Gerry Iorio
Private Equity Investor bij CAZ Investments /Private Equity/
Oorsprong van het eerstegraads netwerk van Gerry Iorio
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas.
44
| Subsidiary | Investment Managers | 44 |
John Carroll University
27
| College/University | Other Consumer Services | 27 |
International Value Advisers LLC
 International Value Advisers LLC Investment ManagersFinance International Value Advisers LLC (IVA) is an independent investment advisory firm headquartered in New York City. The firm was founded by Michael Malafronte and Chuck de Lardemelle in 2007. IVA provides investment advisory services to separate accounts, US registered mutual funds, US based private funds, and Cayman-based mutual funds. Separate account clients include institutions, pension and profit-sharing plans, trusts and charitable organizations.
26
| Extinct | Investment Managers | 26 |
Morgan Stanley Investment Management Co.
 Morgan Stanley Investment Management Co. Investment ManagersFinance Morgan Stanley Investment Management Co. (MSIM-Singapore) is an asset management firm headquartered in Singapore. The firm was founded in 1990 and is a subsidiary of Morgan Stanley (Singapore) Holdings Pte Ltd., ultimately held by Morgan Stanley (NYSE: MS) in the US. MSIM-Singapore manages assets for a range of institutional clients, which includes endowments, foundations, pension funds, corporations, governments, and high-net worth individuals. The Singapore office focuses on managing portfolios of Asian securities.
4
| Subsidiary | Investment Managers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Gerry Iorio via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Bel Air Investment Advisors LLC
 Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Investment Managers | Corporate Officer/Principal | |
Kayne Anderson Rudnick Investment Management LLC
 Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Investment Managers | Consultant / Advisor | |
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Private Equity Investor Corporate Officer/Principal | |
Bragg Financial Advisors, Inc.
 Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Investment Managers | Analyst-Equity | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Eagle Investment Management LLC
 First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Analyst-Equity Director of Research - Equity Trading-Fixed Income Analyst-Equity Corporate Officer/Principal | |
R. G. Niederhoffer Capital Management, Inc.
 R. G. Niederhoffer Capital Management, Inc. Investment ManagersFinance R. G. Niederhoffer Capital Management, Inc. (RGNCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Sunny Isles Beach, Florida. The firm was founded by Roy G. Niederhoffer in 1993. RGNCM serves as the investment manager for several private funds, as sub-investment manager for one hedge fund, and as the investment manager or trading advisor for several separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
CAZ Investments LP
 CAZ Investments LP Investment ManagersFinance CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds. | Investment Managers | Investment Committee Member Founder Investment Committee Member | |
Northcoast Research Partners LLC
 Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Astor Investment Management LLC
 Astor Investment Management LLC Investment ManagersFinance Astor Investment Management LLC (Astor) is a registered investment adviser headquartered in Chicago, Illinois. The firm was formally organized in 2013 in connection with a corporate restructuring of Astor Asset Management LLC which was founded in 2001. Astor provides proprietary tactical allocation strategies focused on macroeconomic analysis. They provide advisory services primarily to (1) separately managed accounts SMA), (2) mutual funds, and (3) unified managed accounts (UMA). Their portfolios are generally available as a SMA or UMA within wrap fee programs provided by a broker-dealer or investment adviser. | Investment Managers | Private Equity Investor | |
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 Private Equity Investor Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree | |
Van Cleef Asset Management, Inc.
 Van Cleef Asset Management, Inc. Investment ManagersFinance Van Cleef Asset Management, Inc. (Van Cleef) is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Mark T. Coffin in 1988. Van Cleef provides investment advisory services to individuals, families, trust relationships and charitable organizations. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
| Drexel University | College/University | Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fund Services Group
 Fund Services Group Financial ConglomeratesFinance Fund Services Group LLC is a leading provider for outsourced CFO and investor services. The private company is based in Houston, TX and was founded by Isaiah Massey. The company's team combines the services of a CFO, controller, and accounts payable clerk to support the launch and growth of firms. The company offers a range of services tailored to align with the needs and challenges of their clients, freeing them from back-office distractions. Fund Services Group also focuses on improving the investor experience by providing personalized onboarding, communication, and creative solutions. | Financial Conglomerates | Founder Private Equity Investor Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| CAZ GP Ownership Class D Fund - TE LP | Investment Managers | Director/Board Member Director/Board Member | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| CAZ DFG Diversified Fund, L.P. - Vintage I Portfolio | Director/Board Member Director/Board Member | ||
| Caz Professional Sports Ownership Fund I - Te LP | Director/Board Member Director/Board Member | ||
| CAZ GP Ownership Class C Fund LP | Investment Managers | Director/Board Member Director/Board Member | |
| CAZ Professional Sports Ownership Fund I LP | Director/Board Member Director/Board Member | ||
| CAZ Merchant WP I Fund LP | Director/Board Member Director/Board Member | ||
CAZ eSports Fund LP - Artist SPV D Portfolio
 CAZ eSports Fund LP - Artist SPV D Portfolio Investment ManagersFinance CAZ eSports Fund LP - Artist SPV D Portfolio provides investment services. The company is headquartered in Houston, TX. | Investment Managers | Director/Board Member Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Mays Business School | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Texas at Austin Graduate School | College/University | Graduate Degree Undergraduate Degree | |
LJM Partners Ltd.
 LJM Partners Ltd. Investment ManagersFinance LJM Partners Ltd. is an investment firm based in Chicago, IL. | Investment Managers | Private Equity Investor | |
| Trust Co. of The West | Private Equity Investor | ||
Lotte Chemical Titan Trading Sdn. Bhd.
 Lotte Chemical Titan Trading Sdn. Bhd. Chemicals: SpecialtyProcess Industries Part of Lotte Chemical Corp., Lotte Chemical Titan Trading Sdn. is a petrochemical company based in Pasir Gudang, Malaysia. Bhd. The Malaysian company produces a comprehensive portfolio of olefins and polyolefins that contribute to enhancing everyday life. Lotte Chemical Titan Trading Sdn. possesses the competitiveness that has enabled it to lead Southeast Asia's petrochemical industry. The company has a plastic technical center that functions to improve the quality of its products. is a subsidiary of Lotte Chemical Holding Berhad. | Chemicals: Specialty | Private Equity Investor | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
| Moorpark College | College/University | Undergraduate Degree | |
William Blair & Co
 William Blair & Co Investment Banks/BrokersFinance Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of California Los Angeles Graduate School | College/University | Undergraduate Degree | |
| State University of New York at Buffalo | College/University | Undergraduate Degree | |
| Seoul National University | College/University | Undergraduate Degree | |
Kylin Management LLC
 Kylin Management LLC Investment ManagersFinance Kylin Management LLC is a hedge fund manager headquartered in New York City. The firm was founded in 2005 and is a subsidiary of Kylin Capital Management LP. Kylin Management provides discretionary investment advice to private investment funds and discretionary investment advice to separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
| Wichita State University Foundation | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Hongkong | 2 |
| Maleisië | 2 |
| Zuid-Korea | 2 |
Sectoraal
| Finance | 28 |
| Consumer Services | 16 |
| Process Industries | 2 |
Operationeel
| Corporate Officer/Principal | 125 |
| Undergraduate Degree | 84 |
| Private Equity Investor | 64 |
| Director/Board Member | 48 |
| Analyst-Equity | 35 |
Sterkste connecties
| Insiders | |
|---|---|
| William A. Valerian | 21 |
| Christopher Zook | 19 |
| Robert Kraft | 17 |
| Isaiah Massey | 11 |
| Mark P. Wehrman | 10 |
| Nicole Engel | 10 |
| Vincent W. Shemo | 9 |
| Adam Willkomm | 8 |
| Jay Winfield van Ert | 8 |
| Michael Malafronte | 8 |
| Heather Ayres | 7 |
| Sally Taylor | 7 |
| Clark Edlund | 7 |
| Matt Lindholm | 6 |
| Angel Tam | 6 |
- Beurs
- Insiders
- Gerry Iorio
- Bedrijfsconnecties
