Sarten Reifel
Gestore di Portafoglio-Azioni presso Beacon Pointe Advisors LLC
Provenienza dei contatti di primo grado di Sarten Reifel
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients.
21
| Holding Company | Investment Managers | 21 |
California State University-Fullerton
17
| College/University | Other Consumer Services | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sarten Reifel tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Portfolio Manager-Equities | |
Capital Research & Management Co.
 Capital Research & Management Co. Investment ManagersFinance Capital Research & Management Co. (CR&M) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 and is a wholly-owned subsidiary of The Capital Group Cos., Inc. CR&M provides investment management services to registered investment companies and other pooled investment vehicles. They also serve as the investment adviser to Capital Bank and Trust Company in their capacity as the trustee of certain collective investment trusts that are exempt from SEC registration. | Investment Managers | Corporate Officer/Principal | |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
Delta Asset Management LLC (Tennessee)
 Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
Chase Investment Services Corp.
 Chase Investment Services Corp. Investment Banks/BrokersFinance Chase Investment Services Corp. is a private company based in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Canterbury Consulting, Inc.
 Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Investment Managers | Founder Corporate Officer/Principal Corporate Officer/Principal | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sponsor Me, Inc.
 Sponsor Me, Inc. BroadcastingConsumer Services Part of Ubiquity, Inc., Sponsor Me, Inc. provides live broadcasting, live events, and authentic programs. The company is based in Irvine, CA. Sponsor Me was acquired by Ubiquity, Inc. from Multimedia Platforms, Inc. on December 31, 2014 for $2.71 million. | Broadcasting | President | |
| FIRST RATE STAFFING CORPORATION | Personnel Services | Director/Board Member | |
ROTH Capital Partners LLC
 ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Masters Business Admin | |
Eclectic Associates, Inc.
 Eclectic Associates, Inc. Investment ManagersFinance Eclectic Associates, Inc. (Eclectic) is an independent, SEC-registered investment advisor headquartered in Fullerton, California. The firm was founded by Bill Camp in 1984. Eclectic provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, and individual participants of retirement plans. In addition, the firm provides services to pension and profit-sharing plans, charitable organizations, and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Emory University | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
| Boise State University | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| St. Mary's College of California | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Irvine | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Riverside | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree | |
| University of California, Santa Cruz | College/University | Undergraduate Degree | |
| University of Central Arkansas | College/University | Undergraduate Degree | |
Guggenheim Partners LLC
 Guggenheim Partners LLC Investment ManagersFinance Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Abtech Systems, Inc.
 Abtech Systems, Inc. Electronics DistributorsDistribution Services Abtech Systems, Inc. sells computer equipment. | Electronics Distributors | Comptroller/Controller/Auditor | |
JPMorgan Chase Bank, NA (New York)
 JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Easy Staffing Services, Inc.
 Easy Staffing Services, Inc. Personnel ServicesCommercial Services Part of Green Planet Group, Inc., Easy Staffing Services, Inc. is a company that provides industrial staffing services. The company is based in Scottsdale, AZ. The company was founded by Clifford Bond Blake. Easy Staffing Services was acquired by Lumea, Inc. on March 17, 2009 for $10.70 million. | Personnel Services | Comptroller/Controller/Auditor | |
Newport Beach LLC
 Newport Beach LLC Specialty StoresRetail Trade Newport Beach LLC operates as an automotive dealer. | Specialty Stores | Corporate Officer/Principal | |
| LILIS ENERGY, INC. | Oil & Gas Production | Director of Finance/CFO | |
PT Sampoerna Telekomunikasi Indonesia
 PT Sampoerna Telekomunikasi Indonesia Specialty TelecommunicationsCommunications PT Sampoerna Telekomunikasi Indonesia provides fixed wireless telecom services. The private company is based in Jakarta, Indonesia. The CEO of the Indonesian company is Michael Joseph Sampoerna. | Specialty Telecommunications | Director of Finance/CFO | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
Port Street Investments LLC
 Port Street Investments LLC Investment ManagersFinance Port Street Investments LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2013 and is a wholly owned subsidiary of Beacon Pointe Holdings LLC. Port Street Investments serves as investment manager of the Port Street Quality Growth fund (PSQGX), a high active share, value driven, opportunistic equity fund. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities | |
| UBIQUITY INC | Internet Software/Services | Chief Executive Officer | |
| PT INTI BANGUN SEJAHTERA TBK | Engineering & Construction | Director/Board Member | |
PT Infrastruktur Bisnis Sejahtera
 PT Infrastruktur Bisnis Sejahtera Specialty TelecommunicationsCommunications PT Infrastruktur Bisnis Sejahtera provides telecommunication services. The private company is based in Jakarta, Indonesia. | Specialty Telecommunications | Corporate Officer/Principal | |
| Harvard Kennedy School of Government | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 39 |
| Indonesia | 4 |
| Canada | 2 |
Settori
| Finance | 18 |
| Consumer Services | 14 |
| Commercial Services | 4 |
| Energy Minerals | 3 |
| Technology Services | 3 |
Posizioni
| Corporate Officer/Principal | 48 |
| Director/Board Member | 34 |
| Undergraduate Degree | 33 |
| Portfolio Manager-Equities | 19 |
| Founder | 14 |
Contatti più connessi
| Insiders | |
|---|---|
| Azra Kanji | 21 |
| Shannon Eusey | 15 |
| Hanny Jahja | 9 |
| Jeff Padilla | 7 |
| Saif Saleh | 7 |
| Io Wai Wu | 7 |
| Bharat Lakhanpal | 6 |
| Michael Gaffney Dow | 6 |
| Andy Stern | 6 |
| Joy Renee Mautz | 6 |
| Michael Harry Kane | 6 |
| Brandon Hoffman | 6 |
| Garth Kevin Flint | 5 |
| William Gates | 5 |
| Doug Allison | 5 |
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- Insiders
- Sarten Reifel
- Connessioni Società
