Ursprung des Netzwerks ersten Grades von Eric Kleinschmidt
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Public Company | Investment Managers | 40 | |
City National Rochdale Strategic Credit Fund
 City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY.
13
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Eric Kleinschmidt
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Rochdale Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Investment Managers | Sales & Marketing | |
| City National Rochdale Funds | Investment Trusts/Mutual Funds | Corporate Secretary Director/Board Member Chief Executive Officer Chairman Director/Board Member Corporate Officer/Principal Treasurer Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
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 | |
City National Rochdale Select Strategies Fund
 City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Chief Executive Officer Chairman Director/Board Member Director/Board Member Director/Board Member Compliance Officer Corporate Officer/Principal Director/Board Member Treasurer Corporate Officer/Principal | |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member President Corporate Secretary Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
| City National Rochdale High Yield Alternative Strategies Maste | Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Compliance Officer Director/Board Member Corporate Secretary | ||
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member President Corporate Secretary Director of Finance/CFO | |
| City National Rochdale High Yield Alternative Strategies Tei | Chairman Compliance Officer Compliance Officer Director/Board Member | ||
Rochdale International Trade Fixed Income Fund
 Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Rochdale International Trade Fixed Income Fund operates as a close-ended fund. Its objective is to provide total return substantially derived from interest income earned on loans and other forms of debt obligations. The company was founded in May, 2008 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Secretary Chairman Director/Board Member Director/Board Member | |
| St. Joseph's University | College/University | Director/Board Member Undergraduate Degree Masters Business Admin Masters Business Admin | |
| City National Rochdale High Yield Alternative Strategies Fund | Chairman Compliance Officer Director/Board Member | ||
FS Investment Corp. III
 FS Investment Corp. III Investment ManagersFinance FS Investment Corp. III, non-traded business development company, invests in public and private middle-market companies located in the United States with revenues of USD 50 million - 2.5 billion and positive cash flows. The focuses on broad range of sectors and industries. It provides financing in the form of senior secured loans, second lien secured loans, subordinated loans and warrants. It also acquires minority interests in the form of common or preferred equity in companies, either in conjunction with one of the debt investments or through a co-investment with a financial sponsor. | Investment Managers | Director/Board Member Director of Finance/CFO Compliance Officer | |
| FS KKR CAPITAL CORP. II | Investment Managers | Director/Board Member Director of Finance/CFO Compliance Officer | |
| Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member | ||
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Symphonic Financial Advisors LLC
 Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic Financial Advisors LLC (Symphonic) is an independent registered investment advisor headquartered in New York City. The firm was founded by Garrett R. D'Alessandro in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. Symphonic provides money management services to individual and institutional clients primarily on a limited discretionary basis. | Investment Managers | Chief Operating Officer Chief Executive Officer | |
LLR Management, LP.
 LLR Management, LP. Investment ManagersFinance LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania. | Investment Managers | Founder Compliance Officer | |
PPB Capital Partners LLC
 PPB Capital Partners LLC Investment ManagersFinance PPB Capital Partners LLC (PPB CAPITAL PARTNERS) is a private equity firm founded in 2008. The firm is headquartered in Conshohocken, Pennsylvania. | Investment Managers | Director/Board Member Director/Board Member | |
| FS KKR CAPITAL CORP. | Investment Managers | Director/Board Member Compliance Officer | |
FS Investment Corp. IV
 FS Investment Corp. IV Investment ManagersFinance FS Investment Corp. IV invests in middle-market companies located in the United States with revenues of USD 50 - 2500 million. The fund targets companies operating in the fields food, beverage & tobacco, technology hardware & equipment, energy, consumer services, media, commercial & professional services, materials and software & services. The firm provides financing in the form of senior secured loans, second lien secured loans and subordinated loans, common or preferred equity investments and equity-related securities such as rights & warrants. It acquires minority stakes in conjunction with the debt investments or through a co-investment with a financial sponsor. | Investment Managers | Director/Board Member Compliance Officer | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
FS Credit Income Fund
 FS Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous FS Credit Income Fund is a non-diversified, closed-end management investment company. The Funds investment objective is to provide attractive total returns, which will include current income and capital appreciation. The company was founded on October 27, 2016 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
QuantaVerse, Inc.
 QuantaVerse, Inc. Data Processing ServicesTechnology Services QuantaVerse, Inc. provides data science-based analytical solutions focused on the financial services industry. It offers solutions for anti-money laundering, and foreign corrupt practices act. The company was founded by David McLaughlin in 2014 and is headquartered in Wayne, PA. | Data Processing Services | Chief Executive Officer | |
SEI Investments (Europe) Ltd.
 SEI Investments (Europe) Ltd. Investment ManagersFinance SEI Investments (Europe) Ltd. (SEI Europe) is the Great Britain-based asset management subsidiary of SEI Investments Co. (NASDAQ: SEIC) in the US. Headquartered in London, SEI Europe was founded in 1999 and provides a range of asset management, investment processing and investment operations solutions to professional wealth managers, institutional investors, investment management firms, and private investors. | Investment Managers | Chief Executive Officer | |
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Investment Managers | Corporate Officer/Principal | |
| Villanova University | College/University | Graduate Degree | |
| University of Virginia | College/University | Undergraduate Degree | |
PTC 450 Ltd.
 PTC 450 Ltd. Financial ConglomeratesFinance PTC 450 Ltd. engages in the provision of investment services. The company is headquartered in Radnor, PA. | Financial Conglomerates | Director/Board Member | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 42 |
| Finnland | 2 |
| Cayman Islands | 2 |
| Singapur | 2 |
| Hong Kong | 2 |
Sektoral
| Finance | 17 |
| Miscellaneous | 15 |
| Commercial Services | 7 |
| Consumer Services | 6 |
| Technology Services | 2 |
Operativ
| Director/Board Member | 104 |
| Corporate Officer/Principal | 77 |
| Compliance Officer | 33 |
| Undergraduate Degree | 30 |
| Independent Dir/Board Member | 27 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Jay Nadel | 27 |
| Howard Ross | 21 |
| Jon Hunt | 19 |
| James Volk | 18 |
| Joseph Paul Ujobai | 14 |
| James Wolford | 13 |
| Garrett Richard D'Alessandro | 13 |
| Kurt Alexander Hawkesworth | 10 |
| Thomas Smith | 9 |
| Daniel Hanwacker | 9 |
| Don Andrews | 7 |
| Michael Lukaj | 7 |
| Michael Peterson | 7 |
| Sarah Blumenstein | 7 |
| David McLaughlin | 7 |
- Börse
- Insiders
- Eric Kleinschmidt
- Unternehmensverbindungen
