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We are a premier managed account platform supporting sophisticated asset owners. We specialize in structuring and operating internal and external allocations for large institutions. Our team provides risk, legal, compliance, and operational services powered by IT capabilities. By customizing and designing these frameworks, we enable access to a broad range of asset classes through a multi-jurisdictional open architecture.
Since 1898, Bartlett has managed the assets of high net worth individuals and families. It is the relationship that we build with our clients that sets us apart -- relationships often spanning generations. Our clients expect and receive unmatched
Dolphin Capital Management Inc is a Tampa, FL-based company in the Financial Services sector.
Harvest Investments, Ltd is a Burr Ridge, IL-based company in the Financial Services sector.
Black Canyon Capital is a Los Angeles, CA-based company in the Financial Services sector.