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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
Founded in 2008, Lincoln Peak Capital is a long-term, supportive equity partner to entrepreneurial management teams of high-quality asset management firms. Leveraging its deep industry experience and proven value-add approach, Lincoln Peak provides capital and expertise to help its partner firms successfully transition ownership and enhance their core capabilities. Since inception, Lincoln Peak has invested in category-leading asset management firms that collectively manage more than $100 billion.
Northern Rivers Capital Management is a Mossy Head, FL-based company in the Financial Services sector.
Carlisle Enterprises is a San Diego, CA-based company in the Financial Services sector.
eMINK Corp. is a Lake Forest, CA-based company in the Financial Services sector.