Partnervest Advisory Services Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2000

Year Founded

Partnervest Advisory Services General Information

Description

Partnervest Advisory Services was an investment advisory firm based in Santa Barbara, California. Established in 2001, the firm provided various services such as wealth management, traditional investment management, and alternative investments. As of October 1, 2020, the firm was merged with ChangePath, LLC. The assets were managed by an executive investment team.

Contact Information

Website
www.partnervestadvisorygroup.com
Formerly Known As
Partnervest Advisory Group Inc.
Year Founded
2000
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Chief Financial Officer
Phone
+1 (805)
Corporate Office
  • 1225 Coast Village Road
  • Suite C
  • Santa Barbara, CA 93108
  • United States
+1 (805)

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Partnervest Advisory 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

Partnervest Advisory 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:
    %  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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