Investment Management

Our mission is to generate value for shareholders through efficient and cost-effective asset management, accretive acquisitions, and private company mergers. We aim to become the private company consolidator of choice providing a stable return for long-term investors and an exit strategy for shorter

ValStone Partners, an SEC registered investment advisor, is a private equity investment firm with offices in Birmingham, Michigan and Baltimore, Maryland. ValStone Partners coordinates the investment and management activities of a series of private equity funds. ValStone Partners was formed in 199

Connecting Asset Managers and Investors Globally LRI, a leading independent investment services company based in Luxembourg, is part of the Apex Group. We provide asset managers and investors with three decades of experience in structuring and management of traditional and alternative investment st

♦ Commerce Street Holdings, LLC ("CSH"​) , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) i

Alianza Valores SCB es una Empresa de la Organización Delima, con una trayectoria de más de 50 años en el Mercado Bursátil Local, liderando el mercado de capitales en forma independiente, por no pertenecer a ningún grupo financiero. Miembros de la Bolsa de Valores de Colombia (BVC), de la Cámara

MFC Equity is a long-only equity investment fund with $150K+ AUM that identifies potential sources of alpha by employing a growth investing strategy through bottom-up fundamental analysis. The club is comprised of nearly 100 individuals with 15+ nationalities who study or studied at top universiti

Pure Capital is an independent, Luxembourg-based asset and wealth management firm, fully regulated by the CSSF. At Pure Capital, we choose to place the Client’s best interest at the very center of our business model, providing true independent, transparent, and high-performance Wealth, Asset manag

Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advi

Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size. Whether you’re looking to start a new financial services program or convert an existing one, Nest Egg can provide your customers an industry-leading

Revere Capital specializes in direct lending and acquisition lending to commercial real estate investors and developers. The firm’s highly disciplined underwriting utilizes fundamental real estate analysis and research with an emphasis on intrinsic value to create a diversified portfolio for investo

Investment Management

Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities. Formerly named GRT Capital Partners, LLC, the firm was renamed in November 2017, when it combined with Shepherd Kaplan, LLC (SK), a Boston-based Registered In

Bienville is a New York-based investment firm managing capital for select institutional and family office clients.

Finreon, founded in 2009 as a spin-off from the University of St. Gallen (HSG), has established itself as a competent partner for innovative investment concepts in the field of asset management and investment consulting. In its solutions, the company combines many years of investment experience with

Aiming to change the way we invest today, CAPEX.com is a global fintech broker dedicated to creating an authentic, one-of-a-kind trading experience by blending technology with a customer-centered and education-oriented approach. Our award-winning platforms provide fast and flexible access to +7100

Across three asset classes – specialty finance, real estate, and corporate – Atalaya originates and opportunistically purchases credit or asset-based investments through closed-end funds for a client base of predominantly institutional investors, including endowments, foundations, sovereign wealth f

California United Bank is for business…and about business… meeting the financial needs of the greater Los Angeles and San Fernando Valley communities. California United Bank (CUB) maintains solid, enduring relationships with local Los Angeles and Southern California business owners and decision m

Vector is the next evolution of fund services. We provide closed-end alternative investment firms with industry-leading technology, top-tier talent, innovative workflows and a comprehensive suite of integrated fund services.

Adminis delivers technology-driven wealth solutions for wealth managers, fund managers, self-directed investment platforms, and wealthy private individuals and their families. We're keen to lead a step-change in the quality, efficiency, and sophistication of financial services. Our team is focused

A unified platform for managing the investment process from start to finish.

Venture Guides is an early-stage infrastructure software investment firm with a unique team based approach that has resulted in over 80% of portfolio companies generating positive returns and 45% ultimately achieving unicorn status. The Venture Guides team has been recognized on the Forbes’ Midas L

SaaS Enabled Marketplace PlatformOur Marketplace connects over 50,000 FinTechs worldwide to corporations that need their innovation (financial entities, insurers, real estate …), with investors who seek to detect the best investment opportunities without intermediaries and with all those companies t

TradeLink is a global proprietary trading and investment management firm. Since 1979 TradeLink has been a pioneer in options market making, algorithmic trading and quantitative modeling. Advanced technology, market experience, proprietary execution platforms, strategic risk management and nimble cap

Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA. We are committed to solving large-scale financial prediction problems with statistical machine learning.  The Voleon Group combines an academic research culture with an

Founded in 1996, Carmel Partners is one of the nation’s leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, and opportunistically, debt. Carmel seeks superior risk-adjusted returns across varying market cycles, executed through its ve

Durable Capital Partners LP is an investment adviser founded by Henry Ellenbogen. Durable Capital Partners LP's investment philosophy is grounded in sourcing small-cap and mid-cap compounders in both the private and public markets.

Claridge is a private investment firm headquartered in Montreal, Canada. Established in 1987, the company represent the interests of the Stephen Bronfman family and is actively involved in the management of a diverse portfolio of investments in private equity, hedge funds, public equities, and real

Tarsadia Investments is a multi-billion dollar family office investment firm based in Newport Beach. They are a supportive and value-enhancing capital partner with a history of seeking out and working with exceptional management teams. Their long track record of success is a result of their unique c

Venture University is the world's leading investor accelerator for individuals breaking into venture capital, private equity, and angel investing. VU has two investor accelerators: 1) The Venture Capital Investor Accelerator, 2) The Real Estate Private Equity & REIT Investor Accelerator. Both pro

CROSSOVER Group is a global asset management firm headquartered in Singapore that specialises in alternative investments in ISO tank containers for the transportation & logistics needs of the international chemical, oil, and gas industries. With assets under management (AUM) totalling USD 200 millio

Click to follow Austen Morris Associates. Austen Morris Associates is a trusted and transparent financial services company committed to long-term partnerships. We have over 7,500 global clients, whom we’ve been proudly consulting for over 29 years. We strive to reward the trust you have placed in u

Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking

Odlum Brown has been helping clients achieve their financial goals for over 100 years. As a fully independent investment firm since 1923, Odlum Brown is committed to acting in clients’ best interests – always. Through disciplined investment advice, objective research and value-added financial planni

The Alaska Permanent Fund Corporation (“APFC”) is the largest sovereign wealth fund in the United States, with over $65 billion of assets under management. They seek to create positive economic impact and long-term value for our Alaskan constituents, the companies they invest in, and the partners wi

YHB (Yount, Hyde & Barbour, P.C.) is a CPA firm based in North Carolina and Virginia.

Spur Resources has oil and gas assets in Alberta and Saskatchewan and is well-regarded for its operating efficiencies

Trove Private Wealth works with successful individuals and families to help them discover and do more of what they care about most. Through our unique LifePrint™ Planning process, we build and implement strategic and comprehensive wealth plans, designed to help our much-loved clients better grow a

Deutsche Asset One is an established, vertically integrated Investment and Asset Manager, specializing in Residential Real Estate. We have a proven performance record of more than 20 years in successfully building and managing Residential Real Estate portfolios for distinguished Institutional Invest

TVAMP helps clients get their financial life in order & make smart financial decisions. We believe managing finances ought to be easy. Our goal is to make things simple so clients can focus on what matters most & avoid expensive financial mistakes. TVAMP has 11 CFP® professionals on our team. Our s

Edgefolio is the hedge fund industry's leading fintech, providing customized solutions to some of the world's largest financial institutions.

P10 is a leading multi-asset class private markets solutions provider in the alternative asset management industry. Our mission is to provide investors differentiated access to a broad set of investment solutions that address their diverse investment needs within private markets.

FINQ is an AI-powered investment platform. Using big data and cutting-edge science, FINQ analyzes the entire market continuously to offer objective and practical investing solutions. Our technology eliminates the biases and shortcomings of human intermediaries and allows everyone to invest with conf

Over 40 years ago, a team of individuals came together with a vision of creating a successful and dynamic financial firm. Since then, Shoemaker Financial has flourished by staying true to our mission: “To enable our clients and associates to define and achieve their financial dreams and goals while

East Wind is an independent, industry-focused investment banking firm providing bulge-bracket quality advisory services to companies across the corporate lifecycle and financial sponsors. Senior-level attention, seasoned judgment and relentless pursuit of our clients'​ objectives are hallmarks of o

Vancelian is a financial application that offers wealth management solutions based on blockchain technology. Based in the south of France, Vancelian was born from the expertise of Rayn, a French company combining traditional finance know-how with blockchain technology. As a Virtual Asset Service

Fokus Nordic is a Nordic investment & asset manager that, in addition to investing on behalf of investors, offers a range of administrative and advisory services. Learn more at www.fokusnordic.com Or contact us: Ph: +45 7010 0075 E-mail: info@fokusnordic.com

Mount Street’s highly experienced debt management team is focused on delivering a first class, bespoke solution across a broad menu of services to participants in the credit, structured and asset backed finance markets. By leveraging technology, Mount Street helps owners, investors and traders of

At Segal Marco Advisors, a member of The Segal Group, our mission is to provide trusted advice that improves lives. It is more than just a slogan. It is the animating force for our business. The global investment landscape grows more and more complex every day. Plan sponsors need the guidance of a

AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial su

IC is a privately held registered investment adviser focused on investing in real assets. The firm was founded in 2003. Our goal is to achieve superior returns on an absolute basis in all market cycles. Our vertically integrated management team, which combines a strong background in investment resea