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Larry Niel Frager
Gründer bei tru Independence Asset Management LLC
Ursprung des Netzwerks ersten Grades von Larry Niel Frager
Einheit | Art der Einheit | Industrie | |
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Tran Capital Management LP
![]() Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company.
16
| Holding Company | Investment Managers | 16 |
tru Independence Asset Management LLC
![]() tru Independence Asset Management LLC Investment ManagersFinance tru Independence Asset Management LLC (tru Independence) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Larry Frager in 2016 and is owned by tru Independence LLC. tru Independence offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
2
| Subsidiary | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Larry Niel Frager
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Ariel Investments LLC
![]() Ariel Investments LLC Investment ManagersFinance Ariel Investments LLC (Ariel) is a SEC-registered investment advisor and fund management firm headquartered in Chicago, Illinois. The firm was founded by John W. Rogers, Jr. in 1983 and is a subsidiary of ACMI, Inc. Ariel provides investment management services to a variety of individual and institutional clients in the US. The firm also serves institutional separate account clients in Canada and offers certain separate account products to professional investors in Australia and Asia. | Investment Managers | Investment Committee Member | |
Janus Henderson Investors US LLC
![]() Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Dodge & Cox
![]() Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Artisan Partners LP
![]() Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Portfolio Manager-Equities | |
HighMark Capital Management, Inc.
![]() HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Portfolio Manager-Equities | |
RBO & Co. LLC
![]() RBO & Co. LLC Investment ManagersFinance RBO & Co. LLC (RBO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Saint Helena, California. The firm was founded in 1980 by Reginald B. Oliver. RBO provides investment advice to individuals, family offices, and institutions. | Investment Managers | Portfolio Manager-Equities | |
Madison Asset Management LLC
![]() Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Analyst-Equity | |
BodeTree LLC
![]() BodeTree LLC Packaged SoftwareTechnology Services BodeTree LLC develops and provides financial management software for small businesses. Its software helps small business owners to understand their financial data. The company was founded by Matthew A. Ankrum and Christopher Myers in 2010 and is headquartered in Denver, CO. | Packaged Software | Founder | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
40/86 Advisors, Inc.
![]() 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | 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 | |
Townsend Asset Management Corp.
![]() Townsend Asset Management Corp. Investment ManagersFinance Townsend Asset Management Corp. (Townsend) is an independent registered investment advisor and wealth management firm headquartered in Raleigh, North Carolina. The firm was founded by Gerald A. Townsend in 1982. Townsend provides wealth management, investment management, financial planning, tax planning and preparation, and consulting to individuals, trusts, partnerships, corporations, non-profit organizations, and retirement plans. | Investment Managers | Chief Investment Officer | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Davidson College | College/University | Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Masters Business Admin Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Santa Clara University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
Virginia Commonwealth University | College/University | Undergraduate Degree | |
SightLine Partners LLC
![]() SightLine Partners LLC Investment ManagersFinance ightLine Partners LLC (SightLine Partners) is an independent venture capital and private equity firm founded in 1992 by Buzz Benson and Maureen Harder. The firm is headquartered in Bloomington, Minnesota. | Investment Managers | Corporate Officer/Principal | |
Traditional Medicinals, Inc.
![]() Traditional Medicinals, Inc. Food: Major DiversifiedConsumer Non-Durables Traditional Medicinals, Inc. engages in the manufacture of tea blends and botanical products. Its product categories include detox, digestion, good mood, green tea, heart health, herbals, immunity, joint health, laxative, nausea, pre and postnatal, probiotics, relaxation, seasonal care, skin health, sleep, stress relief, water retention, and women’s cycle. The company was founded by Drake Sadler and Rosemary Gladstar in 1974 and is headquartered in Sebastopol, CA. | Food: Major Diversified | Comptroller/Controller/Auditor | |
ARCADIA BIOSCIENCES, INC. | Chemicals: Agricultural | Director/Board Member | |
Industry Ventures LLC
![]() Industry Ventures LLC Investment ManagersFinance Industry Ventures LLC (Industry Ventures) is a venture capital firm founded in 2000 by Johan Douwe Swildens and Tom Litle. The firm is headquartered in San Francisco, California. | Investment Managers | Comptroller/Controller/Auditor | |
Main Management LLC
![]() Main Management LLC Investment ManagersFinance Main Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by four founding partners in 2002. Main Management offers a variety of investment advisory services to various clients. | Investment Managers | Director of Research - Equity | |
Buck Institute for Research on Aging
![]() Buck Institute for Research on Aging Miscellaneous Commercial ServicesCommercial Services Buck Institute for Research on Aging operates independent research institute for connection between aging and chronic disease. The company is headquartered in Novato, CA. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
Haas School of Business | College/University | Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
Hickory Lane Capital Management LP
![]() Hickory Lane Capital Management LP Investment ManagersFinance Hickory Lane Capital Management LP (Hickory Lane) is an independent hedge fund manager headquartered in New York City. The firm was founded by Joshua Pearl. Hickory Lane provides investment management services to high-net-worth clients. | Investment Managers | Analyst-Equity | |
Crescent Capital Group LP
![]() Crescent Capital Group LP Investment ManagersFinance Crescent Capital Group LP (Crescent) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Jean-Marc Chapo and Mark Attanasio in 2010. They are a subsidiary of Sun Life Capital Management (US) LLC, which is ultimately owned by Sun Life Financial, Inc. (NYSE, TSE: SLF) in Canada. Crescent offers investment advisory services primarily to institutional investors through private investment funds, which includes structured vehicles and separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Chiron Capital Management LLC
![]() Chiron Capital Management LLC Investment ManagersFinance Chiron Capital Management LLC (Chiron) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tallahassee, Florida. Founded in 2020, Chiron offers discretionary and non-discretionary investment management and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Chief Executive Officer | |
Raymond James Financial Services Advisors, Inc.
![]() Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Chapman Investment Management LLC
![]() Chapman Investment Management LLC Investment ManagersFinance Chapman Investment Management LLC (CIM) is an independent registered investment advisor and hedge fund manager headquartered in San Anselmo, California. The firm was founded in 2013 and is wholly-owned Scott A. Chapman. CIM provides professional discretionary portfolio management through separately managed accounts to individuals for taxable and retirement accounts, and to corporate pension plans, charitable foundations and academic endowments. | Investment Managers | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 48 |
Hong Kong | 2 |
Sektoral
Finance | 25 |
Consumer Services | 19 |
Commercial Services | 4 |
Technology Services | 2 |
Consumer Non-Durables | 2 |
Operativ
Portfolio Manager-Equities | 22 |
Corporate Officer/Principal | 21 |
Analyst-Equity | 18 |
Undergraduate Degree | 18 |
Masters Business Admin | 12 |
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