Carlyle Group

Apex Group Ltd. is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Apex Group Ltd. is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

Apex Group Ltd. is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

Calastone Limited is an independent transaction network for the mutual fund industry, providing services that include order routing, settlement, reconciliation, and valuation. Founded in 2007 and headquartered in London, the company operates globally with additional offices in Luxembourg, Sydney, Hong Kong, and Taipei. Calastone connects fund managers, distributors, and transfer agents, aiming to make funds more accessible by reducing trading costs and enhancing operational efficiency. With a customer base exceeding 1,700 organizations across 40 countries, Calastone processes over 9 million messages and £170 billion in transactions monthly. The company leverages advanced technology and industry collaboration to minimize operational risks and improve profitability for its clients through digitization and automation.

iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

The Apollo Aviation Group is a multi-strategy alternative investment firm specializing in commercial aviation investing. The firm invests in mid-life and mature commercial aircraft and engines. The group operates several private equity funds in respect of its commercial aircraft leasing and part-out investment strategy. In 2013, it introduced AAG Capital Markets LLC which invests in aviation-related securities through hedge funds, long only funds, and separately managed accounts. The Apollo Aviation Group was founded in 2002 and is headquartered in Miami, Florida with offices in Ireland and Singapore.

Prime Clerk LLC is a bankruptcy claims and noticing agency based in New York, specializing in restructuring and bankruptcy administration. Established in 2013, the company offers a comprehensive range of services including pre-filing preparation, creditor matrix management, claims processing and analysis, balloting and real-time tabulation, and secure disbursements. Prime Clerk also provides strategic communications, call center support, creditor committee services, and customizable claim and voting reports, alongside case-specific websites and virtual data rooms. The firm aims to enhance efficiency and reduce costs in bankruptcy administration by leveraging advanced technology and extensive restructuring experience. As of March 2019, Prime Clerk operates as a subsidiary of Duff & Phelps Corporation.

JenCap Holdings is a premier insurance distribution platform. Our companies are leading specialty insurance and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers, and captive managers. Our approach is centered on driving growth through organic expansion and strategic acquisitions, leveraging industry-leading technology and advanced analytics.

Metropolitan Real Estate Equity Management, LLC is a real estate investment firm that specializes in fund of funds investments, focusing on managing private domestic and international real estate funds. Established in 2002 and headquartered in New York City, with additional offices in San Francisco and London, the firm serves institutions and high net worth individuals. Metropolitan Real Estate exclusively sponsors and manages closed-end private equity real estate multi-manager funds. In 2013, the firm was acquired by the Carlyle Group and became part of its Solutions Group, while maintaining its branding and management team. As of 2021, it operates as a subsidiary of BentallGreenOak (U.S.) L.P.

TCW Group is a Los Angeles-based asset management firm founded in 1971, specializing in a diverse range of investment strategies, including fixed income, equities, emerging markets, and alternative investments. The firm manages a significant portfolio for institutional and individual investors, including corporate and public pension plans, financial institutions, and high net worth individuals. TCW operates one of the largest mutual fund complexes in the United States, offering equity and fixed income mutual funds as well as hedge funds. The firm is known for its in-house research and fundamental analysis, investing across various sectors and global markets. With offices in major cities such as New York, Boston, Chicago, London, Hong Kong, and Tokyo, TCW has built a robust global presence while maintaining a focus on delivering comprehensive asset management solutions.

bfinance is an independent, privately-owned, financial services firm that provides advice and solutions to companies and institutional investors around the globe. They combine specialist expertise with a global perspective to help their clients develop, implement and manage best-in-class investment programmes, as well as financing and treasury solutions. Their Investment Advisory capabilities span all traditional and alternative asset classes. They have advised over 300 of the world’s most sophisticated investing institutions controlling more than $1 trillion in over 25 countries. They deliver high-quality, customised advice. They have earned a reputation for innovative advice, research, reporting and investment manager selection. As client needs evolve, so do their services.

Xpede's mission is to establish and strengthen relationships between financial institutions and their customers through web-based solutions. The company is an Application Service Provider (ASP) that helps lenders quickly establish an online loan presence under their own brand and personalize interactions with their customers. The Internet provides an opportunity to fundamentally change the way financial services are delivered to consumers. Xpede's goal is to enable this change and become the dominant provider of e-commerce solutions to the financial services market. Xpede's innovative software and services solutions web-enable financial processes and optimize the online transaction. Lenders can use these solutions to originate, close and service loans. The software runs on an underlying Java application server and supports a distributed, component-based, thin-client architecture. The server is a highly scaleable transaction processing system that complies with industry standards. Applications are customized for the institutions' specific look and feel and business processes; integrated with legacy back-end systems; and the work flow re-engineered to significantly improve operational efficiencies. Xpede hosts and manages this customized solution on behalf of its customer at a world class data center where the systems are maintained around-the-clock. The company was founded in 1998 and is venture funded by Mayfield Fund, Rosewood Capital and Oak Hill Partners. Xpede's founders include mortgage banking visionaries and veteran entrepreneurs from the Information Technology (IT) industry. In addition, the management team includes successful professionals with financial services and software technology backgrounds.

PrimeStreet powers real-time multi-lender small business finance centers for financial institutions, online customer aggregators, merchants and vertical marketplaces. Their powerful multi-modal, multi-channel eBusiness Finance Network is comprised of a highly scaleable and configurable eFinance transaction platform, and a comprehensive lender network containing more than 35 specially selected financial institutions. The eFinance transaction platform is comprised of modules including fraud check, credit scoring, instant decisioning, intelligent routing, and fulfillment. The front-end is powered by a unique branding engine that simultaneously manages multiple unique Web environments, and their proprietary universal dynamic application ensures an effective and positive user experience. Today this technology powers many finance centers and handles hundreds of applications per day-both on and off-line-including their flagship site, www.primestreet.com, where small business owners can obtain multiple offers for business credit cards, lines of credit, term installment loans, and leases.