Steven I. Margulies

Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients.

Founded in 1980, BMI Capital LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Bmur Investment Holdings LLC and their ultimate parent is GB Capital LLC. BMI Capital manages portfolios for individuals and institutions.