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Investments

1

Portfolio Exits

1

Funds

2

About Private Wealth Partners

Private Wealth Partners is an employee-owned registered investment advisor. Private Wealth Partners has been serving the investment management needs of high net-worth individuals, families, recognized institutions and charitable organizations.

Private Wealth Partners Headquarter Location

80 East Sir Francis Drake Boulevard

Larkspur, California, 94939,

United States

(415) 461-3850

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Latest Private Wealth Partners News

Two Private Wealth Partners Listed In Spear’s 500 Latest Rankings

Jan 19, 2021

Two Private Wealth Partners Listed In Spear’s 500 Latest Rankings Paula Myers And Alex Ruffel Make Exclusive List Two of Irwin Mitchell’s partners have been named in the prestigious Spear’s 500 2021 directory. The Spear’s 500 covers the top individuals in the private client sector both in the UK and internationally, focusing on wealth management, law and advisory services. The respected directory is recognised as an industry-leading standard thanks to its comprehensive research scheme. National head of Tax, Trust, Estates and Disputes, Paula Myers, has made the Top 10 Contentious Trust Lawyers list while Tax, Trusts and Estates partner Alex Ruffel, who heads up the London team and specialises in international tax, was named in the Recommended Tax & Trust Lawyers section. Alex was praised for her ‘technical abilities in sophisticated tax issues’. Expert Opinion “It’s absolutely brilliant to see that our expertise has been recognised in the latest Spear’s 500 guide. Alex and I are very pleased to have been listed amongst such prestigious company across the private client industry. “We would absolutely not be able to do the work that we do without the support of our teams, both regionally and nationally. We truly are national in the way that we work and their hard work and support is invaluable. “I would like to extend my congratulations to all of those listed and I hope we can have even more of our excellent team listed in the 2022 edition.” Paula Myers – Partner The move comes after Irwin Mitchell’s private wealth division was recognised with several accolades in recent months; the Tax, Trusts & Estates team won Private Client Legal Team of the Year (large firm) at the STEP Private Client Awards in December 2020.

Private Wealth Partners Investments

1 Investments

Private Wealth Partners has made 1 investments. Their latest investment was in Pear Therapeutics as part of their Series C on January 1, 2019.

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Private Wealth Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/4/2019

Series C

Pear Therapeutics

$64M

Yes

6

Date

1/4/2019

Round

Series C

Company

Pear Therapeutics

Amount

$64M

New?

Yes

Co-Investors

Sources

6

Private Wealth Partners Portfolio Exits

1 Portfolio Exit

Private Wealth Partners has 1 portfolio exit. Their latest portfolio exit was Pear Therapeutics on June 22, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

6/22/2021

Acq - Pending

$991

5

Date

6/22/2021

Exit

Acq - Pending

Companies

Valuation

$991

Acquirer

Sources

5

Private Wealth Partners Fund History

2 Fund Histories

Private Wealth Partners has 2 funds, including Blue Water Life Science Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

4/19/2017

Blue Water Life Science Fund

$6M

1

Blue Water Special Opportunities

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$99M

10

Closing Date

4/19/2017

Fund

Blue Water Life Science Fund

Blue Water Special Opportunities

Fund Type

Subscribe to see more

Status

Amount

$6M

$99M

Sources

1

10

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