Capital IQ Screen for Raleigh-Durham, NC?

Can anyone help run a screen for boutiques/MM and reputable funds in the Raleigh-Durham area around Duke University? Or, near UNC Chapel Hill? Thanks!

 
JulianRobertson:
Nouveau Richie:
wolfy, remind me in the FB group and I'll get you the list.

Can you send to me as well please

Are we in the same FB Group? I'll PM over the link.

 

I know that there's a pretty good private equity FoF called Morgan Creek based in Chapel Hill. The universities themselves also do some hiring for their endowments, which are huge for both schools. What kind of stuff are you trying to do? There's a legit HNW advisory firm called Franklin St. Partners, and I think they also do some portfolio management for institutions.

As far as I-Banks/capital markets, not as sure...if someone has CapIQ access I would have an interest as well, most appreciated.

 

Definitely Julian: One of my undergrad alums worked at Morgan Creek before attending Fuqua. I also found Silverback Asset Management (not as well established as Morgan Creek) -- those are all accessible via free bus from UNC. I'm looking at several programs for a masters. This is for part time work while in attendance. I'll definitely look those up. The work for a part timer would probably be reporting and the link. Thanks!

I also found: https://hatterasfunds.com/

Got it Nouveau Riche, thanks man.

 

Hi everyone, I am an undergrad at UNC interning at one of the firms mentioned above. If anyone is still active on WSO, can I get the list as well?

You crave what you are not. Dude, your perspective on life sucks.
 
Best Response

Raleigh: AJP Group, LLC Allen Commercial Services Anchor Capital Management Company, LLC Armor Investment Advisors Avocet Ventures, Inc. Beacon Investment Management, Inc. Belltower Advisors LLC BioDelivery Sciences International Inc., Asset Management Arm Bull City Venture Partners CapFinancial Partners, LLC Capital Investment Counsel Inc. Capital Investment Partners LLC Cardinal Capital Management Inc. Carolina Power & Light Co., Pension Arm Cavalcade Transaction Advisors LLC Chadbourne Capital Management Cherokee Investment Partners, LLC Cherokee Renewables, LLC Cobb Bay Partners, LLC Contender Capital Cummins Group, LLC Dogwood Equity Dunning Capital, LLC Equity Research Services, Inc. Fauve Intertrade Corp. Ferro Management Group, Inc. First Madison LLC G L Corley & Associates Inc Greenhawk Corp Hatteras Funds High Rock Partners, Inc., Investment Arm Invest For Change, LLC Investors Management Corporation John William Pope Foundation, Endowment Arm KDI Capital Partners, LLC Kimball & Co Restaurant Services Lookout Capital, LLC LStar Management, LLC Mayflower Capital LLC Maynard Capital Partners, L.L.C. Meriturn Partners, LLC Morehead Capital Advisors LLC North Carolina Retirement Systems North Carolina State Treasury North Carolina State University, Endowment Arm NovaQuest Capital Management, L.L.C. O'Herron & Company, Inc. Oasys Mobile, Inc., Asset Management Arm Pharmanetics Inc., Asset Management Arm Progress Energy, Pension Arm Research Triangle Ventures Rex Health Ventures Sabre Capital, Inc. Shah Capital Management, Inc Siberia Investment Company, L.L.C. Sigma Capital Group, Inc. Southern Capitol Ventures Sterling Capital Funds The Lew H. Foundation, Endowment Arm The Roman Catholic Diocese of Raleigh, Endowment Arm Tippet Capital LLC Townsend Asset Management Corp. Trestle Capital Partners, LLC Triangle Capital Corporation (NYSE:TCAP) Triangle Securities, LLC Voyageur Asset Management (Rayleigh) Inc. White Oak Partners, LLC

Durham: American Dance Festival, Endowment Arm Argentum Capital Management, LLC Blackwell Partners LLC Brightleaf Capital C.E. Hutchison & Company Catalysta Ventures Duke Management Company Duke University Employment Retirement Plan First Flight Venture Center Gillings Family Foundation, Endowment Arm Golden Pine Ventures, LLC Gordon Asset Management, LLC Hatteras Venture Partners IDEA Fund Partners Inspire Pharmaceuticals Inc., Asset Management Arm Intersouth Partners Jacobs Capital, LLC LaunchBox Digital NC IDEA NCF Financial Services NCM Capital Advisers, Inc. New Paradigm Advisory Group, Inc. Norquest Acquisition Corp. Pappas Ventures Piedmont Investment Advisors, LLC QMS Capital Management LP SJF Ventures Sloan Financial Group, Inc. Smith Breeden Associates Inc. Smith Point Capital, Ltd. Southeast TechInventures, Inc. Sovereign's Capital Square 1 Ventures The Atlantis Group, LLC The Aurora Funds, Inc. The Cobble Hill Group LLC Verity Asset Management, Inc. Zapolski Real Estate, LLC

Chapel Hill: Arrow Income Series - Raven Rock Income II Fund Carolina Capital Markets, Inc. Carrboro Capital Corporation Delegate Advisors, LLC Faucet Impressions International, Inc. Franklin Street Partners, Inc. Hamilton Point Investment Advisors, LLC Morgan Creek Capital Management Raven Rock Capital, LLC Silverback Asset Management, LLC The Blackethouse Group, LLC The Centaur Performance Group, LLC. Tri-State Investment Group TrueBridge Capital Partners Tryon Capital Ventures, LLC UNC Kenan-Flagler Private Equity Fund University of North Carolina at Chapel Hill Endowment Vishwas Capital LLC

Extremely broad list. PM me if you want business descriptions and contact info.

"For I am a sinner in the hands of an angry God. Bloody Mary full of vodka, blessed are you among cocktails. Pray for me now and at the hour of my death, which I hope is soon. Amen."
 

Similique accusantium doloribus eligendi ipsam eaque. Enim delectus possimus accusamus sit nihil fugit dolorem dolores. Inventore dolor qui dolore tempora quae officiis enim. Amet cumque non qui sit enim eveniet sint.

Quos ut eos sed voluptatibus occaecati sit non. Nemo sed itaque dolorem quo odio. Nisi eius pariatur iste sit fugit pariatur iusto. Nostrum dolore hic ex quis necessitatibus laudantium mollitia.

Possimus aut tempora atque sed eveniet odit. Velit facere qui alias nostrum esse dolor. Accusantium aut laborum consectetur porro quos sit. Quo tempore et ab cumque aut aliquid. Qui perspiciatis ut fugiat qui corrupti nulla distinctio velit.

"For I am a sinner in the hands of an angry God. Bloody Mary full of vodka, blessed are you among cocktails. Pray for me now and at the hour of my death, which I hope is soon. Amen."

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (20) $385
  • Associates (88) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (67) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”