Ursprung des Netzwerks ersten Grades von J. Richard Atwood
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund.
9
| Private Company | Financial Conglomerates | 9 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von J. Richard Atwood
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| FPA Capital Fund, Inc. | Investment Trusts/Mutual Funds | Treasurer Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| FPA New Income, Inc. | Investment Trusts/Mutual Funds | President Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Corporate Secretary | |
| FPA Paramount Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| FPA Perennial Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Greyhound Lines, Inc.
 Greyhound Lines, Inc. Other TransportationTransportation Greyhound Lines, Inc. provides transportation services. The company has three other operating entities in the United States. They include: BoltBus, a premium curbside service in the Northeast and Western regions of the U.S.; YO! Bus, which serves Chinatown communities in the Northeast; and Valley Transit Company, serving the Texas-Mexico border. The company was founded in 1914 and is headquartered in Dallas, TX. | Other Transportation | Director/Board Member | |
| SOURCE CAPITAL, INC. | Investment Trusts/Mutual Funds | President Treasurer Director/Board Member Director/Board Member Chairman Director/Board Member Director/Board Member Compliance Officer Corporate Secretary | |
| Investment Managers Series Trust III | Investment Trusts/Mutual Funds | President Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Corporate Secretary | |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Director/Board Member | |
K2 Software, Inc.
 K2 Software, Inc. Packaged SoftwareTechnology Services K2 Software, Inc. engages in the design and development of a software platform for automation processes. It offers consulting, remote, and managed services. The company was founded by Adriaan van Wyk, Lenz le Roux, and Olaf Wagner in 2000 and is headquartered in Bellevue, WA. | Packaged Software | Director/Board Member | |
| FPA Fund Distributors, Inc. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| Transamerica Securities Sales Corp. | President | ||
Transamerica Financial Advisors, Inc.
 Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Investment Managers | Chief Executive Officer | |
Leon Levy Foundation
 Leon Levy Foundation Investment Trusts/Mutual FundsMiscellaneous Leon Levy Foundation engages in the granting of Jewish causes, New York-based institutions, neuroscience research, and support archeological ventures. It also offers human rights portfolio that makes grants to left-of-center organizations that support looser immigration laws and legal abortion. The company was founded by Shelby White and Elizabeth Moynihan in 2004 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Compliance Officer | |
| Bragg Capital Trust | Investment Trusts/Mutual Funds | President Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| FPA Crescent Fund | Investment Trusts/Mutual Funds | President Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Corporate Secretary | |
| FPA Flexible Fixed Income Fund | Investment Trusts/Mutual Funds | President Treasurer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Corporate Secretary | |
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 | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal | |
| Harvard Westlake School | College/University | Director/Board Member | |
| Stanford University | College/University | Doctorate Degree | |
| The California State University | College/University | Undergraduate Degree | |
Fidelity Investments Charitable Gift Fund
 Fidelity Investments Charitable Gift Fund Investment Trusts/Mutual FundsMiscellaneous Fidelity Investments Charitable Gift Fund operates as an independent public charity with a donor-advised fund program. Its is a charitable giving vehicle that combines immediate tax benefits with the ability to support charities on a flexible timetable. The charity was founded in 1991 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chairman | |
Pacific Community Ventures LLC
 Pacific Community Ventures LLC Investment ManagersFinance Pacific Community Ventures LLC (PCV) is a private equity firm founded in 1999. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
| ULURU INC. | Medical Specialties | Director/Board Member | |
Fidelity Charitable Services
 Fidelity Charitable Services Investment Trusts/Mutual FundsMiscellaneous Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY. | Investment Trusts/Mutual Funds | Chairman | |
| New York City Industrial Development Agency (New York) | Local Agencies | Director/Board Member | |
Fulcrum BioEnergy, Inc.
 Fulcrum BioEnergy, Inc. Industrial SpecialtiesProcess Industries Fulcrum BioEnergy, Inc. engags in the production of biofuel from garbage. It designs, develops, owns, and operates facilities that convert sorted, post-recycled municipal solid waste into ethanol. The firm's proprietary thermo chemical process converts municipal solid waste feedstock into ethanol using conventional commercial systems and alcohol synthesis process. The company was founded by James Alastair Campbell McDermott and E. James Macias in July 2007 and is headquartered in Pleasanton, CA. | Industrial Specialties | Director/Board Member | |
Settlement Housing Fund, Inc.
 Settlement Housing Fund, Inc. HomebuildingConsumer Durables Settlement Housing Fund, Inc. was founded in 1969 and creates and sustains high quality affordable housing and programs, building strong and economically diverse neighborhoods throughout an unspecified location. The non-profit company is based in New York, NY. Get In Touch Anyeri Caro, Resident Engagement Program Director acaro@shfinc.org. | Homebuilding | Director/Board Member | |
| Los Angeles Police Memorial Foundation | Director/Board Member | ||
NorthStar Investment Management
 NorthStar Investment Management Investment ManagersFinance NorthStar Investment Management provides investment advice. The private company is based in Charlotte, NC. | Investment Managers | Chief Executive Officer | |
| UCLA Anderson School of Management | College/University | Corporate Officer/Principal | |
| Anderson School of Management | College/University | Corporate Officer/Principal | |
| FPA International Value Fund | Investment Trusts/Mutual Funds | Treasurer Director/Board Member | |
| Harold & Pauline Price Center For Entrepreneurial Studies | College/University | Director/Board Member | |
FPA Long Opportunity Fund Ltd.
 FPA Long Opportunity Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous FPA Long Opportunity Fund Ltd. provides investment advice. The company is headquartered in George Town, Cayman Islands. | Investment Trusts/Mutual Funds | Director/Board Member | |
| WAVERLEY CAPITAL ACQUISITION CORP. 1 | Financial Conglomerates | Director/Board Member | |
| Cmw Strategies LLC | Corporate Officer/Principal | ||
| A. E. Osborne Associates | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 49 |
| Cayman Islands | 2 |
Sektoral
| Miscellaneous | 17 |
| Finance | 14 |
| Consumer Services | 8 |
| Transportation | 3 |
| Technology Services | 3 |
Operativ
| Director/Board Member | 93 |
| Treasurer | 15 |
| President | 14 |
| Corporate Officer/Principal | 14 |
| Compliance Officer | 9 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Alfred Osborne | 41 |
| A. Pisano | 22 |
| James Atwood | 18 |
| Mark Lipson | 14 |
| Robert Goldrich | 13 |
| Sandra Brown | 12 |
| Edwin Setzler | 10 |
| Karen Richards | 9 |
| Rebecca Gilding | 7 |
- Börse
- Insiders
- J. Richard Atwood
- Unternehmensverbindungen
