Palm Equity

Multi Family Office (MFO)West Palm Beach, United StatesFounded 2008
$300M
Assets Under Management
West Palm Beach
Headquarters

About Palm Equity

Palm Equity is a multi-family office based in West Palm Beach, Florida. Established in 2008, the firm provides portfolio construction and manager selection services to ultra-high-net-worth families and individuals. The firm invests across the spectrum of liquid and illiquid opportunities, spanning both traditional, long-only vehicles as well as alternative investments.

Preferred Investment Types

Investment FundsPrivate EquityVenture Capital - Early StageVenture Capital

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningAlternative InvestmentsFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Palm Equity?

Palm Equity is a multi family office (mfo) based in West Palm Beach, United States, managing approximately $300M in assets.

Where is Palm Equity headquartered?

Palm Equity is headquartered in West Palm Beach, United States.

How much does Palm Equity manage?

Palm Equity manages approximately $300M in assets under management.

When was Palm Equity founded?

Palm Equity was founded in 2008.

What does Palm Equity invest in?

Palm Equity focuses on Investment Funds, Private Equity, Venture Capital - Early Stage, Venture Capital, Debt Management, Equity/Mutual Funds, ETFs, Investment Management.

How can I contact Palm Equity?

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