| Name | Title | Contact Details |
|---|
Stifel Financial Corporation is one of the leading companies in the Financial Services sector.
GL Advisor is a Waltham, MA-based company in the Financial Services sector.
Quadrant Management Inc is a New York, NY-based company in the Financial Services sector.
Zimmerman Financial Group is a Saint Paul, MN-based company in the Financial Services sector.
Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including Delaware statutory trusts and qualified opportunity zone funds. Founded in 2012, the investor-centric company has quickly grown to have completed more than $2.5 billion in transaction volume, as of December 23, 2020. The firm is a leading sponsor of Delaware statutory trust offerings for investors seeking replacement property as part of a Section 1031 exchange and cash investors. Based on current market conditions, Capital Square strategically focuses on multifamily and healthcare properties for most of its DST offerings. The company sponsors turn-key real estate investment offerings with low investment minimums to provide investors access to larger and higher quality real estate than they would be able to acquire on their own. The investment management firm launched its first qualified opportunity fund in July 2019 for investors seeking the benefits of qualified opportunity zone investing as a result of the Tax Cuts and Jobs Act of 2017.