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Ludo Thomasson
Portefeuillebeheerder-Aandelen bij Ensemble Capital Management LLC
Oorsprong van het eerstegraads netwerk van Ludo Thomasson
Entiteit | Type entiteit | Industrie | |
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Laird Norton Wetherby Wealth Management LLC
![]() Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.
19
| Subsidiary | Investment Managers | 19 |
Ensemble Capital Management LLC
![]() Ensemble Capital Management LLC Investment ManagersFinance Ensemble Capital Management LLC (Ensemble Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Curt Brown in 1997 as Curtis Brown & Co. Ensemble Capital offers comprehensive wealth management services to individuals, families, trusts, estates, foundations and other entities. They also serve as investment adviser to an affiliated registered investment company, the Ensemble Fund.
5
| Private Company | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Ludo Thomasson via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Pacific Bell Telephone Co.
![]() Pacific Bell Telephone Co. Specialty TelecommunicationsCommunications Part of AT&T, Inc., Pacific Bell Telephone Co. provides telephone services. The company is based in San Francisco, CA. | Specialty Telecommunications | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
The Portola Group, Inc.
![]() The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Corporate Officer/Principal | |
Bechtel Group, Inc.
![]() Bechtel Group, Inc. HomebuildingConsumer Durables Bechtel Group, Inc. provides engineering and construction services. It offers technology, development, financing, ownership, procurement, safety, and environment services for roads, rail systems, airports, seaports, fossil and nuclear power plants, refineries and petrochemical facilities, mines and smelters, defense and aerospace facilities, environmental cleanup projects, telecommunications networks, pipelines and oil and gas field development services. The company is headquartered in Reston, VA. | Homebuilding | Corporate Officer/Principal | |
Parkside Advisors LLC
![]() Parkside Advisors LLC Investment ManagersFinance Parkside Advisors LLC (Parkside) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berkeley, California. The firm was founded by Audrey Grubman in 1996. Parkside offers advisory services to individuals, trusts, estates, corporations and other entities. | Investment Managers | Portfolio Manager-Equities | |
University of Virginia | College/University | Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | |
Callan LLC
![]() Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Analyst-Fixed Income | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree | |
Golden Gate University | College/University | Undergraduate Degree | |
Hastings College | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
Pulte Mortgage LLC
![]() Pulte Mortgage LLC Finance/Rental/LeasingFinance Pulte Mortgage LLC provides mortgage loan services. The firm offers new home construction financing for customers of Pulte Homes, Centex, Del Webb, DiVosta, John Wieland Homes, and American West Homes. The company was founded in 1972 and is headquartered in Englewood, CO. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Gordon & Betty Moore Foundation
![]() Gordon & Betty Moore Foundation Miscellaneous Commercial ServicesCommercial Services The Gordon and Betty Moore Foundation operate as a grantmaking organization works locally through its San Francisco Bay Area Program. It seeks to make a contribution to the quality of life in the bay area through targeted support in three areas: land protection, science and technology museums and the Betty Irene Moore Nursing Initiative. The company was founded by Gordon and Betty Moore in 2000 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Graduate School of Business | College/University | Masters Business Admin | |
McCombs School of Business | College/University | Undergraduate Degree | |
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
The University of Alabama | College/University | Undergraduate Degree | |
San Francisco State University | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Graduate Degree | |
San Jose State University | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Palace Sports & Entertainment LLC
![]() Palace Sports & Entertainment LLC Movies/EntertainmentConsumer Services Palace Sports & Entertainment LLC owns and operates sports and entertainment arenas. It also controls glassmaker guardian industries as well as the Detroit Pistons professional basketball team. The company was founded by Bill Davidson on July 29, 2011 and is headquartered in Auburn Hills, MI. | Movies/Entertainment | Corporate Officer/Principal | |
The University of Colorado | College/University | Undergraduate Degree | |
New York University | College/University | Undergraduate Degree | |
ICONIQ Capital LLC
![]() ICONIQ Capital LLC Investment ManagersFinance ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Santa Clara University | College/University | Masters Business Admin | |
The David & Lucile Packard Foundation
![]() The David & Lucile Packard Foundation Investment Trusts/Mutual FundsMiscellaneous Founded in 1964, the David and Lucile Packard Foundation provides grants to nonprofit organizations in the following program areas: conservation and science, population and reproductive health and children, families and communities. The Foundation provides national and international grants and has a special focus on the Northern California counties of San Mateo, Santa Clara, Santa Cruz and Monterey. The David and Lucile Packard Foundation is headquartered in Los Altos, CA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
University of California, Davis | College/University | Undergraduate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 45 |
Sectoraal
Consumer Services | 22 |
Finance | 21 |
Commercial Services | 3 |
Communications | 2 |
Consumer Durables | 2 |
Operationeel
Undergraduate Degree | 23 |
Corporate Officer/Principal | 22 |
Portfolio Manager-Equities | 20 |
Analyst-Equity | 7 |
Portfolio Manager-Fixed Income | 7 |
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