Family Office

Parkwood LLC

Investment Details

Investor Type
Family Office

Asset Class Focus
Private Equity, Real Estate, Alternative Investments

Stage Focus
Growth, Late Stage, Buyout

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Real Estate
  • Telecommunications
  • Utilities
  • Media
  • Retail
  • Education
  • Agriculture
  • Transportation
  • Hospitality
  • Manufacturing

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details Founded: 1999

Parkwood LLC is a private financial services firm headquartered in Cleveland, Ohio, established to provide comprehensive investment, accounting, tax, legal, and estate planning services. The firm serves ultra-high-net-worth families and foundations, including the Jack, Joseph and Morton Mandel Foundation, offering a multidisciplinary team of professionals such as lawyers, Certified Public Accountants (CPAs), and Chartered Financial Analysts (CFAs).

The firm's investment strategy is diversified across various asset classes, including private equity, real estate, and alternative investments. Parkwood LLC focuses on growth, late-stage, and buyout investments, primarily within the United States. Its portfolio spans multiple industries, including technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, retail, manufacturing, transportation, utilities, education, hospitality, and agriculture.

Parkwood LLC emphasizes long-term capital preservation and growth, aligning its investment decisions with the goals of its clients. The firm integrates comprehensive financial, tax, and estate planning into its investment approach, ensuring a disciplined and integrated strategy for wealth management and multi-generational stewardship.

Requirements
  • Focus on growth, late-stage, and buyout opportunities
  • Preference for investments within the United States
  • Interest in a diverse range of industries including technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, retail, manufacturing, transportation, utilities, education, hospitality, and agriculture
Contact

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Portfolio Companies
  • U-Haul Holding
  • CVS Health Corporation
  • Nasdaq, Inc.
  • The Charles Schwab Corporation
  • UBS Group AG
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