Mandate & appetite
- Preferred strategies
- —
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Founded in 1987 in Palo Alto by Dan Pinkerton, Pinkerton Wealth Partners is a Coeur d'Alene, Idaho-based Registered Investment Adviser specializing in private client wealth management and corporate retirement plans, demonstrating a substantial longevity in the industry.
Unlock mandates & allocation signals
See Pinkerton Wealth Partners's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office
Petersen Hastings Wealth Advisors
Kennewick, United States
Established in 1962, Petersen Hastings Wealth Advisors, Inc. is a Kennewick, WA-based Registered Investment Adviser that offers tailored wealth management and financial investment strategies for individuals, businesses, and non-profits.
Family Office · $3.2bn AUM
Iron Point Partners
Washington, United States
Iron Point Partners, founded in 2007 and based in the United States, is a Registered Investment Adviser specializing in private equity investments within various real estate sectors, including Data Centers, Hospitality, and Multi-Family properties, with $3.2 billion in equity capital commitments raised to date. | PERE 200 2024 Rank #183 | PERE 100 2023 Rank #180 | 5yr fundraising $922m
Family Office
Premier Path Wealth Partners
Madison, United States
Premier Path Wealth Partners, LLC, is a Registered Investment Adviser based in the US, specializing in wealth management for multigenerational families, corporate executives, and entrepreneurs. Founded by experienced wealth advisory professionals, the firm emphasizes personalized service and custom solutions to meet clients' financial objectives and values.
Other
Partners
Houston, United States
Partners Group is a global private markets firm investing in private equity, private real estate, infrastructure, and debt, typically through fund and direct transactions.
Other
Nicholas Investment Partners
Rancho Santa Fe, United States
Nicholas Investment Partners, L.P., located in Delaware and founded in 1998, is a majority women-owned Registered Investment Adviser specializing in small and mid-cap innovative companies across dynamic markets, with a focus on capturing unique investment opportunities.
Family Office · $3.2bn AUM
Pennington PTRs
Bethesda, United States
Pennington Partners is a family-owned investment firm with a strong presence in Maryland and Texas, focusing on wealth management and financial administration for high-net-worth entrepreneurial families. Founded by seasoned professionals with roots in private equity, they manage over $3 billion in assets, emphasizing wealth protection and legacy building.