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  • Mellon  (NYSE: MEL)
    Pittsburgh, Pennsylvania

    Mellon Ventures, Inc., an affiliate of Mellon Financial Corporation, makes equity-related investments of between $3 million and $25 million in rapidly growing operating companies. With offices in Atlanta, Los Angeles, New York, and Pittsburgh, Mellon Ventures, Inc. invests at all stages... more

  • Rothschild Inc.
    New York, New York

    At Rothschild we are committed to developing long term, mutually beneficial relationships with schools, charities and community organisations local to our offices. All UK employees are entitled to spend two paid days per year volunteering, and additionally to get involved at their... more

  • Bessemer Trust Company
    New York, New York

    Bessemer Trust Company is a unique wealth management and investment advisory firm that has provided wealth management solutions to high-net-worth individuals and select institutions for more than 90 years. The firm supervises assets in excess of $35 billion, and provides a wide range of... more

  • myCFO , Inc.
    San Francisco, California

    myCFO is a wealth-advisory firm which manages the complex financial lives of high-net-worth individuals through best-in-class professional services and advanced technology. myCFO offers unbiased and independent advice and services covering every aspect of wealth planning and management,... more

  • Savant Capital Management , Inc.
    Rockford, Illinois

    Savant Capital Management, Inc. is an SEC Registered Investment Advisor. Savant provides financial planning and investment advisory services to financially established individuals, trust funds, retirement plans, non-profit organizations, and fiduciaries. We founded our firm in 1986 and... more

  • MilleniumAssociates AG
    Austin, Texas

    MilleniumAssociates is an independent mergers & acquisitions advisory firm specialising in the financial services industry with particular emphasis and experience in global wealth and asset management as well as insurance. The company, founded in May 2000 and based in Switzerland,... more

  • Franklin Street Partners
    Chapel Hill, North Carolina

    Franklin Street Partners is a privately held corporation dedicated to providing complete investment solutions to both institutional investors and wealthy individuals. We offer our clients a full range of investment advisory and wealth management solutions through Franklin Street... more

  • Arrow Hedge Partners Inc.
    Toronto, Ontario, Canada

    Arrow Hedge Partners Inc. is an investment management company that specializes in providing access to high-quality hedge fund managers and multi-manager fund of funds to a wide range of clients including family offices, institutions, pension funds, and high-net-worth individuals. Arrow... more

  • Private Asset Management
    San Diego, California

    Private Asset Management, Inc. is an investment advisory firm providing financial advice tailored to individual client goals. We strive to deliver professional, unbiased service at every level through objective, fee-based management. PAM is dedicated to maintaining long-term relationships... more

  • NIB Capital

    NIB Capital is a merchant bank headquartered in The Hague, which provides a broad range of wholesale financing, advisory, capital market and private equity services to international clients. NIB Capital is an ABP and PGGM company and NIB Capital Bank has long-term ratings of AA-/Aa3.

  • Salient Partners L.P
    Houston, Texas

    Houston-based Salient Partners offers a comprehensive range of institutional-quality investment solutions and fiduciary services for private clients and institutions nationwide. Our solutions combine proven processes with innovative strategies, and provide access to asset classes and... more

  • Manchester Capital Management LLC
    Manchester, Vermont

    MCM implements absolute return and alternative capital strategies for our Montecito and Santa Barbara clients seeking diversified, uncorrelated, non traditional asset management and wealth strategies. Santa Barbara and Montecito wealth management investment advisors serving families,... more

  • PDP Capital L.L.C
    Palm Beach, Florida

    Because PDP Capital assigns 15 to 20 talented managers to its global growth funds, each investor benefits from the extensive pool of knowledge provided through these mangers, all for a lower investment of $500,000. As a result, the PDP Growth Fund offers less risk with absolute returns... more

  • Rodgers Capital Group L.P
    Nashville, Tennessee

    Rodgers Capital Group (RCG) is a boutique merchant banking firm founded in 1976 by Joe M. Rodgers. Mr. Rodgers founded one of the largest construction firms in the Southeast and later sold the company to a more

  • Bingham Legg Advisers LLC
    Los Angeles, California

  • NIBCapital
    Bishopsgate, London, United Kingdom

    NIBCapital is an independent private Merchant Bank focusing on the mid-market segment in Northwest Europe with a global distribution network. NIBCapital's business model as a Merchant Bank is aimed at offering innovative corporate finance, risk management and structured investment... more

  • Baker Street Advisors , LLC
    San Francisco, California

    Baker Street Advisors Group delivers customized wealth management solutions to financially successful families.

  • FirstUnity Financial Group Pty Ltd
    Sydney, New South Wales, Australia

    FirstUnity is a boutique financial advisory and wealth management group. FirstUnity's core focus is on the provision of wealth management services and solutions to affluent individuals and families. FirstUnity offers a unique independent Family Office service to private families with... more

  • Steward Capital Advisors
    Springfield, Missouri

    Steward Capital Advisors makes a priority of achieving your financial goals. Through our disciplined investment approach, we can help maximize your investment returns, minimize downside risk over the long term, and protect your values as a faith-based investor along the way. The People... more

  • Lancea Partners Limited
    London, United Kingdom

    Lancea Partners Limited is an independent private equity, hedge fund and corporate finance advisory boutique based in London. It specialises in advisory and placement services for established and emerging alternative investment funds and emerging high growth companies. Lancea utilises... more

  • Cymric Family Office Services
    Costa Mesa, California

    Cymric Family Office Services was founded in 1987 when The Brown Family retained the services of Patricia M Soldano. In 1996, the Brown Family sold Cymric Family Office Services to Pat Soldano, the current CEO and President, while remaining a client of the company. Cymric is an... more

  • Endevon Capital , LLC
    New York, New York

    Prior to forming Endevon, the three principals had established and developed a non-traditional fund group at a major private banking institution. The team members were responsible for manager selection, portfolio management, marketing, and administration. The team has handled hedge fund... more

  • Jewson Associates Limited
    London, United Kingdom

    Jewson Associates provides a comprehensive investment consultancy service tailored to the individual needs of each client. We work with our clients, complementing their own expertise in order to maximise their investment returns. Our total independence enables us to provide completely... more

  • Pepper International
    New York, New York

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