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Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting. Our clients range from venture capital-funded startups and emerging growth companies to Fortune 100 companies. Drawing upon more than a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele. Capital Advisors Group manages customized separately managed accounts (SMAs) that seek to protect principal and maximize risk-adjusted returns within the context of each client`s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ® money market fund research; CounterpartyIQ® aggregation and credit analysis of counterparty exposures; risk assessment on short-term fixed income securities and portfolios; and independent debt finance consulting services. Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
Hermosa Capital Management is a Hermosa Beach, CA-based company in the Financial Services sector.
Mohr Davidow Ventures (MDV) is one of the leading companies in the Financial Services sector.
Matthes Capital Management is a San Francisco, CA-based company in the Financial Services sector.
ITWP is the holding company of both Toluna, Harris Interactive (and more recently KuRunData), and is focused on investing in businesses that provide powerful insights at the speed of technology. ITWP has become one of the leading digital market research companies worldwide, with a strong focus on digital and automation.