Ursprung des Netzwerks ersten Grades von A. Charles Thomas
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
TA/WEG Parent LLC
TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN.
4
| Subsidiary | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von A. Charles Thomas
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
TA Associates Management LP
TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Private Equity Investor | |
Davidson Kempner Partners LP | Investment Trusts/Mutual Funds | Private Equity Investor | |
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 | Director/Board Member | |
Gemini Fund Services LLC
Gemini Fund Services LLC Investment Banks/BrokersFinance Founded in 2002, Gemini Fund Services LLC is a fund distributor headquartered in Hauppauge, New York. The firm partners with investment companies to deliver comprehensive pooled investment solutions including mutual funds, hedge funds and collective investment trusts. | Investment Banks/Brokers | Director/Board Member | |
TaxAct, Inc.
TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA. | Packaged Software | Director/Board Member | |
Stadion Money Management LLC
Stadion Money Management LLC Investment ManagersFinance Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants. | Investment Managers | Director/Board Member | |
The Clayton Group, Inc.
The Clayton Group, Inc. Investment ManagersFinance The Clayton Group, Inc. manages risk for loan related assets. The private company is based in Shelton, CT. | Investment Managers | Director/Board Member | |
K2 Advisors LLC
K2 Advisors LLC Investment ManagersFinance K2 Advisors LLC provides investment advice. The company was founded in 1994 by William Angus Douglass III and David Charles Saunders and is headquartered in Stamford, CT. | Investment Managers | Director/Board Member | |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Director/Board Member | |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Director/Board Member | |
Carleton College | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree | |
Washington & Lee University | College/University | Undergraduate Degree | |
Clayton Fixed Income Services, Inc.
Clayton Fixed Income Services, Inc. Investment ManagersFinance Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO. | Investment Managers | Director/Board Member | |
Dealer Tire LLC
Dealer Tire LLC Wholesale DistributorsDistribution Services Dealer Tire LLC distributes replacement tires and parts for automotive manufacturers and dealers. The firm specializes in automotive, tires, maintenance, distribution and program management. The company was founded by Dean Mueller and Scott Mueller in 1999 and is headquartered in Cleveland, OH. | Wholesale Distributors | Director/Board Member | |
Zoominfo Technologies LLC
Zoominfo Technologies LLC Packaged SoftwareTechnology Services Zoominfo Technologies LLC engages in the provision of online information services. It offers products and solutions for customers in sales, marketing, and enterprises. The company was founded by Jonathan Stern and Michel Decary in 2000 and is headquartered in Waltham, MA. | Packaged Software | Director/Board Member | |
Clayton Holdings, Inc.
Clayton Holdings, Inc. Insurance Brokers/ServicesFinance Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL. | Insurance Brokers/Services | Director/Board Member | |
American Access Care LLC
American Access Care LLC Medical/Nursing ServicesHealth Services American Access Care LLC provides management services including billing and collection services for healthcare practitioners. The company was founded by Raymond D. Figueroa in 2001 and is headquartered in Glen Rock, PA. | Medical/Nursing Services | Director/Board Member | |
The Boston Ballet, Inc.
The Boston Ballet, Inc. Media ConglomeratesConsumer Services The Boston Ballet, Inc. is non for profit company engages in classical professional ballet. The company was founded by E. Virginia Williams in 1979 and is headquartered in San Diego, CA. | Media Conglomerates | Director/Board Member | |
Wealth Enhancement Group LLC
Wealth Enhancement Group LLC Investment ManagersFinance Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member Chief Executive Officer | |
Financial-Information-Technologies LLC
Financial-Information-Technologies LLC Packaged SoftwareTechnology Services Financial-Information-Technologies LLC offers electronic funds transfer (EFT) and electronic data interchange (EDI) services. It provides delivery data exchanging, invoice settlement, payment activity reconciling, and purchase management services. The company was founded by Scott P. Riley in 1991 and is headquartered in Tampa, FL. | Packaged Software | Director/Board Member | |
Procare Software LLC
Procare Software LLC Packaged SoftwareTechnology Services Procare Software LLC provides management solutions for child care owners, administrators, educators, and parents. It offers software solutions for family and child data, family accounting, agency accounting, child care tuition collection, time and attendance, menus and meal counts, employee records, and time cards. The company was founded by Jeffrey R. Blum in 1992 and is headquartered in Medford, OR. | Packaged Software | Director/Board Member | |
Access Technology Group Ltd.
Access Technology Group Ltd. MiscellaneousMiscellaneous Access Technology Group Ltd. is a holding company, which enagges in the development of business management software solutions. It offers a range of on-premise and cloud based solutions in finance, human resource, payroll, warehousing, business intelligence, professional services automation, and manufacturing. The company was founded on September 27, 2005 and is headquartered in Colchester, the United Kingdom. | Miscellaneous | Director/Board Member | |
Evanston Capital Management LLC
Evanston Capital Management LLC Investment ManagersFinance Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund. | Investment Managers | Director/Board Member | |
Zoominfo LLC
Zoominfo LLC Internet Software/ServicesTechnology Services Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA. | Internet Software/Services | Director/Board Member | |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Chief Executive Officer | |
The Wealth Enhancement Group, Inc.
The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Investment Managers | Director/Board Member Chief Executive Officer | |
Exeter Property Group LLC
Exeter Property Group LLC Investment ManagersFinance Exeter Property Group LLC ( Exeter Property ) is a private equity subsidiary of EQT AB founded in 2021. The firm is headquartered in Conshohocken, Pennsylvania. | Investment Managers | Director/Board Member | |
AffiniPay LLC
AffiniPay LLC Regional BanksFinance AffiniPay LLC provides payment processing services. It offers credit card and online payment processing services for attorneys that safeguards lawyers' funds in compliance with tax laws. The company was founded by Amy M. Porter in 2005 and is headquartered in Austin, TX. | Regional Banks | Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
ZoomInfo Holdings LLC
ZoomInfo Holdings LLC Internet Software/ServicesTechnology Services ZoomInfo Holdings LLC operates as a holding company. The company through its subsidiaries designs and develops sells and marketing intelligence solutions. ZoomInfo Holdings was founded by Henry Schuck in 2007 and is headquartered in Vancouver, WA. | Internet Software/Services | Director/Board Member | |
Russell Investments Group LLC (United States)
Russell Investments Group LLC (United States) Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Investments is a Seattle-based investment management partner that is devoted to improving people's financial security. The American company manages investments for large institutions, advisors, and individuals. Russell Investments offers overlay services to reduce risk and access opportunities through a derivative trading overlay. The company's specialists share insights on current challenges and ideas on solutions that could support portfolios for whatever lies ahead. The company's quarterly Economic & Market Review helps explain portfolio performance in light of recent market events. | Financial Conglomerates | Director/Board Member | |
Emerald Acquisition Ltd.
Emerald Acquisition Ltd. Investment ManagersFinance Part of Russell Investments Group Ltd., Emerald Acquisition Ltd. is a British company that specializes in advanced botox® training and dermal filler applications. The company is based in London, UK. The company offers specialized botox® training courses that provide enhanced training into advanced methods of facial rejuvenation. Additionally, they are 2021 business ambassadors for Operation Smile. The company also offers an advanced masterclass lip filler course to learn lip augmentation in an intensive environment from Acquisition Aesthetics expert surgical trainers. | Investment Managers | Director/Board Member | |
Russell Investments US Institutional Holdco, Inc.
Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Investment Managers | Director/Board Member | |
Retriever Medical / Dental Payments LLC
Retriever Medical / Dental Payments LLC Miscellaneous Commercial ServicesCommercial Services Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Russell Investments UK Midco Ltd.
Russell Investments UK Midco Ltd. Investment ManagersFinance Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people. | Investment Managers | Director/Board Member | |
Russell Investments UK Lower-Tier Holdco Ltd.
Russell Investments UK Lower-Tier Holdco Ltd. Investment ManagersFinance Founded in 2016, Russell Investments UK Lower-Tier Holdco Ltd. is a holding company that provides investment management, advice, and consulting services through its subsidiaries. Part of Russell Investments Group Ltd., the company is based in London, UK. | Investment Managers | Director/Board Member | |
Russell Investments UK Blocker Ltd.
Russell Investments UK Blocker Ltd. Financial ConglomeratesFinance Founded in 2016, Russell Investments UK Blocker Ltd. is a company that provides investment services. The company is based in London, UK and is part of Russell Investments Group Ltd. | Financial Conglomerates | Director/Board Member | |
ZOOMINFO TECHNOLOGIES INC. | Packaged Software | Director/Board Member | |
WEG Sub Parent LLC
WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Mao Corp. | Director/Board Member |
Statistik
International
Vereinigte Staaten | 45 |
Vereinigtes Königreich | 6 |
Sektoral
Finance | 26 |
Technology Services | 9 |
Consumer Services | 8 |
Miscellaneous | 4 |
Commercial Services | 3 |
Operativ
Director/Board Member | 49 |
Chief Executive Officer | 4 |
Private Equity Investor | 3 |
Undergraduate Degree | 3 |
Masters Business Admin | 3 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Todd Crockett | 32 |
M. Burns | 20 |
Jeff Dekko | 9 |
Kunal Kapoor | 2 |
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