Investment Management

RiXtrema is a fiduciary database and analytics engine & financial planning software firm for advisors with retirement plans.

PREDICTIVE is an early stage venture capital investing into category-defining companies with proprietary & scalable data moats.

A new age Family Office with a focus on value creation across geographies. Established in 2018, Randev Ventures is the private investment body of the Randev Family Office with presence in India and the United Arab Emirates. Randev Ventures is a closed-network fund providing strong tech-first founde

- ATP work with global credit specialists, private investment companies and major banks on business strategy and transformation. - Key competencies founded on - detailed commercial evaluation - swift identification of benefits - immediate execution (and payback) based on 30/100 day plans - experie

We're a private equity firm based out of Nashville, TN that helps investors across the country get the best return on their money possible through real estate.

Established in 1989, Future Perfect is a financial advisory business with 15 Financial Advisers looking after some 6,000 client households across the Midlands. Our team includes specialists in wealth management, mortgages and protection, all supported by a well-trained, efficient, administrative off

Fiduciary Co-investment Partners LLP ("FCP"​) was founded in 2017 to pursue "institutional grade"​ private markets co-investments on behalf of its partners, as well as deliver them on a fiduciary basis to private banks and UHNW customers on a deal-by-deal basis. FCP is an appointed representative

Statère Finance est un acteur indépendant de la gestion de patrimoine, offrant un rapprochement des meilleurs savoir-faire en matière d’organisation patrimoniale globale. Le cabinet accompagne et conseille les entreprises, leurs dirigeants et les particuliers.

Heim Global Investor is a specialised fund manager investing in Europe’s dynamic and growing living sector. Sponsored by Fredensborg and affiliate of pan-European residential private market leader Heimstaden, Heim boasts over 30 years of experience and a proven value creation model. Comprising 80 i

Based in Charlottesville, VA, and led by a three-time graduate of the University of Virginia, Buckman & Company is recognized as a leader in financial planning with a narrow focus on hard working people who are ready to take the first step toward financial security for their families.

As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional clients, financial intermediaries, and family offices.

Cornerstone Financing empowers informed homeowners and financial advisors to plan financially with a patent-pending home equity insurance/investment funding solution. This transformational financial solution provides homeowners with a streamlined path to converting their largest asset—home equity—in

Desert Rose Capital Management (“DRCM”) was founded as a result of the development of the Integrated Options Portfolio by Kirk Stafford. It all started one day, while reviewing various option pages, Kirk had an “aha” moment for using options in a way that he had never before seen nor heard. It

Founded in 2023, CBX Capital Partners Management LLC (“CBX Partners”) is a private equity firm managed exclusively by Columbia undergrads. Through our managed funds, we back ambitious, growth oriented companies alongside sponsors, making thematic anomaly co-investments across global Tech, Services,

Da oltre 7 anni supportiamo le persone nella gestione autonoma dei propri investimenti, grazie a contenuti pratici e a una community attiva. Abbiamo costruito un percorso fatto di esperienze dirette nel mondo finanziario, collaborando con società fintech, CEO di aziende quotate, trader e professioni

Evergreen Realty Advisors is a Dallas-based company that owns, operates and develops commercial real estate. The Hallmark of our company is providing an effective, proven, and customized real estate strategy for each client. We align our interests with our investors and help them protect and build w

Latium is a specialist investment management firm with over 30 years experience in building and investing in first class enterprises and its founders. The management team of Latium are highly experienced operators and founders and love to support management teams throughout their journey. The Lati

At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide clients on their paths to financial freedom—all while holding ourselves to the highest fiduciary stan

Momentum REIM nace en 2008 con vocación de prestar un servicio profesional e independiente a los nuevos inversores que presenta el panorama inmobiliario español. En 2022 Momentum REIM cuenta con más de 1.300 millones de euros bajo gestión en proyectos ubicados en las principales capitales españolas

Together, we empower RIAs to reach greater heights. United by a passion to empower RIAs with the advice, insight, and financial products needed to deliver an unrivalled service & enhanced investment performance to their clients.

At BlueBridge, we specialize in providing expert M&A advice and services to small and medium-sized enterprises across a range of sectors. Our experienced team is dedicated to helping our clients achieve their strategic goals through tailored solutions that optimize their capital structure and drive

At ARC, we provide insightful advice that drives better decision making by placing investment performance into perspective. We work with investors, their advisers and investment managers in the pursuit of better investment performance. Supported by guidance and insight, our clients improve their i

We provide asset management, financial services, and non-custodial risk management infrastructure to leading DAOs.

We are a specialized investment boutique focused on venture capital, private equity, and financial markets. With extensive expertise in the fintech industry, we provide early-stage companies with not only funding but also strategic guidance, industry insights, and promotional tactics to foster grow

We are a boutique investment and operating group focused on the Short Term Rental market. The firm's principals bring decades of broad industry experience and a track record of success building businesses and driving growth. Our focus is on opportunities in M&A of vacation rental companies, real es

Introducing your new onramp into alternative asset investing. Avon Capital is a US registered hedge fund offering accredited, qualified investors a streamlined onramp into alternative asset investments, including those which are crypto-related. By leveraging a unique combination of high-yield and h

Anvai is an AI software company turning unstructured enterprise data into strategic information. Our AI-based intelligent text processing platform can: - Analyze large amounts of data from multiple sources - Extract key business facts, entities and terms - Discern sentiments and key factors driving

Warren St Investors is a group of senior executives with over 30 years of C-Suite, sales, operations, finance and investment management experience focused on investments in the lower middle market. We partner primarily with family-owned businesses to help guide each business to it’s next-level growt

Cedar Fund is a venture capital firm investing in Israeli founders at the very start of their ventures.

The RBB Fund, the first organized multiple series trust, founded in 1988, is a turnkey ETF and Mutual Fund solution which permits an investment advisor to focus on its core competency of asset management and shifts responsibility for the establishment, servicing, and corporate governance of funds to

Amateras AEA is a women-led investment firm that focuses on private equity and credit investing. Through the Amateras AEA Advisory Network and its Project Sunflower programming, the firm leverages the value and power of diversity in driving investment outperformance. The modern platform brings capit

Multi-Family Office operating on the East Coast of the US

We are a Singapore-based Asset Management firm regulated by the Monetary Authority of Singapore (MAS). Our core team has worked together for over 15 years and has executed over US$1 billion worth of transactions. We are a trusted advisor to eminent families and High Net Worth Individuals in Asia Pa

Serving business owners and their families with purity of intent and providing the guidance needed to make informed financial decisions.

Alpha Wealth Group is a Registered Investment Advisory Firm. A talented team of financial advisors at Alpha Wealth Group are passionate about maximizing and protecting your individual investment needs. We are dedicated to assisting you with your financial needs with the goals of increasing your net

Lofoten Asset Management, established in 2009, is a privately-owned investment management company, specialising in European and Global equity investments for institutional investors. It is our primary objective to deliver superior returns for our clients in the long only equity space. Assets under m

Located in Seattle, Walls Property Group is a family owned investment entity specializing in the acquisition of small multifamily apartments in North Seattle. Together with Walls Property Management, we are a full service real estate company offering property management, construction management, as

Mulvaney Capital was founded in 1999 with the aim of delivering high absolute returns in rising and falling markets. We execute a systematic long-term trend-following managed futures program. For further information please visit www.mulvaneycapital.com. Registered in England & Wales Registered

VantagePoint has saved employers millions of dollars in reduced payroll taxes, legal costs and insurance premiums by implementing proven HR best practices, integrating the right technology, the right strategies, and methodical use of tax avoidance programs allowed under IRS rules. Building the righ

Strategic & logical thinking Adding value through robust understanding & efficiency Investment to build for growth and success

Patient Capital Management is a woman-owned and operated next-generation value investment advisor that aims to provide competitive returns with a lower fee structure. The Firm offers investment management services to the Patient Strategy for institutional investors. The firm is located in Baltimor

Boston Equity Partners is an independent investment management firm focused on value added investing is frontier markets. We make investments where we can add significant value to companies, with a key understanding of risk management. We also act as angel investors and entrepreneurs-in-residence to

Our Philosophy Most financial firms focus on the products, procedures, and technicalities that make investing difficult to understand and even harder to find success. The all-consuming fixation on performance and the bottom line of the firm means things like your needs, wants, and goals for the fut

Wisayah Investment Company (“Wisayah”) is a wholly-owned subsidiary of Saudi Aramco. We invest Saudi Aramco Group Companies’ pension funds, defined contribution funds and other long-term investment portfolios. We partner with best-in-class investment firms and directly invest in debt, equity, and re

Segal Ventures is an early stage investment firm focused on women-led venture capital funds and companies. We provide capital in three ways: - Intellectual: Strategic and tactical guidance to address business challenges with innovative approaches - Social: Warm introductions to potential customers,

Oakdale Capital is a premier real estate investment firm that focuses on value-add multifamily projects in the Midwest and Southeast. We are searching for apartment projects that fit our rigorous selection criteria, which have been developed through decades of industry experience and a disciplined a

Blue-Sky Nexus Inc (Nexus) is a financial data platform providing access to a comprehensive range of financial data and analytical tools. Designed for individual investors, developers, financial platforms and financial institutions, Nexus aims to empower data-driven decision-making in the financial

For over 25 years, MICHAEL COGLIANESE CPA, P.C. (MCCPA) has provided the futures and hedge fund industry with audits, accounting, compliance, and tax preparation. MCCPA was formed by Michael Coglianese. Mr. Coglianese graduated from Purdue University in 1983 with a Bachelors degree in Accounting.

A Registered Introducing Broker, HOLSON assists High Net Worth Investors, Institutions and Family Offices with the process of navigating the Alternatives and Managed Futures space, specializing in CTA and Manager due diligence and the creation of multi-manager portfolios and capital introduction to

Equity Estates is a private equity fund for accredited investors to own and enjoy a portfolio of exceptional residences in the most popular destinations around the world. Even better, investors can benefit from the portfolio's appreciation over the lifetime of the fund. Fund VI is currently open fo