Martin Dean
President bij Northern Lights Compliance Services LLC
Oorsprong van het eerstegraads netwerk van Martin Dean
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Peachtree Alternative Strategies Fund
Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH.
8
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 |
Cross Shore Discovery Fund
Cross Shore Discovery Fund Investment Trusts/Mutual FundsMiscellaneous Cross Shore Discovery Fund is a closed-end management investment company. The firm's investment objective is to seek risk-adjusted rates of return over a full market cycle, with limited capital draw downs and with overall volatility less than broad U.S. equity market indices. The company was founded on May 21, 2014 and is headquartered in Cincinnati, OH.
8
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 |
FSI Low Beta Absolute Return Fund
FSI Low Beta Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous FSI Low Beta Absolute Return Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek risk adjusted rate of returns, Alpha, with a risk profile and volatility that is similar to that of the Barclays Aggregate Bond Index. FSI Low Beta Absolute Return Fund was founded on August 3, 2011 and is headquartered in Cincinnati, OH.
5
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 5 |
Northern Lights Compliance Services LLC
Northern Lights Compliance Services LLC Investment ManagersFinance Northern Lights Compliance Services LLC is a company that specializes in providing investment firms with institutional-level fund servicing. The company is based in Hauppauge, NY. The company offers a comprehensive list of services, including portfolio administration and accounting, modern investor servicing tools, compliance programs, tax, auditing, and distribution support.
4
| Holding Company | Investment Managers | 4 |
Citi Fund Services, Inc.
Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH.
2
| Subsidiary | 2 | |
Huntington Asset Services
Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN.
1
| Subsidiary | Investment Managers | 1 |
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Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Cross Shore Capital Management LLC
Cross Shore Capital Management LLC Investment ManagersFinance Cross Shore Capital Management LLC (Cross Shore) is a private, SEC-registered investment advisor and fund of hedge funds manager headquartered in Great Neck, New York. Founded in 2002, Cross Shore provides manages funds of hedge funds that focuses on long/short equity managers. | Investment Managers | Portfolio Manager-Equities Chief Operating Officer Director of Research - Equity | |
Alternative Strategies Fund
Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer Compliance Officer | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
ALTEGRIS KKR COMMITMENTS FUND | Investment Managers | Compliance Officer Compliance Officer | |
Dynamic Alternatives Fund
Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Dynamic Alternatives Fund engages in the investment in a range of portfolio fund strategies within the hedge, private equity, and private real estate investment fund asset classes. The company was founded on March 24, 2021 and is headquartered in Columbus, OH. | Investment Trusts/Mutual Funds | Compliance Officer Treasurer | |
Georgia State University | College/University | Masters Business Admin Masters Business Admin | |
Berman Capital Advisors LLC
Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Investment Managers | Chief Investment Officer | |
Corporate Consulting Group, Inc. (Oklahoma)
Corporate Consulting Group, Inc. (Oklahoma) Investment ManagersFinance Corporate Consulting Group, Inc. operates as a investment advisory firm. The company is headquartered in Tulsa, OK. | Investment Managers | Corporate Officer/Principal | |
The City College of New York | College/University | Undergraduate Degree | |
Reeser Advisory Services, Inc.
Reeser Advisory Services, Inc. Investment ManagersFinance Reeser Advisory Services, Inc. provides investment advice. The private company is based in Germantown, TN. | Investment Managers | President | |
Bluerock Total Income+ Real Estate Fund
Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
Diversified Trust Co.
Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Investment Managers | Chief Investment Officer | |
University of Florida Investment Corp.
University of Florida Investment Corp. Investment ManagersFinance Part of University of Florida, University of Florida Investment Corp. provides investment research, advice, counsel and management services. The company is based in Gainesville, FL. William Reeser has been the CEO of the company since 2014. | Investment Managers | Chief Executive Officer | |
DELTA AIR LINES, INC. | Airlines | Corporate Officer/Principal | |
American Lebanese Syrian Associated Charities, Inc.
American Lebanese Syrian Associated Charities, Inc. Hospital/Nursing ManagementHealth Services American Lebanese Syrian Associated Charities (ALSAC) located in Memphis, TN was founded in 1957 and exists for the sole purpose of raising funds to support the operating and maintenance of St. Jude Children's Research Hospital | Hospital/Nursing Management | Chief Investment Officer | |
Planning Sense, Inc.
Planning Sense, Inc. Investment ManagersFinance Planning Sense, Inc. provides investment advice. The private company is based in Syracuse, NY. | Investment Managers | Corporate Officer/Principal | |
Employees' Retirement System of Georgia
Employees' Retirement System of Georgia Investment ManagersFinance Founded in 1950, the Employees Retirement System of Georgia is a pension fund administered in Atlanta, Georgia. The fund is administered by the State of Georgia Division of Investment. | Investment Managers | Chairman | |
Oklahoma State University | College/University | Undergraduate Degree | |
Wake Forest University | College/University | Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree | |
Robert W Woodward Education Foundation, Inc. | Treasurer | ||
Combined Jewish Philanthropies of Greater Boston, Inc.
Combined Jewish Philanthropies of Greater Boston, Inc. Miscellaneous Commercial ServicesCommercial Services Combined Jewish Philanthropies of Greater Boston, Inc. provides fundraising and social planning services. It services include case management, job training, legal services to help navigate and obtain public benefits. The company was founded on April 25, 1895 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
CFA Society of Atlanta, Inc. | Corporate Officer/Principal | ||
The Wharton School of the University of Pennsylvania | College/University | Graduate Degree | |
TORTOISE ENERGY INFRASTRUCTURE CORPORATION | Investment Trusts/Mutual Funds | Director/Board Member | |
Terry College of Business | College/University | Undergraduate Degree | |
HB Wealth Management LLC
HB Wealth Management LLC Investment ManagersFinance HB Wealth Management LLC provides investment advisory services. The private company is based in Grand Rapids, MI. | Investment Managers | Chief Investment Officer | |
Baruch College | College/University | Masters Business Admin | |
Fortigent LLC
Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Investment Managers | Director/Board Member | |
6800 Capital LLC
6800 Capital LLC Investment ManagersFinance Founded in 1988 by John McDonnell, the 6800 Capital Group LLC is a hedge fund manager located in Princeton, New Jersey. | Investment Managers | Director of Research - Equity | |
Centaur Mutual Funds Trust | Investment Trusts/Mutual Funds | Treasurer | |
Oak Associates Funds | Investment Trusts/Mutual Funds | Treasurer | |
CommonWealth International Series Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Unified Series Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Children's Healthcare of Atlanta, Inc.
Children's Healthcare of Atlanta, Inc. Hospital/Nursing ManagementHealth Services Children's Healthcare of Atlanta, Inc. operates pediatric hospitals. It offers urgent care, cardiology, surgery, neurology, rehabilitation, emergency, otolaryngology, audiology, orthopedics and speech-language pathology services. The firm also offers child life, family library, psychiatry, transitional housing and translation and interpreting support services. The company was founded in 1998 and is headquartered in Atlanta, GA. | Hospital/Nursing Management | Chief Investment Officer | |
Lind Capital Partners Municipal Credit Income Fund
Lind Capital Partners Municipal Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Lind Capital Partners Municipal Credit Income Fund operates as a closed-end management investment company. It seeks to generate high current income from investments in municipal securities exempt from federal income tax and capital preservation. It invests in the following sectors: senior living, education, healthcare, economic development, public utilities, resource recovery, transportation, housing, and special taxing districts. The company was founded by Jon Robert Lind Jr. and David Mansfield Murdoch Jr. on May 12, 2021 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | Compliance Officer | |
Predex
Predex Investment Trusts/Mutual FundsMiscellaneous Predex is a closed-end management investment company. It engages in a continuous offering of shares and operates as an interval fund that offers to make quarterly repurchases of shares at net asset value. Its investment objective is to seek consistent current income while secondarily seeking long-term capital appreciation with moderate volatility. The company was founded on February 5, 2013 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Compliance Officer | |
Southern Capital Forum, Inc.
Southern Capital Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Southern Capital Forum, Inc. operates a trade association for private capital investors. The private company is based in Atlanta, GA. The company was founded by John J. Huntz. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Boothbay Fund Management LLC
Boothbay Fund Management LLC Investment ManagersFinance Boothbay Fund Management LLC (Boothbay) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by Ari Glass in 2012. Boothbay offers investment advisory services to pooled investment vehicles that have been privately placed. | Investment Managers | General Counsel | |
Atlanta Society of Financial Analysts | Corporate Officer/Principal | ||
University of Georgia | College/University | Undergraduate Degree | |
Homrich Berg, Inc.
Homrich Berg, Inc. Investment Trusts/Mutual FundsMiscellaneous Homrich Berg, Inc. is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services. The private company is based in Atlanta, GA and has subsidiaries in the United States. The company serves as the leader of the financial team for high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide. The company was founded in 1989 by Andy Berg and David E. Homrich. Andy Berg has been the CEO since 1989. | Investment Trusts/Mutual Funds | Chief Investment Officer | |
Peachtree Real Estate Fund II-A LP
Peachtree Real Estate Fund II-A LP Financial ConglomeratesFinance Peachtree Real Estate Fund II-A LP provides investment services. The company is headquartered in Atlanta, GA. | Financial Conglomerates | Director/Board Member | |
2017 Real Estate Opportunity Fund LP
2017 Real Estate Opportunity Fund LP Financial ConglomeratesFinance 2017 Real Estate Opportunity Fund LP functions as pooled investment fund. The company is headquartered in Atlanta, GA. | Financial Conglomerates | Director/Board Member | |
2017 Opportunity Fund LP
2017 Opportunity Fund LP Investment ManagersFinance 2017 Opportunity Fund LP operates as a private equity fund. The company is headquartered in Atlanta, GA. | Investment Managers | Director/Board Member | |
Department of Financial Institutions | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 51 |
Sectoraal
Finance | 19 |
Miscellaneous | 14 |
Consumer Services | 10 |
Commercial Services | 4 |
Health Services | 3 |
Operationeel
Director/Board Member | 32 |
Corporate Officer/Principal | 26 |
Independent Dir/Board Member | 17 |
Compliance Officer | 16 |
Treasurer | 15 |
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