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Family Office Data & Research Designed For the Asset Raising Professional

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A Few of Our Trusted Clients

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  • ing

    Amsterdam, Netherlands

    The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. Its primary businesses are retail banking, direct banking, commercial banking, investment banking, asset management, and insurance services. 

  • CIM Group FINTRX

    Los Angeles, CA

    CIM Group, LLC is a real estate investment firm. The Company manages a range of opportunity, core, and infrastructure funds with the function of acquiring, developing, and operating real estate properties, and employees nearly 800 people. CIM primarily targets hospitality, office, residential, and retail properties, as well as renewable energy infrastructure projects in North America.

  • caotue

    New York, NY

    Coatue is a global investment firm with offices in New York, Menlo Park, San Francisco and Hong Kong. The firm manages ~$16 billion in assets on behalf of individuals, nonprofit organizations, and institutional investors by focusing on high growth investments in the technology, media, and telecommunications space in both the public and private markets. Our investment approach consists of making a small number of investments based on rigorous proprietary research. We look to have a multi-year holding period, an approach which has led to uncommon returns for our investors through a broad range of market conditions since 1999.

  • credit-suisse

    Zürich, Switzerland

    Credit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world.

  • Commonfund

    Wilton, CT

    Commonfund was founded in 1971 as an independent asset management firm with a grant from the Ford Foundation. Today Commonfund manages customized investment programs for endowments, foundations and public pension funds. Among the pioneers in applying the endowment model of investing to institutional portfolios, they provide extensive investment flexibility using independent investment sub-advisers for discretionary outsourcing engagements, single strategies and multi-asset solutions. Investment programs incorporate active and passive strategies in equities and fixed income, hedge funds, real assets and private capital.

  • first-republic

    San Francisco, CA

    First Republic Bank is an American bank and wealth management company offering personal banking, business banking, trust and wealth management services, catering to low-risk, high net-worth clientele.

  • oppenheimer

    New York, NY

    Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition and 2,300+ global employees. Oppenheimer’s culture of providing innovative, customized solutions to their clients sets them apart from their competitors.

  • charles

    San Francisco, CA

    The Charles Schwab Corporation is a bank and stockbroker based in San Francisco, California. It was founded in 1971 by Charles R. Schwab. With more than 20,000 global employees, Schwab is ranked 14th on the list of largest banks in the United States and is also one of the largest brokerage firms in the United States.

  • natixis

    Paris, France

    Natixis is the international corporate, investment, insurance and financial services arm of Groupe BPCE, the 2nd-largest banking group in France with 35 million clients spread over two retail banking networks, Banque Populaire and Caisse d’Epargne.
    With more than 16,000 employees, Natixis has a number of areas of expertise that are organized into three main business lines: Corporate & Investment Banking, Investment Solutions & Insurance, and Specialized Financial Services.

  • adams

    Chicago, IL

    Since 1972, Adams Street has solely focused on private markets investment management. Over the past four decades, Adams Street has grown from a single office in Chicago to ten locations around the world, with investments across more than 30 nations and more than $36 billion of assets.

  • arena2

    New York, NY

    Arena Investors is a global investment firm and merchant capital provider. Arena provides capital, mainly as credit, to companies under-serviced by conventional sources of capital. The firm also deploys capital from investors.

  • startup-canada

    Vancouver Canada

    The Silicon Valley Tech Accelerator connects Canadian tech entrepreneurs to clients, strategic partners and investors.

    This five month program provides high-potential Canadian technology companies with an opportunity to access the unique resources of Silicon Valley to help them grow at a global scale.

  • nmc-w

    New York, NY

    New Mountain Capital, LLC, together with its affiliates ("New Mountain"), manages private equity, public equity and credit capital with aggregate assets under management totaling more than $20.0 billion*. New Mountain has raised over $17.0 billion of committed capital across five private equity funds since inception.

    New Mountain manages public equity portfolios through New Mountain Vantage Advisers, L.L.C. ("Vantage"), a U.S. SEC-registered investment adviser that manages privately offered, pooled investment vehicles available exclusively to accredited investors, and which are designed to apply New Mountain's established strengths as an acquirer and builder of businesses toward non-control positions in the U.S. public equity markets generally.

  • xapo-1

    Palo Alto, California

    Xapo is a global fin-tech company built on bitcoin & blockchain technology. Our mission is to give users all over the world the ability to send, receive, spend and store their money globally and safely.

    Founded in 2013 by International Entrepreneurs Wences Casares (CEO) & Federico Murrone (COO), Xapo has made an unparalleled investment in security infrastructure, assembled a renowned advisory board, recruited a world class team, and raised $40M from top venture capital firms in Silicon Valley & the world.

  • alex-brown

    New York City, NY

    Alex. Brown & Sons was founded in 1800 as the nation’s first investment banking firm. Over the years, the company has been pivotal in financing the continent’s first railroad, helped launch IPOs for big-name companies such as Microsoft, Oracle and Sun Microsystems and brought AOL and Starbucks public.

    Today, Alex. Brown is a division of Raymond James and operates under the original Alex. Brown brand. Through its three broker/dealer subsidiaries, Raymond James Financial has more than 7,300 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $693 billion.

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