Parkwood LLC: US-based investment advisory, offering tax planning, private equity support, and real estate services.
Location
Cleveland, OH, US
Founded
1997
Parkwood LLC is a private financial services company based in Cleveland, Ohio, providing comprehensive investment advisory services. The firm focuses on multi-generational tax and estate planning, strategic support for private equities, and real estate direct investments. Parkwood's expertise spans various stages of investment, including Series C, D, and F rounds.
The company boasts a team of trusted experts, including lawyers, Certified Public Accountants (CPAs), and Chartered Financial Analysts (CFAs). Parkwood's portfolio includes notable companies such as Epirus, Kallyope, Octane, and Tealium. In addition to serving private clients, Parkwood provides services to the Jack, Joseph and Morton Mandel Foundation, offering a full range of private trust services and tailored financial solutions.
Parkwood - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies5
Current Portfolio Count5
Top Investment Stages
Series D2 (50.0%)
Series C1 (25.0%)
Series F1 (25.0%)
Stage Mix
Series D 50%Series C 25%Series F 25%
Concentration shown as share of disclosed investments by stage.
