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CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1 billion in client assets under management, we are one of the nations leading independent wealth managers, and as a privately owned, independently managed firm, CapWealths team has a personal stake in the success of our clients.
Torino Capital, LLC. is a New York-based investment bank and broker dealer. The firm is built upon the extensive industry experience, professionalism, local expertise, and long-standing relationships of its team in the U.S., Latin America, Europe, and Asia. Our client-focused professionals have deep knowledge of global markets, decades-long institutional relationships and provide independent advice and execution. We offer broad-based product expertise and execution in emerging markets, high yield and investment grade fixed income products, as well as in FX, equity, local markets, derivatives and structured products globally. Torino Capital, LLC. has a clearing agreement with INTL FCStone Inc. member NYSE/FINRA/SIPC. All client accounts are also custodied by INTL FCStone Inc. Torino Capital is registered with the Securities and Exchange Commission (SEC), and a member of FINRA and the Securities Investor protection Corporation (SIPC).
Scale Venture Partners invests in software companies that are transforming the future of work. Investments include: Box (BOX), Chef, Cloudhealth, DataStax, Demandbase, DocuSign (DOCU), ExactTarget (ET), HubSpot (HUBS), JFrog, KeepTruckin, Lever, and WalkMe. We back companies who have seen early traction with customers and are ready to amplify sales and marketing to accelerate growth. For the past 20 years, we have worked with over 100 companies as they have navigated their path from startup to market leader.
Millennium Advisors is a technology-driven broker-dealer specializing in executing fixed income securities transactions. They are located in Charlotte, NC and are one of the leaders in trading corporate bonds on all major electronic trading platforms.
CarVal Investors is a Minnetonka, MN-based company in the Financial Services sector.