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Asset Management
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Investment Brokerage - National
Investment Brokerage - Regional

American Century Companies, Inc.

American Century Companies, Inc.

American Century Companies, Inc. was founded in 1958 and is based in Kansas City, Missouri. American Century Companies, Inc., through its subsidiaries, provides investment advisory, management, and administrative services for American Century mutual funds. It administers fixed income, value, quantitative, U.S growth, and international growth funds. The company's brokerage services offer investors access to mutual funds from other firms. American Century Companies, Inc. was formerly known as Twentieth Century Companies, Inc.

ORIX Capital Markets, LLC

ORIX Capital Markets, LLC

ORIX Capital Markets is the trading and asset management branch of ORIX USA Corporation, the US division of Japanese financial services giant ORIX Corporation. ORIX Capital Markets manages the group's securitized assets, bonds, leveraged loans, and other investments. After merging with affiliate ORIX Real Estate Capital, ORIX Capital Markets, LLC also finances, develops, and manages commercial real estate in the US and Canada. ORIX Capital Markets has more than $1 billion in assets under management, including collateralized debt obligations, mortgage-backed securities, and municipal securities.

Lightspeed Venture Partners

Lightspeed Venture Partners

Lightspeed Venture Partners was founded in 1971 is based in Menlo Park, California. Lightspeed Venture Partners is a venture capital firm specializing in early stage and expansion stage investments. The firm structures and participates in equity and debt financing for start-up and growth companies and also provides incubation services. In China, the firm seeks to invest in early stage and late stages businesses. It prefers to make investments in mobile, social media, commerce, gaming, consumer web services, datacenter infrastructure, enterprise automation, digital media and consumer electronics, communications infrastructure technologies, networking, wireless, internet media & commerce, internet and e-commerce, semiconductors, cleantech, and other services. In India, the firm seeks to invest in advertising & media, business services, financial services, healthcare, education, and retail. It primarily invests in the United States, Israel, China, and India. The firm seeks to makes investments not exceeding $20 million. The firm invests between $10 million to $25 million in growth stages in India. It invests between $2 million to $10 million in early stages in India.

KKR & Co. L.P.

KKR & Co. L.P.

Kohlberg Kravis Roberts & Co.(KKR) was founded in 1976 and is based at New York, New York with additional offices across North America, Europe, and Asia. Kohlberg Kravis Roberts & Co. is a private equity and mezzanine investment firm specializing in acquisitions, leveraged buyouts, management buyouts, and mezzanine investments in large cap companies. The firm will consider investments in all industries, with a focus on infrastructure. It seeks a board seat in its portfolio companies. The firm’s average investment horizon is five years and more. It exits its investments through initial public offerings, secondary offerings, and sales to strategic buyers. The firm holds a controlling interest in its portfolio companies after they go public.

Wedbush Capital Partners, L.P.

Wedbush Capital Partners, L.P.

Wedbush Capital Partners is a private equity firm specializing in growth capital, recapitalizations, acquisition, management-led buyouts, add-on acquisitions and expansion capital investments in lower middle market. The firm prefers to invest in business and financial services, consumer products and services, and niche manufacturing with a focus on medical devices, materials, containers and packaging, industrials, capital goods, aerospace and defense, building products, construction and engineering, electrical equipment, trading companies and distributors, commercial services and supplies, transportation, consumer discretionary, consumer durables and apparel, leisure equipment and products, textiles, apparel and luxury goods, restaurants and leisure, retailing, consumer staples, financials, banks, commercial banks, diversified financials, diversified financial services, consumer finance, capital markets, energy services, and insurance sectors. It invests in companies based in the Western United States.

RJD Partners Limited

RJD Partners Limited

RJD Partners Limited was founded in 2001. RJD Partners hopes to provide a nice return. The private equity firm invests in midsized UK companies on behalf of its third-party funds. It participates in buyouts, capital injections, and restructurings, targeting companies valued between £10 million to £75 million (between $15 million and $125 million). RJD Partners takes an active role in its investments, helping them to grow organically and via their own acquisitions. Portfolio holdings include companies in the business services, health care, IT, leisure, and financial services sectors.

Sinopia Asset Management

Sinopia Asset Management

Sinopia Asset Management was founded in 1989 and is based in Paris, France. Sinopia Asset Management SA is a privately owned investment manager. The firm provides its services to investment companies. It primarily manages mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It employs quantitative analysis to create its portfolio. The firm conducts in-house research to make its investments. It operates as a subsidiary of HSBC CCF Asset Management Group SA.

Novak Biddle Venture Partners

Novak Biddle Venture Partners

Novak Biddle Venture Partners was established in 1997 to provide equity financing and assistance to the management of young, information technology companies. NBVP is backed by a number of the country’s most prestigious limited partners, and has over $580 million under management. Novak Biddle Venture seek investment opportunities where the combination of ideas, dollars, experience, and relationships can create long-term, sustainable value. While Novak believe that the vast majority of business plans Novak receive have many of the makings of viable companies, Novak are looking for additional key features in the businesses in which Novak invest.

Wheeler/Frost Associates, Inc.

Wheeler/Frost Associates, Inc.

Wheeler/Frost Associates is more than happy to roll out all sorts of investment advice. Wheeler/Frost Associates provides a variety of investment planning and management service. Wheeler/Frost Associates' offerings include portfolio management (including active and passive investment strategies), retirement planning, equity compensation consulting, and charitable giving optimization.

Vulcan Inc.

Vulcan Inc.

Vulcan Inc. firm holds the Microsoft co-founder's remaining stake in the industry-defining juggernaut, as well as stakes in dozens of companies involved in technology, telecommunications, multimedia, energy, and real estate. Portfolio holdings include cable company Charter Communications (which reorganized in 2009 under Chapter 11 bankruptcy protection) and privately built spacecraft SpaceShipOne. Allen also owns two professional sports teams, the NBA's Portland Trail Blazers and the NFL's Seattle Seahawks.

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