Allen, Mooney & Barnes is a wealth manager based in Thomasville, United States, established in 2001. The firm states that it dedicates its full attention and resources to a limited number of clients and focuses on long-term, one-to-one relationships with customized service. Its activities are organised in three groups. The wealth management group takes a holistic approach, reviewing clients' assets, accounts, portfolios and other holdings to set growth and preservation strategies. An investment banking division focuses solely on healthcare and cites more than 70 years of combined healthcare investment banking experience, advising sellers and investors on acquisitions, recapitalizations and growth investments. A professional group offers a similar holistic wealth approach.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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