Mark Klein
Chief Executive Officer chez SURO CAPITAL CORP.
Fortune : 5 M $ au 31/03/2024
Profil
Mark David Klein founded SuRo Capital Corp.
in 2011, where he is working as Chairman, President & Chief Executive Officer from 2020, MK Capital Advisors LLC in 2012, where he worked as Principal & Co-Owner, and Churchill Capital Corp.
IX in 2023, where he is working as Chairman, President & Chief Executive Officer from 2023.
Mr. Klein also founded Intrinsic Edge Partners LP, where he worked as General Partner, Newbrook Capital Management LLC, where he worked as President, and Independence Holdings Partners LLC, where he worked as Managing Member.
Mr. Klein also currently works at Atlantic Alliance Partnership Corp., as Chairman from 2016, Course Hero, Inc., as Director from 2020, Churchill Capital Corp.
V, as Director, and various other companies.
Mr. Klein also formerly worked at National Holdings Corp., as Executive Co-Chairman & Chief Executive Officer from 2013 to 2014, Ladenburg Thalmann Financial Services, Inc., as President, Chief Executive Officer & Director in 2006, National Bank of Greece SA, as Chief Executive Officer, and various other companies.
Mr. Klein received his undergraduate degree from Emory University and graduate degree from Kellogg School of Management.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
SURO CAPITAL CORP.
4,25% | 12/02/2024 | 1 076 666 ( 4,25% ) | 5 M $ | 31/03/2024 |
Postes actifs de Mark Klein
| Sociétés | Poste | Début |
|---|---|---|
| SURO CAPITAL CORP. | Chief Executive Officer | 11/08/2017 |
| ATLANTIC ALLIANCE PARTNERSHIP CORP | Chairman | 07/11/2016 |
| CHURCHILL CAPITAL CORP VI | Director/Board Member | - |
| CHURCHILL CAPITAL CORP V | Director/Board Member | - |
| CHURCHILL CAPITAL CORP VII | Director/Board Member | - |
| MKCA Opportunity Fund LLC | Corporate Officer/Principal | 01/01/2004 |
The Klein Group LLC
 The Klein Group LLC Financial ConglomeratesFinance The Klein Group LLC provides investment services. The company is headquartered in Oakland, CA. | Corporate Officer/Principal | - |
Course Hero, Inc.
 Course Hero, Inc. Internet Software/ServicesTechnology Services Course Hero, Inc. engages in the development of online learning platform for course-specific study resources. It offers crowd sourced study documents, expert tutors, customizable flashcards and online courses. The firm helps users to maintain or improve grades all for less than the cost of a textbook. The company was founded by Jared Grauer, Gregor Carrigan, David Grauer, and Andrew T. Grauer in 2006 and is headquartered in Redwood City, CA. | Director/Board Member | 01/01/2020 |
M. Klein & Co. LLC
 M. Klein & Co. LLC Investment ManagersFinance M. Klein & Co. LLC provides financial advisory and investment services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded by Michael Stuart Klein. | Corporate Officer/Principal | 01/04/2010 |
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Anciens postes connus de Mark Klein
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Formation de Mark Klein
| Emory University | Undergraduate Degree |
| Kellogg School of Management | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 6 |
|---|---|
| NATIONAL BANK OF GREECE S.A. | Finance |
| B. RILEY FINANCIAL, INC. | Finance |
| CRUMBS BAKE SHOP, INC. | Consumer Services |
| CHURCHILL CAPITAL CORP VI | Finance |
| CHURCHILL CAPITAL CORP VII | Finance |
| SKILLSOFT CORP. | Technology Services |
| Entreprise privées | 37 |
|---|---|
National Holdings Corp.
 National Holdings Corp. Investment Banks/BrokersFinance National Holdings Corp. engages in the provision of investment banking and asset management services. It operates through the following segments: Brokerage and Advisory Services and Tax and Accounting Services. The Brokerage and Advisory Services segment includes broker-dealer and investment advisory services, sale of insurance products and licensed mortgage brokerage services. The Tax and Accounting Services segment involves tax preparation and accounting services provided by National Tax. The company was founded in 1947 and is headquartered in New York, NY. | Finance |
Ladenburg Thalmann Financial Services, Inc.
 Ladenburg Thalmann Financial Services, Inc. Investment Banks/BrokersFinance Osaic Financial Services, Inc. is a holding company, which engages in investment banking and research, institutional sales and trading, asset management services, wholesale life insurance brokerage, and trust services through its subsidiaries. It operates through the following segments: Independent Advisory and Brokerage Services; Ladenburg; and Insurance Brokerage. The Independent Advisory and Brokerage segment includes the investment advisory and brokerage services provided by independent advisory and brokerage subsidiaries. The Ladenburg segment comprises investment banking, sales and trading and asset management services, and investment activities. The Insurance Brokerage segment focuses in the wholesale insurance brokerage activities. The company was founded in February 1996 and is headquartered in Miami, FL. | Finance |
| Prudential Securities | Finance |
NBGI Securities, Inc.
 NBGI Securities, Inc. Investment Banks/BrokersFinance Founded in 1997, NBGI Securities, Inc. is an independent broker/dealer headquartered in New York City. They are a subsidiary of NBG International Ltd. and their ultimate parent is the National Bank of Greece SA. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Finance |
Hanover Group US LLC
 Hanover Group US LLC Finance/Rental/LeasingFinance Hanover Group U.S. LLC provides financial services. It offers asset management services mainly focusing on the credit markets. The company is headquartered in Sherman Oaks, CA. | Finance |
Ladenburg Thalmann & Co., Inc. (Broker)
 Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology. | Finance |
Alternative Asset Management Acquisition Corp.
 Alternative Asset Management Acquisition Corp. Financial ConglomeratesFinance Alternative Asset Management Acquisition Corp. engages in acquiring one or more businesses or assets through a merger, capital stock exchange, asset acquisition, stock purchase, and reorganization. The company was founded in 2007 and is headquartered in New York, NY. | Finance |
Course Hero, Inc.
Course Hero, Inc. Internet Software/ServicesTechnology Services Course Hero, Inc. engages in the development of online learning platform for course-specific study resources. It offers crowd sourced study documents, expert tutors, customizable flashcards and online courses. The firm helps users to maintain or improve grades all for less than the cost of a textbook. The company was founded by Jared Grauer, Gregor Carrigan, David Grauer, and Andrew T. Grauer in 2006 and is headquartered in Redwood City, CA. | Technology Services |
| MKCA Opportunity Fund LLC | |
New University Holdings Corp.
 New University Holdings Corp. Financial ConglomeratesFinance New University Holdings Corp. is a capital pooling company.The company proposes to identify and evaluate businesses or assets with a view to complete a qualifying transaction. It has not conducted commercial operations other than to enter into discussions for the purpose of identifying potential acquisitions or interests. It was founded on July 14, 2010 and is headquartered in New York. NY | Finance |
| Intrinsic Edge Partners LP | |
Atlantic Alliance Partnership Corp.
 Atlantic Alliance Partnership Corp. Financial ConglomeratesFinance Atlantic Alliance Partnership Corp. operates as an organized blank check company. It engages in the share exchange, share reconstruction and amalgamation, contractual control arrangement with, purchasing all or substantially all of the assets of, and in any other similar initial business combination with one or more businesses or entities. The company was founded on January 14, 2015 and is headquartered in New York, NY. | Finance |
Ladenburg Thalmann Asset Management, Inc.
 Ladenburg Thalmann Asset Management, Inc. Investment ManagersFinance Ladenburg Thalmann Asset Management, Inc. (LTAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1982 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc. LTAM provides consulting and fund management services to individuals, high net-worth individuals, small business owners, pension and profit-sharing plans, plan participants, trusts, estates and charitable organizations, corporations or other business entities, investment companies, pooled investment vehicles and other investment advisers. | Finance |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
| Painewebber Group, Inc. | Finance |
NBGI Private Equity Ltd.
 NBGI Private Equity Ltd. Investment ManagersFinance NBGI Private Equity Ltd.(NBGI) ) is a private equity firm founded in 2000. The firm is headquartered in London. | Finance |
American Apparel, Inc.
 American Apparel, Inc. Wholesale DistributorsDistribution Services American Apparel, Inc. manufactures, distributes and retails fashion basic apparel products. The company was founded by Dov Charney in 1997 and is headquartered in Los Angeles, CA. | Distribution Services |
Ladenburg Thalmann & Co., Inc.
 Ladenburg Thalmann & Co., Inc. Investment Banks/BrokersFinance Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The firm also provides asset and wealth management, underwriting, alternative investments and advisory services. It serves emerging growth companies and high net worth individuals. The company was founded in 1876 and is headquartered in New York, NY. | Finance |
| Arthur Young & Co. | Commercial Services |
| Newbrook Capital Management LLC | |
Stream Global Services, Inc.
 Stream Global Services, Inc. Miscellaneous Commercial ServicesCommercial Services Stream Global Services, Inc. provides business process outsourcing services. It specializes in customer relationship management including technical support, customer care, and sales. The firm serves the technology, computing, telecommunications, retail, entertainment and media, and financial services companies. The company was founded on June 26, 2007 and is headquartered in St. Paul, MN. | Commercial Services |
Independence Holdings Partners LLC
 Independence Holdings Partners LLC Investment ManagersFinance Independence Holdings Partners LLC (Independence Holdings) is a private equity/venture capital firm founded in 1998 by Mark David Klein. Independence Holdings Partners LLC is headquartered in New York, New York. | Finance |
| Garban Corporates, Inc. | |
The Klein Group LLC
The Klein Group LLC Financial ConglomeratesFinance The Klein Group LLC provides investment services. The company is headquartered in Oakland, CA. | Finance |
M. Klein & Co. LLC
M. Klein & Co. LLC Investment ManagersFinance M. Klein & Co. LLC provides financial advisory and investment services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded by Michael Stuart Klein. | Finance |
SuRo Capital Corp.
 SuRo Capital Corp. Investment ManagersFinance SuRo Capital Corp, a traded fund, invests in companies located in the United States. The fund targets companies operating in a broad range of sectors. It provides debt and equity financing for later stage capital requirements. | Finance |
GSV Asset Management LLC
 GSV Asset Management LLC Investment ManagersFinance Founded in 2010 by Stephen Bard and Michael Moe, GSV Asset Management LLC is a registered investment advisor located in Woodside, California. The firm was formerly known as NeXt Asset Management LLC. | Finance |
GSV Ventures Management LLC
 GSV Ventures Management LLC Investment ManagersFinance GSV Ventures Management LLC (GSV Ventures) is a venture capital subsidiary of GSV Asset Management LLC founded in 2016 by Moe Michael Cohn. The firm headquartered in San Francisco, California. | Finance |
MK Capital Advisors LLC
 MK Capital Advisors LLC Investment ManagersFinance MK Capital Advisors LLC provides investment advice. The company is based in New York, NY. The company was founded by Mark David Klein, Michael Kramer. MK Capital Advisors was acquired by B. Riley Financial, Inc. on February 02, 2015 for $11.73 million. | Finance |
| NBGI Asset Management, Inc. | |
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. | Finance |
Churchill Capital Corp. II
 Churchill Capital Corp. II Financial ConglomeratesFinance Churchill Capital Corp. II operates as a blank check company. It engages in a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded by Michael Stuart Klein on April 11, 2019 and is headquartered in New York, NY. | Finance |
Churchill Capital Corp. III
 Churchill Capital Corp. III Financial ConglomeratesFinance Churchill Capital Corp. III operates as a blank check company. It seeks to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on October 30, 2019 and is headquartered in New York, NY. | Finance |
Churchill Capital Corp. IV
 Churchill Capital Corp. IV Financial ConglomeratesFinance Churchill Capital Corp. IV operates as a blank check company. It is formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Klein on April 30, 2020 and is headquartered in New York, NY. | Finance |
Churchill Capital Corp. V
 Churchill Capital Corp. V Financial ConglomeratesFinance Churchill Capital Corp. V operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on May 12, 2020 and is headquartered in New York, NY. | Finance |
| 57th Street General Acquisition Corp. | |
Churchill Capital Corp. IX
 Churchill Capital Corp. IX Financial ConglomeratesFinance Churchill Capital Corp. IX is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Klein on December 18, 2023 and is headquartered in New York, NY. | Finance |
