Terrance Gallagher
Directeur Général chez Investment Managers Series Trust II
Profil
Terrance P.
Gallagher currently works at Investment Managers Series Trust II, as President, Chief Executive Officer & Trustee from 2013, UMB Fund Services, Inc., as Director-Fund Accounting, Administration & Tax from 2007, Destiny Alternative Fund (Tax Exempt) LLC, as Director, Infinity Core Alternative Fund, as Trustee from 2020, Keystone Private Income Fund, as Trustee, The Relative Value Fund, as Trustee from 2020, Variant Alternative Income Fund, as Trustee from 2020, Aspiriant Risk-Managed Real Asset Fund, as Independent Trustee, Aspiriant Risk-Managed Capital Appreciation Fund, as Trustee from 2020, The Optima Dynamic Alternatives Fund, as Trustee, Variant Impact Fund, as Trustee from 2021, First Trust Real Assets Fund, as Trustee, First Trust Private Assets Fund, as Trustee from 2022, First Trust Private Credit Fund, as Trustee from 2022, and First Trust Hedged Strategies Fund, as Trustee from 2023.
Mr. Gallagher also formerly worked at CommonWealth International Series Trust, as Treasurer from 2010 to 2015, American Independence Funds Trust, as Treasurer from 2016 to 2018, Aetna Multi-Strategy 1099 Fund, as Secretary, Unified Fund Services, Inc., as Senior Vice President, and Vivaldi Opportunities Fund, as Secretary.
Mr. Gallagher received his graduate degree from DePaul University.
Postes actifs de Terrance Gallagher
| Sociétés | Poste | Début |
|---|---|---|
UMB Fund Services, Inc.
 UMB Fund Services, Inc. Financial ConglomeratesFinance At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals. Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve. In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own. That's how they do business at UMB Fund Services, and how they deliver on their brand promise. | Directeur Administratif | 01/01/2007 |
Investment Managers Series Trust II
 Investment Managers Series Trust II Investment Trusts/Mutual FundsMiscellaneous Investment Managers Series Trust II is an open-end management investment company. Its objective is to seek capital appreciation and income. The company was founded on August 20, 2013 and is headquartered in Milwaukee, WI. | Directeur Général | 01/09/2013 |
Keystone Private Income Fund
 Keystone Private Income Fund Investment Trusts/Mutual FundsMiscellaneous Keystone Private Income Fund LP is a closed-end management investment company. Its investment objective is to produce current income. The company was founded in 2015 and is headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | - |
Variant Alternative Income Fund
 Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | 01/06/2020 |
Aspiriant Risk-Managed Real Asset Fund
 Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | - |
Aspiriant Risk-Managed Capital Appreciation Fund
 Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | 10/11/2020 |
The Optima Dynamic Alternatives Fund
 The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous The Optima Dynamic Alternatives Fund operates a non-diversified, closed-end management investment fund company. Its primary investment objective is to generate meaningful risk adjusted returns over time. The fund intends to allocate its assets primarily among a range of investment vehicles that are managed by a group of institutional managers. The company was founded on May 12, 2021 and is headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | - |
First Trust Private Assets Fund
 First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | 14/02/2022 |
First Trust Private Credit Fund
 First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | 14/02/2022 |
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Anciens postes connus de Terrance Gallagher
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Formation de Terrance Gallagher
| DePaul University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 20 |
|---|---|
| CommonWealth International Series Trust | Miscellaneous |
| American Independence Funds Trust | Miscellaneous |
UMB Fund Services, Inc.
UMB Fund Services, Inc. Financial ConglomeratesFinance At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals. Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve. In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own. That's how they do business at UMB Fund Services, and how they deliver on their brand promise. | Finance |
Aetna Multi-Strategy 1099 Fund
 Aetna Multi-Strategy 1099 Fund Investment Trusts/Mutual FundsMiscellaneous Aetna Multi-Strategy 1099 Fund is a closed-end investment company. Its investment objective is to generate superior risk adjusted returns while preserving capital during adverse market environments. The company was founded on June 11, 2012 and is headquartered in Milwaukee, WI. | Miscellaneous |
Investment Managers Series Trust II
Investment Managers Series Trust II Investment Trusts/Mutual FundsMiscellaneous Investment Managers Series Trust II is an open-end management investment company. Its objective is to seek capital appreciation and income. The company was founded on August 20, 2013 and is headquartered in Milwaukee, WI. | Miscellaneous |
Infinity Core Alternative Fund
 Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Miscellaneous |
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. | Finance |
Keystone Private Income Fund
Keystone Private Income Fund Investment Trusts/Mutual FundsMiscellaneous Keystone Private Income Fund LP is a closed-end management investment company. Its investment objective is to produce current income. The company was founded in 2015 and is headquartered in Milwaukee, WI. | Miscellaneous |
The Relative Value Fund
 The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI. | Miscellaneous |
Vivaldi Opportunities Fund
 Vivaldi Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Vivaldi Opportunities Fund is a closed-end investment management company. It seeks to generate long-term returns with low sensitivity to traditional equity and fixed income indices. The company was founded on March 29, 2017 and is headquartered in Milwaukee, WI. | Miscellaneous |
Variant Alternative Income Fund
Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI. | Miscellaneous |
Aspiriant Risk-Managed Real Asset Fund
Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Miscellaneous |
Aspiriant Risk-Managed Capital Appreciation Fund
Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI. | Miscellaneous |
The Optima Dynamic Alternatives Fund
The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous The Optima Dynamic Alternatives Fund operates a non-diversified, closed-end management investment fund company. Its primary investment objective is to generate meaningful risk adjusted returns over time. The fund intends to allocate its assets primarily among a range of investment vehicles that are managed by a group of institutional managers. The company was founded on May 12, 2021 and is headquartered in Milwaukee, WI. | Miscellaneous |
Variant Impact Fund
 Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US. | Miscellaneous |
First Trust Real Assets Fund
 First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Miscellaneous |
First Trust Private Assets Fund
First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Miscellaneous |
First Trust Private Credit Fund
First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Miscellaneous |
| Destiny Alternative Fund (Tax Exempt) LLC | |
First Trust Hedged Strategies Fund
 First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Hedged Strategies Fund operates as a closed-end investment fund or Investment trust. The company was founded on March 22, 2023 and is headquartered in Milwaukee, WI. | Miscellaneous |