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Loggerhead Partners offers independent financial and strategic advisory services, focusing on global family office solutions and bespoke corporate structuring. The firm delivers integrated expertise across wealth management and consulting, designed to enhance the financial and operational performance for its discerning clientele through comprehensive guidance and strategic insights.
Founded in 2014, Loggerhead Partners was established by Marios S. Kalochoritis, a prominent figure in the firm's leadership. The initial insight was born from the complex and evolving requirements of ultra-high net worth individuals and families, highlighting the need for a more integrated and highly personalized approach to global wealth management and strategic counsel.
Loggerhead Partners serves ultra-high net worth individuals and their families, assisting them in managing, growing, and preserving their global wealth across international jurisdictions. The company's vision is to act as a trusted, long-term partner, empowering clients to navigate intricate financial landscapes confidently and achieve enduring prosperity through expert, tailored advisory services.
Loggerhead Partners has 1 tracked investment across 1 company. The latest tracked deal is $7.1M Series A in CyberUpgrade in February 2026.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Feb 19, 2026 | CyberUpgrade | $7.1M Series A | Viktoras Jucikas | FirstPick, NGL Ventures, Operator Stack, Specialist VC, Superhero Capital |