Provenance du réseau au premier degré de Ted Kay
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Alpha Cubed Investments LLC
 Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds).
2
| Private Company | Investment Managers | 2 |
DLK Investment Management LLC
 DLK Investment Management LLC Investment ManagersFinance DLK Investment Management LLC (DLK) is an independent, SEC-registered investment advisor headquartered in Solana Beach, California. The firm was co-founded by Donald “Don” Dempster and Theodore “Ted” Kay in 2009. DLK provides personalized investment management services to individuals, trusts, estates, charitable organizations and small institutional investors.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Ted Kay via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Automated Compliance Solutions LLC
 Automated Compliance Solutions LLC Information Technology ServicesTechnology Services Automated Compliance Solutions LLC provides compliance program automation service software solutions for the investment industry. The firm's platforms enable executives to manage business processes, document workflows, corporate websites, and other documents. Its customers include hedge fund managers, investment companies, investment advisers, broker-dealers, and private equity firms. The company is headquartered in Brighton, MA. | Information Technology Services | Chief Operating Officer | |
| University of Idaho | College/University | Undergraduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
Alexson Bros.
 Alexson Bros. Investment ManagersFinance Alexson Bros. provides investment services. Its services include custom investment management. investment and retirement planning, portfolio accounting and reporting, back and middle office support, taxes, estate planning, life insurance, and financial planning. The company was founded by Steven B. Alexson in 2015 and is headquartered in Irvine, CA. | Investment Managers | Founder | |
Nuvest Ventures LLC
 Nuvest Ventures LLC Investment ManagersFinance Nuvest Ventures LLC (Nuvest Ventures) is a private equity and venture capital firm founded in 2003. The firm is headquartered in Newport Beach, California. | Investment Managers | Private Equity Investor | |
Surlamer Investments LLC
 Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients. | Investment Managers | Chief Operating Officer | |
Paulson Investment Co. LLC
 Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR. | Investment Managers | Private Equity Investor | |
Miven Family Office
 Miven Family Office Financial ConglomeratesFinance Miven Family Office operates an investment office. The private company is based in Newport Beach, CA. | Financial Conglomerates | Corporate Officer/Principal | |
| Paul Merage School of Business | College/University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 11 |
Sectorielle
| Finance | 8 |
| Consumer Services | 4 |
| Technology Services | 2 |
Opérationnelle
| Chief Operating Officer | 3 |
| Founder | 3 |
| President | 3 |
| Corporate Officer/Principal | 3 |
| Undergraduate Degree | 2 |
Relations les plus connectées
| Insiders | |
|---|---|
| Steven Alexson | 10 |
| Donald Dempster | 3 |
| John Morgan Smith | 1 |
