This is asset manager based in Stamford, CT. They have 6.0 bn AUM, and use a long strategy for their investing, and they do not do short term trading, as they believe in the power of compounding and holding out through bear markets, as well as using reliable and time-tested investing strategies in their investing.

Triodos Investment Management is a globally recognised leader in impact investing – offering investable solutions to address today’s most critical sustainability challenges. We serve as a catalyst in sectors that are key in the transition to a world that is fairer, more sustainable and humane. With over 25 years of experience in investing for…

Boutique asset management firm dealing with public pensions in Dallas TX. They have a fair amount of assets under management and is quite small in terms of employees.

Private market investments spanning all asset classes, main verticals include financials services and asset management as well as health tech investing 

Small-sized

Intermountain Wealth Management emerged at the bottom of the financial crisis of 2008-2009. Many financial institutions failed and others were scrambling to survive because they forgot the importance of risk management. The advisors at IWMworked for years at large brokerage firms and decided that a better path was needed in order to protect the…

interactive brokesr is a brokerage firm which provides software to manage assets founded by thomas

Start-up Investment Firm seeking RIA status from the SEC in 2020.

It manages asset of the individual investors. Vision capital management is the subsidiary of vision capital.

Control and budget retirement funds for recently retired. Small group with small town feel in clientele. 

Mutual Fund Investment Group is a financial services company based out of 70 Walnut St, Wellesley, Massachusetts, United States.

Fairholme Capital Management, L.L.C. is an employee owned investment manager. The firm primarily provides its services to individuals, typically high net worth individuals. It also provides its services to pooled investment vehicles, corporations, individuals, including high net worth individuals, banking or thrift institutions, pension and profit…

Die Blue Elephant Energy AG erwirbt und betreibt Solar- und Windparks sowie potentiell andere Infrastrukturprojekte aus dem Bereich der Erneuerbaren Energien.

Ferox Capital LLP is an investment management firm specialising in generating returns from diversified global convertible bond strategies. The firm was founded in 2000 by Jeremy Herrmann, together with Alex Warren and Rupert Mathews. Having worked together for well over a decade in the convertible bond markets they continue to lead the investment…

A financial planning company. A division of London Life.

Freedom Invest is a wholly owned brand of Greenwich Creek Capital Management, LLC; and therefore uses the same investment strategies as Greenwich Creek Capital Management, LLC.

this is my description which is really dumb right now but I don't know what to say other than asset management

Greenwich Asset Management Gp is designed to manage US Listed Equity Portfolios through Managed Accounts for foreign and domestic entities. Clients can be assured that we are extremely concerned about how their investment capital is deployed.

Our investment philosophy is simple: we seek to buy good businesses at low prices.  We focus exclusively on companies that are underperforming their historically demonstrated earnings power, performing fundamental, bottom-up research on these companies in an effort to determine whether the problems that caused the earnings shortfall are temporary…

Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion.

Goldman Sachs provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. Investment Banking…

JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where they stand today: -a leading global financial services firm with assets of $2.2 trillion. -operates in more than 60 countries. -has more than 240,000 employees. -serves millions of consumers, small…

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business…

Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional…

Wells Fargo & Company (NYSE: WFC) is an American multinational diversified financial services company with operations around the world. Wells Fargo is the fourth largest bank in the U.S. by assets and the largest bank by market capitalization. 4 Wells Fargo is the second largest bank in deposits, home mortgage servicing, and debit card. In…

Credit Suisse operates in three global divisions – Private Banking, Investment Banking and Asset Management. The three divisions are supported by Shared Services. Private Banking Credit Suisse provides comprehensive advice and a broad range of wealth management solutions tailored to the needs of high-net-worth individuals globally as well as…

Whether you are a private company looking to sell or raise capital, a public company looking to divest non-core assets or acquire strategically in the far reaches of the globe, or an institutional investor needing proprietary knowledge or access, our professionals leverage these unmatched strengths across our broad service offerings. SERVICE…

Corporate & Investment Bank The Corporate & Investment Bank Group Division, or CIB, is responsible for Deutsche Bank’s capital markets business, comprising the origination, sales and trading of capital markets products including debt, equity, and other securities, together with our corporate advisory, corporate lending and transaction…

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. We combine our wealth management, investment banking and Asset Management businesses with our Swiss operations to deliver superior financial solutions. Headquartered in Zurich and Basel, Switzerland, UBS has…

Headquartered in London, HSBC is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in 87 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa.

Principal Businesses The financial performance and strategic developments achieved since Evercore's founding have enabled it to emerge as a dominant, global, independent financial advisory firm with two principal businesses: Evercore Investment Banking Advisory services for prominent multinational corporations and financial sponsors regarding…

Jefferies, a global securities and investment banking group, has served companies and their investors for nearly 50 years and operates in 30 cities around the world. We provide world-class investment banking, sales & trading, research and Asset Management to a diverse range of corporate clients, institutional investors and high net worth…

Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services. Macquarie's main business focus is making returns by providing a diversified range of services to clients. Macquarie acts on behalf of institutional, corporate and retail clients and counterparties around the world. We have expertise in…

The PNC Financial Services Group, Inc. operates as a diversified financial services company. The company offers retail banking, corporate and institutional banking, Asset Management, and residential mortgage banking services. Its retail banking products and services comprise deposit, lending, brokerage, trust, investment management, and cash…

Société Générale S.A. is a large European Bank and a major Financial Services company that has a substantial global presence. The three main divisions are Retail Banking & Specialized Financial Services (particularly in France and Eastern Europe), Corporate and Investment Banking (Derivatives, Structured Finance and Euro Capital Markets) and…

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and Asset Management

Moelis & Company is a global investment bank that provides financial advisory, capital raising and Asset Management services to a broad client base including corporations, institutions and governments.

Nomura provides investment and global market capabilities across the United States. The financial turmoil of 2008 gave the bank the opportunity to establish a pre-eminent position as a world-class global investment bank. This has involved adopting a new client-centric mode, enabling clients to draw on the expertise and resources of Nomura's…

Scotiabank, through our Global Banking and Markets division, provides corporate and investment banking and capital markets products and services to corporate, institutional and government clients around the globe. We have over 30 offices globally and more than 300 relationship managers organized around industry specialties. Our global operations…

William Blair is a full-service, independent investment firm with a singular mission to achieve success for its clients. Based in Chicago, the bank provides comprehensive investment banking, Asset Management, equity research, institutional and private brokerage, and private capital for corporations, institutions, and individuals. With offices in…

Guggenheim Partners is a privately held global financial services firm with more than $125 billion in assets under management. We provide Asset Management, investment banking and capital markets services, insurance, institutional finance and investment advisory solutions to institutions, governments and agencies, corporations, investment advisors…

SunTrust Robinson Humphrey is the full-service corporate and investment banking arm of SunTrust Banks, Inc. and is headquartered in Atlanta, Georgia. We provide comprehensive capital raising, strategic advisory, risk management, and investment solutions to serve the needs of corporate clients across the nation. We also offer fixed income and…

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​…

Baird is an employee-owned investment banking, wealth and Asset Management and private equity firm with assets of more than $88 billion. With more than 2,600 employees, Baird has offices in the United States, Europe, and Asia, and is one of the largest privately held, full-service investment firms in the United States.

At Key, we focus on you, your company and your industry. In that order. We offer traditional banking products such as credit and cash management provided through KeyBank to capital markets products and services such as raising capital and M&A advisory provided through KeyBanc Capital Markets Inc. We have the capabilities and expertise to move…

The Blackstone Group L.P. is an American-based alternative Asset Management and financial services company that specializes in private equity, real estate, and credit and marketable Alternative Investment Strategies, as well as financial advisory services, such as mergers and acquisitions, restructurings and reorganizations, and private placements…

Stifel Nicolaus and Company, Inc., incorporated in 1923, is the largest subsidiary of Stifel Financial Corporation and is a member of Securities Investor Protection Corporation (SIPC). The parent company has several subsidiaries. Stifel Financial Corporation was formed as a holding company in 1983 and listed on the New York Stock Exchange, (NYSE:…

Piper Jaffray is a leading middle market investment bank and Asset Management firm serving clients in the U.S. and internationally.

Perella Weinberg Partners is an independent, privately-owned financial services firm that provides corporate advisory and Asset Management services to clients around the world. The Firm has assembled a group of talented and experienced professionals recruited from a wide variety of leading global financial institutions.

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions.

Cowen Group, Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative investment management, investment banking, research, and sales and trading services through its two business segments: Ramius, LLC and its affiliates makes up the Company's alternative investment management segment,…

Citadel LLC (formerly known as Citadel Investment Group, LLC) is a global financial institution based in Chicago, Illinois. Founded in 1990 by Kenneth C. Griffin, the firm today deploys capital across multiple asset classes and strategies.2 Current activities also include equity and options market-making Citadel Asset Management manages $11bn in…

Mizuho Financial Group, Inc. abbreviated as MHFG, or simply called Mizuho is a banking holding company headquartered in the Ōtemachi district of Chiyoda, Tokyo, Japan. The name "Mizuho (瑞穂?)" literally means "abundant rice" in Japanese and "harvest" in the figurative sense. It holds assets in excess of $1.44 trillion US dollars through its control…

Bridgewater manages approximately $120 billion in global investments for a wide array of institutional clients, including foreign governments and central banks, corporate and public pension funds, university endowments and charitable foundations. Approximately 1,200 people work at Bridgewater, which is based in Westport, Connecticut. Founded in…

Banco Santander is a retail bank based in Spain and present in ten major markets. It is the eurozone’s leading bank and is among the top 15 financial institutions worldwide in terms of market capitalisation, with more than €50 billion at the close of 2011. Founded in 1857, Banco Santander manages €1.383 billion in funds for more than 102 million…

Capital One Financial Corporation, incorporated in July 21, 1994, is a diversified banking company focused primarily on consumer and commercial lending and deposit origination. Its principal business segments are Local Banking and National Lending. Local Banking includes consumer, small business and commercial deposits, and lending conducted…

Booz Allen Hamilton Holding Corporation, together with its subsidiaries, provides management and technology consulting services in the United States. Its services enable clients to address various challenges, such as combating global terrorism, improving cyber capabilities, transforming the healthcare system, improving efficiency and managing…

Canada Pension Plan Investment Board (CPPIB) is a professional investment management organization with a critical purpose – to help provide a foundation on which Canadians build financial security in retirement. We invest the assets of the Canada Pension Plan (CPP) not currently needed to pay pension, disability and survivor benefits.

Cambridge Associates is a privately held independent consulting firm that provides consulting and investment oversight services to more than 900 clients worldwide. We strive to help global institutional investors and private clients meet or exceed their investment objectives by offering proactive, unbiased advice grounded in intensive and…

KKR & CO. L.P. (KKR) is a leading global investment firm with deep roots in private equity, diversified capabilities, and an impressive track record. When you partner with KKR, you benefit from decades of financial and operational experience, broad industry knowledge, and a powerful network of global relationships. Through an integrated…

Our business model is based on a customer centric approach implemented by a network that operates in multiple markets through our deeply rooted local banks. We are focused on strong specialization and a clear segmentation to fully exploit key competence to better serve our customers. Both households and small businesses comprise our Retail…

UBS has several major divisions, offering products and services to numerous clients. These divisions include wealth management, asset management, investment banking, and retail banking. UBS wealth management covers both high net worth and ultra high net worth individuals. The division’s financial advisors work with clients to understand the…

ABN AMRO is an all-round bank servicing retail, private and commercial banking clients. With a strong foundation in the Netherlands, we support clients based in the Netherlands and abroad with our know-how of banking and specialist sector knowledge and a selective international network. ABN AMRO is also internationally active in a number of…

Jones Lang LaSalle is a financial and professional services firm specializing in commercial real estate services and investment management. Our more than 40,000 people in 1,000 locations in 70 countries serve the local, regional and global real estate needs of those clients, growing our company in the process. In response to changing client…

China International Capital Corporation (CICC; 中国国际金融有限公司) is one of China's largest investment banking firms. Founded by Morgan Stanley and China Central Huijin (the investment arm of China's sovereign wealth fund), the company offers financial services including mergers and acquisitions advisory, brokerage, underwriting, research, Asset…

Brookfield is a global alternative asset manager with over $175 billion in assets under management. We have over a 100-year history of owning and operating assets with a focus on property, renewable power, infrastructure and private equity. On behalf of our clients and shareholders, we own and manage one of the largest portfolios of premier office…

In the Netherlands, Rabobank International serves large enterprises through Corporate Banking, while supporting the local Rabobanks in their services to the corporate market. Abroad, the primary focus of the Corporate Banking activities is on the food & agri sector. We aim to combine our local sector, country and product expertise with an in-…

Ontario Teachers' is Canada's largest single-profession pension plan with $204.7 billion in net assets. We pay pensions and invest plan assets on behalf of 329,000 working and retired teachers. Since our establishment as an independent organization in 1990, we have built an international reputation for innovation and leadership in investment…

StepStone is a global private equity specialist overseeing more than US$40 billion of private equity allocations, including over US$7.5 billion of assets under management. The Firm creates customized portfolios for the world’s most sophisticated investors using a highly disciplined research-focused approach that prudently integrates fund,…

Commerzbank Aktiengesellschaft provides banking and financial services to private and corporate customers primarily in Germany, rest of Europe, the United States, and Asia. It accepts savings deposits and time deposits; and offers current accounts, as well as wealth management services, such as Asset Management and advisory services. The company…

At BMO, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry.

The Blackstone Group Inc. is an American alternative investment management company based in New York City. In 2019, Blackstone converted from a publicly traded partnership into a corporation. 

Citizens Bank is a diversified financial services company providing a wide range of commercial, consumer, mortgage banking, trust and financial planning services to a broad client base. Citizens serves communities in Michigan, Ohio, Wisconsin and Indiana with 219 offices and 249 ATMs. Citizens Bank is the largest bank headquartered in Michigan…

If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million…

Starwood Capital Group is a privately held global investment firm owned by its more than 60 partners. Founded in 1991 in the depth of the RTC real estate crisis, Starwood has completed over 500 transactions representing assets of $41 billion. Our assets under management are $26.3 billion. In addition, we have helped to create four public companies…

At D.A. Davidson Companies, we believe there is only one way to navigate through the wealth of financial services options: straightforward. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way — leveraging our nationally-recognized research,…

Tudor, Pickering, Holt & Co., LLC is an integrated energy investment and merchant bank, providing high quality advice and services to institutional and corporate clients. The company's broker-dealer, Tudor, Pickering, Holt & Co. Securities, Inc., offers securities and investment banking services to the energy community. The firm's TPH…

Oaktree’s mission is to provide highly professional management with a primary emphasis on risk control in a limited number of sophisticated investment specialties. Oaktree specializes in less efficient markets and alternative investments, and has extensive experience, an enviable track record, broad product range and substantial assets under…

PSP Investments is one of Canada’s largest pension investment managers, with $76.1 billion of assets under management as at March 31, 2013. We invest funds for the pension plans of the Public Service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Our skilled and dedicated team of over 450 professionals manages a…

Incorporated in 1974, Temasek Holdings is an Asia investment company headquartered in Singapore. Supported by 12 affiliates and offices in Asia and Latin America, Temasek owns a diversified S$193 billion portfolio as at 31 March 2011, concentrated principally in Singapore, Asia and growth markets. Temasek's investment themes centre on Transforming…

Keefe, Bruyette & Woods (KBW) is a global, full-service investment bank that specializes exclusively in the financial services sector. Our focus includes banking and insurance companies, real estate companies and REITs, broker-dealers, mortgage banks, Asset Management companies, and specialty finance companies. KBW has established industry-…

Berenberg Bank can trace its roots back to the year 1590 when the brothers Hans and Paul Berenberg established their firm in Hamburg. It is the oldest owner-managed private bank in Germany and one of the oldest banks in the world. With assets under management of €26 billion, liable equity of €217 million and over 1,100 employees, we are one of the…

British Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization while living in a west coast setting. With $199.6 billion of managed assets, BCI is the provider of investment management services to British Columbia’s public sector. We invest globally across a range of asset classes…

Needham & Company, LLC is a nationally recognized investment banking and Asset Management firm focused solely on growth companies and their investors. Founded in 1985 by George Needham, Raymond Godfrey, Jr. and David Townes, the firm is headquartered in New York City with offices in Boston, San Francisco, and Menlo Park, CA. Needham’s…

Cain Brothers is an employee-owned investment banking and strategic advisory firm that focuses exclusively on the health care industry. Cain Brothers has one of the largest teams dedicated to the health care industry on Wall Street, with bankers and capital markets professionals who possess experience in all facets of the industry. The firm's…

IMC financial markets is a successful proprietary trading group, active across all significant markets, exchanges and instruments. IMC Asset Management is a leading alternative asset manager with a range of institutional and private clients. IMC and its affiliated companies employ around 650 people worldwide with its headquarters in Amsterdam, the…

#1 bank in the Nordics Nordea is the largest financial services group in the Nordic region and one of the biggest banks in Europe. We want to make a real difference - for our customers and for the communities in which we operate - by sharing our broad expertise based on 200 years in the banking business.

1861 Capital is an investment firm based in New York. 1861 Capital funds are focused on opportunities in the municipal bond sector. The dearth of supply around the holiday season and the roll-down in the yield curve (ex. 15-year bonds becoming 14-year bonds at lower yields) helped propel the market forward. Additionally, January 1st was a heavy re…

Founded in 1955, with financial roots dating back to 1925, Wedbush Securities is one of the largest securities firms and investment banks in the nation. The bank provides innovative financial solutions through our Private Client Services, Capital Markets, and Clearing & Execution divisions. Headquartered in Los Angeles, California with over 90…

The Commonwealth Bank is Australia’s leading provider of integrated financial services including retail banking, premium banking, business banking, institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services. The Group is one of the largest listed companies on the Australian Securities…

BTG Pactual is Brazil's leading investment bank, with operations in Investment Banking, Asset Management and Wealth Management. It has a track record of almost three decades and offices in São Paulo, Rio de Janeiro, Belo Horizonte, Recife, Porto Alegre, London, New York and Hong Kong. BTG Pactual currently has net equity of US$5.0bn1, with over US…

Desjardins Securities offers a complete range of securities brokerage products and services through its Investment Advisors and its Disnat Online Brokerage division. The needs of businesses and institutions are handled by its Corporate Financing, Debt Capital Markets, and Equity Capital Markets departments, which are solidly backed by its highly…

SEI Investments Co. is a publicly owned investment manager. The firm provides wealth management and investment advisory services to its clients through its subsidiaries. Through its subsidiaries, it provides its services to corporations, financial institutions, financial advisors, high net worth families, banks and trust institutions, investment…

Phillips 66 is an advantaged downstream energy company, with segment-leading Refining and Marketing (R&M), Midstream and Chemicals businesses. The company’s R&M operations include 15 refineries with a net crude oil capacity of 2.2 million barrels per day, 10,000 branded marketing outlets, and 15,000 miles of pipeline systems. In Midstream…

At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain the camaraderie, the collaboration and the creativity that…