| Name | Title | Contact Details |
|---|---|---|
Richard Kim |
Chief Financial Officer and Vice President | Profile |
Through its family of companies including Tortoise Capital Advisors, Tortoise Index Solutions and Tortoise Credit Strategies, provides investors access to differentiated active and passive investment solutions and market insights. Tortoise`s business is rooted in more than a decade of leadership and expertise in both income and equity investing in energy and essential assets.
Lifetime Investment Management, L.L.C. is a Lapeer, MI-based company in the Financial Services sector.
AEP AncAla Equity Partners is a Scottsdale, AZ-based company in the Financial Services sector.
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
VENTURE INVESTMENT ASSOCIATES (VIA) is an employee-owned manager of private equity funds of funds in venture capital, growth equity, buyouts, and energy, with total capital commitments in excess of $1 billion. Since 1993, VIA`s funds have offered its limited partners the opportunity to realize significant long-term appreciation through diversified portfolio investments in some of the most desirable private equity partnerships. In general, many of these partnerships are not available to new investors and have high minimum investment requirements. VIA`s investors include endowments, foundations, high net-worth individuals, family offices, corporations, and financial institutions. VIA`s funds are diversified across vintage years, industries and geographies, and committed to multiple managers specializing in different segments of private equity and employing varied strategies.