John Gutfreund
Gründer bei Halle Capital Management LP
Vermögen: 524 866 $ am 31.05.2024
Ursprung des Netzwerks ersten Grades von John Gutfreund
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Merriman Capital, Inc.
 Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers.
67
| Subsidiary | Investment Banks/Brokers | 67 |
Montefiore Medical Center
 Montefiore Medical Center Miscellaneous Commercial ServicesCommercial Services Montefiore Medical Center engages in the provision of healthcare, clinical and surgical services. It offers treatments including cardiology and cardiac surgery, cancer care, tissue and organ transplantation, children’s health, women’s health, surgery and the surgical subspecialties. The company was founded in 1884 and is headquartered in Bronx, NY.
48
| Non-Profit Organization | Miscellaneous Commercial Services | 48 |
Glenview Capital Management LLC
 Glenview Capital Management LLC Investment ManagersFinance Glenview Capital Management LLC (Glenview) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Lawrence Robbins in 2000 and is a wholly owned subsidiary of RINC Family Partnership LLC. Glenview manages capital for qualified investors through a series of private investment funds.
10
| Subsidiary | Investment Managers | 10 |
| Public Company | Biotechnology | 7 | |
Halle Capital Management LP
 Halle Capital Management LP Investment ManagersFinance Halle Capital Management LP (Halle Capital) is a private equity firm founded in 2019 by JP Gutfreund. The firm is headquartered in New York.
6
| Holding Company | Investment Managers | 6 |
Rockit Pest, Inc.
 Rockit Pest, Inc. Miscellaneous Commercial ServicesCommercial Services Rockit Pest, Inc. is a company that specializes in acquiring and operating regional pest control businesses. The company is based in Inman, SC and has subsidiaries in the United States. Rockit offers advisory services in operating, business development, financial, and strategic areas to help its pest control partners scale their businesses. Founded by Halle Capital, the company provides capital solutions to pest control operators who are looking for an ownership transition or to partner with experienced executives to accelerate growth and build a pest control company. The company was founded in 2021, and Ryan Bradbury has been the CEO since then.
4
| Holding Company | Miscellaneous Commercial Services | 4 |
Planet Smile Partners, Inc.
 Planet Smile Partners, Inc. Medical/Nursing ServicesHealth Services Planet Smile Partners, Inc. is a company that provides professional partnership services for pediatric dentists and orthodontists. The company is based in Wilmington, DE. The company specializes in administration and practice transition, and can help improve the efficiency and effectiveness of dental practices. Gary Heitzler has been the CEO of the company since 2021.
3
| Holding Company | Medical/Nursing Services | 3 |
C.E. Unterberg, Towbin Holdings, Inc.
 C.E. Unterberg, Towbin Holdings, Inc. Investment ManagersFinance Part of Canaccord Genuity Group, Inc., C.E. Unterberg, Towbin Holdings, Inc. provides financial advisory services. The company is based in New York, NY.
2
| Subsidiary | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von John Gutfreund
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
SunAmerica Asset Management LLC
 SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Analyst-Equity | |
| PMC-SIERRA INC | Semiconductors | Investor Relations Contact | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
| MERRIMAN HOLDINGS, INC. | Investment Banks/Brokers | Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Director of Research - Equity | |
Dawson James Securities, Inc.
 Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Jewish Communal Fund
 Jewish Communal Fund Services to the Health IndustryHealth Services Jewish Communal Fund provides public charity serving the philanthropic community of Greater New York through donor-advised funds, the Jewish Communal Fund offers individuals and families. The company was founded by Herbert M. Singer in 1972 and is headquartered in New York, NY. | Services to the Health Industry | Director/Board Member Director/Board Member | |
UJA-Federation of New York
 UJA-Federation of New York Miscellaneous Commercial ServicesCommercial Services UJA-Federation of New York cares for those in need, rescues those in harm’s way, and renews and strengthens the Jewish people in New York, in Israel, and around the world. Funds raised by UJA-Federation sustain the activities of health, human-service, educational, and community agencies. Every day, these community-based organizations provide a multitude of services that improve and enhance people’s lives. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Director/Board Member | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
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 | Graduate Degree Graduate Degree | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Davidson College | College/University | Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Doctorate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Natural Resources Defense Council, Inc.
 Natural Resources Defense Council, Inc. Miscellaneous Commercial ServicesCommercial Services Natural Resources Defense Council, Inc. provides environmental protection services. It provides solutions to environmental threats such as acid rain, dying rivers, over-logged forests, and ozone depletion. The company was founded in 1970 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Piper Sandler & Co.
 Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
White Plains Hospital Medical Center
 White Plains Hospital Medical Center Miscellaneous Commercial ServicesCommercial Services White Plains Hospital Center provides healthcare services. The firm provides orthopedics, obstetrics and neonatology, cancer care and cardiology services. The company was founded in 1883 and is headquartered in White Plains, NY. | Miscellaneous Commercial Services | Director/Board Member Chairman | |
| BLACKSTONE INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Apollo Management VII LP
 Apollo Management VII LP Investment ManagersFinance Apollo Management VII LP operates as a alternative investment manager. The company is headquartered in Wilmington, DE. | Investment Managers | Corporate Officer/Principal | |
Life Technologies Corp.
 Life Technologies Corp. Miscellaneous Commercial ServicesCommercial Services Life Technologies Corp. provides products in the areas of scientific research, genetic analysis and applied sciences. Its brands include Invitrogen, Applied Biosystems, Gibco, Molecular Probes, Noves, Ambion and Ion Torrent. The firm’s portfolio includes the most cited products and technologies in qPCR, capillary electrophoresis sequencing, nextgeneration sequencing, molecular diagnostics, forensics, cell culture and analysis, and agriculture research. The company was founded on November 21, 2008 and is headquartered in Carlsbad, CA. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer Chief Tech/Sci/R&D Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Montefiore Health System, Inc.
 Montefiore Health System, Inc. Managed Health CareHealth Services Montefiore Health System, Inc. provides medical services. It focuses on the health needs of communities with nationally recognized clinical excellence, MHS delivers coordinated, compassionate, science-driven care where, when and how patients need it most. The company ywas founded in 1892 and is headquartered in Tarrytown, NY. | Managed Health Care | Director/Board Member Director/Board Member Director/Board Member President | |
| Albert Einstein College of Medicine, Inc. | College/University | Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Cellmax, Inc.
 Cellmax, Inc. BiotechnologyHealth Technology Cellmax, Inc. provides research and clinical testing services. It develops non-invasive, accurate blood tests for early detection of cancer. The company was founded by Atul Sharan and Ying-Chih Chang in 2013 and is headquartered in Sunnyvale, CA. | Biotechnology | Director/Board Member Corporate Officer/Principal | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree | |
Montefiore Medicine Academic Health System, Inc.
 Montefiore Medicine Academic Health System, Inc. Hospital/Nursing ManagementHealth Services Montefiore Medicine Academic Health System, Inc. provides health care services for charity. The non-profit company is based in Bronx, NY. Philip O. Ozuah has been the CEO of the company since 2019. | Hospital/Nursing Management | Director/Board Member Chief Executive Officer | |
| University of Massachusetts Amherst | College/University | Undergraduate Degree Undergraduate Degree | |
The Shimon Ben Joseph Foundation
 The Shimon Ben Joseph Foundation Investment Trusts/Mutual FundsMiscellaneous The Shimon Ben Joseph Foundation engages as a grantmaking organization. It partners with organizations and fosters Jewish learning experiences for young Jews. The company was founded by Jim Joseph in 2006 and is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Chairman |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 24 |
| Consumer Services | 16 |
| Health Services | 5 |
| Commercial Services | 5 |
| Technology Services | 2 |
Operativ
| Director/Board Member | 298 |
| Corporate Officer/Principal | 126 |
| Analyst-Equity | 61 |
| President | 58 |
| Undergraduate Degree | 53 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Matthew Nord | 45 |
| Douglas Eisenberg | 43 |
| Nathan Gantcher | 36 |
| Thomas Harrison | 34 |
| Ronald Andrews | 27 |
| Daniel Tishman | 27 |
| Jennifer Carter | 25 |
| Michael Stocker | 20 |
| George Campbell | 17 |
| Louis Silverman | 15 |
| Michael Legg | 15 |
| Greg S. Curhan | 15 |
| Philip Ozuah | 14 |
| James McIlree | 14 |
| Joel W. Achramowicz | 14 |
- Börse
- Insiders
- John Gutfreund
- Unternehmensverbindungen