LPbacked

Limited Partners/United States/Charlotte

Limited Partners in Charlotte

Connect with 76 institutional investors in Charlotte, United States.

76
Limited Partners
9
Firm Types
$153.0B
Avg AUM
$1.2B
Median AUM

Overview

Charlotte is a major financial hub with 76 Limited Partners spanning 9 different firm types. These institutional investors manage an average of $153.0B in assets under management.

Assets Under Management

Min
$40M
Median
$1.2B
Max
$3441.1B

Types of Limited Partners

Firm Type Distribution

Wealth Manager25 (32.89%)
Family Office - Multi13 (17.11%)
Family Office - Single10 (13.16%)
Foundation8 (10.53%)
Private Sector Pension Fund8 (10.53%)
Bank5 (6.58%)
Asset Manager4 (5.26%)
Insurance Company2 (2.63%)
Corporate Investor1 (1.32%)

What Charlotte LPs Invest In

Limited Partners in Charlotte are actively investing in:

Advertising
Asset Management
Business Services
Consumer & Retail
Energy & Utilities
Financial Services
Healthcare & Life Sciences
Industrials & Manufacturing
Infrastructure & Transportation
Materials & Chemicals
Media
Real Estate & Construction
Software
Technology
Telecommunications

Limited Partners in Charlotte

Access detailed information about 76 Limited Partners in Charlotte, United States.

Our database includes verified contact information, AUM data, investment preferences, and more for each firm.

Bank of America

Charlotte, United States
Bank
AUM
$3441.1B

Allspring Global Investments

Charlotte, United States
Wealth Manager
AUM
$550.0B

Truist Bank

Charlotte, United States
Bank
AUM
$543.8B

Truist Financial Corporation

Charlotte, United States
Bank
AUM
$543.8B

Truist Wealth

Charlotte, United States
Bank
AUM
$535.9B

Brighthouse Financial

Charlotte, United States
Insurance Company
AUM
$117.3B

Honeywell International Master Recruitment Trust

Charlotte, United States
Private Sector Pension Fund
AUM
$17.8B

Truist Financial Corporation Pension Plan

Charlotte, United States
Private Sector Pension Fund
AUM
$14.5B

Global Endowment Management

Charlotte, United States
Asset Manager
AUM
$12.0B

Duke Energy Company Pension Plan

Charlotte, United States
Private Sector Pension Fund
AUM
$7.2B

Foundation for the Carolinas

Charlotte, United States
Foundation
AUM
$4.9B

Duke Endowment

Charlotte, United States
Foundation
AUM
$4.9B

Hearst Corporation Retirement Plan

Charlotte, United States
Private Sector Pension Fund
AUM
$2.8B

TAGStone Capital

Charlotte, United States
Wealth Manager
AUM
$2.3B

Biltmore Family Office

Charlotte, United States
Family Office - Multi
AUM
$2.0B

Colony Family Offices

Charlotte, United States
Family Office - Multi
AUM
$2.0B

Fundamental Global Investors

Charlotte, United States
Asset Manager
AUM
$1.6B

New Republic Partners

Charlotte, United States
Family Office - Multi
AUM
$1.4B

Novare Capital Management

Charlotte, United States
Wealth Manager
AUM
$1.3B

Linden Thomas & Company

Charlotte, United States
Family Office - Multi
AUM
$1.1B

Arrowpoint Capital

Charlotte, United States
Insurance Company
AUM
$1.0B

Tillery Capital

Charlotte, United States
Family Office - Multi
AUM
$1.0B

Leon Levine Foundation

Charlotte, United States
Foundation
AUM
$667M

Pension Plan of Arrowood Indemnity Company

Charlotte, United States
Private Sector Pension Fund
AUM
$531M

Atrium Health Foundation

Charlotte, United States
Foundation
AUM
$401M

John M. Belk Endowment

Charlotte, United States
Foundation
AUM
$380M

Strathmore Capital Advisors

Charlotte, United States
Wealth Manager
AUM
$368M

McShane Partners

Charlotte, United States
Wealth Manager
AUM
$297M

SPX US Pension Plan

Charlotte, United States
Private Sector Pension Fund
AUM
$251M

Gorelick Brothers Capital

Charlotte, United States
Asset Manager
AUM
$250M

Belk Pension Plan

Charlotte, United States
Private Sector Pension Fund
AUM
$248M

Cornerstone Wealth Planning

Charlotte, United States
Wealth Manager
AUM
$185M

Portus Wealth Advisors

Charlotte, United States
Wealth Manager
AUM
$130M

Hayden Harper

Charlotte, United States
Wealth Manager
AUM
$120M

Crown Wealth Group

Charlotte, United States
Family Office - Multi
AUM
$112M

Sealed Air Corporation Combined Pension Plan

Charlotte, United States
Private Sector Pension Fund
AUM
$107M

Nanaline H. Duke Fund for Duke University

Charlotte, United States
Foundation
AUM
$50M

Angier B Duke Memorial

Charlotte, United States
Foundation
AUM
$40M

Abiding Wealth Advisors

Charlotte, United States
Wealth Manager

Adhesion Wealth Advisor Solutions

Charlotte, United States
Wealth Manager

Alpha Financial Advisors

Charlotte, United States
Wealth Manager

Aspiration Capital Partners

Charlotte, United States
Family Office - Single

Asset Management Advisors

Charlotte, United States
Wealth Manager

Belk Foundation

Charlotte, United States
Foundation

Bourne Partners

Charlotte, United States
Bank

Buie Investment Advisors

Charlotte, United States
Wealth Manager

Byron Financial

Charlotte, United States
Wealth Manager

Cannondale Capital Investors

Charlotte, United States
Family Office - Single

City Stables Family Office

Charlotte, United States
Family Office - Multi

Colmont Group

Charlotte, United States
Family Office - Single

And 26 more Limited Partners...

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