![Brian J. Underkofler](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brian J. Underkofler
Private Equity Investor bij Northern Lakes Capital LLC
Oorsprong van het eerstegraads netwerk van Brian J. Underkofler
Entiteit | Type entiteit | Industrie | |
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University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.
60
| College/University | Other Consumer Services | 60 |
RSM US LLP
![]() RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.
50
| Private Company | Miscellaneous Commercial Services | 50 |
Stone Arch Capital LLC
![]() Stone Arch Capital LLC Investment ManagersFinance Stone Arch Capital LLC (Stone Arch Capital) is a private equity firm is founded in 2003 by Peter Grant, Charles Lannin and Clayton Miller. The firm is headquartered in Minneapolis, Minnesota.
13
| Private Company | Investment Managers | 13 |
Northern Lakes Capital LLC
![]() Northern Lakes Capital LLC Investment ManagersFinance Northern Lakes Capital LLC (Northern Lakes Capital) is a private equity firm founded in 2021. The firm is headquartered in Minneapolis, Minnesota.
4
| Private Company | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brian J. Underkofler via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Sit Investment Associates, Inc.
![]() Sit Investment Associates, Inc. Investment ManagersFinance Sit Investment Associates, Inc. (Sit Investment) is a privately-owned, SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Eugene Sit in 1981. Sit Investment manages client assets on a discretionary basis for several types of clients, which includes public and private institutional investors, pension funds, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations, insurance companies, municipalities, registered investment companies, private investment companies, collective investment trusts and high-net-worth individuals. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
RBC Global Asset Management (US), Inc.
![]() RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Analyst-Fixed Income | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Punch & Associates Investment Management, Inc.
![]() Punch & Associates Investment Management, Inc. Investment ManagersFinance Punch & Associates Investment Management, Inc. (Punch & Associates) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Howard D. Punch, Jr. in 2002. Punch & Associates provides discretionary portfolio management services to private and institutional clients. They also serve as investment advisor and managing member to two private funds – Micro Cap Fund and Nano Cap Fund. | Investment Managers | Analyst-Equity Corporate Officer/Principal Trading-Equity | |
Alex Lee, Inc.
![]() Alex Lee, Inc. Food RetailRetail Trade Alex Lee, Inc. owns and operates food stores. The firm's primary operating companies are Merchants Distributors, which operates as a wholesale grocery distributor; and Lowes Foods LLC, which is a grocery retailer. The company was founded by Alex George and Lee George in 1931 and is headquartered in Hickory, NC. | Food Retail | Director of Finance/CFO | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Lazard Middle Market LLC
![]() Lazard Middle Market LLC Investment ManagersFinance Lazard Middle Market LLC engages in financial advisory business. It specializes in strategic advice on mergers and acquisitions (M&A), restructuring, and capital raising. The firm’s M&A and Strategic Advisory service focuses on private equity and divestitures, privately-owned companies, corporate acquisitions and divestitures, and sale of public companies. Its Restructuring service consists of situation assessment, alternative assessment, and execution. The company was founded in 1980 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
Invenshure LLC
![]() Invenshure LLC Investment ManagersFinance Invenshure LLC (Invenshure) is a venture capital firm founded in 2011 by Troy D Kopischke and Danny J Cunagin. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Director of Finance/CFO | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
Galliard Capital Management LLC
![]() Galliard Capital Management LLC Investment ManagersFinance Galliard Capital Management LLC (Galliard) is a SEC-registered investment advisor and holding firm headquartered in Minneapolis, Minnesota. The firm was founded in 1995 by Richard Merriman, John Caswell and Karl Tourville. They are a direct, wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately owned by Allspring Group Holdings LLC. Galliard designs fixed income and stable value solutions for institutional investors. | Investment Managers | Portfolio Manager-Fixed Income | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Colliers Securities LLC
![]() Colliers Securities LLC Investment Banks/BrokersFinance Colliers Securities LLC is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ; TSX: CIGI) in Canada. Colliers Securities generally provides brokerage, custody and execution services through a clearing arrangement with National Financial Services LLC, a nonaffiliated firm, member NYSE, SIPC and a Fidelity Investments® Company. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Augustana University | College/University | Undergraduate Degree | |
Northland Securities, Inc.
![]() Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree | |
Ares Management Corp (Private Equity)
![]() Ares Management Corp (Private Equity) Investment ManagersFinance Ares Management Corp (Ares Management) is a private equity firm, a subsidiary of Ares Capital Management LLC founded in 1997 by Michael J Arougheti. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree Masters Business Admin Undergraduate Degree | |
University of Northern Iowa | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Gradient Investments LLC
![]() Gradient Investments LLC Investment ManagersFinance Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts. | Investment Managers | Portfolio Manager-Equities Compliance Officer | |
The Curtis L. Carlson School of Management | College/University | Masters Business Admin Undergraduate Degree | |
Alerus Financial, NA (Private Banking) | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Norwest Equity Partners
![]() Norwest Equity Partners Investment ManagersFinance Norwest Equity Partners is a private equity firm, a subsidiary of Norwest Partners founded in 1961 by John E. Lindahl. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Piper Sandler & Co.
![]() Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of North Dakota | College/University | Undergraduate Degree Undergraduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Jeffrey Slocum & Associates, Inc.
![]() Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Bond University | College/University | Graduate Degree | |
ACG New York, Inc.
![]() ACG New York, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Association for Corporate Growth, Inc., ACG New York, Inc. operates premier association. The company is based in Fairfield, CT. | Miscellaneous Commercial Services | Director/Board Member | |
VRChat, Inc.
![]() VRChat, Inc. Internet Software/ServicesTechnology Services VRChat, Inc. operates virtual reality social platform that allows users to easily build social virtual reality content. The company was founded by Graham Gaylor and Jesse Joudrey in 2015 and is headquartered in San Francisco, CA. | Internet Software/Services | Director/Board Member | |
Brightstone Capital LLC
![]() Brightstone Capital LLC Investment ManagersFinance Brightstone Venture Capital LLC (Brightstone Capital) is a venture capital firm founded in 1985. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor | |
Flywheel Exchange, Inc.
![]() Flywheel Exchange, Inc. Packaged SoftwareTechnology Services Flywheel Exchange LLC develops cloud-based software which helps scientists and researchers to share data and algorithms. The firm also provides computer programming services. It offers life sciences, clinical research, imaging research and AI developer solutions. The company was founded by Brian Wandell, Troy D. Kopischke, Ryan Chamberlai and Gunnar Schaefer in 2012 and is headquartered in Minneapolis, MN. | Packaged Software | Director of Finance/CFO | |
CMF Associates LLC
![]() CMF Associates LLC Investment ManagersFinance CMF Associates LLC provides financial advice. Its services include financial consulting, operational consulting and dfeal oriination. The company was founded by Thomas Bonney in 2001 and is headquartered in Philadelphia, PA. | Investment Managers | Director/Board Member | |
Gene Matters LLC
![]() Gene Matters LLC Packaged SoftwareTechnology Services Gene Matters LLC engages in the provision of genetic counseling services. It serves genetic counselors, management team, and advisors. The company was founded by Jill Davies in 2016 and is headquartered in Minneapolis, MN. | Packaged Software | Director of Finance/CFO | |
OneOme LLC
![]() OneOme LLC Miscellaneous Commercial ServicesCommercial Services OneOme LLC develops platform for pharmacogenomics that analyzes multiple genes for accurate and comprehensive prescription recommendations. It specializes in pharmacogenetics, pharmacogenomics, genetics, biotech and life sciences and clinical decision support. The company was founded by John L. Black III and Troy D. Kopischke in 2014 and is headquartered in Minneapolis, MN. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Genome Medical, Inc.
![]() Genome Medical, Inc. Information Technology ServicesTechnology Services Genome Medical Holding Co. operates tele genomics platform which allows genetic experts to consult with patients and physicians across the country. The firm specializes in genomics, genetics, precision medicine, medical practice, personalized medicine, genetic counseling, DNA and genome. The company was founded by Lisa J. Alderson, Robert C. Green and Randal W. Scott in 2016 and is headquartered in South San Francisco, CA. | Information Technology Services | Director of Finance/CFO | |
Imbio, Inc.
![]() Imbio, Inc. Packaged SoftwareTechnology Services ImBio LLC engages in the development of medical imaging devices. It offers lung density analysis and lung texture analysis. The company was founded by Brian Ross and Alnawaz Rehemtulla and is headquartered in Minneapolis, MN. | Packaged Software | Director of Finance/CFO | |
University of Pune | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 46 |
Australië | 2 |
India | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 13 |
Technology Services | 6 |
Commercial Services | 4 |
Retail Trade | 2 |
Operationeel
Corporate Officer/Principal | 98 |
Undergraduate Degree | 85 |
Director/Board Member | 46 |
Analyst-Equity | 35 |
Private Equity Investor | 30 |
Sterkste connecties
Insiders | |
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Shahriyar Rahmati | 12 |
Michael T. Laplante | 10 |
Mark Sylvester | 10 |
Thomas Rochon | 10 |
Tim Butler | 9 |
William Eckles | 8 |
F. Clayton Miller | 8 |
Robert Labenski | 8 |
Deepak Chaulagai | 8 |
Ryan Hess | 7 |
Erik M. Barner | 7 |
Seth Smith | 7 |
Ryan MacDonald | 7 |
Jeremy Michael Bryan | 7 |
Dean S. Wikenheiser | 6 |
- Beurs
- Insiders
- Brian J. Underkofler
- Bedrijfsconnecties