WHEELHOUSE INVESTMENT PARTNERS
Wheelhouse Investment Partners (Wheelhouse Partners) is a boutique asset manager with a mission to improve investment outcomes for Australian retirees. The managers’ core expertise, or ‘wheelhouse’, is the delivery of derivative based solutions that are designed to meet specific client objectives.
WHEELHOUSE INVESTMENT PARTNERS
Industry:
Financial Services
Status:
Active
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Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2021-02-03 | Companion | Wheelhouse Investment Partners investment in Seed Round - Companion | 8 M USD |
| 2020-03-20 | Athletic Brewing | Wheelhouse Investment Partners investment in Series B - Athletic Brewing | 17.5 M USD |
More informations about "Wheelhouse Investment Partners"
Wheelhouse completes independent structure, …
Wheelhouse Partners is an established Australian investment manager that targets income generation and capital preservation by applying systematic derivative overlays to a global equity portfolio. Its flagship fund, the …See details»
Wheelhouse Investment Partners - Investments, Portfolio
Feb 3, 2021 Wheelhouse Investment Partners (Wheelhouse Partners) is a boutique asset manager with a mission to improve investment outcomes. Search Crunchbase. Start Free Trial …See details»
Investment boutique calls time after seven years
Sep 17, 2024 Wheelhouse Investment Partners is closing its doors, having decided it's no longer financially sustainable to continue operating its funds. Wheelhouse Investment Partners was …See details»
Wheelhouse Partners - Crunchbase Investor Profile
Wheelhouse Partners is a leading private equity firm run by partners with deep operating and Venture Capital experience in Silicon Valley. Unlike traditional mid-market private equity firms that rely on financial engineering, Wheelhouse …See details»
Private Equity Executive Ann Berry Joins Wheelhouse as Chief …
Feb 4, 2021 NEW YORK--(BUSINESS WIRE)--Feb 4, 2021-- Wheelhouse CEO Brent Montgomery announced today that Ann Berry, seasoned investment and private equity …See details»
Ann Berry - Chief Investment Officer at Wheelhouse
Ann is the Managing Partner of Wheelhouse 360, Wheelhouse's direct investment platform for equity investing in high growth tech and consumer businesses that receive marketing support from the company's TV production, digital content …See details»
Private Equity Executive Ann Berry Joins Wheelhouse as …
Feb 4, 2021 In addition to Wheelhouse Partners, the group includes production enterprise Wheelhouse Entertainment; in-house brand marketing division Wheelhouse Labs; digital media arm Wheelhouse DNA; and a ...See details»
Boutique asset manager buys out owner - InvestorDaily
Apr 15, 2020 Boutique asset manager Wheelhouse Investment Partners has taken full ownership of its business, having acquired Bennelong Funds Management’s stake in it after a …See details»
Wheelhouse Hires Ann Berry As Chief Investment …
Feb 4, 2021 She will run Wheelhouse Partners, the company’s investment arm. Prior to Cornell Capital, she spent more than a decade at Goldman Sachs, where she negotiated, executed and managed over $1.5B of ...See details»
John Occhipinti – Wheelhousevp
John Occhipinti is the Founder of Wheelhouse Partners. John is a second generation venture capitalist who grew up in Silicon Valley. Prior to Wheelhouse, John was a Partner at Relay Ventures, an early stage venture fund exclusively …See details»
New Venture: Alastair MacLeod on the launch of Wheelhouse …
In partnership with Bennelong Funds Management, Alastair MacLeod and two colleagues established boutique Wheelhouse Partners and, in May, launched the firm's first offering, The …See details»
Wheelhouse Investment Partners - Contacts, Employees, Board …
Wheelhouse Investment Partners (Wheelhouse Partners) is a boutique asset manager with a mission to improve investment outcomes. Search Crunchbase. Start Free Trial . Chrome …See details»
Wheelhouse Partners investment portfolio | PitchBook
Founded in 2017, Wheelhouse Partners is a private equity investment firm based in Menlo Park, California. The firm prefers to invest in companies operating in software-as-a-service, mobile, …See details»
Private Equity Executive Ann Berry Joins Wheelhouse as Chief …
Feb 4, 2021 Wheelhouse CEO Brent Montgomery announced today that Ann Berry, seasoned investment and private equity executive, has joined Wheelhouse as Chief Investment Officer. …See details»
Best-In-State Wealth Management Teams 2024 - Forbes
The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. Forbes’ list was compiled by SHOOK …See details»
Brent Montgomery's Wheelhouse Raises Money from Jeff Bewkes
Apr 24, 2024 Wheelhouse, the production, content and talent management firm founded by Brent Montgomery, has secured an investment from Alignment Growth, the firm founded the …See details»
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Bluestone’s principals have long believed that lower middle-market companies in the defense and government industry represent compelling investment opportunities. The principals’ deep …See details»
Virginia House Partners | BBB Business Profile - Better Business …
Not BBB Accredited. Real EVA Investing in Woodbridge, VA. See BBB rating, reviews, complaints, and more.See details»