Allen Pu
Gestore di Portafoglio-Azioni presso Dimensional Fund Advisors LP
Provenienza dei contatti di primo grado di Allen Pu
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.
69
| Subsidiary | Investment Managers | 69 |
Dimensional Fund Advisors Ltd.
 Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (Dimensional UK) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (Dimensional US), ultimately held by Dimensional Holdings, Inc. in the US. Dimensional UK provides sub-advisory services to Dimensional US, a registered investment advisor, mainly in connection with Dimensional US’ management of the US Dimensional Funds, and certain institutional separate accounts.
11
| Subsidiary | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Allen Pu tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Dimensional Investment Group, Inc.
 Dimensional Investment Group, Inc. Dimensional Investment Group, Inc. provides fund management services. It offers investment advisory services to the portfolio. The company is headquartered in Austin, TX | Chief Executive Officer Director of Finance/CFO Director of Finance/CFO | ||
| Texas State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Graduate Degree Graduate Degree | |
| Appalachian State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Haas School of Business | College/University | Masters Business Admin Doctorate Degree | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Doctorate Degree Doctorate Degree | |
Innealta Capital LLC
 Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Investment Managers | Director of Research - Equity Chief Investment Officer | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
ZS Associates, Inc.
 ZS Associates, Inc. Miscellaneous Commercial ServicesCommercial Services ZS Associates, Inc. engages in the sales and marketing consulting, outsourcing, technology and software services. Its services include market segmentation, targeting, mergers, integration, forecasting and design. The company was founded by Prabhakant K. Sinha and Andy Zoltners in 1983 and is headquartered in Evanston, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
| University of Puget Sound | College/University | Undergraduate Degree | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Corporate Officer/Principal | |
| Drake University | College/University | Masters Business Admin | |
| Rawls College of Business | College/University | Undergraduate Degree | |
| University of Minnesota Twin Cities | College/University | Graduate Degree | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Analyst-Fixed Income | |
| LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Corporate Officer/Principal | |
Van Den Berg Management I, Inc.
 Van Den Berg Management I, Inc. Investment ManagersFinance Van Den Berg Management I, Inc., dba Century Management Financial Advisors (CM), is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by Arnold van den Berg in 1974. CM offers a complete suite of wealth management and financial planning services to a diverse group of clients. | Investment Managers | Analyst-Equity | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Analysis Group, Inc.
 Analysis Group, Inc. Miscellaneous Commercial ServicesCommercial Services Analysis Group, Inc. provides economic, financial, health care analytics, and business strategy consulting services to law firms. It offers antitrust and competition, class certification, commercial disputes, damages, energy and environment and communications, securities and financial products. The company was founded in 1981 and is headquartered in Menlo Park, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
Disciplined Wealth Strategies, Inc.
 Disciplined Wealth Strategies, Inc. Investment ManagersFinance Disciplined Wealth Strategies, Inc. provides investment and advisory services. The company was founded by John Blood in 2013 and is headquartered in Austin, TX. | Investment Managers | Chief Executive Officer | |
| JJCC Financial, Inc. | Chief Executive Officer | ||
| WILLIAMS COMPANIES | Oil & Gas Pipelines | Corporate Officer/Principal | |
| Davidson College | College/University | Undergraduate Degree | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Consumer Services | 33 |
| Finance | 14 |
| Commercial Services | 3 |
| Industrial Services | 2 |
Posizioni
| Corporate Officer/Principal | 77 |
| Undergraduate Degree | 61 |
| Portfolio Manager-Equities | 51 |
| Masters Business Admin | 47 |
| Graduate Degree | 25 |
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