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Oaktree is a leader among global investment managers specializing in alternative investments, with $172 billion in assets under management as of March 31, 2023. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,100 employees and offices in 20 cities worldwide.
Fundadministration Inc is a Tarrytown, NY-based company in the Financial Services sector.
Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
Whitestone is a community-centered shopping center REIT that acquires, owns, manages, develops, and redevelops high-quality neighborhood centers primarily in the largest, fastest-growing and most affluent markets in the Sunbelt. Whitestone seeks to create Communities that Thrive through Creating Local Connections between consumers in the surrounding communities and a well-crafted mix of national, regional, and local tenants that provide daily necessities, needed services, entertainment, and experiences. Whitestone is a monthly dividend-paying stock and has consistently paid dividends for over 15 years. Whitestone`s strong balanced and managed capital structure provides stability and flexibility for growth and positions Whitestone to perform well through economic cycles.
Optima Fund Management is a New York, NY-based company in the Financial Services sector.