Mandate & appetite
- Preferred strategies
- CoreValue-Add
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Spirepoint Private Client, LLC, based in the United States, specializes in wealth management and comprehensive financial solutions for ultra-high-net-worth families. The firm offers tailored investment strategies focused on tax optimization, philanthropy, and business exit planning, drawing on the expertise of veteran advisors.
Similar investors
Comparable allocators
Family Office
Spence & Co.
Houston, United States
Spence & Co, a Houston-based single-family office, manages capital for the Spence family with a disciplined focus on direct investments, private…
Family Office
Pinnacle Wealth
Greg Boll, United States
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
Family Office
Presidium Wealth Partners / Summit Global
Peter Nolan, United States
Institutional investor. based in Peter Nolan United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor
Family Office
Aspire Capital Advisors
Seattle, United States
Aspire Capital Advisors LLC, an SEC-registered investment adviser , specializes in investment management, retirement and comprehensive financial planning, and tax-efficient strategies. The firm emphasizes personalized service and has extensive experience managing financial goals for individuals, businesses, and non-profits.
Other
SBP Management
Jersey City, United States
SBP Management, established in 2011 and based in New York City, operates as a multi-family office investing globally in alternative investments, co-investments, private companies, and small to mid-cap publicly traded companies across diverse sectors including life sciences and technology. The firm's executive management leads its strategic investments.
Other · $3.5bn AUM
Strategic Wealth Partners
Deerfield, United States
Founded in 2008, Strategic Wealth Partners, Ltd. is a registered investment adviser located in the United States, specializing in personalized wealth management strategies for diverse client groups, including retirees and business owners, without a primary focus on real estate.