Doug Allison
Presidente presso Port Street Investments LLC
Provenienza dei contatti di primo grado di Doug Allison
Entità | Tipo di entità | Settore Industriale | |
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Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.
24
| Holding Company | Investment Managers | 24 |
Port Street Investments LLC
Port Street Investments LLC Investment ManagersFinance Port Street Investments LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2013 and is a wholly owned subsidiary of Beacon Pointe Holdings LLC. Port Street Investments serves as investment manager of the Port Street Quality Growth fund (PSQGX), a high active share, value driven, opportunistic equity fund.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Doug Allison tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Fixed Income | |
Canterbury Consulting Group, Inc.
Canterbury Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Canterbury Consulting Group, Inc. provides training and educational services to corporations, government entities, religious organizations, and university clients. The firm offers protection services, computer software training and management, professional training, and personality development courses. The company was founded in 1981 and is headquartered in Medford, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M provides investment management services to registered investment companies and other pooled investment vehicles. They also serve as the investment adviser to Capital Bank and Trust Company in their capacity as the trustee of certain collective investment trusts that are exempt from SEC registration. | Investment Managers | Corporate Officer/Principal | |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
PACIFIC MERCANTILE BANCORP | Regional Banks | Director/Board Member | |
BANC OF CALIFORNIA, INC. | Regional Banks | Director/Board Member | |
Language Line Holdings, Inc.
Language Line Holdings, Inc. Specialty TelecommunicationsCommunications Language Line Holdings, Inc. provides over-the-phone interpretation services. The firm provides language, technology, and document translation services. It serves government, healthcare, telecom, financial services and insurance companies. The company was founded in December 1999 and is headquartered in Monterey, CA. | Specialty Telecommunications | Director/Board Member | |
Language Line, Inc.
Language Line, Inc. Financial ConglomeratesFinance Language Line, Inc. operates as a development stage company. The firm provides over-the-phone interpretation services from English into other languages. Its customers include the government, health care, telecom, financial services, and insurance industries. The company was founded in April 2004 and is headquartered in Monterey, CA. | Financial Conglomerates | Director/Board Member | |
Canterbury Consulting, Inc.
Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Investment Managers | Founder Corporate Officer/Principal | |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Nuance Investments LLC
Nuance Investments LLC Investment ManagersFinance Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and is owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds. | Investment Managers | Analyst-Equity | |
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 | |
University of Virginia | College/University | 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 | |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Corporate Officer/Principal | |
Sunwest Bank
Sunwest Bank Regional BanksFinance SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA. | Regional Banks | Director/Board Member | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
ABRY Partners LLC
ABRY Partners LLC Investment ManagersFinance ABRY Partners LLC (ABRY Partners) a private equity subsidiary of John F. Stafford Insurance Agency, Inc. founded in 1989 by Samuel Andrew Banks and Royce G. Yudkoff. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Consultant / Advisor | |
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 | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Emory University | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Boise State University | College/University | Undergraduate Degree | |
California State University-Fullerton | College/University | Undergraduate Degree Undergraduate Degree | |
Loma Linda University | College/University | Graduate Degree | |
Pacific Union College | College/University | Undergraduate Degree | |
St. Mary's College of California | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of California, Riverside | College/University | Undergraduate Degree | |
University of California, Santa Cruz | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
Beacon Pointe LLC
Beacon Pointe LLC Services to the Health IndustryHealth Services Beacon Pointe LLC provides counseling services. The private company is based in Edmond, OK. The company was founded in 2009 by Shannon Flint Eusey, Garth Kevin Flint. Shannon Flint Eusey has been the CEO since 2009. | Services to the Health Industry | Founder Chief Executive Officer President | |
National Network to End Domestic Violence
National Network to End Domestic Violence Miscellaneous Commercial ServicesCommercial Services National Network to End Domestic Violence is a non-profit organization. It focuses on creating a social, political, and economic environment in which violence against women no longer exists. The company was founded in 1990 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Newport Beach LLC
Newport Beach LLC Specialty StoresRetail Trade Newport Beach LLC operates as an automotive dealer. | Specialty Stores | Corporate Officer/Principal | |
McCombs School of Business | College/University | Masters Business Admin | |
University of Bangalore | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Canada | 2 |
India | 2 |
Settori
Finance | 23 |
Consumer Services | 17 |
Commercial Services | 4 |
Communications | 2 |
Health Services | 2 |
Posizioni
Corporate Officer/Principal | 26 |
Director/Board Member | 24 |
Undergraduate Degree | 21 |
Portfolio Manager-Equities | 15 |
Investment Committee Member | 12 |
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