Limited Partners in Mequon

Connect with 5 institutional investors in Mequon, United States.

5
Limited Partners
3
Firm Types
$201M
Avg AUM
$229M
Median AUM

Overview

Mequon is a major financial hub with 5 Limited Partners spanning 3 different firm types. These institutional investors manage an average of $201M in assets under management.

Assets Under Management

Min
$138M
Median
$229M
Max
$237M

Types of Limited Partners

Firm Type Distribution

Wealth Manager3 (60%)
Endowment Plan1 (20%)
Family Office - Single1 (20%)

Limited Partners in Mequon

Access detailed information about 5 Limited Partners in Mequon, United States.

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

Grant Koehler & Levin

Mequon, United States
Wealth Manager
AUM
$237M

Denali Wealth Management

Mequon, United States
Wealth Manager
AUM
$229M

Concordia University Endowment

Mequon, United States
Endowment Plan
AUM
$138M

A. D. Beadell Investment Counsel

Mequon, United States
Wealth Manager

Kanter Family Office

Mequon, United States
Family Office - Single

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