Peapack-Gladstone Bank
Peapack-Gladstone Bank is a commercial bank that provides innovative private banking services to businesses, non-profits and consumers which help them to establish, maintain and expand their legacy. Through its private banking locations in Bedminster, Morristown, Princeton and Teaneck, its wealth management* and commercial private banking divisions, and its retail private banking network and online platforms, Peapack-Gladstone Bank has proven to be a high performing boutique bank, leaders in wealth, lending and deposit solutions, known nationally for unparalleled client service, integrity and trust.
Point View Wealth Management
Acquisition in 2019
Point View Wealth Management is an independent, fee-only registered investment advisor based in Summit, New Jersey. The firm specializes in offering tailored portfolio management services and comprehensive financial planning designed to meet the individual needs of its clients. By focusing on personalized strategies, Point View Wealth Management aims to help clients navigate their financial journeys effectively.
Four Springs Capital Trust
Debt Financing in 2018
Four Springs Capital Trust is a private real estate investment firm based in Lake Como, New Jersey, established in 2012. The company specializes in acquiring and managing a diversified portfolio of single-tenant net lease properties, focusing on sectors such as industrial, medical, retail, and office spaces. It targets high-quality tenants and seeks properties with remaining lease terms exceeding ten years, which include contractual rent increases. By actively managing its portfolio, Four Springs Capital Trust aims to provide a stable and diversified tenant base, catering to the income-producing commercial real estate market across the United States.
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