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Paul Curtis Broughton
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Provenienza dei contatti di primo grado di Paul Curtis Broughton
Entità | Tipo di entità | Settore Industriale | |
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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.
25
| Extinct | Investment Managers | 25 |
Pacific Capital Bancorp (Santa Barbara, California)
![]() Pacific Capital Bancorp (Santa Barbara, California) Major BanksFinance Pacific Capital Bancorp operates as a bank holding company. It provides commercial and consumer banking services which includes depository, lending and wealth management services to households, professionals, and businesses. The company was founded in 1960 and is headquartered in Santa Barbara, CA.
10
| Extinct | Major Banks | 10 |
American Century Investments Value Yield LLC
![]() American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO.
9
| Subsidiary | Miscellaneous Commercial Services | 9 |
Public Company | Investment Banks/Brokers | 8 | |
Sacramento Municipal Utility District (California)
![]() Sacramento Municipal Utility District (California) Electric UtilitiesUtilities Sacramento Municipal Utility District operates as a community-owned, not-for-profit electric service company. The firm provides electricity to most of Sacramento County and a portion of Placer County. The company was founded in 1923 and is headquartered in Sacramento, CA.
1
| Private Company | Electric Utilities | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Paul Curtis Broughton tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
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 | Corporate Officer/Principal Analyst-Equity | |
CHARLES SCHWAB | Investment Banks/Brokers | Comptroller/Controller/Auditor | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Weintraub Capital Management LP
![]() Weintraub Capital Management LP Investment ManagersFinance Founded in 1992, Weintraub Capital Management LP is a family office located in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
Iridian Asset Management LLC
![]() Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis. | Investment Managers | Analyst-Equity | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
Salient Partners LP
![]() Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Chief Investment Officer Founder Portfolio Manager-Equities Market Strategist Analyst-Equity | |
Salient Private Access Registered Fund, L.P.
![]() Salient Private Access Registered Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Salient Private Access Registered Fund LP is a closed-end investment fund or investment trust, which engages in investing substantially its capital into Salient Private Access Master Fund. The Registered Fund’s investment objective is to preserve capital and to generate consistent long-term appreciation and returns across a market cycle. The company was founded on March 10, 2004 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Secretary | |
Endowment Advisers LP
![]() Endowment Advisers LP Investment ManagersFinance Endowment Advisers LP (dba Cypress Creek Partners) is a registered investment advisor and hedge fund manager headquartered in Houston, Texas. The firm was founded in 2004 and was acquired by CCP Operating LLC in 2021. Cypress Creek Partners provides investment advisory services to private funds and registered investment companies. | Investment Managers | Chief Executive Officer Chief Investment Officer Investment Committee Member Investment Committee Member | |
FOLIOfn, Inc.
![]() FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Internet Software/Services | Director/Board Member Director/Board Member | |
The Endowment Institutional TEI Fund W LP
![]() The Endowment Institutional TEI Fund W LP Investment Trusts/Mutual FundsMiscellaneous The Endowment Institutional Tei Fund W LP is a mutual fund closed-end investment trust. It engages in preserving capital and generating long-term appreciation and returns in the market cycle. The company is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Secretary | |
Salient Capital Advisors LLC
![]() Salient Capital Advisors LLC Investment ManagersFinance Salient Capital Advisors LLC (Salient) is an asset management firm headquartered in Houston, Texas. The firm was founded when their direct parent, Salient Partners LP acquired RDG Capital LLC in December 2010. Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Chief Executive Officer Founder Market Strategist | |
SALIENT MIDSTREAM & MLP FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member | |
Endowment PMF Master Fund LP
![]() Endowment PMF Master Fund LP Investment Trusts/Mutual FundsMiscellaneous Endowment PMF Master Fund LP operates as a closed-end mutual fund. The company was founded on March 31, 2014 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Secretary | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Corporate Officer/Principal Undergraduate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
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 | Doctorate Degree | |
Boston University | College/University | Doctorate Degree Masters Business Admin | |
California Bankers Association
![]() California Bankers Association Miscellaneous Commercial ServicesCommercial Services California Bankers Association provides legislative advocacy and regulatory advocacy to the banking industry. The non-profit company is based in San Francisco, CA and has subsidiaries in United States. Simone F. Lagomarsino has been the CEO of the company since 2017. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Iowa State University | College/University | Undergraduate Degree Undergraduate Degree | |
Alpha Investment Management, Inc.
![]() Alpha Investment Management, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of SNBNY Holdings Ltd., Alpha Investment Management, Inc. is a hedge fund management company. The company is based in New York, NY. The company was founded by Nicolas Berggruen. Alpha Investment Management was acquired by J. Safra Asset Management Corp. on July 31, 2004. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The California State University | College/University | Masters Business Admin Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
New England College | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin Graduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Salient Advisors LP
![]() Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Investment Managers | Chief Executive Officer President Market Strategist Director of Research - Equity | |
Salient Capital Management LLC
![]() Salient Capital Management LLC Miscellaneous Commercial ServicesCommercial Services Salient Capital Management LLC provides asset and wealth management services. It offers services to high net worth and affluent individuals and smaller institutions including financial and estate planning, trusts and custody services. The company was founded on May 28, 2003 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Chief Executive Officer Chief Tech/Sci/R&D Officer Chief Operating Officer | |
United Way of Santa Barbara County, Inc.
![]() United Way of Santa Barbara County, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Santa Barbara County, Inc. provides education, income and health support for children, families, and senior citizens. The company was founded in 1923 and is headquartered in Santa Barbara, CA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
National Securities Corp. (Broker)
![]() National Securities Corp. (Broker) Investment Banks/BrokersFinance National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree | |
Villanova University | College/University | Graduate Degree | |
Money Management Institute
![]() Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Settori
Finance | 25 |
Consumer Services | 15 |
Miscellaneous | 7 |
Commercial Services | 4 |
Technology Services | 2 |
Posizioni
Corporate Officer/Principal | 94 |
Director/Board Member | 60 |
Portfolio Manager-Equities | 45 |
Undergraduate Degree | 44 |
Analyst-Equity | 36 |
Contatti più connessi
Insiders | |
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John Blaisdell | 26 |
Pervinder Johar | 17 |
Jeremy Lawrence Radcliffe | 15 |
George Steven Leis | 15 |
David Chow | 12 |
Lee George Partridge | 11 |
Jeff Cusack | 10 |
Ben Hunt | 9 |
David B. Readerman | 9 |
J. Alan Reid | 9 |
Stephen V. Masterson | 8 |
John Palmer | 8 |
Alan A. Seigerman | 8 |
Roberto Croce | 8 |
Scott Kay | 8 |
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