Search for: "Capital Portfolio Management, Inc." Results 61 - 80 of 547
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22 Mar 2018, 12:43 pm by Andrew Stoltmann
Hundreds of clients of the Cincinnati, Ohio-based Registered Investment Advisor (RIA) had LJMIX in their portfolios. [read post]
2 Mar 2021, 9:47 am by Renae Lloyd
Griffin Capital Essential Asset REIT Inc., a publicly registered non-traded real estate investment trust, has merged with Cole Office & Industrial REIT (CCIT II), an unaffiliated non-traded REIT in a $1.2 billion stock-for-stock transaction. [read post]
2 Feb 2012, 5:28 am
Goyal is charged with obtaining quarterly earnings information from an insider at Dell and telling Diamondback Analyst Tortora, who in turn tipped his portfolio manager Newman. [read post]
10 Apr 2017, 7:49 am by Renae Lloyd
KBS Strategic Opportunity REIT, Inc., through KBS Strategic Opportunity Limited Partnership, invests in and manages a portfolio of real estate-related investments. [read post]
11 Feb 2013, 9:33 am by D. Daxton White
Dividend Capital Total Reality Trust Inc. operates as a non-traded REIT that began by providing investment opportunity in high-quality office, industrial retail, multi-family, and real properties located in North America. [read post]
14 Jan 2020, 3:02 pm by InvestorLawyers
Recently, third party real estate investment firm MacKenzie Capital Management(“MacKenzie”) initiated an unsolicited mini-tender offer to purchase up to 200,000 shares of HTI for $7.99 per share. [read post]
13 Sep 2017, 8:09 am by John Jascob
Potomac Asset Management Company, Inc. provides investment advisory and management services to two private equity fund clients under limited partnership agreements and private placement memoranda The LPAs provided terms for calculation and payment of capital contributions and the payment of management fees paid to Potomac. [read post]
19 Sep 2023, 7:00 am by Steve Parker
The firms were Artemis Wealth Advisors, LLC; Trowbridge Capital Partners, LLC; MRA Advisory Group; McElhenny Sheffield Capital Management, LLC; Macroclimate, LLC; Linden Thomas Advisory Services, LLC; Hansen & Associates Financial Group, Inc.; Elm Partners Management, LLC; BTS Asset Management Inc. and Banorte Asset Management, Inc. [read post]
14 Jan 2021, 4:58 pm by Nate Nead
TripActions, Inc., an Andreessen-Horowitz backed corporate travel management startup, was one that had to lay off hundreds of employees almost immediately in the early months of the Covid-19 pandemic [1]. [read post]
12 Feb 2011, 1:28 am by Randall Reese
Shaw Direct Capital Portfolios, L.L.C. has agreed to provide a $35 million debtor-in-possession (DIP) financing facility to Seahawk Drilling.Flash Player 9 or higher is required to view the chartClick here to download Flash Player nowif (typeof(embedWikichart) ! [read post]
31 Mar 2017, 6:34 am by Renae Lloyd
According to its filings with SEC, Dividend Capital Total Realty Trust Inc. is a Maryland corporation located in Denver, Colorado. [read post]
30 Sep 2010, 11:21 am by Victor
This Bloomberg story, among others, reports that fund managers are trying to realize portfolio company exits before year-end tax increases. [read post]
25 Mar 2019, 9:15 am by Silver Law Group
Broker William Matthew Crafa and wealth management firm Royal Alliance Associates, Inc are the subject of a FINRA claim on behalf of investors regarding the solicitation and recommendation to purchase GPB Capital Holdings private placement securities. [read post]
11 Apr 2016, 11:28 am by Mark Astarita
Jones Capital Equities Management, Inc. for failing to establish cybersecurity policies and procedures in advance of a breach by hackers that compromised confidential client data of approximately 100,000 individuals, including thousands of the firm’s clients. [read post]