![Jeffrey Lu](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jeffrey Lu
Fondatore presso Flex Capital Management LLC
Provenienza dei contatti di primo grado di Jeffrey Lu
Entità | Tipo di entità | Settore Industriale | |
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Emory University
197
| College/University | Other Consumer Services | 197 |
Flex Capital Management LLC
![]() Flex Capital Management LLC Investment ManagersFinance Flex Capital Management LLC (Flex Capital) is a venture capital firm founded in 2018 by Tod M. Sacerdoti, Auren Hoffman and Jeffrey Lu. The firm is headquartered in San Francisco, California.
3
| Private Company | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeffrey Lu tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Cramer Rosenthal McGlynn LLC
![]() Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Investment Managers | Analyst-Equity | |
The William & Flora Hewlett Foundation
![]() The William & Flora Hewlett Foundation Investment Trusts/Mutual FundsMiscellaneous The William & Flora Hewlett Foundation (dba Hewlett Foundation) is a nonpartisan, private charitable foundation headquartered in Menlo Park, California. The foundation was founded in 1966 by engineer and entrepreneur William R. Hewlett and his wife, Flora Lamson Hewlett, with their eldest son, Walter Hewlett. Hewlett Foundation provides grants to a broad range of institutions across the globe to help people build better lives. | Investment Trusts/Mutual Funds | Portfolio Manager-Equities | |
Coatue Management LLC
![]() Coatue Management LLC Investment ManagersFinance Coatue Management LLC (Coatue) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Philippe Laffont in 1999 and is a subsidiary of Coatue Management Partners LP. Coatue provides investment advisory services on a discretionary basis to US and non-US private investment funds intended for sophisticated investors and institutional investors. Their flagship funds include Coatue Qualified Partners LP (CQP), Coatue Offshore Fund Ltd. (COF), and Coatue Offshore Master Fund LP (COMF). CQP and COF invest all of their investable assets in COMF. Coatue is a signatory of the UN Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Director of Research - Equity | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
GFI GROUP INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
BrightRoll, Inc.
![]() BrightRoll, Inc. Internet Software/ServicesTechnology Services BrightRoll, Inc. operates as a video advertising network company. It engages in the production of advertisements and video ad campaigns. The firm's proprietary technology connects buyers and sellers of digital video advertising to help them reach audiences across web, mobile, and connected television. The company was founded by Tod M. Sacerdoti in 2006 and is headquartered in San Francisco, CA. | Internet Software/Services | Director/Board Member Chief Executive Officer | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities 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 Analyst-Equity Private Equity Analyst | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree | |
Sun Capital Partners, Inc.
![]() Sun Capital Partners, Inc. Investment ManagersFinance Sun Capital Partners, Inc. (Sun Capital Partners) is a private equity firm founded in 1995 by Rodger R. Krouse and Marc J. Leder. The firm is headquartered in Boca Raton, Florida. | Investment Managers | Private Equity Analyst | |
Leerink Partners LLC
![]() Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
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. | College/University | Undergraduate Degree Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
SignalFire Management Services LLC
![]() SignalFire Management Services LLC Investment ManagersFinance SignalFire Management Services LLC (Signalfire) is a venture capital firm founded in 2013 by Christopher W. Farmer and Ilya Kirnos. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
EQT Partners, Inc.
![]() EQT Partners, Inc. Investment ManagersFinance EQT Partners, Inc. is a Private Equity firm, a subsidiary of EQT Partners AB founded in 1994. EQT Partners, Inc. is headquartered in New York. | Investment Managers | Private Equity Investor Director/Board Member | |
London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Georgia Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Market Strategist | |
Houlihan Lokey Capital, Inc.
![]() Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
Talpion Fund Management LP
![]() Talpion Fund Management LP Investment ManagersFinance Founded in 2009 by Henry Swieca, Talpion Fund Management LLC is a family office located in New York City. | Investment Managers | Analyst-Fixed Income | |
The University of Michigan Law School | College/University | Graduate Degree | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
CB Richard Ellis (Louisville) LLC
![]() CB Richard Ellis (Louisville) LLC Real Estate DevelopmentFinance CB Richard Ellis Louisville is Kentucky's leading commercial real estate services firm, having served the Metro Louisville area since 1996 in the areas of office, industrial, retail and investment properties. An affiliate of CB Richard Ellis, the world's premier, full-service real estate services company, its brokers apply insight, experience, intelligence and resources to help clients make informed business decisions on the local, regional, national and global level. Its industry-leading platform provides unparalleled service to meet any client requirement from acquisitions and dispositions to real estate portfolio management, leasing office, retail and industrial space and investment sales. More than 15 dedicated professionals serve as trusted advisors for both owners and occupiers of commercial space throughout Kentucky and Southern Indiana. Their approach is strategic rather than merely transactional. That is, CBRE's professionals can assess a client's objectives of expansion, consolidation, acquisition, disposition or asset enhancement. Each discipline operates in a true team structure unique to commercial real estate. | Real Estate Development | Corporate Officer/Principal | |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Original Tech, Inc.
![]() Original Tech, Inc. Packaged SoftwareTechnology Services Original Tech, Inc. engages in the development of mobile platform, which powers in-person, and online product originations for financial institutions. It offers automation process, customizing workflows for business needs, and marketing professional brands to costumers. The company was founded by Heang Chan, Christopher Blaser, and Sean Xiang Li and is headquartered in Pacifica, CA. | Packaged Software | Director/Board Member | |
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 | |
Rhino GP LLC
![]() Rhino GP LLC Wholesale DistributorsDistribution Services Rhino GP LLC owns and operates coal reserves. The company is headquartered in Greenwich, CT. | Wholesale Distributors | Director/Board Member | |
Qcentive LLC
![]() Qcentive LLC Packaged SoftwareTechnology Services Qcentive LLC develops value based payment platform. It offers contract design and modeling, contract management, performance reporting and improvement, contract and program settlement, advanced analytics, and consulting and advisory services. The company was founded by Hans Boerma and Christopher Pilkington in 2016 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member | |
American Council on Exercise
![]() American Council on Exercise Miscellaneous Commercial ServicesCommercial Services American Council on Exercise is a professional and health coach certification organization. The private company is based in San Diego, CA. The CEO of the company is Scott Goudeseune. | Miscellaneous Commercial Services | Director/Board Member | |
Students of Wealth, Inc.
![]() Students of Wealth, Inc. Packaged SoftwareTechnology Services Students of Wealth, Inc. develops savings and gifting platform to help kids save for dreams. It offers save the children, purple fleet foundation, and association benefit to children and waterkeeper alliance. The company was founded by Tanya V. Court, Emily Glasser and Naledi Khabo and is headquartered in Brooklyn, NY. | Packaged Software | Director/Board Member | |
Seae Ventures LLC
![]() Seae Ventures LLC Investment ManagersFinance Seae Ventures LLC (Seae Ventures) is a venture capital firm founded in 2019 by Jason Robart, Peter Sally and TemiTuoyo Louis. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Founder | |
Zaffre Investments, LLC
![]() Zaffre Investments, LLC Investment ManagersFinance Zaffre Investments LLC (Zaffre Investments) is a venture capital subsidiary of Blue Cross & Blue Shield of Massachusetts Inc founded in 2014. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Clark Atlanta University | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Regno Unito | 2 |
Settori
Finance | 27 |
Consumer Services | 14 |
Technology Services | 5 |
Commercial Services | 5 |
Miscellaneous | 2 |
Posizioni
Director/Board Member | 107 |
Undergraduate Degree | 98 |
Corporate Officer/Principal | 82 |
Private Equity Investor | 61 |
Analyst-Equity | 50 |
Contatti più connessi
Insiders | |
---|---|
James R. Gavin | 17 |
Auren Hoffman | 17 |
TemiTuoyo Louis | 17 |
Ekaterina Vladimirovna Petelina | 16 |
Tod Sacerdoti | 16 |
Evan M. Harwood | 16 |
Mazen Haddad | 15 |
Peter Harwin | 11 |
Asanka Pathiraja | 11 |
Earl Lewis | 11 |
Christopher Hammond | 10 |
David Gehring | 10 |
Michael Cherny | 9 |
Nicholas Ducoff | 9 |
Mark Chekanow | 9 |
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- Insiders
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