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Cambridge Associates is a global investment firm. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios to generate outperformance so they can maximize their impact on the world. With more than 45 years of institutional investing insights, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Cambridge Associates currently maintains offices in Boston; Arlington, VA; Beijing; Dallas; London; Munich, Menlo Park, CA; New York; San Francisco; Singapore; and Sydney. Cambridge Associates consists of six global investment affiliates that are all under common ownership and control.
Apollo Global Management, LLC (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) is one of the world`s leading alternative asset managers. Since its founding in 1990, Apollo`s rigorous, value-oriented approach has sought to create uncommon opportunities for investors to achieve superior risk-adjusted results throughout market cycles. Apollo takes many paths to value, operating as one integrated global platform with over $240 billion of assets under management in private equity, credit and real assets. Funds managed by Apollo seek to invest in companies that are good corporate citizens, that have sound environmental, social and governance practices.
Gerken Capital Associates is a Mill Valley, CA-based company in the Financial Services sector.
Partner Tech Corp. is a Irvine, CA-based company in the Financial Services sector.
Lovell Minnick Partners is a private equity firm focused on investments in financial services, financial technology and related business services. We partner with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Since our inception in 1999, we have become a leader in our chosen space, raising $3.5 billion of committed capital from leading institutional investors. To date, we have completed more than 50 portfolio company investments. With offices in Philadelphia, Los Angeles, and New York, we are a private equity firm which seeks to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments. Some of the areas in which we specialize include financial technology; payments; insurance brokerage and services; wealth and asset management; and related business services.