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Carter Financial Management was founded in 1976 by company president Bill Carter (also no relation to President Carter nor his beer-branding brother Billy). Former US President Jimmy Carter doesn't have anything to do with Carter Financial Management, but Carter Financial Management has a lot to do with dead presidents (if not live ones). Carter Financial Management company offers asset management, tax, legal, and philanthropic services to high-net-worth individuals, as well as families, professionals, and business owners. Affiliate Carter Advisory Services performs financial planning services for estates worth $2 million to $100 million, while brokerage services are carried out by Raymond James Financial.

Cavanagh Group is an independent financial advisor providing investment advice to private clients and businesses. With offices across the UK, the firm provides financial counseling for executives, employee benefit arrangement, pension structure advice, asset management, and development assistance. About a third of its business comes from corporations. Cavanagh has grown its client base and geographic reach through several acquisitions including Ernst & Young Financial Management (EYFM), the independent financial advisory arm of Ernst & Young L.L.P., in 2003, and Scottish corporate adviser JRG Financial Consulting in 2007.

Centerline Capital Group operates as a real estate finance and investment company in the United States. The company provides equity and debt capital to the affordable multifamily housing industry. Its asset management group comprises construction monitoring, primary servicing, special servicing, and portfolio oversight. Centerline's commercial real estate group provides financing and investment products for affordable multifamily, conventional multifamily, retail, office, mixed use properties, and industrial properties. The company also offers institutional investment products, such as tax credit funds, direct loan funds, high-yield CMBS funds, and real estate equity funds. It offers financing at each level of a property's capitalization, including equity, mezzanine capital, B-notes, bridge and first mortgage loans. Centerline Capital Group focuses on providing credit intermediation, primarily in the form of credit default swaps to the affordable multifamily housing industry.

China Cinda Asset Management Corporation was founded in 1999 and is headquartered in Beijing, China. China Cinda Asset Management Corporation, along with its subsidiaries, engages in non-performing asset undertaking, management, and disposal. Its services include acquiring and operating non-performing asset in local and foreign currencies stripped off from CCB and the state development bank; debts collection; assets leasing, transferring, and restructuring; swapping debts into equity and temporarily holding the equity; sponsoring stock listing and underwriting relevant bonds or stocks within its managed assets; non-performing asset securitization upon approval; issuance of financial bonds and borrowing from financial institutions; and financial/legal advisory services and asset evaluations. The company serves various industries, including real estate, coal, chemical, construction materials, textile, ferrous and non-ferrous metals, construction, and power industries.

CI Financial Corp. (CI), formerly CI Financial Income Fund, is a diversified wealth management firm. It is engaged in the management, marketing, distribution and administration of mutual funds, segregated funds, structured products and other fee-earning investment products for Canadian investors, distributed primarily through brokers, independent financial planners and insurance advisors, including Assante Capital Management Ltd. and Assante Financial Management Ltd. It operates in two segments. The Asset Management provides the majority of its income and derives its revenues from the fees earned on the management of several families of mutual, segregated, pooled and closed-end funds, structured products and discretionary accounts. The Asset Administration derives its revenues from commissions and fees earned on the sale of mutual funds and other financial products, and ongoing service to clients. On December 31, 2009, it completed the sale of Blackmont Capital Inc. to Macquarie Group.

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