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Oorsprong van het eerstegraads netwerk van Jim Kozak
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Advanced Equities, Inc.
![]() Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp.
23
| Extinct | Investment Managers | 23 |
ROTH Venture Finance Group
![]() ROTH Venture Finance Group Investment ManagersFinance ROTH Venture Finance Group is a Venture Capital firm, subsidiary of ROTH Capital Partners LLC founded in 2013. The firm is headquartered in Newport Beach, California.
7
| Subsidiary | Investment Managers | 7 |
Robertson Stephens Advisors LLC
![]() Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities.
5
| Extinct | Investment Managers | 5 |
Opac Famous LLC
1
| Subsidiary | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jim Kozak via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
First Allied Securities, Inc.
![]() First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Chairman Director of Finance/CFO Founder Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
McDonnell, Inc. | Founder | ||
Great Point Capital LLC
![]() Great Point Capital LLC Investment Banks/BrokersFinance Great Point Capital LLC (Great Point) is FINRA-registered broker-dealer headquartered in Chicago, Illinois. The firm was founded in 2001 and is a subsidiary of Great Point Trading LLC. Great Point specializes in retail and proprietary equity day-trading for accredited investors. | Investment Banks/Brokers | Consultant / Advisor | |
Advanced Equities Fabric 7 Investment I LLC
![]() Advanced Equities Fabric 7 Investment I LLC Investment ManagersFinance Advanced Equities Fabric 7 Investment I LLC provides investment advisory services. It invests in securities of late-stage, privately held, and technology based products and service companies. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Spencer Trask Collaborative Innovations LLC
![]() Spencer Trask Collaborative Innovations LLC Miscellaneous Commercial ServicesCommercial Services Spencer Trask Collaborative Innovations LLC provides entrepreneurs with financial and intellectual capital to transform ideas into opportunities. It serves corporations and businesses, government entities, non-profit clients, institutions, and individuals in the public and private sectors. The company was founded in 2009 and is headquartered in Greenwich, CT. | Miscellaneous Commercial Services | Private Equity Investor | |
Dutchess Holdings Corp.
![]() Dutchess Holdings Corp. Financial ConglomeratesFinance Dutchess Holdings Corp. operates as a blank check company. The company was founded on August 29, 2012 and is headquartered in New York, NY. | Financial Conglomerates | Director of Finance/CFO | |
Michigan State University | College/University | Undergraduate Degree | |
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 | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal | |
LaSalle St. Securities LLC
![]() LaSalle St. Securities LLC Investment ManagersFinance Founded in 1974, LaSalle Street Securities LLC is a privately owned broker/dealer headquartered in Elmhurst, Illinois. The firm's product line includes access to individual securities, options, wrap programs, syndicate offerings/IPOs, mutual funds and insurance. LaSalle Street Securities clears through National Financial Services LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. LaSalle Street Securities is a member of FINRA, the NASD and the SIPC. They are affiliated with Tilden Loucks & Woodnorth LLC and LaSalle Street Investment Advisors LLC. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
Illinois Institute of Technology | College/University | Graduate Degree | |
DePaul University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree | |
Paulson Investment Co. LLC (Broker)
![]() Paulson Investment Co. LLC (Broker) Investment Banks/BrokersFinance Founded by Chet Paulson in 1978, Paulson Investment Co., Inc. is an independent brokerage firm and investment banking firm located in headquartered in Portland, Oregon. They are a Paulson Capital Corp. (NASDAQ: PLCC). Paulson Investment Co. provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of FINRA/SIPC. | Investment Banks/Brokers | Chief Executive Officer | |
University of Iowa | College/University | Undergraduate Degree | |
Intuitive Venture Partners LLC
![]() Intuitive Venture Partners LLC Investment ManagersFinance Intuitive Venture Partners LLC (Intuitive Venture Partners) is a venture capital firm founded in 2010 by Eric Rubenstein, David Landskowsky, Timothy Herrmann, Aaron Segal, Scott Cardone and Tokdd Harrigan. The firm is headquartered in White Plains, New York. | Investment Managers | Founder | |
SOLIC Capital Advisors LLC
![]() SOLIC Capital Advisors LLC Investment ManagersFinance SOLIC Capital Advisors LLC provides financial advisory services. Its services include merger & acquisition, operational and financial restructuring, capital placement and valuation advisory services to companies, lenders, institutional investors, the legal community and other creditor constituencies. The company was founded by Edward R. Casas in 2012 and is headquartered in Evanston, IL. | Investment Managers | Public Communications Contact | |
InvestBev Group LLC
![]() InvestBev Group LLC Investment ManagersFinance InvestBev Group LLC (InvestBev Group) is a private equity firm founded in 2015 by Brian Rosen. The firm is headquartered in Chicago, Illinois. | Investment Managers | Public Communications Contact | |
Georgetown University | College/University | Undergraduate Degree | |
Shadow Ventures LLC (Georgia)
![]() Shadow Ventures LLC (Georgia) Investment ManagersFinance Shadow Ventures LLC (Shadow Ventures) is a venture capital firm founded in 2017 by K.P. Reddy. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Consultant / Advisor | |
Arizona State University | College/University | Undergraduate Degree | |
Stansberry Asset Management LLC
![]() Stansberry Asset Management LLC Investment ManagersFinance Part of Stansberry Asset Management Partners LP, Stansberry Asset Management LLC provides investment advice. The company is based in New York, NY. The company was founded in 2015 by Erez Charnes Kalir. | Investment Managers | Private Equity Investor | |
Colgate University | College/University | Undergraduate Degree | |
Laidlaw & Co. (UK) Ltd. (United States)
![]() Laidlaw & Co. (UK) Ltd. (United States) Investment Banks/BrokersFinance Laidlaw & Co. (UK) Ltd. (US) (L&C US) is the US-based brokerage division of Laidlaw & Co. (UK) Ltd., which is ultimately held by Laidlaw Holdings Ltd. The firm is headquartered in New York City and was founded in 1842. L&C US provides brokerage services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 42 |
Sectoraal
Finance | 27 |
Consumer Services | 11 |
Communications | 2 |
Technology Services | 2 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 50 |
Director/Board Member | 39 |
Private Equity Investor | 31 |
Undergraduate Degree | 23 |
President | 12 |
Sterkste connecties
Insiders | |
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Gordon Eliot Fallone | 17 |
Joel E. Marks | 15 |
Tyler V. Engh | 14 |
Bruce Arella | 12 |
Adam Antoniades | 11 |
Matthew M. Reynolds | 11 |
Peter McDonnell | 11 |
Ed T. Harvey | 9 |
Shawn Rogers | 9 |
Gregg Steven Glaser | 9 |
Dwight O. Badger | 8 |
Byron Keith Crowe | 7 |
Mark H. Dransfield | 7 |
Susan M. Reese | 6 |
John S. Baker | 6 |