TA Associates

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.

The CAPROCK Group is a multi-family office which helps to grow their clients by giving financial solutions.

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.

Fairstone is a national financial advisory and wealth management group based in Newcastle, UK. Established in 2008, it operates a unique model in the financial services industry, catering to both retail and corporate sectors. The company combines market knowledge, specialist expertise, and advanced technology to deliver high-quality, cost-effective financial solutions. Fairstone encompasses the UK's largest Chartered Financial Planning firm and provides a range of services, including financial advisory, Discretionary Fund Management, wealth management, property finance, and estate planning. With 36 regional locations and management hubs in London and Bristol, Fairstone has a robust national presence. The firm has experienced consistent growth exceeding 20% annually, boasting over 300 financial advisers who serve approximately 41,000 clients with investments and pension assets totaling £7 billion. Fairstone aims to achieve annual revenues surpassing £100 million, maintain an EBITDA margin above 10%, and manage client funds amounting to £15 billion.

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services across 40 states. Established in 1997, Wealth Enhancement Group currently has over 10,000 households that entrust them with $4.7 billion in assets as of 3/31/15. Wealth Enhancement Group specializes in providing retail mass affluent and affluent clients with the comprehensive expertise and resources that are typically available only to large institutional investors and the ultra-wealthy. Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has 13 offices throughout Minnesota, Iowa and Illinois.

Merian Global Investors, established in June 2018, is an independent asset management firm based in London, England. The company emerged following the acquisition of the single-strategy investment capabilities of Old Mutual Global Investors by its management team and the private equity firm TA Associates. Merian Global Investors focuses on building a specialized asset management business that emphasizes the value of active investment management tailored to meet client expectations. The firm aims to attract and retain skilled investment professionals who are experts in their respective fields, providing them with the necessary operational, risk management, and distribution support to excel. This approach allows investment professionals to operate independently without the constraints of a centralized investment view.

Prudent Corporate Advisory Services Limited, established in 2000 and headquartered in Ahmedabad, India, specializes in personal and corporate investment planning. The firm offers a diverse range of financial services, including mutual funds, life and general insurance, stock broking, fixed income products, and real estate services. Prudent has developed a comprehensive approach to wealth management, providing clients with tailored solutions that encompass various investment avenues such as equities, derivatives, and commodities. The company emphasizes careful analysis and professional guidance, ensuring that clients receive informed recommendations suited to their financial goals. Over the years, Prudent has built a solid reputation and an extensive client base, reflecting its commitment to quality and specialized financial services.

Fisher Funds operates as a specialist investment manager. Our passion is our profession and we can focus solely on delivering great investment returns and superb client service. Our entire team is charged with ensuring you have a successful investing experience so I invite you to take us up on that.

Yarra Capital Management is a prominent independent fund manager based in Australia, recognized for its strong presence in the local market. The firm specializes in serving both institutional and retail clients, providing a range of services that include advisory, investment management, and financial services. By catering to corporations, financial institutions, government agencies, and individual investors, Yarra Capital Management aims to deliver tailored fund management assistance, enhancing its clients' investment strategies and financial outcomes.

Russell Investments is a privately owned global asset management firm that provides investment management and advisory services to a diverse clientele, including institutional investors, financial advisers, corporations, pension funds, charities, and high net worth individuals. Established in 1936 and headquartered in Seattle, Washington, with additional offices in major U.S. cities and internationally, the firm specializes in managing customized portfolios and a range of mutual funds encompassing equity, fixed income, and alternative investments. Russell Investments employs in-house research and fundamental analysis to guide its investment strategies across public equity, fixed income, and alternative markets, such as private equity and real estate securities. The firm is dedicated to helping clients achieve their investment goals through comprehensive advice, asset allocation, and portfolio implementation.

NorthStar exists to innovate and develop products and services, strengthen their partners, and provide tools and resources to empower investment advisors. With over 650 employees and $300 Billion in assets under management and administration, NorthStar Financial Services Group, LLC is a holding company for several subsidiaries. Each company offers unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar provides accounting, human resources, marketing, legal, and sales leadership for all its subsidiaries.

Söderberg & Partners is a wealth management firm based in Stockholm, Sweden, established in 2004. The company provides a diverse array of services, including life and non-life insurance consulting, pension plans, fund investments, and savings. It also offers advisory services to institutions, municipalities, and counties regarding pension assets and other asset management needs. The firm's assets are managed by a dedicated executive management team, ensuring a focus on delivering tailored financial solutions to meet the needs of its clients.

DNCA Finance is a privately owned investment manager. The firm employs a fundamental analysis with a bottom-up stock picking approach to manage its funds.

DNCA Finance is a privately owned investment manager. The firm employs a fundamental analysis with a bottom-up stock picking approach to manage its funds.

Stadion Money Management, LLC is a privately owned investment management firm based in Watkinsville, Georgia, founded in 1991. The firm specializes in providing retirement account management services primarily to individuals, including high net worth clients and various institutional investors such as pension plans and government entities. Stadion Money Management offers customized investment strategies and manages separate client-focused portfolios as well as mutual funds. The firm invests in public equity and fixed income markets globally, aiming to help clients prepare for retirement through personalized investment solutions and support. Stadion Money Management operates as a subsidiary of TA Associates, Inc.

Evanston Capital Management, LLC is an alternative investment management firm established in 2002 that specializes in multi-manager hedge fund programs aimed at institutional and high net worth investors. The firm focuses on managing a variety of strategies that emphasize concentrated portfolios and seeks out high-conviction portfolio managers. Evanston Capital Management offers both commingled funds and customized hedge fund solutions tailored to meet the specific needs of its clients. The firm prides itself on delivering competitive performance along with a transparent investor experience, providing detailed and timely reporting. As of May 2014, Evanston Capital Management managed approximately $4.8 billion in assets and maintained around 300 institutional investor relationships.

RGM Advisors is a quantitative trading firm located in Austin, Texas, specializing in trading equities and futures. The firm employs scientific methods and advanced computational techniques to enhance its trading strategies. Utilizing machine learning and big data analysis, RGM Advisors leverages significant computing resources to extract valuable insights and develop systems that react to real-time market conditions. By taking short-term positions across a wide range of instruments, RGM Advisors aims to optimize trading performance through data-driven decision-making.

First Eagle Investment Management is an independent firm based in New York City that has been operating since 1864. It manages assets for both institutional and individual clients, with a focus on providing prudent stewardship and earning client trust. The firm emphasizes absolute returns and downside protection as its primary investment goals. First Eagle specializes in private debt investments in North America and offers various debt facilities, including asset-based lending and loans. In December 2019, the firm expanded its credit assets under management to $23 billion through the acquisition of THL Credit.

K2 Advisors Holdings LLC, based in Stamford, Connecticut, is a prominent hedge fund investment advisory firm and a subsidiary of Franklin Resources Inc. Founded in 1994, K2 has evolved from a small organization with less than $10 million in assets under management to one of the largest multi-billion dollar firms in the industry. The firm specializes in providing integrated hedge fund product solutions to a diverse clientele, including institutional investors, corporations, pension funds, insurance companies, foundations, and endowments. K2 Advisors emphasizes a disciplined investment philosophy focused on prudent capital allocation and sophisticated risk management, aiming to generate steady asymmetric returns across various economic conditions. The firm employs a range of hedge fund strategies designed to achieve lower volatility and reduced correlation with broader capital markets. K2 offers a variety of products, including custom-tailored investment programs, commingled funds of hedge funds, and hedge fund investment advisory services, all aimed at meeting the unique needs of its sophisticated investor base.

Jupiter Fund Management Plc is a publicly owned investment manager based in London, United Kingdom. Established in 1985, the firm specializes in managing a diverse range of investment products, including mutual funds, hedge funds, client-focused portfolios, and multi-manager offerings. Jupiter invests in public equity markets across the U.K., Europe, and global emerging markets, as well as in fixed income markets and absolute return funds. The firm aims to deliver medium to long-term outperformance for its clients, serving both retail and institutional investors attracted to its active approach to asset management.

Advisory Research, Inc. is a privately owned investment manager based in Chicago, Illinois, founded in 1974. The firm specializes in providing money management services to high-net-worth individuals and various institutional clients, including banking institutions, investment companies, pension plans, university endowments, and foundations. Managing over $6.3 billion in total assets, Advisory Research focuses on separate client-oriented equity portfolios and also launches and manages equity mutual funds and hedge funds. The firm primarily invests in value stocks across micro-cap, small-cap, mid-cap, and large-cap companies, employing a long-term investment strategy. Its investment approach is characterized by fundamental analysis and a bottom-up stock picking methodology, supported by in-house research. The firm also engages in international investments, targeting companies with specific market capitalization thresholds. Advisory Research operates as a subsidiary of Ostara Inc.

The Murrayhill Company services provided clients, security issuers, and investors with a competitive advantage through servicer oversight and transparent reporting on MBS and ABS securities. Using a patent-pending risk-filtering process, Murrayhill analyzed raw data collected from loan servicers and trustees and identified situations that presented a risk to the investor.

GlobeOp Financial Services specializes in turnkey, state-of-the-art, automated middle- and back-office support services and fund administration for hedge funds, fund managers and high net worth family wealth managers. The company provides independent services essential to the successful operation of private investment entities with activities ranging across a wide spectrum of traded instruments. GlobeOp completed its IPO in July 2007.

Founded in 1991, Clinton Group is a SEC Registered Investment Advisor that invests globally across multiple alternative investment strategies. The firm has successfully adapted to the changing global investment environment and prospered through two decades of challenging market conditions. This long-term track record rests on a breadth of expertise, an agile investment strategy and a deep infrastructure.

Chartered Marketing Services direct-marketed membership-based and insurance products through mortgage, checking account, utility and inbound customer support channels.

Altamira Financial Services provides brokerage, private wealth services, financial, and retirement planning services to its clients.

UBS Realty Investors is an institutional investment advisor that managed real estate equity assets on behalf of its clients.