Investment Management

Sumeru Equity Partners (“SEP”) is a technology-focused growth capital firm that invests $25-200 million in growing enterprise technology companies.

Founded in 1994, but with roots going back to the late 1970’s and early 1980’s, we have been an established presence in independent research and investment management for over 25 years. We are an independently owned and operated investment boutique that adheres to a long-term, contrarian, fundament

At WRISE, we see ourselves as the next generation of wealth management. Our unique client-centred philosophy and innovative wealth solutions distinguish us from the rest. We approach wealth management holistically. It begins with a profound understanding of our clients' wealth aspirations. We then

Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trus

Wealth Enhancement Group offers comprehensive and customized financial planning and investment management services.

We are deep-value, bottom-up investors. Our opportunity specialists have the freedom to identify mispriced institutional-quality assets in all property types, anywhere in the U.S., unconstrained by capital structure. This flexible approach, combined with our fervent focus on risk management for pri

Velocity Mortgage Capital is a nationwide lender focused exclusively on financing residential investment and small commercial property loans. Our innovative mortgage programs, broker marketing resources, and talented team of investment property specialists help mortgage brokers attract new clients a

Tavan Bogd Group is one of the largest conglomerates in Mongolia, with strategically diversified business interests focusing on key operations within four strategic areas of Trade and Service, Manufacturing, Tourism and Hospitality and Equity Investment.

Anthelion Capital is a growth-oriented investment platform that provides flexible capital and data science solutions to environmentally sustainable companies. The firm was founded in 2015 and is based in New York City. In 2018, Anthelion Capital partnered with Cowen Inc. to advance growth as Cowen S

Strut helps emerging, established emerging, and legacy venture capitalists succeed at every stage.

Draycott is a diversified asset manager blending proprietary capital with select family wealth, managed by a world-class team with deep institutional expertise. We invest across Buyouts, Real Estate and Venture, with deep commitment and strong alignment in every investment. With a flexible capital

Tree Line is a private credit asset management firm focused on direct lending to the lower middle market. Tree Line provides first lien term loans, unitranche term loans and equity co-investments to lower middle market borrowers with between $3M-$30M of EBITDA and at least $8M of ARR in North Americ

AEQUITA is a Munich-based family office investing in special situations including corporate carve-outs, successions, and recovery situations across Europe. With a strong capital base, entrepreneurial expertise and a partnership approach, the team focuses on the acquisition and long-term value enhanc

A pre-seed deep-tech fund

Our mission is to make it easier for investors to gain price exposure to alternative investments. We believe investors can build more resilient portfolios by diversifying across capital markets and allocating to a variety of different asset classes. Listed on the New York Stock Exchange, our fund

Investment Property Exchange Services, Inc. (IPX1031), a wholly owned subsidiary of Fidelity National Financial (FNF), the nation's largest title insurance company, focuses solely on 1031 Tax Deferred Exchanges. IPX1031’s focus goes beyond the ordinary to deliver exceptional customer service and ach

Truly Investor Capital was created by Commercial lending professionals & Oaktree Funding Corp. leadership to deliver a streamlined, faster, and more dependable way for Business Partners & Real Estate Investors to power their businesses. Truly Investor Capital, a division of Oaktree Funding Cop., 3

About Us United Shares is a premier international real estate investment and development firm, founded by a team of seasoned entrepreneurs with over 30 years of combined expertise. With a strong track record across the USA, UK, UAE, and MENA regions, we specialize in real estate development, investm

Centralis Group is an asset management firm that provides tailored corporate, treasury, infrastructure, and debt administration services.

Aéma Groupe est né en janvier 2021 de l’ambition partagée entre la Macif et Aésio Mutuelle de créer le premier Groupe mutualiste de protection Français. Avec l’acquisition d’Abeille Assurances (ex. Aviva France) en septembre 2021, Aéma Groupe devient un acteur de référence du marché assurantiel se

Helping you to navigate life's financial decisions. Partners Wealth Group is a diversified wealth management business offering financial advice, investments, superannuation, lending and legal solutions. We believe in the power of personalised advice and collaboration to deliver tailored, innovative

Somos el centro corporativo de Breca, un conglomerado empresarial peruano con más de 130 años de historia. Nuestros fundadores, Fortunato Brescia Tassano y su esposa María Catalina Cafferata establecieron sólidos valores como integridad, pasión por el aprendizaje, innovación y dedicación por contrib

As part of Rabo Investments, Rabo Ventures (formerly Rabo Food & Agri Innovation Fund) invests early growth capital in innovative companies across the Food & Agri (F&A) supply chains with a geographic focus on Europe and the North America. As proactive investors, we are dedicated to fulfilling a

New Founding is a venture firm for American vitality. We build and back companies defined by American ideals and a positive national vision. We explicitly oppose DEI/ESG and the bureaucratization of American business culture. We promote a culture of entrepreneurship and excellence, betting on gre

Multiples was founded in 2009 by Renuka Ramnath, emerging from a vision to create a highly-respected, sustainable and successful institution focused on Alternate Asset investments in India. With close to $3Bn under management, and a portfolio of 30 companies across three funds, Multiples now has a

Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients. Our team of professionals is committed to our distinctive investment philosophy, disciplined approach, and impact investing leadership.

Schechter is a boutique, third generation wealth advisory and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance

We see private equity as a force for good. A positivity born of generating returns in the right way. We strive for sustainable growth by building on solid foundations with a commitment to the environment and society. We work with our partners, on an equal footing, towards the same goal. Together, we

We are the leading global, independent management advisory firm, owned and managed by our team of professionals, and operating across an international network of offices. We structure, navigate and implement equity incentive arrangements for management teams in private capital transactions. Working

We are one of the world’s leading investment fund platforms, focused on delivering truly differentiated alternative strategies and solutions. At the core of this offering is our pioneering and market-leading Alternative UCITS funds platform – Lumyna Funds; bringing the best of the alternative inves

For too long investors have been getting the short end of the stick. Limited access to markets combined with high fees have put ordinary investors at a disadvantage. We’re here to change that. Lightyear is a simple and approachable way to invest your money globally without unnecessary barriers or

With offices in Cyprus, Greece, United Kingdom and United Arab Emirates, Refalco is a leading global investment consulting and advisory firm. The firm provides advice on urban industrial redevelopment strategies, project feasibility assessment, financing options, real estate strategic advisory and s

Coutts Crown Dependencies is renowned as a provider of intelligent wealth management and private banking solutions for global individuals. Based in Jersey, Guernsey and the Isle Of Man - three of the world's leading offshore financial centres - we provide global private banking and wealth managem

With over $13Bn in FUM, Evidentia Group builds and manage managed account portfolios for Australia's leading Private Wealth firms. Evidentia has investment professionals and advice specialists based in offices in Sydney, Brisbane, Melbourne, and Perth.

الراجحي المالية هي وجهتك الأولى للاستثمار، حيث تكرّس التقنية الحديثة لتقديم أرقى وأفضل الخدمات الاستثمارية. باعتبارها الذراع الاستثماري لمصرف الراجحي، فهي مرخصة من قبل #هيئة_السوق_المالية، وتلتزم بتقديم استثمارات متوافقة مع مبادئ الهيئة الشرعية. تتمثل رسالتنا في تقديم حلول استثمارية مبتكرة تحقق أفضل

Building the health of systems rather than monetizing the symptoms of unhealthy systems. Grounded Capital was created with a different approach to investing. Embracing the interdependence of people, planet, and capital, we strive to build the health of social, ecological and financial systems. As

Brookfield Investments Corporation (the “Company”) makes investments in the forest products and property sectors. The Company’s sole common shareholder is Brookfield Asset Management Inc.

Durable Capital Partners LP is an investment adviser founded by Henry Ellenbogen. Durable Capital Partners LP's investment philosophy is grounded in sourcing small-cap and mid-cap compounders in both the private and public markets.

Ventum Financial Corp. (Ventum), previously known as PI Financial Corp., is a leading independent investment dealer that provides a full range of investment products and services for individual, corporate, and institutional investors. Since its establishment in 1982, Ventum has become one of Canada

Actis is a leading investor in growth markets across Africa, Asia and Latin America. They deliver consistent, competitive returns, responsibly, through insights gained from trusted relationships, local knowledge and deep sector expertise. Founded in 2004, they have an unparalleled heritage in growth

Huaxi Holdings Company Limited is an investment holding company principally engaged in the manufacture and sale of packaging materials for cigarette in China.

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Their reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

Choice New York Companies offers building staffing and real estate brokerage services.

BICECORP es un holding financiero que desde hace 42 años entrega soluciones financieras innovadoras y personalizadas, para satisfacer las necesidades de financiamiento, protección, ahorro e inversión de sus clientes.

Harrison Street is one of the leading investment management firms exclusively focused on alternative real assets. Since inception in 2005, the firm has created a series of differentiated investment solutions focused on demographic-driven, needs-based assets. The firm has invested across senior housi

Established in 1994 and incorporated in 1996, Georgetown Collegiate Investors LLC is the nation’s largest completely undergraduate-run and undergraduate-owned equity investment fund. Each Georgetown University student who invests becomes a full partner in our firm and participates in everything fro

Founded by some of the most experienced traders and risk managers on Wall Street, our team excels in digital asset trading and risk management. We offer an innovative trading platform which provides transparent pricing and seamless execution across all major cryptocurrencies including Bitcoin, Ether

GoldenTree Asset Management concentrates on making credit investments, serving institutional investors such as leading public and corporate pensions, insurance companies, foundations, endowments, and sovereign wealth funds. GoldenTree is employee-owned and is one of the largest, global independent a

Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America.

Cherry is a one-stop investment app that helps you to invest in Mutual Funds, Bonds, Stocks, ETFs, and Index Funds. It is an intuitive platform backed by the trusted house of Kotak. Cherry focusses on three major pillars: Curation: There is no one-size fits all in investing. Cherry has optio