| Name | Title | Contact Details |
|---|
Founded in 2016, Socium Fund Services provides innovative and client-focused solutions for the alternative investment industry. We deliver tailored fund administration services to private equity, venture capital, private credit, and real estate investment funds utilizing best-in-breed technology designed to handle the unique complexities of closed-end private capital funds, including the full automation of carried interest waterfalls. Clients are serviced by experienced leaders with deep experience in fund administration and investment management. Our mission is to provide the most value-added outsourced services possible enabling our clients to focus on growth. Socium combines Experienced People + Innovative Technology + Competitive Pricing, creating a scalable and cost effective solution for General and Limited Partners. In April 2022, Socium Fund Services was acquired by Suntera Global, a multi-jurisdictional provider of fund, corporate and private wealth services.
Teachers Federal Credit Union is a Farmingville, NY-based company in the Financial Services sector.
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
Sterling Bancorp operates as the bank holding company for Sterling National Bank that provides a range of banking services to commercial, consumer, and municipal clients in the United States. The company accepts various deposits products, including savings accounts, NOW accounts, checking accounts, money market accounts, club accounts, certificates of deposit and IRAs, and other qualified plan accounts, as well as commercial checking accounts and other products for businesses. Its loan portfolio comprises commercial real estate loans, commercial and industrial loans, residential mortgage loans, and consumer loans, as well as acquisition, development, and construction loans to builders. In addition, the company offers wealth management services. As of September 30, 2013, it operated 34 full-service financial centers, which included 11 in Orange County and 11 in Rockland County, as well as 9 offices in Ulster, Sullivan, Westchester, and Putnam Counties in New York; 2 offices in New York City; and 1 office in Bergen County, New Jersey. Sterling Bancorp was founded in 1888 and is headquartered in Montebello, New York.