Adam W Yates
Membre du Comité d'Investissement chez Great Elm Capital Management, Inc.
Provenance du réseau au premier degré de Adam W Yates
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Tufts University
153
| College/University | Other Consumer Services | 153 |
Great Elm Capital Management, Inc.
 Great Elm Capital Management, Inc. Investment ManagersFinance Great Elm Capital Management Inc ( Great Elm Capital Management ) subsidiary of Great Elm Capital Group, Inc (NASDAQ: GEC) founded in 2016. The firm is headquartered in Waltham, Massachusetts.
6
| Subsidiary | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Adam W Yates via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity Private Equity Analyst Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| INTERNATIONAL WIRE GROUP HOLDINGS INC | Electrical Products | Director/Board Member Director/Board Member | |
Nebraska Book Co., Inc.
 Nebraska Book Co., Inc. Specialty StoresRetail Trade Nebraska Book Co., Inc. engages in the development and distribution of textbooks, digital books, and book rental programs. Its services and solutions include PrismRBS, college store design, campus store design, and campus advisory services. The company was founded in 1915 and is headquartered in Lincoln, NE. | Specialty Stores | Director/Board Member Director/Board Member | |
Forest Investments, Inc.
 Forest Investments, Inc. Packaged SoftwareTechnology Services Forest Investments, Inc. is a holding company, which engages in the investment and acquisition of businesses, securities and assets that has significant long-term value creation. It operates through the following segments: Durable Medical Equipment, Investment Management, Real Estate, and General Corporate. The company was founded on December 16, 1994 and is headquartered in Waltham, MA. | Packaged Software | Chief Executive Officer President | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Market Strategist Analyst-Equity | |
G.research LLC
 G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Investment Banks/Brokers | Analyst-Equity | |
Dimension Capital Management LLC
 Dimension Capital Management LLC Investment ManagersFinance Dimension Capital Management LLC (DCM) is a SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Onofre Torres in 1980 and is majority owned by MNA Capital LLC. DCM provides investment advisory services on a discretionary and non-discretionary basis to individuals, trusts, foundations, pension funds and corporate entities. | Investment Managers | Analyst-Equity | |
Eventide Asset Management LLC
 Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors. | Investment Managers | Chief Executive Officer | |
| NEBRASKA BOOK HOLDINGS, INC. | Specialty Stores | Director/Board Member Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Doctorate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Doctorate Degree Graduate Degree Doctorate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Nomura Securities International, Inc.
 Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Watermill Ventures Ltd.
 Watermill Ventures Ltd. Investment ManagersFinance Watermill Ventures is a private equity firm founded by Steven E. Karol in 2004,headquarters in US. | Investment Managers | Private Equity Investor Founder | |
Arcano Asesores Financieros SL
 Arcano Asesores Financieros SL Miscellaneous Commercial ServicesCommercial Services Arcano Asesores Financieros SL provides financial advisory services. It operates through its business division including; investment banking, asset management, and wealth management. The company was founded by Alvaro de Remedios in 2003 and is headquartered in Madrid, Spain. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Boston College | College/University | Graduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
American Museum of Natural History
 American Museum of Natural History Other Consumer ServicesConsumer Services The American Museum of Natural History is a scientific and cultural institution. Its exhibitions and scientific collections, which serve as a field guide to the people and present a panorama of the world's cultures. The company was founded by Albert Smith Bickmore, William E. Dodge, Jr., Theodore Roosevelt, Sr., Joseph Choate and J. Pierpont Morgan on April 6, 1869 and is headquartered in New York, NY. | Other Consumer Services | General Counsel | |
| Instituto de Empresa SL | College/University | Graduate Degree | |
Endeavor Global, Inc.
 Endeavor Global, Inc. Investment ManagersFinance Endeavor Global, Inc. is an Venture Capital firm founded in 1997 by Linda Rottenberg, Casares wenceslao and Peter B.Kellner. The firm is headquartered in New York. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
MAST Capital Management LLC
 MAST Capital Management LLC Investment ManagersFinance MAST Capital Management LLC is an independent hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 2002 by Chris Madison and David Steinberg. They provide investment advisory services to pooled investment vehicles organized as private funds. | Investment Managers | Portfolio Manager-Equities Chief Operating Officer | |
Axiom Asia Private Capital Pte Ltd.
 Axiom Asia Private Capital Pte Ltd. Investment ManagersFinance Axiom Asia Private Capital Pte. Ltd. (Axiom Asia) is a private equity firm founded in April 2006 by Yewhong Goh and Chihtsung Lam. The firm is headquartered in Singapore. | Investment Managers | Private Equity Analyst | |
| AVANTI COMMUNICATIONS GROUP PLC | Specialty Telecommunications | Director/Board Member Director/Board Member | |
The Watermill Group
 The Watermill Group Investment ManagersFinance The Watermill Group (The Watermill Group) is a private equity firm founded in 1978 by Steven E. Karol. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Founder President | |
| DME Holdings LLC | Director/Board Member Director/Board Member | ||
| Fletcher School of Law | College/University | Graduate Degree Graduate Degree | |
| GREAT ELM CAPITAL CORP. | Investment Managers | Chief Executive Officer Compliance Officer Director of Finance/CFO | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| GREAT ELM GROUP, INC. | Investment Managers | Chief Executive Officer President Director of Finance/CFO | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
Great Elm DME, Inc.
 Great Elm DME, Inc. Medical SpecialtiesHealth Technology Great Elm DME, Inc. engages in the manufacture and supply of medical equipment of customers with respiratory needs. The company was founded on May 7, 2019 and is headquartered in Wilmington, DE. | Medical Specialties | Director/Board Member Director/Board Member | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| XINXIANG ERA GROUP COMPANY LIMITED | Restaurants | Director/Board Member | |
The Next Big Thing LLC
 The Next Big Thing LLC Miscellaneous Commercial ServicesCommercial Services The Next Big Thing LLC provides business services. The private company is based in Cary, NC. The company was founded by Jenna Fernandes, J. Skyler Fernandes. Jenna Fernandes has been the CEO since incorporation. | Miscellaneous Commercial Services | Chief Executive Officer | |
Rubique Technologies India Pvt Ltd.
 Rubique Technologies India Pvt Ltd. Finance/Rental/LeasingFinance Rubique Technologies India Pvt Ltd. provides an marketplace for financial products. It offers retail, home, education, car, business, auto, and personal loans, as well as credit cards and loans against property. The firm is a financial e-commerce portal that provides solution to financing needs of individual and small and medium enterprises. The company was founded by Manavjeet Singh on October 22, 2014 and is headquartered in Mumbai, India. | Finance/Rental/Leasing | Director/Board Member | |
Venture University LLC
 Venture University LLC Investment ManagersFinance Venture University LLC (Venture University) is a venture capital subsidiary of VU Investing Platform founded in 2018 by J. Skyler Fernandes and Jenna Fernandes. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
Olayan Financing Co (Private Equity)
 Olayan Financing Co (Private Equity) Investment ManagersFinance Olayan Financing Co (Private Equity) (Olayan Financing Co) is a private equity division of Olayan Financing Co. founded in 1969. The firm is headquartered in Royadh, Saudi Arabia. | Investment Managers | Private Equity Investor |
Statistiques
Internationale
| Etats-Unis | 40 |
| Singapour | 3 |
| Espagne | 2 |
| Royaume-Uni | 2 |
| Îles Cayman | 2 |
Sectorielle
| Finance | 23 |
| Consumer Services | 14 |
| Retail Trade | 3 |
| Commercial Services | 3 |
| Producer Manufacturing | 2 |
Opérationnelle
| Director/Board Member | 142 |
| Corporate Officer/Principal | 105 |
| Undergraduate Degree | 99 |
| Private Equity Investor | 58 |
| Analyst-Equity | 51 |
Relations les plus connectées
| Insiders | |
|---|---|
| Steven Karol | 45 |
| Shaun Rodriguez | 21 |
| Peter Reed | 18 |
| Adam Kleinman | 18 |
| Pranav Tripathi | 16 |
| Ryan D. Teksten | 15 |
| Lindsey Tannenbaum | 12 |
| Tim Rotolo | 11 |
| Jonathan Waldstreicher | 11 |
| Monte R. Haymon | 11 |
| Matthew Engler | 10 |
| Ari David | 10 |
| Celia Torres | 10 |
| Kurt Dalton | 9 |
| Sean Greely | 8 |
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