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Montgomery & Co. is a Santa Monica, CA-based company in the Financial Services sector.
Heckman Financial & Insurance Services is a San Jose, CA-based company in the Financial Services sector.
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $8 billion for over 1800 client relationships nationwide.
Direct Lending Investments: An asset manager whose investment products seek to generate attractive current income through opportunistic investments across the credit markets.
Founded in 1976 and led by Henry Kravis and George Roberts, KKR is a leading global investment firm that manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, credit and hedge funds. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world‐class people, and driving growth and value creation at the asset level. KKR invests its own capital alongside its partners` capital and brings opportunities to others through its capital markets business. References to KKR`s investments may include the activities of its sponsored funds.