Carlyle Group, founded in 1987, is a global alternative asset manager primarily focused on private equity, real assets, and market strategies. With over $81 billion in equity capital under management, the firm operates across various investment sectors, including leveraged buyouts, venture capital, real estate, and leveraged finance. Carlyle employs more than 575 investment professionals across 21 countries, overseeing a diverse portfolio that includes companies employing over 286,000 individuals worldwide. The firm has established multiple specialized funds, targeting sectors such as information technology, healthcare, and consumer products in regions spanning North America, Europe, and Asia. Carlyle's investment approach emphasizes long-term value creation, aiming for substantial capital appreciation by partnering with businesses and management teams to maximize their potential. This extensive network and commitment to diverse asset classes enable Carlyle to attract a broad base of institutional and private investors globally.
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.
Galway Holdings specializes in the fields of financial services, finance, and insurance. Galway manages over $7 billion of insurance premiums, employs over 3,100 associates, and operates over 100 offices serving all 50 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.
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.
Athena Art Finance is a specialty finance company based in New York that provides loans secured by high-value fine art collections. Its services cater to the global art market, focusing on debt origination, portfolio management, and the distribution of art-backed credit risk. The company operates as a subsidiary of YieldStreet and is financially supported by private equity sponsors, including The Carlyle Group and Pictet Group. Through its platform, Athena Art Finance aims to offer tailored lending solutions to art collectors and investors.
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.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. 5,000 financial services organizations, from the world's largest to local financial services organizations, manage and account for their investments using SS&C's products and services. These clients in the aggregate manage over $16 trillion in assets.
Trema Group
Venture Round in 2005
As of July 31, 2006, Trema Group was acquired by Wall Street Systems Delaware, Inc. Trema Group provides treasury and asset management software for corporations and financial institutions. It offers TremaSuite, a versatile treasury and asset management suite that includes transaction and risk management, cash management, commercial loan management, portfolio and performance management, and accounting modules; and TremaOne, which combines breadth of treasury functionality with end-to-end integration and automation capabilities, as well as covers various processes ranging from cash management to dealing, risk management, and accounting. The company was founded in 1992 and is headquartered in London, the United Kingdom with additional offices in Europe and North America.
Worldzen Holdings
Venture Round in 2003
Worldzen Holdings provides consulting and business process outsourcing services in financial services, insurance, and healthcare industries.
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.