Wacker Wealth Partners

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Wacker Wealth Partners — overview

Type

Hedge Fund Manager

Location

San Luis Obispo, CA, US

Alternative Asset Class

HF

Established

1987

Firm Ownership

-

Investment Team Staff

Total Staff

23

About

California-based, Wacker Wealth Partners formerly R.E. Wacker Associates provides wealth management, financial and investment planning, and investment management services to individuals, families, and fiduciaries. The firm's clients are all US-based. Its services include financial planning and portfolio management. As of Q4 2014, Wacker Wealth Partners advised on total assets of USD 730 million, of which USD 126 million was invested in alternative investments. The firm invests solely in domestic vehicles across the private equity, real estate, and private debt asset classes and has the condition that funds, in which they invest, must not trade in the public market.
Asset ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds--

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