Mandate & appetite
- Preferred strategies
- Fixed IncomeHedge FundsPrivate CreditPrivate EquityReal Estate
- Target geographies
- Global
- Typical ticket
- —
- AUM
- 100 M - 400 M
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Institutional investor. based in Dallas United States. LP type: Family Office. Asset class focus: Fixed Income, Hedge Funds, Private Debt, Private Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor
Similar investors
Comparable allocators
Family Office
Wealth Management Solutions, LLC
Newport Beach, United States
Institutional investor. based in Newport Beach United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor
Other
Sundial Wealth LLC
Boca Raton, United States
Institutional investor. based in Boca Raton United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Hedge Funds, Private Debt, Private Equity, Real Estate, Venture Capital. Geographic focus: Global. Sectors: industrial, office, residential. Active real asset investor
Family Office
Mission Wealth
Santa Barbara, United States
Institutional investor. based in Santa Barbara United States. LP type: Family Office. Asset class focus: Alternative Investments, Hedge Funds, Private Debt, Private Equity, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor
Family Office
WPA Family Office
Dallas, United States
Institutional investor. based in Dallas United States. LP type: Family Office. Asset class focus: Fixed Income, Private Debt, Private Equity, Public Equity. Geographic focus: Global. Sectors: office. Active real asset investor
Family Office
Mindful Wealth LLC
Northbrook, United States
Institutional investor. based in Northbrook United States. LP type: Family Office. Asset class focus: Fixed Income, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor
Family Office
156 Wealth
San Diego, United States
Institutional investor. based in San Diego. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Hedge Funds, Infrastructure, Natural Resources, Private Debt, Private Equity, Public Equity, Technology. Geographic focus: Asia/Pacific (APAC), Emerging Markets, Europe, Frontier Markets, Middle East, North America. Sectors: hotels, infrastructure. Active real asset investor