![Dan Shaeffer](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ursprung des Netzwerks ersten Grades von Dan Shaeffer
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Wasatch Advisors, Inc.
![]() Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan Shaeffer
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
LIBERTY ALL-STAR EQUITY FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
The Caldwell & Orkin Funds, Inc. | Investment Trusts/Mutual Funds | Compliance Officer | |
Thrivent Investment Management, Inc.
![]() Thrivent Investment Management, Inc. Investment ManagersFinance Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities. | Investment Managers | Analyst-Equity | |
Cobalt Capital Management, Inc.
![]() Cobalt Capital Management, Inc. Investment ManagersFinance Founded in 1994, Cobalt Capital Management, Inc. is a hedge fund manager located in Short Hills, New Jersey. The firm was formerly known as Fusion Capital Management. The firm provides investment management services to onshore and offshore hedge funds based on specific investment objectives and strategies. Investors in the funds consist primarily of institutional investors, high net-worth individuals, and endowments. Cobalt is owned by Wayne Cooperman. The general partner for the funds organized as limited partnerships is Cobalt Management LLC. Cobalt MFC LLC is a sub-advisor to certain of Cobalt's funds. Cobalt, the General Partner, and the Sub-Adviser are controlled by Wayne Cooperman. | Investment Managers | Corporate Officer/Principal | |
Invesco Exchange-Traded Fund Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
CLOUGH GLOBAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
CLOUGH GLOBAL EQUITY FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
ALPS Series Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
Stanford University | College/University | Masters Business Admin | |
Ernst & Young Real Estate Services Co. LLC
![]() Ernst & Young Real Estate Services Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Ernst & Young Global Ltd., Ernst & Young Real Estate Services Co. LLC is a company based in Miami, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Utah | College/University | Undergraduate Degree | |
Sorenson Capital
![]() Sorenson Capital Investment ManagersFinance Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Analyst | |
CLOUGH GLOBAL DIVIDEND AND INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
NCH Capital, Inc.
![]() NCH Capital, Inc. Investment ManagersFinance NCH Capital, Inc. is a SEC-registered investment advisor headquartered in New York City. It was founded in 1993 by George Rohr and Moris Tabacinic. The firm is a subsidiary of Russian-based NCH Advisors, Inc. NCH Capital provides investment supervisory and management services on a discretionary basis to clients that are pooled investment funds intended for institutional and other sophisticated investors. | Investment Managers | Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Yale University | College/University | Masters Business Admin | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree | |
United States Air Force Academy | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
Weber State University | College/University | Undergraduate Degree | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
ALPS Fund Services, Inc.
![]() ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Investment Managers | Compliance Officer | |
UBS Warburg, Inc. | Corporate Officer/Principal | ||
Yost Capital Management LP
![]() Yost Capital Management LP Investment ManagersFinance Founded by Carson Yost in 2010, Yost Capital Management LLC is a hedge fund manager located in Fort Worth, Texas. | Investment Managers | Analyst-Equity | |
US Air Force | Sovereign | Corporate Officer/Principal | |
Innovest Portfolio Solutions LLC
![]() Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
LEK Consulting Pty Ltd. | Corporate Officer/Principal | ||
Grandeur Peak Global Advisors LLC
![]() Grandeur Peak Global Advisors LLC Investment ManagersFinance Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities. | Investment Managers | Analyst-Equity Chief Investment Officer | |
Cobalt Capital, Inc. /Canada/
![]() Cobalt Capital, Inc. /Canada/ Investment ManagersFinance Founded in 2005 by Patrick Keane. Cobalt Capital Inc. is a private equity firm located in Oakville, Ontario. | Investment Managers | Corporate Officer/Principal | |
First Light Asset Management LLC
![]() First Light Asset Management LLC Investment ManagersFinance First Light Asset Management LLC (First Light) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Edina, Minnesota. The firm was founded in 2013 by Matthew Arens and Brett Johnson. First Light provides discretionary advisory services to individuals, high-net worth individuals, institutional clients, pension plans or profit-sharing plans, corporations, and charitable organizations on a discretionary basis through separately managed accounts. | Investment Managers | Analyst-Equity | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Clough Funds Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
Elkhorn Dorsey Wright Tactical Equity Income Fund
![]() Elkhorn Dorsey Wright Tactical Equity Income Fund Investment Trusts/Mutual FundsMiscellaneous Elkhorn Dorsey Wright Tactical Equity Income Fund operates as closed ended investment fund. Its investment objective is to provide a high level of current income with a secondary focus on capital appreciation. The company is headquartered in Wheaton, IL. | Investment Trusts/Mutual Funds | Compliance Officer | |
NextCap Partners Asset Management Ltda.
![]() NextCap Partners Asset Management Ltda. Investment ManagersFinance Founded in 2012, NCH Brasil Gestora de Recursos Ltda. Part of NCH Advisors, Inc., the private company is based in Rio De Janeiro, Brazil. is a Brazilian company that provides investment advice. | Investment Managers | Chief Executive Officer | |
Sorenson Ventures
![]() Sorenson Ventures Investment ManagersFinance Sorenson Ventures is a venture capital arm of Sorenson Capital founded in 2017 by Ken Elefant and Rob J. Rueckert. The firm is headquartered in Palo Alto, California with an additional office in Lehi. | Investment Managers | Private Equity Investor | |
Cheetay Logistics Pvt Ltd.
![]() Cheetay Logistics Pvt Ltd. Internet RetailRetail Trade Cheetay Logistics Pvt Ltd. operates as an e-commerce marketplace. The company is based in Kot Lakhpat Lahore, Pakistan. The Pakistani company was founded by Ahmed Haleem Khan. Majid Khan has been the CEO of the company since 2019. | Internet Retail | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 44 |
Kanada | 3 |
Australien | 2 |
Brasilien | 2 |
Pakistan | 2 |
Sektoral
Finance | 22 |
Consumer Services | 13 |
Miscellaneous | 10 |
Commercial Services | 3 |
Government | 2 |
Operativ
Compliance Officer | 29 |
Corporate Officer/Principal | 23 |
Analyst-Equity | 19 |
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 7 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Dan Shaeffer
- Unternehmensverbindungen