Dave Truex
Gestore di Portafoglio-Azioni presso Versus Capital Advisors LLC
Provenienza dei contatti di primo grado di Dave Truex
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.
146
| College/University | Other Consumer Services | 146 |
Versus Capital Advisors LLC
Versus Capital Advisors LLC Investment ManagersFinance Versus Capital Advisors LLC (Versus Capital) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded by Mark Qua, Casey Frazier and William Fuhs in 2007 as Welton Street Advisors LLC. In 2022, they became a subsidiary of Colliers International Group, Inc. (TSX: CIGI; NASDAQ: CIGI) in Canada. Versus Capital provides investment advice to the registered funds and to pooled income funds for the benefit of a single non-profit entity.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dave Truex tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Investment Managers | Analyst-Fixed Income | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Trading-Equity Analyst-Equity Analyst-Equity | |
Stone Arch Capital LLC
Stone Arch Capital LLC Investment ManagersFinance Stone Arch Capital LLC (Stone Arch Capital) is a private equity firm is founded in 2003 by Peter Grant, Charles Lannin and Clayton Miller. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Director/Board Member Private Equity Investor | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Virtual Radiologic Corp.
Virtual Radiologic Corp. Medical/Nursing ServicesHealth Services Virtual Radiologic Corp. provides teleradiology services. It engages in the development of software as a service-oriented workflow technology solutions for radiology using cloud computing hosted and managed through the internet. The firm also provides educational Webinars. It serves medical, radiologist, and hospital facilities in the United States. The company was founded by Eduard Michel in 2001 and is headquartered in Eden Prairie, MN. | Medical/Nursing Services | Director of Finance/CFO Founder | |
Versus Global Multi-Manager Real Estate Income Fund LLC
Versus Global Multi-Manager Real Estate Income Fund LLC Investment Trusts/Mutual FundsMiscellaneous Versus Global Multi-Manager Real Estate Income Fund LLC is a non-diversified, closed-end investment company. The fund's investment objective is to seek consistent current income, capital preservation and long-term capital appreciation. It attempts to achieve this objective by allocating capital primarily among a select group of institutional asset managers with expertise investing in real estate and real estate-related assets and securities. The company was founded on March 10, 2011 and is headquartered in Greenwood Village, CO. | Investment Trusts/Mutual Funds | Chief Executive Officer Chairman Chief Investment Officer | |
Invenshure LLC
Invenshure LLC Investment ManagersFinance Invenshure LLC (Invenshure) is a venture capital firm founded in 2011 by Troy D Kopischke and Danny J Cunagin. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Consultant / Advisor Private Equity Investor | |
TÜRK HAVA YOLLARI ANONIM ORTAKLIGI | Airlines | Director of Finance/CFO | |
The American Nurses Association, Inc.
The American Nurses Association, Inc. Hospital/Nursing ManagementHealth Services The American Nurses Association, Inc. operates nursing facilities center. The association represents the interest of the nation’s registered nurses for improving the quality of health care for all. The company was founded in 1896 and is headquartered in Silver Spring, MD. | Hospital/Nursing Management | Corporate Officer/Principal | |
Galliard Capital Management LLC
Galliard Capital Management LLC Investment ManagersFinance Galliard Capital Management LLC (Galliard) is a SEC-registered investment advisor and holding firm headquartered in Minneapolis, Minnesota. The firm was founded in 1995 by Richard Merriman, John Caswell and Karl Tourville. They are a direct, wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately owned by Allspring Group Holdings LLC. Galliard designs fixed income and stable value solutions for institutional investors. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Feltl & Co.
Feltl & Co. Investment Banks/BrokersFinance Feltl & Co. is a securities brokerage and investment banking firm located in Minneapolis, Minnesota. They focus on emerging growth companies, primarily located in the Upper Midwest. They are comprised of two major business lines: the private client group serves individual investors, providing advice on stocks, the equity capital markets group encompasses corporate finance, equity research, institutional equity sales, and equity trading. They are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity Trading-Equity Analyst-Equity | |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Craig-Hallum Capital Group LLC
Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
St. Olaf College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Alverno College | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Director/Board Member Masters Business Admin Doctorate Degree | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Versus Capital Multi-Manager Real Estate Income Fund LLC
Versus Capital Multi-Manager Real Estate Income Fund LLC Investment Trusts/Mutual FundsMiscellaneous Versus Capital Multi-Manager Real Estate Income Fund LLC operates as a non-diversified, closed-end investment management company that is operated as an interval fund. Its primary investment objective is to seek consistent current income, while its secondary objectives are capital preservation and long-term capital appreciation. The fund is designed to serve as a core real estate holding and provides exposure to the capital structure of the asset class including private equity and debt and public equity and debt. It gains its exposures through investments with institutional private and public real estate managers. Versus Capital Multi-Manager Real Estate Income Fund was founded on December 9, 2011 and is headquartered in Denver, CO. | Investment Trusts/Mutual Funds | Chief Executive Officer President Chairman | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Versus Capital Real Assets Fund LLC
Versus Capital Real Assets Fund LLC Investment Trusts/Mutual FundsMiscellaneous Versus Capital Real Assets Fund LLC operates as a closed-end investment fund. Its investment objective is to achieve long-term real returns through current income and long-term capital appreciation with low correlation to the broader public equity and debt markets. The company was founded on September 26, 2016 and is headquartered in Greenwood Village, CO. | Investment Trusts/Mutual Funds | Chief Executive Officer President Chairman | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
The Curtis L. Carlson School of Management | College/University | Undergraduate Degree Masters Business Admin | |
BerganKDV Wealth Management LLC
BerganKDV Wealth Management LLC Investment ManagersFinance BerganKDV Wealth Management LLC is a SEC-registered investment advisor headquartered in Bloomington, Minnesota. The firm was founded in 2007 as KDV Wealth Management LLC. They are a subsidiary of BerganKDV Ltd. BerganKDV Wealth Management provides personalized financial planning services, manages investment advisory accounts and offers third-party asset management to individuals, pension and profit-sharing plans, trusts, estates and small businesses. | Investment Managers | Chief Investment Officer Human Resources Officer | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Great North Ventures
Great North Ventures Investment ManagersFinance GREAT NORTH CAPITAL MANAGEMENT LP (Great North Ventures) is a venture capital firm founded in 2017 by Ryan J. Weber, Robert J. Weber and James DonFrancesco. The firm is headquartered in Maple Grove, Minnesota. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Northern Lakes Capital LLC
Northern Lakes Capital LLC Investment ManagersFinance Northern Lakes Capital LLC (Northern Lakes Capital) is a private equity firm founded in 2021. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor Private Equity Investor | |
RBC Capital Markets, Inc.
RBC Capital Markets, Inc. Investment ManagersFinance Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY. | Investment Managers | Corporate Officer/Principal | |
Health Rosetta Group/Venture Capital
Health Rosetta Group/Venture Capital Investment ManagersFinance Health Rosetta Group/Venture Capital (Health Rosetta Group) is a venture capital a subsidiary of Health Rosetta Group PBC founded in 2015. The firm is headquartered in Seattle, Washington. | Investment Managers | Founder | |
Turkish Airlines, Inc.
Turkish Airlines, Inc. AirlinesTransportation Turkish Airlines, Inc. provides flight reservation, timetable, and arrivals & departures information services. The firm offers passenger, cargo, technical, and training services. It also offers hospitality services such as refreshments, lounging accommodations, and travel assistance to ticketed airline passengers. The company is headquartered in Westbury, NY. | Airlines | Director/Board Member | |
Ziraat Bankasi | Investor Relations Contact | ||
Sabanci University | College/University | Graduate Degree | |
The World Bank | Supranational | Corporate Officer/Principal | |
Marmara University | College/University | Undergraduate Degree | |
Evidity Capital LLC
Evidity Capital LLC Investment ManagersFinance Evidity Capital LLC (Evidity Capital) is a venture capital firm founded in 2014 by Paul Enever and Alejandro Sanchez. The firm is headquartered in New York. | Investment Managers | Chief Executive Officer | |
National Society to Prevent Blindness
National Society to Prevent Blindness Miscellaneous Commercial ServicesCommercial Services National Society to Prevent Blindness operates as an eye health and safety organization. It offers services for amblyopia, AMD, cataract, central retinal vein occlusion, colour blindness, conjunctivitis, diabetic eye disease and macular enema, dry eye, floaters, glaucoma, refractive eye, retinal tears and detachments, retinitis pigments and strabismus. The company was founded in 1908 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
University of Wisconsin Oshkosh | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 40 |
Turchia | 5 |
Settori
Finance | 22 |
Consumer Services | 12 |
Health Services | 4 |
Miscellaneous | 4 |
Transportation | 3 |
Posizioni
Corporate Officer/Principal | 98 |
Undergraduate Degree | 97 |
Director/Board Member | 56 |
Masters Business Admin | 37 |
Analyst-Equity | 32 |
Contatti più connessi
Insiders | |
---|---|
Mark Donovan Quam | 14 |
Reatha Clark King | 13 |
Nathan William Thooft | 13 |
Thompson Aderinkomi | 11 |
Murat Seker | 11 |
Mark Marlow | 10 |
Yong Wang | 10 |
Ryan Broshar | 10 |
Casey Ryan Frazier | 9 |
Matthew Atkinson | 9 |
Mike Ritzenthaler | 8 |
Bill Fuhs | 8 |
Leah Berend | 8 |
Kent Pekel | 8 |
Imad Abdullah | 8 |
- Borsa valori
- Insiders
- Dave Truex
- Connessioni Società