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Carol Jean Wildermuth
Directeur/Membre du Conseil chez Wildermuth Endowment Fund
Provenance du réseau au premier degré de Carol Jean Wildermuth
Entité | Type d'entité | Industrie | |
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Wildermuth Endowment Fund
![]() Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Kalos Management, Inc.
![]() Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations.
2
| Private Company | Investment Managers | 2 |
Wildermuth Securities LLC
1
| Private Company | 1 | |
Kingdom Investments LLC
1
| Private Company | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Carol Jean Wildermuth via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Bausch & Lomb, Inc.
![]() Bausch & Lomb, Inc. Medical SpecialtiesHealth Technology Bausch & Lomb, Inc. develops, manufactures, and markets eye health products. It offers over-the-counter supplements, eye care products, ophthalmic pharmaceuticals, contact lenses, lens care, ophthalmic surgical devices, and instruments. The company was founded by John Jacob Bausch and Henry Lomb in 1853 and is headquartered in Rochester, NY. | Medical Specialties | Director/Board Member | |
CONAGRA BRANDS, INC. | Food: Major Diversified | President | |
Farmland Industries, Inc.
![]() Farmland Industries, Inc. Food: Meat/Fish/DairyConsumer Non-Durables Farmland Industries, Inc. owns and operates as a diversified agricultural cooperative with interests in food, fertilizer, petroleum, grain and animal feed businesses. The company was founded in 1929 and is headquartered in Kansas City, MO. | Food: Meat/Fish/Dairy | President | |
TOROTEL, INC. | Electronic Components | Director/Board Member | |
Kalos Capital, Inc.
![]() Kalos Capital, Inc. Investment Banks/BrokersFinance Kalos Capital, Inc. provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Daniel Lloyd Wildermuth. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal | |
COLUMBIA PROPERTY TRUST, INC. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Wells Investment Securities, Inc.
![]() Wells Investment Securities, Inc. Investment Banks/BrokersFinance Wells Investment Securities, Inc. offers security brokerage services. The private company is based in Norcross, GA and has subsidiaries in the United States. | Investment Banks/Brokers | Director/Board Member | |
Clear Guide Medical, Inc.
![]() Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Clear Guide Medical, Inc. develops navigation technology for image fusion and augmented reality. The firm's products include CLEAR GUIDE ONE, CLEAR GUIDE SCENERGY, VisiMARKER Patient Markers and SteriMASK Sterile Covers. It offers ongoing investment opportunities to support build-out of international sales. The company was founded by Dorothee Heisenberg, Philipp J. Stolka, Emad M. Boctor and Gregory D. Hager in 2010 and is headquartered in Baltimore, MD. | Medical Specialties | Director/Board Member Director/Board Member | |
Infinity Core Alternative Fund
![]() Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
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 | Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree | |
Lend Lease Real Estate Investments, Inc. | Investment Managers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
Arizona State University | College/University | Undergraduate Degree | |
Oglethorpe University | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Masters Business Admin | |
McMaster University | College/University | Undergraduate Degree | |
Wells Real Estate Funds, Inc.
![]() Wells Real Estate Funds, Inc. Investment ManagersFinance Wells Real Estate Funds, Inc. provides real estate investment management services. Its services include acquisitions, asset management, property management, leasing, construction management, and dispositions. The company was founded in 1984 by Leo F. Wells III and is headquartered in Norcross, GA. | Investment Managers | Human Resources Officer Corporate Officer/Principal | |
Kids2, Inc.
![]() Kids2, Inc. Recreational ProductsConsumer Durables Kids2, Inc. designs and markets nursery items and developmental toys for children. Its products include bouncers and rockers, play mats and gyms, swings, bath and potty, blankets and swaddles, nursing and positioning, and travel toys. The company was founded in 1969 and is headquartered in Atlanta, GA. | Recreational Products | Human Resources Officer | |
Wells Management Co., Inc. | Director/Board Member | ||
Institutional Real Estate, Inc.
![]() Institutional Real Estate, Inc. Publishing: Books/MagazinesConsumer Services Institutional Real Estate, Inc. provides research and advice to the investment-management, brokerage, development and technology communities. The firm publishes a portfolio of news magazines, special reports and directories for the benefit of global institutional real estate investment community. It provides real estate investment fiduciaries with information and insights on the people, issues, ideas and events driving the global real estate investment marketplace. The company was founded by Geoffrey Dohrmann in 1987 and is headquartered in San Ramon, CA. | Publishing: Books/Magazines | Director/Board Member | |
Air Force Reserve | Sovereign | Corporate Officer/Principal | |
Vistage International, Inc.
![]() Vistage International, Inc. Personnel ServicesCommercial Services Vistage International, Inc. engages in the provision of human resources consulting services. It offers executive leadership programs and business coaching to chief executives and business leaders. It also provides chief executive leadership, small business training, key executive coaching, trusted advisor executive, and inside leadership development programs. The company was founded in 1957 and is headquartered in San Diego, CA. | Personnel Services | Chairman | |
Vigilant Compliance LLC | Compliance Officer Director/Board Member | ||
Northern Lights Fund Trust II | Investment Trusts/Mutual Funds | Director/Board Member | |
Hansch Financial Group LLC
![]() Hansch Financial Group LLC Investment ManagersFinance Hansch Financial Group LLC is a financial services firm that operates on a fee and commission basis. The private company is based in Dana Point, CA. The company is led by brothers David K. Hansch, CFP® and W. John Hansch, MBA. | Investment Managers | Corporate Officer/Principal | |
B. Riley Capital Management LLC
![]() B. Riley Capital Management LLC Investment ManagersFinance B. Riley Capital Management LLC (BRCM) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2012 and is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY). BRCM provides investment advisory services to pooled investment vehicles operating as private investment funds which are offered to institutional and high net-worth investors. | Investment Managers | Compliance Officer | |
The Relative Value Fund
![]() The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
Wildermuth Asset Management LLC
![]() Wildermuth Asset Management LLC Investment ManagersFinance Wildermuth Asset Management LLC provides asset management services. The private company is based in Alpharetta, GA. Daniel Lloyd Wildermuth has been the CEO of the company since 2016. | Investment Managers | Chief Executive Officer | |
Waratek, Inc.
![]() Waratek, Inc. Packaged SoftwareTechnology Services Waratek, Inc. designs and develops redundant array independent servers technology. It offers application protection, legacy platforms, virtual patching and zero day defense solutions. The company is headquartered in Woodstock, GA. | Packaged Software | Director/Board Member | |
DSI Digital LLC
![]() DSI Digital LLC Packaged SoftwareTechnology Services DSI Digital LLC provides engineering and modeling software services. The firm's product ViZZ is a disruptive VI (Visual Intelligence) software that pairs 3D and AI to enable users to digitally mirror projects and environments from a multitude of sources and programs. Its services include commercial construction, property management, and franchisors. The company was founded by Mitch Hughes in 1989 and is headquartered in Peachtree Corners, GA. | Packaged Software | Director/Board Member | |
Variant Alternative Income Fund
![]() Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
Cliffwater Corporate Lending Fund
![]() Cliffwater Corporate Lending Fund Investment Trusts/Mutual FundsMiscellaneous Cliffwater Corporate Lending Fund is a closed-end management investment company that seeks to provide investors interest income from a portfolio of loans to U.S. middle market companies. It provides all investors access to a private debt portfolio with diversification, pricing, and quality of institutional caliber in corporate lending. The company was founded on March 21, 2018 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
Clearsense LLC
![]() Clearsense LLC Packaged SoftwareTechnology Services Clearsense LLC provides data to health care professionals to provide the patient with quick easy health car. The company was founded by Gene Scheurer, Charles Boicey and Jason Mabry in 2013 and is headquartered in Jacksonville, FL. | Packaged Software | Director/Board Member | |
Hamilton Lane Private Assets Fund
![]() Hamilton Lane Private Assets Fund Investment ManagersFinance Hamilton Lane Private Assets Fund seeks invest in companies located in the US. The fund makes primary and secondary limited partnership investments in private equity in secondaries, direct investments and co-investments across the globe. The company was founded on February 7, 2020 and is headquartered in Conshohocken, Pennsylvania. | Investment Managers | Compliance Officer | |
Kalos Financial, Inc.
![]() Kalos Financial, Inc. Investment ManagersFinance Kalos Financial, Inc. provides independent financial brokerage services. | Investment Managers | Corporate Officer/Principal | |
GigaPro, Inc.
![]() GigaPro, Inc. Information Technology ServicesTechnology Services GigaPro, Inc. engages in the provision of technological services. The company is headquartered in Sunnyvale, CA. | Information Technology Services | Director/Board Member | |
Variant Impact Fund
![]() Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US. | Investment Trusts/Mutual Funds | Compliance Officer | |
First Trust Real Assets Fund
![]() First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
VirTeca LLC | Director/Board Member | ||
First Trust Private Assets Fund
![]() First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
First Trust Private Credit Fund
![]() First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer | |
Aperio Advisory Services LLC | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 48 |
Canada | 3 |
Australie | 2 |
Sectorielle
Finance | 17 |
Miscellaneous | 11 |
Consumer Services | 8 |
Technology Services | 5 |
Health Technology | 3 |
Opérationnelle
Director/Board Member | 19 |
Corporate Officer/Principal | 17 |
Compliance Officer | 14 |
President | 7 |
Chief Executive Officer | 7 |
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