![Ian R. Goltra](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ian R. Goltra
Gestore di Portafoglio-Azioni presso AXS Investments LLC
Posizioni attive di Ian R. Goltra
Società | Posizione | Inizio | Fine |
---|---|---|---|
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Gestore di Portafoglio-Azioni | 01/05/2022 | - |
Storia della carriera di Ian R. Goltra
Precedenti posizioni note di Ian R. Goltra
Società | Posizione | Inizio | Fine |
---|---|---|---|
Orinda Asset Management LLC
![]() Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | Analyst-Equity | 01/09/2016 | 01/05/2022 |
Gestore di Portafoglio-Azioni | 01/09/2016 | 01/05/2022 | |
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | Analyst-Equity | 01/05/1998 | 31/05/2009 |
Direttore della Ricerca - Azioni | 01/05/1998 | 31/05/2009 | |
Textainer Equipment Management Ltd.
![]() Textainer Equipment Management Ltd. Finance/Rental/LeasingFinance Part of Textainer Group Holdings Ltd., Textainer Equipment Management Ltd. is a company that specializes in equipment rental and leasing. The company is based in San Francisco, CA. | Corporate Officer/Principal | 31/12/1997 | 31/12/1997 |
Forward Management LLC
![]() Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Gestore di Portafoglio-Azioni | 01/06/2009 | - |
Formazione di Ian R. Goltra
San Francisco State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Director of Research - Equity | 1 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | Finance |
Forward Management LLC
![]() Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Textainer Equipment Management Ltd.
![]() Textainer Equipment Management Ltd. Finance/Rental/LeasingFinance Part of Textainer Group Holdings Ltd., Textainer Equipment Management Ltd. is a company that specializes in equipment rental and leasing. The company is based in San Francisco, CA. | Finance |
Orinda Asset Management LLC
![]() Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | Finance |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Finance |
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