Justin Richard Apt
Analyst-Equity chez Private Capital Management LLC (Colorado)
Provenance du réseau au premier degré de Justin Richard Apt
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Beekman Capital Management Ltd.
 Beekman Capital Management Ltd. Investment ManagersFinance Founded in 1984 by Ned Hamarat, Beekman Capital Management Ltd. is an investment advisor firm located in Santa Fe, New Mexico with an additional office in New York City. The firm provides investment management services on a fully discretionary basis for individuals, corporations, pension and profit sharing plans, state and municipal government funds and endowments. The firm has a sister relationship with Beekman Northwest Partners. This entity manages funds for high net-worth individuals and their families, small pension and profit sharing plans and trusts using the research and investment management resources of Beekman Capital Management with a resultant uniform investment style.
7
| Extinct | Investment Managers | 7 |
Wm Smith Securities, Inc.
 Wm Smith Securities, Inc. Investment Banks/BrokersFinance Wm Smith Securities, Inc., the brokerage arm of Wm Smith & Co. is a broker/dealer headquartered in Denver. The firm was founded in October of 1993 and offers a full array of investment services. They provide fundamental equity research to a select group of institutional clients from both the traditional and alternative investment arena. The firm primarily focuses on special situations with an emphasis on under-followed and under-valued companies. They are a member of the SIPC.
3
| Extinct | Investment Banks/Brokers | 3 |
Private Capital Management LLC (Colorado)
 Private Capital Management LLC (Colorado) Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2000 and is a wholly-owned subsidiary of Independent Bank, which in turn is wholly-owned by Independent Bank Group, Inc. (NASDAQ: IBTX). PCM provides portfolio management and financial planning advisory services to individuals, businesses, corporate pension and profit-sharing plans, charitable institutions, trusts, estates and foundations.
2
| Subsidiary | Investment Managers | 2 |
Beekman Northwest Partners LLC
 Beekman Northwest Partners LLC Investment ManagersFinance Founded by Nedim Hamarat and Mary Palmer in 1984, Beekman Northwest Partners LLC is the hedge fund arm of Beekman Capital Management Ltd. They manage the Beekman Northwest Partners LP. The firm provides services for high net-worth individuals and their families, small pension and profit sharing plans and trusts. Beekman is located in Santa Fe, New Mexico.
2
| Extinct | Investment Managers | 2 |
Nelson Capital Management, Inc.
 Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX)
1
| Extinct | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Justin Richard Apt via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| AMERICAN EXPRESS COMPANY | Finance/Rental/Leasing | Corporate Officer/Principal | |
Xerox Corp.
 Xerox Corp. Computer PeripheralsElectronic Technology Xerox Corp. engages in the integration of paper and digital products. The firm offers home, office, office laser, multifunction and all in one printer, digital sheet-fed printing presses and scanner. The company was founded in 1906 and is headquartered in Norwalk, CT. | Computer Peripherals | Corporate Officer/Principal | |
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Investment Managers | General Counsel | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | General Counsel | |
DFO Management /Private Equity/
 DFO Management /Private Equity/ Investment ManagersFinance DFO Management /Private Equity/ (DFO) is a private equity subsidiary of MSD Capital Management LLC founded in 1998 by Glenn Robert Fuhrman and John Cartwright Phelan. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| University of Virginia | College/University | Masters Business Admin | |
Avalon Trust Co.
 Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Investment Managers | Analyst-Equity | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
| Salisbury State University | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Masters Business Admin | |
| Panjab University Chandigarh | College/University | Undergraduate Degree | |
Verishop, Inc.
 Verishop, Inc. Apparel/Footwear RetailRetail Trade Verishop, Inc. operates as e-commerce platform. It offers women’s fashion, men’s fashion, free 2 day shipping, free return and exchange, and 24/7 customer care. The company was founded by Cate Khan and Imran T. Khan and is headquartered in Dallas, TX. | Apparel/Footwear Retail | Director of Finance/CFO | |
| University of North Texas | College/University | Graduate Degree | |
Deloitte Touche Tohmatsu Services LLC
 Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Services, Inc. provides accounting services. It offers audit, consulting, financial advisory, risk management, and tax services. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of Oregon | College/University | Masters Business Admin | |
VitriVax, Inc.
 VitriVax, Inc. BiotechnologyHealth Technology VitriVax, Inc. is a biotechnology company based in Boulder, CO that partners with vaccine developers to create thermostable vaccines that can be delivered in a single shot. The company's proprietary atomic layering thermostable antigen and adjuvant (alta™) technology platform enables vaccines to be shipped ly without refrigeration or freezing, last for years on the shelf, and only require one patient interaction to deliver multiple doses. The alta™ technology can be applied to a wide variety of vaccine antigens and adjuvants to protect against thermal and chemical degradation and enable controlled release, incorporating prime doses and additional booster doses in a single-shot administration. The company was founded by Robert Garcea and Theodore Randolph, and the CEO is Matthew Raider. | Biotechnology | Director of Finance/CFO | |
| Equitable Capital Management Corp. | General Counsel | ||
| American University | College/University | Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree | |
New Mexico State Investment Council
 New Mexico State Investment Council General GovernmentGovernment Founded in 1958, the New Mexico State Investment Council in an investment advisor located in Santa Fe, New Mexico. The council is a non-cabinet level agency reporting to the Governor of New Mexico. They manage the assets of the Land Grant Permanent Fund, the Severance Tax Permanent Fund, all political subdivisions of New Mexico, the New Mexico Finance Authority, the Tobacco Settlement Permanent Fund, the Water Trust Permanent Fund and other state agencies. | General Government | Corporate Officer/Principal | |
| The University of New Mexico | College/University | Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 35 |
| Inde | 2 |
| Canada | 2 |
Sectorielle
| Consumer Services | 15 |
| Finance | 14 |
| Health Technology | 3 |
| Miscellaneous | 3 |
| Electronic Technology | 2 |
Opérationnelle
| Analyst-Equity | 21 |
| Undergraduate Degree | 9 |
| Corporate Officer/Principal | 6 |
| General Counsel | 5 |
| Masters Business Admin | 5 |
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