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Stephen P. Lachenauer
Directeur/Membre du Conseil chez Alphacentric Prime Meridian Income Fund
Provenance du réseau au premier degré de Stephen P. Lachenauer
Entité | Type d'entité | Industrie | |
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Alphacentric Prime Meridian Income Fund
![]() Alphacentric Prime Meridian Income Fund Investment Trusts/Mutual FundsMiscellaneous Alphacentric Prime Meridian Income Fund operates as non-diversified, closed-end management investment company. The company is headquartered in Huntington, NY.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Strategy Shares
5
| Umbrella Fund | Investment Trusts/Mutual Funds | 5 |
Mutual Fund & Variable Insurance Trust
5
| Umbrella Fund | Investment Trusts/Mutual Funds | 5 |
TCG Financial Series Trust II
1
| Subsidiary | 1 | |
TCG Financial Series Trust VI
1
| Subsidiary | 1 | |
TCG Financial Series Trust I
1
| Subsidiary | 1 | |
TCG Financial Series Trust III
1
| Subsidiary | 1 | |
TCG Financial Series Trust VII
1
| Subsidiary | 1 | |
TCG Financial Series Trust X
1
| Subsidiary | 1 | |
TCG Financial Series Trust IX
1
| Subsidiary | 1 | |
TCG Financial Series Trust VIII
1
| Subsidiary | 1 | |
TCG Financial Series Trust IV
1
| Subsidiary | 1 | |
TCG Financial Series Trust V
1
| Subsidiary | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Stephen P. Lachenauer via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Huntington Asset Services
![]() Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN. | Investment Managers | President Corporate Officer/Principal General Counsel | |
Capitol Series Trust
![]() Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN. | Investment Trusts/Mutual Funds | Chairman Director of Finance/CFO Corporate Secretary | |
Mfund Services LLC | Director/Board Member General Counsel | ||
Indiana University | College/University | Graduate Degree | |
Santander Bank, NA (Wilmington, Delaware)
![]() Santander Bank, NA (Wilmington, Delaware) Major BanksFinance Santander Bank, NA engages in provision of financial products and services. It offers retail banking, mortgages, corporate banking, cash management, capital markets, trust and wealth management, and insurance. The company was founded in 2013 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal | |
SANTANDER HOLDINGS USA INC. | Major Banks | Corporate Officer/Principal | |
PTL Real Estate LLC
![]() PTL Real Estate LLC Real Estate DevelopmentFinance PTL Real Estate LLC provides real estate and investment services. The private company is based in Clearwater, FL. | Real Estate Development | Corporate Officer/Principal | |
M3sixty Funds Trust | Director/Board Member | ||
Mutual Fund Series Trust
![]() Mutual Fund Series Trust Investment Trusts/Mutual FundsMiscellaneous Mutual Fund Series Trust provides fund related services. It offers investment of securities which has credit rating for these securities could also be further seen after they are purchased by a Fund. The company is headquartered in Elkhorn, NE. | Investment Trusts/Mutual Funds | Director/Board Member | |
Variable Insurance Trust | Director/Board Member | ||
Genovese Family Enterprises LLC | Corporate Officer/Principal | ||
Bear Properties, Inc. | Corporate Officer/Principal | ||
Rational Advisors, Inc.
![]() Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Chief Operating Officer | |
Catalyst Capital Advisors LLC
![]() Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds. | Investment Managers | Chief Operating Officer | |
University of Michigan | College/University | Undergraduate Degree | |
J.P. Morgan Clearing Corp.
![]() J.P. Morgan Clearing Corp. Miscellaneous Commercial ServicesCommercial Services J.P. Morgan Clearing Corp. is engaged in the provision of securities clearing, custody, order execution, settlement, and lending services to traders, hedge fund managers, broker-dealers, and investment advisers. The company was founded in 1991 and is headquartered in Brooklyn, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
Unified Series Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Bridgewater State College | College/University | Undergraduate Degree | |
Registered Investment Advisers LLC
![]() Registered Investment Advisers LLC Investment ManagersFinance Registered Investment Advisers LLC provides investment advice. The private company is based in Glen Cove, NY. | Investment Managers | Treasurer | |
Citi Fund Services Ohio, Inc. | Corporate Officer/Principal | ||
Unified Financial Securities, Inc.
![]() Unified Financial Securities, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Financial Securities, Inc. provides investment services. The company is based in Indianapolis, IN. | Financial Conglomerates | President | |
Ultimus Fund Solutions LLC
![]() Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Investment Managers | Corporate Officer/Principal | |
Zell Capital
![]() Zell Capital Investment Trusts/Mutual FundsMiscellaneous Zell Capital operates as a closed-end management investment company. The company’s investment objective is to maximize its portfolio’s long-term total return, principally by seeking capital gains on its equity investments and secondarily through ordinary income from debt and debt-like investments. It invests principally in equity securities, including common equity and preferred equity, and to a lesser extent in alternative financing strategies such as convertible debt and preferred shares in connection with revenue sharing agreements. The company was founded by William L. Zell on June 26, 2020 and is headquartered in Columbus, OH. | Investment Trusts/Mutual Funds | Director/Board Member | |
Valued Advisers Trust | Investment Trusts/Mutual Funds | Chief Executive Officer | |
The Ohio University
![]() The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Masters Business Admin | |
Unified Fund Services, Inc.
![]() Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006. | Financial Conglomerates | Corporate Officer/Principal | |
Citi Fund Services, Inc.
![]() Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH. | Compliance Officer |
Statistiques
Internationale
Etats-Unis | 33 |
Sectorielle
Finance | 13 |
Consumer Services | 7 |
Miscellaneous | 6 |
Commercial Services | 2 |
Technology Services | 2 |
Opérationnelle
Director/Board Member | 19 |
Corporate Officer/Principal | 12 |
Treasurer | 6 |
Undergraduate Degree | 5 |
Chairman | 5 |
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