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Angeles Wealth Management is a national, SEC-registered wealth management firm serving generationally wealthy families. Providing ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors, the firm`s private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, $36B AUA Angeles Investment Advisors, an advisor to prestigious endowments, foundations, and institutions. Angeles Wealth works with the families its serves to understand their unique needs, including generational planning, family dynamics and charitable goals. Founded in 2011, Angeles Wealth is headquartered in Santa Monica, and has offices in New York City, Chicago and Houston.
Putnam Lovell NBF is a San Francisco, CA-based company in the Financial Services sector.
Oak Hill Invesments is a Menlo Park, CA-based company in the Financial Services sector.
Green Ginger Investment Advisors is a Cleveland, OH-based company in the Financial Services sector.
Santé Ventures is a life sciences venture capital firm that invests exclusively in early-stage companies developing innovative new medical technologies or healthcare delivery models. The firm was founded in 2006 and has over $400 million in capital under management in three funds.