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The IIMI gives a voice to independent, owner-managed firms that are entirely focused on and aligned with the interests of their clients and investors. Since 2010, an old fashioned “client-centric” approach has enabled entrepreneurial firms in the Square Mile and beyond to emerge as a growing force in a financial industry dominated by global ...
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Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
In June 2024, the firm announced its 401(k) Solutions business for small to mid-sized retirement plans would be spun off into an independent company called Fisher Retirement Solutions. [ 8 ] [ 9 ] The firm incorporated Fisher Investments Europe Limited in 1999 with its headquarters in London. [ 10 ]
Pathway Capital Management (Pathway) is an American private markets firm headquartered in Irvine California. The majority of the firm's assets are in private fund of funds strategies for institutional investors. [2] In 2020, Preqin ranked the firm as the fifth-largest fund of funds globally with $62 billion in assets under management. [3]
Bridgeway Capital Management Inc. ("Bridgeway") is a U.S. asset manager based in Houston, Texas offering statistically driven institutional investment strategies, mutual funds, and sub-advisory services. Bridgeway specializes in domestic equities, and is the adviser for Bridgeway Funds, the company's family of nine no-load mutual funds.
The committed capital includes $780 million for DCM IX, its largest global fund to date, and $100 million for its third A-fund dedicated to global early-stage investments. [ 11 ] [ 12 ] Since its last fund, DCM has had 17 liquidity events, including Careem (acquired by Uber), Pony.ai, Wrike and Musical.ly (now TikTok ).