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Oorsprong van het eerstegraads netwerk van Long N. Tran
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
University of California, Santa Barbara
64
| College/University | Other Consumer Services | 64 |
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.
26
| Subsidiary | Investment Banks/Brokers | 26 |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.
19
| Subsidiary | Investment Managers | 19 |
Canterbury Consulting, Inc.
![]() Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA.
1
| Private Company | Investment Managers | 1 |
Mission Wealth Management LP
![]() Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Long N. Tran via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Barrow, Hanley, Mewhinney & Strauss LLC
![]() Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Fixed Income | |
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 Corporate Officer/Principal | |
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | 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 Corporate Officer/Principal | |
Avenir Corp.
![]() Avenir Corp. Investment ManagersFinance Avenir Corp. is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded in 1980 by Charles Mackall, Jr. Avenir provides investment management services on a discretionary basis to individuals, investment partnerships, retirement plans, pension and profit-sharing plans, trusts, estates, charitable organizations, foundations, private funds, corporations and other business entities, and certain wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
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 | Analyst-Equity | |
Oak Hill Capital Management LLC
![]() Oak Hill Capital Management LLC Investment ManagersFinance Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Morton Capital Management LLC
![]() Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Investment Managers | Chief Operating Officer | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Market Strategist Corporate Officer/Principal | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Masters Business Admin | |
PROCORE TECHNOLOGIES, INC. | Packaged Software | Sales & Marketing Corporate Officer/Principal | |
Drexel University | College/University | Masters Business Admin | |
Birch Grove Capital LP
![]() Birch Grove Capital LP Investment ManagersFinance Birch Grove Capital LP (Birch Grove) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jonathan Berger in 2012 and is a subsidiary of AS Birch Grove, which is owned by Birch Grove Capital Holdings LP and American Securities LLC. Birch Grove provides investment advice to private pooled investment vehicles and separately managed accounts for institutional and other investors. | Investment Managers | Analyst-Fixed Income | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
Callan LLC
![]() Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal | |
EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Analyst-Equity | |
Krossover Intelligence, Inc.
![]() Krossover Intelligence, Inc. Movies/EntertainmentConsumer Services Krossover Intelligence, Inc. provides web based video indexing platform for sports teams. The firm sells the platform as Software-as-a-Service, allowing sports teams from around the world to purchase the product as well as indexing services. The company was founded by Vasudev Kulkarni and James M. Piette III on November 26, 2008 and is headquartered in New York, NY. | Movies/Entertainment | Sales & Marketing | |
Elastic, Inc.
![]() Elastic, Inc. Packaged SoftwareTechnology Services Elastic, Inc. develops a communication and customer management platform. The firm’s product Close.io offers software and resources to help startups outsource sales functions with an on-demand basis. The company was founded in 2012 by Steli Efti, Thomas Steinacher and Anthony Nemitz and is headquartered in Mountain View, CA. | Packaged Software | Public Communications Contact | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
StepStone Group LP
![]() StepStone Group LP Investment ManagersFinance StepStone Group LP (StepStone) is a private equity firm founded in 2006 by Monte M. Brem, Tom Porter Keck and Jose A. Fernandez. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
MKA Capital Group Advisors LLC
![]() MKA Capital Group Advisors LLC Real Estate DevelopmentFinance MKA Capital Group Advisors LLC provides real estate management and development services. The private company is based in Newport Beach, CA. Michael A. Klayko has been the CEO of the company since 2013. | Real Estate Development | Corporate Officer/Principal | |
Elsewhere Partners llc
![]() Elsewhere Partners llc Investment ManagersFinance Elsewhere Partners LLC (Elsewhere Partners) is a Venture Capital firm founded in 2016 by Christopher A. Pacitti and John Douglas Thornton. The firm is headquartered in Austin, Texas. | Investment Managers | Public Communications Contact | |
BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
AP RENTALS HOLDINGS LIMITED | Finance/Rental/Leasing | Director/Board Member | |
MAK Financial Services LLC
![]() MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Investment Managers | Analyst-Equity | |
Seafield Capital Management LP
![]() Seafield Capital Management LP Financial ConglomeratesFinance Part of AlphaSense, Inc., Seafield Capital Management LP provides investment services. The company is based in New York, NY. | Financial Conglomerates | Analyst-Equity | |
Fort Point Capital Partners LLC
![]() Fort Point Capital Partners LLC Investment ManagersFinance Fort Point Capital Partners LLC (Fort Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded in 2008 by Ralph M. Drybrough, III. Fort Point provides comprehensive wealth planning and a broad array of bespoke, option-enhanced portfolio management and hedging solutions to institutional clients such as wealth advisory firms, banks, family offices and non-profit organizations. | Investment Managers | Analyst-Equity | |
University of Essex | College/University | Undergraduate Degree | |
Quantitative Advantage LLC
![]() Quantitative Advantage LLC Investment ManagersFinance Quantitative Advantage LLC (QA) is an independent investment management firm headquartered in Minnetonka, Minnesota. The firm was founded by John W. Wing and Thomas G. Fox in 2000. QA provides investment advisory services to individuals, trusts, pension and profit-sharing plans, other retirement accounts, charitable organizations and corporations or other business entities, and to participants in retirement plans. | Investment Managers | Analyst-Equity | |
University of Minnesota Twin Cities | College/University | Undergraduate Degree | |
Fairbanks Capital Management, Inc.
![]() Fairbanks Capital Management, Inc. Investment ManagersFinance Fairbanks Capital Management, Inc. (FCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rancho Santa Fe, California. The firm was founded by Steven L. Ré in 1996. FCM provides comprehensive financial planning services to individuals, corporations, foundations, trusts, charities, retirement funds, IRAs, and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Greenhill & Co. LLC
![]() Greenhill & Co. LLC Investment ManagersFinance Part of Greenhill & Co., Inc., Greenhill & Co. LLC is a company that provides financial advice services. The company is based in New York, NY. | Investment Managers | Private Equity Analyst | |
Washington & Lee University | College/University | Undergraduate Degree | |
MBA Fund /Venture Capital/
![]() MBA Fund /Venture Capital/ Investment ManagersFinance MBA Fund /Venture Capital/ (MBA Fund) is a venture capital firm founded in 2018 by Hansae Catlett, Josh Hoffman-Senn, Hiro Tien and Sieva Kozinsky. The firm is headquartered in Palo Alto, California. | Investment Managers | Founder | |
Enduring Ventures Inc
![]() Enduring Ventures Inc Investment ManagersFinance Enduring Ventures Inc (Enduring Ventures) is a venture capital and private equity firm founded by Sieva Kozinsky in 2019. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
Meaningful Partners LLC
![]() Meaningful Partners LLC Investment ManagersFinance Meaningful Partners LLC (Meaningful Partners) is a private equity firm founded in 2016 by Jake Capps and Amin Maredia. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
BrightInsight, Inc.
![]() BrightInsight, Inc. Medical/Nursing ServicesHealth Services BrightInsight, Inc. provides digital health technologies. The firm offers biopharma, patient support, medtech and engineering services. The company was founded by Kal Patel, Benjamin Lee and Ferry Tamtoro in January 2019 and is headquartered San Jose, CA. | Medical/Nursing Services | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 45 |
Griekenland | 2 |
Hongkong | 2 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 30 |
Consumer Services | 12 |
Technology Services | 4 |
Miscellaneous | 3 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 96 |
Undergraduate Degree | 90 |
Analyst-Equity | 41 |
Director/Board Member | 40 |
Private Equity Investor | 28 |
Sterkste connecties
Insiders | |
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Jonathan Siegel | 17 |
Justin Butler | 16 |
Bun Man Mung | 13 |
Atul Kamra | 10 |
Ahmad Najib Burhani | 10 |
Alexander W. Fang | 10 |
Shawn Alt | 8 |
Jamie Jackson | 8 |
Matt Kirk | 8 |
Jeffrey V. Boley | 7 |
William Anthony Grinnell | 6 |
Brandon D. Heiken | 6 |
Sieva Kozinsky | 6 |
Tom Butler | 6 |
Jens Patrick Olson | 6 |
- Beurs
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