Sergan Management is a wealth management firm in Geneva, Switzerland, founded in 2015. It is a boutique business strategy consulting and wealth management company whose main goal is to protect and grow client wealth, whether built up over the years or generated continuously through commercial activities and investments. The firm also provides family office services, preparing families for the money they hold now and in the future. It serves the specific needs of high-net-worth individuals, their families, and family offices. Sergan is an owner-managed boutique asset manager, co-managed by its founders and partners Anna and Sergey Vakula.
| 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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