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Bertolas is a Anoka, MN-based company in the Financial Services sector.
Liberty Gateway Asset Management Co. is a Jersey City, NJ-based company in the Financial Services sector.
Kidd and Company is one of the leading companies in the Financial Services sector.
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
Garrison Investment Group is a middle market credit, distressed and asset based investor. The firm was founded in 2007 and is headquartered in New York. We are a multi-strategy investment manager that deploys capital in opportunities across Corporate Finance (lending and distressed), Financial Assets (commercial, industrial and consumer loans as well as hard asset lending and structured finance), and Real Estate (equity and debt). Our team of experienced professionals enables us to source and execute defensible transactions across our multiple investing disciplines. Garrison manages investor capital through a diversified set of vehicles including private equity format funds and corporate credit lending funds as well as separately managed accounts. In addition, we manage collateralized loan obligations (CLOs) through our affiliate, Garrison Loan Management, and a business development company, Garrison Capital Inc.