| Name | Title | Contact Details |
|---|---|---|
Joseph Sommer |
General Counsel/Chief Compliance Officer | Profile |
Aragon Ventures is a Menlo Park, CA-based company in the Financial Services sector.
First Analysis Corporation is a Chicago, IL-based company in the Financial Services sector.
TruAmerica Multifamily was founded in 2013 on the premise that repositioning Class B apartment communities presents a tremendous value proposition for investors. We unlock the potential in these properties through tailored renovation, re-positioning strategies, and focused asset management.
Full service wealth management firm. We support a diverse and varied clientele, from business owners and executives, to retirees and individual investors. We advise clients on investments, retirement planning, education planning, estate planning, retirements plans, insurance planing, and business planning. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, potential ways on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams. Securities offered through LPL Financial, Member FINRA www.finra.org SIPC. www.SIPC.org. Investment Advice offered through Northstar Wealth Partners, a registered investment advisor and separate entity from LPL Financial. This site is designed for U.S. residents only. The services offered within this side are available exclusively though our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Audax Group is a premier investor in middle market companies. Established in 1999, Audax manages over $4.8 billion of capital through its private equity, mezzanine debt, senior secured debt and affiliate funds. Audax focuses on building companies with leading market positions and superior management teams. Our mission is to partner with management to build long term value in our companies. Our track record demonstrates we are results oriented business and financial partners. We have a long and successful history of investing across a wide range of industries and transactions, including leveraged buyouts and recapitalizations, corporate divestitures spin-offs and roll-outs.