Source of Funding


Summary

This firm appears to focus on private equity investments, but the mandate does not seem very explicit.
  • Investing Firm Name: Client Associates
  • Company Type: Family Office
  • Website: clientassociates.com
  • Website (Other):
  • Private Equity?: FALSE
  • Private Debt?: FALSE
  • Infrastructure?: FALSE
  • Real Estate?: FALSE

Company Contacts



Contact 1
First name: Jon
Last name: Cook
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Contact 2
First name: Andrew
Last name: Simpson
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Contact 3
First name: James
Last name: Ballinger
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Contact 4
First name: Michael
Last name: Barr
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Contact 5
First name: Paul
Last name: Denman
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Contact 6
First name: Enrico
Last name: Smith
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Contact 7
First name: Ian
Last name: Mckay
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Contact 8
First name: Paul
Last name: Borrows
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Contact 9
First name: Bruce
Last name: Saunderson
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Location

 

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Due Diligence

Sources & Other Info

Fortigent, LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high net worth clients, today announced it has been retained by Pathstone Family Office, an independent and employee-owned wealth management organization.

  • Confidence Scores: 99
  • This page last updated: 44561

Amount of Sources: 1

http://familyofficesummit.in/2017

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