![Bernadette Murphy](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Bernadette Murphy
Responsabile della Conformità presso Wildermuth Endowment Fund
Provenienza dei contatti di primo grado di Bernadette Murphy
Entità | Tipo di entità | Settore Industriale | |
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Vigilant Compliance LLC
11
| Private Company | 11 | |
First Trust Private Assets Fund
![]() First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI.
8
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 |
First Trust Private Credit Fund
![]() First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
The Relative Value Fund
![]() The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Variant Impact Fund
![]() Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Infinity Core Alternative Fund
![]() Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
First Trust Real Assets Fund
![]() First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Wildermuth Endowment Fund
![]() Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Cliffwater Corporate Lending Fund
![]() Cliffwater Corporate Lending Fund Investment Trusts/Mutual FundsMiscellaneous Cliffwater Corporate Lending Fund is a closed-end management investment company that seeks to provide investors interest income from a portfolio of loans to U.S. middle market companies. It provides all investors access to a private debt portfolio with diversification, pricing, and quality of institutional caliber in corporate lending. The company was founded on March 21, 2018 and is headquartered in Milwaukee, WI.
6
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 6 |
Variant Alternative Income Fund
![]() Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI.
6
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 6 |
Dialectic Capital Management LP
![]() Dialectic Capital Management LP Investment ManagersFinance Founded in 2003, Dialectic Capital Management LP is a registered investment advisor and hedge fund manger located in New York City. The firm serves as investment adviser to and provides investment management services to U.S. and non-U.S. privately offered pooled investment vehicles. Investors in the funds consist primarily of institutional investors, high net-worth individuals, pension funds and endowments. ^
4
| Extinct | Investment Managers | 4 |
B. Riley Capital Management LLC
![]() B. Riley Capital Management LLC Investment ManagersFinance B. Riley Capital Management LLC (BRCM) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2012 and is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY). BRCM provides investment advisory services to pooled investment vehicles operating as private investment funds which are offered to institutional and high net-worth investors.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bernadette Murphy tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
CommonWealth International Series Trust | Investment Trusts/Mutual Funds | Treasurer | |
THE NEW IRELAND FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer Treasurer Compliance Officer Compliance Officer | |
American Independence Funds Trust | Investment Trusts/Mutual Funds | Treasurer | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
First Trust Hedged Strategies Fund
![]() First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Hedged Strategies Fund operates as a closed-end investment fund or Investment trust. The company was founded on March 22, 2023 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member President Director/Board Member Chairman Director/Board Member Treasurer Corporate Secretary | |
Aspiriant Risk-Managed Real Asset Fund
![]() Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary Compliance Officer | |
Aspiriant Risk-Managed Capital Appreciation Fund
![]() Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Director/Board Member Corporate Secretary Compliance Officer | |
Kalos Management, Inc.
![]() Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Investment Managers | Chief Executive Officer Founder Corporate Officer/Principal | |
Vivaldi Capital Management LP
![]() Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Investment Managers | President Chief Investment Officer Chief Operating Officer | |
First Trust Capital Management LP
![]() First Trust Capital Management LP Investment ManagersFinance Part of First Trust Capital Solutions LP, First Trust Capital Management LP offers a range of alternative investments including private equity, venture capital, hedge funds, real estate, and private credit. The company is based in Chicago, IL. The company provides these solutions in various structures to financial advisors, family offices, and institutions. The company was founded in 2012. Michael Dillon Peck has been the CEO of the company since 2021. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
BMO Family Office LLC
![]() BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Wildermuth Securities LLC | Chief Executive Officer Director/Board Member | ||
MyForest Foods Co.
![]() MyForest Foods Co. Miscellaneous Commercial ServicesCommercial Services Atlast Food Co. operates as an American food technology company. It develops structural ingredients for plant based, whole cut meat products. The company was founded in 2018 and is headquartered in Green Island, NY. | Miscellaneous Commercial Services | President Chief Operating Officer | |
UMB Fund Services, Inc.
![]() UMB Fund Services, Inc. Financial ConglomeratesFinance At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals. Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve. In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own. That's how they do business at UMB Fund Services, and how they deliver on their brand promise. | Financial Conglomerates | Chief Administrative Officer Corporate Officer/Principal | |
Kalos Capital, Inc.
![]() Kalos Capital, Inc. Investment Banks/BrokersFinance Kalos Capital, Inc. provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Daniel Lloyd Wildermuth. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal | |
Clear Guide Medical, Inc.
![]() Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Clear Guide Medical, Inc. develops navigation technology for image fusion and augmented reality. The firm's products include CLEAR GUIDE ONE, CLEAR GUIDE SCENERGY, VisiMARKER Patient Markers and SteriMASK Sterile Covers. It offers ongoing investment opportunities to support build-out of international sales. The company was founded by Dorothee Heisenberg, Philipp J. Stolka, Emad M. Boctor and Gregory D. Hager in 2010 and is headquartered in Baltimore, MD. | Medical Specialties | Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Real Estate Funds, Inc.
![]() Wells Real Estate Funds, Inc. Investment ManagersFinance Wells Real Estate Funds, Inc. provides real estate investment management services. Its services include acquisitions, asset management, property management, leasing, construction management, and dispositions. The company was founded in 1984 by Leo F. Wells III and is headquartered in Norcross, GA. | Investment Managers | Human Resources Officer Corporate Officer/Principal | |
Kingdom Investments LLC | Director/Board Member Director/Board Member | ||
Variant Investments LLC
![]() Variant Investments LLC Investment ManagersFinance Variant Investments LLC is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2017 and co-founded by Curtis “Curt” Fintel, Robert “Bob” Elsasser and J. B. Hayes. Variant Investments offers institutional closed-end interval funds to various investors. | Investment Managers | Founder Founder | |
DePaul University | College/University | Graduate Degree Graduate Degree | |
FS KKR CAPITAL CORP. | Investment Managers | Compliance Officer Compliance Officer | |
Investment Managers Series Trust II
![]() Investment Managers Series Trust II Investment Trusts/Mutual FundsMiscellaneous Investment Managers Series Trust II is an open-end management investment company. Its objective is to seek capital appreciation and income. The company was founded on August 20, 2013 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
US Securities & Exchange Commission | Investment Banks/Brokers | Corporate Officer/Principal | |
Patomak Global Partners LLC
![]() Patomak Global Partners LLC Miscellaneous Commercial ServicesCommercial Services Patomak Global Partners LLC provides strategic advice, compliance consulting and litigation and enforcement services. Its services include strategic regulatory advice, risk management and compliance and enforcement and litigation support. The firm’s clients include broker-dealers, registered investment advisers and funds, institutional investors, commercial banks and insurance companies, asset managers, private equity firms, hedge funds, publicly-traded companies, trade associations, and other business organizations. The company was founded by Paul Stewart Atkins in 2009 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chief Executive Officer | |
Harbor Spring Capital LLC
![]() Harbor Spring Capital LLC Investment ManagersFinance Harbor Spring Capital LLC (Harbor Spring) is an independent registered investment adviser and hedge fund manager headquartered in New York City. The firm was co-founded by Rohit R. Sahni and Amit N. Doshi in 2012. Harbor Spring provides investment advisory services to private pooled-investment vehicles intended for institutional and other sophisticated investors. | Investment Managers | Analyst-Equity | |
Baylor University | College/University | Undergraduate Degree | |
Parsifal Capital Management LP
![]() Parsifal Capital Management LP Investment ManagersFinance Parsifal Capital Management LP (Parsifal) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by David Zorub in 2018. Parsifal provides discretionary investment management services to qualified investors through its private funds. The firm also provides investment advisory services to a separately managed account. | Investment Managers | Analyst-Equity | |
JF Lehman & Co., Inc.
![]() JF Lehman & Co., Inc. Investment ManagersFinance J.F. Lehman & Co. (JF Lehman) is a private equity firm founded by John Francis Lehman, Donald Glickman and Keith E. Oster in 1992. The firm is headquartered in New York with an additional office in Arlington, Virginia. | Investment Managers | Director/Board Member | |
LJ Capital Ltd.
![]() LJ Capital Ltd. Investment Banks/BrokersFinance LJ Capital Ltd. provides merchant banking and investment services. The company is headquartered in London, the United Kingdom. | Investment Banks/Brokers | President | |
Lafayette College | College/University | Undergraduate Degree | |
Davis Polk & Wardwell LLP
![]() Davis Polk & Wardwell LLP Miscellaneous Commercial ServicesCommercial Services Davis Polk & Wardwell LLP provides legal services. It offers legal solutions to areas such as capital markets, mergers and acquisitions, credit, insolvency, and restructuring, investment management, tax, and litigation. The company was founded by Francis N. Bangs in 1849 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Bond Cos. | Corporate Officer/Principal | ||
Unified Fund Services, Inc.
![]() Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006. | Financial Conglomerates | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 38 |
Regno Unito | 3 |
Italia | 2 |
Giappone | 2 |
Settori
Finance | 22 |
Miscellaneous | 8 |
Commercial Services | 6 |
Consumer Services | 5 |
Health Technology | 2 |
Posizioni
Director/Board Member | 99 |
Corporate Officer/Principal | 67 |
Independent Dir/Board Member | 38 |
President | 33 |
Compliance Officer | 32 |
Contatti più connessi
Insiders | |
---|---|
Terrance Gallagher | 21 |
John Fichthorn | 19 |
Ann Maurer | 19 |
Michael Peck | 18 |
Salvatore Rocco Faia | 17 |
Robert Seyferth | 17 |
Daniel Lloyd Wildermuth | 17 |
David Lee | 16 |
Gary Shugrue | 15 |
Robert F. Amweg | 15 |
Randall Fretz | 14 |
Paul Atkins | 10 |
Dominic Garcia | 10 |
Chad Eisenberg | 10 |
Anthony Lewis | 9 |
- Borsa valori
- Insiders
- Bernadette Murphy
- Connessioni Società