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Loeb Partners Management, Inc.

EST. AUM
$250,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number 107598
Website loebpartners.com
Client types

Overview

Loeb's operations encompass private equity investments through its parent entity, Loeb Holding Corporation, and wealth management services via its registered investment advisor, Loeb Partners Corporation. The firm prioritizes long-term client relationships by offering independent, customized advice to develop unique solutions. As a privately held enterprise, Loeb is not bound by short-term objectives, allowing it the flexibility to invest alongside clients and, when necessary, provide essential growth capital.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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