Erik D. Naviloff
Financieel Directeur/CFO bij Lind Capital Partners Municipal Credit Income Fund
Oorsprong van het eerstegraads netwerk van Erik D. Naviloff
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Ultimus Fund Solutions LLC
 Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014.
26
| Holding Company | Investment Managers | 26 |
Lind Capital Partners Municipal Credit Income Fund
 Lind Capital Partners Municipal Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Lind Capital Partners Municipal Credit Income Fund operates as a closed-end management investment company. It seeks to generate high current income from investments in municipal securities exempt from federal income tax and capital preservation. It invests in the following sectors: senior living, education, healthcare, economic development, public utilities, resource recovery, transportation, housing, and special taxing districts. The company was founded by Jon Robert Lind Jr. and David Mansfield Murdoch Jr. on May 12, 2021 and is headquartered in Evanston, IL.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Mutual Fund Series Trust
 Mutual Fund Series Trust Investment Trusts/Mutual FundsMiscellaneous Mutual Fund Series Trust provides fund related services. It offers investment of securities which has credit rating for these securities could also be further seen after they are purchased by a Fund. The company is headquartered in Elkhorn, NE.
4
| Umbrella Fund | Investment Trusts/Mutual Funds | 4 |
Titan Series Trust
 Titan Series Trust Investment Trusts/Mutual FundsMiscellaneous Titan Series Trust is an open-ended management investment company. It is authorized to issue an unlimited number of shares of beneficial interest, which may be divided into different series and classes. The company is headquartered in Rye Brook, NY.
1
| Private Company | Investment Trusts/Mutual Funds | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Erik D. Naviloff via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| CORNERSTONE STRATEGIC VALUE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | General Counsel | |
| Boston Trust Walden Funds | Finance/Rental/Leasing | Director/Board Member | |
| CORNERSTONE TOTAL RETURN FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Comptroller/Controller/Auditor | |
Code Red, Inc.
 Code Red, Inc. Packaged SoftwareTechnology Services Code:Red, Inc. provides research management technologies to the investment community. The firm's products include Code Red RMS that enables to incorporate research, data from multiple systems, and workflows into a repeatable investment process; and Code Red Analytics that helps to manage portfolio, as well as integrates due diligence and risk management capabilities to lower operational risk and increase the integrity of investment decisions. It serves endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds. The company was founded by Timothy V. Gavin and Dwight Wyatt in 2004 and is headquartered in Boston, MA. | Packaged Software | Chief Executive Officer | |
| 360 Funds | Investment Trusts/Mutual Funds | Director/Board Member | |
Citi Fund Services, Inc.
 Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH. | Corporate Officer/Principal | ||
FSI Low Beta Absolute Return Fund
 FSI Low Beta Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous FSI Low Beta Absolute Return Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek risk adjusted rate of returns, Alpha, with a risk profile and volatility that is similar to that of the Barclays Aggregate Bond Index. FSI Low Beta Absolute Return Fund was founded on August 3, 2011 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Corporate Secretary Director of Finance/CFO Compliance Officer | |
Finomial Corp.
 Finomial Corp. Packaged SoftwareTechnology Services Finomial Corp. develops software which connects financial institutions and investors. It transforms the buy side investment process, investor analytics, and regulatory compliance by automating the current manual hedge fund subscription process between investor, fund manager and administrator. The company was founded by Subhra Bose and Meredith Allison Moss in 2010 and is headquartered in Cambridge, MA. | Packaged Software | Consultant / Advisor | |
Eubel Brady & Suttman Mutual Fund Trust
 Eubel Brady & Suttman Mutual Fund Trust Investment Trusts/Mutual FundsMiscellaneous Eubel Brady & Suttman Mutual Fund Trust operates as an open-end management investment company. It offers two diversified series, such as the Eubel Brady & Suttman Income and Appreciation Fund and the Eubel Brady & Suttman Income Fund. The company issues an unlimited number of shares of beneficial interest of separate series without par value. Eubel Brady & Suttman Mutual Fund Trust was founded on April 22, 2014 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Treasurer | |
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 | Analyst-Equity Corporate Officer/Principal | |
GTCR LLC
 GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer Private Equity Investor Private Equity Investor | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
Lind Capital Partners LLC
 Lind Capital Partners LLC Investment ManagersFinance Lind Capital Partners LLC (LCP) is an independent, SEC-registered investment advisor headquartered in Evanston, Illinois. The firm was founded in 2008 by Bob Lind and Dave Murdoch. LCP manages portfolios primarily comprised of high yield tax-exempt municipal bonds for separately managed account (SMA) clients and a registered interval fund. | Investment Managers | Founder Founder Analyst-Fixed Income | |
Dash Financial Technologies LLC
 Dash Financial Technologies LLC Investment Banks/BrokersFinance Dash Financial Technologies LLC engages in the provision of trading technologies, execution services, analytics tools, and regulatory technologies to the institutional trading community. Its services include BrokerPoint, BLAZE, SENSOR suite, equity algorithmic suite, and solutions for FINRA regulatory notices. The company was founded by Peter Maragos and David Karat on January 29, 2008 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Premium Credit Ltd.
 Premium Credit Ltd. Financial ConglomeratesFinance Premium Credit Ltd. provides payment facilitation and financing services. The firm's insurance premium finance business provides consumer and business policyholders with the ability to pay insurance premia by periodic monthly installments instead of a single annual payment. It also provides financing services for individuals to pay for other annual fees or services by monthly installments, including accountancy fees, golf club subscriptions, holiday, home pitch fees and school fees. The company was founded in 1988 is headquartered in Leatherhead, the United Kingdom. | Financial Conglomerates | Corporate Officer/Principal Director/Board Member | |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member Director/Board Member | |
CapFinancial Holdings, Inc.
 CapFinancial Holdings, Inc. Financial ConglomeratesFinance CapFinancial Holdings, Inc. operates as an investment holding firm. The company is headquartered in Doylestown, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
RevSpring, Inc.
 RevSpring, Inc. Packaged SoftwareTechnology Services RevSpring, Inc. engages in the design and development of consumer communications and billing solutions. The firm offers healthcare revenue cycle management solutions such as payment communication and payment technologies; accounts receivable management solutions for banking, government, and telecommunications industries; and related consulting services. The company was founded in 1981 and is headquartered in Nashville, TN. | Packaged Software | Director/Board Member Director/Board Member | |
| Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
| Northern Kentucky University | College/University | Graduate Degree Graduate Degree | |
| Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| PAYA HOLDINGS INC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Backcountry Investment Partnership 3 LP
 Backcountry Investment Partnership 3 LP Financial ConglomeratesFinance Backcountry Investment Partnership 3 LP functions as pooled investment fund. The company is headquartered in Northfield, IL. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Corporate Officer/Principal Chief Executive Officer | |
Ark Data, Inc.
 Ark Data, Inc. Data Processing ServicesTechnology Services Ark Data, Inc. addresses unresolved issues with the distribution and consumption of data for the financial services market. The company was founded by Richard G. Newman and Timothy V. Gavin in 2020 and is headquartered in Weston, MA. | Data Processing Services | Founder | |
| Boston College | College/University | Undergraduate Degree | |
Women's Fund of Central Ohio
 Women's Fund of Central Ohio Miscellaneous Commercial ServicesCommercial Services The Women's Fund of Central Ohio is a public foundation that focuses on gender equity. The Women's Fund of Central Ohio is based in Columbus, OH. The non-profit company invests in women and girls through trust-based investments, groundbreaking research, and intersectional advocacy. The company's mission is to transform the lives of women and girls by mobilizing social change. The company has invested over $4.30 million in social change programs that help women and girls build wealth and become leaders. The company was founded in 2001 by Loann Crane, Sally Crane Cox, Ann Pizzuti, Stephanie Hightower, Judy Garel, Jody G. Scheiman, Cathe Chapin Kobacker, Kathy Ransier, Melodee Kornacker, Nancy Jeffrey, Barbara Fergus, Emily Rutherford, Mary Lazarus, Carol Andreae, Sharon Cameron. The CEO is Kelley Griesmer. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Dayton | College/University | Undergraduate Degree | |
| Walsh University | College/University | Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree | |
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
CCO Technology LLC
 CCO Technology LLC Packaged SoftwareTechnology Services CCO Technology LLC develops technology software to automate repetitive compliance tasks and organize documents. Its products include Securities and Exchange Commission filing manager; compliance calendar; document manager; risk assessment tool; policies and procedures manual; and annual report tool. The company was founded by Bo Howell, Alec Cheung, Dina Tantra, and Mark Baltimore and is headquartered in Cincinnati, OH. | Packaged Software | Founder |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Finance | 14 |
| Consumer Services | 13 |
| Miscellaneous | 9 |
| Technology Services | 8 |
| Commercial Services | 4 |
Operationeel
| Director/Board Member | 78 |
| Corporate Officer/Principal | 55 |
| Undergraduate Degree | 22 |
| Chief Executive Officer | 13 |
| Founder | 12 |
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