Offit Capital Advisors

Offit Capital is an SEC-registered investment advisory firm serving wealthy individuals, multi-generational families, endowments and foundations.

(212) 588-3240

inquiries@offitcapital.com

www.offitcapital.com

https://www.linkedin.com/company/offit-capital-advisors/

Todd Petzel

Chief Economist and Co-Chief Investment Officer

tpetzel@offitcapital.com

https://www.linkedin.com/in/todd-petzel-a05261/

Chief Executive Officer (CEO)

tpetzel@offitcapital.com

linkedin.com/in/ned-offit-0b25648

Investment Research Associate

https://www.linkedin.com/in/wenshi-ruan-b907b6149/

TAG Associates - Family Office Services

TAG Associates is an independent, privately owned wealth management firm offering investment management and family office services to individuals, families, endowments, and foundations with substantial assets

(212) 275-1500

jbergman@tagassoc.com

http://www.tagassoc.com

https://www.linkedin.com/company/tag-associates/

Jonathan M. Bergman

jbergman@tagassoc.com

linkedin.com/in/jonathan-m-bergman-cfp-4866496

Chief Executive Officer

https://www.linkedin.com/in/dave-basner-841bb784/

Head of Family Office Practice

nshapiro@gfcap.com

https://www.linkedin.com/in/neil-shapiro/

Eagle Advisors is a US-based multi-family office. The firm specializes in seed, early-stage, and later-stage investments

(866) 526-2394

Eagle_Strategies_Marketing@newyorklife.com

https://www.eaglestrategies.com/content/about-us/eagle-advisors/

https://www.linkedin.com/company/eagle-advisors/

David Miller

Retirement Planning & Asset Allocation Specialist

https://www.linkedin.com/in/miller-david-7887a930/

https://www.linkedin.com/in/severiano-seve-romo-b55194168/

Founder, Principal

https://www.linkedin.com/in/kevin-traynor-1362bb11/

Silvercrest Asset Management Group, Family Office Group

Silvercrest Asset Management Group is an independent, employee-owned registered investment advisor that provides asset management and family office services to wealthy families and select institutional investors

(212) 649-0600

info@silvercrestgroup.com

https://www.silvercrestgroup.com/

https://www.linkedin.com/company/silvercrest-asset-management/

Sean O'Dowd

Managing Director

sodowd@silvercrestgroup.com

https://www.linkedin.com/in/sean-o-dowd-508a76b7/

Chief Investment Strategist

rteeter@silvercrestgroup.com

https://www.linkedin.com/in/rrteeter/

jagnello@silvercrestgroup.com

https://www.linkedin.com/in/joseph-r-agnello-9915641/

Ocean Road Advisors

Ocean Road Advisors Inc. is a family office and investment management company founded to oversee the family assets of Edward H. Meyer, the former longstanding Chairman, President and Chief Executive Officer of the Grey Global Group, and those of his son, Anthony E. Meyer

(212) 599-3500

info@oceanroadadvisors.com

https://oceanroadadvisors.com/

https://www.linkedin.com/company/ocean-road-advisors-meyer-and-co--llc/

Michal Miller

Director of Portfolio Operations and Reporting

michal.miller@oceanroadadvisors.com

https://www.linkedin.com/in/michal-miller-4a632114/

Chief Operating Officer & Chief Financial Officer

mark.varous@oceanroadadvisors.com

https://www.linkedin.com/in/mark-varous-59738323/

Chairman and Chief Executive Officer

anthony.meyer@meyerandco.com

https://www.linkedin.com/in/anthonyemeyer/

Emigrant Capital is the private investment division of Emigrant Bank, the nation’s largest family-owned and operated bank. They invest directly from the bank's balance sheet, bringing broad financial capabilities, operational expertise, and longstanding industry relationships. They typically invest between $5 million and $30 million in businesses generating between $2 million and $15 million in EBITDA through majority recap, minority growth capital, and debt/equity solutions. Their investment focus centers on industrial technology, business services, and consumer lifestyle industries.

(917) 262-5243

info@emigrantcapital.com

https://emigrantcapital.com/

https://www.linkedin.com/company/elmwood-capital-llc

Duncan Rogers

Private Equity Associate

rogersd@emigrant.com

https://www.linkedin.com/in/duncan-rogers-639953135/

Private Equity Analyst

campbellj@emigrant.com

https://www.linkedin.com/in/jordan-campbell-a1169721a/

staudtc@emigrant.com

https://www.linkedin.com/in/christopher-staudt-61834337/

Northwoods Partners

Northwoods Partners was built out of the success the founding partners had at their previous company, ImageFIRST – a healthcare linen company. They partner with healthy businesses, real estate owners, and alternative managers to bring in resources – including capital, strategy, management, and vision – to achieve financial results

(218) 365-8019

info@northwoodspartners.org

https://www.northwoodspartners.com/

Jeffrey Berstein

jberstein@northwoodspartners.com

https://www.linkedin.com/in/jeffrey-berstein-a0246a176/

jmalandra@northwoodspartners.com

https://www.linkedin.com/in/jim-malandra-03319111/

jordan.berstein@northwoodspartners.com

https://www.linkedin.com/in/jordan-berstein-0992a962/

Dunes Point Capital, LLC

Dunes Point Capital, LLC is a family office and private investment firm. Its mission is to build great companies through vision and long-term commitment. It pursues control investments in the general industrial and services sectors

(914) 269-2020

info@dunespointcapital.com

https://dunespointcapital.com/

https://www.linkedin.com/company/dunes-point-capital/

Tim White

CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER

timothy.white@dunespointcapital.com

https://www.linkedin.com/in/timothy-j-white-b2455b62/

MANAGING DIRECTOR

ryan.miller@dunespointcapital.com

https://www.linkedin.com/in/ryan-miller-90602657/

adam.cohn@dunespointcapital.com

https://www.linkedin.com/in/adam-cohn-72a7b073/

JMC Investments LLC (JMC) is a single family office that focuses on partnering and investing in lower middle market privately owned growth companies. JMC partners with talented management teams and combines an engaged partnership approach with a long-term investment outlook to drive value creation

(646)-797-2700

info@jmc-investment.net

https://www.jmc-investment.net/

https://www.linkedin.com/company/jmc-investment/

Emily Kochanowicz

Managing Director

ekochanowicz@jmc-investment.net

https://www.linkedin.com/in/emily-kochanowicz-b8a1918a/

fkleindienst@jmc-investment.net

https://www.linkedin.com/in/fr%C3%A9d%C3%A9ric-kleindienst-36b70a10/

jbagge@jmc-investment.net

https://www.linkedin.com/in/johnrbagge/

Larry Levy founded IKE Capital Group in 2004 to offer a traditional approach to portfolio management — pursuing a time-tested investment philosophy with the highest level of dedicated attention

(516)-801-6565

http://www.ikecapital.com/

https://www.linkedin.com/in/larry-levy-31512197/

Larry Levy

larry@ikecapital.com

https://www.linkedin.com/in/larry-levy-31512197/

lauren@ikecapital.com

https://www.linkedin.com/in/lauren-casey-a5717332/

Potenza Capital is an innovative, privately-held investment firm dedicated to partnering with companies and funds to generate superior long-term, risk-adjusted returns. They operate as an alternative investments arm of Stardust, a forward-thinking family office

(212)-318-2002

info@potenzacap.com

https://weareallstardust.com/potenza/

https://www.linkedin.com/company/potenza-capital-lp/

Michael Armilio

michael@potenzacap.com

https://www.linkedin.com/in/michael-armilio-70a75a61/

julia@potenzacap.com

https://www.linkedin.com/in/julia-gros-a54009149/

brian@potenzacap.com

https://www.linkedin.com/in/brian-sun-70361171/

Fairfield-Maxwell (“Fairfield”) is a third generation family-owned enterprise that successfully buys, builds, and grows companies spanning industries and geographies through long-term capital investments. The company was founded in 1957 and is headquartered in New York, New York. Fairfield partners with other family-owned businesses, entrepreneurs, business owners, and management teams to grow exceptional businesses. The company builds its diversified portfolio using a long-term approach to steadily grow earnings into the future. The Fairfield team provides the companies in its portfolio with professional management expertise, operational expertise, and a permanent capital base while taking a “hands off” approach to allow management with industry expertise to make operational decisions. As Fairfield moves into the future, we will continue to successfully grow value through our commitment to building great businesses.

(212) 297-9030

https://www.fairfield.com/contact-us

https://www.fairfield.com/

https://www.linkedin.com/company/fairfield-maxwell-ltd/

Jaimy Fitzsimmons

Executive Assistant

jfitzsimmons@fairfield.com

https://www.linkedin.com/in/jaimyfitzsimmons/

Senior Vice President

deisemann@hotmail.com

https://www.linkedin.com/in/dan-eisemann-bb8a92/

President and Chief Executive Officer

adowd@fairfield.com

https://www.linkedin.com/in/anthonyjdowd/

Matrix Private Capital Group

Matrix Private Capital Group is a diversified asset management firm that provides advisory and alternative investment solutions to high net worth individuals, family offices, and institutions

(212)-254-4876

https://matrixpcg.com/

https://www.linkedin.com/company/matrixpcg/people/

Dan Nalawade

Global Business and Investment Advisor

dan.nalawade@tokenekehill.com

https://www.linkedin.com/in/dan-nalawade-73761b11/

tbruce@matrixpcg.com

https://www.linkedin.com/in/tbbruce/

Client Service Director

meneca24@gmail.com

https://www.linkedin.com/in/marisa-camp-125b767/

Pelagic Capital Partners

Pelagic Capital Partners is committed to preserving the continuity of operations at the current locations and aims to train, develop, and grow the existing team1. They favor reasonable transition periods to become good stewards for the business

https://pelagic-cap.com/

https://www.linkedin.com/company/pelagic-capital-partners/

Nicholas Stancu

Acquisition Entrepreneur and Private Investor

nicholas.stancu@gmail.com

https://www.linkedin.com/in/nicholas-stancu/

Privos Capital focuses on private equity, venture capital, hedge funds, secondaries, real estate, commodities, direct, impact, sustainable, and alternative investments across a wide range of sectors1. They align their operations with leading global standards, including the Sustainable Development Goals (SDGs), the Net-Zero Asset Owner Alliance (NZAOA), Climate Action 100+, and the United Nations Principles for Responsible Investment (UNPRI)

(609)-356-0131

info@privoscapital.com

https://www.privoscapital.com/

https://www.linkedin.com/in/dfarrellprivos/

Dan Farrell

dan@thefounderandceo.com

https://www.linkedin.com/in/dfarrellprivos/

makan@privoscapital.com

https://www.linkedin.com/in/thorvaldur-makan-86a95029/?originalSubdomain=se

Associate Director

https://www.linkedin.com/in/lindabyoung/

Blue Haven Initiative focuses on investing with high standards to maximize financial performance and public benefit1. They align their operations with leading global standards, including the Sustainable Development Goals (SDGs), the Net-Zero Asset Owner Alliance (NZAOA), Climate Action 100+, and the United Nations Principles for Responsible Investment (UNPRI)

(857) 242-4901

initiatives@bluehaveninitiative.com

http://www.bluehaveninitiative.com/

https://www.linkedin.com/company/blue-haven-initiative/

Liesel Simmons

liesel@bluehaveninitiative.com

https://www.linkedin.com/in/liesel-pritzker-simmons-793b8417/

ian@bluehaveninitiative.com

https://www.linkedin.com/in/ian-simmons-990a438/

Executive Assistant/HR Manager

nick@bluehaveninitiative.com

https://www.linkedin.com/in/nmpanagiotou/

Forbes Family Trust is dedicated to delivering global investment opportunities1. They manage a diversified investment portfolio across asset classes, from public equities and fixed-income holdings to private equity and direct investments1. Their goal is to help clients live fully and provide for future generations through investment management and wealth planning

(212)-488-1390

https://www.fftwealth.com/contact-form/

https://www.fftwealth.com

https://www.linkedin.com/company/fft-wealth-management/

Elliott Barker

Investment Analyst

elliott@forbesfamilytrust.com

https://www.linkedin.com/in/elliott-barker/

Founding Partner and CEO

kbloomfield@forbesfamilytrust.com

https://www.linkedin.com/in/keith-bloomfield-fft/

apmehalko@gmail.com

https://www.linkedin.com/in/amehalko/

Red Apple Group has diverse holdings in the energy industry, with asset focus in the midstream and downstream. They also own, develop, and manage real estate across the country with a focus on the New York City market

(212) 956-5803

https://ragny.com/contact/

https://www.linkedin.com/in/johncatsimatidis/

John Catsimatidis

jcatsimatidis@ragny.com

https://www.linkedin.com/in/johncatsimatidis/

President & Chief Operating Officer

johnjr@catsimatidis.com

https://www.linkedin.com/in/john-catsimatidis-jr-a144a16b/

Seven East Capital seeks to invest in United States-based companies operating in the business, commercial services, real estate, sports & entertainment, hospitality & leisure, and industrial sectors

brett.hartmann@seveneastcapital.com

https://seveneastcapital.com/

https://www.linkedin.com/company/seven-east-capital/

Brett Hartmann

bhartman@usc.edu

https://www.linkedin.com/in/brett-hartmann/

RosePaul Investments

RosePaul Investments focuses on ventures that leverage available software technology to solve a business problem or to enable a new consumer business1. They invest in companies with US legal structure and market focus

https://rosepaul.com/contact/

https://rosepaul.com/

https://www.linkedin.com/in/thomaswis/

Thomas Wisniewski

Managing Partner

thomaswis@yahoo.com

https://www.linkedin.com/in/thomaswis/

blewnowski@gmail.com

Forty Four Holdings is a private investment firm that supports partners on building long-term value. They can add value to investments by utilizing their access to the world’s entrepreneurial community, executive relationships, and senior capital market relationships.

https://www.44holdco.com/

https://www.linkedin.com/company/forty-four-holdings/

Cameron Mena

cameronmena@gmail.com

https://linkedin.com/in/cameron-mena-48271a32?_gl=1*umm23h*_ga*MTUxMzY3NTczNS4xNzA2MDM1NzY0*_ga_GYCQBP66WD*MTcwNjAzNTc2My4xLjEuMTcwNjAzNzg4Mi4wLjAuMA..

cmclaughlin@bhgrp.com

https://linkedin.com/in/catherine-mclaughlin-52868726?_gl=1*vpcujz*_ga*MTUxMzY3NTczNS4xNzA2MDM1NzY0*_ga_GYCQBP66WD*MTcwNjAzNTc2My4xLjEuMTcwNjAzODA0My4wLjAuMA..

Focus Impact Partners

Focus Impact Partners is both mission-driven and returns-focused, endeavoring to do well while also doing good. They are committed to accelerating the growth of great businesses through a combination of intentional strategic leadership, comprehensive capital formation, deep M&A expertise, data & technology-driven business solutions, and a social forward focus

(800)-535-4302

info@focus-impact.com

https://focus-impact.com/

https://www.linkedin.com/company/focus-impact/

Wray Thorn

Partner & Founder

wthorn@clear-heights.com

https://www.linkedin.com/in/wray-thorn-643a5b25/

https://www.linkedin.com/in/carl-stanton-649b0222/

Advisory Board Member

https://www.linkedin.com/in/thomas-perrotti-6a0b3b/

Alliance Global Finance

Specializes in corporate finance and investment banking advisory services. The firm focuses on cleantech, particularly water, and also looks for distressed or special situation opportunities in small to mid-size companies

(212) 655-9262

https://agf-inc.com/

https://www.linkedin.com/company/alliance-global-finance/about/

Max Khan

maxkhan@agf-inc.com

https://linkedin.com/in/max-khan-a221546?_gl=1*c22po6*_ga*MTUxMzY3NTczNS4xNzA2MDM1NzY0*_ga_GYCQBP66WD*MTcwNjAzNTc2My4xLjEuMTcwNjA0MDM2NS4wLjAuMA..

monir@caa.columbia.edu

https://linkedin.com/in/monir-hoque-95434614?_gl=1*pkzvts*_ga*MTUxMzY3NTczNS4xNzA2MDM1NzY0*_ga_GYCQBP66WD*MTcwNjAzNTc2My4xLjEuMTcwNjA0MDQwOS4wLjAuMA..

https://linkedin.com/in/jhk99?_gl=1*fg42pc*_ga*OTgxMTEyMjYuMTcwNjA0MDYyOA..*_ga_GYCQBP66WD*MTcwNjA0MDYyOC4xLjEuMTcwNjA0MDkzNS4wLjAuMA..

Ivy Family Office Network (IVYFON) has been the leading peer to peer family office network since the early 2000s12. More than 50,000 investors, family offices and asset allocators have attended IVYFON and their antecedents events12. They are the successor to a large direct private equity group started by the founders in 2001

(917)-291-0557

vivezheng@hotmail.com

https://ivyfon.com/

https://www.linkedin.com/in/ivy-family-office-38840593/

Marty S

Founder / Managing Director

martysecada.accelgo@gmail.com

https://www.linkedin.com/in/martysecada/

BBR Partners specializes in providing highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. They are the successor to a large direct private equity group started by the founders in 200

(212) 313-9870

https://www.bbrpartners.com/contact/

https://www.bbrpartners.com/

https://www.linkedin.com/company/bbr-partners/

Jordan Karen

Director of Portfolio and Wealth Advisory

jkaren@bbrpartners.com

https://linkedin.com/in/jordan-karen-67647558?_gl=1*y07rkr*_ga*OTgxMTEyMjYuMTcwNjA0MDYyOA..*_ga_GYCQBP66WD*MTcwNjA0MDYyOC4xLjEuMTcwNjA0MjQ1Ny4wLjAuMA..

Partner, Chief Operating Officer

barry.klayman@me.com

https://linkedin.com/in/barry-klayman-285b1562?_gl=1*1dnt0j3*_ga*OTgxMTEyMjYuMTcwNjA0MDYyOA..*_ga_GYCQBP66WD*MTcwNjA0MDYyOC4xLjEuMTcwNjA0MjQ1Ny4wLjAuMA..

Asst. Portfolio Manager

https://linkedin.com/in/todd-whitenack-4555693?_gl=1*1dciauo*_ga*OTgxMTEyMjYuMTcwNjA0MDYyOA..*_ga_GYCQBP66WD*MTcwNjA0MDYyOC4xLjEuMTcwNjA0MjYwNC4wLjAuMA..

Culbro, LLC is the private equity investment effort of the Cullman and Bloomingdale families. It was formed to invest in growth companies with strong entrepreneurial management. Its target equity investment range is $5 to $50 million with latitude to make both smaller and larger investments. It invests on both a control and minority basis. Although Culbro’s three co-founders have a background in consumer products, Culbro has invested in a wide range of industries1. Culbro focuses geographically on North America and India.

(646)-461-9270

https://www.culbro.com/

https://www.linkedin.com/company/culbro-llc/

Edgar Cullman, Jr.

Managing Member

ecullmanjr@culbro.com

https://www.linkedin.com/in/edgar-cullman-a817ab6

ddanziger@culbro.com

https://www.linkedin.com/in/david-danziger-8b53b26/

jfletcher@bloomprop.com

https://www.linkedin.com/in/john-fletcher-iii-60355229

Morgan Stanley’s Family Office Wealth Management aims to provide institutional-level support for family offices. They offer specialized investment services and operational support to enhance the life and legacy of their clients. Their services include providing a unified view of the family’s total wealth, offering fiduciary advice, access to differentiated investment opportunities, and delivering services at scale.

(212) 503-2480

https://www.morganstanley.com/contact-us

https://www.morganstanley.com/what-we-do/wealth-management/private-wealth-management/single-family-offices

https://www.linkedin.com/company/morgan-stanley/

Ron Basu

Managing Director | Senior Institutional Consultant | Private Wealth Advisor

Ron.Basu@morganstanleypwm.com

https://www.linkedin.com/in/ron-basu/

Chris.Toomey@morganstanleypwm.com

https://www.linkedin.com/in/christopher-toomey-97713610/

Private Wealth Advisor

Rachael.Naylor@morganstanleypwm.com

https://www.linkedin.com/in/rachael-naylor-7b07a1266/

Urban Spring Capital, previously known as Cattan Holdings, has grown its portfolio and now manages equity and assets for both family and close associates. Since inception, USC continuously seeks out new opportunities and business partners. USC has successfully closed on seven properties across multiple asset classes and states. USC currently owns and manages over 100,000 square feet. Properties all have value add components where upside is in the process of or already has been realized

(347)-563-8741

http://www.urbanspringcapital.com/contact-us.html

http://www.urbanspringcapital.com/

https://www.linkedin.com/in/jack-ezra-194846101/

Jack Ezra

JackEzra@UrbanSpringCapital.com

https://www.linkedin.com/in/jack-ezra-194846101/

Steward Lane LLC’s goal is to partner with transitioning owners to provide quick and flexible exit opportunities while maintaining your legacy. They value the hard work, dedication, and passion it took to get your business to where it is today. They seek to own and operate businesses for the long-term. They take an active role in the business, either through supporting the existing management team in their growth initiatives or joining the company full-time. Their structure as a family investment company allows them to offer flexible terms to owners and close investments quickly.

https://www.stewardlane.com/home/#contact

https://www.stewardlane.com/

https://www.linkedin.com/company/steward-lane/

John Doyle

john@stewardlane.com

https://www.linkedin.com/in/john-doyle-690a1aa/

Cohen Family Office is a New York-based single-family office. They offer a full suite of services for existing and multi-family offices. They provide personalized solutions to support the overall objectives of high-net-worth individuals and families.

(716)-626-2626

https://www.cohencpa.com/contact

https://www.cohencpa.com/

https://www.linkedin.com/company/cohen-&-company/https://www.linkedin.com/company/cohen-&-company/

Caroline Jiang

Director, Accounting Advisory Solutions

caroline.jiang@cohencpa.com

https://www.linkedin.com/in/caroline-jiang-cpa/

Partner in Charge, Assurance

vcurttright@cohencpa.com

https://www.linkedin.com/in/vincecurttright/

mbrilmyer@cohencpa.com

RWN Management, LLC is the investment manager of RWN Investment Holdings LLC, a fund that focuses on three main investment strategies: Yield, Opportunistic, and Venture Capital.

(212)-920-3120

https://rwnmgmt.com/

https://linkedin.com/in/adam-borod-3950861/

Adam Borod

Managing Director

adamborod@gmail.com

https://www.linkedin.com/in/adam-borod-3950861/

Chief Administrative Officer

kbowen@rwnmgmt.com

https://linkedin.com/in/karen-korzenko-bowen-663a446?_gl=1*4ekuui*_ga*NTI1MDYxNjUwLjE3MDYwNTg0MjY.*_ga_GYCQBP66WD*MTcwNjA1ODQyNS4xLjEuMTcwNjA1OTk0My4wLjAuMA..

hilda.choy@gmail.com

https://linkedin.com/in/hilda-choy-cpa-a74a2b?_gl=1*afwcey*_ga*NTI1MDYxNjUwLjE3MDYwNTg0MjY.*_ga_GYCQBP66WD*MTcwNjA1ODQyNS4xLjEuMTcwNjA2MDAxOC4wLjAuMA..

Seven Valleys is a single-family office based in New York City. They provide a full suite of services, including investment management and tax and estate planning amd personalized solutions to support the overall objectives of high-net-worth individuals and families. They also focus on various asset classes including commercial real estate, public equities, fixed income, venture capital, and private equity.

(212) 235-1297

contact@sevenvalleys.com

https://www.sevenvalleys.com/

https://www.linkedin.com/company/seven-valleys-capital-llc/about/

Geoff Wilson

geoffalanwilson@gmail.com

https://www.linkedin.com/in/geoff-wilson-864a967/

Director at Seven Valleys LLC

pastore.r.a@gmail.com

https://www.linkedin.com/in/anthony-pastore-01269a16/

Managing Director

blamotte@gmail.com

https://www.linkedin.com/in/byron-lamotte-9a158223/

Bessemer Trust is a privately-owned multifamily office that operates as wealth management and investment advisory firm and focuses on high-net-worth families and their foundations and endowments. The firm's wealth management services includes estate planning, tax planning, family company advisory services, philanthropic advisory services, insurance advisory services and real estate advisory services. The firm is focused on global private equity, real estate, power, energy, oil and gas, natural resources, agriculture and timber investments.

(212) 708-9100

rochford@bessemer.com

www.bessemertrust.com

https://www.linkedin.com/company/bessemer-trust/

Rebecca H. Patterson

Chief Investment Officer

patterson@bessemer.com

https://www.linkedin.com/company/bessemer-trust/

Managing Director, Chief Technology Officer

gelfer@bessemer.com

https://www.linkedin.com/in/max-gelfer-920b1071/?_gl=1*1wp2juo*_ga*Mzk4MDcxMzU2LjE3MDYzMjAzNzc.*_ga_GYCQBP66WD*MTcwNjMyMDM3Ny4xLjEuMTcwNjMyMjM0NS4wLjAuMA..

https://www.linkedin.com/in/george-wilcox-b15b76/?_gl=1*1ajy8md*_ga*Mzk4MDcxMzU2LjE3MDYzMjAzNzc.*_ga_GYCQBP66WD*MTcwNjMyMDM3Ny4xLjEuMTcwNjMyMjQ4Ny4wLjAuMA..

MSD Capital was formed in 1998 to exclusively manage the capital of Michael Dell and his family.The firm focuses on investments in publicly traded securities, private equity, real estate, and special opportunities, but has the flexibility to invest in a broad range of asset classes on a situational basis.

(212) 303-1650

inquiries@msdcapital.com

https://www.dellfamilyoffice.com/about

https://www.linkedin.com/company/dfo-management/

John Cartwright Phelan

Co-Managing Partner & Co-Founder

jphelan@msdcapital.com

https://www.linkedin.com/in/jack-loparco-57a6662

Chief Investment Officer

amall2@yahoo.com

https://www.linkedin.com/in/alisa-mall-1b62222/?_gl=1*t3075t*_ga*Mzk4MDcxMzU2LjE3MDYzMjAzNzc.*_ga_GYCQBP66WD*MTcwNjMyMDM3Ny4xLjEuMTcwNjMyMjk1Mi4wLjAuMA..

https://www.linkedin.com/in/marclisker/

Aeterna Capital Partners

Aeterna Capital Partners is a family office backed private investment firm focused on direct lower middle market investments, including mezzanine debt and private equity. Aeterna seeks to invest in companies in the United States through flexible structures tailored to meet the objectives of a company's ownership (sponsors, lenders, management) and business strategy. Aeterna will invest $2-$10MM depending in transaction dynamics, focuses on Companies generating EBITDA between $2-$10MM and is opportunistic in its approach. Aeterna frequently co-invests with like-minded investors and maintains flexibility in structure - Aeterna does not have strict limitations to adhere to as in a formal private equity or mezzanine fund partnership.

(212) 231-3907

https://www.aeternacp.com/

https://www.linkedin.com/company/aeterna-capital-partners/

M. Patrick McCloskey

Founder & Managing Partner

patrick.mccloskey@aeternacp.com

https://www.linkedin.com/in/patrick-mccloskey-aa1ba118

Founder/Managing Partner

patrick.mccloskey@aeternacp.com | pmccloskey@gmail.com

https://www.linkedin.com/in/patrick-mccloskey-aa1ba118/

Kita Capital Management

Kita Capital Management is a New York, New York based single family office and venture capital investment firm providing capital and advice, both operational and strategic to companies within the information technology and software sectors.

(320) 438-5674

https://www.kitacapital.com/

https://www.linkedin.com/in/jslevineny

Joshua S. Levine

Managing Director

joshua.levine@kitacapital.com

https://www.linkedin.com/in/jslevineny

Patriarch Partners is a family office and private investment firm that focuses on investing, acquiring, managing and monetizing the distressed portfolios of financial institutions. The firm prefers to invest in the automotive and aerospace, beauty, consumer, fashion, home appliances, industrial, manufacturing, services and technology sectors.

(212) 825-0550

info@patriarchpartners.com

www.patriarchpartners.com

https://www.linkedin.com/company/patriarch-partners/

Lynn Tilton

lynn.tilton@patriarchpartners.com | zega.tekie@patriarchpartners.com

https://www.linkedin.com/in/lynntilton/

Vice President, Corporate

robert.klugman@patriarchpartners.com

https://www.linkedin.com/in/robertklugman/

Managing Director

greg.guckes@patriarchpartners.com

https://www.linkedin.com/in/greg-guckes-817bb81b/?_gl=1*6d89k4*_ga*Mzk4MDcxMzU2LjE3MDYzMjAzNzc.*_ga_GYCQBP66WD*MTcwNjMyMDM3Ny4xLjEuMTcwNjMyMTQ2OS4wLjAuMA..

East Rock Capital (East Rock) is a multi-family office based in New York, New York. Established in 2006, the firm provides family office services including financial planning and asset management. The assets of the firm are managed and governed by the executive management team.

(212)-630-5000

info@eastrockcap.com

https://eastrockcap.com/

https://www.linkedin.com/company/east-rock-capital-llc/

Adam Shapiro

Managing Partner

ashapiro@eastrockcap.com

https://www.linkedin.com/in/adam-shapiro-4625975/

cschmidlapp@eastrockcap.com

https://www.linkedin.com/in/caroline-schmidlapp-6a599565/

Chief Financial Officer

bmolinet@eastrockcap.com

https://www.linkedin.com/in/bryanmolinet/

Fremont Private Holdings

Fremont Private Holdings makes platform investments in growing family and founder-owned businesses with at least $25 million in EBITDA. FPH is the direct private investment arm of Fremont Group®, the investment office for the Bechtel family. FPH invests permanent family capital and partners with founders or management teams to build North American businesses over time. FPH focuses on long-term outcomes, makes both majority and minority investments, and can hold investments indefinitely.

(212)-771-1801

fphinfo@fremontgroup.com

https://www.fremontgroup.com/

https://www.linkedin.com/company/fremont-group/

Scott R. Earthy

Managing Partner

searthy@fremontgroup.com

https://www.linkedin.com/in/scottearthy/

abronzo@fremontgroup.com

https://www.linkedin.com/in/andrewbronzo/

tjohnson@fremontgroup.com

https://www.linkedin.com/in/timhjohnson/

Insight is a single family office and private equity investment firm. Our clients are family offices, small institutions, ultra-high net worth individuals and other special-purpose entities that qualify as QIBs (Qualified Institutional Buyers) with assets ranging from $50M to over $1B. They invest in private VC funded secondaries, and middle market debt and equity transactions.

(646)-801-9117

info@insightfamilyoffice.com

https://www.insightfamilyoffice.com/

https://www.linkedin.com/company/insight-family-office/

kdouglas@ppmtcapital.com

https://www.linkedin.com/in/karldouglasp85/

dsmickey2003@yahoo.com | deborah.salerno@wyndhamworldwide.com

https://www.linkedin.com/in/deborah-salerno-3116034/

https://www.linkedin.com/in/troy-douglas-197574213/

Pearl Street Capital Partners is a private equity firm based in New York, New York. The firm seeks to invest in companies operating in the business services, technology, industrials, and consumer sectors.

contact@pearlstreetequity.com

https://www.pearlstreetequity.com/

https://www.linkedin.com/company/pearl-street-capital-partners/

Alexander Study

Managing Partner

https://www.linkedin.com/in/alexander-study-3b76972a/

pfinnegan@northmanitoupartners.com | paulfinnegan2011@gmail.com

https://www.linkedin.com/in/paul-finnegan-699b7427/

Soros Capital Management

Soros Capital Management is a New York-based family office. With an emphasis on alternative assets and a passion for sharing knowledge, they work closely and collaboratively with market innovators to ensure success—today and tomorrow.

https://www.soroscap.com/

https://www.linkedin.com/company/soros-capital-management/about/

Ambika Kapoor

ambika2582@gmail.com

https://www.linkedin.com/in/ambika-kapoor-38b49b31/?originalSubdomain=uk

canute.d.rosario@gmail.com

https://www.linkedin.com/in/kenny-rosario-76962188/

Portfolio Manager

https://www.linkedin.com/in/xabi-vazquez-gil-53a1051/

Cottonwood Acquisitions

Cottonwood Acquisitions is a family office partnership focused on investing in small to mid-sized businesses. Cottonwood seeks to partner with talented management teams to create value with a long term investment horizon.

(646) 807-8674

info@cottonwoodacquisitions.com

https://cottonwoodacquisitions.com

https://www.linkedin.com/company/cottonwood-acquisitions/

Chris Smith

csmith@cottonwoodacquisitions.com

https://www.linkedin.com/in/chris-smith-cottonwood/

Director of Marketing and Ecommerce

garrett@cottonwoodacquisitions.com | feinauer@gmail.com

https://www.linkedin.com/in/garrettfeinauer/