Status
ACTIVE
Global HQ
Walnut Creek, United States
Countries of investment
- USA
Investment stages
- Advisory
Industries
- Waste Management
- Financial Services
About
Advisor Partners specializes in designing custom investment portfolios tailored for independent financial advisors, wealth managers, and family offices, providing an institutional caliber approach to address the complex financial needs of their clients.
Advisor Partners specializes in designing custom investment portfolios tailored for independent financial advisors, wealth managers, and family offices, providing an institutional caliber approach to address the complex financial needs of their clients.
Investment Thesis
They are designing smart portfolios with an institutionalcaliber approach for independent financial advisors, wealth managers, and family offices to meet the complex needs of their clients.
Manager's Experience
Top-tier fund specializing in growth-stage technology investments in North America. Completed over 30 deals with a focus on software and digital services, yielding several notable exits, including 4 IPOs. Employs a collaborative, operator-led investment style aimed at enhancing portfolio company performance. Recognized for rigorous due diligence and long-term partnerships with founders.