Bancor Financial Services Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 1987
Founded
  • Professionals
  • 1
Professionals

Bancor Financial Services General Information

Description

Bancor Financial Services is a wealth management firm based in Pasadena, California. Established in 1987, the firm provides outsourced CFO work and accounting service such as financial planning, tax planning, retirement planning and investment management to small and medium size businesses. The assets of the firm are managed by the executive management team.

Contact Information

Website
Year Founded
1987
Open To Secondaries
0000
Open To First Time Founds
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Institution Type
Wealth Management Firm
Primary Contact
0000000 0000
Title
Chief Executive Officer & President
Email
0000@000000.000
Phone
+0 (000) 000 0000
Primary Office
  • 260 South Los Robles Avenue
  • Suite 325
  • Pasadena, CA 91101
  • United States
+1 (626) 000-0000
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Bancor Financial Services Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Bancor Financial Services Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Bancor Financial Services Team (1)

Name Title Office
Douglas Huff Chief Executive Officer & President Pasadena, CA
To view Bancor Financial Services’s complete team members history, request access »