San Blas Securities
San Blas Securities is a full-service independent broker-dealer and registered investment advisor based in Atlanta, Georgia, with additional offices in Chicago and New York City. Founded in 2017, the firm operates under FINRA, SIPC, and MSRB regulations, serving independent advisors, institutional investors, and middle-market companies.
The company offers a range...
Rondeivu
Rondeivu reimagines and modernizes the process by which private market deals are transacted. Our end-to-end InvestTech platform simplifies capital formation and investment with a seamless "one platform" solution for the entire deal process. We optimize for alignment of interests by sourcing opportunities and matching issuers with institutional investors.
JNK Securities Corporation
JNK Securities Corp. is a NYC based broker‐dealer, founded in 1993, execution-only trading Firm with direct market access to the listed & OTC markets. JNK also offers Thought Leadership Events and exclusive 3rd Party industry focused research to our Institutional Investor clients.
ROUNDTABLES & EVENTS
JNK has become the leading...
Iridian Asset Management LLC
Investing in corporate change is the cornerstone of Iridian's mid-cap investment philosophy, where we focus on companies undergoing significant corporate change. Our team is dedicated to independent research, investment rigor and the mitigation of risk in the service of our clients and the assets they have entrusted to our care.
Institutional Advisory Services Group
Invest in your financial future with IASG. Our advisory services and investment tools help you harness the power of alternatives in your portfolio. With over 20 years of experience in the managed futures industry, you can depend on us to be a trustworthy partner.
IASG makes it easy to explore...
IMPACT Community Capital LLC
IMPACT Community Capital LLC is a San Francisco-based investment advisor that specializes in affordable housing debt investments and community development financing. Founded in 1998 by prominent U.S. insurance companies, the firm has over 25 years of experience in creating impact investments aimed at underinvested communities.
The company offers turnkey debt...
Harken Capital
Harken Capital Securities provides fund placement and secondary advisory services to private equity firms and institutional investors. The company was founded in 2006 and is based in Boston, Massachusetts. Harken Capital Securities, LLC is a SEC registered broker-dealer and FINRA member.
GBI
GBI specializes in physical precious metals for wealth management, catering to institutional investors and high net worth individuals. The company provides dedicated accounts that allow clients to directly manage their precious metals investments, ensuring a secure and transparent way to diversify their portfolios.
Their services focus on physical precious metals...
GARCIA HAMILTON ASSOCIATES LP
We are a 100% employee-owned, Texas HUB, and MBE certified asset management firm with over $20 billion in high-quality, domestic fixed income assets under management (as of December 31, 2023).
Garda Capital Partners
Garda Capital Partners is an asset management firm that specializes in fixed income relative value strategies. Founded in 2015, with roots tracing back to 2003, the firm manages over $11 billion in assets and is headquartered in Wayzata, Minnesota. It has additional offices in Minneapolis, Copenhagen, Geneva, and Singapore, allowing...
Finitive
Finitive is a financial technology company based in New York, founded in 2017. It operates a data-driven private credit marketplace that connects institutional investors with private credit opportunities. The company’s platform facilitates streamlined access to capital for borrowers while providing investors with direct access to private credit transactions across various...
EnTrust Global
EnTrust Global is a diversified alternative investment firm founded in 1973. The company manages investments for institutions and private investors worldwide, utilizing its global infrastructure and relationships to create innovative investment opportunities. As of December 31, 2024, EnTrust Global oversees over $15.2 billion in total assets for more than 600...
Emerson Equity LLC Member FINRASIPC
Emerson Equity is a full-service brokerage focused on offering high net worth individuals and institutional clients unrivaled attention, quality investment opportunities and managed broker dealer services. As a leading boutique investment firm, we're also a trusted partner, dedicated to remaining nimble and flexible in order to fully focus on the...
Eaton Partners
Eaton Partners is a global fund placement agent and financial advisory firm, established in 1983 and a subsidiary of Stifel Financial Corp. The company specializes in raising institutional capital for investment managers across various alternative strategies, including private equity, private credit, real assets, real estate, and hedge funds/public markets. With...
Dundon Advisers LLC
Dundon Advisers LLC is a financial services firm that specializes in restructuring advisory, asset management, and credit transaction services. Founded in early 2016, the firm caters to institutional clients across various sectors, including media, cryptocurrency, energy, agriculture, and technology, with a primary focus on North America and capabilities in China...
Fithian
Fithian LLC manages a global, long-only strategy. The firm runs concentrated portfolios. We seek to identify exceptional business with sustainable competitive advantages, solid growth prospects and superior management teams. Our process, refined over 25 years, relies on a vigorous, investigative due diligence approach. We believe that purchasing stocks in companies...
First Eagle Investments
First Eagle is an independent investment management firm that manages approximately $149* billion in assets (as of 09/30/24) on behalf of institutional and individual clients. With the core purpose of providing prudent stewardship of client assets, the firm focuses on active, fundamental and benchmark-agnostic investing, with a strong focus on...
Bay Bridge Ventures
Bay Bridge Ventures is an Institutional Climate Technology focused venture capital firm, purpose-built from the ground up as a diverse-owned and managed organization investing in scalable, profitable, and impactful companies across technology sectors while providing transparency through its industry-leading impact reporting process.
Bay Bridge Ventures was founded on the belief...
AVM LP
AVM, L.P. ("AVM") is a broker-dealer founded in 1983 and located in Boca Raton, FL. The firm provides a broad range of brokerage, trading, and administrative services to its affiliate, III Capital Management, and other clients worldwide. AVM is registered with the SEC (broker-dealer), FINRA (member), and CFTC/NFA (commodity trading...