Moneta Group, headquartered in Saint Louis, Missouri, is a wealth management firm that dates to 1869. It offers Family CFO services to clients whose finances are complex. For high-net-worth individuals and families, the firm gives tailored counsel on preserving, growing and administering wealth. Its family office offering covers financial planning, estate planning, tax planning, investment services and trust administration. Moneta's financial advisors serve clients at every point of the wealth life cycle, from young high earners working toward lasting wealth to ultra-high-net-worth families with multi-generation legacies. Advisors build earning, spending, saving and tax strategies aimed at the future each client envisions, helping them secure the financial wealth they hold today. The firm then handles the detailed work of carrying out the plan.
| 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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