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Provenance du réseau au premier degré de Rudi E. Grimm
Entité | Type d'entité | Industrie | |
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Berkeley Capital Management LLC
![]() Berkeley Capital Management LLC Investment ManagersFinance Based in San Francisco, Berkeley Capital Management LLC (BCM) has successfully managed money since 1972. The firm offers a range of investment services, utilizing the depth of knowledge of its senior investment professionals who have worked together at the firm since 1975. Berkeley Capital Management LLC is an independent investment adviser jointly owned by its own management and Lovell Minnick Partners. Previously affiliated with a major bank and large financial services company, the firm was initially registered as an Investment Advisor in 1972. Since inception, the firm's only business has been investment management for a wide variety of clients, including corporations, Taft-Hartley plans, insurance companies, trusts, and individuals. BCM has a total staff of 22 employees, including 6 investment professionals with an average experience of 17 Years. Three of the investment professionals have been together at the firm for 28 years. The company has a rich history of strong fundamental research and all of its investment professionals actively participate in the process. The firm's wealth of experience and its considerable resources allow the company to assist its clients in realizing its investment objectives.
7
| Extinct | Investment Managers | 7 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Rudi E. Grimm via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Dreman Value Management LLC
![]() Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Corporate Officer/Principal | |
BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Portfolio Manager-Equities | |
Foresters Financial Services, Inc.
![]() Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Advisors Capital Management LLC
![]() Advisors Capital Management LLC Investment ManagersFinance Founded in 1998, Advisors Capital Management LLC (ACM) is a registered investment advisor based in Ridgewood, New Jersey. The firm is principally owned by ACM Holding Trust. ACM offers advisory services to their direct clients and clients of unaffiliated registered investment advisors and broker-dealers throughout the US. | Investment Managers | Investment Committee Member Investment Committee Member | |
Thunderbird School of Global Management | College/University | Masters Business Admin | |
Dartmouth College | College/University | Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
Iowa State University | College/University | Undergraduate Degree | |
Notre Dame de Namur University | College/University | Masters Business Admin | |
University of California, Davis | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
California Western School of Law | College/University | Graduate Degree | |
Sacramento Angels, Inc.
![]() Sacramento Angels, Inc. Investment ManagersFinance Sacramento Angels, Inc. provides investment services. The firm’s members invest in emerging technology companies located in Northern California. It offers finance to small and medium sized firms. The company was founded in 2000 and is headquartered in Folsom, CA. | Investment Managers | Corporate Officer/Principal | |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
MLM Boro Station LLC
![]() MLM Boro Station LLC MiscellaneousMiscellaneous MLM Boro Station LLC operates as a real estates investment trust. The company is headquartered in Whippany, NJ. | Miscellaneous | Director/Board Member | |
MLM 8280 LLC
![]() MLM 8280 LLC Real Estate Investment TrustsFinance MLM 8280 LLC operates as real estate investment trust. The company is headquartered in Whippany, NJ. | Real Estate Investment Trusts | Director/Board Member | |
Armature Works (Hotel) REIT LLC
![]() Armature Works (Hotel) REIT LLC Real Estate Investment TrustsFinance Armature Works (Hotel) REIT LLC acts as a Real Estate Investment Trust. The company was founded in 2019 and is headquartered in Dallas, TX. | Real Estate Investment Trusts | Director/Board Member | |
Armature Works (Residential) REIT LLC
![]() Armature Works (Residential) REIT LLC Real Estate Investment TrustsFinance Armature Works (Residential) REIT LLC engages in the provision of real estate investment services. The company is headquartered in Dallas, TX. | Real Estate Investment Trusts | Director/Board Member |
Statistiques
Internationale
Etats-Unis | 26 |
Royaume-Uni | 2 |
Sectorielle
Finance | 16 |
Consumer Services | 10 |
Electronic Technology | 2 |
Miscellaneous | 2 |
Opérationnelle
Portfolio Manager-Equities | 13 |
Corporate Officer/Principal | 9 |
Director/Board Member | 5 |
Undergraduate Degree | 5 |
Analyst-Equity | 4 |
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