Investors in Asset Management

Showing 1-50 out of 3809 matches

Mercer Advisors

Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.
Made 23 investments in Asset Management

Allianz Global Investors

Allianz Global Investors is a prominent active investment management firm headquartered in Munich, Germany. Established in 1956, the company operates as a subsidiary of Allianz SE and has a strong commitment to risk management. With a global presence, Allianz GI maintains 23 offices across 18 countries, providing investment and research capabilities tailored to local markets. The firm manages $436 billion in assets on behalf of individuals, families, and institutions worldwide and employs over 500 investment professionals. Allianz Global Investors offers a diverse range of investment solutions, including mutual funds, managed accounts, closed-end funds, alternatives, equity, multi-asset strategies, research, and fixed income.
Made 2 investments in Asset Management

Kudu Investment Management

Kudu Investment Management LLC is a private equity and venture capital firm established in 2015 and based in New York, New York. The firm specializes in providing risk-sharing capital to asset and wealth management firms, focusing on ownership transfer, partner liquidity, management buyouts, and acquisition and growth finance. Kudu offers solutions for managers seeking a capital event while maintaining their independence, primarily through minority-stake equity investments. As a Registered Investment Adviser, Kudu Investment Management aims to support the growth and sustainability of its clients in the asset management industry.
Made 13 investments in Asset Management

HPS Investment Partners

HPS Investment Partners is a global investment firm headquartered in New York City, specializing in non-investment grade credit. Established in 2007, the firm has a team of 93 investment professionals and over 200 total employees, operating from its New York base and nine additional offices worldwide. Initially created as a division of Highbridge Capital Management, a subsidiary of J.P. Morgan Asset Management, HPS became independent in March 2016 when its principals acquired the firm. The firm manages a diverse range of strategies across the capital structure, including syndicated leveraged loans, high-yield bonds, privately negotiated senior secured debt, mezzanine financing, asset-based leasing, and private equity. HPS focuses on credit and longer-dated liquid investment opportunities, providing both standard and customized investment solutions for companies of varying sizes.
Made 1 investment in Asset Management

BNP Paribas

BNP Paribas SA is a prominent banking and financial services provider headquartered in Paris, France. Established in 1848, the company operates through two primary divisions: Retail Banking and Services, and Corporate and Institutional Banking. It offers a comprehensive array of services, including corporate vehicle leasing, digital banking, investment services, and cash management for corporate clients. Additionally, BNP Paribas provides credit solutions for individuals under various brands, as well as wealth management, insurance, and asset management services. The company also engages in global market services, which encompass investment, hedging, financing, and market intelligence across different asset classes. Furthermore, it supports institutional and corporate clients with corporate trade and treasury services, debt financing, mergers and acquisitions, and equity capital market services. Through its diverse offerings, BNP Paribas aims to facilitate growth and development for a wide range of clientele, from retail customers to large corporations.
Made 7 investments in Asset Management

JP Morgan Chase

JPMorgan Chase & Co. is a prominent financial holding company based in New York, United States, that provides a wide range of financial services globally. Established in 2000, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate advisory, capital raising in equity and debt markets, risk management, and market-making. Additionally, JPMorgan Chase serves consumers, small businesses, and commercial clients by delivering innovative banking solutions and financial transaction processing. With a legacy dating back to 1877, the company has built a reputation for providing comprehensive financial strategies and services to meet the diverse needs of its clientele.
Made 12 investments in Asset Management

BlackRock Private Equity Partners

BlackRock Private Equity Partners, Inc. is a private equity and venture capital firm founded in 1999 and headquartered in Princeton, New Jersey, with additional offices in New York, Durham, Hong Kong, and London. The firm specializes in direct investments and fund of funds investments, encompassing a diverse range of sectors including technology, healthcare, energy, and consumer services. It focuses on mezzanine, early-stage, and later-stage investments, as well as special situations and turnarounds. Additionally, BlackRock Private Equity Partners engages in direct co-investments and invests in various private equity funds worldwide, particularly in the United States, Europe, India, Southeast Asia, and Australia. As an operating subsidiary of BlackRock, Inc., the firm serves a broad array of clients, including institutions and individual investors, while also emphasizing innovative financial technology solutions.
Made 15 investments in Asset Management

Gaingels

Gaingels is a venture investment syndicate founded in 2014 and based in Burlington, Vermont, dedicated to supporting the LGBT+ community and its allies. The organization invests in companies led by LGBT+ founders and executives at all stages of development, as well as in established firms committed to enhancing their diversity and inclusivity. With a global portfolio comprising over 130 companies and $70 million in investment capital deployed, Gaingels plays a vital role in fostering an inclusive business environment. Additionally, the Gaingels network actively assists its portfolio companies in identifying and recruiting diverse talent for their leadership teams, while cultivating a vibrant community of industry leaders, investors, and entrepreneurs committed to driving positive social change through business initiatives.
Made 9 investments in Asset Management

MUFG Investor Services

MUFG Investor Services, established in 2013, is a prominent provider of solutions for the global alternative investment management sector. Operating from 14 locations worldwide, the firm administers over $770 billion in assets, making it one of the leading fund administrators globally. MUFG Investor Services offers a comprehensive suite of services that includes administration, asset servicing, banking and liquidity solutions, corporate and regulatory support, financing, and business consulting. The firm's diverse clientele, comprising nearly 500 clients, spans various investment strategies including hedge funds, private equity, private debt, and mutual funds. As a division of Mitsubishi UFJ Financial Group, one of the largest financial institutions in the world, MUFG Investor Services is well-positioned to enhance operational efficiency and risk management for its clients in the competitive financial landscape.
Made 7 investments in Asset Management

Emigrant Partners

Emigrant Partners is a business built on experience, long term partnership, and alignment of interests. Their team has spent over a decade making minority investments into wealth and asset managers and has completed cumulatively over 45 transactions in their careers.
Made 3 investments in Asset Management

Mubadala Capital

Mubadala Capital is an asset management firm established in 2011 and headquartered in Abu Dhabi, United Arab Emirates. As the financial investment arm of Mubadala Investment Company, which is owned by the Government of Abu Dhabi, Mubadala Capital focuses on managing investments across various asset classes, including private equity, public equity, credit, and venture capital. The firm targets sectors such as enterprise, cloud, logistics, mobility, tech-enabled healthcare, fintech, insurance technology, consumer markets, and marketplaces. Its investment strategy spans multiple regions, including North America, Europe, the Middle East, and North Africa.
Made 2 investments in Asset Management

Tenity

Tenity is a global innovation ecosystem and early-stage investor based in Zurich, Switzerland, founded in 2015. The firm operates as an accelerator and incubator, concentrating on companies within the technology sectors. With a mission to shape the future of finance and beyond, Tenity supports startups by providing resources, mentorship, and investment to foster innovation and growth in the evolving technological landscape.
Made 20 investments in Asset Management

MAI Capital Management

MAI Capital Management is a fee-based wealth management firm located in Cleveland, Ohio, specializing in comprehensive financial planning and investment advisory services. The firm provides a range of offerings, including financial and retirement planning, investment management, insurance and risk assessment, as well as trust, estate planning, and tax solutions. MAI Capital Management focuses on delivering objective recommendations tailored to help clients achieve their financial goals and build wealth effectively.
Made 6 investments in Asset Management

Citi

Citigroup is a global financial services holding company that offers a wide range of financial products and services through two primary segments: Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment provides traditional banking services to retail customers, including retail and commercial banking, as well as Citi-branded cards and retail services. The ICG segment caters to corporate, institutional, public sector, and high-net-worth clients, offering services such as corporate lending, investment banking, advisory services, and various wholesale banking products. With a commitment to sustainability and social responsibility, Citigroup invests in initiatives that foster economic progress. The company has a global presence, with offices in major financial centers worldwide, enabling it to support clients through innovative solutions and expertise.
Made 16 investments in Asset Management

KeyBank

KeyBank, headquartered in Cleveland, Ohio, is a significant player in the banking and financial services sector, with assets totaling approximately $92.9 billion. As a bank holding company, it primarily operates through its subsidiary, KeyBank National Association, offering a wide array of services that encompass retail and commercial banking, investment management, consumer finance, and investment banking. The bank serves individual, corporate, and institutional clients across the United States and, in certain cases, internationally. KeyBank's operations are organized into two main segments: Key Community Bank and Key Corporate Bank. Its services include commercial lending, treasury management, derivatives, foreign exchange, and equity and debt underwriting, among others. KeyBank maintains a robust presence with a network of branches, ATMs, and digital platforms, ensuring accessibility and convenience for its customers.
Made 4 investments in Asset Management

FJ Labs

FJ Labs is a venture capital firm based in New York, founded in 2015 by Fabrice Grinda. The firm is stage-agnostic, primarily focusing on marketplaces and consumer-facing startups across various sectors, including B2B, B2C, financial services, mobile technology, advertisement technology, e-commerce, food technology, gaming, health technology, real estate technology, restaurant technology, ridesharing, software as a service, and virtual reality. FJ Labs typically invests in seed and Series A rounds, with investment amounts ranging from $50,000 to $5,000,000.
Made 12 investments in Asset Management

The Carlyle Group

The Carlyle Group is a global alternative asset manager founded in 1987, specializing in private equity, real assets, and investment solutions. The firm invests in both early and later-stage companies across various sectors, focusing on leveraged buyouts, venture and growth capital, real estate, and leveraged finance investments. Carlyle aims to achieve attractive risk-adjusted returns by investing significant capital into businesses and management teams, emphasizing long-term value creation strategies to enhance the potential of its portfolio companies. Through its diverse investment approach, Carlyle seeks to deliver substantial capital appreciation and maintain a strong presence in the global financial markets.
Made 20 investments in Asset Management

Foresight Group

Foresight Group is a private equity investment manager based in London, United Kingdom, with a history spanning over 35 years. The company manages more than £7.2 billion in assets across various funds for a diverse clientele that includes large institutional investors, family offices, private and high-net-worth individuals, as well as retail investors. Foresight focuses on growth-stage companies in sectors such as business products, consumer services, healthcare, information technology, and clean technology, primarily in the United States, Australia, and the United Kingdom. The firm's investment strategies emphasize a strong commitment to environmental, social, and governance (ESG) principles, reflecting the evolving expectations of today’s investors and aiming to create a sustainable legacy for future generations.
Made 2 investments in Asset Management

Lovell Minnick Partners

Lovell Minnick Partners is a private equity firm established in 1999 and headquartered in Philadelphia, Pennsylvania. The firm specializes in investments within the global financial services sector, focusing on areas such as asset management, financial planning, securities brokerage, investment banking, and commercial banking. Additionally, Lovell Minnick Partners has an interest in business services and financial technology. The firm primarily targets investment opportunities in the Americas and Europe and is registered as an investment adviser. By concentrating on various aspects of the financial services industry, Lovell Minnick Partners aims to enhance the growth and operational efficiency of the companies in which it invests.
Made 19 investments in Asset Management

Abu Dhabi Investment Authority

Abu Dhabi Investment Authority (ADIA) is a sovereign wealth fund based in Abu Dhabi, United Arab Emirates, established in 1976 by the Government of the Emirate of Abu Dhabi. As an independent investment agency, ADIA invests funds on behalf of the government, primarily sourced from oil revenues, particularly those generated by the Abu Dhabi National Oil Company. The organization does not take an operational role in the companies it invests in but engages through its representative, Eiosoft Capital Group LLC, for public-private partnerships. ADIA manages a diversified global investment portfolio across various asset classes, including equities, fixed income, real estate, and private equity, among others, allowing it to pursue a wide-ranging investment strategy without direct government oversight.
Made 4 investments in Asset Management

Franklin Templeton

Franklin Templeton Investments is a global investment management organization headquartered in San Mateo, California, originally established in 1947. The firm operates in 35 countries and serves clients in over 150 nations, providing a range of investment and advisory services to individual investors, corporations, and financial institutions. Known for its extensive experience and investment expertise, Franklin Templeton specializes in conservatively managed mutual funds, offering products under several brand names, including Franklin, Templeton, Mutual Series, and Fiduciary. The company is recognized for its strong focus on bond funds, international investments, and value-oriented offerings. With a commitment to delivering exceptional risk-adjusted returns and personalized service, Franklin Templeton has built a reputation as a reliable partner in the investment landscape.
Made 13 investments in Asset Management

Lightspeed Venture Partners

Lightspeed Venture Partners is a global venture capital firm established in 1998 that focuses on investing in early-stage companies across a diverse range of sectors. The firm targets technology-led businesses as well as non-technology opportunities in areas such as advertising and media, healthcare, education, financial services, and retail. It engages in various investment stages, including seed, early-stage, later-stage, and expansion-stage financing. Lightspeed specializes in debt financing for start-ups and growth companies while also exploring opportunities in consumer, enterprise, cleantech, and other markets. The firm is known for its strategic investments in innovative sectors, including big data, bitcoin, mobile technology, and software solutions.
Made 14 investments in Asset Management

EP Wealth Advisors

EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm.
Made 4 investments in Asset Management

Fortress Investment Group

Fortress Investment Group LLC is a diversified global investment management firm based in New York, founded in 1998. The company specializes in a variety of investment strategies, including private equity, credit, liquid markets, and traditional asset management. It serves over 1,500 institutional investors and private clients worldwide, applying its extensive experience and specialized expertise to identify opportunities across multiple sectors, such as commercial products, food and beverages, information technology, financial services, transportation, energy, infrastructure, and healthcare. Fortress Investment Group is also a Registered Investment Adviser, ensuring compliance with regulatory standards in its investment practices.
Made 4 investments in Asset Management

SMBC Venture Capital

SMBC Venture Capital is the corporate venture capital arm of Sumitomo Mitsui Banking Corporation, established in 2005 and headquartered in Tokyo, Japan. The firm focuses on investing in companies across various sectors, including information technology, life sciences, services, and manufacturing. SMBC Venture Capital leverages its parent company's extensive financial services experience to identify and support innovative startups and growth-stage companies, aiming to foster advancements in these key industries. By providing not only capital but also strategic guidance and resources, SMBC Venture Capital seeks to drive growth and create long-term value for its portfolio companies.
Made 11 investments in Asset Management

PineBridge Investments

PineBridge Investments LLC is a privately-owned global asset manager based in New York City, established in 1996. The firm focuses on providing investment management services across various asset classes, including equities, fixed income, multi-asset, and alternative investments. PineBridge has a strong presence in both emerging and developed markets, offering tailored solutions to a diverse clientele that includes individuals, corporations, pension plans, and charitable organizations. Its investment strategies encompass a wide range of products, such as private equity, hedge funds, and diversified fixed-income portfolios. The firm employs a combination of in-house and external research, utilizing fundamental, technical, and cyclical analysis to inform its investment decisions. With a globally integrated investment platform, PineBridge enhances performance by leveraging local insights and expertise, enabling the development of customized strategies that address clients' needs for diversification and risk management.

Macquarie Bank

Macquarie Bank Limited is a subsidiary of Macquarie Group, headquartered in Sydney, Australia, and was founded in 1969. The bank provides a comprehensive range of commercial banking and retail financial services. Its offerings include personal banking, wealth management, business banking, vehicle finance, corporate and structured finance, home loans, and asset financing. Macquarie Bank also engages in trading activities across fixed income, equities, foreign exchange, and commodities, along with providing broking services. The company serves a diverse clientele, including retail clients, advisers, brokers, and corporate entities, operating across various regions such as Australia, the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Macquarie Bank emphasizes robust risk management and prudential practices, supporting its long-term growth and operational stability.
Made 3 investments in Asset Management

CIBC

CIBC, or the Canadian Imperial Bank of Commerce, is a prominent commercial banking firm headquartered in Toronto, Canada. Established in 1905, the bank offers a wide range of financial solutions tailored for both individuals and businesses. Its services encompass bank accounts, credit cards, mortgages, lending, investments, and insurance. CIBC also operates through its investment banking subsidiary, CIBC World Markets, which provides comprehensive financial services including mergers and acquisitions, capital market products, and advisory services. Additionally, CIBC Capital Markets focuses on corporate and investment banking, offering sustainable finance and a variety of banking solutions. Through its various divisions, CIBC serves diverse sectors such as consumer goods, telecommunications, real estate, and technology, positioning itself as a versatile player in the financial services industry.
Made 9 investments in Asset Management

Affiliated Managers Group

Affiliated Managers Group, Inc. is a global asset management company based in Prides Crossing, Massachusetts, that specializes in investing in and partnering with boutique investment management firms. Founded in 1993, the company provides a range of investment management services tailored to mutual funds, institutional clients, and high-net-worth individuals. Affiliated Managers Group offers advisory and subadvisory services, distributing its investment products through various channels, including independent investment advisors and broker-dealers. The firm manages a diverse portfolio, including equity across different capitalizations and geographies, as well as quantitative, alternative, and fixed income products. By investing in partner-owned firms, Affiliated Managers Group enhances their operational capabilities while maintaining their autonomy, ultimately aligning interests and fostering growth for both partners and clients.
Made 2 investments in Asset Management

TA X

TA Associates Management is a private equity investment firm established in 1968 and headquartered in Boston, Massachusetts. The firm specializes in growth equity investments across five targeted sectors: technology, healthcare, financial services, consumer products and services, and business services. TA Associates focuses on investing in profitable and growing companies that exhibit potential for sustained expansion. Its investment activities are primarily concentrated in North America and Europe, with a strategy aimed at identifying opportunities within established markets. As a Registered Investment Adviser, TA Associates is committed to fostering the growth of its portfolio companies while maintaining a disciplined investment approach.
Made 24 investments in Asset Management

UBS

UBS is a global financial services firm headquartered in Zurich, Switzerland, with a history spanning over 150 years. The company operates in various sectors, including wealth management, investment banking, and asset management, serving a diverse clientele that includes individuals, families, institutions, and corporations worldwide. UBS Wealth Management specializes in offering tailored asset management solutions, particularly for high net worth and ultra-high net worth individuals, focusing on building strong relationships through experienced Financial Advisors. The Investment Bank division provides a range of services, such as financial advisory on mergers and acquisitions, capital market financing, and access to global capital markets. Additionally, UBS Asset Management combines independent research and risk management to enhance investment performance for its clients. With offices in over 50 countries, UBS aims to deliver comprehensive financial solutions that address the unique needs of its clients.
Made 14 investments in Asset Management

Bessemer Venture Partners X

Bessemer Venture Partners is a prominent venture capital firm that assists entrepreneurs in establishing robust foundations for their companies. With a portfolio that includes notable names such as Pinterest, Shopify, Twilio, and LinkedIn, Bessemer focuses on investing across various sectors, including healthcare, information technology, cybersecurity, and software as a service (SaaS). The firm has a global presence, with investments in the United States, Israel, and India, and manages a substantial asset base of approximately $19 billion. Bessemer's investment approach spans from seed stage to growth, enabling them to support startups and established companies alike as they evolve and scale. The firm is recognized for its long-term commitment to its portfolio companies, having played a crucial role in the successful IPOs of numerous high-profile businesses.
Made 11 investments in Asset Management

British International Investment

British International Investment is a development finance institution and impact investor based in London, United Kingdom. Established in 1948 and wholly owned by the UK Government's Department for International Development, BII aims to foster long-term economic growth and sustainability in emerging markets, particularly in Africa and South Asia. The institution invests across various sectors, including infrastructure, health, and agribusiness, with a focus on job creation and business development. BII provides financial support through debt, equity capital, and mezzanine financing, both directly and via intermediaries, catering to a wide range of industries such as distribution, education, consulting, logistics, and electronics.
Made 12 investments in Asset Management

Mitsubishi UFJ Financial Group

Mitsubishi UFJ Financial Group, is a Japanese bank holding / financial services company headquartered in Chiyoda, Tokyo, Japan. MUFG manages the affairs of its subsidiaries within the group and the business of the group as a whole along with all relevant ancillary business. The MUFG Group turned its eye toward the expected operating environment changes over the next decade, and launched the new medium-term business plan, which outlines the strategies that will be implemented over the first three years of this period. The new plan is designed to guide us as they strive to realize their corporate vision—“Be the world's most trusted financial group.” By accelerating initiatives that span across business entities, regions, and business groups, they will work to live up to the expectations of their customers, shareholders, employees, and other stakeholders. The MUFG Group aims to achieve stable and sustainable income growth through seeking diversified revenue bases especially in customer segment both domestically and abroad, and capital efficiency by improving productivity. In addition, they will enhance shareholder value by conducting capital management flexibly taking the balance of (1) enhancement of further shareholder returns, (2) maintenance of a solid capital base and (3) strategic investments for sustainable growth, into consideration.
Made 3 investments in Asset Management

Barings

Barings LLC is a privately owned investment management firm based in Charlotte, North Carolina, founded in 1940. It serves a diverse clientele that includes high-net-worth individuals, institutions, corporations, and various pooled investment vehicles. The firm specializes in managing separate equity and fixed-income portfolios, as well as balanced portfolios and hedge funds. Barings invests globally across public equity and fixed-income markets, with a focus on both value and growth stocks, particularly in the small-cap and micro-cap sectors. Its fixed-income investments encompass a wide array of securities, including investment-grade and below investment-grade bonds, mortgage-backed and asset-backed securities, and corporate debt. As a Registered Investment Adviser, Barings employs in-house research to inform its investment decisions and operates as a subsidiary of Massachusetts Mutual Life Insurance.
Made 2 investments in Asset Management

British Business Investments

British Business Investments is a commercial subsidiary of the British Business Bank plc, established in 2014 and based in Sheffield, United Kingdom. The firm specializes in providing loans and investments ranging from £5 million to £200 million to finance providers that support smaller businesses. It operates on a fully commercial basis, focusing on earning a commercial return without government advantages. British Business Investments engages in a variety of financial activities, including investments in small-cap debt, equity, and venture capital funds. The firm collaborates with private sector investors and aims to enhance the smaller business finance markets by facilitating access to diverse finance providers, such as banks and leasing companies. Additionally, it invests alongside Angel Networks and Fund-of-Funds, contributing to programs like Regional Angels and Managed Funds to further support the growth of smaller enterprises.
Made 8 investments in Asset Management

CVC Capital Partners

CVC Capital Partners is an investment advisory firm that manages private equity, asset, credit, and infrastructure.
Made 7 investments in Asset Management

Kohlberg Kravis Roberts

Kohlberg Kravis Roberts is a prominent global investment firm that specializes in managing a diverse range of alternative asset classes, including private equity, energy, infrastructure, real estate, and credit, as well as hedge funds through strategic partnerships. Founded in 1976, the firm focuses on generating attractive investment returns by employing a disciplined and patient investment approach. KKR is committed to driving growth and value creation in its portfolio companies while aligning its interests with those of its investment partners. The firm also provides comprehensive human resources services to enhance operational effectiveness. With a presence in multiple countries, including India and Japan, KKR continues to leverage its extensive expertise and industry knowledge to deliver value across its investment strategies.
Made 19 investments in Asset Management

Blackstone Group

Blackstone Group is a prominent investment firm based in New York, with additional offices in London and Hong Kong. Founded in 1990, it specializes in a diverse range of asset classes, including private equity, real estate, public debt, equity, non-investment grade credit, and real assets. Blackstone serves a variety of institutional investors, such as pension plans, insurance companies, foundations, and endowments. The firm employs a strategic approach to investment, utilizing both qualitative and quantitative analyses to guide its decision-making processes. Blackstone is well-known for its ability to manage funds that invest in hedge fund managers through multi-manager programs, further diversifying its investment portfolio.
Made 17 investments in Asset Management

SICTIC

SICTIC is a non-profit association, which has a strong investor community and organizes the deal flow and matchmaking of startups and investors online and at pitching events. They have offices in Zürich, Lausanne and Ticino. Since 2018, SICTIC has become the largest and most active business angel network in Switzerland and was awarded “Best Performing EBAN Member 2018” from over 150 member organizations in more than 50 countries.
Made 7 investments in Asset Management

NewAlpha Asset Management

NewAlpha Asset Management is an asset management firm based in Paris, France, specializing in venture capital and private equity investments. Founded in 2004, the firm focuses on early-stage investments, particularly in the financial technology sector, and has established itself as a significant player in the European fintech ecosystem. It offers tailored investment solutions and services for institutional clients, including pension funds, insurance companies, and banks. NewAlpha primarily invests in startups and emerging companies during the seed and Series A stages, typically targeting investments of €2 million to €4 million. The firm has a preference for companies with valuations between €15 million and €80 million, and it aims to hold its investments for up to 10 years. With a strong emphasis on growth equity and an ambitious ESG approach, NewAlpha has built a diverse portfolio and has partnered with leading venture capital funds to enhance its investment strategy.
Made 8 investments in Asset Management

Westwood Holdings Group

Westwood Holdings Group is a global investment management firm based in Dallas, Texas, with additional operations in Toronto, Canada. The firm serves a diverse clientele that includes institutional investors, private wealth clients, and financial intermediaries. Westwood's business is structured into two main segments: Advisory and Trust. The Advisory segment focuses on providing investment advisory services to various entities, including corporate and public retirement plans, endowments, foundations, and high-net-worth individuals, as well as offering sub-advisory services to mutual funds. The Trust segment delivers trust and custodial services. Westwood is known for its disciplined investment approach, managing a range of equity strategies that encompass U.S., Global, and Emerging Markets, while prioritizing client service and competitive investment returns.
Made 1 investment in Asset Management

Tiger Global Management

Tiger Global Management is an investment firm based in New York, founded in 2001. It specializes in both public and private equity, focusing on companies that harness technological innovation. The firm employs a long-term investment strategy, targeting high-quality growth opportunities across a diverse range of industries. In its public equity operations, Tiger Global utilizes both long/short and growth strategies, while its private equity segment invests in companies at various stages, from early to late stage. As a Registered Investment Adviser, Tiger Global Management aims to partner with its portfolio companies throughout their lifecycle to maximize growth and value.
Made 9 investments in Asset Management

Almanac Realty Investors

Almanac Realty Investors is an asset management firm based in New York, established in 1981. The firm specializes in making growth capital investments in both private and public companies that own and operate real estate primarily in North America. As a Registered Investment Adviser, Almanac has committed over $5 billion to 42 companies through its managed funds. The firm's investment strategy encompasses a diverse range of asset classes, including public and private equity, real estate, hedge funds, and real assets, positioning it as a significant player in the real estate investment landscape.
Made 8 investments in Asset Management

European Investment Bank

The European Investment Bank (EIB), established in 1958 and headquartered in Luxembourg, serves as the lending arm of the European Union, primarily focusing on supporting European integration and social cohesion. It offers a range of financial services, including project loans for both public and private sectors, loans to banks and intermediaries, and structured finance products. EIB also provides guarantees, securitization instruments, and equity investments, particularly in infrastructure and environmental projects. The bank plays a crucial role in financing microfinance and risk-sharing initiatives for research and innovation, alongside offering technical expertise for sustainable energy projects. Its advisory services encompass urban development and infrastructure, and it actively supports public-private partnerships and small to medium-sized enterprises across various sectors, including transportation, energy, health, education, and agriculture.
Made 4 investments in Asset Management

Stifel Financial

Stifel Financial is a full-service financial services firm based in Saint Louis, Missouri, established in 1890. The company provides a wide range of services, including brokerage, trading, investment banking, and investment advisory, catering to individual investors, professional money managers, businesses, and municipalities. Stifel specializes in comprehensive financial management, offering solutions that encompass wealth, estate, retirement, and higher education planning, as well as insurance strategies. The firm aims to assist clients in developing cohesive financial strategies tailored to their unique needs, addressing both short- and long-term objectives. Additionally, Stifel Bank complements these services by offering banking and lending solutions for individuals and businesses. With a focus on various sectors, including healthcare, education, defense, and commercial products, Stifel Financial strives to be a leading financial partner for its diverse clientele.
Made 3 investments in Asset Management

Amundi

Amundi is a global asset manager based in Paris, France, established in 2010. The company specializes in providing a comprehensive range of savings and investment solutions, catering to retail, institutional, and corporate clients. It offers both active and passive management options, focusing on traditional and real assets. With a client base of 100 million across 37 countries, Amundi is committed to delivering tailored investment solutions to meet the diverse needs of its customers.
Made 4 investments in Asset Management

Morgan Stanley Investment Management

Morgan Stanley Investment Management Limited, established in 1986 and based in London, operates as a subsidiary of Morgan Stanley Investment Management Inc. The firm serves a diverse clientele, including governments, corporations, institutions, pension funds, charities, foundations, asset managers, and individual investors. It specializes in managing equity, fixed income, and balanced mutual funds, with investments spanning public equity and fixed income markets worldwide. As a privately owned investment manager, Morgan Stanley Investment Management is dedicated to delivering active management of capital, leveraging the expertise of its experienced professionals to seek superior performance across both public and private markets. The firm is committed to providing tailored investment solutions, focusing on single-sector, multi-asset, and customized strategies to meet the specific needs of its clients.
Made 12 investments in Asset Management

Nyca Partners

Nyca Partners LLC is a venture capital and advisory firm founded in 2014 and headquartered in New York, United States. The firm specializes in the financial technology sector, focusing on startups and early-stage companies that offer innovative solutions in areas such as merchant payments, alternative credit networks, digital advice, and enhancements to financial services infrastructure. Nyca Partners connects these companies with financial institutions, technology firms, and expert advisors to foster growth and innovation. The firm typically invests between $10 million and $15 million in its portfolio companies, targeting a range of stages from seed to later-stage investments. As a Registered Investment Adviser, Nyca Partners is committed to supporting the fintech ecosystem.
Made 6 investments in Asset Management

Groupe Bruxelles Lambert

Groupe Bruxelles Lambert is an investment holding company based in Brussels, Belgium, founded in 1902. It operates a diversified portfolio of industrial and services companies across various sectors, primarily through four key segments: Holding, Imerys, Webhelp, and Sienna Capital. GBL focuses on long-term value creation and actively engages as a professional shareholder in its investments. The company aims to balance attractive shareholder yields with growth in adjusted net assets by strategically investing and divesting based on market opportunities and the development of its portfolio companies. GBL generates a significant portion of its revenue from Europe, while also maintaining a presence in North America and other global markets. It operates as a subsidiary of Pargesa Netherlands B.V.
Made 1 investment in Asset Management