TA X

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

Caprock Group is a multi-family office based in Boise, Idaho, established in 2005. The firm focuses on providing customized financial solutions for high-net-worth individuals and families, managing their entire balance sheet through long-term planning and asset management. By acting as outsourced Chief Investment Officer and Chief Financial Officer, Caprock Group brings structure and order to the financial affairs of affluent families. The firm specializes in alternative assets, private equity, venture capital, hedge funds, and private wealth management. Additionally, Caprock Group invests in technology to enhance transparency and deliver comprehensive performance reporting to its clients. The assets are managed by an experienced executive team dedicated to fulfilling the unique financial missions of each family they serve.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, specializing in fund administration and middle office solutions. Established in 2003, the firm offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. Apex has developed a single-source solution that includes fund services, digital onboarding, depositary and custody services, as well as business services such as HR and payroll. Additionally, the Group provides a pioneering ESG Ratings and Advisory service for private companies. With over 720 staff across 35 offices, Apex administers assets totaling approximately $80 billion, serving some of the largest funds and institutional investors worldwide. The firm also offers various platforms, including those tailored for emerging managers and Shariah-compliant funds, enhancing its ability to meet diverse client needs.

Fairstone is a financial advisory and wealth management group that specializes in providing personalized financial advice to both individuals and businesses. The firm focuses on a range of services, including retirement planning, savings and investments, mortgage systems, and estate planning. By offering informative guidance, Fairstone aims to assist clients in making informed decisions regarding their financial futures.

Wealth Enhancement Group is a financial services firm that provides customized financial planning and investment management solutions. The company focuses on assisting clients, particularly high net-worth individuals and mass affluent clients, in navigating the complexities of their financial lives. By offering comprehensive services that include investment management, tax strategies, insurance, and estate planning, Wealth Enhancement Group aims to simplify the management of multiple financial relationships. The firm emphasizes the importance of behavioral finance to help clients make informed decisions, ultimately reducing their stress and enhancing their confidence in financial matters.

Merian Global Investors formed in June 2018 when its management team, together with funds operated by the global growth private equity firm, TA Associates, acquired the “single-strategy” investment capabilities of Old Mutual Global Investors. As an independent firm, they are committed to continuing to build a successful, specialized asset management business. Central to the future of their business is a belief that their clients appreciate the value of active investment management when it delivers what they reasonably expect. Their strategy is to seek to attract and retain talented investment professionals, who are experts in their particular fields, and to provide them with the operational, risk management and distribution environment and support they need in order to thrive, yet without encumbering them with a blunt “house view” imposed by a chief investment officer.

Incorporated in 2000 with a clear vision of providing professional services in the area of personal and corporate investments, Prudent group has created a niche segment over a period of time with an excellent quality client base with in-house capability of analyzing various products on various parameters before suggesting them to clients. The team approach has worked wonders and in the short span of over one and a half decade. The Prudent Group has expanded its horizon by offering specialized services in the areas of Personal & Corporate Investment Planning through Mutual Funds, Equities, Derivatives, and Third Party Products.

Fisher Funds is a specialist investment manager based in Auckland, New Zealand, established in 1998. The firm focuses on delivering strong investment returns by investing in high-quality businesses. It aims to make investing enjoyable and understandable for New Zealand investors, ensuring that clients have a successful investing experience. The investment management team oversees the firm's assets, emphasizing excellent client service and a commitment to demystifying the investment process.

Yarra Capital Management is a leading active and independent Australian fund manager with a strong heritage in the local market.

Russell Investment Management Ltd. is a privately owned investment manager based in Sydney, Australia. The firm caters to institutional investors, financial advisers, and individual clients by offering a range of services that include advice, investments, and implementation. It specializes in managing equity, fixed income, balanced, and multi-asset mutual funds, investing across global public equity and fixed income markets. Russell Investments is noted for its actively managed multi-asset portfolios and leverages its expertise in capital market insights, manager research, asset allocation, and portfolio implementation to assist clients in achieving their investment goals. The firm operates as a subsidiary of Russell Investment Group Pty Ltd.

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 an advisor and distributor of insurance and financial products. Their systems are developed internally, and they have large IT departments. The systems give their clients a complete overview of their finances and pensions as well as assist their advisors and administrators

DNCA Finance is a privately owned investment manager based in Paris, France. The firm specializes in asset management services, focusing on equities, bonds, convertible products, and absolute return strategies. Utilizing a fundamental analysis approach with a bottom-up stock picking methodology, DNCA Finance aims to provide clients with diverse investment opportunities that encompass both public and private sectors. This strategy allows the firm to offer alternative and stable investment options tailored to meet client needs.

Stadion Money Management, LLC, a Watkinsville, GA-based investment management firm.

Evanston Capital Management, LLC (“ECM”) is an alternative investment management firm focused on providing multi-manager hedge fund programs for institutional and high net worth investors. Formed in 2002, ECM manages a variety of strategies emphasizing more concentrated portfolios, and ECM seeks to identify portfolio managers in which ECM has gained high conviction. ECM manages commingled funds and offers customized solutions to clients looking to tailor their hedge fund program. ECM has approximately 300 institutional investor relationships and approximately $4.8 billion in assets under management as of May 1, 2014.

RGM Advisors is a quantitative trading firm that applies scientific methods and computing power to trading in equities and futures. Based in Austin, Texas, we trade on a proprietary basis, taking short-term positions in thousands of instruments.

First Eagle Investment Management is an independent firm that manages assets for institutional and individual clients. First Eagle is committed to providing prudent stewardship of clients’ assets and to earning their abiding trust. They focus on absolute returns and a dedication to downside protection remains their primary goal. First Eagle Investment Management is headquartered in New York, New York.

K2 Advisors is a hedge fund investment advisory firm founded in 1994 and based in Stamford, Connecticut. Initially managing less than US$10 million, K2 has grown to become 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 of institutional and high net worth investors, including corporations, pension funds, insurance companies, foundations, and endowments. K2's investment philosophy emphasizes prudent capital allocation and rigorous risk management, aiming to generate steady asymmetric returns across various economic conditions. The firm employs a variety of hedge fund strategies designed to exhibit lower volatility and reduced correlation to broader capital markets. Its offerings include custom-tailored discretionary and non-discretionary investment programs, commingled funds of hedge funds, and comprehensive hedge fund investment advisory services. K2 Advisors is now part of Franklin Templeton Investments, following an acquisition of a majority interest in K2 Advisors Holdings.

Jupiter Fund Management Plc is a prominent investment manager based in London, United Kingdom, founded in 1985. The firm manages a diverse range of investment products, including mutual funds, hedge funds, and customized portfolios for both retail and institutional clients. Jupiter focuses on generating long-term outperformance by investing in public equity markets across the U.K., Europe, and global emerging markets. Additionally, the firm engages in fixed income investments and offers multi-manager products, fund of funds, and absolute return strategies. Over the years, Jupiter has evolved from a specialist investment boutique into a well-established fund management group, attracting a broad client base through its active asset management approach.

Advisory Research, Inc. is a privately owned investment management firm based in Chicago, Illinois, founded in 1974. The firm specializes in providing investment services to a diverse clientele, including high-net-worth individuals, institutions, endowments, foundations, corporations, and government entities. It manages separate client-focused equity portfolios and offers private funds, including equity mutual funds and hedge funds. Advisory Research primarily invests in value stocks across various market capitalizations, focusing on micro-cap, small-cap, mid-cap, and large-cap companies. The firm employs a fundamental analysis and bottom-up stock picking approach, conducting in-house research to inform its investment decisions. By delivering actively managed investment strategies and personalized client service, Advisory Research aims to achieve competitive risk-adjusted returns while fostering a collaborative culture among its investment professionals. The firm operates as a subsidiary of Ostara Inc.

The Murrayhill Company specializes in providing technology and services for credit risk management, primarily focusing on monitoring defaulted loans and enhancing loan-pool performance for clients in the banking sector. It offers servicer oversight and transparent reporting on mortgage-backed securities (MBS) and asset-backed securities (ABS), giving clients, security issuers, and investors a competitive advantage. Utilizing a patent-pending risk-filtering process, Murrayhill analyzes raw data from loan servicers and trustees to identify risks that may affect investors. Through its innovative approach, the company aims to improve the overall efficiency and safety of financial transactions related to credit risk.

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.