ESTANCIA

Estancia is a private equity firm focused on small to lower middle market investments in Institutional Quality Asset Management, Wealth Management and related Business Services companies. The Principals โ Messrs. Mendez, Moriuchi, Kang, Jeffries and Kurttila โ have a history of partnering with management and investment teams in providing equity, growth and working capital to facilitate strategic and opportunistic development of portfolio companies, including management buy-outs from larger financial firms, private ownership/succession transitions, growth initiatives and investment team lift-outs. Estancia is currently investing its first institutional fund, Estancia Capital Partners, L.P., on behalf of a diversified base of over 40 Limited Partners.
ESTANCIA
Status:
Active
Contact:
215-990-3826
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Investments List
Date | Company | Article | Money raised |
---|---|---|---|
2015-12-09 | Redwood Investments | Estancia investment in Private Equity Round - Redwood Investments | N/A |
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