David Lundgren
Portefeuillebeheerder-Aandelen bij Little Harbor Advisors LLC
Oorsprong van het eerstegraads netwerk van David Lundgren
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.
213
| Subsidiary | Investment Managers | 213 |
Little Harbor Advisors LLC
 Little Harbor Advisors LLC Investment ManagersFinance Little Harbor Advisors LLC (LHA) is an independent registered investment advisor headquartered in Marblehead, Massachusetts. Founded in 2012, LHA builds and delivers tactical strategies and innovative investment structures that are customized for the alpha and beta requirements of institutional investors, wealth advisors, and portfolio managers. The firm provides discretionary investment advisory services to LHA Market State ETFs.
7
| Private Company | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met David Lundgren via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Doctorate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Bates College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Little Harbor MultiStrategy Composite Fund
 Little Harbor MultiStrategy Composite Fund Investment Trusts/Mutual FundsMiscellaneous Little Harbor MultiStrategy Composite Fund is a non-diversified, closed-end management investment company. Its objective is to realize long-term, risk-adjusted returns that are attractive as compared to those of traditional public equity and fixed-income markets through investing in U.S. and non-U.S. equities of companies with any market capitalization, fixed income securities of any quality, currencies, derivative instruments, futures contracts, options on futures contracts, and commodities. The company was founded on September 13, 2013 and is headquartered in Marblehead, MA. | Investment Trusts/Mutual Funds | President Treasurer Compliance Officer | |
| MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Wellington Management International Ltd.
 Wellington Management International Ltd. Investment ManagersFinance Wellington Management International Ltd. (WMIL) is an investment firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Wellington Management Global Holdings Ltd., itself a subsidiary of Wellington Management Group LLP (Wellington Management) in the US. WMIL provides client liaison, investment monitoring and business development services for Wellington Management and its clients in Europe, the Middle East, and Africa (EMEA). The firm also provides research, portfolio management and trading services to Wellington Management and its clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Radius Capital Partners LLC
 Radius Capital Partners LLC Investment Banks/BrokersFinance Radius Capital Partners LLC provides merchant banking and advisory services. It provides services to the aerospace & defense, industrial manufacturing, and media & entertainment markets. The company is located in Marblehead, MA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Vanderbilt University | College/University | Undergraduate Degree Graduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Boston College | College/University | Graduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Director/Board Member | |
Wellington Management Co. LLP (Private Equity)
 Wellington Management Co. LLP (Private Equity) Investment ManagersFinance Wellington Management Co. LLP (Private Equity) (Wellington Management) is a private equity firm, a subsidiary of Wellington Management Co. LLP founded in 1933. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Brandeis University | College/University | Director/Board Member Graduate Degree | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Israël | 2 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 33 |
| Finance | 18 |
| Miscellaneous | 2 |
Operationeel
| Analyst-Equity | 105 |
| Undergraduate Degree | 88 |
| Corporate Officer/Principal | 76 |
| Portfolio Manager-Equities | 72 |
| Director/Board Member | 44 |
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