| Name | Title | Contact Details |
|---|
AUA Private Equity Partners, LLC (“AUA Private Equity”), based in Florida, is an operationally-focused, lower middle-market private equity firm that makes equity investments in companies in the consumer products and services sectors, with a particular focus on family-owned businesses or companies benefiting from the growth of the U.S. Hispanic population. The firm is led by Managing Partner Andy Unanue, shareholder and former Chief Operating Officer of Goya Foods, Inc., the largest and most successful Hispanic-owned food company in the United States (founded by the Unanue family). He is complemented by a cohesive team of investment professionals with significant institutional private equity experience.
Montgomery Street Financial is a San Francisco, CA-based company in the Financial Services sector.
Century Group Financial Solutions Inc is a Kitchener, ON-based company in the Financial Services sector.
Stonebridge Consultants is a Mississauga, ON-based company in the Financial Services sector.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 15 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had more than $179 billion in assets under advisement and management as of March 31, 2015. The company has operations in 27 countries.