Search for: "Asset Management Professionals, LLC"
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7 Feb 2022, 7:09 am
TriPacific Capital submitted a claim to its insurer, Chubb, under the company’s asset management liability policy that included a D&O liability coverage part with $5 million limits. [read post]
28 Jan 2022, 11:43 am
The Instagram account contained a blend of personal and professional posts. [read post]
20 Jan 2022, 1:17 pm
As with many aspects of public relations, managing expectations is key. [read post]
11 Jan 2022, 7:10 am
Based on observations of the market and conversations with commentators and value creators, 2021 eDiscovery-centric investing drivers were similar to drivers in 2020 and included: Consolidation-related investments driven by a combination of investor pressure for continued accelerated revenue growth, by the increasing availability of distressed assets, and by the growing number of legal technology and eDiscovery investors. [read post]
7 Jan 2022, 2:20 pm
The CFTC further found that Tether falsely claimed to have performed routine, professional audits. [read post]
7 Jan 2022, 2:20 pm
The CFTC further found that Tether falsely claimed to have performed routine, professional audits. [read post]
1 Jan 2022, 8:20 am
(Investee)Capital Southwest Corporation in Recapitalization (Investor) 2-Jul-19QDiscoveryXact Data Discovery 19-Jun-19Text IQ (Investee)FirstMark Capital with Sierra Ventures (Investors)$12,600,000 17-Jun-19Elevate (Investee)Kayne Partners (Investor)$25,000,000 17-Jun-19Cellebrite (Investee)Israel Growth Partners (IGP) $110,000,000 12-Jun-19Infinnium (Investee)Sahajanand Group (Investor) 11-Jun-19Jordan LawrenceExterro 5-Jun-19Mindseye SolutionsReveal 3-Jun-19Onna (Investee)Series A Funding (Dawn… [read post]
24 Dec 2021, 3:01 am
Asset Protection Tip #1 – Load Up on Liability Insurance The first line of defense is insurance, including homeowner’s, automobile, business, professional, malpractice, long-term care, and umbrella policies. [read post]
16 Dec 2021, 10:30 am
” A real estate investment trust, or REIT, is a corporation, trust or association that owns and often manages income-producing real estate. [read post]
10 Dec 2021, 4:59 am
Gorton (Yale School of Management), Jillian Grennan (Duke University), and Alexander Zentefis (Yale School of Management), on Thursday, December 9, 2021 Tags: Behavioral finance, Compliance & ethics, Corporate culture, Diversity, Incentives, Management, Mergers & acquisitions, Reputation, Risk-taking, Stakeholders What 2022 Has in Store for Finance Professionals Posted by Subodh Mishra,… [read post]
6 Dec 2021, 3:57 am
” In this case, Donna McNulty established a self-directed IRA and invested those IRA funds into an LLC where she was the manager. [read post]
3 Dec 2021, 7:27 am
ERISA also establishes certain minimum requirements for these plans relating to funding, asset management and fiduciary responsibilities. [read post]
29 Nov 2021, 8:43 am
Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). [read post]
20 Nov 2021, 12:55 pm
Verify the Broker’s Professional Credentials If a broker lists credentials such as Accredited Asset Management Specialist (AAMS) or Certified Financial Planner (CFP), you will want to verify these credentials as well. [read post]
10 Nov 2021, 8:32 am
SmartStop, formerly known as Strategic Storage Trust II, is a self-managed REIT with approximately 380 self-storage professionals, which also sponsors other self-storage programs, including Strategic Storage Trust IV, Inc., a public non-traded REIT, and other private programs, according to its website. [read post]
9 Nov 2021, 8:36 am
LLCs offer a higher degree of freedom in regard to management and how the owners choose to have the company taxed. [read post]
18 Oct 2021, 8:13 am
LLC An LLC allows the owner to separate personal and business assets without the complexity of a corporation. [read post]
7 Oct 2021, 1:04 pm
When the attorney asked for more information on the nature of the dispute, they received an email from “Buvant Construction Group LLC” stating that the dispute was with “Fastenal Company, United States” concerning an unfulfilled order. [read post]
1 Oct 2021, 8:52 am
(Investee)Capital Southwest Corporation in Recapitalization (Investor) 2-Jul-19QDiscoveryXact Data Discovery 19-Jun-19Text IQ (Investee)FirstMark Capital with Sierra Ventures (Investors)$12,600,000 17-Jun-19Elevate (Investee)Kayne Partners (Investor)$25,000,000 17-Jun-19Cellebrite (Investee)Israel Growth Partners (IGP) $110,000,000 12-Jun-19Infinnium (Investee)Sahajanand Group (Investor) 11-Jun-19Jordan LawrenceExterro 5-Jun-19Mindseye SolutionsReveal 3-Jun-19Onna (Investee)Series A Funding (Dawn… [read post]
29 Sep 2021, 10:40 am
The agency also reportedly broadened the definition of a sophisticated, or accredited, to include people who have professional certifications – such as securities licenses – employees of a private fund who invest in that fund, limited liability companies and family offices with at least $5 million in assets, Indian tribes and spouses of accredited investors. [read post]
