Jake Schultz
Segretario Aziendale presso Destra Multi-Alternative Fund
Provenienza dei contatti di primo grado di Jake Schultz
Entità | Tipo di entità | Settore Industriale | |
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Destra Multi-Alternative Fund
Destra Multi-Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT.
8
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 |
BlueBay Destra International Event-Driven Credit Fund
BlueBay Destra International Event-Driven Credit Fund Investment Trusts/Mutual FundsMiscellaneous BlueBay Destra International Event-Driven Credit Fund is a Closed-End Investment Company. The Company is headquartered in Bozeman, MT.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Destra Capital Management LLC
Destra Capital Management LLC Investment ManagersFinance Founded by Dominic Martellaro and Nicholas Dalmaso, Destra Capital Management LLC is a fund distributor located in Lisle, Illinois.
4
| Holding Company | Investment Managers | 4 |
Destra Capital Investments LLC
2
| Subsidiary | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jake Schultz tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Consultant / Advisor | |
Meridian Fund, Inc. | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member | |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Investment Trusts/Mutual Funds | Compliance Officer | |
AFFILIATED MANAGERS GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
JANUS CAPITAL GROUP INC | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs International
Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Investment Banks/Brokers | Director/Board Member | |
THE MARYGOLD COMPANIES, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
ADVENT CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Investment Managers | Private Equity Investor | |
AMG Funds IV | Investment Trusts/Mutual Funds | Director/Board Member | |
Destra Investment Trust | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member | |
Destra US Liquidity Alpha & Income Fund
Destra US Liquidity Alpha & Income Fund Investment Trusts/Mutual FundsMiscellaneous Destra US Liquidity Alpha & Income Fund operates as a Closed-End Investment Fund/Investment Trust. The Fund seeks to provide total return through long-term capital appreciation and income and gains. It is headquartered in Wheaton, IL. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Altegris Advisors LLC
Altegris Advisors LLC Investment ManagersFinance Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds. | Investment Managers | Chairman | |
Iroquois Valley Farms LLC
Iroquois Valley Farms LLC Finance/Rental/LeasingFinance Iroquois Valley Farms LLC operates as a restorative farmland finance company. It provides land access to organic family farmers. The company was founded by Stephen P. Rivard and David E. Miller in 2007 and is headquartered in Evanston, IL. | Finance/Rental/Leasing | Director/Board Member | |
ARROWMARK FINANCIAL CORP. | Investment Trusts/Mutual Funds | Director/Board Member | |
Boston University | College/University | Masters Business Admin | |
Chapman & Cutler LLP
Chapman & Cutler LLP Miscellaneous Commercial ServicesCommercial Services Chapman & Cutler LLP provides legal services. Its services include, asset securitization, banking and financial services, bankruptcy, restructuring and workouts, chapman practice innovations, commercial litigation and alternative dispute resolution and corporate counseling. The company was founded in 1913 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
ARGUS Software, Inc.
ARGUS Software, Inc. Packaged SoftwareTechnology Services ARGUS Software, Inc. provides software solutions for the real estate investment industry. It provides services to investment managers, financial institutions, real estate investment trusts, brokerages, and appraisers. The firm's ARGUS Enterprise is a platform for valuation, budgeting, and asset management solutions that is used for creating strategies, asset and portfolio management, budgeting and strategic planning, valuation and cash flow analysis, and investment and risk management. The company is headquartered in Houston, TX. | Packaged Software | Director/Board Member | |
Comtech AeroAstro, Inc.
Comtech AeroAstro, Inc. Telecommunications EquipmentElectronic Technology Comtech AeroAstro, Inc. manufactures micro satellite systems and other related technology products. The company develops and operates Sensor Enabled Notification System, which provides satellite based low data rate communications and asset tracking in the United States, Canada, Mexico, Australia, the Middle East, Asia, and South America. The company was founded by Dr. Rick Fleeter in 1988 and is headquartered in Ashburn, VA. | Telecommunications Equipment | Director of Finance/CFO | |
Ithaca College | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
University of Wyoming | College/University | Undergraduate Degree | |
Decimal, Inc.
Decimal, Inc. Packaged SoftwareTechnology Services Decimal, Inc. provides flat fee retirement and savings plans for small businesses and entrepreneurs. It offers Single(k) plans for the business owner with part-time W-2 employees or no employees, and Express(k), a 401(k) plan, and Custom(k), a custom retirement plan. It provides Starter(k), a payroll-deduction IRA solution for small businesses. The company was founded by Isabelle Quesada, Kyle Stephan and Chad W. Parks in 1999 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
ALPS Fund Services, Inc.
ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
TA Associates, L.P.
TA Associates, L.P. Investment ManagersFinance TA Associates LP operates as a private equity firm. The company was founded on February 9, 2012 and si headquartered in Boston, MA. | Investment Managers | Comptroller/Controller/Auditor | |
Keno Kozie Associates Ltd.
Keno Kozie Associates Ltd. Miscellaneous Commercial ServicesCommercial Services Part of HBR Consulting LLC, Keno Kozie Associates Ltd. is a company that has been providing information technology design, service, and support to leading law firms and legal departments since 1988. The company is based in Chicago, IL. The company offers IT consulting, systems integration, advanced application integration, 24/7 help desk support, training, managed services, and security and risk management services. Keno Kozie Associates has received the National Law Journal's Hall of Fame award for multiple wins within the Best of Midwest surveys and the Best of Legal Times survey. The company maintains partnerships with leading software and hardware vendors to provide clients with optimal value and support. The company was founded in 1988 by Barry Keno, who has been the CEO since then. Keno Kozie Associates was acquired by HBR Consulting LLC on March 01, 2021. | Miscellaneous Commercial Services | Director/Board Member | |
M1 Advisory Services LLC | General Counsel | ||
M1 Finance LLC
M1 Finance LLC Financial ConglomeratesFinance Part of M1 Holdings, Inc., M1 Finance LLC offers digital banking tools for long-term investors. The company is based in Chicago, IL. The company provides M1 Spend, a high-yield checking account, debit card, and credit card for the modern investor. M1 Plus is a membership that gives the best rates and tools that M1 has to offer. The company allows users to transfer their accounts to M1, which is fast, easy, and secure. M1 Plus membership offers a staggering APY1 on savings. M1's all-in-one platform for investing, banking, and more helps users manage their finances and meet their goals. | Financial Conglomerates | General Counsel | |
Continuum Capital Managers LLC
Continuum Capital Managers LLC Investment ManagersFinance Continuum Capital Managers LLC (Continuum Capital) is a private equity/venture capital subsidiary of CM Holding LLC founded in 2009 by Doug Grip and Steve Vanourny. The firm is headquartered in the United States. | Investment Managers | Chief Executive Officer | |
Pine Advisor Solutions LLC | Founder Director/Board Member | ||
Erickson Holding Corp. | Director of Finance/CFO | ||
Mcgee Island LLC | Director of Finance/CFO | ||
Osmosis (Holdings) Ltd.
Osmosis (Holdings) Ltd. Financial ConglomeratesFinance Osmosis Holdings Ltd. functions as an investment holding company. The company was founded on February 27, 2013 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member | |
Red Earth Finance LLC | Chief Executive Officer | ||
Forum CRE Income Fund
Forum CRE Income Fund Investment Trusts/Mutual FundsMiscellaneous Forum Real Estate Income Fund is a closed-end management investment fund, whose primary goal is to maximize current income, with a focus on capital preservation. The company is headquartered in Denver, CO. | Investment Trusts/Mutual Funds | Director of Finance/CFO Compliance Officer | |
Sound Capital Distributors LLC | Chief Executive Officer | ||
Sound Capital Solutions LLC | Chief Executive Officer | ||
SS&C ALPS Advisors | Compliance Officer | ||
Altmore BDC, Inc.
Altmore BDC, Inc. Finance/Rental/LeasingFinance Altmore BDC, Inc. operates as a specialty finance company. It invests in senior secured term loans to cannabis operators in the United States, including cultivators, processors, manufacturers, distributors, and retailers. The company was founded in July 2021 and is headquartered in McLean, VA. | Finance/Rental/Leasing | Director of Finance/CFO Compliance Officer | |
Cantor Fitzgerald Sustainable Infrastructure Fund
Cantor Fitzgerald Sustainable Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Cantor Fitzgerald Sustainable Infrastructure Fund operates as a closed-end management investment company. It is operated as an interval fund. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
Clean Energy Credit Union | Director/Board Member | ||
Sound Capital Holdings LLC | Chief Executive Officer | ||
Destra Capital Advisors LLC
Destra Capital Advisors LLC Investment ManagersFinance Destra Capital Advisors LLC (Destra) is a registered investment advisor headquartered in Bozeman, Montana. The firm was founded in 2008 as Destra Advisors LLC. They are a subsidiary Destra Capital Management LLC and their ultimate parent is ArrowMark Colorado Holdings LLC. Destra manages the Destra Mutual Funds and Un-Listed Closed-End Interval Funds and also acts as the secondary market servicing agent for various Closed-End Funds. | Investment Managers | President Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Regno Unito | 3 |
Israele | 2 |
Settori
Finance | 20 |
Miscellaneous | 11 |
Consumer Services | 6 |
Commercial Services | 3 |
Technology Services | 3 |
Posizioni
Director/Board Member | 28 |
Compliance Officer | 17 |
Corporate Officer/Principal | 11 |
Chief Executive Officer | 10 |
General Counsel | 10 |
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