Presidium Wealth Partners / Summit Global

Institutional investor. based in Greg Boll United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor

Institutional investor. based in Greg Simons United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor

Founded in 1985 and headquartered in Colorado Springs, CO, Summit Wealth Group is a rapidly growing Registered Investment Adviser with approximately $2.1 billion in assets under management. The firm specializes in a planning-first approach to offer customized financial strategies and operates across ten offices in five 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

Institutional investor. based in Cleveland United States. LP type: Family Office. Asset class focus: Alternative Investments, Industrial & Logistics, Infrastructure, Private Equity, Real Estate, Residential, Value-Add. Geographic focus: us & canada. Active real asset investor

Institutional investor. based in Peter Nolan United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Geographic focus: Global. Sectors: hotels, office. Active real asset investor