Updated:
Partners Wealth Management
Partners Wealth Management was established in 1995 by John E. Freiburger. Its wealth origin traces to his financial-services practice that expanded into...
Partners Wealth Management
Partners Wealth Management was established in 1995 by John E. Freiburger. Its wealth origin traces to his financial-services practice that expanded into coordinated advisory for multigenerational clients. The firm deploys across hedge funds, private equity, real estate, fund-of-funds vehicles and direct co-investments or SPVs. Confirmed focuses include ClimateTech, AgriTech & FoodTech, Healthcare Services, PropTech, Mobility & Transportation, Digital Health, Industrial Tech and FinTech. Geographic reach covers North America and Europe. Public equity positions include Apple, Berkshire Hathaway, Eli Lilly and Amazon. The team numbers 13 professionals. Adjacent structures include the Alive Center and Zero Matters foundations. Service providers encompass Kestra Investment Services and PartnersFinancial. The firm operates with an integrated fiduciary model that combines planning, investment management and insurance under one platform, distinct from pure investment or planning boutiques.
General information
Firm type
Multi Family Office
Year founded
1995
Location
Region
North America
Country
United States
City
Naperville
Corporate office
60563, Naperville, IL, US, 1700 Park Street, Suite 200
Principals
John E. Freiburger
Founder and Managing Partner
Joe Bonfiglio
Director of Operations
Davis Green
Director of Strategy and Financial Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Partners Wealth Management?
John E. Freiburger serves as Founder and Managing Partner. Joe Bonfiglio directs operations and Davis Green handles strategy.
Does Partners Wealth Management participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments or SPVs.
What investment stages does Partners Wealth Management typically target?
Confirmed stages include seed, early stage and venture.
Where does the underlying wealth come from?
Wealth stems from founder John E. Freiburger’s financial-services practice.
Does Partners Wealth Management maintain philanthropic structures?
Yes. It supports the Alive Center and Zero Matters foundations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: