Daniel Lloyd Wildermuth
Directeur Général chez Wildermuth Endowment Fund
Profil
Daniel Lloyd Wildermuth was the founder of Kalos Management, Inc. (founded in 2004) and Wildermuth Advisory LLC (founded in 2013), where he held the titles of Chief Executive Officer and Chief Investment Officer respectively.
He is also the founder of Wildermuth Endowment Fund.
Mr. Wildermuth's current job(s) include being the Chief Executive Officer of Kalos Capital, Inc., Chief Executive Officer of Wildermuth Asset Management LLC, Chief Executive Officer of Wildermuth Securities LLC, Director of Clear Guide Medical, Inc., Director of Institutional Real Estate, Inc., Director of Waratek, Inc., Director of DSI Digital LLC, Director of Clearsense LLC, Director of GigaPro, Inc., Director of VirTeca LLC, and Director of Kingdom Investments LLC.
Mr. Wildermuth's former job includes being a Principal at Morgan Stanley & Co. LLC.
Mr. Wildermuth's education history includes an undergraduate degree from Stanford University and an MBA from the University of California, Los Angeles.
Mr. Wildermuth is also the founder of Wildermuth Endowment Fund.
Postes actifs de Daniel Lloyd Wildermuth
| Sociétés | Poste | Début |
|---|---|---|
Clear Guide Medical, Inc.
 Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Clear Guide Medical, Inc. develops navigation technology for image fusion and augmented reality. The firm's products include CLEAR GUIDE ONE, CLEAR GUIDE SCENERGY, VisiMARKER Patient Markers and SteriMASK Sterile Covers. It offers ongoing investment opportunities to support build-out of international sales. The company was founded by Dorothee Heisenberg, Philipp J. Stolka, Emad M. Boctor and Gregory D. Hager in 2010 and is headquartered in Baltimore, MD. | Directeur/Membre du Conseil | 01/01/2016 |
Wildermuth Endowment Fund
 Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. | Directeur Général | - |
Kalos Capital, Inc.
 Kalos Capital, Inc. Investment Banks/BrokersFinance Kalos Capital, Inc. provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Daniel Lloyd Wildermuth. | Directeur Général | - |
Wildermuth Asset Management LLC
 Wildermuth Asset Management LLC Investment ManagersFinance Wildermuth Asset Management LLC provides asset management services. The private company is based in Alpharetta, GA. Daniel Lloyd Wildermuth has been the CEO of the company since 2016. | Directeur Général | 01/01/2016 |
Waratek, Inc.
 Waratek, Inc. Packaged SoftwareTechnology Services Waratek, Inc. designs and develops redundant array independent servers technology. It offers application protection, legacy platforms, virtual patching and zero day defense solutions. The company is headquartered in Woodstock, GA. | Directeur/Membre du Conseil | 01/01/2017 |
GigaPro, Inc.
 GigaPro, Inc. Information Technology ServicesTechnology Services GigaPro, Inc. engages in the provision of technological services. The company is headquartered in Sunnyvale, CA. | Directeur/Membre du Conseil | - |
| Wildermuth Securities LLC | Directeur Général | 01/01/2017 |
Institutional Real Estate, Inc.
 Institutional Real Estate, Inc. Publishing: Books/MagazinesConsumer Services Institutional Real Estate, Inc. provides research and advice to the investment-management, brokerage, development and technology communities. The firm publishes a portfolio of news magazines, special reports and directories for the benefit of global institutional real estate investment community. It provides real estate investment fiduciaries with information and insights on the people, issues, ideas and events driving the global real estate investment marketplace. The company was founded by Geoffrey Dohrmann in 1987 and is headquartered in San Ramon, CA. | Directeur/Membre du Conseil | 01/01/2016 |
DSI Digital LLC
 DSI Digital LLC Packaged SoftwareTechnology Services DSI Digital LLC provides engineering and modeling software services. The firm's product ViZZ is a disruptive VI (Visual Intelligence) software that pairs 3D and AI to enable users to digitally mirror projects and environments from a multitude of sources and programs. Its services include commercial construction, property management, and franchisors. The company was founded by Mitch Hughes in 1989 and is headquartered in Peachtree Corners, GA. | Directeur/Membre du Conseil | 01/01/2017 |
| ░░░░░░░ ░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | ░░░░░░░░░░ |
Anciens postes connus de Daniel Lloyd Wildermuth
| Sociétés | Poste | Fin |
|---|---|---|
| ░░░░░░░░░░ ░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░ ░░░░░░░░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░ ░░░░░░░ ░░░░░ ░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Formation de Daniel Lloyd Wildermuth
| Stanford University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 15 |
|---|---|
Kalos Capital, Inc.
Kalos Capital, Inc. Investment Banks/BrokersFinance Kalos Capital, Inc. provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Daniel Lloyd Wildermuth. | Finance |
Clear Guide Medical, Inc.
Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Clear Guide Medical, Inc. develops navigation technology for image fusion and augmented reality. The firm's products include CLEAR GUIDE ONE, CLEAR GUIDE SCENERGY, VisiMARKER Patient Markers and SteriMASK Sterile Covers. It offers ongoing investment opportunities to support build-out of international sales. The company was founded by Dorothee Heisenberg, Philipp J. Stolka, Emad M. Boctor and Gregory D. Hager in 2010 and is headquartered in Baltimore, MD. | Health Technology |
Wildermuth Endowment Fund
Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. | Miscellaneous |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Institutional Real Estate, Inc.
Institutional Real Estate, Inc. Publishing: Books/MagazinesConsumer Services Institutional Real Estate, Inc. provides research and advice to the investment-management, brokerage, development and technology communities. The firm publishes a portfolio of news magazines, special reports and directories for the benefit of global institutional real estate investment community. It provides real estate investment fiduciaries with information and insights on the people, issues, ideas and events driving the global real estate investment marketplace. The company was founded by Geoffrey Dohrmann in 1987 and is headquartered in San Ramon, CA. | Consumer Services |
Kalos Management, Inc.
 Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Finance |
Wildermuth Advisory LLC
 Wildermuth Advisory LLC Investment ManagersFinance Wildermuth Advisory LLC is an investment advisory firm headquartered in Ponte Vedra Beach, Florida. The firm was founded by Daniel and Carol Wildermuth in 2013 and is owned by Wildermuth Family Trust. They provide investment advice to several clients. | Finance |
Wildermuth Asset Management LLC
Wildermuth Asset Management LLC Investment ManagersFinance Wildermuth Asset Management LLC provides asset management services. The private company is based in Alpharetta, GA. Daniel Lloyd Wildermuth has been the CEO of the company since 2016. | Finance |
Waratek, Inc.
Waratek, Inc. Packaged SoftwareTechnology Services Waratek, Inc. designs and develops redundant array independent servers technology. It offers application protection, legacy platforms, virtual patching and zero day defense solutions. The company is headquartered in Woodstock, GA. | Technology Services |
DSI Digital LLC
DSI Digital LLC Packaged SoftwareTechnology Services DSI Digital LLC provides engineering and modeling software services. The firm's product ViZZ is a disruptive VI (Visual Intelligence) software that pairs 3D and AI to enable users to digitally mirror projects and environments from a multitude of sources and programs. Its services include commercial construction, property management, and franchisors. The company was founded by Mitch Hughes in 1989 and is headquartered in Peachtree Corners, GA. | Technology Services |
Clearsense LLC
 Clearsense LLC Packaged SoftwareTechnology Services Clearsense LLC provides data to health care professionals to provide the patient with quick easy health car. The company was founded by Gene Scheurer, Charles Boicey and Jason Mabry in 2013 and is headquartered in Jacksonville, FL. | Technology Services |
| Wildermuth Securities LLC | |
GigaPro, Inc.
GigaPro, Inc. Information Technology ServicesTechnology Services GigaPro, Inc. engages in the provision of technological services. The company is headquartered in Sunnyvale, CA. | Technology Services |
| VirTeca LLC | |
| Kingdom Investments LLC |
