Lim Partners LP

AlphaCore Wealth Advisory, based in Greenwich, CT, is an innovative firm that integrates both alternative and traditional investments into client portfolios to achieve specific financial planning goals. Their team of seasoned experts focuses on personalized client experiences, utilizing advanced technology solutions alongside high-touch service to help families manage their wealth effectively. The firm recently expanded its offerings through a partnership with Callan Capital, launching AlphaCore Family Office Services to enhance multi-generational wealth management. Their strategic approach emphasizes collaboration and tailored investment strategies, providing families with the tools to secure financial futures and facilitate smooth asset transitions across generations. Generated from the website

Talek Investments LLC is associated with The Ropart Group, located in Greenwich, Connecticut. The company operates from their offices at Greenwich Office Park, providing a range of financial services. With a focus on investment opportunities, Talek Investments LLC aims to deliver innovative solutions to meet their clients' needs. Their strategic approach is supported by a dedicated team committed to fostering growth and success in the financial sector. Generated from the website

Palm Ventures is a family investment office based in Greenwich, CT, with a notable 30-year track record of delivering both impact and financial returns. The firm focuses on investing human and financial capital in mission-driven businesses that tackle significant challenges in human and planetary health. What distinguishes Palm Ventures is their ability to make swift decisions and close deals, supported by patient family capital that empowers companies to explore larger opportunities. Their partnerships have been praised for fostering growth and innovation, as demonstrated by the success of firms like DeVry University and MYXfitness under their guidance. Generated from the website