Choreo
Overview
Choreo is an independent wealth management firm based in Rockford, Illinois, offering comprehensive financial advisory services to individuals and families. The firm specializes in private equity and private real estate investments, focusing on growth, late-stage, and buyout opportunities across various industries, including financial services, real estate, healthcare, technology, and consumer goods. Choreo operates nationwide, with a significant presence in the United States, and manages assets ranging from $10 million to $500 million per investment. The firm's investment philosophy emphasizes a client-centric approach, aiming to improve the financial well-being of clients, their families, and the communities they serve. Choreo's experienced advisors provide tailored solutions to meet the diverse needs of their clients, ensuring a personalized and strategic approach to wealth management. The firm has a track record of successful investments and continues to expand its portfolio, demonstrating a commitment to delivering value and growth for its clients. Choreo's dedication to excellence and client satisfaction has established it as a reputable and trusted partner in the wealth management industry.
Investment Focus
- Focus on growth, late-stage, and buyout opportunities
- Interest in private equity and private real estate sectors
- Alignment with Choreo's client-centric investment philosophy
- Commitment to long-term investment horizons
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Choreo
What sectors does Choreo invest in?
Choreo invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Illinois, United States. Choreo is listed as a institutional investor in the ConnectSafely investor database.
What stage does Choreo invest at?
Choreo backs companies at Growth, Late Stage and Buyout, writing cheques of 10M - 500M.
Which regions does Choreo invest in?
Choreo invests across United States.
What companies has Choreo invested in?
Choreo's portfolio includes Advanced Manufacturing Co., Renewable Resources Ltd., AgriTech Ventures, Urban Living Developments, Global Tech Solutions, NextGen Communications, Digital Media Networks and ABC Corporation.
Last updated · Source: ConnectSafely investor database
