Inlet Private Wealth, LLC

Overview

Inlet Private Wealth, LLC is an SEC-registered investment adviser headquartered in Jupiter, Florida. The firm specializes in providing personalized wealth management solutions to high-net-worth individuals and families, focusing on understanding each client's unique financial goals and circumstances. Their services include investment management, trust and estate planning, philanthropic planning, tax planning, and family education and governance. The firm's investment strategy is tailored to each client's financial aspirations, risk tolerance, and personal circumstances. Inlet Private Wealth constructs bespoke portfolios, avoiding reliance on 'style boxes' or proprietary products, and emphasizes objective, independent advice. Their asset class focus includes private equity and real estate, with investment stages ranging from growth and late stage to pre-IPO and buyout. Inlet Private Wealth's geographical focus is primarily within the United States, serving clients across the country. The firm has a diverse portfolio across various industries, including financial services, real estate, healthcare, technology, consumer goods, energy, utilities, telecommunications, materials, industrials, consumer services, basic materials, consumer non-durables, technology hardware, and software. Their investment sizes typically range from $1 million to $50 million, catering to the needs of affluent families and individuals seeking customized wealth management solutions.

Investment Focus

• High-net-worth individuals and families seeking personalized wealth management solutions

Portfolio Companies