Search for: "Portfolio Management & Investigations, LLC"
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6 Mar 2012, 8:33 am
The money invested in the annuity is invested in “subaccounts” and the remaining income payments vary depending on the performance of the managed portfolio. [read post]
6 Apr 2010, 5:00 am
Zang sued Fidelity Management & Research Company, FMR Co., Inc., and FMR LLC. [read post]
16 Dec 2021, 10:30 am
Specifically, the firm is investigating claims involving Hospitality REITs. [read post]
27 Jul 2021, 7:04 am
(IRT) Securities Investigation Steadfast Apartment REIT Lowers Distribution Rate Steadfast Suspends Offerings, Announces Layoffs The White Law Group, LLC is a national securities fraud, securities arbitration, investor protection, and securities regulation/compliance law firm with offices in Chicago, Illinois. [read post]
7 Jul 2023, 1:24 pm
According to its 2022 Focus Report, the company has $30 million in assets under management. [read post]
29 Jul 2019, 10:01 am
The White Law Group continues its investigation into FINRA-registered broker dealers who may have unsuitably recommended GPB Capital’s offerings to investors, including the following offerings: Armada Waste Management LP (f/k/a GPB Waste Management LP) GPB Holdings II GPB Holdings I GPB Automotive Portfolio GPB Cold Storage GPB NYC Development Private Placement investments such as GPB offerings are highly complex, high risk investments. [read post]
26 Oct 2009, 2:22 pm
Grodin, a former portfolio manager at Steven Cohen's SAC Capital Advisors LP, declined to comment. [read post]
11 Apr 2015, 12:00 pm
He previously served as Founder and Principal of Thaniel Government Relations LLC, a transportation consulting firm. [read post]
27 Jan 2016, 5:52 pm
Steps for Law Firm Stability – Andrew Jillson, Director and Co-Founder at Hayse, LLC on their blog, Managing Law Firm Transition For more of the best, check out LXBN, a complete review of the top insight and commentary across the LexBlog Network. [read post]
17 Feb 2020, 10:23 am
The fund is co-managed by Nuveen Fund Advisors, LLC and Advisory Research, Inc. [read post]
19 Nov 2015, 2:51 pm
Virtus had hired the investment management firm F-squared as a subadvisor for mutual funds. [read post]
15 Dec 2021, 6:04 am
Investigating potential claims involving Steadfast Apartment REIT (Independence Realty Trust Inc.) [read post]
11 Feb 2013, 9:33 am
Additionally, approximately 2.5% dealer manager fee and up to 1.0% distribution fee was also deducted from the primary offering price, and up to 1.5% of the proceeds from the sale of shares may have been allocated to the Advisor (Dividend Capital Total Advisors Group LLC) for incurring or paying offering expenses. [read post]
11 Jul 2009, 4:22 am
William Page, EnerVest's vice president and portfolio manager, said the company inherited the manometers when it purchased gas properties in the Monroe in 1998. [read post]
11 Sep 2023, 2:36 am
For more information on the firm’s investigation please see: Cottonwood Multifamily REIT I, Inc. [read post]
29 Apr 2022, 10:37 am
To learn more about the firm’s investigation of D. [read post]
4 Sep 2015, 11:55 am
At the time of the collapse, the portfolio of properties at issue was worth $5.7 million. [read post]
2 Apr 2018, 7:12 am
Upon investigating the lawsuit, A&B learned that Plaintiff WF Worldwide had filed the case on September 9, 2016. [read post]
28 Apr 2022, 10:52 am
To keep it afloat, in August 2021, the company offered its entire portfolio of life insurance policies as collateral for loans. [read post]
11 Mar 2022, 1:54 am
The REIT’s lease portfolio reportedly includes self-storage properties and student housing projects. [read post]