Jerry U

Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.

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.

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.

Quantum Capital Group LLC (Quantum Capital Group) is a private equity firm founded in 1998 by Wil VanLoh, Toby R. Neugebauer and A. V. Jones. The firm is headquartered in Houston, Texas.

Legacy Asset Management, Inc. (Legacy) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1998 by Joseph Birkofer. Legacy provides objective, fee-based comprehensive financial planning, portfolio management, and retirement plan consulting for individuals and corporate accounts.

The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas.

GulfStar Group, Inc. operates as a middle market investment banking firm that provides advisory services. Its services include mergers and acquisitions, private placements, and financial advisory services. The firm serves entrepreneurs, family-owned businesses, corporations and private equity firms. The company was founded by Stephen A. Lasher, Thomas M. Hargrove and G. Kent Kahle in 1990 and is headquartered in Houston, TX.

Hein + Associates LLP provides accounting services. It offers tax services, audit and assurance services, business advisory services, and outsourced accounting services. The company was founded in 1977 and is headquartered in Denver, CO.

Part of LiveAction, Inc., Net3 Group, Inc. provides network analysis software. The company is based in St. Paul, MN. Net3 Group was acquired by Savvius, Inc., part of LiveAction, Inc. from June 08, 2018 on September 22, 2000.

P2ES Holdings LLC develops software for the oil and gas industry. It offers software, data and services that improve operations in land, financial and production management, business intelligence and geo-business. Its software packages have been implemented by over 450 companies and their Tobin map data is relied on every day by thousands of exploration and production companies worldwide. The company was founded in 1928 and is headquartered in Denver, CO.

American Association of Professional Landmen consists of landmen and land-related persons throughout affiliated local associations in the United States and in Canada. It promotes standards of performance for all land professionals, which encourage responsible stewardship of energy and mineral resources. The company was founded on March 17, 1987 and is headquartered in Fort Worth, TX.

State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX.

Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors.

Monty Partners LLP provides legal services. The firm supports and counsels employers in all areas of labor law, employment, and immigration issues. It also provides corporate legal services to publicly-traded companies, government organizations, small to mid-sized companies and individuals. The company was founded by Jacob M. Monty in 1998 and is headquartered in Houston, TX.

Goodman Financial Corp. is an independent, SEC-registered investment adviser headquartered in Houston, Texas. The firm was founded by Steven “Steve” Goodman in 1989. Goodman Financial provides personalized investment management and financial advisory services to individuals, families and institutions.

TreadStone Energy Partners LLC engages in the acquisition and development of oil and natural gas reserves. It explores oil and natural gas properties in the mid-continent region and Texas. The company was founded by Frank A. McCorkle, H. Key Sanford and Gene D. Roberts in March 2011 and is headquartered in Houston, TX.

BBVA Research USA is the US investment research arm of Banco Bilbao Vizcaya Argentaria SA. The firm is located in Houston, Texas. BBVA Research USA focuses on analysis of the US economy and Federal Reserve monetary policy. In macroeconomic analysis, the team creates models and forecasts for growth, inflation and monetary policy. They pay special attention to the regional outlook and sector analysis, including the real estate market, the financial system and its regulation. Noteworthy publications include FED Watch, which follows Federal Reserve policy, and 'US Economic Watch', which provides in-depth analysis on a number of economic subjects. BBVA Research USA analyzes themes such as credit, unemployment, public finances and local economies, with special emphasis on the Sunbelt states where BBVA has operations.

Vann Law Firm PC provides legal services. The private company is based in El Paso, TX.

Seismos, Inc. provides real-time subsurface fluid flow monitoring technology for oil and gas production. It offers oil recovery, carbon sequestration and frac stage evaluation solutions. The firm products include Seismos-FRAC, Seismos-CONNECT and Seismos-AI. The company was founded by Panos Adamopoulos in 2012 and is headquartered in Austin, TX.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

ProClick Ventures Inc (ProClick Ventures) is a venture capital firm founded in 2007 by Nimroz momin and Parvez Panjwani. The firm is headquartered in Sugar Land, Texas.

KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC.

Arcline Investment Management LP (Arcline Investment) is a private equity firm founded in 2018 by Rajeev Joseph Amara. The firm is headquartered in San Francisco, California.

Luminostics, Inc. engages in developing smartphone adaptor for DIY disease testing. The company was founded by Andrew Paterson and Bala Raja and is headquartered in San Jose, CA.

Farid Ventures LLC provides capital and advisory services.

Latitude 37 Ventures LLC (L37 Ventures) is a venture capital and private equity firm founded in 2019 by Kemal Farid and Randall Ussery. The firm is headquartered in San Francisco, California.

Alphax Decision Sciences, LLC develops AI software. The private company is based in Houston, TX. The company was founded by Ramachandra Shenoy.

Bluevine Ventures LLC (BlueVine Ventures) is a venture capital firm founded in 2011. The firm is headquartered in silicon valley, California.

Part of Turner Valley Oil & Gas, Inc., Herban Healing LLC is a fully integrated CBD company that focuses on educating consumers about the healing and medical effects of hemp and cannabinoids. The company is based in Houston, TX. The company offers a range of CBD-infused products, including beard oil and bath bombs, and aims to help customers relieve sore muscles and prevent breakage and grow a fuller, longer beard. The company was founded by Kyle Williams, who has been the CEO since incorporation. Herban Healing was acquired by Turner Valley Oil & Gas, Inc. on April 18, 2022.

Safety Gear Pro, Inc. specializes in providing prescription safety glasses, safety goggles, and other personal protective equipment (PPE) with an ANSI Z87.1 rating, shatterproof polycarbonate lens, anti-fog, and side shields. The company is based in Stafford, TX and has been rated as the number one place to buy prescription safety glasses, hard hats, safety shoes, safety vests, and more. With over 1000 reviews, Safety Gear Pro is a trusted provider of high-quality safety gear. The company was founded by Panjwani Al and Parvez Panjwani.

Cards For Causes LLC is a company that offers custom greeting cards for various occasions such as birthdays, Christmas, thank you cards, sympathy cards, get well cards, and retirement cards. The company is based in Houston, TX. The company also provides personalized business anniversary cards and small business thank you cards. The company donates 20% of the purchase price to a charity of the customer's choice.