Cherry Tree was founded in 1980 and has managed eight different partnerships in the last 30 years that have invested in more than 100 companies. Limited Partners include pension funds, corporations, insurance companies, foundations, family offices and high net worth individuals.
Cherry Tree Timeline
| 2009 |
|
Trusted Financial Partners Acquired |
|
Family Wealth Management |
|
|
| 2009 |
|
Adam Smith Family Advisors |
|
Family Wealth Management |
|
| 2006 |
|
Crosswater Financial Acquired |
|
Family Wealth Management |
|
| 2005 |
|
Adam Smith Fund |
|
Public & Private Businesses |
|
| 2005 |
|
Titan Income Holdings |
|
Single Company Partnership |
|
| 2002 |
|
Media Power |
|
Single Company Partnership |
|
| 2001 |
|
School Power |
|
Single Company Partnership |
|
|
