Investment Management

Portrait Capital is a private investment firm crafting perfectly-tailored transitions for exceptional small and mid-sized companies. We manage committed capital on behalf of 75+ founders and family business owners who share our focus on growing companies and leaders over the very long-term.

A MAG Investimentos começou em 2013, inicialmente focada em administrar os recursos do Grupo MAG. Desde então, expandimos nossa atuação e hoje oferecemos soluções de investimento para uma variedade de clientes - institucionais, corporativos e plataformas digitais. Combinamos a experiência de uma r

Saddlebrook Capital, LLC is a private family investment office.

EARNEST Partners LLC is an employee owned institutional investment management firm. The firm primarily manages assets on behalf of public funds, Taft-Hartley plans, endowments, foundations, charitable organizations, corporations, and state and municipal government entities. The firm invests in the p

Pan Capital is a leading energy-focused investment firm committed to identifying opportunities and delivering value for our investors. Founded on a deep understanding of energy markets, we empower our team to navigate complex markets across hedge fund and private equity strategies, creating long-ter

Providing full-service, backend regulatory support services to investment advisers and other financial institutions through five distinct practice areas: • Compliance Administration: supports CCOs with the day-to-day operations and maintenance of compliance programs so that required records, filings

Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans. We provide comprehensive plan-level and participant-level services, and stand with you as a fiduciary for all the advice we provide. Y

MASIC is a family-owned diversified investment company headquartered in Riyadh and established to exclusively manage the assets of the family of the late Mohammed I. Alsubeaei. MASIC manages multi-billion worth of assets inside as well as outside the Kingdom of Saudi Arabia across a broad range of a

Farro Capital is a Singapore headquartered wealth management platform and multi-family office. It specialises in providing bespoke and cutting edge solutions to ultra high net worth families globally in multiple areas including portfolio allocation, monitoring and execution, risk assessment, multi a

Meteora Capital, LLC is an investment adviser founded in 2021 by Vikas Mittal specializing in event driven, arbitrage, credit and SPAC investments. Before launching, Meteora, Vik spent 16 years on the buy-side as a Partner and one of two Portfolio Managers at a market-neutral fund, Glazer Capital,

GDS Wealth Management provides individuals and businesses with financial and investment planning services. Glen Smith and his team create individually tailored financial plans, ensuring every portfolio and personalized financial plan reflects the client’s best interests. The team aims to increase cl

Shinyoung Securities Co., Ltd. provides brokerage, wealth management, trading, and investment banking services in South Korea. The company offers brokerage trading services on securities, such as stocks, bonds, futures, options, and ELW through various trading channels to individual and institutiona

RiverRock Mortgage Investment Corporation (RiverRock MIC) is a mortgage investment corporation based in Toronto, Ontario. RiverRock MIC offers investors an opportunity to participate in a diversified portfolio of high yield Canadian residential mortgages. RiverRock MIC is primarily focused on reside

An award-winning members club for HNW exited founders and angel investors, we operate the most active angel syndicate in the South East of England. Our syndicate backs innovative startups that are positively impacting the world. To date, the group have deployed £2.5M+ capital into 29 startups. Our

LONG-TERM CAPITAL FOR GROWING MIDDLE-MARKET COMPANIES We believe a well-designed team of great People, a truly long-term Perspective, Purpose and real Partnership are the ingredients that enable breakthrough Performance. ​We invest in and partner with successful business owners and growth-orient

Rockstead Capital was established in 2005. We believe in building long-term relationships, aligning to our clients' interests, and protecting the trust placed in us. By providing bespoke asset management and legacy planning services to individuals and families, we protect and grow their wealth. We a

Finray solves the finance process for Investment Banks, Asset Managers, Commercial and Retail banks. Finray will dramatically reduce your finance support costs by simplifying your finance architecture to a single no code application. Streamline your finance organization to enable efficiency, unp

A Ômega Invest é um escritório de investimentos afiliado ao Banco BTG Pactual, o maior banco de investimentos da América Latina. Com mais de R$ 1,6 bilhão sob custódia e atendendo a mais de 1.200 clientes, nossa equipe é composta por profissionais experientes, oriundos dos principais bancos, especia

Oakpoint Advisors is an alternative asset placement agent that provides comprehensive sales and marketing services to select alternative asset managers. Through its registered broker-dealer Oakpoint Solutions LLC, Oakpoint will work with private companies connecting institutions with capital market

A&M Private Wealth Partners (AMPWP), a registered investment advisor (RIA) established as an independent affiliate of global professional services firm Alvarez & Marsal. AMPWP offers comprehensive family office services to entrepreneurs, multi-generational families, and financial sponsors, aligning

Paloma Resources is a Houston-based private oil and gas company. Founded in 2004, Paloma is backed by the financial strength of EnCap Investments.

Cube Green Energy (CGE) is a pan European energy transition company dedicated to the build-up of reliable renewable power and accelerating the transition to a zero-carbon economy. With expertise across the project cycle, we develop, repower, construct, and operate wind and solar farms, and inv

Greenbrook is an independent strategic communications advisory firm specialising in the investment industry. We work with clients across the following asset classes: private equity, venture capital, private debt, hedge funds, activist funds, infrastructure and real estate, as well as traditional fun

Atrium MIC (“Atrium”) is a market-leading provider of creative financing solutions to the commercial real estate and development communities in major urban centers in Ontario and Western Canada. Over the last 20 years, Atrium MIC has become one of the largest mortgage investment corporations in Ca

We help leading companies dream bigger dreams by redesigning process and priorities to strengthen competitive advantage and accelerate growth. Our ambition is masterpieces, not many pieces. We believe in brands with important heritages that need to be protected and enhanced. Our partners see us a

Buligo Capital Partners is a global real estate investment firm that provides investors with the opportunity to invest globally alongside experienced operators. With offices in Israel and the United States and strategic partnerships worldwide, Buligo can offer its clients a broad range of investment

Conficap is a Finnish family company with over a hundred years of experience. The ownership of the company has stayed within the same family since it was founded. Conficap’s operations are comprised of four business areas: the building services company Are (www.are.fi), broad-based property interest

Ocean Investment Group is a private investment partnership focused on the careful stewardship of capital. We seek to invest in opportunities where value exceeds price, guided by a long-term perspective and a fundamental approach to analysis. Our structure is intentionally lean. We aim to operate qu

UTR8 was founded in 2011 as a proprietary trading firm by former partners of one of the leading firms in the business. Trading on own account and risk, we maintain a continuous market presence on many major exchanges around the world. Our talented, experienced team has the drive to outperform in a

If you are looking for an Independent financial investment firm, you've come to the right place. We offer a number of financial services available for both businesses and individuals seeking to invest, manage assets, or plan for a financially rewarding future. It is our purpose to accurately assess

We simplify the financial lives of highly successful families and business owners by providing custom advice and solutions to help you manage life's complexities. We collaborate with you to create enduring, unique family office services that are aligned with your values and goals that will help you

Somos una de las compañías líderes de inversión financiera de Argentina. Nacimos como Portfolio Personal y crecimos para convertirnos en ALyC bajo el nombre de Portfolio Personal Inversiones (PPI). Más de 20 años analizando los mercados y elaborando estrategias que se adecuen a los perfiles de cada

The 23 Fund is a venture capital firm that backs extraordinary entrepreneurs from the Stanford Graduate School of Business MBA Class of 2023. The fund aims to add value by being the most hands-on investor to every GSB founder. We leverage our class' strength and breadth of experience through a netwo

At our wealth management firm, we specialize in designing intentional strategies that elevate your personal and financial happiness by aligning your unique aspirations with your financial goals. We understand that true wealth is not just about numbers, it’s about creating a life of fulfillment, pur

Genesis Capital is a UAE-based financial and strategic advisory firm, providing expert guidance to businesses and investors worldwide. The name Genesis signifies new beginnings, transformation, and growth, inspired by its biblical meaning. As stated in Isaiah 43:19 – “See, I am doing a new thing! N

Alpen Capital is an investment banking advisory firm established in 2005, which offers solutions in the areas of Debt, M&A and Equity to institutional and corporate clients across the GCC, South Asia, Levant and Africa. With offices in the UAE, Qatar, Oman and India, Alpen works with some of the lea

At Investnama, we are committed to revolutionizing the mutual fund distribution industry by providing innovative tools and personalized solutions for mutual fund distributors. Our platform offers a comprehensive suite of features including personalized posters, goal planning, portfolio tracking, edu

VR ASSET MANAGEMENT is a boutique Asset & Investment Advisory firm running benefits in several fields and industries, founded by Giovambattista Scuticchio Foderaro under the control of VR Corporatenext. The group of associate Advisors and Corporations that participate in the VRAM programs establishe

ARTHEO is a platform that will let you invest in legendary art, collectibles, and cultural icons. One share at a time. We’re democratizing access to rare art and luxury collectibles, making it possible for anyone to own shares in blue-chip art and iconic pieces without having to buy the full item.

Een M & A-deal is wellicht een van de grootste mijlpalen in het leven van de eigenaar van een familiebedrijf. Dit proces helemaal alleen doorworstelen, is vragen om problemen... De tegenpartij heeft veelal wél een professionele adviseur onder de arm genomen die zeer goed het klappen van de zweep ke

Killam Oil Company is primarily focused on developing its gas assets in South Texas. The primary area of activity is Webb, Zapata, Duval, LaSalle, Frio, Dimmitt, and Zavala counties. Killam Oil operates many of the wells drilled on its mineral and leasehold positions. Currently, we are expanding bey

You’ve worked hard to build your wealth—now it’s time to make it work for you. At Oxlade Financial, our focus is you. Your goals, your dreams, your financial future. We take our relationships seriously because financial advice isn’t just about money—it’s about helping real people create the life th

Global Lead Talent is a boutique executive search and leadership advisory firm, specializing in CEO and C-level appointments across fintech, financial services, and transformative technology. We partner with boards, founders, and investors to identify and attract visionary leaders who can drive inn

StormHarbour is a global investment bank with offices in New York, London, Lisbon, Madrid, Hong Kong, Tokyo and Dubai. StormHarbour’s Asian franchise is specialised in private placement financing solutions, providing expertise in pricing and structuring with extensive distribution capabilities in G

Hewes has over 30 years of experience helping asset management firms raise their visibility in the financial media, hone their content strategy, and communicate their unique value proposition to advisors, institutional investors, retail investors, and industry groups like Morningstar. We help build

Founded in 2020, Convero AG brings a combination of experience and a network of relationships gained both as investors – and sellers – of private market opportunities to provide solutions and advice tailored to your needs. To date, we’ve raised more than USD 3.0 billion from institutional investors

Provides Asset Liability Management (ALM/IRR) Reporting and actionable advice, including numerous ALM related reports. Investment Portfolio Management as an SEC registered Investment Advisor including Charitable Donation Accounts and Employee Benefit Prefunding Account management. Mortgage Servici

A unified platform for managing the investment process from start to finish.

Bruin Hedge Fund (BHF), UCLA’s principal investment and finance organization, prepares its members for careers in finance through its dedicated real-money investment fund diversified across a variety of industries. BHF focuses on augmenting short-run hedging with long market positions and aims to ed

Have you ever missed an opportunity due to slow execution? Our founders were hedge fund traders who couldn’t find a brokerage firm to meet their needs for volume, speed, and privacy — so they created their own. For over 20 years, Lime has catered to a competitive group of financial institutions. N