LPbacked

Limited Partners/United States/Carmel

Limited Partners in Carmel

Connect with 18 institutional investors in Carmel, United States.

18
Limited Partners
4
Firm Types
$7.0B
Avg AUM
$2.4B
Median AUM

Overview

Carmel is a major financial hub with 18 Limited Partners spanning 4 different firm types. These institutional investors manage an average of $7.0B in assets under management.

Assets Under Management

Min
$152M
Median
$2.4B
Max
$30.0B

Types of Limited Partners

Firm Type Distribution

Wealth Manager12 (66.67%)
Family Office - Multi3 (16.67%)
Insurance Company2 (11.11%)
Family Office - Single1 (5.56%)

What Carmel LPs Invest In

Limited Partners in Carmel are actively investing in:

Asset Management
Business Services
Financial Services
Healthcare & Life Sciences
Insurance
Internet & E-commerce
Technology

Limited Partners in Carmel

Access detailed information about 18 Limited Partners in Carmel, United States.

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

Oxford Financial Group

Carmel, United States
Family Office - Multi
AUM
$30.0B

CNO Financial Group

Carmel, United States
Insurance Company
AUM
$28.4B

Evanson Asset Management

Carmel, United States
Wealth Manager
AUM
$5.0B

Valeo Financial Advisors

Carmel, United States
Wealth Manager
AUM
$4.9B

Shepherd Financial Investment Advisory

Carmel, United States
Wealth Manager
AUM
$4.5B

Goelzer Investment Management

Carmel, United States
Wealth Manager
AUM
$2.4B

Protective Insurance Company

Carmel, United States
Insurance Company
AUM
$1.0B

Financial Resource Center

Carmel, United States
Wealth Manager
AUM
$400M

Intrepid Financial Planning Group

Carmel, United States
Wealth Manager
AUM
$349M

Monon Wealth Management

Carmel, United States
Wealth Manager
AUM
$258M

Royal Capital Wealth Management

Carmel, United States
Wealth Manager
AUM
$152M

Four Quadrant Wealth Advisors

Carmel, United States
Wealth Manager

Greenleaf Financial Group

Carmel, United States
Wealth Manager

Hageman Group

Carmel, United States
Family Office - Multi

Halter Ferguson Financial

Carmel, United States
Wealth Manager

Panoramic Financial Planning

Carmel, United States
Wealth Manager

Saint Street Holdings

Carmel, United States
Family Office - Multi

Smith Equity Partners

Carmel, United States
Family Office - Single
View All LPs in Carmel

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