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Provenance du réseau au premier degré de Steven Birch
Entité | Type d'entité | Industrie | |
---|---|---|---|
William O'Neil + Co., Inc.
![]() William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch.
22
| Subsidiary | Investment Managers | 22 |
O'Neil Global Advisors Inc.
![]() O'Neil Global Advisors Inc. Investment ManagersFinance O'Neil Global Advisors, Inc. (OGA) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of O'Neil Capital Management, Inc., which is owned by Data Analysis, Inc. OGA serves as the investment advisor, with discretionary trading authority, to pooled investment vehicles, the securities of which are offered to investors on a private placement basis, as well as investment advisor, with discretionary trading authority, to separately managed accounts.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Steven Birch via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
JEFFERIES FINANCIAL GROUP INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Westfield Capital Management Co. LP
![]() Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Corporate Officer/Principal | |
Rochester Christian University | College/University | Undergraduate Degree | |
Check Capital Management, Inc.
![]() Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Investment Managers | Corporate Officer/Principal | |
Bel Air Investment Advisors LLC
![]() Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Investment Managers | Portfolio Manager-Equities | |
Regions Investment Management, Inc.
![]() Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients. | Investment Managers | Portfolio Manager-Equities | |
JPMorgan Private Investments, Inc.
![]() JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Investment Managers | Corporate Officer/Principal | |
Eucalyptus Partners LLC
![]() Eucalyptus Partners LLC Financial ConglomeratesFinance Eucalyptus Partners LLC operates as a proprietary trading firm. The company was founded by Timothy Marble and is headquartered in San Francisco, CA. | Financial Conglomerates | Founder | |
Pacific Investment Management Co. LLC
![]() Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Bates College | College/University | Undergraduate Degree | |
California State University-Los Angeles | College/University | Undergraduate Degree | |
California State University-Northridge | College/University | Undergraduate Degree Undergraduate Degree | |
Loyola Marymount University | College/University | Masters Business Admin | |
Yale University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Masters Business Admin | |
University of California, Riverside | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of California, Santa Cruz | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
Visvesvaraya Technological University | College/University | Masters Business Admin | |
UBS Securities Pte Ltd. (South Korea)
![]() UBS Securities Pte Ltd. (South Korea) Investment Banks/BrokersFinance UBS Securities Pte Ltd. (South Korea) is the South Korean broker/dealer division of UBS Securities Pte Ltd. in Singapore, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Seoul, the firm was founded in 2006 and offers trading services to institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Schnieders Capital Management LLC
![]() Schnieders Capital Management LLC Investment ManagersFinance Schnieders Capital Management LLC (SCM) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded by William Schnieders and James (Jim) Schnieders in 2002. SCM provides discretionary and non-discretionary portfolio management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or other business entities. | Investment Managers | Portfolio Manager-Equities | |
BNP Paribas Securities Korea Co., Ltd.
![]() BNP Paribas Securities Korea Co., Ltd. Financial ConglomeratesFinance BNP Paribas Securities Korea Co., Ltd. is the Korea-based broker/dealer subsidiary of BNP Paribas SA (EPA: BNP) in France. Headquartered in Seoul, the firm was founded in 2002 and provides financial investment services for Local and Foreign Institutional Investors, Corporates, and Financial Institutions. | Financial Conglomerates | Director of Research - Equity | |
BlueCrest Capital Management (New York) LP
![]() BlueCrest Capital Management (New York) LP Investment ManagersFinance BlueCrest Capital Management (New York) LP (BCM) is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BC Capital Management Services Ltd. BCM provides investment advisory and management services to high-net-worth clients. | Investment Managers | Corporate Officer/Principal | |
LD Micro
![]() LD Micro Investment ManagersFinance LD Micro is an investment research firm headquartered in San Ramon, California. The firm was founded in 2006 by Chris Lahiji. In 2023, they were acquired by Freedom US Markets LLC, a subsidiary of Freedom Holdings, Inc. (NASDAQ: FRHC). LD Micro provides intraday information for the benefit of everyone in the small and microcap universe. | Investment Managers | Analyst-Equity | |
EAM Investors LLC
![]() EAM Investors LLC Investment ManagersFinance EAM Investors LLC (EAM) is a majority employee-owned investment management boutique headquartered in Solana Beach, California. Formerly known as Eudaimonia Asset Management LLC, the firm was founded in 2007 by Travis T. Prentice, Montie L. Weisenberger, and Joshua M. Moss. EAM offers investment management and supervisory services to public and corporate retirement funds, superannuation funds, sub advisory relationships, foundations, endowments and OCIO’s. | Investment Managers | Analyst-Equity | |
New York Law School | College/University | Graduate Degree | |
USC Marshall School of Business | College/University | Masters Business Admin | |
Compak Asset Management
![]() Compak Asset Management Investment ManagersFinance Compak Asset Management (Compak) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 1999 by Moeez Ansari. Compak provides advisory services to various clients, such as individuals, trusts, individuals’ retirement plan accounts, and retirement plan trustees. | Investment Managers | Investment Committee Member | |
Pulse Capital Partners LLC
![]() Pulse Capital Partners LLC Investment ManagersFinance Pulse Capital Partners LLC is a hedge fund specialist company that partners with and advises established hedge fund managers on instituting and maintaining core relationships in the industry. The private company is based in New York, NY and have subsidiaries in the United States. The company's primary focus is on selecting and aligning investor and manager interests by using deep industry knowledge. The company provides comprehensive solutions to managers who have or are seeking to have a deeper footprint in the Gulf region, which has differentiated requirements for success. The company also works with institutional investors, offering them individualized investment solutions, be it broad, thematic, focused, or requiring structural setup. The company was founded by Thomas Middelhoff. | Investment Managers | Corporate Officer/Principal | |
University of California | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Anderson School of Management | College/University | Masters Business Admin | |
SIGILON THERAPEUTICS, INC. | Biotechnology | Investor Relations Contact | |
Jade Capital Advisors LLC
![]() Jade Capital Advisors LLC Investment ManagersFinance Jade Capital Advisors LLC (Jade Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Essex Fells, New Jersey. The firm was founded by Robert McHugh and James Stanley in 2018. Jade Capital provides discretionary investment advisory and sub-advisory services to one sub-advised account. | Investment Managers | Analyst-Equity | |
UBS Investment Bank (New York) | Corporate Officer/Principal | ||
Coresight Research Services Pvt Ltd.
![]() Coresight Research Services Pvt Ltd. Investment ManagersFinance Part of Coresight, Inc., Coresight Research Services Pvt Ltd. is an Indian company that delivers data-driven insights with a focus on retail and technology. The company has unique expertise in this area and specializes in disruption at the intersection of retail and technology. The company is based in Mangaluru, India. Coresight Research Services helps clients understand the implications of this disruption for their business. | Investment Managers | Director of Research - Equity |
Statistiques
Internationale
Etats-Unis | 46 |
Inde | 3 |
Corée du Sud | 3 |
Hong Kong | 2 |
Sectorielle
Consumer Services | 25 |
Finance | 24 |
Health Technology | 2 |
Opérationnelle
Corporate Officer/Principal | 24 |
Undergraduate Degree | 21 |
Analyst-Equity | 19 |
Masters Business Admin | 9 |
Portfolio Manager-Equities | 6 |
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