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Newell Lynn Bowley
Compliance Officer chez Alternative Strategies Fund
Provenance du réseau au premier degré de Newell Lynn Bowley
Entité | Type d'entité | Industrie | |
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Altegris Private Markets Opportunities Fund
![]() Altegris Private Markets Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Altegris Private Markets Opportunities Fund is a closed-end fund company. The Fund intends to invest in Investment Funds that primarily invest in the debt of various companies, ventures, businesses and real estate, infrastructure and real assets. The company is headquartered in La Jolla, DE.
9
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 |
Alternative Strategies Fund
![]() Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH.
8
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 |
Dynamic Alternatives Fund
![]() Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Dynamic Alternatives Fund engages in the investment in a range of portfolio fund strategies within the hedge, private equity, and private real estate investment fund asset classes. The company was founded on March 24, 2021 and is headquartered in Columbus, OH.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Northern Lights Compliance Services LLC
![]() Northern Lights Compliance Services LLC Investment ManagersFinance Northern Lights Compliance Services LLC is a company that specializes in providing investment firms with institutional-level fund servicing. The company is based in Hauppauge, NY. The company offers a comprehensive list of services, including portfolio administration and accounting, modern investor servicing tools, compliance programs, tax, auditing, and distribution support.
4
| Holding Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Newell Lynn Bowley via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Oak Associates Funds | Investment Trusts/Mutual Funds | Treasurer | |
Vizacom, Inc.
![]() Vizacom, Inc. Packaged SoftwareTechnology Services Vizacom, Inc. provides information technology product and service solutions. It develops and provides a range of solutions, including multimedia products, managed and co-location services and data security solutions to global and domestic companies. The firm provides solutions, which generally combine technical and consulting services with the resale of third-party computer software and hardware products. It develops, sells and provides product and service solutions primarily to domestic companies and medium-size businesses operating in several industries. The company was founded in 1992 and is headquartered in Bohemia, NY. | Packaged Software | Chairman | |
Geovia
![]() Geovia Packaged SoftwareTechnology Services Geovia engages in mining software solutions. Its products include Surpac, GEMS, Minex, Whittle, MineSched and PCBC. The firm services include Geology , engineering, and operations. The company was founded by Daniel Nofrietta Fernandez in 1985 and is headquartered in Vancouver, Canada. | Packaged Software | President | |
Cardinal Securities LLC
![]() Cardinal Securities LLC Financial ConglomeratesFinance Cardinal Securities LLC provides investment banking and advisory services. It offers acquisition related financing services. The company was founded by H. David Coherd in 1998 and is headquartered in Atlanta, GA. | Financial Conglomerates | Corporate Officer/Principal | |
Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
AdvisorOne Funds | Director/Board Member Director/Board Member | ||
Mobius Microsystems, Inc.
![]() Mobius Microsystems, Inc. SemiconductorsElectronic Technology Mobius Microsystems, Inc. develops all-silicon oscillator technology. The company was founded by Michael McCorquodale on January 29, 2002 and is headquartered in Ann Arbor, MI. | Semiconductors | Founder | |
Gemini Fund Services LLC
![]() Gemini Fund Services LLC Investment Banks/BrokersFinance Founded in 2002, Gemini Fund Services LLC is a fund distributor headquartered in Hauppauge, New York. The firm partners with investment companies to deliver comprehensive pooled investment solutions including mutual funds, hedge funds and collective investment trusts. | Investment Banks/Brokers | Chief Administrative Officer Chief Executive Officer Corporate Officer/Principal | |
Great Lakes Small Cap Opportunity Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
AllianceBernstein Investment Research & Management, Inc.
![]() AllianceBernstein Investment Research & Management, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., AllianceBernstein Investment Research & Management, Inc. is a company that provides investment management services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Northern Lights Variable Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Portfolio Manager-Equities | |
Two Roads Shared Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
ALTEGRIS KKR COMMITMENTS FUND | Investment Managers | Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director of Finance/CFO Corporate Secretary Comptroller/Controller/Auditor Compliance Officer | |
Cross Shore Discovery Fund
![]() Cross Shore Discovery Fund Investment Trusts/Mutual FundsMiscellaneous Cross Shore Discovery Fund is a closed-end management investment company. The firm's investment objective is to seek risk-adjusted rates of return over a full market cycle, with limited capital draw downs and with overall volatility less than broad U.S. equity market indices. The company was founded on May 21, 2014 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
Oha Mortgage Strategies Fund Offshore Ltd. | Director/Board Member | ||
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Northern Lights Fund Trust | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
Peachtree Alternative Strategies Fund
![]() Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Compliance Officer Director of Research - Fxd Inc | |
Artivest Holdings, Inc.
![]() Artivest Holdings, Inc. Packaged SoftwareTechnology Services Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY. | Packaged Software | Chief Investment Officer Corporate Officer/Principal | |
Hamilton Capital Management, Inc.
![]() Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Investment Managers | Chief Investment Officer Head-Equity Investments | |
Orizon Group, Inc. | Founder | ||
Miami University | College/University | Undergraduate Degree | |
Faith Baptist Bible College & Theological Seminary | College/University | Undergraduate Degree | |
Michael E. Moritz College of Law | College/University | Graduate Degree | |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Corporate Officer/Principal | |
Saratoga Capital Management LLC
![]() Saratoga Capital Management LLC Investment ManagersFinance Saratoga Capital Management LLC (SCM) is an independent, SEC-registered investment advisor headquartered in Avondale, Arizona. Founded in 1994, SCM provides its asset allocation and institutional money management services to investment firms located across the US. The firm delivers its services through the mutual fund family that it manages, the Saratoga Advantage Trust – a group of institutionally managed mutual funds. | Investment Managers | Director of Finance/CFO | |
Fusioniq
![]() Fusioniq Information Technology ServicesTechnology Services Fusioniq is a fintech company that offers an ecommerce platform for financial advisors and institutions to become digital wealth leaders. The company is based in Woburn, MA, and the CEO of the company is Mark C. Healy. The company's all-in-one platform, Fusioniq One, has four modules that make digital transformation easy. The company's pay-as-you-grow approach makes it easy for credit unions, banks, RIA's, independent broker-dealers, and asset managers to scale. Fusioniq's integrated multi-custodian platform is becoming the digital solution of choice for advisors and institutions. The platform uses risk assessment questions to match investors with customized portfolios and asset allocation models. | Information Technology Services | Chief Executive Officer | |
Bluerock Total Income+ Real Estate Fund
![]() Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
Mariner Wealth Advisors-Omaha LLC
![]() Mariner Wealth Advisors-Omaha LLC Investment ManagersFinance Mariner Wealth Advisors-Omaha LLC, dba Mariner Wealth Advisors (MWA) is an asset management firm headquartered in Omaha, Nebraska. The firm is a subsidiary of Mariner LLC, ultimately held by Mariner Wealth Advisors LLC, a holding company. MWA was founded in 2000 by Gary Lanzen as Orizon Investment Counsel LLC. The firm provides personal financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Investment Managers | Founder | |
Grace College & Seminary | College/University | Graduate Degree | |
Leader Funds Trust
![]() Leader Funds Trust Finance/Rental/LeasingFinance Leader Funds Trust is an open-end investment management company. The company is headquartered in Vancouver, WA. | Finance/Rental/Leasing | Chairman | |
Ramius Archview Credit & Distressed Fund
![]() Ramius Archview Credit & Distressed Fund Investment Trusts/Mutual FundsMiscellaneous Ramius Archview Credit & Distressed Fund operates as a closed-end investment fund. Its investment objective is to generate total returns while minimizing the risk of loss. The fund was founded on May 12, 2015 is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Highlands & Islands Enterprise
![]() Highlands & Islands Enterprise Miscellaneous Commercial ServicesCommercial Services Highlands & Islands Enterprise is an executive non-departmental public body, which engages in the provision of economic development services. It offers community strengthening, case studies, community assets, social enterprise, community energy, community crofting, account management, advice and guidance, and community empowerment act. It focuses on energy, life sciences, food and drinks, creative industries, tourism, business services, and universities sectors. The company was founded in 1991 and is headquartered in Inverness, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sympoz, Inc.
![]() Sympoz, Inc. Miscellaneous Commercial ServicesCommercial Services Sympoz, Inc. provides online educational services. The company was founded by John M. Levisay, Josh H. Scott, Todd J. Tobin, and Bret S. Hanna on April 21, 2010 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Founder | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Corporate Officer/Principal | |
American Accounting Association
![]() American Accounting Association Miscellaneous Commercial ServicesCommercial Services The American Accounting Association is a community of accountants in academia that was founded in 1916. The American Accounting Association is based in Sarasota, FL. The association shapes the future of accounting through teaching, research, and a powerful network, ensuring its position as thought leaders in accounting. The association offers various resources, including a digital library, journals, webinars, and conferences, to its members. The association also conducts research on topics such as diversity, equity, and inclusion in accounting. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 47 |
Canada | 2 |
Grèce | 2 |
Royaume-Uni | 2 |
Sectorielle
Miscellaneous | 18 |
Finance | 13 |
Commercial Services | 6 |
Consumer Services | 6 |
Technology Services | 5 |
Opérationnelle
Director/Board Member | 79 |
Corporate Officer/Principal | 42 |
Treasurer | 24 |
Independent Dir/Board Member | 21 |
Director of Finance/CFO | 21 |
Relations les plus connectées
Insiders | |
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Gregory H. Sachs | 23 |
Mark D. Gersten | 22 |
Hal Strong | 17 |
Anthony John Hertl | 15 |
Gary William Lanzen | 14 |
Andrew Rogers | 14 |
Mark Garbin | 14 |
Mark H. Taylor | 10 |
Matt Osborne | 8 |
Martin Dean | 7 |
Zachary Richmond | 7 |
Anita K. Krug | 7 |
Francis Chu | 7 |
Jeff Wilkins | 6 |
Neil M. Kaufman | 6 |
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