Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, Brazil, France, Italy, Denmark, Switzerland, Spain, Mexico, South Korea, Netherlands, Sweden, Belgium, Norway
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Consumer Services
- Industrial Goods
- Basic Materials
- Consumer Non-Durables
- Health Services
- Technology Services
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2015
Procyon Partners is an independent financial advisory firm headquartered in Shelton, Connecticut, specializing in providing fiduciary investment advisory services to institutions and personal wealth management services to individuals and families. The firm manages approximately $8 billion in client assets and offers a comprehensive range of services, including financial planning, portfolio management, and retirement plan consulting. Procyon Partners is committed to delivering unbiased, timely, and actionable advice, adhering to the industry's highest fiduciary standards. The firm operates with a strong culture of service, gratitude, and a desire to make a meaningful impact through various charitable and community initiatives. Procyon Partners is a member of the Dynasty Financial Partners Network, which provides access to a broad array of resources and capabilities to enhance client service and support the firm's growth objectives.
Requirements
- Minimum investment size: $1,000,000
- Maximum investment size: $50,000,000
Contact
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Portfolio Companies
- Microsoft Corporation
- Apple Inc
- Nvidia Corp
- Amazon.com Inc.
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