Ariadne Wealth Management
Overview
Ariadne Wealth Management is a family office based in Santa Barbara, California, providing comprehensive wealth management services. The firm focuses on growing and protecting wealth for high-net-worth individuals and families, aligning investments with clients' values and goals. Their services include customized investment plans, tax optimization strategies, and family office services, all aimed at supporting clients' financial objectives and charitable endeavors. The firm's investment approach emphasizes thoughtful due diligence and disciplined risk management. They offer a diversified portfolio that spans U.S. and international public and private equity, real estate, fixed income, and alternative assets. This strategy is designed to both protect and grow wealth, with a focus on where risk and opportunity intersect. Ariadne Wealth Management works closely with clients' estate planners, accountants, and other family professionals to efficiently manage wealth and ensure that investments reflect clients' values. Led by Chief Investment Officer Gene Dongieux, the team at Ariadne Wealth Management combines deep industry expertise with innovative approaches to investment management. Their commitment to personalized service ensures that each client's unique financial goals are prioritized, fostering long-term success through thoughtful planning and disciplined execution.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management services
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Ariadne Wealth Management
What sectors does Ariadne Wealth Management invest in?
Ariadne Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Santa Barbara, California, United States. Ariadne Wealth Management is listed as a family office in the ConnectSafely investor database.
What stage does Ariadne Wealth Management invest at?
Ariadne Wealth Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Ariadne Wealth Management invest in?
Ariadne Wealth Management invests across United States.
Who are the partners at Ariadne Wealth Management?
Team members listed for Ariadne Wealth Management include Rick DuBreuil (Co-Founder & Portfolio Manager) and Gene Dongieux (Co Founder and Chief Investment Officer).
What companies has Ariadne Wealth Management invested in?
Ariadne Wealth Management's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Uber and Google.
How do I contact Ariadne Wealth Management?
Ariadne Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
