2 vehicles RAUM $72.2M 2 investment professionals
2 vehicles reported GAV $2.9M RAUM $146M 2 investment professionals emerging Media and telecom (stated)
As an independent and seasoned professional on personal and business finances, Markle Financial simplifies the complexities of wealth management, and offers comprehensive resources across tax planning, investment, retirement planning, and estate planning. As a personal CFO, Markle Financial streamlines wealth management through a holistic, personable, and robust approach.
2 vehicles, latest 2024 reported GAV $100,000 RAUM $141M 2 investment professionals Education (stated)
•• M• S••••• S••• Luxembourg · m•••••••.lu · SEC exempt reporting adviser
micro VC · probable ••• Locked
1 vehicle 3 investment professionals Energy, utilities and infrastructure (stated)
2 vehicles, latest 2024 RAUM $6.3M 2 investment professionals
•• N••• Maitland, FL · n•••.com · SEC venture capital fund adviser
studio ••• Locked
2 vehicles 2 investment professionals Energy, utilities and infrastructure (stated) Financial services (stated) Hardware and deep tech (stated)
3 vehicles, latest 2023 reported GAV $826M RAUM $5.0B 2 investment professionals Financial services (stated)
2 vehicles 2 investment professionals 1 investment 1 partner-attributed
••• Locked
2 vehicles, latest 2022 reported GAV $4.1M RAUM $380M 2 investment professionals Education (stated)
••• Locked
2 vehicles reported GAV $2.5M RAUM $1.6B 2 investment professionals
2 vehicles, latest 2022 2 investment professionals
1 vehicle, latest 2024 1 investment professional emerging
•• W••••• P••••••• Boston, MA · w•••••••••.com · SEC exempt reporting adviser
candidate 5 vehicles 2 investment professionals 1 investment 1 partner-attributed
One firm, 2 filing advisers on a•••••••••.com · A•• C••••••
••• Locked
2 vehicles 6 investment professionals
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10 vehicles, latest 2024 reported GAV $248M RAUM $160M 6 investment professionals Healthcare services (stated) Life sciences (stated) Software (stated)
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7 vehicles, latest 2017 reported GAV $394M RAUM $500M 6 investment professionals Software (stated)
1 vehicle reported GAV $139,863 4 investment professionals
1 vehicle reported GAV $4.0M 4 investment professionals emerging
1 vehicle, latest 2017 RAUM $1.0B 6 investment professionals Software (stated)
6 vehicles, latest 2023 reported GAV $472M 6 investment professionals
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3 vehicles, latest 2017 reported GAV $147M RAUM $180M 1 investment professional Energy, utilities and infrastructure (stated)
13 vehicles, latest 2024 reported GAV $184M RAUM $286M 6 investment professionals
••• Locked
9 vehicles, latest 2021 reported GAV $605M RAUM $948M 4 investment professionals 1 investment
1 vehicle, latest 2016 4 investment professionals
2 vehicles 1 investment professional 1 investment 1 partner-attributed
1 vehicle, latest 2019 reported GAV $2.4M 4 investment professionals emerging
•• H•• C••••••• L•• Dallas, TX · h•••••••••.com · SEC registered investment adviser
candidate ••• Locked
55 vehicles, latest 2024 reported GAV $159M RAUM $195M 6 investment professionals
••• Locked
1 vehicle, latest 2020 reported GAV $9.6M RAUM $7.6B 4 investment professionals Energy, utilities and infrastructure (stated)
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2 vehicles, latest 2021 reported GAV $191M RAUM $516M 6 investment professionals
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1 vehicle, latest 2024 reported GAV $14.5M 1 investment professional emerging Software (stated)
1 vehicle 2 investment professionals
1 vehicle reported GAV $5.0M 4 investment professionals
3 vehicles, latest 2017 reported GAV $171M RAUM $326M 6 investment professionals 1 investment 1 co-investors
•• R•• P••••••• Miami, FL · r•••••••••.com · SEC registered investment adviser
candidate ••• Locked
4 vehicles, latest 2021 reported GAV $125M RAUM $212M 6 investment professionals Healthcare services (stated) Life sciences (stated)
••• Locked
1 vehicle, latest 2013 reported GAV $8.4M RAUM $261M 6 investment professionals Consumer products and retail (stated) Consumer services (stated) Energy, utilities and infrastructure (stated)
••• Locked
1 vehicle 4 investment professionals emerging
One firm, 3 filing advisers on s•••••.com · S•••••
••• Locked
1 vehicle, latest 2022 reported GAV $6.1M RAUM $198B 4 investment professionals Energy, utilities and infrastructure (stated) Software (stated)
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1 vehicle, latest 2017 reported GAV $31.1M RAUM $358M 6 investment professionals Consumer products and retail (stated) Consumer services (stated) Energy, utilities and infrastructure (stated)
1 vehicle 4 investment professionals
4 vehicles, latest 2015 reported GAV $47.5M RAUM $828M 6 investment professionals Energy, utilities and infrastructure (stated)
5 vehicles, latest 2015 reported GAV $31.2M 6 investment professionals
PE w/ venture · candidate ••• Locked
1 vehicle, latest 2017 reported GAV $526M RAUM $1.2B 2 investment professionals 2 investments 1 partner-attributed 1 co-investors Software (stated)
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2 vehicles reported GAV $531M RAUM $455M 2 investment professionals 2 investments 2 partner-attributed
PE w/ venture · candidate ••• Locked
5 vehicles, latest 2023 2 investment professionals 2 investments Energy, utilities and infrastructure (stated) Manufacturing (stated)
••• Locked
1 vehicle 2 investment professionals 1 investment 1 partner-attributed 1 co-investors Software (stated)
••• Locked
4 vehicles RAUM $4.9B 2 investment professionals 2 investments Software (stated)
••• Locked
5 vehicles reported GAV $89.1M RAUM $280M 2 investment professionals 2 investments 2 partner-attributed Consumer products and retail (stated) Consumer services (stated)
2 vehicles, latest 2022 reported GAV $10.3M 1 investment professional
••• Locked
1 vehicle, latest 2022 1 investment professional
••• Locked
2 vehicles, latest 2024 reported GAV $4.9M 1 investment professional emerging Hardware and deep tech (stated) Software (stated)