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Brands and Their Owners
| Brand | Owner (click to sort) | Address | Description |
|---|---|---|---|
| ABSOLUTE PLUS MANAGEMENT | Absolute Plus Management | 230 Park Avenue, Suite 922 New York NY 10169 | Investment advisory and management services for subscription by private investors featuring a systematic price based strategy based on proprietary methodologies to capture recurring market behavior;MANAGEMENT; |
| ADVISOR CENTERPOINT | Symmetry Partners | 151 National Drive Glastonbury CT 06033 | Investment advisory and management services, namely, providing information, advice, and access to technology to registered investment advisers, investment adviser representatives, financial advisors, clients and others who provide investment-related financial services to clients;Providing registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services with access, through an Internet portal, to comprehensive, centralized technology to conduct and manage the day-to-day aspects of their businesses, namely, client relationship management, marketing and sales support, financial planning, proposal generation, account reporting, and practice operation services, consisting of account management, research, client billing, trading and rebalancing, account reconciliation and portfolio management; |
| ADVISORENVOY | Symmetry Partners | 151 National Drive Glastonbury CT 06033 | Investment advisory and management services, namely, providing financial investment information and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients, and others who provide investment-related financial services to clients;ADVISOR ENVOY;Software as a service (SAAS) services, namely, cloud application services, cloud information services, and cloud business process services, featuring temporary use of online non-downloadable software for registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services, for use in conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, including client billing, investment portfolio rebalancing, account reconciliation, and investment portfolio management, marketing and sales support, including tracking and managing marketing and sales activities, financial planning, proposal generation, investment portfolio construction and account reporting; |
| ALLEGIS | UBS REALTY INVESTORS | 242 TRUMBULL STREET HARTFORD CT 06103 | investment advisory and management services with respect to investment in real estate and related assets; and mutual fund investment and collective investment services focusing on real estate investment trusts, real estate and related assets; |
| ALLEGIS | UBS BRINSON REALTY INVESTORS | 242 TRUMBULL STREET HARTFORD CT 06103 | investment advisory and management services with respect to investment in real estate and related assets; and mutual fund investment and collective investment services focusing on real estate investment trusts, real estate and related assets; |
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| ALLEGIS | Allegis Realty Investors | 242 Trumbull Street Hartford CT 06156 | investment advisory and management services with respect to investment in real estate and related assets; and mutual fund investment and collective investment services focusing on real estate investment trusts, real estate and related assets; |
| ALLEGIS REALTY INVESTORS | Allegis Realty Investors | 242 Trumbull Street Hartford CT 06156 | investment advisory and management services with respect to investment in real estate and related assets; and mutual fund investment and collective investment services focusing on real estate investment trusts, real estate and related assets;REALTY INVESTORS; |
| ALPHABET PARTNERS | AlphaBet Management | 2 Rector Street, 3rd Floor New York NY 10006 | investment advisory and management services for domestic and offshore clients, namely, investment management services to one or more private investment funds; |
| APM | Absolute Plus Management | 230 Park Avenue, Suite 922 New York NY 10169 | Investment advisory and management services for subscription by private investors featuring a systematic price-based strategy based on proprietary methodologies to capture market behavior;ABSOLUTE PLUS MANAGEMENT;APM has no meaning in a foreign language.; |
| B.A.F. CAPITAL MANAGEMENT | B.A.F. Management, LP | 152 West 57th Street, 25th Floor New York NY 10019 | Investment advisory and management services for domestic and offshore clients, namely, investment management services to one or more private investment funds;CAPITAL MANAGEMENT; |
| B.A.F. MANAGEMENT | B.A.F. Management, LP | 152 West 57th Street, 25th Floor New York NY 10019 | Investment advisory and management services for domestic and offshore clients, namely, investment management services to one or more private investment funds;MANAGEMENT; |
| BAKER AVENUE ASSET MANAGEMENT | Baker Avenue Asset Management, LP | 301 Battery Street San Francisco CA 94111 | investment advisory and management services for domestic and offshore clients, namely, investment management to one or more private investment funds;ASSET MANAGEMENT; |
| BLACK DIAMOND FUNDS | Carlson Capital, L.P. | 2100 McKinney Avenue, Suite 1800 Dallas TX 75201 | INVESTMENT ADVISORY AND MANAGEMENT SERVICES; MANAGEMENT AND SPONSORSHIP OF INVESTMENT FUNDS;funds; |
| BRIDGE GROWTH PARTNERS | Bridge Growth Partners | 8th Floor 510 Madison Avenue New York NY 10022 | Investment advisory and management services;GROWTH PARTNERS; |
| CAR | FOUR CORNERS CAPITAL MANAGEMENT | 633 W. Fifth Street, Suite 4900 Los Angeles CA 90071 | investment advisory and management services to institutional investors; |
| CARLSON | Carlson Capital, L.P. | 2100 McKinney Avenue, Suite 1800 Dallas TX 75201 | Investment advisory and management services; management and sponsorship of investment funds; financial asset management; financial services, namely, alternative asset investments; hedge fund investment services; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial advisory services regarding the creation and/or management of alternative assets and indices related to alternative asset classes, including fund of hedge funds, funds of private equity funds, hedge funds, and other investment portfolios; investment advisory services; |
| CARLSON CAPITAL | Carlson Capital, L.P. | 2100 McKinney Avenue, Suite 1800 Dallas TX 75201 | Investment advisory and management services; management and sponsorship of investment funds; financial asset management; financial services, namely, alternative asset investments; hedge fund investment services; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial advisory services regarding the creation and/or management of alternative assets and indices related to alternative asset classes, including fund of hedge funds, funds of private equity funds, hedge funds, and other investment portfolios; investment advisory services;CAPITAL; |
| CHANGE. THE WAY YOU THINK. | Verto Management | 200 Portland Street, 5th Floor Boston MA 02114 | Investment advisory and management services in the fields of energy, waste transformation, renewable heat, power, materials, chemicals, gas, solid and liquid fuels, and sustainable agriculture; |
| CLARKE LANZEN SKALLA INVESTMENT FIRM, INC. | Clarke Lanzen Skalla Investment Firm, Inc. | 14747 California St. Omaha NE 681541979 | investment advisory and management services;INVESTMENT FIRM, INC.; |
| COLLATERAL-AT-RISK | FOUR CORNERS CAPITAL MANAGEMENT | 633 W. Fifth Street, Suite 4900 Los Angeles CA 90071 | investment advisory and management services to institutional investors;COLLATERAL AT RISK; |
| CONSONANCE CAPITAL | Consonance Capital Management LP | 1370 Avenue of the Americas New York NY 10019 | investment advisory and management services; fund investment services and management of investment funds; financial investments in the field of leveraged buyouts; venture capital funding services to emerging and start-up companies; investment management in the field of private investment in public equity (PIPE); hedge fund investment services; private equity fund investment services; public equity investment management;CAPITAL; |
| CROSSANALYTICS | AboveTrade.com, Inc. | 2041 Pioneer Court, #14, San Mateo CA 94403 | INVESTMENT ADVISORY AND MANAGEMENT SERVICES;CROSS ANALYTICS; |
| CUMBERLAND HILL CAPITAL | Cumberland Hill Capital Management | 1901 North Akard Street Dallas TX 75201 | Investment advisory and management services;CAPITAL; |
| DELTAEDGE | Delta Edge Management Group, LP | c/o Mr. M. Ungar 7 Lane Street Monsey NY 10952 | investment advisory and management services for domestic and offshore clients, namely, investment management to one or more private investment funds;DELTA EDGE;Color is not claimed as a feature of the mark.; |
| DW CATALYST | DW PARTNERS, LP | 590 Madison Avenue, 9th Floor New York NY 10022 | Investment advisory and management services; financial services, namely, operation and management of hedge funds and other collective investment vehicles; |
| DW SKYLINE | DW PARTNERS, LP | 590 Madison Avenue, 9th Floor New York NY 10022 | Investment advisory and management services; financial services, namely, operation and management of hedge funds, commodity pools, collateralized loan obligations and other collective investment vehicles and trading for others of securities, options, futures, derivatives, debt instruments and commodities; |
| DW VALUE | DW PARTNERS, LP | 590 Madison Avenue, 9th Floor New York NY 10022 | Investment advisory and management services; financial services, namely, operation and management of hedge funds and other collective investment vehicles; |
| EAGLE CLIFF | Eagle Cliff Partners | One Maritime Plaza, Suite 1100 San Francisco CA 94111 | Investment advisory and management services; |
| EDUCATION BEFORE ASSETS | MACQUARIE GROUP LIMITED | Level 6 50 Martin Place SYDNEY NSW 2000 Australia | INVESTMENT ADVISORY AND MANAGEMENT SERVICES; |
| EDUCATION BEFORE ASSETS | Central Park Group | 805 Third Avenue New York NY 10022 | INVESTMENT ADVISORY AND MANAGEMENT SERVICES; |
| ENVIRO SUSTAINABLE ASSET MANAGEMENT | SAM GROUP HOLDING AG | Josefstrasse 218 Zurich CH-8005 Switzerland | investment advisory and management services; financial services, namely, private banking services, portfolio mutual fund and capital management services; specialized venture capital fund advisory and management services, namely, investment and financial management advisory consulting and management services relating to environmentally beneficial companies and technologies;ASSET MANAGEMENT; |
| ENVOY | Symmetry Partners | 151 National Drive Glastonbury CT 06033 | Investment advisory and management services, namely, providing investment information and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients, and others who provide investment-related financial services to clients;Software as a service (SAAS) services, namely, cloud application services, cloud information services, and cloud business process services, featuring temporary use of online non-downloadable software for registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services, for use in conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, marketing and sales activities, financial planning, proposal generation, investment portfolio construction, account reporting, and practice operations, consisting of account management, research, client billing, trading, investment portfolio rebalancing, account reconciliation, and investment portfolio management; |
| ETHIC | Ethic Inc. | 99 Hudson St., Fl. 17 New York NY 10013 | investment advisory and management services, none of the foregoing related to financial information or advisory services to health care centers and clinics; |
| FIREFLY | Firefly Value Partners, LP | 404 Rockwood Path New Hope PA 18938 | investment advisory and management services for domestic and offshore clients, namely, investment management services to one or more private investment funds;FIRE FLY; |
| FIREFLY VALUE PARTNERS, LP | Firefly Value Partners, LP | 404 Rockwood Path New Hope PA 18938 | investment advisory and management services for domestic and offshore clients, namely, investment management services to one or more private investment funds;Color is not claimed as a feature of the mark.;VALUE PARTNERS LP; |
| FIREFLY VALUE PARTNERS, LP | Firefly Value Partners, LP | 404 Rockwood Path New Hope PA 18938 | Investment advisory and management services for domestic and offshore clients, namely, investment management services to one or more private investment funds;VALUE PARTNERS, LP; |
| FORTROSS | FortRoss Capital Management | 2800 Neilson Way Suite 1515 Santa Monica CA 90405 | Investment advisory and management services for domestic and offshore clients, namely, investment management; general partnership services, namely, formation, offering and management of limited partnerships;FORT ROSS; |
| FOURWINDS CAPITAL MANAGEMENT | FourWinds Capital Management | c/o Campbells, Scotia Building P.O. Box 2686T George Town, Grand Cayman Cayman Islands | investment advisory and management services for domestic and offshore clients, namely, investment management services;FOUR WINDS CAPITAL MANAGEMENT;CAPITAL MANAGEMENT; |
| GALIAM | Galiam Holdings | Letterman Digital Arts Center One Letterman Drive, Bld C, Suite 250 San Francisco CA 94129 | Investment advisory and management services; |
| GLOBAL WATER IMPACT FUND | Summit Global Management, Inc. | 9171 Towne Centre Drive Suite 465 San Diego CA 92122 | investment advisory and management services for domestic and offshore clients, namely investment management to one or more private investment funds;GLOBAL or FUND; |
| GRANT AVENUE CAPITAL | Grant Avenue Capital | c/o Willkie Farr & Gallagher LLP 787 Seventh Avenue New York NY 10019 | Investment advisory and management services;CAPITAL; |
| GREAT GABLE PARTNERS | Great Gable Partners, LP | 44 Montgomery Street Suite 3700 San Francisco CA 94104 | investment advisory and management services for domestic and offshore clients, namely, investment management to one or more private investment funds;PARTNERS; |
| GUIDING YOUR INVESTMENT SUCCESS | NORTH STAR INVESTMENT ADVISORS, LLC (IL) | 272 East Deerpath, Suite 220 Lake Forest IL 60045 | Investment advisory and management services; |
| IGLOBE | iGlobe Partners, Inc. | 5201 Great America Parkway, Suite 320 Santa Clara CA 95054 | Investment advisory and management services; fund investment consultation; venture capital services, namely, providing financing to emerging, start-up and expansion stage companies;I GLOBE; |
| K2 ADVISORS | K2 Advisors | 300 Atlantic Street Stamford CT 06901 | INVESTMENT ADVISORY AND MANAGEMENT SERVICES; INVESTMENT OF FUNDS FOR OTHERS;ADVISORS; |
| K2 CAPITAL | K2 CAPITAL, L.P. | 711 LOUISIANA, SUITE 2323 HOUSTON TX 77002 | INVESTMENT ADVISORY AND MANAGEMENT SERVICES;CAPITAL; |
| KDT | KDT ADVISORS | 77 Gold Street #2 Brooklyn NY 11201 | Investment advisory and management services; |
| KRIEGER CAPITAL | Krieger Capital Management | 101 Park Lane Blvd, Suite 202 Sugar Land TX 77478 | Investment advisory and management services to private investment funds and managed accounts; |
| LOWRY HILL | Wells Fargo & Company | 9th floor 90 S. 7th Street Minneapolis MN 55402 | Investment advisory and management services; |
| MIMCO | MetLife Investment Management Corporation | One Madison Avenue New York NY 10010 | investment advisory and management services; |
| MYMENSINGH PARTNERS | Mymensingh Partners GP | 117 East 55th Street, Suite 302 New York NY 10022 | Investment advisory and management services for domestic and offshore clients namely investment management to one or more private investment funds; |
| NOVEL CAPITAL MANAGEMENT | Novel Capital Management Software | 1709 Knoxville Court Lexington KY 40505 | investment advisory and management services for domestic and offshore clients, namely, investment management services to one or more private investment funds;CAPITAL MANAGEMENT; |
| ORIS CAPITAL | Oris Capital Management | 445 Park Avenue Suite 912 New York NY 10022 | Investment advisory and management services for domestic and offshore clients, namely investment management;CAPITAL; |
| OSMIUM CAPITAL | Osmium Partners | 300 Drakes Landing Road #172 Greenbrae CA 94904 | investment advisory and management services for domestic and offshore clients, namely, investment management to one or more private investment funds;CAPITAL; |
| OSMIUM CAPITAL | Osmium Partners | 300 Drakes Landing Road #172 Greenbrae CA 94904 | Investment advisory and management services for domestic and offshore clients, namely, investment management to one or more private investment funds;CAPITAL; |
| PERCEPTIVE | Perceptive Advisors | 51 Astor Place, 10th Floor New York NY 10003 | Investment advisory and management services; Financial and capital investments in biotechnology and health sciences; financial asset management; investment advisory and management services relating to biotechnology and health sciences; |
| PNC ASSET MANAGEMENT | PNC BANK CORP. | Fifth Avenue and Wood Street Pittsburgh PA 15222 | investment advisory and management services;ASSET MANAGEMENT; |
| PRECEPT ADVISORY GROUP | TRUIST INSURANCE HOLDINGS, INC. | 605 GLENWOOD AVENUE Raleigh NC 27612 | Investment advisory and management services provided to employers relating to ERISA, employee benefit and employee retirement plans; financial consulting services in the field of retirement plans; Developing, processing and sponsoring retirement plans;ADVISORY GROUP; |
| PROTEOM | Proteom Capital Management Ltd. | c/o Avalon Asset Management Inc. 15 East North Street Dover DE 19901 | Investment advisory and management services to domestic and offshore clients and to private investment funds; |
| PRUDENT INVESTING. ACTIVELY MANAGED. | Baker Avenue Asset Management, LP | 301 Battery Street San Francisco CA 94111 | Investment advisory and management services for domestic and offshore clients, namely, investment management to one or more private investment funds; financial services, namely, investment management, investment advice, funds investment, investment consultation services for individuals, corporate pension plans and profit-sharing plans, charities, foundations, and investment of funds for others; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; public equity investment management; |
| QUANTAMENTAL EQUITY | Robeco Investment Management, Inc. | 32nd Floor 909 Third Avenue New York NY 10022 | Investment advisory and management services; financial services, namely, private banking services, portfolio mutual fund and capital management services; specialized venture capital fund advisory and management services, namely, investment and financial management advisory consulting and management services relating to environmentally beneficial companies and technologies;EQUITY; |
| RETIREMENT EASYPASS | ALLIANCEBERNSTEIN L.P. | 1345 Avenue of the Americas New York NY 10105 | investment advisory and management services; investment services, namely, asset management services; investment consulting services for others; mutual funds investment; mutual fund management; provision of investment analysis; investment brokerage services; securities brokerage services; commodities brokerage services; provision of financial research in the area of wealth management; wealth and investment management services, namely, financial planning; issuance and administration of annuities; investment management and research in the area of portfolio strategy for retirement; providing information and advice in the field of the financial aspect of retirement;RETIREMENT EASY PASS;RETIREMENT; |
| ROYCE INVESTMENT PARTNERS | ROYCE & ASSOCIATES, LP | 745 Fifth Avenue New York NY 10151 | Investment advisory and management services;as to ROYCE;INVESTMENT PARTNERS; |
| SARACEN | SARACEN ENERGY ADVISORS LP | 3033 W. Alabama Houston TX 77098 | investment advisory and management services for others relating to investments in energy funds and marketing and trading of energy and energy related products;management and operation assistance to the commercial businesses of others related to energy markets and energy related products; business consultation services for others related to energy markets and energy related products; |
| SEPIA | Ashton Analytics | 55 Madison Avenue Suite 400 Morristown NJ 07960 | investment advisory and management services for domestic and offshore clients, namely, investment management; general partnership services, namely, formation, offering and management of limited partnerships; |
| SHAWMUT INVESTMENT ADVISERS | SHAWMUT NATIONAL CORPORATION | 777 Main Street Hartford CT 06115 | investment advisory and management services;INVESTMENT ADVISERS; |
| SHAWMUT PERSONAL ASSET ALLOCATION SERVICE | SHAWMUT NATIONAL CORPORATION | 777 Main Street Hartford CT 06115 | investment advisory and management services;PERSONAL ASSET ALLOCATION SERVICE; |
| SILVER STRAND | Silver Strand Asset Management | 4012 Camino Plano Calabasas CA 91302 | Investment advisory and management services for domestic and offshore clients, namely, investment management; |
| SPECTRUM DIVERSIFICATION | Hugh Martin & Co. | 1140 Taylor St. San Francisco CA 94108 | investment advisory and management services with regard to the allocation of investment capital across a broad range of non-correlating factors such as asset classes, world economic markets, money management techniques and timing horizons; |
| SRS INVESTMENT MANAGEMENT | SRS Investment Management | 115 East 34th Street #15A New York NY 10016 | Investment advisory and management services for domestic and offshore clients, namely, investment management to one or more private investment funds;INVESTMENT MANAGEMENT; |
| STONE POINT | Stone Point Capital | 20 Horseneck Lane Greenwich CT 06830 | Investment advisory and management services; financial services, namely, operation and management of private equity funds; |
| STONE POINT CAPITAL | Stone Point Capital | 20 Horseneck Lane Greenwich CT 06830 | Investment advisory and management services; financial services, namely, operation and management of private equity funds;CAPITAL; |
| SUSTAINABLE ASSET MANAGEMENT | SAM GROUP HOLDING AG | Josefstrasse 218 Zurich CH-8005 Switzerland | Investment advisory and management services; financial services, namely, private banking services, portfolio mutual fund and capital management services; specialized venture capital fund advisory and management services, namely, investment and financial management advisory consulting and management services relating to environmentally beneficial companies and technologies; |
| SYMMETRY E ADVISOR | Symmetry Partners | 151 National Drive Glastonbury CT 06033 | Investment advisory and management services, namely, providing investment information, and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients and others who provide investment-related financial services to clients;SYMMETRY ELECTRONIC ADVISOR;E ADVISOR;Application service provider featuring software for use by registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services for conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, marketing and sales support, financial planning, proposal generation, investment portfolio construction and account reporting, and for practice operation services, consisting of account management, research, client billing, trading, investment portfolio rebalancing, account reconciliation and investment portfolio management; |
| TERRACE CAPITAL FUND | Clay Capital Partners | 14300 Clay Terrace Blvd. Suite 269 Carmel IN 46032 | Investment advisory and management services for domestic and offshore clients, namely-- investment management;CAPITAL FUND; |
| TITANIUM | Titanium Capital Management | 150 Central Park South Suite 406 New York NY 10019 | Investment advisory and management services for domestic and offshore clients, namely, investment management to one or more private investment funds; |
| TORTOISE | MidCap Investors | 50 Broad Street New York NY 10004 | INVESTMENT ADVISORY AND MANAGEMENT SERVICES IN THE FIELD OF EQUITY SECURITIES AND EQUITY-RELATED PRODUCTS, NAMELY, STOCKS, CONVERTIBLE AND EXCHANGEABLE EQUITY SECURITIES, AND FINANCIAL INVESTMENT IN PRIVATE EQUITY OPPORTUNITIES; |
| UBS ALLEGIS | UBS GROUP AG | Bahnhofstrasse 45 Zurich 8001 Switzerland | Investment advisory and management services with respect to investment in real estate and related assets; and mutual fund investment and collective investment services focusing on real estate investment trusts, real estate and related assets; |
| UBS TRUMBULL | UBS GROUP AG | Bahnhofstrasse 45 Zurich 8001 Switzerland | Investment advisory and management services with respect to investment in real estate and related assets; and mutual fund investment and collective investment services focusing on real estate investment trusts, real estate and related assets; |
| VOGUE CAPITAL MANAGEMENT | Novel Capital Management Software | 1709 Knoxville Court Lexington KY 40505 | Investment advisory and management services for domestic and offshore clients, namely, investment management services to one or more private investment funds;CAPITAL MANAGEMENT; |
| WISE INVESTMENT PHILOSOPHIES | Jason Robert Chestnutt | 4408 Kensington Avenue Richmond VA 23221 | Investment advisory and management services; |
Where the owner name is not linked, that owner no longer owns the brand |
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