Litman Gregory Wealth Management is a multi-family office in Larkspur, California, founded in 1987. Clients include third-party investment advisers, non-profit organizations, estates, trusts, high-net-worth individuals, and corporations, who receive portfolio management, personal wealth management & investment advisory services. For more than three decades, the firm has concentrated on personalized wealth management and thorough investment research for individuals and multigenerational families pursuing their financial goals. It also supports nonprofit organizations, serving as fiduciary partner and as an outsourced CIO.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| 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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