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Aktive Positionen von Tim Melly
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Dakota Wealth LLC
![]() Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Portfolio Manager-Aktien | 01.07.2021 | - |
Karriereverlauf von Tim Melly
Ehemalige bekannte Positionen von Tim Melly
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Persimmon Capital Management LP
![]() Persimmon Capital Management LP Investment ManagersFinance Persimmon Capital Management LP (PCM) is a registered is a multi-family office and investment consulting firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Gregory S. Horn in 1998 and is a subsidiary of Dakota Wealth Management LLC. PCM provides investment and wealth advisory services to ultra-high net worth families, individuals, and private endowments and foundations. The firm is also the investment adviser to a multi-strategy, master/feeder hedge fund of funds complex, Persimmon Absolute Return Master Fund, LP and Persimmon Long/Short Fund, a long/short mutual fund (Ticker: LSEIX). | Direktor der Forschung - Eigenkapital | 01.05.2014 | 01.07.2021 |
Mitglied des Investmentausschusses | 01.05.2014 | 01.07.2021 | |
Portfolio Manager-Aktien | 01.05.2014 | 01.07.2021 |
Ausbildung von Tim Melly
Drexel University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Persimmon Capital Management LP
![]() Persimmon Capital Management LP Investment ManagersFinance Persimmon Capital Management LP (PCM) is a registered is a multi-family office and investment consulting firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Gregory S. Horn in 1998 and is a subsidiary of Dakota Wealth Management LLC. PCM provides investment and wealth advisory services to ultra-high net worth families, individuals, and private endowments and foundations. The firm is also the investment adviser to a multi-strategy, master/feeder hedge fund of funds complex, Persimmon Absolute Return Master Fund, LP and Persimmon Long/Short Fund, a long/short mutual fund (Ticker: LSEIX). | Finance |
Dakota Wealth LLC
![]() Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Finance |