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Phillips Realty Capital collaborates with clients, serving as an extension of their capital markets office to provide a full range of financing services, including investment analysis and valuations, deal pricing and sizing, complete underwriting, deal process management and closing, third-party report review, and loan servicing and administration. Clients include many prominent real estate investors, developers, and owners such as Foulger Pratt, BF Saul, Clark, Donohoe, Lerner, and JBG Smith.
Presidential Bank is a commercial bank firm based in Bethesda, United States. Presidential Bank provides multi-family office Bank Account services for high-net-worth families, foundations and endowments, and institutions.
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Proshare Advisors is a investment management firm based in Bethesda, United States. Proshare Advisors provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Sandbox Financial Partners is a investment management firm based in Bethesda, United States. Sandbox Financial Partners provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Sargent Investment Group, LLC is a investment management firm based in Bethesda, United States. Sargent Investment Group, LLC provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
The Family Firm is a investment management firm based in Bethesda, United States. The Family Firm provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
The Food Partners, headquartered in Washington DC, is the nation’s preeminent investment banking firm to the food industry. TFP provides merger, acquisition and divestiture services, private placements of debt and equity capital, financial restructuring, strategic advisory and loan portfolio services. Clients represent all segments of the food chain and include input, processing, manufacturing, distribution and retail companies as well as the most prominent capital sources to the food industry. TFP serves clients from the Washington DC office and across the nation.
The Ithaka Group is a investment management firm based in Bethesda, United States. The Ithaka Group provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Torray LLC is a investment management firm based in Bethesda, United States. Torray LLC provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Tricapital Advisors, Inc. is a investment management firm based in North Bethesda, United States. Tricapital Advisors, Inc. provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.