The Millstone Evans Group, LLC
Overview
The Millstone Evans Group, LLC is a financial advisory firm based in Boulder, Colorado, specializing in investment management and financial planning for individuals and institutions. They offer a range of services, including financial planning, portfolio management, and ESG-focused investing. Their approach emphasizes clear communication and personalized solutions to help clients navigate various life stages and financial goals. The firm's investment strategy encompasses multiple asset classes, such as fixed income, private equity, real estate, and venture capital. They cater to various stages of investment, including early-stage, growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily within the United States, serving clients across the country. With assets under management totaling approximately $777.9 million, The Millstone Evans Group, LLC manages a diverse portfolio across multiple industries, including financial services, healthcare, technology, energy, consumer goods, industrial goods, materials, telecommunications, utilities, media, retail, transportation, real estate, education, and government. Their investment philosophy centers on providing tailored financial solutions that align with clients' unique objectives and values, fostering long-term relationships built on trust and mutual respect.
Investment Focus
- Accredited investor status required
- Commitment to long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about The Millstone Evans Group, LLC
What sectors does The Millstone Evans Group, LLC invest in?
The Millstone Evans Group, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Colorado, United States. The Millstone Evans Group, LLC is listed as a other in the ConnectSafely investor database.
What stage does The Millstone Evans Group, LLC invest at?
The Millstone Evans Group, LLC backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does The Millstone Evans Group, LLC invest in?
The Millstone Evans Group, LLC invests across United States.
What companies has The Millstone Evans Group, LLC invested in?
The Millstone Evans Group, LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Uber.
Last updated · Source: ConnectSafely investor database
