Marc Castellani
President bij Aspiriant Risk-Managed Capital Appreciation Fund
Oorsprong van het eerstegraads netwerk van Marc Castellani
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases.
37
| Private Company | Investment Managers | 37 |
Banco JPMorgan SA
 Banco JPMorgan SA Regional BanksFinance Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services.
9
| Subsidiary | Regional Banks | 9 |
Aspiriant Risk-Managed Real Asset Fund
 Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI.
9
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 |
Aspiriant Risk-Managed Capital Appreciation Fund
 Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI.
8
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA.
7
| Holding Company | Financial Conglomerates | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Marc Castellani via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Infinity Core Alternative Fund
 Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary Compliance Officer | |
First Trust Hedged Strategies Fund
 First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Hedged Strategies Fund operates as a closed-end investment fund or Investment trust. The company was founded on March 22, 2023 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary | |
Variant Impact Fund
 Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary | |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Variant Alternative Income Fund
 Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary | |
The Relative Value Fund
 The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary | |
First Trust Private Credit Fund
 First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary | |
First Trust Private Assets Fund
 First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary | |
First Trust Real Assets Fund
 First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
UMB Fund Services, Inc.
 UMB Fund Services, Inc. Financial ConglomeratesFinance At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals. Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve. In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own. That's how they do business at UMB Fund Services, and how they deliver on their brand promise. | Financial Conglomerates | Corporate Officer/Principal Chief Administrative Officer Corporate Officer/Principal Corporate Officer/Principal | |
Center Coast Core Mlp Fund I LLC
 Center Coast Core Mlp Fund I LLC Investment Trusts/Mutual FundsMiscellaneous Center Coast Core Mlp Fund I LLC operates as a non-diversified, closed-end management investment company. Its investment objective is to seek to provide investors with current income and long-term capital appreciation. The company was founded on May 24, 2011 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member Director/Board Member | |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal 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 Graduate Degree | |
The Optima Dynamic Alternatives Fund
 The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous The Optima Dynamic Alternatives Fund operates a non-diversified, closed-end management investment fund company. Its primary investment objective is to generate meaningful risk adjusted returns over time. The fund intends to allocate its assets primarily among a range of investment vehicles that are managed by a group of institutional managers. The company was founded on May 12, 2021 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Secretary | |
| Golden Gate University | College/University | Graduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
Keystone Private Income Fund
 Keystone Private Income Fund Investment Trusts/Mutual FundsMiscellaneous Keystone Private Income Fund LP is a closed-end management investment company. Its investment objective is to produce current income. The company was founded in 2015 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Secretary | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
Gávea Investimentos Ltda.
 Gávea Investimentos Ltda. Investment ManagersFinance Gavea Investimentos Ltda. (GIL) is an independent investment management firm headquartered in Rio de Janeiro and was founded in 2003. Formerly known as 3F Administracao De Recursos Ltda., the firm was founded in 2003 by Arminio Fraga and Luiz Henrique Fraga. In 2010, Gavea became a subsidiary of JPMorgan Asset Management, the asset management arm of J.P Morgan Chase & Co. and created a strategic alliance with Highbridge Capital Management, the global alternative asset manager owned by JPMorgan Asset Management. GIL’s activities are focused on hedge funds, private equity funds, equity funds and real estate funds. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
Center Coast Core MLP Fund II LLC
 Center Coast Core MLP Fund II LLC Investment Trusts/Mutual FundsMiscellaneous Center Coast Core MLP Fund II LLC operates as a closed-end investment fund/investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
| The University of Montana | College/University | Undergraduate Degree | |
| Xavier University | College/University | Masters Business Admin | |
| Miami University | College/University | Undergraduate Degree | |
Nestle Beverage Co.
 Nestle Beverage Co. Food: Meat/Fish/DairyConsumer Non-Durables Part of Nestlé SA, Nestle Beverage Co. makes chocolate and confectionery products. The company is based in Jacksonville, IL. | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
Excite@Home Corp.
 Excite@Home Corp. Specialty TelecommunicationsCommunications Excite at Home Corp. provides voice, data, and video telecommunication services. The company provides Internet access over cable lines. It is headquartered in Redwood City, CA | Specialty Telecommunications | Corporate Officer/Principal | |
| Bowling Green State University | College/University | Undergraduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Griekenland | 2 |
| Frankrijk | 2 |
| Brazilië | 2 |
Sectoraal
| Consumer Services | 17 |
| Miscellaneous | 16 |
| Finance | 12 |
| Commercial Services | 4 |
| Consumer Non-Durables | 2 |
Operationeel
| Director/Board Member | 99 |
| Corporate Officer/Principal | 87 |
| Portfolio Manager-Equities | 43 |
| Undergraduate Degree | 42 |
| Independent Dir/Board Member | 32 |
Sterkste connecties
| Insiders | |
|---|---|
| José Berenguer | 24 |
| Terrance Gallagher | 21 |
| Ann Maurer | 19 |
| Robert Seyferth | 17 |
| David Lee | 16 |
| Gary Shugrue | 15 |
| Ken Anderson | 13 |
| Karen Blodgett | 12 |
| Neil Charles Hokanson | 10 |
| Bob Wagman | 9 |
| Randy Rae | 8 |
| John David Allen | 8 |
| Michael Kossman | 7 |
| Timothy Knott Reynolds | 7 |
| Carl David Forster | 7 |
- Beurs
- Insiders
- Marc Castellani
- Bedrijfsconnecties
