Atlantic Wealth Partners
Multi family office in Jupiter, United States, founded 1999; focus on real estate.
Identity
- HEADQUARTERS
- Jupiter, United States
- OFFICES
- West Palm Beach, FL, United States
- FOUNDED
- 1999
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
Headquartered in Jupiter, United States, the firm is listed as a multi family office founded in 1999. Sectors on record are real estate. Other offices: West Palm Beach, FL, United States; 2 people are named on its team.
People
- Cody DanielsChief Operating Officer and Portfolio Manager · source
- Stephen T. OlsonFounder and CEO · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Atlantic Wealth Partners is a multi family office based in Jupiter, the United States, founded in 1999.
Atlantic Wealth Partners does not publicly state whether it invests directly or through funds.
Atlantic Wealth Partners invests in Real Estate & PropTech.
Key people at Atlantic Wealth Partners include Stephen T. Olson (Founder and CEO) and Cody Daniels (Chief Operating Officer and Portfolio Manager).