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Oppenheimer and Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients` investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients. Oppenheimer is a wholly owned subsidiary of Oppenheimer Holdings Inc., an integrated financial services holdings company. Oppenheimer Holdings Inc.`s other wholly owned subsidiaries include Oppenheimer Asset Management Inc., Oppenheimer Life Agencies Ltd., and Oppenheimer Trust Company of Delaware. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.
OHA Investment Corporation (Nasdaq:OHAI) is a specialty finance company designed to provide its investors with current income and capital appreciation. OHAI focuses primarily on providing creative direct lending solutions to middle market private companies across industry sectors. OHAI is externally managed by Oak Hill Advisors, L.P., a leading independent investment firm (www.oakhilladvisors.com). Oak Hill Advisors has deep experience in direct lending, having invested approximately $3 billion in nearly 100 direct lending investments over the past 12 years. OHAI was formerly known as NGP Capital Resources Company prior to Oak Hill Advisors assuming the external manager role for the Company on September 30, 2014. OHAI has elected to be regulated as a business development company under the Investment Company Act of 1940.
Garnett and Helfrich Capital is a San Mateo, CA-based company in the Financial Services sector.
Angeles Wealth Management is a national, SEC-registered wealth management firm serving generationally wealthy families. Providing ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors, the firm`s private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, $36B AUA Angeles Investment Advisors, an advisor to prestigious endowments, foundations, and institutions. Angeles Wealth works with the families its serves to understand their unique needs, including generational planning, family dynamics and charitable goals. Founded in 2011, Angeles Wealth is headquartered in Santa Monica, and has offices in New York City, Chicago and Houston.
Patriarch Partners is a New York, NY-based company in the Financial Services sector.