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Bailard is an independent, values-driven wealth and investment management firm in the San Francisco Bay Area.
Franklin Square is a leading manager of alternative investment funds designed to enhance investors` portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors. The firm`s funds offer “endowment-style” investment strategies that help construct diversified portfolios and manage risk. Franklin Square strives not only to maximize investment returns but also to set the industry standard for best practices by focusing on transparency, investor protection and education for investment professionals and their clients. Founded in Philadelphia in 2007, Franklin Square quickly established itself as a leader in the world of alternative investments by introducing innovative credit-based income funds, including the industry`s first non-traded BDC. The firm managed approximately $13.6 billion in assets as of September 30, 2014.
Kachi Partners is a Boulder, CO-based company in the Financial Services sector.
Platinum Grove Asset Management LP is a Port Chester, NY-based company in the Financial Services sector.
Northern Financial Corporation is a financial advisory firm and merchant bank, with a specialization in mergers and acquisitions, merchant banking investments, risk arbitrage merger and acquisition investments, financial restructurings, proxy solicitation and information agent services.