Enveda Biosciences
Series C in 2024
Enveda Biosciences is a biotechnology company that employs artificial intelligence-powered tools to investigate and define molecules sourced from living organisms. Its primary objective is to build an exhaustive database of chemical biodiversity, thereby expediting the discovery of novel medicines. The company's innovative drug discovery platform integrates machine learning, metabolomics, and robotics to analyze natural samples for both chemical structure and biological activity, eliminating the need for isolating individual compounds or extensive experimentation. This enables healthcare industry clients to develop a wide range of new medications, from antibiotics to hypotensives.
CH Investment Partners
Acquisition in 2024
CH Investment Partners is a multi-family office based in Dallas, Texas, established in 2011. The firm serves ultra-high net worth families, providing tailored investment advisory services. It operates under a cooperative model, focusing on the unique needs of a select group of families across the nation. CH Investment Partners specializes in developing customized investment portfolios, leveraging a range of asset classes, including private equity, hedge funds, and equities. The executive management team oversees the assets managed by the firm, ensuring a personalized approach to investment management.
American Pain Consortium
Venture Round in 2024
American Pain Consortium offers customized pain management solutions for chronic and acute conditions. Its services include diagnostic imaging, infusion therapy, nerve stimulation, and physical therapy, all delivered through on‑site surgery centers to provide patients with comprehensive care and support a healthier life.
Asset Management Advisors
Acquisition in 2021
Asset Management Advisors offers wealth management services to high-net-worth individuals, families, trusts, and foundations.
True Capital Management
Corporate Round in 2020
True Capital Management is a multi-family office and wealth management firm based in San Francisco, California, founded in 2006. The firm specializes in providing business management and investment advisory services tailored to the needs of professional athletes, entertainers, and high net worth individuals. True Capital offers a comprehensive suite of services, including financial planning, business and risk management, and investment opportunities, all designed to empower clients in managing and growing their wealth. With an open architecture wealth management platform, the firm emphasizes a holistic approach to life management, aiming to support clients throughout their financial journey, including retirement planning. As a Registered Investment Adviser, True Capital Management is committed to delivering personalized and strategic wealth management solutions.
Cypress Wealth Advisors
Acquisition in 2019
Cypress Wealth Advisors is a San Francisco-based firm established in 2004 that provides comprehensive investment solutions and wealth advice to individuals and families. It offers a range of services including investment advisory, multi-generational wealth planning, and tax consultation. The company's investment advisory services encompass analysis of existing holdings, capital markets assessment, asset allocation recommendations, and due diligence on investment opportunities across various asset classes. Additionally, Cypress Wealth Advisors provides estate and tax coordination, philanthropic facilitation, and educational sessions for family members as part of its wealth planning services. The firm also offers tax preparation, transactional planning, and audit defense. Its portfolio asset allocations include fixed income, public equities, private equity, real estate, single strategy hedge funds, and other specialized mandates. Cypress Wealth Advisors operates as a subsidiary of Cresset Asset Management LLC.
Evanston Advisors
Acquisition in 2019
Evanston Advisors is a financial services firm that specializes in investment management, financial planning, family office services, and business consulting. The company focuses on delivering tailored financial advisory and consultation services to individuals and families. By leveraging its in-depth knowledge and expertise, Evanston Advisors aims to create comprehensive investment strategies that meet the unique needs of its clients. Through its diverse offerings, the firm seeks to provide integrated solutions that support the financial goals of families and business owners.