Daniel Xu
Analyst-Equity chez Grandeur Peak Global Advisors LLC
Provenance du réseau au premier degré de Daniel Xu
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Brigham Young University
61
| College/University | Other Consumer Services | 61 |
Grandeur Peak Global Advisors LLC
 Grandeur Peak Global Advisors LLC Investment ManagersFinance Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.
27
| Private Company | Investment Managers | 27 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Daniel Xu via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| CYPRESS SEMICONDUCTOR CORPORATION | Semiconductors | Chairman | |
Merced Capital LP
 Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Investment Managers | Analyst-Equity | |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Director/Board Member Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Quantum Capital Group LLC
 Quantum Capital Group LLC Investment ManagersFinance Quantum Capital Group LLC (Quantum Capital Group) is a private equity firm founded in 1998 by Wil VanLoh, Toby R. Neugebauer and A. V. Jones. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Analyst | |
TTCP Management Services LLC
 TTCP Management Services LLC Investment ManagersFinance TTCP Management Services LLC (TT Capital Partners) is a private equity firm founded in 2011 by Dave A. Henderson and Kevin R. Green. The firm is headquartered in Bloomington, Minnesota. | Investment Managers | Private Equity Investor | |
Coinzoom Securities LLC
 Coinzoom Securities LLC Internet Software/ServicesTechnology Services Coinzoom Securities LLC operates as an investment bank for startups. The firm offers an equity-based crowd funding, focusing on seed investments in early stage technology companies. The company was founded by Todd Crosland and Clifton Crosland and is headquartered in Salt Lake City, UT. | Internet Software/Services | Founder | |
Pelion Venture Partners
 Pelion Venture Partners Investment ManagersFinance Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Equity | |
Portfolio Advisors LLC
 Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Private Equity Analyst | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
IndustryPro
 IndustryPro Investment ManagersFinance IndustryPro provides investment advisory services. | Investment Managers | Private Equity Analyst | |
Accel-KKR LLC
 Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Analyst | |
Sorenson Capital
 Sorenson Capital Investment ManagersFinance Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Analyst | |
| The Johns Hopkins University | College/University | Graduate Degree | |
| Westminster College (Pennsylvania) | College/University | Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
OpenView Investments LLC
 OpenView Investments LLC Investment ManagersFinance OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA. | Investment Managers | Private Equity Investor | |
Trilogy Equity Partners LLC
 Trilogy Equity Partners LLC Investment ManagersFinance Trilogy Equity Partners LLC (Trilogy Equity Partners) is a venture capital firm founded in 2005 by John Stanton. The firm is headquartered in Bellevue, Washington. | Investment Managers | Private Equity Analyst | |
Adidas America, Inc.
 Adidas America, Inc. Apparel/FootwearConsumer Non-Durables Part of adidas AG, adidas America, Inc. is a company that manufactures and sells sport shoes, apparel and accessories. The company is based in Portland, OR. | Apparel/Footwear | Corporate Officer/Principal | |
HGGC LLC
 HGGC LLC Investment ManagersFinance HGGC LLC (HGGC) is a private equity firm founded in 2007 by Robert Gay, Greg Benson, Rich Lawson and Steve Young. The firm is headquartered in Palo Alto, California and was formerly known as Huntsman Gay Global Capital LLC. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Houlihan Lokey Capital, Inc.
 Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
WR Securities LLC
 WR Securities LLC Investment Banks/BrokersFinance Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA. | Investment Banks/Brokers | Analyst-Equity | |
Cougar Capital LLC
 Cougar Capital LLC Investment ManagersFinance Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah. | Investment Managers | Director of Finance/CFO Private Equity Investor Director/Board Member Private Equity Investor Private Equity Investor Private Equity Investor Private Equity Investor Private Equity Investor Private Equity Investor Private Equity Investor Private Equity Investor | |
Permanent Equity Management
 Permanent Equity Management Investment ManagersFinance Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri. | Investment Managers | Private Equity Investor | |
Global Financial Advisors, Inc.
 Global Financial Advisors, Inc. Investment ManagersFinance Global Financial Advisors, Inc. is a financial advisory firm that specializes in creating value for business owners and ultra-high-net-worth families. The private company is based in Miramar, FL. The company has a 28-year veteran in the financial industry, Donald Gross. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Lead Edge Capital Management LLC
 Lead Edge Capital Management LLC Investment ManagersFinance Lead Edge Capital Management LLC (Lead Edge Capital) is a private equity and venture capital subsidiary of SV Booth Investments I LLC founded in 2012 by Mitchell Green and Scott Booth. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Kickstart Capital LLC
 Kickstart Capital LLC Investment ManagersFinance Kickstart Capital LLC (Kickstart Capital) is a venture capital firm founded in 2008 by Gavin Christensen. The firm is headquartered in Cottonwood Heights, Utah. | Investment Managers | Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin | |
Baceline Investments LLC
 Baceline Investments LLC Investment ManagersFinance Baceline Investments LLC (Baceline Investments) is a private equity firm founded in 2003 by Douglas Arnold, Craig Zoellner and David Puchi. The firm is headquartered in Denver, Colorado. | Investment Managers | Corporate Officer/Principal | |
Leavitt Equity Partners LLC
 Leavitt Equity Partners LLC Investment ManagersFinance Leavitt Equity Partners LLC (Leavitt Equity Partners) is a health care focused, value-add investor founded in 2014. The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
Coinzoom Ventures, LLC
 Coinzoom Ventures, LLC Investment ManagersFinance COINZOOM VENTURES LLC (Coinzoom Ventures) is a venture capital founded in 2014 by Todd Crosland and Benjamin Crosland. The firm is headquartered in Salt Lake, Utah. | Investment Managers | Founder | |
Evergreen Coast Capital Corp.
 Evergreen Coast Capital Corp. Investment ManagersFinance Evergreen Coast Capital Corp (Evergreen Coast Capital) is a private equity subsidiary of Elliott Management Corp founded in 2016. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
Campus Founders Fund LLC
 Campus Founders Fund LLC Investment ManagersFinance Campus Founders Fund LLC (Campus Founders Fund) is a venture capital firm founded in 2014 by Dalton Wright and Mark Khoury. The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor | |
LumaTax, Inc.
 LumaTax, Inc. Packaged SoftwareTechnology Services Lumatax, Inc. focuses on providing small businesses with touch-of-a-button simple sales tax compliance. The company was founded by Robert Schulte and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
Minds, Inc.
 Minds, Inc. Internet Software/ServicesTechnology Services Minds, Inc. provides social networking services. The company was founded by William Ottman and John B. Ottman in 2011 and is headquartered in Glastonbury, CT. | Internet Software/Services | Director/Board Member | |
Side X Side Management LLC
 Side X Side Management LLC Investment ManagersFinance Side X Side Management LLC (Side X Side Management) is a venture capital firm founded in 2016 by DeWitt Corrigan. The firm is headquartered in Austin, Texas. | Investment Managers | Director of Finance/CFO | |
Educative, Inc.
 Educative, Inc. Miscellaneous Commercial ServicesCommercial Services Educative, Inc. engages in professional, scientific, and technical services. The company was founded by Fahim Ul Haq and Naeem Ul Haq and is headquartered in Seattle, Washington. | Miscellaneous Commercial Services | Director/Board Member | |
AdaptiLab, Inc.
 AdaptiLab, Inc. Packaged SoftwareTechnology Services AdaptiLab, Inc. develops and operates a software platform for machine learning and data sciences talent acquisition. The company was founded by James Wu and Allen Lu and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
| Women In Finance Association, Inc. | President | ||
Sandlot Partners LLC
 Sandlot Partners LLC Investment ManagersFinance Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah. | Investment Managers | Compliance Officer | |
Tidemark Management Co LP
 Tidemark Management Co LP Investment ManagersFinance Tidemark Management Co. LP (Tidemark) is a private equity firm founded in 2021 by Dave Yuan. The firm is headquartered in San Francisco, California. | Investment Managers | Director/Board Member | |
| Marriott School Of Management Brigham Young University | College/University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 44 |
| Royaume-Uni | 2 |
Sectorielle
| Finance | 30 |
| Consumer Services | 8 |
| Technology Services | 5 |
| Electronic Technology | 2 |
| Consumer Non-Durables | 2 |
Opérationnelle
| Undergraduate Degree | 76 |
| Analyst-Equity | 39 |
| Director/Board Member | 35 |
| Corporate Officer/Principal | 25 |
| Private Equity Investor | 25 |
