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Status
ACTIVE
Global HQ
Diamond Bar, CA, USA
Countries of investment
  • USA
Investment stages
  • Pre-Seed
  • Seed
  • Series A
Industries
  • Wealth Management
About
Abridge Partners specializes in simplifying the complex task of managing multigenerational wealth, fostering easier and more informed decisions for high net worth families. They coordinate an independent team of advisors with specialized expertise to deliver clarity and legacy continuity.
Min check size
$100K
Max check size
$1M
Fund size
NPS

Investment Thesis

Abridge Partners specializes in simplifying the complex task of managing multigenerational Theyalth. They design and model strategies to enhance Theyalth transferred to future generations, focusing on taxefficient portfolio management, strategic planning, investment manager evaluation, and performance risk monitoring.
Lead investor
Co Invest
Number of exits
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Abridge Partners Contacts Information

Primary contact

Secondary contact

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