08/06/2024
- Large advisory firm
21 10.53%
13 18.18%
Maine, Terminated, 2/24/2015
Other registrations (3)Related Stocks: VOO, VT, PDI, GOOG, MGV,
gurufocus.comRelated Stocks: VOO, MGV, PDI, VT, AMZN,
gurufocus.comRelated Stocks: IHI, JEPI, MINT, VNLA, ROBO, ARKF, RH, MSTR, XM, XLV, ZETA, PDI, SHV, SHY, AFL, FVRR, BIDU,
gurufocus.comRelated Stocks: EEM, TSLA, PLTR, SNOW, BA, DKNG, MGV, ZG, ROBO, FVRR, SYY, CI,
gurufocus.comAlthough socially responsible investing is taking off in Taiwan, the island faces a number of hurdles, including a lack of established domestic ESG funds.
scmp.comTaiwanese investors held more ESG mutual fund and exchange traded fund assets as a total ... the government is pursuing a rapid carbon transition to renewable energy sources, which "means investment opportunities", he added. A spokesman for Cathay said ...
MSNFund Type | Count | GAV |
---|---|---|
Other Private Fund | 1 | $5,615,357 |
Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | # funds | |
---|---|---|---|---|---|---|---|---|---|---|---|
STRENTA INVESTMENT MANAGEMENT SERVICES, LLC | - | - | - | - | - | - | 795.6m | 795.6m | 795.6m | 1 | |
BRIGHAM MANAGEMENT, LLC | - | - | 92.1m | - | - | - | 701.5m | 793.6m | 855.7m | 7 | |
KEEL CAPITAL AB | - | - | - | - | - | - | 298.4m | 298.4m | 503.4m | 3 | |
NORTHEAST FINANCIAL GROUP, INC. | - | - | - | 9.9m | 4.1m | - | 9.3m | 23.3m | 1.0b | 4 | |
HOLT CAPITAL PARTNERS, L.P. | - | - | - | - | - | - | 20.2m | 20.2m | 884.1m | 1 | |
BASEPOINT ADVISORS LLC | - | - | - | - | - | - | 1.4b | 1.4b | 1.4b | 4 | |
ARGOS WEALTH ADVISORS LLC | - | - | - | - | - | - | 29.8m | 29.8m | 829.8m | 1 | |
CLARO ADVISORS, LLC | - | - | - | - | - | - | 2.0m | 2.0m | 1.0b | 1 | |
HM INTERNATIONAL L.L.C. | - | - | - | - | - | - | 1.1b | 1.1b | 1.1b | 6 | |
DISRUPTIVE TECHNOLOGY ADVISERS LLC | - | - | - | - | - | - | 690.2m | 690.2m | 690.2m | 26 |
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---|---|---|---|---|---|
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037833100 | APPLE INC | $79,373,515 | 9.00% | 21.00% | -2.00% |
922908363 | VANGUARD INDEX FDS | $62,726,550 | 7.00% | 12.00% | 7.00% |
921910840 | VANGUARD WORLD FD | $56,543,074 | 7.00% | 7.00% | 7.00% |
594918104 | MICROSOFT CORP | $46,834,924 | 6.00% | 5.00% | -2.00% |
023135106 | AMAZON COM INC | $46,128,225 | 6.00% | 8.00% | 1.00% |
922042775 | VANGUARD INTL EQUITY INDEX F | $39,584,501 | 5.00% | 15.00% | 16.00% |
02079K107 | ALPHABET INC | $21,406,663 | 3.00% | 21.00% | 1.00% |
30303M102 | META PLATFORMS INC | $21,216,100 | 3.00% | 3.00% | -1.00% |
67066G104 | NVIDIA CORPORATION | $27,805,316 | 3.00% | 41.00% | 933.00% |