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Family Office

Wand Partners

Wand Partners invests a family's own capital, often with no fixed holding period, from United States. It states a focus on financial services.

Disclosed holdings2
Earliest stated investment2017
HeadquartersUnited States
Largest single fundNot stated

Stated investment criteria

What Wand Partners says it buys

Read from Wand Partners’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

Founded19871

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Wand Partners states that it takes majority or outright ownership. Nothing here is a commitment by Wand Partners to consider any particular business, and nothing on this page is represented as being for sale.

Portfolio

Disclosed holdings

Companies Wand Partners lists on its own website. 1 carry a stated investment year.

CompanyInvestedYears heldRecorded transaction
Aeolus Capital Management20179
Elliott Managment

Compiled from Wand Partners’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.

Valuation context

Transaction values in Financial Services

What companies have actually sold for in financial services, across 726 recorded transactions.

Median consideration$107m
Middle 50%$35m-$267m
Revenue multiple3.6×
EBITDA multiple9.55×

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Comparable investors

Similar mandates

Other family office investors active in financial services.