Jason Sim
Gestore di Portafoglio-Azioni presso Kensington Asset Management LLC
Provenienza dei contatti di primo grado di Jason Sim
Entità | Tipo di entità | Settore Industriale | |
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Kensington Asset Management LLC
Kensington Asset Management LLC Investment ManagersFinance Kensington Asset Management LLC (Kensington) is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Bruce DeLaurentis in 1984. Kensington manages mutual funds to various types of clients.
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| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jason Sim tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Trust Point, Inc.
Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Investment Managers | Corporate Officer/Principal | |
True North Finance Corp. | Finance/Rental/Leasing | Private Equity Investor | |
Capital Solutions Distributors LLC | Private Equity Investor | ||
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Private Equity Investor | |
Hofstra University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
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 | Undergraduate Degree | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Ironwood Wealth Management, Inc.
Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood Wealth Management, Inc. (Ironwood) is a SEC-registered investment advisor headquartered in Hurricane, West Virginia. The firm was founded by John Williams as Williams Financial Group, Inc. They are owned by W.H. Williams Family LP. Ironwoods offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Private Equity Investor | |
The University of Alabama at Birmingham | College/University | Undergraduate Degree | |
NFP Securities, Inc. | Private Equity Investor | ||
International Capital Management Corp.
International Capital Management Corp. Investment ManagersFinance International Capital Management Corp. (ICMC) is an independent wealth management firm headquartered in Dallas, Texas. The firm was founded by Ralph Heffelman in 1974. ICMC provides investment management and financial advisory services to individuals and high-net worth individuals (including trusts, estates, retirement plans) private funds, and corporations. | Investment Managers | Analyst-Equity | |
Advisors Preferred LLC
Advisors Preferred LLC Investment ManagersFinance Advisors Preferred LLC is a SEC-registered investment advisor headquartered in Rockville, Maryland. The firm is a subsidiary of Advisors Preferred Holding LLC, which is owned by DGB Holdings LLC. Advisors Preferred provides investment advice to mutual funds and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Redwood Investment Management LLC (California)
Redwood Investment Management LLC (California) Investment ManagersFinance Redwood Investment Management LLC (Redwood) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Michael Messinger in 2010 and they are a subsidiary of RIM Holdco LLC, which is owned by Redwood Investment Holdco LLC. Redwood provides discretionary investment advice to certain individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, other investment advisory firms, affiliated mutual funds and ETFs, and an affiliated private hedge fund. They also provide model portfolios to other investment advisors and serves as a sub-advisor to other investment advisers. | Investment Managers | Portfolio Manager-Fixed Income | |
GPB Capital Holdings LLC
GPB Capital Holdings LLC Investment ManagersFinance GPB Capital Holdings LLC (GPB Capital) is a private equity firm founded in 2013 by David C Gentile. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Ascendant Capital Management LLC
Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 17 |
Settori
Finance | 10 |
Consumer Services | 5 |
Government | 2 |
Posizioni
Corporate Officer/Principal | 5 |
Private Equity Investor | 5 |
Undergraduate Degree | 4 |
Portfolio Manager-Equities | 4 |
Analyst-Equity | 1 |
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