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A technology-related real estate fund co-sponsored by ICONIQ Capital, LLC and an affiliate of Iron Point Partners, LLC.
Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.
Harvest Investments, Ltd is a Burr Ridge, IL-based company in the Financial Services sector.
TOMS Capital is a family office run by Noam Gottesman, and handles his personal investments, art, and philanthopy
Traditions Health provides hospice and home health services, helping patients have the best quality of life possible surrounded by the people they love. Locations in Texas, Arizona, and California.