Gray Shugrue

Directeur/Membre du Conseil chez First Trust Real Assets Fund

70 ans

Miscellaneous

Provenance du réseau au premier degré de Gray Shugrue

Entité	Type d'entité	Industrie
First Trust Real Assets Fund First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. 7	Mutual Fd-Closed End	Investment Trusts/Mutual Funds	7

Graphique Sociétés connectées au second degré

Relation dans plusieurs entreprises

Sociétés connectées à Gray Shugrue via son réseau personnel

Société	Secteur	Personnes liées	Poste principal
First Trust Hedged Strategies Fund First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Hedged Strategies Fund operates as a closed-end investment fund or Investment trust. The company was founded on March 22, 2023 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Robert Seyferth Michael Peck Terrance Gallagher David Lee Chad Eisenberg Ann Maurer Bernadette Murphy	Director/Board Member President Director/Board Member Chairman Treasurer Corporate Secretary Compliance Officer
The Relative Value Fund The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Robert Seyferth Michael Peck Terrance Gallagher David Lee Chad Eisenberg Ann Maurer Bernadette Murphy	Director/Board Member President Director/Board Member Chairman Treasurer Corporate Secretary Compliance Officer
Infinity Core Alternative Fund Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Robert Seyferth Michael Peck Terrance Gallagher David Lee Chad Eisenberg Ann Maurer Bernadette Murphy	Director/Board Member Chief Executive Officer Director/Board Member Chairman Treasurer Corporate Secretary Compliance Officer
First Trust Private Assets Fund First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Robert Seyferth Michael Peck Terrance Gallagher David Lee Chad Eisenberg Ann Maurer Bernadette Murphy	Director/Board Member President Director/Board Member Chairman Treasurer Corporate Secretary Compliance Officer
First Trust Private Credit Fund First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Robert Seyferth Michael Peck Terrance Gallagher David Lee Chad Eisenberg Ann Maurer Bernadette Murphy	Director/Board Member President Director/Board Member Chairman Treasurer Corporate Secretary Compliance Officer
Variant Alternative Income Fund Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Robert Seyferth Terrance Gallagher David Lee Ann Maurer Bernadette Murphy	Director/Board Member Director/Board Member Chairman Corporate Secretary Compliance Officer
Variant Impact Fund Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US.	Investment Trusts/Mutual Funds	Robert Seyferth Terrance Gallagher David Lee Ann Maurer Bernadette Murphy	Director/Board Member Director/Board Member Chairman Corporate Secretary Compliance Officer
Aspiriant Risk-Managed Real Asset Fund Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Robert Seyferth Terrance Gallagher David Lee Ann Maurer	Director/Board Member Director/Board Member Chairman Corporate Secretary
Aspiriant Risk-Managed Capital Appreciation Fund Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Robert Seyferth Terrance Gallagher David Lee Ann Maurer	Director/Board Member Director/Board Member Chairman Corporate Secretary
Destiny Alternative Fund (Tax Exempt) LLC		Robert Seyferth Terrance Gallagher David Lee	Director/Board Member Director/Board Member Director/Board Member
MyForest Foods Co. MyForest Foods Co. Miscellaneous Commercial ServicesCommercial Services Atlast Food Co. operates as an American food technology company. It develops structural ingredients for plant based, whole cut meat products. The company was founded in 2018 and is headquartered in Green Island, NY.	Miscellaneous Commercial Services	Michael Peck Chad Eisenberg	President Chief Operating Officer
Cliffwater Corporate Lending Fund Cliffwater Corporate Lending Fund Investment Trusts/Mutual FundsMiscellaneous Cliffwater Corporate Lending Fund is a closed-end management investment company that seeks to provide investors interest income from a portfolio of loans to U.S. middle market companies. It provides all investors access to a private debt portfolio with diversification, pricing, and quality of institutional caliber in corporate lending. The company was founded on March 21, 2018 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Ann Maurer Bernadette Murphy	Corporate Secretary Compliance Officer
Vivaldi Capital Management LP Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans.	Investment Managers	Michael Peck Chad Eisenberg	President Chief Operating Officer
UMB Fund Services, Inc. UMB Fund Services, Inc. Financial ConglomeratesFinance At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals. Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve. In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own. That's how they do business at UMB Fund Services, and how they deliver on their brand promise.	Financial Conglomerates	Terrance Gallagher Ann Maurer	Chief Administrative Officer Corporate Officer/Principal
Center Coast Core Mlp Fund I LLC Center Coast Core Mlp Fund I LLC Investment Trusts/Mutual FundsMiscellaneous Center Coast Core Mlp Fund I LLC operates as a non-diversified, closed-end management investment company. Its investment objective is to seek to provide investors with current income and long-term capital appreciation. The company was founded on May 24, 2011 and is headquartered in Houston, TX.	Investment Trusts/Mutual Funds	Robert Seyferth David Lee	Director/Board Member Director/Board Member
Keystone Private Income Fund Keystone Private Income Fund Investment Trusts/Mutual FundsMiscellaneous Keystone Private Income Fund LP is a closed-end management investment company. Its investment objective is to produce current income. The company was founded in 2015 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Terrance Gallagher Ann Maurer	Director/Board Member Corporate Secretary
DePaul University	College/University	Michael Peck Terrance Gallagher	Graduate Degree Graduate Degree
The Optima Dynamic Alternatives Fund The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous The Optima Dynamic Alternatives Fund operates a non-diversified, closed-end management investment fund company. Its primary investment objective is to generate meaningful risk adjusted returns over time. The fund intends to allocate its assets primarily among a range of investment vehicles that are managed by a group of institutional managers. The company was founded on May 12, 2021 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Terrance Gallagher Ann Maurer	Director/Board Member Corporate Secretary
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.	Investment Trusts/Mutual Funds	Bernadette Murphy	Compliance Officer
Redwood Real Estate Income Fund Redwood Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Redwood Real Estate Income Fund operates as an interval fund. It's investment objective is to provide current income and preserve shareholders’ capital. The company was founded on December 19, 2022 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Ann Maurer	Corporate Secretary
GAI Agility Income Fund GAI Agility Income Fund Investment Trusts/Mutual FundsMiscellaneous GAI Agility Income Fund is a non-diversified closed-end management investment company. The fund objective is to seek investment returns over various market cycles, with a majority of such returns derived from income. The company was founded on July 29, 2010 and is headquartered in Charlotte, NC.	Investment Trusts/Mutual Funds	Ann Maurer	Corporate Secretary
Corbin Multi-Strategy Fund LLC Corbin Multi-Strategy Fund LLC Investment Trusts/Mutual FundsMiscellaneous Corbin Multi-Strategy Fund LLC, closed-end management investment company. It engages in allocating capital among various collective investment vehicles. The company was founded on January 4, 2011 and is headquartered Charlotte, NC.	Investment Trusts/Mutual Funds	Ann Maurer	Corporate Secretary
Vigilant Compliance LLC		Bernadette Murphy	Director/Board Member
Client Services, Inc. Client Services, Inc. Miscellaneous Commercial ServicesCommercial Services Client Services, Inc. provides accounts receivable management and customer relationship management solutions. It offers call center solutions in the areas of first-party delinquency outsourcing, post charge-off recovery, retention programs, and customer-acquisition. The firm’s accounts receivables solutions include post charge-off collections, pre charge-off and outsourcing, consulting, skip tracing, bilingual services, debt buying, contact accounts receivable management, and government services. The company was founded in 1987 and is headquartered in St. Charles, MO. C	Miscellaneous Commercial Services	Ann Maurer	Corporate Officer/Principal
B. Riley Capital Management LLC B. Riley Capital Management LLC Investment ManagersFinance B. Riley Capital Management LLC (BRCM) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2012 and is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY). BRCM provides investment advisory services to pooled investment vehicles operating as private investment funds which are offered to institutional and high net-worth investors.	Investment Managers	Bernadette Murphy	Compliance Officer
Brandywine Global Investment Management LLC Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors.	Investment Managers	David Lee	Chief Operating Officer
Client Opinions, Inc. Client Opinions, Inc. Miscellaneous Commercial ServicesCommercial Services Client Opinions, Inc. provides business consulting services. The private company is based in Chapel Hill.	Miscellaneous Commercial Services	David Lee	President
Center Coast Core MLP Fund II LLC Center Coast Core MLP Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Center Coast Core MLP Fund II LLC operates as a closed-end investment fund/investment trust. The company is headquartered in New York, NY.	Investment Trusts/Mutual Funds	Robert Seyferth	Director/Board Member
ANGEL OAK MORTGAGE REIT, INC.	Real Estate Investment Trusts	Michael Peck	Director/Board Member
CommonWealth International Series Trust	Investment Trusts/Mutual Funds	Terrance Gallagher	Treasurer
American Independence Funds Trust	Investment Trusts/Mutual Funds	Terrance Gallagher	Treasurer
Investment Managers Series Trust II Investment Managers Series Trust II Investment Trusts/Mutual FundsMiscellaneous Investment Managers Series Trust II is an open-end management investment company. Its objective is to seek capital appreciation and income. The company was founded on August 20, 2013 and is headquartered in Milwaukee, WI.	Investment Trusts/Mutual Funds	Terrance Gallagher	Chief Executive Officer
Unified Fund Services, Inc. Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006.	Financial Conglomerates	Terrance Gallagher	Corporate Officer/Principal
First Trust Capital Management LP First Trust Capital Management LP Investment ManagersFinance Part of First Trust Capital Solutions LP, First Trust Capital Management LP offers a range of alternative investments including private equity, venture capital, hedge funds, real estate, and private credit. The company is based in Chicago, IL. The company provides these solutions in various structures to financial advisors, family offices, and institutions. The company was founded in 2012. Michael Dillon Peck has been the CEO of the company since 2021.	Investment Managers	Michael Peck	Chief Executive Officer
Vivaldi Holdings LLC		Michael Peck	President
The Bond Cos.		Michael Peck	Corporate Officer/Principal
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.	Major Banks	Michael Peck	Corporate Officer/Principal
Lehigh University	College/University	Michael Peck	Undergraduate Degree
JPMorgan Chase Bank, NA (New York) JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY.	Major Banks	Robert Seyferth	Corporate Officer/Principal