Bradley Adams
Amministratore Delegato presso ECOFIN SUSTAINABLE AND SOCIAL IMPACT TERM FUND
Patrimonio netto: 257 224 $ in data 30/04/2024
Provenienza dei contatti di primo grado di Bradley Adams
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles.
64
| Subsidiary | Investment Managers | 64 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
Ecofin Tax-Exempt Private Credit Fund, Inc.
Ecofin Tax-Exempt Private Credit Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. operates as a closed-end investment fund. It provides investment advisory services to the fund and advisers. The company is headquartered in Leawood, KS.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Extinct | Investment Trusts/Mutual Funds | 4 | |
Extinct | Investment Trusts/Mutual Funds | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bradley Adams tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts. | Investment Managers | Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Masters Business Admin Masters Business Admin | |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Analyst-Equity Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
CORENERGY INFRASTRUCTURE TRUST, INC. | Real Estate Investment Trusts | Director/Board Member Chairman Director/Board Member Treasurer Chief Executive Officer Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Secretary President Corporate Officer/Principal | |
Tortoise Total Return Fund LLC
Tortoise Total Return Fund LLC Investment Trusts/Mutual FundsMiscellaneous Tortoise Total Return Fund LLC operates as a investment holding company. It invests in master limited partnerships and their affiliates through direct placements and open market purchases. The firm assists institutions that seeks to gain exposure to the energy infrastructure sector and publicly traded limited partnerships. Tortoise Total Return Fund was founded in May 2007 and is headquartered in Leawood, KS. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Chief Executive Officer Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member | |
Tortoise Gas & Oil Corp.
Tortoise Gas & Oil Corp. Investment Trusts/Mutual FundsMiscellaneous Tortoise Gas & Oil Corp. provides investment and other financial related services. It provides services to private & public companies. The company is located in Leawood, KS. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Treasurer Chief Executive Officer Director/Board Member Corporate Officer/Principal Director of Finance/CFO President | |
TortoiseEcofin Investments LLC
TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Financial Conglomerates | Founder Founder Founder President Founder Founder Chief Operating Officer Private Equity Investor Corporate Officer/Principal | |
Corridor InfraTrust Management, Inc.
Corridor InfraTrust Management, Inc. Investment ManagersFinance Founded in 2010, Corridor InfraTrust Management LLC is a private equity firm located in Leawood, Kansas. | Investment Managers | Chief Executive Officer Private Equity Investor | |
ARC LOGISTICS PARTNERS LP | Wholesale Distributors | Director/Board Member Chief Executive Officer | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Kansas | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
Kansas State University | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Iowa | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Baker University | College/University | Director/Board Member Masters Business Admin Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Washburn University | College/University | Undergraduate Degree Undergraduate Degree | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
KLT, Inc.
KLT, Inc. Information Technology ServicesTechnology Services Part of Evergy, Inc., KLT, Inc. is an American company that offers auto glass and headlight repair services, as well as brake services. With over 22 million customers, their services are trusted by many. | Information Technology Services | Corporate Officer/Principal Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Ecofin Investments LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
Indiana University | College/University | Undergraduate Degree Graduate Degree | |
TORTOISEECOFIN ACQUISITION CORP. III | Financial Conglomerates | Chief Executive Officer President | |
HYLIION HOLDINGS CORP. | Auto Parts: OEM | Director/Board Member Director/Board Member | |
FAMCO MLP
FAMCO MLP Investment ManagersFinance Part of Ostara, Inc., FAMCO MLP is an American company that provides investment advisory services. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Ewing Marion Kauffman Foundation
Ewing Marion Kauffman Foundation Investment Trusts/Mutual FundsMiscellaneous Ewing Marion Kauffman Foundation operates as a private, nonpartisan foundation that works in entrepreneurship and education to create uncommon solutions and connect people to the tools they need to shape their futures and be successful. It works with partners to encourage entrepreneurship across America and improve the education of children and youth. It works with educators and researchers nationwide to create awareness of economic impact of entrepreneurship. The company was founded by Ewing Marion Kauffman in 1966 and is headquartered in Kansas City, MO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
Zenith Energy Logistics GP LLC
Zenith Energy Logistics GP LLC MiscellaneousMiscellaneous Part of Zenith Energy LP, Zenith Energy Logistics GP LLC operates as a holding American company. Jeffrey R. Armstrong has been the CEO of the company since 2014. | Miscellaneous | Director/Board Member Chief Executive Officer | |
US Military Academy | College/University | Undergraduate Degree Undergraduate Degree | |
Olin Business School | College/University | Masters Business Admin Masters Business Admin | |
Federal Deposit Insurance Corp.
Federal Deposit Insurance Corp. Multi-Line InsuranceFinance Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
University of Denver | College/University | Corporate Officer/Principal Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Ecofin Advisors LLC
Ecofin Advisors LLC Investment ManagersFinance Part of TortoiseEcofin Investments LLC, Ecofin Advisors LLC is a company that provides investment advice. The company is based in Leawood, KS. The company was founded in 2020. The CEO is Harold Kevin Birzer. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Hong Kong | 2 |
Isole Cayman | 2 |
Settori
Finance | 21 |
Consumer Services | 15 |
Miscellaneous | 6 |
Commercial Services | 5 |
Distribution Services | 2 |
Posizioni
Corporate Officer/Principal | 192 |
Director/Board Member | 126 |
Undergraduate Degree | 74 |
Independent Dir/Board Member | 59 |
Analyst-Equity | 51 |
Contatti più connessi
Insiders | |
---|---|
David Schulte | 27 |
John R. Graham | 27 |
Alexandra Herger | 24 |
Rand Berney | 24 |
Terry Clyde Matlack | 22 |
Vincent Cubbage | 22 |
Kevin Birzer | 21 |
Charles E. Heath | 20 |
Conrad Ciccotello | 18 |
Edward P. Russell | 17 |
Zach Hamel | 17 |
Ken Malvey | 17 |
Jennifer Paquette | 16 |
Connie Savage | 15 |
Diane Bono | 14 |
- Borsa valori
- Insiders
- Bradley Adams
- Connessioni Società