analyst |
(610) 572-4529 |
(610) 296-1430 |
bodnar@zekecapital.com |
zekecapital@zekecapital.com |
1205 Westlakes Drive, Suite 270 |
Berwyn |
PA |
19312 |
United States of America |
North America |
https://www.linkedin.com/in/joe-bodnar-b7574262/ |
Direct Investments, Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Private Credit, Private Real Assets |
2.008 |
$2.2B |
|
https://www.linkedin.com/company/zeke-capital-advisors-llc/ |
https://www.zekecapital.com/ |
ZCA is a multi-family office that serves as the investment arm to a select group of clients. With 87 collective years of direct investment experience, we are able to provide our clients with comprehensive investment solutions tailored to their unique needs. All of our investment solutions are researched and implemented without bias. |
MF |
|
| 699 |
Ziffer Inc. |
Elena |
Riumina |
Client Services Director |
352 27 848 580 |
352 27 848 581 |
elena.riumina@ziffer.lu |
info@ziffer.lu |
4 Rue Jean Engling |
Grand Duchy of Luxembourg |
|
L-1466 |
Luxembourg |
Europe |
https://www.linkedin.com/in/elena-lavrovskaya-59349225/ |
Corporate Management, Private Wealth Structuring, Financial Planning/Reporting, Alternative Investments |
2.010 |
|
|
https://www.linkedin.com/company/ziffer-lu/ |
https://www.ziffer.lu/ |
Ziffer Group, a multi-family office located in Luxembourg. The areas of our professional expertise are: corporate management, private wealth structuring, financial planning/reporting and alternative investments.
Ziffer was founded by Maria and Alexander Tkachenko in Luxemburg in 2010.
Maria Tkachenko, UK and Luxembourg Chartered Accountant (FCCA), has extensive experience of work with corporate and private investors as a Big Four auditor and consultant, vice-president of a bank and an independent director.
Alexander Tkachenko, MBA Columbia University and London Business School, has extensive experience in marketing, sales and business development at large multinationals in addition to expertise in start ups and alternative investments. |
MF |
|
|
Ziffer Inc. |
Maria |
Tkachenko |
Managing Partner, Co-Founder |
352 27 848 580 |
352 27 848 581 |
maria.tkachenko@ziffer.lu |
info@ziffer.lu |
4 Rue Jean Engling |
Grand Duchy of Luxembourg |
|
L-1466 |
Luxembourg |
Europe |
https://www.linkedin.com/in/maria-tkachenko-fcca-7508765/ |
Corporate Management, Private Wealth Structuring, Financial Planning/Reporting, Alternative Investments |
2.010 |
|
|
https://www.linkedin.com/company/ziffer-lu/ |
https://www.ziffer.lu/ |
Ziffer Group, a multi-family office located in Luxembourg. The areas of our professional expertise are: corporate management, private wealth structuring, financial planning/reporting and alternative investments.
Ziffer was founded by Maria and Alexander Tkachenko in Luxemburg in 2010.
Maria Tkachenko, UK and Luxembourg Chartered Accountant (FCCA), has extensive experience of work with corporate and private investors as a Big Four auditor and consultant, vice-president of a bank and an independent director.
Alexander Tkachenko, MBA Columbia University and London Business School, has extensive experience in marketing, sales and business development at large multinationals in addition to expertise in start ups and alternative investments. |
MF |
|
|
Ziffer Inc. |
Sabina |
Mendeleyeva |
Investors Relations & Finance Director |
352 27 848 580 |
352 27 848 581 |
sabina.mendeleyeva@ziffer.lu |
info@ziffer.lu |
4 Rue Jean Engling |
Grand Duchy of Luxembourg |
|
L-1466 |
Luxembourg |
Europe |
https://www.linkedin.com/in/sabina-m-6b4142175/ |
Corporate Management, Private Wealth Structuring, Financial Planning/Reporting, Alternative Investments |
2.010 |
|
|
https://www.linkedin.com/company/ziffer-lu/ |
https://www.ziffer.lu/ |
Ziffer Group, a multi-family office located in Luxembourg. The areas of our professional expertise are: corporate management, private wealth structuring, financial planning/reporting and alternative investments.
Ziffer was founded by Maria and Alexander Tkachenko in Luxemburg in 2010.
Maria Tkachenko, UK and Luxembourg Chartered Accountant (FCCA), has extensive experience of work with corporate and private investors as a Big Four auditor and consultant, vice-president of a bank and an independent director.
Alexander Tkachenko, MBA Columbia University and London Business School, has extensive experience in marketing, sales and business development at large multinationals in addition to expertise in start ups and alternative investments. |
MF |
|
|
Ziffer Inc. |
Alexander |
Tkachenko |
Managing Partner, Co-Founder |
352 27 848 580 |
352 27 848 581 |
alexander.tkachenko@ziffer.lu |
info@ziffer.lu |
4 Rue Jean Engling |
Grand Duchy of Luxembourg |
|
L-1466 |
Luxembourg |
Europe |
|
Corporate Management, Private Wealth Structuring, Financial Planning/Reporting, Alternative Investments |
2.010 |
|
|
https://www.linkedin.com/in/maya-borzova/ |
https://www.ziffer.lu/ |
Ziffer Group, a multi-family office located in Luxembourg. The areas of our professional expertise are: corporate management, private wealth structuring, financial planning/reporting and alternative investments.
Ziffer was founded by Maria and Alexander Tkachenko in Luxemburg in 2010.
Maria Tkachenko, UK and Luxembourg Chartered Accountant (FCCA), has extensive experience of work with corporate and private investors as a Big Four auditor and consultant, vice-president of a bank and an independent director.
Alexander Tkachenko, MBA Columbia University and London Business School, has extensive experience in marketing, sales and business development at large multinationals in addition to expertise in start ups and alternative investments. |
MF |
|
| 700 |
Zuaiter Capital Holdings, LLC |
Abbas |
Zuaiter |
Co-Managing Member & Chief Investment Officer |
(212) 599-3030 |
(212) 599-3131 |
ir@33capitalmanagement.com |
|
524 Lake Avenue |
Greenwich |
CT |
06830 |
United States of America |
North America |
https://www.linkedin.com/in/abbas-f-eddy-zuaiter-51832a9/ |
Alternative Investments |
2.013 |
|
|
https://33capitalmanagement.com/ |
|
Zuaiter Capital Holdings, a Greenwich, CT-based private family investment office established in 2013. |
SF |
ABANA Office:
150 West 28th Street, Suite 801
New York, NY 10001 |
|
Zuaiter Capital Holdings, LLC |
Tom |
Ward |
Partner |
(212) 599-3030 |
(212) 599-3131 |
tom.ward@33capitalmanagement.com |
|
524 Lake Avenue |
Greenwich |
CT |
06830 |
United States of America |
North America |
https://www.linkedin.com/in/thomas-ward2/ |
Alternative Investments |
2.013 |
|
|
https://33capitalmanagement.com/ |
|
Zuaiter Capital Holdings, a Greenwich, CT-based private family investment office established in 2013. |
SF |
ABANA Office:
150 West 28th Street, Suite 801
New York, NY 10001 |