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James Neville
Direktor/Vorstandsmitglied bei PALMER SQUARE CAPITAL BDC INC.
Ursprung des Netzwerks ersten Grades von James Neville
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Palmer Square Opportunistic Income Fund
![]() Palmer Square Opportunistic Income Fund Investment Trusts/Mutual FundsMiscellaneous Palmer Square Opportunistic Income Fund operates as a non-diversified, closed-end investment company. The fund's primary investment objective is to seek a high level of current income and secondary objective is long-term capital appreciation. It may invest in portfolio of investment grade as well as non-investment grade floating rate securities. The company was founded on May 1, 2014 and is headquartered in Mission Woods, KS.
11
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 |
Public Company | Financial Conglomerates | 10 | |
Montage Managers Trust
![]() Montage Managers Trust Investment Trusts/Mutual FundsMiscellaneous Montage Managers Trust is a closed-end Investment fund. It operates through the fund company Montage Investment LLC. The company was founded on November 24, 2014 and is headquartered in Leawood, KS.
5
| Extinct | Investment Trusts/Mutual Funds | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von James Neville
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
The Central Trust Bank (Jefferson City, Missouri)
![]() The Central Trust Bank (Jefferson City, Missouri) Regional BanksFinance The Central Trust Bank provides banking services. The firm offers banking, brokerage, wealth and cash management and financial planning services. The company was founded in September 1902 and is headquartered in Jefferson City, MO. | Regional Banks | Corporate Officer/Principal | |
Scout Investments, Inc.
![]() Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Investment Managers | Compliance Officer | |
SG Americas Securities LLC
![]() SG Americas Securities LLC Investment Banks/BrokersFinance SG Americas Securities LLC (SGAS) is the securities broker/dealer subsidiary of SG Americas Securities Holdings LLC, which in turn is owned by Société Générale SA (EPA: GLE) in France. Headquartered in New York City, SGAS offers capital markets and securities services for retail and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Country Club Trust Co., NA
![]() Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS. | Regional Banks | Portfolio Manager-Equities | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Head-Equity Investments | |
TortoiseEcofin Investments LLC
![]() TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Financial Conglomerates | President | |
TORTOISE MIDSTREAM ENERGY FUND, INC. | Investment Trusts/Mutual Funds | President | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Goodman Manufacturing Co. LP
![]() Goodman Manufacturing Co. LP Industrial MachineryProducer Manufacturing Goodman Manufacturing Co. LP manufactures and distributes heating, ventilation, and air conditioning products for residential and light-commercial use. Its products include air conditioning systems, packaged heat pump, air handlers, coils, and gas furnaces. The company was founded by Harold V. Goodman in 1982 and is headquartered in Houston, TX. | Industrial Machinery | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Bryan Cave Leighton Paisner LLP
![]() Bryan Cave Leighton Paisner LLP Miscellaneous Commercial ServicesCommercial Services Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan Stanley Venture Partners
![]() Morgan Stanley Venture Partners Investment ManagersFinance Morgan Stanley Venture Partners (MSVP) is a venture capital firm subsidiary of Morgan Stanley Investment Management Merchant Banking, which is ultimately owned by Morgan Stanley (NYSE: MWD) founded in 1986.The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Prairie Capital Management LLC
![]() Prairie Capital Management LLC Investment ManagersFinance Prairie Capital Management LLC (PCM) is a wealth management firm headquartered in Kansas City, Missouri. The firm was founded in 1995 and was acquired by UMB Financial Corp. (NASDAQ: UMBF) in 2010. PCM provides wealth management and investment consulting services to high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the US through offices in the Kansas City, Chicago and Dallas metropolitan areas. | Investment Managers | Portfolio Manager-Equities | |
Arizona State University | College/University | Graduate Degree Undergraduate Degree | |
Palmer Square Capital Management LLC
![]() Palmer Square Capital Management LLC Investment ManagersFinance Palmer Square Capital Management LLC (Palmer Square) is a SEC-registered investment advisor headquartered in Mission Woods, Kansas. The firm was founded by Christopher Long in 2009 and is a subsidiary of Palmer Square Holdings LLC. Palmer Square provides investment advisory services to institutions, high-net worth individuals, collective investment trusts, investment companies and other pooled investment vehicles. | Investment Managers | Chief Executive Officer Chief Investment Officer President Compliance Officer Portfolio Manager-Equities Compliance Officer Corporate Officer/Principal | |
Montage Investments LLC
![]() Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Investment Managers | President Compliance Officer Corporate Officer/Principal Chief Operating Officer | |
Mariner Wealth Advisors LLC
![]() Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | President Chief Operating Officer Corporate Officer/Principal | |
JPMorgan Chase & Co. (Custody) | Corporate Officer/Principal Corporate Officer/Principal | ||
University of Kansas | College/University | Masters Business Admin Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin | |
University of San Diego | College/University | Graduate Degree | |
University of Oklahoma | College/University | Graduate Degree | |
The Anschutz Corp.
![]() The Anschutz Corp. Integrated OilEnergy Minerals The Anschutz Corp. engages in the provision of investments in the natural resources industry. The company was founded by Philip Frederick Anschutz in 1958 and is headquartered in Denver, CO. | Integrated Oil | Corporate Officer/Principal | |
Indiana University | College/University | Undergraduate Degree | |
University of Kansas School of Law | College/University | Graduate Degree | |
Giuliani Capital Advisors LLC /San Francisco Ops/ | Investment Managers | Corporate Officer/Principal | |
Spears School of Business | College/University | Undergraduate Degree | |
Gettysburg College | College/University | Undergraduate Degree | |
Golub Capital Management LLC
![]() Golub Capital Management LLC Investment ManagersFinance Part of Golub Capital Partners LLC, Golub Capital Management LLC provides investment advice. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
LibreMax Capital LLC
![]() LibreMax Capital LLC Investment ManagersFinance LibreMax Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded in 2010 by Greg Lippmann, Fred Brettschneider, Jordan Milman and Eugene Xu. The firm is wholly-owned by LibreMax Intermediate Holdings LP, which is owned by LibreMax Capital Holdings LP. LibreMax Capital provides advisory services to private investment funds and sub-advisory services to non-US investment funds. Investors in the private investment funds may include institutional investors, pension and profit-sharing plans, trusts, estates, charitable organizations, high net-worth individuals, private investment funds, corporations and other business entities. | Investment Managers | Compliance Officer | |
Northern Arizona University | College/University | Undergraduate Degree | |
Westminster College (Missouri) | College/University | Undergraduate Degree | |
Ecofin Tax-Exempt Private Credit Fund, Inc.
![]() Ecofin Tax-Exempt Private Credit Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. operates as a closed-end investment fund. It provides investment advisory services to the fund and advisers. The company is headquartered in Leawood, KS. | Investment Trusts/Mutual Funds | Chairman | |
Blackhawk Engagement Solutions (DE), Inc.
![]() Blackhawk Engagement Solutions (DE), Inc. Miscellaneous Commercial ServicesCommercial Services Blackhawk Engagement solutions (DE), Inc. provides rebate. It offers marketing services, acquisition planning, consumer and corporate, incentives, customer retention programs, sales preparation, and credit management and finance. The company was founded on September 27, 1999 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
TH Lee Putnam Ventures Fund
![]() TH Lee Putnam Ventures Fund Investment ManagersFinance TH Lee Putnam Ventures Fund invests in technology companies located in the Eastern US with strong management teams and profitability. The fund targets companies operating in the fields of financial services, retail & consumer products, distribution & logistics, business process outsourcing, media and communications. It provides financing for buyouts, recapitalization, spin-outs, public entities, early and later stage capital requirements with an investment size ranging from $10 - $50 million. It acts as the lead investor and also takes a seat on the board of directors. | Investment Managers | Corporate Officer/Principal | |
Avero LLC
![]() Avero LLC Packaged SoftwareTechnology Services Avero LLC provides business intelligence software to food and beverage operators in the hospitality industry. Its product, Slingshot is a web-based software solution. The firm's customers include Caesars Entertainment, China Grill Management, Wolfgang Puck Fine Dining and Midnight Oil. The company was founded by Damian J. Mogavero in 1999 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin | |
Guilford Capital Credit II Offshore LP
![]() Guilford Capital Credit II Offshore LP Investment ManagersFinance Guilford Capital Credit II Offshore LP is an investment fund. The private company is based in George Town, Cayman Islands. | Investment Managers | Director/Board Member |
Statistik
International
Vereinigte Staaten | 44 |
Cayman Islands | 2 |
Sektoral
Finance | 22 |
Consumer Services | 15 |
Commercial Services | 4 |
Miscellaneous | 3 |
Producer Manufacturing | 2 |
Operativ
Corporate Officer/Principal | 24 |
Director/Board Member | 13 |
Undergraduate Degree | 11 |
President | 11 |
Compliance Officer | 10 |
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