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  2. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...

  3. List of private equity firms - Wikipedia

    en.wikipedia.org/wiki/List_of_private_equity_firms

    First Chicago Bank ^ Madison Dearborn Partners GTCR: Chicago Chicago: 1992 1980 1992 1980 Goldman Sachs: Goldman Sachs Capital Partners. Goldman Sachs Principal Investments Area. New York: 1986 na JPMorgan Chase & Co. CCMP Capital (fka JPMorgan Partners) HPS Investment Partners One Equity Partners: New York New York Chicago: 1984 2007 2001 2006 ...

  4. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    [9] [10] Morningstar's initial public offering occurred on May 3, 2005, with 7,612,500 shares at $18.50 each. [11] The manner in which Morningstar went public is notable. They elected to follow Google's footsteps and use the OpenIPO method rather than the traditional method. This allowed individual investors to bid on the price of the stock ...

  5. Harris Associates - Wikipedia

    en.wikipedia.org/wiki/Harris_Associates

    Harris Associates L.P. is a Chicago-based investment company that has $102 billion under management [2] as of June 30, 2024. Harris manages long-only U.S. equity, international equity, and global equity strategies which are offered through its mutual fund company, the Oakmark Funds, and other types of vehicles.

  6. My Top 10 Portfolio Holdings for 2025

    www.aol.com/finance/top-10-portfolio-holdings...

    Image source: Getty Images. 7. Bank of America. Money-center goliath Bank of America (NYSE: BAC) is my longest-tenured holding (since 2011), and at this point one of the stocks I'm least likely to ...

  7. Adams Street Partners - Wikipedia

    en.wikipedia.org/wiki/Adams_Street_Partners

    Adams Street Partners was founded in 1972 as the growth equity division of First National Bank of Chicago, where it was known as First Chicago Investment Advisors. [ 2 ] [ 5 ] [ 6 ] In 1989, its CEO Gary P. Brinson led a $100 million management buyout of the division from First Chicago Corporation and spun it out as a separate firm named ...

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