Carbon Financial Partners Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1998

Year Founded

  • Professionals
  • 1

Professionals

Carbon Financial Partners General Information

Description

Carbon Financial Partners is a wealth management firm based in Edinburgh, Scotland. Established in 1998, the firm is a team of Chartered and Fellow Financial Planners that assists individuals in addressing major financial decisions, including retirement planning and legacy building. The assets are managed by the executive management team.

Contact Information

Website
www.carbonfinancial.co.uk
Formerly Known As
Thomson & Shepherd Investors, HMS (855), Thomson Shepherd, Symington Glass
Year Founded
1998
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Co-Founder & Managing Director
Email
go
Phone
+44 0131
Corporate Office
  • 61 Manor Place
  • Edinburgh EH3 7EG
  • Scotland, United Kingdom
+44 0131

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Carbon Financial Partners 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

Carbon Financial Partners 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:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

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