Provenance du réseau au premier degré de David Falk
Entité | Type d'entité | Industrie | |
---|---|---|---|
CCM Partners LP
CCM Partners LP Investment ManagersFinance CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities.
8
| Private Company | Investment Managers | 8 |
Cedar Ridge Partners LLC
Cedar Ridge Partners LLC Investment ManagersFinance Founded in 2004 by Alan E. Hart, Cedar Ridge Partners LLC is a hedge fund manager headquartered in Greenwich, Connecticut with an additional office in San Francisco. They manage the Cedar Ridge Investors Fund I LP, the Cedar Ridge Investors Offshore Fund Ltd. and the Cedar Ridge Short-term Cash Fund LP. Cedar Ridge also offers separately managed accounts.
4
| Extinct | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à David Falk via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Head-Equity Investments Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
OneAscent Investment Solutions LLC
OneAscent Investment Solutions LLC Investment ManagersFinance Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations. | Investment Managers | Portfolio Manager-Equities | |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Analyst-Equity | |
University of Illinois | College/University | Undergraduate Degree | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
BlueBay Asset Management LLP
BlueBay Asset Management LLP Investment ManagersFinance BlueBay Asset Management LLP (dba RBC BlueBay) is the Great Britain-based asset management subsidiary of Royal Bank of Canada (NYSE, TSE: RY) in Canada. Headquartered in London, the firm was established in 2001 and manages hedge funds and segregated mandates for institutional clients and high-net worth individuals. RBC BlueBay is a socially responsible investor and signatory of the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Fixed Income | |
Ares Capital Europe Ltd.
Ares Capital Europe Ltd. Investment ManagersFinance Ares Capital Europe Ltd (Ares Capital Europe) is a private equity subsidiary of Ares Credit Group founded in 2007. The firm is headquartered in London, the United Kingdom with additional offices in Paris, Frankfurt, Stockholm, Amsterdam and Madrid. | Investment Managers | Private Equity Investor | |
Colby College | College/University | Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree | |
Oppenheimer + Close LLC
Oppenheimer + Close LLC Investment ManagersFinance Oppenheimer + Close LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Philip Oppenheimer in 1984 as Oppvest II LLC. Oppenheimer + Close manages equity investments for individuals, pension funds, family charitable trusts and foundations through individually managed accounts as well as three domestic partnerships. | Investment Managers | Corporate Officer/Principal | |
University of Connecticut | College/University | Masters Business Admin | |
New York University | College/University | Masters Business Admin | |
Stephen M. Ross School of Business | College/University | Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Syracuse University | College/University | Undergraduate Degree | |
California State University-Chico | College/University | Undergraduate Degree | |
University of California, Davis | College/University | Undergraduate Degree | |
KCM Investment Advisors LLC
KCM Investment Advisors LLC Investment ManagersFinance KCM Investment Advisors LLC is a privately held, SEC-registered investment advisor headquartered in Greenbrae, California. The firm was founded by Jay Kellett in 1996. KCM offers Equity and Fixed Income investment management for families, trusts, endowments and institutions. | Investment Managers | Portfolio Manager-Equities | |
The Florida State University College of Business | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 37 |
Royaume-Uni | 3 |
Suède | 2 |
Sectorielle
Finance | 23 |
Consumer Services | 15 |
Commercial Services | 2 |
Government | 2 |
Process Industries | 2 |
Opérationnelle
Corporate Officer/Principal | 17 |
Portfolio Manager-Fixed Income | 9 |
Portfolio Manager-Equities | 8 |
Undergraduate Degree | 8 |
Masters Business Admin | 6 |
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