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Our Clients

 

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BP Capital is an SEC-registered investment advisor with decades of combined energy investing experience. We seek to build portfolios that preserve capital throughout the energy cycle while providing investors with exposure to the unique technologically-driven growth taking place in the United States oil and gas industry.
 
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Brentview Investment Management, LLC is a boutique money manager with a singular focus on dividend growth investing.

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CrossingBridge Advisors, LLC (“CrossingBridge”) was founded in December 2016 and became an SEC registered investment adviser in February 2017. CrossingBridge is a wholly-owned subsidiary of Cohanzick Management, LLC (“Cohanzick”). Cohanzick was founded in 1996 by David Sherman and became an SEC registered investment advisor in April 2009.
 
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Non-correlated, tactical strategies with a fraction of the market volatility implemented across equities, bonds, currencies, and commodities.
 
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Deep Field Asset Management is a value-focused, long-term oriented global investment manager making long and short equity investments.
 
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Crawford is a $7.0 billion investment management firm with a 40 year legacy of serving both institutional and individual investors.

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Edly allows investors to invest in the education of students and get paid a percentage of the students’ future earnings.
 
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Focus on curating portfolios of properties in the Westside region of Los Angeles, a proven market where demand consistently outweighs supply.
 
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Long Short Advisors, LLC (LSA) is a Philadelphia-based investment advisor that focuses on finding undiscovered, boutique investment strategies not readily available to the everyday investor.
 
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Gator manages a concentrated portfolio of off-the-run Financial sector stocks. Specializing in special situations and Financial companies with complex balance sheets.
 
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Kensington Asset Management specializes in data-driven, quantitative decision models that apply to the equity and fixed income markets.

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We are committed to providing our valued clients with compelling investment performance and outstanding client service.
 
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Express Capital Funding

Express Capital is a commercial lender with over 20 years in the financial sector. Express Capital makes the borrowing process simple, fast and transparent for businesses nationwide.

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At Diazo Wealth Group we are a planning first firm that builds out a financial independence blue print for each of our clients. 

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Founded in 1969, Connors originally focused on publishing research for financial advisors around the country. Today, Connors continues to do its own research and in-depth analysis and concentrate efforts on investment management.

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Hodges Capital is an investment advisory firm managing assets for institutions, endowments, family offices, and individuals. Hodges Capital is also the advisor to five mutual funds. Hodges Capital was founded in Dallas Texas in 1989 by Don and Craig Hodges. The Hodges Family has been involved in assisting clients with their investment needs for over 25 years.

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Well supported advisory businesses are well positioned to create long-lasting, positive client investment experiences. We seek to empower those relationships with a comprehensive, yet flexible approach to asset management technology and services.

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Greenbox Capital

Greenbox Capital is a commercial lender for small to mid-sized businesses. They provide alternative business funding in all industries across the United States, Puerto Rico, and Canada.

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Founded in New York in 2000, Matrix is a fintech service bureau offering a suite of products and services for institutional fixed income trading. We work hands-on with our clients to identify an optimal service mix, from simple position management to high volume settlements. We leverage our extensive technical experience, a deep network across the finance industry and a team of ops, regulatory and legal gurus to deliver bespoke managed services for big-name firms worldwide.

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Established in 2001, South Street Securities is a FINRA-regulated broker/dealer that concentrates on Repo Cash Investment and Repo Security Financing Services. We are a Tier 1 member of Fixed Income Clearing Corp (FICC) with full Repo netting rights. South Street Securities is the only broker-dealer with a Tier 1 FICC membership that focuses on repo financing and repo cash investment.

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Semper Capital Management, L.P. offers clients access to multiple investment products ranging from custom managed accounts to public mutual funds. Semper has been an SEC registered investment advisor since 1992 and manages over $2 billion in assets.

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True North, an initiative launched by Semper Capital Management, L.P. and CAVU Securities, LLC with the understanding that value is derived just as much from giving back as it is from making a profit, is a corporate mandate to make a positive contribution to the veteran community and in doing so, help inspire our peers to prioritize making investments in their communities.

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Timber Point Capital Management is a New York-based, boutique investment management firm providing alternative and multi-asset solutions to a wide range of clientele including independent financial advisers, registered funds, institutions and private clients.

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Sutter employs a comprehensive and consultative approach to Wealth Management. We spend considerable time reviewing your current situation and what it will take for you to achieve your goals. We put together an action plan for you to follow in pursuit of your goals in hopes that you can live life the way you want to live.

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Since 2003, Virtus has defined the leading edge of alternative property investment and cycle-resilient real estate strategies.
Virtus focuses exclusively on niche property types such as Senior Living, Medical Office, Student Housing, Workforce Housing, Self-Storage, and Education Assets. With over $4.4 billion dollars of combined acquisition value, we are one of the most experienced investors in our sector, having launched 43 investment vehicles comprising over 245 assets.

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Since 2013, Liquid Strategies has been applying an investment overlay to traditional bond and stock portfolios, creating practical solutions for managing clients’ cash flow and growth objectives. Overlay Shares eliminates past inhibitors of overlay adoption to make this strategy available to a broader investment community.

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