DEBT INVESTMENT SERVICES

Brand Owner (click to sort) Address Description
"CHARTING A COURSE FOR YOUR SUCCESS" NorthStar Wealth Partners LLC 29 South Main Street Suite B-08
West Hartford CT 06107
Financial services, assisting others with the ...
401K MD Kyle Atkins Financial Group, Inc. 205 S. Pine Street
Spartanburg SC 29302
Financial planning; Financial planning consultation; Financial ...
A Allegheny Capital Management, Inc. Suite 104
618 Beaver Street
Sewickley PA 15143
Financial services, investment advice, investment management, ...
A Acuity Wealth Management, LLC 10 East Broad Street
Hopewell NJ 08525
Financial services, investment advice, investment management, ...
A FAMILY OFFICE RESOURCE Athena Legacy Solutions, LLC c/o Lawrence & Associates, 2374 Post Rd
Warwick RI 02886
Financial services, investment advice, investment management, ...
A&M CAP RE Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL PARTNERS Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A&M CAPITAL REAL ESTATE Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
A16Z AH Capital Management, L.L.C. 2865 Sand Hill Road, Suite 101
Menlo Park CA 94025
Venture capital services for providing seed ...
AAG ANDREWS ADVISORY GROUP Andrews Advisory Group, LLC 190 S. LaSalle St., Ste. 500
Chicago IL 60603
Financial services, investment advice, investment management, ...
ACLARIA CAPITAL Aclaria Partners Incorporated 1517 North Point, Suite 313
San Francisco CA 94123
Financial services, investment advice, investment management, ...
ACUITY WEALTH MANAGEMENT Acuity Wealth Management, LLC 10 East Broad Street
Hopewell NJ 08525
Financial services, investment advice, investment management, ...
ADAPTIVE ALLOCATION William T. Hepburn Hepburn Capital Management, LLC
2069 Willow Creek Road
Prescott AZ 86301
Financial services, investment advice, investment management, ...
ADVISOR HEAVEN American National Investment Advisors, LLC Suite 500
2001 Butterfield Road
Downers Grove IL 60515
Financial services, investment advice, investment management, ...
AKSHAR CAPITAL Akshar Capital, LLC 320 E 46th St. Apt 19A
New York NY 10017
Financial services, investment advice, investment management, ...
AKSHAR CAPITAL Akshar Capital 320 E 46th St. #19A
New York NY 10017
Financial services, investment advice, investment management, ...
ALFSTAD CAPITAL ALFSTAD CAPITAL, LLC Suite 2200
1420 Fifth Avenue, Suite 2200
Seattle WA 98101
Financial services, investment advice, investment management, ...
ALFSTAD CAPITAL ALFSTAD CAPITAL, LLC Suite 2200
1420 Fifth Avenue, Suite 2200
Seattle WA 98101
Financial services, investment advice, investment management, ...
ALPENGLOW CAPITAL Siddiqui, Sharif 303 Park Avenue South, Apt. 506
New York City NY 10010
Financial services, investment advice, investment management, ...
ALPINE WEST Beall, John B. 2898 Jackson St. #500
San Francisco CA 94115
Financial services, investment advice, investment management, ...
ALTS GATEWAY Innovation Equity Partners, LLC Suite 215
14497 North Dale Mabry Highway
Tampa FL 33618
Financial services, investment advice, investment management, ...
ALVAREZ & MARSAL CAPITAL Alvarez & Marsal Holdings, LLC 600 Lexington Avenue
New York NY 10022
advice relating to investments, advisory services ...
ALVAREZ & MARSAL CAPITAL PARTNERS Alvarez & Marsal Holdings, LLC 600 Madison Avenue, 8th Floor
New York NY 10022
advice relating to investments, advisory services ...
ANDREESSEN HOROWITZ AH Capital Management, L.L.C. 2865 Sand Hill Road, Suite 101
Menlo Park CA 94025
Venture capital services for providing seed ...
ARGENT SQUARE Silver Lane Advisors, LLC 515 Madison Avenue, 35th Floor
New York NY 10022
Investment fund services, operation and management ...
ASCEND INVESTMENT MANAGEMENT, INC. Ascend Investment Management, Inc. 10 Maple Lane
Glen Mills PA 19342
Financial services, investment advice, investment management, ...
ASSURED FUTURE INVESTING Optimal Capital Advisiors, LLC 12935 SW Bayshore Drive, Suite 305
Traverse City MI 49684
Financial services, investment advice, investment management, ...
AVICENNA AVICENNA HOLDINGS LLC 7406 Ridgewood Avenue
Chevy Chase MD 20815
Financial services, investment advice, investment management, ...
AW ARMSTRONG WEALTH MANAGEMENT GROUP Reginald A.T. Armstrong C
1801 W Evans Street
Florence SC 29501
Financial service, investment advice, investment management, ...
BANCA AKROS Banca Akros S.p.A. Corso Italia 3
Milano
Italy
Financial advisory and consultancy services, financial ...
BETA CAPITAL ADVISORS LLC Ri-Ta Advisors LLC 5 Sayles Road
Hingham MA 02043
Financial advisory and consultancy services; Financial ...
BETA CAPITAL ADVISORS LLC Ri-Ta Advisors LLC 5 Sayles Road
Hingham MA 02043
Financial advisory and consultancy services; Financial ...
BIONIC Bionic Capital LLC Suite 302
1285 Barry Avenue
Los Angeles CA 900251734
Financial services, investment advice, investment management, ...
BLAIR HALL ADVISORS Blair Hall Advisors, LLC Suite 302
1562 First Avenue
New York NY 10028
Financial services, investment advice, investment management, ...
BURPEE DEL SIMONE LLC Burpee Del Simone LLC 1255 Treat Blvd Ste 300
Walnut Creek CA 94597
Financial administration of retirement plans; Financial ...
C COGENT ADVISOR Cogent Adviso LLC Suite 2200
30 S. Wacker Drive
Chicago IL 60606
Financial services, investment advice, investment management, ...
CATAWBA CAPITAL MANAGEMENT Catawba Capital Management, Inc. 10 S. Jefferson Street, Suite 1210
Roanoke VA 24011
Financial services, investment advice, investment management, ...
CATAWBA CAPITAL MANAGEMENT Catawba Capital Management, Inc. 10 S. Jefferson Street, Suite 1210
Roanoke VA 24011
Financial services, investment advice, investment management, ...
CBI CAPITAL CBI Capital LLC 767 Fifth Avenue, 8th Floor
New York NY 10153
Financial services, investment advice, investment management, ...
CCBTOPGUN FUND ONE CHEMICAL FINANCE LIMITED 1/F
HK
Hong kong
Hong Kong
Financial services, investment advice, investment management, ...
CENTRE LANE PARTNERS Q&U Investments, LLC 757 Third Avenue, 20th floor
New York NY 10017
Financial services, investment advice, investment management, ...
CHASM CAPITAL Chasm Capital Management LLC 375 Park Avenue Suite 2607
New York NY 10152
Financial services, investment advice, investment management, ...
CICC China International Capital CorporationLimited No. 1 Jian Guo Men Wai Avenue
CN
Beijing 100004
China
Accident insurance underwriting, Actuarial services, Insurance ...
CLIENT HEAVEN American National Investment Advisors, LLC Suite 500
2001 Butterfield Road
Downers Grove IL 60515
Financial services, investment advice, investment management, ...
CLOUD FUNDING Cloud Fund Advisors, LLC Jacob Allred
3193 S 945 E
Salt Lake City UT 84106
Financial services, investment advice, investment management, ...
COLEBROOK Sarah Bernstein 3721 Lankershim Blvd.
Los Angeles CA 90068
Financial services, investment advice, investment management, ...
CONDITIONAL CAPITAL Clados Management LLC 37 East 4th Avenue, Suite 1
San Mateo CA 94401
Financial services, investment advice, investment management, ...
COWEN HEALTHCARE ROYALTY PARTNERS Cowen Group, Inc. 1221 Avenue of the Americas
New York NY 10020
Financial services, investment advice, investment management, ...
CRABTREE FUND Crabtree Asset Management 2260 Sargent Avenue
Saint Paul MN 55105
Financial services, investment advice, investment management, ...
CSC SAAMA CAPITAL Suresh Shanmugham c/o Ash Lilani, 3786 Grove Avenue
Palo Alto CA 94303
Financial services, investment advice, investment management, ...
CTA RESEARCH Diesen, Anthony M 11346 Dahlgren Road
King George VA 23220
Commodity investment advice; Financial services, investment ...
DYAL CAPITAL PARTNERS Lehman Brothers Inc. 745 Seventh Avenue
New York NY 10019
Financial services, investment advice, investment management, ...
DYNAMIC PORTFOLIO OPTIMIZATION Smart Portfolios LLC 17865 Ballinger Way NE
Seattle WA 98155
FINANCIAL SERVICES, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, ...
EA EXCLUSIVE ADVISORS LLC Exclusive Advisors LLC Suite 2901
1 Independent Drive
Jacksonville FL 32202
Financial services, investment advice, investment management, ...
EAST HALL CAPITAL EAST HALL CAPITAL LLC Suite 37A
30 WATERSIDE PLAZA
NEW YORK NY 10010
Financial services, investment advice, investment management, ...
ECHOBAY VENTURES Yee, Ronald P.O. Box 7386
Fremont CA 94537
Financial services, investment advice, investment management, ...
EINSTEIN STRATEGIES Acuity Wealth Management, LLC 10 East Broad Street
Hopewell NJ 08525
Financial services, investment advice, investment management, ...
EMMAUS INVESTOR SERVICES Emmaus Investor Services Corp. 117 Fairground Ave.
Dayton OH 45409
Financial services, investment advice, investment management, ...
EMPIRICAL Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL CAPITAL MANAGEMENT Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL FINANCIAL SERVICES Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL FUNDS Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Financial and investment services, management ...
EMPIRICAL TARGETED PREMIUM PORTFOLIOS Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL TARGETED RISK REBALANCING Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL WEALTH MANAGEMENT Empirical Financial Services 1420 5th Ave., Suite 3150
Seattle WA 98101
Capital investment consulting; Capital investment services; ...
EMPIRICAL-BASED ARBITRAGE Empirical Finance, LLC 3830 Kelley Avenue
Cleveland OH 44114
Financial services, investment advice, investment management, ...
EMPIRITRAGE Empirical Finance, LLC 3830 Kelley Avenue
Cleveland OH 44114
Financial services, investment advice, investment management, ...
EMPIRITRAGE EMPIRICAL-BASED ARBITRAGE Empirical Finance, LLC 3830 Kelley Avenue
Cleveland OH 44114
Financial services, investment advice, investment management, ...
EMPLOYEE HEAVEN American National Investment Advisors, LLC Suite 500
2001 Butterfield Road
Downers Grove IL 60515
Financial services, investment advice, investment management, ...
ENDOWMENT PLUS PARADIGM Rocky Mountain Wealth Concepts 2120 Carey Ave., Ste. 300
Cheyenne WY 82003
Financial services, investment advice, investment management, ...
EURIS CAPITAL PARTNERS EURIS D.O.O. Ilica 7 / II
HR
Zagreb 10000
Croatia
Financial services, investment advice, investment management, ...
EXPERIENCE THE DIAMOND STANDARD SCF Securities, Inc. 155 E Shaw Avenue, Ste 102
Fresno CA 93710
Financial advisory and consultancy services; Financial ...
FACTOR FUNDS DKM Capital Management, LLC 81 Orchard Street
Cos Cob CT 06807
Equity capital investment; Financial and investment ...
FAQTORFUNDS FFCM LLC 131 Dartmouth Street, Suite 501
Boston MA 02116
Equity capital investment; Financial and investment ...
FF Founders Financial Securities LLC 1020 Cromwell Bridge Road
Towson MD 21286
Financial investment brokerage services; Financial management; ...
FINANCE 'N STILETTOS Harris and Harris Wealth Management Group, LLC 17541 Eleanor Lane
Upper Marlboro MD 20774
Financial services, coordination, within a single ...
FINANCIAL PLANNING FOR MY GENERATION Gen Y Planning, LLC 3853 Georgia Avenue North
Crystal MN 55427
Financial services, investment advice, investment management, ...
FINDOM Findom LLC 710 Centerpark Dr. #120
Colleyville TX 76034
Financial services, investment advice, investment management, ...
FIRST BEVERAGE GROUP FIRST BEVERAGE GROUP, LLC Suite 850
11100 Santa Monica Boulevard
Los Angeles CA 90025
Financial services in and for the ...
FIRST LAWYERS TRUST COMPANY ALPS Corporation P.O. Box 9169
The Florence Building, Suite 109
Missoula MT 59807
TRUST SERVICES, INVESTMENT AND TRUST COMPANY ...
FIRST TRUST CAPITAL STRENGTH First Trust Advisors L.P. Suite 300
1001 Warrenville Road
Lisle IL 60532
Financial services, investment advice, investment management, ...
FISCALLY RESPONSIBLE FOREIGN EQUITY PORTFOLIO Summit Wealth Management, Inc. 5337 Millenia Lakes Blvd, Suite 225
Orlando FL 32839
Financial services, investment advice, investment management, ...
FORTUNE PRIVATE EQUITY Yong Li 620 Vale Drive
Morganville NJ 07751
Financial services, investment advice, investment management, ...
FULCRUM FINANCIAL GROUP Fulcrum Financial Services, LLC Suite 400
8601 Six Forks Road
Raleigh NC 27615
Financial services, investment advice, investment management, ...
GARNET ASSET MANAGEMENT John Schroer 5090 E Perry Pkwy
Greenwood Village CO 80121
Financial services, investment advice, investment management, ...
GATES CAPITAL MANAGEMENT Gates Capital Management, Inc. 32nd Floor
1177 Avenue of the Americas
New York NY 10036
Financial services, investment advice, investment management, ...
GEN Y PLANNING Gen Y Planning, LLC 3853 Georgia Avenue North
Crystal MN 55427
Financial services, investment advice, investment management, ...
GENERATION STRATEGIC FIRST CITIZENS BANCSHARES, INC. 4300 SIX FORKS ROAD
RALEIGH NC 27609
Financial services, investment advice, investment management, ...
GLOBAL ENERGY INVESTORS Global Energy Investors, LLC 1643 Monument Street
Concord MA 01742
Financial services, investment advice, investment management, ...
GRANDPARENTS INVESTMENT PLANS Grandparents Insurance Plans LLC 6663 Casa Grande Way
Delray Beach FL 33446
Financial services, investment advice, investment management, ...
GREEN BRIDGE WEALTH MANAGEMENT Green Bridge Wealth Management LLC 175 Washington St. Ste. C14
Winchester MA 01890
Financial advice; Financial advice and consultancy ...
GRG The Greatest Good 227 West Monroe Street, Suite 4900
Chicago IL 60606
Financial and investment services, asset ...
GTI GTI HOLDINGS LLC 28TH FLOOR
540 MADISON AVENUE
NEW YORK NY 11103
Financial services, investment advice, investment management, ...
GTI CAPITAL GROUP AURORA PARTS & ACCESSORIES LLC 500 SOUTH ENTERPRISE DRIVE
LEBANON IN 46052
Financial services, investment advice, investment management, ...
GTI GTI GROUP GTI HOLDINGS LLC 28TH FLOOR
540 MADISON AVENUE
NEW YORK NY 10022
Financial services, investment advice, investment management, ...
GURTIN FIXED INCOME Gurtin Fixed Income Management LLC 440 Stevens Avenue, Suite 260
Solana Beach CA 92075
Financial services, investment advice, investment management, ...
GURTIN FIXED INCOME Gurtin Fixed Income Management LLC 440 Stevens Avenue, Suite 260
Solana Beach CA 92075
Financial services, investment advice, investment management, ...
GURTIN MUNICIPAL ALPHA FUND Gurtin Fixed Income Management LLC 440 Stevens Avenue, Suite 260
Solana Beach CA 92075
Financial services, investment advice, investment management, ...
GURTIN MUNICIPAL VALUE FUND Gurtin Fixed Income Management LLC 440 Stevens Avenue, Suite 260
Solana Beach CA 92075
Financial services, investment advice, investment management, ...
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.