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James Harvey Lee
Fondateur chez Ascendant Advisors Group LLC
Provenance du réseau au premier degré de James Harvey Lee
Entité | Type d'entité | Industrie | |
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Ascendant Advisors LLC
![]() Ascendant Advisors LLC Investment ManagersFinance Ascendant Advisors LLC is an investment management firm headquartered in Houston, Texas. The firm was originally formed in 1970 as Texas Investment Management Co. and was later renamed John H. Lee & Co. In 1983, they became known as Pension Management Co. In July 2009, the firm was purchased by a group of strategic investors, acquired new management and became known as Ascendant Advisors LLC. They are a subsidiary of Ascendant Advisors Group LLC. Ascendant Advisors manages assets of individual and institutional clients.
7
| Subsidiary | Investment Managers | 7 |
Ascendant Advisors Group LLC
![]() Ascendant Advisors Group LLC Investment ManagersFinance Ascendant Advisors Group LLC provides active portfolio management services to high net worth families and institutions. It uses quantitative research techniques to analyze fundamental and technical factors in order to identify securities that are expected to outperform and then rotate portfolio holdings as conditions change. The company was founded in 1970 by James Harvey Lee and is headquartered in Houston, TX.
2
| Private Company | Investment Managers | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à James Harvey Lee via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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ABM INDUSTRIES INCORPORATED | Miscellaneous Commercial Services | Director/Board Member | |
GRIFFON CORPORATION | Building Products | Director/Board Member | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | 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 | Chairman | |
Beutel, Goodman & Co. Ltd.
![]() Beutel, Goodman & Co. Ltd. Investment ManagersFinance Beutel Goodman & Co. Ltd. (Beutel Goodman) is a privately-owned, independent Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Austin Beutel and Ned Goodman in 1967. Beutel Goodman provides portfolio management services to institutional, private wealth and retail clients. They also act as a sub-advisor to certain investment companies registered and domiciled in Canada and to several wrap-fee programs. | Investment Managers | Corporate Officer/Principal | |
Teacher Retirement System of Texas
![]() Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Corporate Officer/Principal | |
Salient Partners LP
![]() Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Analyst-Equity | |
University of Texas Investment Management Co.
![]() University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF). | Investment Trusts/Mutual Funds | Director/Board Member | |
SAMEX MINING CORP. | Other Metals/Minerals | Director/Board Member | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
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 | |
Rice University | College/University | Doctorate Degree Undergraduate Degree | |
Bonaventure Capital LLC
![]() Bonaventure Capital LLC Investment ManagersFinance Bonaventure Capital LLC (Bonaventure Capital) is a venture capital firm founded in 1998 by Steve Dauphin and Billy Reiser. The firm is headquartered in Birmingham, Alabama, United States. | Investment Managers | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
Texas Christian University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
The University of Arkansas | College/University | Masters Business Admin | |
University of Puerto Rico | College/University | Undergraduate Degree | |
University of Central Arkansas | College/University | Undergraduate Degree | |
Investment Adviser Association
![]() Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
The University of Texas Health Science Center at Houston | College/University | Corporate Officer/Principal | |
The Museum of Fine Arts, Houston
![]() The Museum of Fine Arts, Houston Other Consumer ServicesConsumer Services Museum of Fine Arts of Houston owns and operates Museum. The Museum collection contains around 56,000 artworks, which date from antiquity to the present. The company was established in 1900 and is headquartered in Houston, TX. | Other Consumer Services | Director/Board Member | |
Memorial Hermann Foundation | Director/Board Member | ||
Houston Ballet Foundation
![]() Houston Ballet Foundation Miscellaneous Commercial ServicesCommercial Services Houston Ballet Foundation operates as a ballet company. It provides training services to its dancers throughout the United States, the United Kingdom, Europe, Asia, and Canada. The company was founded in 1969 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member | |
The University of Houston Law Center | College/University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 28 |
Canada | 3 |
Sectorielle
Consumer Services | 13 |
Finance | 11 |
Commercial Services | 4 |
Technology Services | 2 |
Producer Manufacturing | 2 |
Opérationnelle
Corporate Officer/Principal | 12 |
Director/Board Member | 11 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 5 |
Independent Dir/Board Member | 4 |
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