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LourdMurray

LourdMurray
2006 FOUNDED
PRIVATE STATUS
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of wealth management and advisory services. The company offers investment, insurance consultancy, tax, estate and retirement planning services to high net worth individuals, families and institutional clients, enabling them to protect and grow their wealth.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Consulting Services (B2B)
Primary Office
  • 9777 Wilshire Boulevard
  • Suite 1018
  • Beverly Hills, CA 90212
  • United States

+1 (310) 000-0000

LourdMurray Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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LourdMurray Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Mercer Advisors Private Equity-Backed Denver, CO 000 00.000 000000000000
0000000 00000 Private Equity-Backed Phoenix, AZ 0000 00000 000000000000 00000
000000 00000 Corporate Backed or Acquired Chesterfield, United Kingdom 00 000000&0
00000000 000000 00 Corporate Backed or Acquired San Diego, CA 000000&0
000 000000 0000000 Corporation Irving, TX
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LourdMurray Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000 000 29-Apr-2019 0000000000 Asset Management 000000 00000
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LourdMurray Subsidiaries (1)

Company Name Industry Location Founded
000000 0000000 000 Asset Management San Diego, CA 0000
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LourdMurray Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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LourdMurray Executive Team (6)

Name Title Board
Seat
Contact
Info
Palmer Murray Managing Partner & Co-Chief Executive Officer
Blaine Lourd Managing Partner, Co-Chief Executive Officer & Founder
Michael Lee President & Chief Operating Officer
Jill Young Chief Compliance Officer & Director of Operations
Jonathan Sumilang Controller
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