5 Additional Family Office Profiles updated to the MarketCurrents Database
June 12, 2023
The MarketCurrents Data service furnishes you with information regarding the data points of the most affluent families and investors worldwide. Recently, our database has been updated with five more family office profiles. Here’s a summary of these updated family office profiles.
Aeterna Capital Partners, headquartered in New York City, is a privately-owned investment firm backed by a New York-based family office. The company focuses on investments in the lower middle market, with a specific emphasis on private equity and debt. Aeterna’s investment strategy spans the entire balance sheet, with a particular preference for mezzanine loans and structured private equity. The firm targets industries that offer industrial, consumer, financial, and business services as their primary investment areas.
AFO Group, a Single-Family Office established by renowned real estate executive Michael Alpert, is headquartered in New York City. This privately-held firm specializes in making investments in various industries, with a particular focus on early to late-stage opportunities. AFO Group actively seeks investment prospects in the Technology, Consumer Packaged Goods (CPG), Retail, Finance, and other sectors.
Agusta Investments, a single-family office headquartered in Monaco, was established in 2011. The firm specializes in direct real estate investments and technological enterprises, forming the core focus of its investment portfolio. With a strong emphasis on these sectors, Agusta Investments aims to identify and capitalize on lucrative opportunities in both the real estate market and the technology industry. By strategically allocating capital and leveraging its expertise, the firm seeks to generate sustainable returns and foster the growth of innovative ventures in these fields.
The Arthur Waser Group, a single-family business entrusted with managing the assets of Arthur Waser, is headquartered in Lucerne, Switzerland. With a commitment to long-term and economically sustainable investments, the group diligently seeks out viable opportunities to grow and preserve wealth. As part of its investment strategy, the Arthur Waser Group manages its own real estate holdings while also making investments in foreign securities. The company places particular emphasis on conservative investment approaches, prioritizing stability and long-term prosperity over short-term gains.
Ash Crest is a single-family office established with the purpose of preserving and expanding capital assets. The firm’s assets predominantly stem from dividends generated by a closely-held operating company that has evolved over nearly five decades to become the largest privately-owned wholesale brokerage firm in the United States for life insurance, annuities, disability income, and long-term care products, known as Ash Brokerage Corporation. Within its investment portfolio, Ash Crest encompasses a diverse range of assets. This includes high net worth life insurance and annuity products, as well as financial services that cater to affluent individuals. The firm also holds investments in real estate, engaging in property acquisitions and management. Additionally, Ash Crest has interests in the retail dealership sector, actively participating in the automotive industry. The hospitality sector is another area of focus, with investments made in hotels, resorts, or related ventures. Lastly, the firm has made strategic investments in software, data, and analytics, recognizing the importance of technology-driven solutions in today’s business landscape.
MarketCurrents Data provides extensive information about Global Single Family Offices, making it an excellent source for learning more about the family office mentioned above.
