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First Manhattan Co. was founded in 1964 and is based in New York, New York with an additional office in Palm Beach Gardens, Florida. First Manhattan Co. is a privately owned investment manager. The firm primarily provides its services to high net worth individuals. It also caters to individuals, investment companies, pension and profit sharing plans, other pooled investment vehicles, charitable organizations, and corporations. The firm manages separate client-focused portfolios. It also manages mutual funds for its clients. The firm invests in the public equity and fixed income markets of the United States. It typically makes its equity investments in value stocks of companies. The firm employs a fundamental analysis with a bottom-up stock picking approach to create its portfolio. It uses in-house research to make its investments.

First Quadrant was founded in 1988 and is based in Pasadena, California with an additional office in Wellesley Hills, Massachusetts. First Quadrant L.P. is a privately owned investment manager. The firm primarily provides its services to institutional investors. It also caters to high net worth individuals, pension and profit sharing plans, pooled investment vehicles, state or municipal government entities, investment companies, charitable organizations, and foreign governments. The firm manages separate client focused equity and balanced portfolios. It also manages mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It makes its investments in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm seeks to invest in alternative investments markets including currencies, global index options, and options on future contracts. It employs currency management arbitrage, tactical asset allocation, policy allocation control, and long/short strategies to make its investments.

First Republic Bank was founded in 1985 as First Republic Bancorp Inc. and changed its name to First Republic Bank in September 1997. The company is headquartered in San Francisco, California. As of September 21, 2007, First Republic Bank operates as a subsidiary of BofA Merrill Lynch. First Republic Bank provides private banking, private business banking, investment management, brokerage, trust services, and real estate lending services in California, Nevada, and New York. It provides private business banking services to accounting firms, architecture and design, art and antique dealers, business management firms, business partnerships, entertainment/media, family offices, financial services, hedge funds, independent schools, investment firms, law firms, medical firms, non-profit organizations, private equity funds/firms, property management firms, and venture capital firms.First Republic Bank company also provides private wealth management services, including asset allocation, trust administration, custody, asset management, brokerage, private placements, fixed income management, financial and estate planning, alternative investments, socially responsible investing, and multi-cap equity and management services. First Republic Bank also offers residential lending products, such as single family mortgages, vacation home mortgages, co-op and condominium loans, home equity lines of credit, bridge loans, and construction-to-permanent loans; commercial lending, including apartment building, mixed-use building, commercial real estate, and site-acquisition and construction loans; and personal lending, such as stock/bond secured loans, unsecured loans, overdraft lines of credit, letters of credit, partner capital lines, aircraft and yacht financing. The company’s deposit services comprise ATM rebate checking, money market checking, money market savings, passbook savings, and certificates of deposit.

FirstCity Financial Corporation (FirstCity) is a financial services company. The Company engages in two business segments: Portfolio Asset Acquisition and Resolution, and Special Situations Platform. In the Portfolio Asset Acquisition and Resolution business, the Company acquires portfolios of performing and non-performing loans and other assets (Portfolio Assets), at a discount to their legal principal balances or appraised values, and services and resolves such Portfolio Assets. Through its Special Situations Platform, the Company provides investment capital to privately-held middle-market companies through flexible capital structuring arrangements to generate a risk-adjusted return. These capital investments primarily take the form of senior and junior financing arrangements, but also include direct equity investments, common equity warrants, distressed debt transactions, and leveraged buyouts.

Established in 1979, Fisher Investments is a private money management firm serving Fortune 500 companies, foundations, and endowments, as well as wealthy individuals with at least $500,000 to invest. The firm is active in the US and in the UK, where it operates through subsidiary Fisher Wealth Management. In Germany, Fisher does business through its joint-venture affiliate, Greener Fisher Investments. At the helm of Fisher Investments is founder, CEO, and chief investment officer Ken Fisher, who has authored several books on investing and has written the "Portfolio Strategy" column for Forbes magazine for more than 20 years.

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