Founded 2015 by Richard Craib. Machine learning-powered equity market-neutral fund. $600M+ AUM as of 2026. JPMorgan committed $500M. ~25% net returns in 2024. Moving toward autonomous AI research agents. https://en.wikipedia.org/wiki/Numerai


Quantitative hedge fund using AI, ML, and distributed computing. Spectrum fund returned 10.9%, Absolute Return Enhanced 14.3% in 2024. https://en.wikipedia.org/wiki/Two_Sigma


Mathematical and statistical trading strategies. Medallion Fund returned 30% in 2024. Uses neural networks and deep learning. https://en.wikipedia.org/wiki/Renaissance_Technologies


Founded 2022 by Sarah Guo. Purpose-built for AI-native 'Software 3.0' companies. Two funds totaling $331M. Backed 27 AI startups. First check to Harvey (legal AI). https://f4.fund/firms/conviction


Founded 1965. 482 portfolio companies as of Mar 2026. Series A and Seed stage focus. 36 team members. https://tracxn.com/d/venture-capital/greylock/


Founded 2017. $100B+ capital. 355 portfolio companies as of Jun 2026. Feb 2026: $30B follow-on in OpenAI (cumulative $64.6B, 13% ownership). https://visionfund.com/


Andreessen Horowitz digital assets arm. Closed fifth fund at $2.2B (May 2026). Total capital $9.8B across 5 funds. Led by Chris Dixon. Backed Uniswap, Anchorage, Kalshi. https://a16zcrypto.com/


Founded 2018 by Fred Ehrsam and Matt Huang (ex-Sequoia). $12.7B AUM, 147+ portfolio companies. Raising $1.5B new fund for crypto, AI, robotics. https://www.paradigm.xyz/


Founded 2016 by Olaf Carlson-Wee. 5 funds including Polychain Ventures IV. 45%+ annual returns over 3-year periods. Concentrated protocol investments. https://polychain.capital


Founded 2017 by Kyle Samani and Tushar Jain. Venture and hedge fund models. $600M AUM (2024). Thesis-driven ecosystem bets (e.g., early Solana position). Kyle Samani stepped down Feb 2026; Tushar Jain and Brian Smith continue. https://multicoin.capital


Founded 2003, crypto focus since 2013. First US institutional asset manager exclusively on blockchain. $3.8B AUM (Jan 2026). 266+ portfolio companies, 16 unicorns, 15 IPOs. Raising fifth fund. Bitcoin Fund: 1,000x milestone (131,165% net) in Nov 2024, 88% CAGR over 11 years. https://panteracapital.com


Co-founded by Peter Thiel. $6B AI investment announced Apr 2026. 34-person team including 20 partners. Focused on bold, breakthrough technology. https://foundersfund.com


Founded 2018 by Geoff Lewis and Eric Stromberg. Concentrated portfolios in AI, defense, enterprise software, consumer, digital assets. 7-person team including 4 partners. Co-investor with Founders Fund. https://bedrockvc.com


Founded by Vinod Khosla (Sun Microsystems). 739 portfolio companies (57 new in last 12 months, Jun 2026). AI, IT, software, generative AI focus. 65-person team with 43 partners. Backed Replit, GitLab, Cognition (Devin). https://www.khoslaventures.com


$28B+ AUM. Technology and healthcare focus. 2026 strategy: transformational businesses leveraging tech to disrupt trillion-dollar industries. Heavy AI and DeepTech investment. https://www.nea.com


Founded by Chase Coleman. Early mega-bets in OpenAI (<$16B, now $150B+), Waymo ($39B, now 450k rides/week), Databricks (33% YTD returns). Launched Private Investment Partners 17 targeting $2.2B. Warned AI valuations 'elevated and unsupported by fundamentals'. https://www.tigerglobal.com


Backing Anthropic ($25B raised at $350B valuation). Co-invests frequently with Tiger Global (54 co-investments). https://www.sequoiacap.com


Founded 2000. $40B+ AUM. Deployed $5.5B+ across 165+ AI-native startups (seed to Series B). Closed $9B in new capital (2025): Fund XV-A ($980M), Fund XV-B ($1.2B), Select VI ($1.8B), Opportunity III ($3.3B). 119-person team with 88 partners. Backed Anthropic, xAI, Databricks, Mistral, Glean. https://www.lightspeedvp.com


Founded Numerai in Oct 2015. South African, Cornell grad (BA Mathematics 2012). Architect of autonomous AI hedge fund research system using Model Context Protocol.


Left Greylock (Reid Hoffman's firm) in 2022 to found Conviction Partners. First investment was Harvey (legal AI). Former GP at Greylock.


At a16z since 2013. Leader of a16z crypto. Raised $9.8B across five crypto funds. Investor in Uniswap, Anchorage, Kalshi. https://a16zcrypto.com/team/chris-dixon/


a16z crypto leadership. General partner in $2.2B fifth fund. https://a16zcrypto.com/


a16z crypto CTO. Promoted to general partner in May 2026 during fifth fund close. https://theblock.co/post/400012/


a16z crypto general partner. Part of $2.2B fund leadership team.


Founded Paradigm in 2018 with Fred Ehrsam. Former Sequoia partner. Managing partner focus on investment strategy. https://www.paradigm.xyz/


Founded Paradigm 2018 with Matt Huang. Stepped down to General Partner (Oct 2023). Now Senior Advisor; co-founded Nudge (neurotechnology) with $100M Series A (Jul 2025, Thrive + Greenoaks). https://www.paradigm.xyz/


Paradigm research head and general partner. Technical research leadership on crypto and emerging tech. https://www.paradigm.xyz/


Paradigm managing partner. Invests in crypto, AI, robotics. https://www.paradigm.xyz/


Paradigm GP and CTO. Technical leadership on crypto protocols and AI systems. https://www.paradigm.xyz/


Founded Polychain Capital 2016. Ex-Coinbase. Manages actively managed portfolios of blockchain digital assets. Pioneered concentrated protocol investing.


Co-founded Multicoin Capital 2017 with Tushar Jain. Stepped down as managing director Feb 2026 after ~decade in crypto. Pursuing other tech areas. https://www.coindesk.com/business/2026/02/04/


Co-founded Multicoin Capital 2017 with Kyle Samani. Continues day-to-day operations post-Samani departure (Feb 2026). https://multicoin.capital


Multicoin Capital MD. Continues day-to-day operations alongside Tushar Jain post-Samani departure (Feb 2026).


Founded Pantera Capital in 2003. Originally global macro strategy ($1B+). Pivoted to blockchain focus (first 2013). Manages $3.8B AUM (2026). https://panteracapital.com


Pantera Capital managing partner. Founding member of investment team. Backed 200+ strategic investments, facilitated major blockchain acquisitions since 2014. https://panteracapital.com/team/


Pantera GP. Oversees liquid token strategies alongside Dan Morehead. https://panteracapital.com/team/


Pantera GP (joined 2019). Early-stage venture and token investing. Led investments in DeFi, infrastructure, Web3 gaming. https://panteracapital.com/team/


Pantera Capital president. Operations and management leadership. https://panteracapital.com/team/


Co-founded Founders Fund. Backs bold, contrarian breakthrough technology. 20-partner team. $6B AI fund initiative (2026). https://foundersfund.com


Founders Fund partner. Breakthrough technology investing.


Founders Fund partner. Technology and contrarian strategy.


Founded Bedrock Capital in 2018 with Eric Stromberg. Focuses on AI, defense, enterprise software, consumer, digital assets. https://tracxn.com/d/venture-capital/bedrock/


Founded Bedrock Capital in 2018 with Geoff Lewis. Concentrated portfolio strategy across AI and tech. https://tracxn.com/d/venture-capital/bedrock/


Bedrock Capital partner. San Francisco-based. https://tracxn.com/d/venture-capital/bedrock/


Bedrock Capital partner. Los Angeles-based. https://tracxn.com/d/venture-capital/bedrock/


Founded Sun Microsystems. Founder of Khosla Ventures. Seeks 'black swan' high-impact innovations. Focus on disruptive tech in trillion-dollar industries. https://www.khoslaventures.com


Khosla Ventures partner. Focus on B2B SaaS and tech infrastructure. https://tracxn.com/d/venture-capital/khosla-ventures/


Khosla Ventures partner. AI and DeepTech investing. https://tracxn.com/d/venture-capital/khosla-ventures/


Founded Tiger Global Management. Early bets: OpenAI <$16B (now $150B), Waymo $39B (now 450k rides/week), Databricks (33% YTD). Cautious on AI valuations. https://www.tigerglobal.com


Lightspeed Venture Partners founder and partner. AI conviction leadership. Deployed $5.5B+ across 165+ AI-native startups. https://www.lightspeedvp.com


Lightspeed partner and AI fund leader. Leads deployment in AI infrastructure and native startups. https://www.lightspeedvp.com


Greylock Partners co-founder. Sarah Guo worked as GP under Hoffman before founding Conviction Partners. https://en.wikipedia.org/wiki/Reid_Hoffman


Founded Sierra. Raised $950M Series E (May 2026) led by Tiger Global + Google Ventures. OpenAI-connected AI platform. https://www.cnbc.com/2026/05/04/


Founded Numerai in Oct 2015; serves as Founder & CEO, leading AI hedge fund autonomy initiatives.


Left Greylock in 2022 to found Conviction Partners. First check to Harvey (legal AI).


Former GP at Greylock Partners before leaving to found Conviction (2022).


Founder and managing partner of a16z crypto (2013–present). Built crypto arm to $9.8B across 5 funds.


General partner at a16z crypto. Co-leader of $2.2B fifth fund.


CTO promoted to general partner (May 2026). Crypto technology leadership.


General partner at a16z crypto. Fifth fund leadership.


Co-founded Paradigm 2018 with Fred Ehrsam. Managing partner for investment strategy.


Co-founded Paradigm 2018 with Matt Huang. Now senior advisor (stepped down to GP Oct 2023).


General partner and head of research at Paradigm. Technical research on crypto and emerging tech.


Managing partner at Paradigm. Crypto and frontier tech investing.


General partner and CTO at Paradigm. Technical leadership on protocols and AI.


Founded Polychain Capital in 2016. CEO managing concentrated blockchain protocol portfolios.


Co-founded Multicoin Capital 2017 with Tushar Jain. Stepped down as MD Feb 2026.


Co-founded Multicoin Capital 2017 with Kyle Samani. Continues as managing director (post-Feb 2026).


Managing director at Multicoin Capital. Day-to-day operations (post-Feb 2026).


Founded Pantera Capital 2003 (global macro), pivoted to blockchain 2013. Founder & managing partner.


Managing partner at Pantera Capital. Founding member of investment team (2014+). 200+ investments backed.


General partner at Pantera Capital. Liquid token strategy leadership.


General partner at Pantera Capital (joined 2019). Early-stage venture and token investing focus.


President of Pantera Capital. Operations and strategic management.


Co-founded Founders Fund. Backs contrarian breakthrough technology. $6B AI investment (2026).


Partner at Founders Fund. Breakthrough technology strategy.


Partner at Founders Fund. Contrarian technology investing.


Founded Bedrock Capital 2018 with Eric Stromberg. Managing director, AI and tech focus.


Founded Bedrock Capital 2018 with Geoff Lewis. Managing director, concentrated portfolios.


Partner at Bedrock Capital. AI and enterprise software investing.


Partner at Bedrock Capital. Digital assets and tech investing.


Founded Khosla Ventures after Sun Microsystems. Seeks black swan opportunities in AI and DeepTech.


Partner at Khosla Ventures. B2B SaaS and infrastructure focus.


Partner at Khosla Ventures. AI and DeepTech investing.


Founder and CEO of Tiger Global Management. Early mega-bets in OpenAI, Waymo, Databricks.


Founder and partner at Lightspeed. AI conviction and deployment leadership ($5.5B+ deployed).


Partner at Lightspeed. AI fund leadership, strategic fundraising.


Greylock Partners co-founder and leadership (Sarah Guo's former employer).


JPMorgan committed $500M to Numerai fund (2025+). Validation of AI hedge fund model.


SVF2 committed $30B follow-on investment in OpenAI (Feb 2026). Cumulative $64.6B, 13% ownership.


Early mega-bet <$16B valuation (now $150B+). Co-invests with Sequoia.


Portfolio holding with 33% YTD returns (2026).


Sequoia backed Anthropic. $25B raised at $350B valuation. Co-invests with Tiger Global.


Early backer of Anthropic. Deployed $5.5B+ across 165+ AI-native startups.


Early backer of Databricks. AI data and ML infrastructure.


Co-investor relationship. 4 companies with shared investment.


AUM: $1 trillion+ | Infrastructure, renewable power, private equity, real estate, credit | Headquartered: New York | Feb 2026: Connor Teskey named CEO


Joined firm 2012, rose to President 2022, succeeded Bruce Flatt Feb 2026 | Based: London | https://www.brookfield.com/about-us/leadership


Former CEO BAM, transitioned leadership Feb 2026 | Global | https://www.brookfield.com/about-us/leadership


Leads North American infrastructure division | https://www.brookfield.com/about-us/leadership


Regional oversight and investment strategy leadership | Americas | https://www.brookfield.com/about-us/leadership


Regional oversight and investment strategy leadership | Asia Pacific | https://www.brookfield.com/about-us/leadership


Infrastructure and finance leadership | North America | https://www.brookfield.com/about-us/leadership


Real estate division leadership | North America | https://www.brookfield.com/about-us/leadership


Real estate operations leadership | North America | https://www.brookfield.com/about-us/leadership


AUM: $170 billion | 600-person global team | 300+ active investments | 100+ countries | Acquired by BlackRock Oct 1 2024 | https://www.global-infra.com/


Leads GIP alongside Office of the Chairman | African-born infrastructure pioneer | https://www.global-infra.com/


Acquired GIP Oct 2024, Preqin, HPS | Expands infrastructure, equity, debt, and solutions capabilities | https://www.blackrock.com/corporate/


AUM: $88 billion | Specializes in energy, digital infrastructure, transportation & logistics | https://stonepeak.com/


20+ years infrastructure investing | Ex-Blackstone: Senior Managing Director, Co-Head Infrastructure | https://stonepeak.com/about/our-people


Executive Committee member, all investment committees | Ex-Davidson Kempner, Denham Capital, Credit Suisse | https://stonepeak.com/about/our-people


20+ years infrastructure | 10 years Macquarie Capital New York | https://stonepeak.com/about/our-people


19 years at Macquarie Capital establishing Asian infrastructure funds | Regional expansion lead | https://stonepeak.com/about/our-people


Energy and renewables focus | https://stonepeak.com/about/our-people


Real estate investment lead | https://stonepeak.com/about/our-people


Stonepeak Plus Infrastructure Fund leadership | https://stonepeak.com/about/our-people


Regional infrastructure leadership | https://stonepeak.com/about/our-people


Americas infrastructure focus | https://stonepeak.com/about/our-people


Digital infrastructure, energy, transportation, logistics focus | https://stonepeakplusinfra.com/


AUM: $130 billion (Dec 2025) | Founded 1991 | Global real estate, hotel management, oil & gas, energy infrastructure | https://www.sec.gov/Archives/edgar/data/0001711929/000119312526274336/d44180ddef14a.htm


Founded 1991, continuous leadership | Global real estate and infrastructure focus | https://www.sec.gov/Archives/edgar/data/0001711929/000119312526274336/d44180ddef14a.htm


Appointed July 2025 | Ex-Goldman Sachs Private Real Estate Group Managing Director, GS REIT CEO | https://www.sec.gov/Archives/edgar/data/0001711929/000119312526274336/d44180ddef14a.htm


Managed by Starwood Capital Group | CEO: Nora Creedon (July 2025) | https://www.sec.gov/Archives/edgar/data/0001711929/


AUM: $477 billion | Diversified infrastructure and real estate portfolio | 2026: Selling Cleco (utility) to Stonepeak & Bernhard Capital | https://www.macquarie.com/


Acquiring Cleco (utility) with Stonepeak from Macquarie-led consortium, Apr 2026 | https://www.themiddlemarket.com/latest-news/stonepeak-bernhard-capital-purchases-cleco-from-macquarie-led-consortium


1,200 employees | 298,000+ customers across 24 Louisiana parishes | Acquired: Apr 2026 by Stonepeak & Bernhard Capital from Macquarie-led consortium | https://stonepeak.com/news/stonepeak-and-bernhard-capital-partners-to-acquire-cleco


AUM/AUA: $218 billion | Annual revenue: $1.2 billion (2026) | Private market access via interval fund structure | https://www.pgim.com/us/en/institutional/investments/strategies/alternatives/real-assets/real-estate


Managed by PGIM | Positioned for 2026 recovery cycle in real estate | https://www.pgim.com/us/en/intermediary/exp/real-estate-fund/overview


Real estate outlook 2026: private RE poised for meaningful recovery with positive returns for 6 consecutive quarters | https://www.nuveen.com/global/insights/real-estate/real-estate-outlook-2026


Launched AI Infrastructure Strategy (Apr 2026) | Considering first dedicated AI fund | Partnerships: DigitalBridge, ArcLight, Aligned Data Centers | https://eqtgroup.com/


Infrastructure and AI expertise | https://eqtgroup.com/news/eqt-introduces-ai-infrastructure-strategy-to-help-build-the-foundation-of-the-ai-economy-2026-04-21


Partnership: EQT Infrastructure | Acquired ArcLight (definitive agreement) for ~$1.05B | Combined assets: $150B+ | https://www.digitalbridge.com/


Recent appointment 2026 | Digital infrastructure focus | https://www.sec.gov/Archives/edgar/data/0001679688/000110465926066617/tm2615653d1_ex99-1.htm


AUM: $47 billion USD / $62 billion CAD | 700+ institutional clients | Merger: Bentall Kennedy + GreenOak Real Estate | Majority owned: Sun Life Financial | https://bentallgreenoak.com/


Merged with Bentall Kennedy to form BentallGreenOak | Global real estate platform | https://bentallgreenoak.com/


Merged with GreenOak Real Estate to form BentallGreenOak 2024 | Canadian real estate focus | https://bentallgreenoak.com/


Majority owner of BentallGreenOak | Contractual rights to increase ownership 2026 | https://www.sunlife.com/


Operates BentallGreenOak | Consolidated asset management businesses under SLC Management brand | https://www.sunlife.com/


NYSE: CWK | Major leader in capital markets, investment services, and real estate advisory | Competes with CBRE, JLL, Colliers | https://www.cushmanwakefield.com/


Oversees asset management across Americas | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Joint Americas leadership | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Leads capital markets across region | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Investor-focused operations | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Regional market operations | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Revenue strategy leadership | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Operational efficiency oversight | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Chicago-based financial leadership | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Occupier-focused advisory | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Chicago-based, project development | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Valuation and advisory services leadership | 2026 leadership | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Recruited from JLL (5 years as Director London Capital Markets) 2026 | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Recruited from CBRE (10 years) 2026 | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Chicago-based, Jan 2026 | Japanese investor focus | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


New leadership position 2026 | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Major competitor to CBRE, Cushman & Wakefield, Colliers | Capital markets teams active in London, North America | https://www.jll.com/


Largest real estate services firm | Investment services, capital markets, advisory | https://www.cbre.com/


Sold Cleco utility stake to Stonepeak & Bernhard Capital Apr 2026 | Infrastructure and real estate portfolio | https://www.manulife.com/


Sold Cleco utility stake to Stonepeak & Bernhard Capital Apr 2026 | Infrastructure and real estate | https://www.bci.ca/


AUM: Growing | Infrastructure, utilities, renewables focus | Peer to EQT, Stonepeak | https://www.antininfra.com/


CEO as of Feb 2026 | CEO of Energy (Europe & Middle East) | https://www.brookfield.com/about-us/leadership


Former CEO, transitioned leadership Feb 2026 | Now CEO Brookfield Corporation | https://www.brookfield.com/about-us/leadership


CEO Infrastructure North America | https://www.brookfield.com/about-us/leadership


Co-President Head of Americas Infrastructure Group | https://www.brookfield.com/about-us/leadership


Co-President Head of Asia Pacific Infrastructure Group | https://www.brookfield.com/about-us/leadership


Managing Partner Infrastructure; CFO North America | https://www.brookfield.com/about-us/leadership


Executive Chair Real Estate North America | https://www.brookfield.com/about-us/leadership


CEO Real Estate North America | https://www.brookfield.com/about-us/leadership


Leads GIP with Office of the Chairman | AUM $170B | https://www.global-infra.com/


BlackRock completed acquisition Oct 1 2024 | GIP expands BLK infrastructure, equity, debt capabilities | https://www.blackrock.com/corporate/newsroom/press-releases/article/corporate-one/press-releases/blackrock-completes-acquisition-of-global-infrastructure-partners


Chairman, CEO & Co-Founder | 20+ years infrastructure investing | Ex-Blackstone | https://stonepeak.com/about/our-people


Co-President | Executive Committee member | https://stonepeak.com/about/our-people


Co-President | 10 years Macquarie Capital NY | https://stonepeak.com/about/our-people


Senior Managing Director Head Asia Middle East | 19 years Macquarie Capital | https://stonepeak.com/about/our-people


Senior Managing Director Co-Head Energy | https://stonepeak.com/about/our-people


Senior Managing Director Real Estate | https://stonepeak.com/about/our-people


Managing Director CEO SP+ INFRA | https://stonepeakplusinfra.com/


Senior Managing Director Head Australia New Zealand | https://stonepeak.com/about/our-people


Senior Managing Director Head Core Americas | https://stonepeak.com/about/our-people


Founder, Chairman & CEO since 1991 | https://www.sec.gov/Archives/edgar/data/0001711929/000119312526274336/d44180ddef14a.htm


CEO & President appointed July 2025, Board member | Ex-Goldman Sachs GS REIT | https://www.sec.gov/Archives/edgar/data/0001711929/000119312526274336/d44180ddef14a.htm


Public REIT managed by Starwood Capital Group | https://www.sec.gov/Archives/edgar/data/0001711929/


Stonepeak & Bernhard Capital Partners acquiring Cleco Apr 2026 from Macquarie-led consortium | https://stonepeak.com/news/stonepeak-and-bernhard-capital-partners-to-acquire-cleco


Partnership with Stonepeak acquiring Cleco Apr 2026 | https://www.themiddlemarket.com/latest-news/stonepeak-bernhard-capital-purchases-cleco-from-macquarie-led-consortium


Selling Cleco stake as part of consortium to Stonepeak & Bernhard Apr 2026 | https://www.macquarie.com/au/en/about/news/2026/macquarie-asset-management-led-consortium-to-sell-cleco-to-stonepeak-and-bernhard-capital-partners.html


Global Co-Lead EQT AI Infrastructure (launched Apr 2026) | https://eqtgroup.com/news/eqt-introduces-ai-infrastructure-strategy-to-help-build-the-foundation-of-the-ai-economy-2026-04-21


Strategic partnership on AI and digital infrastructure | Combined focus on power, AI, digital | https://www.digitalbridge.com/


Executive leadership appointment 2026 | https://www.sec.gov/Archives/edgar/data/0001679688/000110465926066617/tm2615653d1_ex99-1.htm


Merged with Bentall Kennedy to form BentallGreenOak global platform | https://bentallgreenoak.com/


Merged with GreenOak Real Estate to form BentallGreenOak global platform | https://bentallgreenoak.com/


Majority owned by Sun Life | Contractual rights to increase ownership 2026 | https://www.sunlife.com/en/newsroom/news-releases/announcement/bentall-kennedy-and-greenoak-real-estate-announce-merger-to-form-bentall-greenoak-global-real-estate-investment-platform/


Operates under Sun Life's alternative asset management arm SLC Management | https://www.sunlife.com/


Co-Chief Executive Americas & President Americas Asset Services | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Co-Chief Executive Americas | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


President Americas Capital Markets | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


COO Investor Services | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


President Americas Markets | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Chief Revenue Officer Americas | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Americas Chief Operating Officer | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Chief Financial Officer Americas | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


President Occupier Advisory Services | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


President Project & Development Services | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


President Valuation & Advisory Americas | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Head West End Capital Markets | Recruited from JLL 2026 | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


5 years as Director London Capital Markets | Moved to Cushman & Wakefield 2026 | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


COO Americas Capital Markets | Recruited from CBRE 2026 (10 years) | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


~10 years | Moved to Cushman & Wakefield 2026 | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Global Investor Support Lead | Chicago-based | Jan 2026 | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Head Capital & Strategic Partnerships | New position 2026 | https://www.cushmanwakefield.com/en/united-states/about-us/leadership


Multi-manager management firm with 25+ years in alternative investments; provides seed and acceleration capital to hedge fund managers. Offices in London, New York, Milan. Founded from Investcorp (1996) and Tages (2011) merger.


Largest HF FoF with custom hedge fund seeding program through managed account structures; PAAMCO Launchpad Funds for emerging managers. AUM: $14.4B discretionary + $2.0M non-discretionary as of Dec 2025. Platforms: Molecule, CompleteAlpha, PAAMCO Launchpad.


Established 2007; $17+ billion capital raised across platform; 54+ firms partnered; 1,500+ opportunities sourced. Cornerstone LP capital to inaugural funds of emerging managers. Recently raised ~$5B for fifth flagship fund (2026).


Acquired minority stake in Francisco Partners (2026) alongside Goldman Sachs Petershill; part of Blackstone's $60B Absolute Return platform; folds hedge fund seeding into strategic capital initiatives.


Founded 2016, Chicago-based; sole focus on backing early-stage hedge fund managers; 30+ years combined experience in sourcing/vetting early-stage managers; customized deal terms; targets specialized, structural alpha strategies. Portfolio includes 7+ seeded funds (Vor Capital, Two Seas Capital, Dellora Investments, Walnut Level Capital, Manchester Global, Ripple Effect, Nine Left).


Founded 1999, Rye Brook NY; specializes in hedge fund investment strategies and seeding capital to start-up/early-stage hedge funds. Acquired by Fiera Capital (Sept 2016). Joint venture with Fiera Capital and AIG Investments to seed emerging hedge funds.


Founded 1998, New York-based; portfolio of 4 companies; emerging capital provider in private equity. Limited public information on seeding programs.


Founded 1998, Charlotte-based; portfolio of 113 companies; latest fundraise oversubscribed at $1.0B+ commitments including leverage. Focus on independent sponsors and lower middle-market; not primarily a seeder but capital provider.


New York-based hedge fund; AUM ~$393.2M; specialized hedge fund manager in alternative investments.


Large diversified asset management platform with strategic capital initiatives; Connor Teskey became CEO Feb 3, 2026. Brookfield Private Wealth manages alternative investment outlook including PE and hedge fund strategies.


PAAMCO Prisma Capital CEO; leads firm in emerging manager and seeding strategies


PAAMCO Prisma Capital CIO; oversees investment strategy for emerging manager seeding programs


PAAMCO Prisma Capital; leads investor strategy division including emerging manager allocations


Borealis Strategic Capital Partners founder (2016-present); leads investment committee for hedge fund seeding strategy; 30+ years in early-stage manager sourcing/vetting


Borealis Strategic Capital Partners (2016-present); core member of investment committee for seed funding decisions


Borealis Strategic Capital Partners (2016-present); investment committee member for emerging hedge fund vetting


Borealis Strategic Capital Partners (2016-present); investment committee participation in seed capital allocation


Borealis Strategic Capital Partners (2022-present); operational oversight of seeded hedge fund managers


Borealis Strategic Capital Partners (2021-present); financial oversight and operational due diligence


Goldman Sachs Petershill; co-leads GP stakes and emerging manager cornerstone LP program


Goldman Sachs Petershill; co-leads GP stakes platform for emerging and established manager partnerships


Goldman Sachs Petershill; managing director on GP stakes platform


Capitala Group founder/CEO; leads debt and equity capital provider to lower middle market; independent sponsor partnerships


Brookfield Asset Management CEO (appointed Feb 3, 2026); leads multi-strategy capital platform including alternative investments


Investcorp-Tages; contact email Richard.Silver@InvestcorpTages.com


Borealis Strategic Capital Partners portfolio; European consumer/media focus; European consumer/media specialist strategy


Borealis Strategic Capital Partners portfolio; litigation-driven hedge fund strategy


Borealis Strategic Capital Partners portfolio; small-cap life sciences specialist


Borealis Strategic Capital Partners portfolio; agricultural and materials specialist


Borealis Strategic Capital Partners portfolio; technology-focused hedge fund


Borealis Strategic Capital Partners portfolio; energy transition specialist


Borealis Strategic Capital Partners portfolio; credit and special situations specialist


Software-focused private equity firm receiving minority strategic investment from Blackstone Strategic Capital Group and Goldman Sachs Petershill (2026); balance-sheet capital partnership


Acquired Larch Lane Advisors (Sept 2016); joint venture with Larch Lane and AIG Investments for seeding emerging hedge funds


Joint venture partner with Larch Lane Advisors and Fiera Capital to seed emerging hedge funds


CEO leading emerging manager seeding platform


CIO overseeing investment strategy for emerging managers


Founder and Managing Partner; 30+ years in emerging manager sourcing


Principal on Investment Committee since 2016


COO and Operational Due Diligence lead since 2022


CFO and Operational Due Diligence since 2021


Managing Director and Co-Head of GP stakes platform


European consumer/media specialist; Borealis portfolio company


Litigation-driven hedge fund; Borealis portfolio company


Small-cap life sciences; Borealis portfolio company


Agricultural/materials specialist; Borealis portfolio company


Technology-focused; Borealis portfolio company


Energy transition specialist; Borealis portfolio company


Credit and special situations; Borealis portfolio company


Petershill acquired minority strategic stake (2026)


BSC acquired minority strategic stake alongside Petershill (2026)


Petershill program operates within GSAM; External Investing Group


Strategic Capital Group; part of $60B Absolute Return platform


Acquired by Fiera Capital Sept 2016; continues hedge fund seeding operations


Joint venture to seed emerging hedge funds


Joint venture with Larch Lane Advisors to seed emerging hedge funds


World's largest hedge fund administrator; manages $1.3T in hedge fund assets; $1.8T total AUA


CEO of Citco Group Ltd; controls company following 2005 ownership acquisition


Citco Fund Services (USA) Inc.; leads NA hedge fund operations


World's largest hedge fund and private equity administrator; SS&C GlobeOp brand; manages $2.23T AUA


Led expansion of global fund administration and servicing; 30+ years industry experience; prior State Street Head of PE/RE, JPMorgan Head of Hedge Fund Services globally


SS&C Technologies Holdings; oversees all operations; Bhagesh Malde reports to Kanwar; joined SS&C 2017


~13,000 employees across 50 countries; provides fund administration, compliance, and operational services


Apex Group; leads organization with emphasis on collaborative leadership


Apex Group; 28 years at SEI (EVP Head of Institutional Business, led Alternatives Fund Administration); joined Apex Feb 2026


Luxembourg operations; 20+ years fund services, banking, operations; ex-Aztec Group Head of Luxembourg, JPMorgan, HSBC; SKEMA Business School


Apex Group; 30+ years technology, operations, transformation; ex-Conduent President Commercial Services, Fiserv, Gateway, Ally, BofA, Fannie Mae, Wells Fargo


Apex Group; oversees technology and AI initiatives


Major prime brokerage and wealth services provider; part of BNY Mellon ecosystem


BNY Mellon; oversees BNY Pershing (including Wove platform) and BNY Archer; promoted Jan 27 2026; formerly Global Head of Markets


BNY Mellon; former Global Head of BNY Pershing; transitioned Jan 27 2026; focuses on client relationships across platforms


BNY Mellon; oversees Execution Services, Liquidity, Financing, Collateral; promoted Jan 27 2026; joins Executive Committee


Top-tier prime broker; serves ~294 AFI 500 hedge funds (~59% share); closing in on $1T client balances


Top-tier prime broker; serves ~276 AFI 500 hedge funds; 25% YoY increase in equities sales/trading revenues 2026


Morgan Stanley; first women co-heads of prime brokerage; ex-global head of futures and OTC derivatives clearing


Morgan Stanley; first women co-heads of prime brokerage; ex-co-head prime brokerage Americas


Top-tier prime broker; serves ~234 AFI 500 hedge funds; closing in on $1T client balances; significant Asia equities financing growth


Major prime brokerage provider; expanding capabilities; released Q1 2026 results showing strong prime-driven revenue


Bank of America; head of prime brokerage; promoted to co-lead global equities March 2026 alongside Glenn Koh


BofA Securities; oversees Asia-Pacific prime financing operations


Prime Brokerage grew 50% in 2025; active in capital introductions and prime expansion


Citigroup; hired from BofA Dec 2025; leads capital intro initiatives


Targets top-tier prime brokerage position amid hedge fund boom; absorbed Credit Suisse prime clients post-acquisition


UBS; leads North American prime operations


UBS; leads equities prime brokerage financing globally


UBS; New York-based; leads global markets financing initiatives


State Street Alpha platform; manages institutional front-to-back servicing; Charles River Development subsidiary


State Street; formerly Head of State Street Alpha; oversees global wealth services platform; Executive Committee member


State Street Company; oversees Charles River Investment Management Solution product, sales, services


State Street subsidiary; foundational technology for State Street Alpha; front-office investment management solution


Manages/advises $1.9T assets as of Mar 2026; $1.65T combined AUM/AUA; >9,700 clients; alternatives and institutional focus


Custody & Fund Admin fees $497.6M (2026); AUC/A increased 11% to $18.7T Jan 2026; hedge fund services growth


6,500+ employees across 25 jurisdictions; US: 650+ employees across 12 locations; hedge fund & fund administration


Alternative fund services provider; Luxembourg operations; leadership pipeline to Apex Group


Offers prime brokerage (Cantor Prime Services since 2009), institutional equity execution, research coverage


Spun off from Cantor Fitzgerald 2004; provides trading and voice brokerage infrastructure; controls via Cantor (dual public companies)


Presented at BofA Securities 2026 Financial Services Conference; grows prime brokerage capabilities


Interactive Brokers Group; founder/long-time leader; spoke at BofA Securities 2026 conference Feb 10


Part of MUFG Group; provides fund services to institutional clients; leadership team in place 2026


Key player in fund services ecosystem; included in private capital service provider rankings


Listed among key fund administrators for private capital funds


Global fund services provider; competing in fund administration space


CEO of Citco Group Ltd; controls company via Smeets Family Trust since 2005


Head of Hedge Fund Services – North America at Citco Fund Services (USA) Inc.


General Manager & Head of SS&C GlobeOp; reports to Rahul Kanwar


Prior role: Senior Managing Director, Head of Private Equity & Real Estate business


Prior role: Managing Director, Global Head of Hedge Fund Services


President & Chief Operating Officer; Bhagesh Malde reports to him; joined 2017


Chief Strategy Officer; joined Feb 2026; 28 years at SEI prior


Prior role: EVP Head of Institutional Business (425+ institutional clients); led Alternatives Fund Administration


CEO of Apex Fund Services S.A. (Luxembourg)


Prior role: Head of Luxembourg; Chair of Management Board


Chief Operating Officer; joined 2025; 30+ years technology, operations


Global Head of Wealth Solutions; promoted Jan 27 2026; oversees BNY Pershing & Wove platform


Executive Vice Chair; former Global Head of BNY Pershing; transitioned Jan 27 2026


Global Head of Markets; oversees Liquidity, Financing, Collateral; promoted Jan 27 2026


Global Co-Head of Prime Brokerage; first woman co-head; ex-global head of futures and OTC derivatives clearing


Global Co-Head of Prime Brokerage; first woman co-head; ex-co-head prime brokerage Americas


Head of Prime Brokerage; promoted to co-lead global equities Mar 2026


Head of Capital Introductions – North America; hired from BofA Dec 2025


EVP Head of Wealth Services; formerly Head of State Street Alpha; Executive Committee


President & Head of Charles River Development (State Street subsidiary)


State Street subsidiary; foundational technology for State Street Alpha platform


Chairman and founder of Interactive Brokers Group


Advises ~$1.8T in institutional assets; founded 1973. https://www.cambridgeassociates.com/


Advises ~$1.8T in institutional assets; employee-owned; founded 1978. https://meketa.com/


Advises ~$1.7-1.8T in institutional assets; founded 1985; majority-owned by Hightower/Thomas H. Lee Partners (2025). https://www.nepc.com/


Advises ~$3T in institutional assets; employee-owned; founded 1986. https://www.callan.com/


Specializes in alternatives, private equity, private debt; 242 employees; founded 2004. https://www.cliffwater.com/


Manages $123B; advises $1.5T+ in client assets; acquired by CC Capital/Motive Partners (2021). https://wilshire.com/


Manages ~$70B hedge funds; 420+ employees; 100% employee-owned; founded 2006. https://www.aksia.com/


Global investment consulting; part of Mercer (Marsh & McLennan). https://www.mercer.com/en-us/solutions/investments/


Seattle-based; merged with Cerity Partners (effective March 31, 2026). http://ceritypartners.com/verus


DC and alternatives consulting specialist. Noted as separate from but competitive with major generalist firms.


Cambridge Associates CEO; CFA. Focuses on 'Maximizing our impact so clients can maximize their impact'.


Cambridge Associates; Harinder Soin (CDO) reports to him for data architecture/IT.


Cambridge Associates; appointed 2023; 20+ years enterprise data architecture; reports to CTO Jason Roberts.


Meketa Capital (subsidiary of Meketa Investment Group).


Meketa Investment Group; appointed Feb 2026; reports to co-CEOs.


NEPC; joined 2022; previously nearly 24 years as COO at Meketa Investment Group.


NEPC; CFA/CAIA; career began 1993; joined NEPC 1997; previously Prudential/Putnam/Fidelity; MBA University of Chicago.


NEPC; FSA/CFA/CAIA; became President Jan 2026; former CIO; joined NEPC 2006; BA Mathematics, Colgate.


NEPC; CFA/CAIA; 20+ years as allocator/investor; formerly Managing Director at Wellesley College endowment.


NEPC; founded firm 1985 after Michigan Bell pension work; shaped ESG/impact investing.


NEPC; public fund consulting; founded Investment Diversity Advisory Council (IDAC); MBA Boston University Questrom.


NEPC; led PE coverage since 2018; prior decade at Liberty Mutual; MBA Babson Olin.


NEPC; joined 2016; 15+ years investment experience; formerly Director at PFM Group.


NEPC; leads portfolio construction public/private; MBA Chicago Booth; BA Economics, Brown.


NEPC; CEBS; Taft-Hartley consulting since 1988; joined NEPC 2007; formerly Marco Consulting & Milliman & Robertson.


NEPC; CFA; founded/ran OCIO business 10 years; joined NEPC 1996; formerly Putnam; BA Economics/English, St. Lawrence.


NEPC; CFA/CAIA; Atlanta-based; manages DB/DC consulting; formerly Head of Aon DC Multi-Asset; BS Finance, Berry College (summa).


NEPC; joined 2017; consulting since 2003; CIO Magazine Consultant of Year (2024); MBA Kellogg.


NEPC; CFA/CAIA; St. Paul-based; leads strategic growth; founded Impact Committee (2013) & Women's Leadership Forum (2016).


NEPC; CFA; joined 2023; 22+ years industry; formerly Managing Director at Wilshire (8 years); fixed income trader Citigroup; 2 MBAs.


NEPC; with NEPC since 2011; oversees global private debt research; formerly State Street bank loan portfolios.


NEPC; CFA/CAIA; leads marketable equity research; formerly Brown Brothers Harriman Securities Lending; BA Economics, Tufts.


NEPC; CAIA; joined 2012; co-authored REIT white paper (2015); BS Business Administration, Northeastern.


NEPC; CFA/CAIA; joined 2003; member of Management Group; MBA Simmons; BA Simmons.


Cliffwater LLC; specializes in private equity, private debt.


Cliffwater LLC; appointed 2026; 30+ years retirement/workplace investing; formerly Head of Strategic Partnerships at Goldman Sachs.


Wilshire Advisors; promoted from President/Deputy CEO; joined 2005; BA Government, Hamilton; MBA USC Marshall.


Wilshire Advisors; formerly CEO, transitioned to executive chairman when Schwarz promoted.


Wilshire Advisors; CFA; 20+ years experience; rejoined 2015; formerly CIO The Elements Financial Group; BS Finance, U Pittsburgh.


Wilshire Advisors; 20+ years financial services; formerly Chief Growth Officer at Cerity Partners; MBA Sacred Heart.


Wilshire Advisors; joined 2008; oversees client solutions & marketing; Executive Committee; BA Lewis & Clark; MBA Claremont Graduate.


Wilshire Advisors; Managing Director; joined 2013; alternative assets expertise; BS Astrophysics, Yale; Master's Johns Hopkins.


Wilshire Advisors; joined 2022; prior tech leadership BlackRock/NYSE; BS International Studies, Oregon State.


Wilshire Advisors; joined Dec 2023 via Lyxor U.S. acquisition; formerly COO Lyxor U.S.; BA SUNY Albany; MBA Baruch; JD NYU Law.


Wilshire Advisors; joined 2026; formerly CFO SageView Advisory Group; MBA Wharton; BS Business, Stony Brook.


Wilshire Advisors; 30+ years institutional investment/fintech; joined 2010; BS Business Economics, UC Santa Barbara.


Wilshire Advisors; 25 years building fintech companies; studied business economics Ludwig-Maximilians-University Munich/EBS.


Wilshire Advisors; responsible for company-wide information security.


Aksia; founded firm Oct 2006; formerly Head of Fund of Funds group, Credit Suisse.


Aksia; Managing Director; formerly global head of real assets at Mercer; recruited March 2026.


Aksia; joined 2018; 17+ years alternative investments; oversees Americas programs.


Mercer Investment Consulting; appointed May 1, 2026.


Mercer Investment Consulting; appointed 2026 in new role; formerly EMEA/Asia CIO since 2022.


Mercer Investment Consulting; appointed 2026.


Mercer Investment Consulting; oversees professionals with large/complex mandates.


Mercer Advisors; appointed Feb 2026; one of 21 managing partners nationally.


Cerity Partners (post-Verus merger); concierge program for prospective clients.


Cerity Partners (post-Verus merger); creates economic/market outlook analysis.


CEO of Cambridge Associates. https://www.cambridgeassociates.com/leadership/


President and Head of Global Investing. https://www.cambridgeassociates.com/leadership/


Chief Operating Officer. https://www.cambridgeassociates.com/leadership/


Chief Financial Officer. https://www.cambridgeassociates.com/leadership/


Chief Technology Officer. https://www.cambridgeassociates.com/leadership/


Chief Legal Officer. https://www.cambridgeassociates.com/leadership/


Chief Transformation Officer. https://www.cambridgeassociates.com/leadership/


CDO reports to CTO for data architecture governance.


Global Head of Corporate Strategy. https://www.cambridgeassociates.com/press-releases/cambridge-associates-expands-executive-leadership-team-by-welcoming-harinder-soin-and-adam-lester/


Head of Global Investment Research. https://www.cambridgeassociates.com/leadership/


Head of Investment Strategy Office. https://www.cambridgeassociates.com/leadership/


Global Head of Endowment & Foundation Practice. https://www.cambridgeassociates.com/leadership/


Global Head of Private Client Practice. https://www.cambridgeassociates.com/leadership/


Global Head of Retirement, Insurance & Government Practice. https://www.cambridgeassociates.com/leadership/


Global Head of Client Solutions. https://www.cambridgeassociates.com/leadership/


Global Head of Marketing. https://www.cambridgeassociates.com/leadership/


Head of the Office of Global Citizenship. https://www.cambridgeassociates.com/leadership/


Partner, EMEA Regional Head. https://www.cambridgeassociates.com/leadership/


Partner, APAC Regional Head. https://www.cambridgeassociates.com/leadership/


CEO, Meketa Capital subsidiary. https://meketa.com/


Director of Public Markets Manager Research (Feb 2026). Reports to co-CEOs.


Chief Operating Officer (joined 2022). https://www.nepc.com/our-team/


Worked as COO at Meketa Investment Group for nearly 24 years before joining NEPC.


Chief Executive Officer. https://www.nepc.com/our-team/


President (since Jan 2026). Will become CEO in Jan 2027. https://www.nepc.com/our-team/


Partner, Chief Investment Officer. https://www.nepc.com/our-team/


Founder (Retired), Chairman Emeritus. https://www.nepc.com/our-team/


Partner, Chair of Governing Board (San Francisco). https://www.nepc.com/our-team/


Partner, Head of Private Equity Investments. https://www.nepc.com/our-team/


Partner, Public Fund Team Leader. https://www.nepc.com/our-team/


Partner, Head of Portfolio Construction. https://www.nepc.com/our-team/


Partner, Taft-Hartley consulting leader. https://www.nepc.com/our-team/


Partner, Head of Client Solutions. https://www.nepc.com/our-team/


Partner, Corporate Solutions Leader (Atlanta). https://www.nepc.com/our-team/


Partner, Chief Consulting Officer (St. Paul). https://www.nepc.com/our-team/


Partner (joined 2023). https://www.nepc.com/our-team/


Worked as Managing Director at Wilshire Advisors for 8 years before joining NEPC.


Partner, Head of Private Debt Investments. https://www.nepc.com/our-team/


Partner, Head of Investment Manager Research. https://www.nepc.com/our-team/


Partner, Head of Real Assets Investments. https://www.nepc.com/our-team/


Partner, Practice Group Director (member of Management Group). https://www.nepc.com/our-team/


Head of Retirement Solutions (appointed 2026). https://www.citybiz.co/article/839925/cliffwater-names-sean-murray-head-of-retirement-solutions/


Formerly Head of Strategic Partnerships at Goldman Sachs.


Chief Executive Officer. https://www.wilshire.com/about-us/people


Chief Investment Officer. https://www.wilshire.com/about-us/people


Chief Revenue Officer. https://www.wilshire.com/about-us/people


Formerly Chief Growth Officer at Cerity Partners.


Chief Client Officer. https://www.wilshire.com/about-us/people


Head of Operations & Risk Management. https://www.wilshire.com/about-us/people


Co-Chief Operating Officer & Chief Technology Officer. https://www.wilshire.com/about-us/people


Prior technology leadership at BlackRock.


Co-Chief Operating Officer & Co-Head of Alternative Managed Accounts. https://www.wilshire.com/about-us/people


Chief Financial Officer (joined 2026). https://www.wilshire.com/about-us/people


Global Head, ParkLexington – A Wilshire Company. https://www.wilshire.com/about-us/people


Founder and CEO, XTP (Wilshire subsidiary). https://www.wilshire.com/about-us/people


Managing Director, Chief Information Security Officer. https://www.wilshire.com/about-us/people


Partner, CEO. Founded Aksia Oct 2006. https://www.aksia.com/leadership/


Formerly Head of Fund of Funds group at Credit Suisse.


Partner, Co-Head Private Equity. https://www.aksia.com/leadership/


Partner, General Counsel. https://www.aksia.com/leadership/


Partner, Co-Head Hedge Funds. https://www.aksia.com/leadership/


Partner, Co-Head Private Credit. https://www.aksia.com/leadership/


Co-Head Real Assets. https://www.aksia.com/leadership/


Co-Head Real Assets (appointed March 2026). https://www.dakota.com/fundraising-news/aksia-recruits-new-real-assets-md-from-mercer


Formerly global head of real assets at Mercer Investment Consulting.


Co-Head Private Credit. https://www.aksia.com/leadership/


Head of Product Strategy. https://www.aksia.com/leadership/


Co-Head Private Equity. https://www.aksia.com/leadership/


Co-Head Asia Investments. https://www.aksia.com/leadership/


Co-Head Operational Due Diligence. https://www.aksia.com/leadership/


Managing Director (joined 2018). https://www.iinetworks.com/content/david-sheng-managing-director-aksia


Chief Financial Officer. https://www.aksia.com/leadership/


Head Client Operations. https://www.aksia.com/leadership/


Head of Legal & Compliance Japan. https://www.aksia.com/leadership/


Global Chief Investment Officer (appointed May 1, 2026). https://www.pionline.com/people-on-the-move/pi-mercer-global-cio-niall-osullivan-private-markets/


Global Alternatives Chief Investment Officer (appointed 2026). https://www.alternativeswatch.com/2026/04/09/mercer-names-mccarthy-global-alts-cio/


U.S. Chief Investment Officer (appointed 2026). https://www.mercer.com/en-us/about/newsroom/mercer-appoints-olaolu-aganga-as-us-chief-investment-officer/


Head of Investment Partnerships Group. https://www.alternativeswatch.com/2026/04/09/mercer-names-mccarthy-global-alts-cio/


Managing Partner (appointed Feb 2026). https://www.merceradvisors.com/press/mercer-advisors-expands-managing-partner-leadership-in-key-growth-markets/


Principal (post-Verus merger). http://ceritypartners.com/verus


Partner & Chief Market Strategist (post-Verus merger). http://ceritypartners.com/verus


Global alternative asset fundraising advisor; acquired by Arctos Partners in 2024; formerly part of PJT Partners (spun out from Blackstone in 2015)


Stifel subsidiary; world's leading global fund placement agent with $140B+ raised for 185+ alternative investment funds


Global placement and advisory services since 1998 across PE, VC, growth equity, debt, infrastructure, real estate


Independent global advisory and alternatives placement firm; partners exclusively with compelling sponsors seeking capital from institutional investors


Founded 1995; executed 175+ capital raising assignments aggregating $119B+ for alternative asset managers


Founded 2010 by Warren Hibbert and Fraser van Rensburg (former MVision partners); 9 global partners


Founded 1992 in Paris; expertise in secondaries and primary PE fundraising; acquired by Houlihan Lokey May 2024


Global investment bank with expanded Private Funds Group following Triago acquisition; Scott Adelson CEO


Lazard announced acquisition of Campbell Lutyens April 30 2026 for $575M; becoming Lazard's third global business


Founded 1988; 300+ professionals across 15 global offices; acquired by Lazard April 2026


Founded 2006; 50+ professionals; raised $30B+ capital commitments; offices in London, New York, SF, Cleveland, Sydney


Founded 2001; leading independent international alternative assets advisory; entered administration October 2024


Managing Director; 20+ years in institutional fixed income sales; focus on liquid markets and hedge funds


Joined 2015; 20+ years combined experience; private funds origination; led/advised 35+ fundraises raising $25B+


Joined 2011; private funds distribution lead; worked on ~100 fundraises securing $4B+ commitments


Senior leadership of UBS's global placement and advisory services platform


Regional leadership for Europe, Middle East, Africa


Real estate advisory leadership for European region


Real estate advisory leadership for North American region


Capital advisory leadership for Americas


21+ years industry experience; former investment banker at Credit Suisse Technology Group


23+ years industry experience; former Director at Wedge Alternatives; leads European operations


Partner and Chief Executive Officer; leading capital raising operations


Co-founder of Atlantic-Pacific Capital in 1995


Co-founded Asante in 2010; former MVision partner


Promoted 2025; joined 2019; manages North American fundraisings; led $12B+ capital raises


Promoted 2025; leads Munich office (opened 2022); led $15B+ European capital raises


Promoted 2025; leads European buyout fundraisings; aggregated $14B+ capital


Promoted 2025; manages North American fundraisings; led $14B+ commitments


Promoted to partner 2024; mid-market PE fundraising expertise; $23B+ capital aggregation


Founded Triago 1992 in Paris; built firm into recognized name in primary PE and secondary advisory


Appointed Global CEO Triago 2022; joined Houlihan Lokey as Head of Direct Placements upon Triago acquisition


Senior leadership of expanded Private Funds Group post-Triago acquisition


Leads origination initiatives and primary capital advisory business


Chief Executive Officer of global investment bank


Appointed Co-CEO of Lazard CL; co-leading Lazard-Campbell Lutyens merger


Current CEO of Campbell Lutyens; appointed Co-CEO of Lazard CL upon merger announcement


Part of combined senior leadership across fundraising, GP capital advisory, and secondaries


Chairman since 2024 of 300+ person firm with 15 global offices


Partnership at Campbell Lutyens; part of senior leadership in combined entity


Partnership at leading global private markets advisory firm


Executive leadership of global placement agent founded 2006


Senior partnership and global leadership


Regional partnership leadership Europe, Middle East, Africa


Senior partnership and global credit advisory leadership


Senior partnership and origination leadership


Regional and global origination leadership


Senior partnership and secondaries leadership


Senior partnership and capital solutions leadership


Regional partnership leadership Asia-Pacific


Founded 2001; led independent international alternative assets advisory; entered administration Oct 2024


Joined MVision at founding 2001; later moved to Oppenheimer & Co


Joined from Macquarie Infrastructure Partners; expanded infrastructure advisory


Directs firm strategy, governance, capital solutions; owns Park Hill Group placement business


Operations and organizational effectiveness leadership


Joined 2024 from Warburg Pincus; leads capital solutions group


Global Co-Head; managing director with focus on liquid markets and hedge funds


Global Co-Head; joined 2015; private funds origination


Global Co-Head; joined 2011; private funds distribution lead


Co-Founder and Managing Partner; founded 2010


Partner promoted 2025; leads Munich office


Founder and Chairman Emeritus; founded 1992


Head of Direct Placements & Secondaries; joined upon Triago acquisition May 2024


Acquired May 2024; integrated into expanded Private Funds Group


Managing Director and Global Co-Head Primary Capital Advisory


Partner and Global Head Real Assets & Private Equity Advisory


Partner and Global Head Private Credit Advisory


Partner and Head North American Real Assets Origination


Partner and Head Americas & Global Head Origination


Partner and Head Private Markets Secondaries


Founder and CEO; founded 2001; entered administration Oct 2024


Managing Director; joined at founding 2001


Infrastructure team; from Macquarie Infrastructure Partners


Former partner before co-founding Asante Capital Group 2010


Stifel acquired Eaton Partners on January 4 2016


Brazil/Colombia | $52B AUM | 37 years | https://www.patria.com/


Patria Investments | Brazilian Chamber of Commerce | https://www.patria.com/teams/alexandre-saigh/


Patria Investments | Head of Latam PE strategy | https://www.patria.com/


Patria Investments | https://www.patria.com/


Brazil/Rio de Janeiro | R$347B AUM (Mar 2026) | Merged Vinci Partners + Compass Group | https://ir.vincicompass.com/


Vinci Compass | Former Head of Corporate Special Situations at BTG Pactual | https://www.vincicompass.com/company/partners


Brazil | ~BRL 16B AUM ($3B) | Acquired 50.1% stake by Vinci Compass Dec 2025 | https://www.hedgeweek.com/vinci-compass-acquires-brazilian-hedge-fund-manager-verde/


Verde Asset Management | 40+ years career, Hedging-Griffo founder | Partner at Vinci Compass | https://www.bloomberg.com/news/articles/2025-07-29/stuhlberger-plans-sale-of-hedge-fund-that-made-him-a-brazil-icon


Brazil | ~R$60B AUM | Founded 2010 | 5 investment verticals | https://www.spxcapital.com/


SPX Capital | Former Banco BBM (1989-2010), Banco Garantia (1985-88) | https://www.suno.com.br/tudo-sobre/rogerio-xavier/


SPX Capital | Former Banco BBM | https://www.spxcapital.com/en/the-firm/our-team/


SPX Capital | Former Banco BBM | 10.4% ownership as of 2017 | https://www.spxcapital.com/


MAPFRE | PhD, MBA | Columbia University Faculty, MIT AI Venture Studio Mentor | Prior SURA, Energyzt Analytics | https://www.linkedin.com/in/santiagoibanezl/


Mexico | MX$8.3T (US$488B) under management (2025) | 23.8% of GDP | https://amafore.org/


AFORE sector leadership | Mexico | https://amafore.org/


Mexico | Lowest commission in system at 0.52% | https://www.gob.mx/consar/


Chile | 1.4M+ clients | Leading alternative investments | https://www.afpcapital.cl/


AFP Capital | Industrial Civil Engineer, MBA Catholic University Chile | 20+ years finance | Former SURA Investments Country Manager | https://www.linkedin.com/in/renzovercelli/


Chile regulatory body | Implements pension reform 2026 | https://www.spensiones.cl/


Chile Pension Regulator | Former CMF Chairman (2018-2022), AFP Provida Investment Manager (1996-2011) | Replacing Osvaldo Macías | https://fundpro.com/chiles-pension-regulator-faces-leadership-transition-and-legal-challenge-from-afps/


Colombia | Owned by Grupo Aval | AFP Porvenir | 2026 reform focus | https://www.porvenir.com.co/


Porvenir/Grupo Aval | Colombia | https://www.grupoaval.com/porvenir-eng


Colombia | Owned by SURA/Grupo SURA | 8M+ clients | Excellent rating Fitch (2026) | https://www.proteccion.com/


Protección Colombia | 8M+ clients | https://www.sura-am.com/


Colombia | Part of Grupo SURA | Most innovative PFA rating | https://www.sura-am.com/


Brazil | State-owned development bank relationship | Strong for infrastructure financing | https://www.bb.com.br/


Brazil | Doubling in size by 2026 to 2% of GDP | R$15B Sovereign Brazil Credit Line (May 2026) | https://www.bndes.gov.br/SiteBNDES/bndes/bndes_en/


Colombia | Financial conglomerate | Owner of Porvenir | https://www.grupoaval.com/


Grupo Aval Colombia | https://www.grupoaval.com/


Colombia | Insurance, pensions, investments | https://www.gruposura.com/


Multi-country LatAm | Annual investment summit | 2026 held April | https://www.latamfosummit.com/


Multi-country LatAm | 2026 Global Family Office Report | $1.6B average net worth, $1.2B AUS surveyed families | https://privatebank.jpmorgan.com/latam/


LatAm | 2 dozen LatAm families, ~$2B combined AUM | Fastest growing region | https://www.impactalpha.com/


Brazil | Ambev co-founder | Ambev major stakeholder | LatAm wealth concentration | https://nearshoreamericas.com/breakdown-in-latams-billionaire-class-little-has-changed/


Colombia/LatAm | Nubank founder | Regional fintech wealth | https://nearshoreamericas.com/breakdown-in-latams-billionaire-class-little-has-changed/


Argentina | Mercado Libre founder/CEO | Major LatAm ecommerce platform | https://nearshoreamericas.com/breakdown-in-latams-billionaire-class-little-has-changed/


Chile | Co-founded Kayyak Ventures | Invests in LatAm + US/Europe startups | https://nearshoreamericas.com/breakdown-in-latams-billionaire-class-little-has-changed/


Senior Managing Partner, CEO, Co-Founder | https://www.patria.com/teams/alexandre-saigh/


Managing Partner, CEO & CIO Latam Private Equity | https://www.patria.com/


Managing Partner, Global Head of Clients | https://www.patria.com/


Managing Partner, CEO Infrastructure | https://www.patria.com/


Partner, Head of Private Equity Investments Agribusiness | https://www.patria.com/


Partner, Head of Credit Brazil | https://www.patria.com/


Partner, Head of Wealth Management Latam (ex-Brazil) | https://www.patria.com/


Partner, Head of Commercial & Clients Andean Region | https://www.patria.com/


CEO, Verde Asset Management | Founded 1997 Verde Fund | https://www.bloomberg.com/news/articles/2025-07-29/stuhlberger-plans-sale-of-hedge-fund-that-made-him-a-brazil-icon


Vinci Compass acquired 50.1% stake Dec 2025 | Stuhlberger remains CEO with partnership role | https://www.hedgeweek.com/vinci-compass-acquires-brazilian-hedge-fund-manager-verde/


Partner, Global Head of Capital Solutions | https://www.vincicompass.com/company/partners


Co-founder, Board Chairman, Head of Rates | https://www.suno.com.br/tudo-sobre/rogerio-xavier/


Co-founder, Board Director, Head of FX | https://www.spxcapital.com/


Co-founder, Board Director | https://www.spxcapital.com/


President, AFORE association | https://amafore.org/


General Manager/CEO, assumed Aug 2024 | https://www.linkedin.com/in/renzovercelli/


Superintendent of Pensions | Replaced Osvaldo Macías | Former CMF Chairman (2018-2022) | https://fundpro.com/chiles-pension-regulator-faces-leadership-transition-and-legal-challenge-from-afps/


Board Chairman | https://www.grupoaval.com/porvenir-eng


Pension fund subsidiary | https://www.grupoaval.com/porvenir-eng


CEO, Protección | 8M+ clients | https://www.sura-am.com/


Pension fund subsidiary | https://www.proteccion.com/


Chairman, Grupo Aval (from Mar 2024) | https://www.grupoaval.com/


Raised $5.4B for clean energy, decarbonized transport, green agriculture; 22 investments as of April 2026. Source: https://www.tpg.com/platforms/impact/rise-climate


Former U.S. Treasury Secretary; Leading TPG Rise Climate Fund. Source: https://www.environmental-finance.com/content/news/hank-paulson-to-run-tpg-rise-climate-fund.html


TPG Founding Partner and Executive Chairman; Leading TPG Rise Climate. Source: https://www.tpg.com/platforms/impact/rise-climate


Senior leadership team, TPG Rise Climate Fund. Source: https://www.tpg.com/platforms/impact/rise-climate


Raised $2.8B (Fund II) for investing in companies advancing UN Sustainable Development Goals. Source: https://esgnews.com/kkr-launches-2-8-billion-global-impact-fund-to-invest-in-un-sdgs/


Joined KKR 2008; Global Head of Public Policy & Affairs; Co-Head of Global Impact. Source: https://www.kkr.com/about/our-people/ken-mehlman


Joined KKR 2005; Co-Head of KKR Global Impact private market platform. Source: https://esgnews.com/kkr-launches-2-8-billion-global-impact-fund-to-invest-in-un-sdgs/


Founded 2004; $11.16B AUM in Q1 2026; 29 positions in ESG-aligned companies. Source: https://www.generationim.com/


Former U.S. Vice President; Co-founded Generation Investment Management 2004; leads sustainable investing strategy. Source: https://www.generationim.com/our-firm/our-leadership/


Former CEO of Goldman Sachs Asset Management; Co-founded Generation Investment Management. Source: https://www.generationim.com/our-firm/our-leadership/


Leads Just Climate strategy; Former CEO of Impact Management Project. Source: https://www.generationim.com/our-firm/our-leadership/


Founding Partner; Oversees Global Equity strategy at Generation IM. Source: https://www.generationim.com/our-firm/our-leadership/


Founding Partner; Covers Global Healthcare sector at Generation IM. Source: https://www.generationim.com/our-firm/our-leadership/


Launched 2015; 17 portfolio companies as of May 2026; Themes: Health & Wellness, Education & Workforce, Climate & Sustainability. Source: https://www.baincapitaldoubleimpact.com/


Partner, Bain Capital Double Impact Fund. Source: https://www.baincapitaldoubleimpact.com/people


Managing Director, Bain Capital Double Impact Fund. Source: https://www.baincapital.com/news/qa-deval-patrick-managing-director-bain-capital-double-impact


Founded 2015; 140+ portfolio companies; 39-person team including 10 partners; Mission-driven edtech and impact investing. Source: https://www.reachcapital.com/


Co-Founder of Reach Capital; Background in education and venture capital. Source: https://www.reachcapital.com/about/


Co-Founder of Reach Capital; Experienced in education technology and investment. Source: https://www.reachcapital.com/about/


Co-Founder of Reach Capital; Brings expertise in technology and education. Source: https://www.reachcapital.com/about/


Co-Founder of Reach Capital; Education expert with focus on K-12 and workforce development. Source: https://www.reachcapital.com/about/


Partner at Reach Capital. Source: https://www.reachcapital.com/about/


$2M annual revenue 2026; Invests in Sub-Saharan Africa and US; Focuses on early-stage innovative businesses improving standards of living. Source: https://www.bluehaveninitiative.com/


Co-Founder of Blue Haven Initiative (2012); Oversees investment strategy focused on competitive financial returns and social/environmental impact. Source: https://www.bluehaveninitiative.com/about-us/meet-the-team/executives/liesel-pritzker-simmons/


Co-Founder of Blue Haven Initiative (2012); Oversees portfolio focused on competitive financial returns and social/environmental challenges. Source: https://www.bluehaveninitiative.com/


Managing Director at Blue Haven Initiative; Oversees capital deployment across asset classes from equities to real assets. Source: https://www.bluehaveninitiative.com/about-us/meet-the-team/


$350M fund; Swiss-based, founded 2011; Invests in agriculture, water, healthcare, renewable energy, sustainable infrastructure; Focus on Sub-Saharan Africa. Source: https://vital-capital.com/


Formerly Bridges Ventures; 91-person team, 24 partners; Focus: health & wellbeing, education, sustainable living, underserved markets. Source: https://www.bridgesfundmanagement.com/


CEO and Co-Founder of Bridges Fund Management. Source: https://craft.co/bridges-ventures/executives


Appointed Partner and Co-head of Inclusive Growth strategy at Bridges in March 2026. Source: https://theorg.com/org/bridges-fund-management/teams/leadership-team


Partner at Bridges Fund Management. Source: https://theorg.com/org/bridges-fund-management/teams/leadership-team


Partner and Head of Evergreen at Bridges Fund Management. Source: https://theorg.com/org/bridges-fund-management/teams/leadership-team


Founded 2007, launched 2008; Fund IV raised $1.02B; 537M people reached across Africa and Asia; Focus: telemedicine, genomics, micro-insurance, mobile banking. Source: https://leapfroginvest.com/


Founder and CEO of LeapFrog Investments; Founded in South Africa 2007, officially launched 2008. Source: https://leapfroginvest.com/our-team/


Partner at LeapFrog Investments. Source: https://leapfroginvest.com/our-team/


Partner and Chief Operating Officer at LeapFrog Investments. Source: https://leapfroginvest.com/our-team/


Head of Impact at LeapFrog Investments. Source: https://leapfroginvest.com/our-team/


Chief Financial Officer at LeapFrog Investments. Source: https://leapfroginvest.com/our-team/


Founded 2001; Impacting 648M+ lives globally; Named Fast Company's most innovative company 2026; Patient capital approach. Source: https://acumen.org/


Founder and CEO of Acumen Fund; Recipient of Stanford Award for the Advancement of the Common Good. Source: https://acumen.org/jacqueline-novogratz/


By Nov 2025: $2B+ awarded to 700+ organizations; 367 portfolio companies; Focus on AI, technology, public good. Source: https://omidyar.com/update/omidyar-network-appoints-michele-l-jawando-ceo/


Appointed CEO 2026, succeeding Mike Kubzansky; Joined ON 2021 as SVP Programs, elevated to President 2025; Background: Capitol Hill, Google, Center for American Progress. Source: https://omidyar.com/update/omidyar-network-appoints-michele-l-jawando-ceo/


Led Omidyar Network 2018-2026; Moving to build new entity for AI investment for public good. Source: https://omidyar.com/update/omidyar-network-appoints-michele-l-jawando-ceo/


Founded 2008; B Corp since 2009 (one of first 200); Best For The World 2017-2022; Focus: sustainability-driven real asset strategies. Source: https://eq-cap.com/


Founder and CEO of Equilibrium Capital (2008); Chairman of Board; Focus on sustainable capital markets and asset strategies. Source: https://eq-cap.com/about-us/dave-chen/


Co-Founder of Equilibrium Capital (2008). Source: https://eq-cap.com/


Managing Director at Equilibrium Capital overseeing investments and portfolio management. Source: https://eq-cap.com/team/


Chief Financial Officer at Equilibrium Capital. Source: https://eq-cap.com/team/


Chief Risk & Compliance Officer at Equilibrium Capital. Source: https://eq-cap.com/team/


Member of The Rise Funds Global Advisory Board; Experienced investor with deep commitment to societal and environmental change. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; eBay founder, impact investor. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Virgin founder, social entrepreneur. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Co-founder of Emerson Collective. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Former Unilever CEO, sustainability leader. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Mahindra Group chairman. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Celtel founder, African development leader. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; LinkedIn co-founder, venture investor. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Ariel Investments president. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Impact investing advocate. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Bank of America executive. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Member of The Rise Funds Global Advisory Board; Bank of America CEO. Source: https://www.tpg.com/platforms/impact/the-rise-funds/global-advisory-board


Co-founded Generation Investment Management in 2004


Co-founded Blue Haven Initiative in 2012


Chief Executive Officer (appointed 2026)


Managing Director, Investments & Portfolio Management


AUM: $308B (2026) | $1.3M clients | 430+ advisors | 140 offices | Source: SearchResults


Edelman Financial Engines | Appointed Nov 2025 | Source: InvestmentNews


Edelman Financial Engines | 2026 | Former Goldman/JPMorgan | Source: BusinessWire 2026


Edelman Financial Engines | 2026 | From Goldman/JPMorgan | Source: BusinessWire 2026


Edelman Financial Engines | Joined Aug 2025 | Leads financial planning strategy | Source: SearchResults


Edelman Financial Engines | 2026 | Stewards brand strategy | Source: SearchResults


AUM: $609B (2026) | Started 2026 with $1.8B dual acquisition | 42 states + Puerto Rico | Source: Mariner newsroom


Mariner Wealth Advisors | 2026 | Led acquisitions of First National Advisors ($1.5B) and Strava Wealth ($360M) | Source: Mariner newsroom


AUM: $1.5B | Rockland, MA | Medical/dental focus | Acquired by Mariner Jan 2026 | Source: Mariner newsroom


AUM: $360M | Pittsburgh, PA | Founded 2002 | Acquired by Mariner Dec 2025 | Source: Mariner newsroom


AUM: $125B + $62B affiliates ($187B total) | Founded 2010 | Employee/PE owned | Targeting $1T | Source: FamilyWealthReport


Pathstone | Founded 2010 | Focus on UHNW market ($30M+) | Source: FamilyWealthReport


Pathstone | Ex-Fidelity Family Office Services | 2026 | Source: FamilyWealthReport


Pathstone | Former CEO of Pershing Advisor Solutions | 2026 | Source: FamilyWealthReport


AUM: $62B (Feb 2026) | 90+ offices | 750+ professionals | Largest female-led RIA | Source: BeaconPointe


Beacon Pointe Advisors | Female founder/leader | 2026 | Source: BeaconPointe


Beacon Pointe Advisors | Longtime president, succeeded Eusey as operational lead | 2026 | Source: BeaconPointe


AUM: $1T+ client assets (Jun 2025) | 1,900+ employees | Founded as partnership | Source: CAPTRUST official


CAPTRUST | Philosophy: owner-operated culture | 2026 | Source: CAPTRUST official


CAPTRUST | 2026 | Source: CAPTRUST official


CAPTRUST | Managing Director | 2026 | Source: CAPTRUST official


AUM: $58B (May 2026) | Growth from $50B by 2025 | 21 acquisitions in 2025 | Aggressive rollup | Source: SearchResults


Carson Group | Succeeded Omani Carson in 2024 | Led aggressive acquisition strategy 2025-2026 | Source: SearchResults


AUM: $96B | 110+ locations | 1,500+ employees | Denver HQ | Barron's #1 ranked 2024-2025 | Source: SearchResults


Mercer Advisors | Joined 2017 from Schwab/fintech | 2026 | Source: SearchResults


Mercer Advisors | 2026 | Source: SearchResults


Mercer Advisors | Appointed Apr 2026 | Source: SearchResults


Mercer Advisors | Key growth market oversight | Feb 2026 | Source: SearchResults


AUA: $353B (2026) | Founded 2008 | Thomas H. Lee Partners backed | Back on market for sale (Jun 2026) | Source: SearchResults


Hightower Advisors | Joined Jun 2025 from Goldman Sachs (20+ years) | Leading strategic overhaul | Source: SearchResults


Hightower Advisors | First CAO role | Ex-Osaic | Advisor engagement & growth | 2026 | Source: SearchResults


AUM: $8.7B (Dec 2025) | 23% YoY growth | 24 locations | PE-backed (Long Arc Capital) | Source: SearchResults


Robertson Stephens Wealth Management | 2026 | Source: SearchResults


Robertson Stephens | 20 years FS leadership | Client onboarding/account mgmt | 2026 | Source: SearchResults


Joined Robertson Stephens Sep 2025 | Wealth planning expertise | Source: SearchResults


AUM: $118.4B (2025 post-acquisition) | Top-10 national RIA | PE: None | Source: SearchResults


Wealth Enhancement Group | Since 2003 | Grew firm from $600M to $118B+ AUM | 35+ years experience | Source: SearchResults


Wealth Enhancement Group | 2026 | Source: SearchResults


AUM: $9B | Growth from acquisitions + SmartAsset partnership | Sustainable growth model | Source: SearchResults


Pure Financial Advisors | 2026 | Source: SearchResults


AUM: $17B | 230+ employees | 45+ states | 100% employee-owned (no PE) | Founded 2008+ | Source: SearchResults


Aspiriant | 100% employee-owned model | Advises clients/employees-first strategy | 2026 | Source: SearchResults


AUM: $27.2B | Became independent 2022 | 7,000+ clients | Aggressive acquisition mode 2026 | Source: SearchResults


Choreo | Joined Jul 2025 | Ex-Edelman head of wealth (20+ yrs FS) | Leading growth/leadership build | Source: SearchResults


Choreo | Joined 2026 from Edelman | Reports to Van de Loo | Led national advisory teams | Source: SearchResults


Choreo | Joined 2025 from Edelman | Part of Van de Loo's leadership build | Source: SearchResults


Choreo | 2026 | Oversees client service operations across locations | Source: SearchResults


Focus: HNW active management | Compared to Edelman for positioning | Source: SearchResults


AUM: $15B | Seattle-based | Fee-only model | Focus: HNW individuals | Annual revenue: $89.2M (2026) | Source: SearchResults


AUM: $118M | Ann Arbor, MI | Hybrid RIA | Acquired by Wealth Enhancement Mar 2026 | Source: SearchResults


Parros Financial Group | Acquired by Wealth Enhancement Mar 2026 | Source: SearchResults


Chief Investment Officer / Finance Executive | 2026


Chief Planning Officer | Joined Aug 2025


Head of Family Office Division | Ex-Fidelity


Board Member | Ex-Pershing Advisor Solutions CEO


Chief Investment Officer | Managing Director | 2026


General Counsel | Managing Director | 2026


Head of Client Solutions | Managing Director | 2026


Head of Wealth Management | Managing Director | 2026


Advisor Group Leadership | Managing Director | 2026


Head of Mergers and Acquisitions | Managing Director | 2026


Head of Advisor Group | Managing Director | 2026


CEO | Took over 2024 | Led 21 acquisitions in 2025


Chief Solutions Officer | Appointed Apr 2026


Chief Commercial Officer | Appointed Apr 2026


CEO | Joined Jun 2025 from Goldman Sachs (20+ yrs)


Chief Advisory Officer | Ex-Osaic | 2026


Head of Operations | 20 years FS leadership | 2026


Founder/Leader Nulman Group | Joined Sep 2025


CEO | Since 2003 | Grew firm from $600M to $118B+ AUM


Chief New Client Development Officer | 2026


Founder | Acquired by Wealth Enhancement Mar 2026


CEO & Co-Founder | 100% employee-owned model | 2026


CEO | Joined Jul 2025 | Ex-Edelman head of wealth (20+ yrs)


Chief Wealth Advisory Officer | Joined 2026 from Edelman


Chief Growth Officer | Joined 2025 from Edelman


Former head of wealth management | Led team to $250B+ AUM before moving to Choreo


Former wealth executive | 20+ years in roles including JP Morgan Chase, TD Ameritrade, Wells Fargo


32,000+ advisors, $2.3T client assets ($1.4T advisory). Acquired Commonwealth Financial Network Aug 2025. Source: LPL Financial 2026 earnings


LPL Financial CEO (since 2024). Previously Chief Growth Officer LPL; senior roles at UBS, Merrill Lynch


LPL Financial. Group Managing Director and Chief Wealth Officer


11,000+ advisors, $705B+ AUM. 8 subsidiaries: American Portfolios, FSC Securities, Infinex Investments, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors, Woodbury Financial Services. Rebranded from Advisor Group in 2023; consolidated platforms by early 2025


Osaic CEO since separation from AIG (2016). Leads $705B in client assets across 11,000 advisors


Osaic. Effective January 12, 2026. Previously President of Raymond James Independent Contractor Division (20 years at RJ)


Osaic executive overseeing wealth platform integrations


Major multi-platform advisor network. Platform suite includes Cetera Wealth Management, Cetera Wealth Services, Cetera Solutions, Cetera RIA, Cetera Advisors


Cetera. Joined January 2025. Heads primary wealth management division


Cetera. Joined January 2025. Oversees alternative assets and investment solutions


Large private client group and independent contractor division. ~37,000 advisors system-wide


Raymond James. Effective April 1, 2026. 26-year Raymond James veteran. Focus: advisor partnerships, high-net-worth business owner clients, team investment


Raymond James. Oversees wealth management and private client operations


$2.5T client assets (Q3 2025). Autonomous compensation model. Major talent recruitment from Ameriprise, Morgan Stanley, UBS


Wells Fargo. Former COO of JPMorgan Consumer Bank & Wealth Management (20 years JPMorgan). Reframes firm value around autonomy for advisors


~16,000 advisors, $1.8T+ client assets. Ultra-high net worth focus ($5M+ minimums). 64 advisors on Forbes top 250 (2026)


Morgan Stanley. CEO since January 1, 2024. Elected Chairman effective January 1, 2025. Leads global wealth management operations


Morgan Stanley. Leads wealth management business alongside CEO succession planning


2,314 advisors on Forbes Best-in-State list (2026), more than any competitor. 341 on Barron's Top 1,500 list. 59 on America's Top 250


Merrill Lynch operates as private wealth division. Broad advisor tiers and pricing options vs. Morgan Stanley ultra-high-net-worth


~20,000 advisors. Generations hub launch 2026 in Scottsdale, St. Louis, West Palm Beach, Dallas for high-net-worth clients. Alternative assets focus


Edward Jones. 20+ years with firm. Leads strategy around financial planning, alternatives, advisor technology


Edward Jones. Oversees regional advisor operations and platform deployment


Edward Jones. Drives platform, operations, and scalability initiatives


Schwab Advisor Services: platform for independent RIAs and advisors. Rick Wurster CEO of parent corporation


Parent company CEO overseeing Schwab Advisor Services and institutional platforms


Effective July 1, 2026. Succeeds retiring Paul Woolway. Manages banking services for advisors


Charles Schwab. Newly created role (July 2026). Oversees integrated wealth and banking operations


Serves institutional advisor market. Parent: Fidelity Investments. Abigail Johnson is Chairwoman/CEO of Fidelity Investments


Fidelity Investments. CEO since 2014, President since 2016. Oversees Fidelity Institutional and all institutional wealth platforms


Acquired by LPL Financial August 2025 for $2.7B. Multi-platform advisor network. Platform onboarding to LPL completing Q4 2026. Retained 80%+ of advisors by AUM


900 financial advisors, 200+ capital markets professionals. 135 offices in 22 states. ~2,200+ total employees. Employee-owned regional alternative to wirehouses


Janney Montgomery Scott. Named CEO (2023 President). 20+ year tenure. Former CFO, treasurer, director of internal audit


Private wealth management, asset management, investment banking, capital markets, private equity. Strategic partnership with Sagard (alternative assets)


Robert W. Baird & Co. Leads employee-owned firm strategy across wealth, capital markets, and alternatives distribution


Private Client Division primary focus. Wealth Management: $55.2B AUM, $143.3B AUA (year-end 2025). Revenue >$1B wealth segment


Oppenheimer Holdings. Succeeded Albert G. Lowenthal May 5, 2025. Previously President and Head of Investment Banking


Oppenheimer. Responsible for strategic growth of financial advisor and branch network across wealth division


Oppenheimer. Stepped down as CEO May 5, 2025 after 40 years leading firm. Remains as Chairman and Executive Chairman of operations


Chief Wealth Officer and Group Managing Director


President of Independent Contractor Division (20 years, until late 2025)


President of Cetera Wealth Management (January 2025)


President of Cetera Solutions (January 2025)


President Independent Contractor Division (April 1, 2026), 26-year tenure


Head of Wells Fargo Advisors and WIM Client Relationship Group


CEO and Chairman (effective Jan 1, 2025)


President and CEO of Charles Schwab Bank (July 1, 2026)


Head of Wealth Advisory and Banking Services (July 2026)


Chairwoman, CEO, President. Oversees Fidelity Institutional


Acquired August 2025 for $2.7B; platform integration completing Q4 2026


EVP Private Client Division; Co-Head Investment Banking


Chairman and Executive Chairman, Opco (stepped down as CEO May 2025)


Bulge bracket leader in M&A and leveraged finance


Goldman Sachs - Promoted to Management Committee, May 2026. Oversees all global M&A operations. https://www.goldmansachs.com/pressroom/press-releases/2026/goldman-sachs-announces-leadership-updates-may-5-2026


Goldman Sachs - Promoted to Management Committee, May 2026. https://www.goldmansachs.com/pressroom/press-releases/2026/goldman-sachs-announces-leadership-updates-may-5-2026


Bulge bracket leader with strong M&A franchise


Morgan Stanley - Co-leads global M&A practice. https://www.morganstanley.com/insights/articles/mergers-and-acquisitions-outlook-2026-activity


Morgan Stanley - Head of Americas M&A, elevated to co-lead global M&A. Strong on cross-border and large-cap deals. https://news.bloomberglaw.com/mergers-and-acquisitions/morgan-stanley-promotes-miles-to-global-m-a-head-in-revamp


Bulge bracket leader with largest M&A footprint


JPMorgan - Head of global TMT investment banking background. Elevated to co-lead global IB, May 2026. Reports to Filippo Gori and John Simmons. https://www.americanbanker.com/news/jpmorgan-names-trio-to-co-lead-global-investment-banking


JPMorgan - Former co-head of global M&A with strong cross-border track record. Elevated to co-lead global IB, May 2026. https://www.americanbanker.com/news/jpmorgan-names-trio-to-co-lead-global-investment-banking


JPMorgan - Elevated to co-lead global IB, May 2026. Part of restructured leadership. https://www.americanbanker.com/news/jpmorgan-names-trio-to-co-lead-global-investment-banking


JPMorgan - Stepped away from day-to-day responsibilities, May 2026. Top-ranked M&A banker, named #1 on Business Insider Rainmakers 2025 (first woman). Joined JPMorgan 1999. Advised on $1T+ in transactions. https://gfmag.com/news/jpmorgan-names-aiyengar-head-investment-banking/


JPMorgan - Promoted from co-head of industrials. Joined JPMorgan 2019. Previously at Goldman Sachs for ~2 decades as global head of transportation. Reports to Blessing, Foley, Kaye. https://news.bloomberglaw.com/banking-law/jpmorgan-to-announce-new-global-investment-banking-co-heads-1


JPMorgan - Appointed May 2026, replacing Catherine O'Donnell. Oversees debt financing for large deals. https://www.gurufocus.com/news/8625471/jpmorgan-appoints-new-head-of-leveraged-finance


Top-tier M&A boutique ranked globally by deal volume


Lazard - Since October 2023, became CEO and Chairman January 1, 2025. Reports to Board of Directors. https://www.lazard.com/our-people/leadership-board/


Lazard - Leads public company M&A coverage. 2026. https://www.lazard.com/news-announcements/lazard-in-the-news/lazard-global-head-of-ma-mark-mcmaster-at-the-conference-boards-2026-ma-summit/


Lazard - Expanded responsibilities 2026. Reports to CEO/Chairman Orszag. https://www.lazard.com/news-announcements/lazard-expands-financial-advisory-leadership-roles-to-advance-next-phase-of-long-term-growth-strategy/


Lazard - Expanded to Co-Head Financial Advisory 2026. https://www.lazard.com/news-announcements/lazard-expands-financial-advisory-leadership-roles-to-advance-next-phase-of-long-term-growth-strategy/


Lazard - Responsible for global operations and human capital. https://www.lazard.com/our-people/leadership-board/


Lazard - Oversees global finance and audit functions. https://www.lazard.com/our-people/leadership-board/


Lazard - Chief legal officer. https://www.lazard.com/our-people/leadership-board/


Top-tier boutique with strong M&A and capital advisory franchises


Evercore - Founder, maintained senior leadership role. https://www.evercore.com/who-we-are/leadership/


Evercore - Current CEO and Chairman. https://www.evercore.com/who-we-are/leadership/


Evercore - Senior advisor role. https://www.evercore.com/who-we-are/leadership/


Evercore - Senior Managing Director. Former Chairman of Citigroup IB and co-head of Salomon M&A. https://www.evercore.com/who-we-are/leadership/


Evercore - Reports to Investment Banking leadership. https://www.evercore.com/who-we-are/leadership/


Evercore - European leadership. https://www.evercore.com/who-we-are/leadership/


Evercore - Asia-Pacific leadership. https://www.evercore.com/who-we-are/leadership/


Evercore - Oversees sponsors/alternatives advisory. https://www.evercore.com/who-we-are/leadership/


Evercore - Joined January 5, 2026. From Guggenheim Securities. 20+ years IB experience. https://investors.evercore.com/news-releases/news-release-details/chris-macios-joins-evercore-senior-managing-director-financial


Evercore - Joined March 2, 2026. From JPMorgan as global co-head of healthcare IB. Co-head North America M&A. https://investors.evercore.com/news-releases/news-release-details/ben-carpenter-joins-evercore-senior-managing-director-healthcare


Evercore - Joined May 18, 2026. New York-based. https://investors.evercore.com/news-releases/news-release-details/0


Evercore - Corporate finance oversight. https://www.evercore.com/who-we-are/leadership/


Evercore - Chief legal officer. https://www.evercore.com/who-we-are/leadership/


Evercore - Equities division lead. https://www.evercore.com/who-we-are/leadership/


Independent boutique founded 2006, 80+ partners, $1.9B revenue 2024


Centerview - Founded 2006. Former Vice Chairman UBS. Four-decade career advising Fortune 500. https://www.centerviewpartners.com/ourteammember.aspx?employee=Blair+W.+Effron


Centerview - Founded 2006. Former CEO Dresdner Kleinwort Wasserstein NA. $1T+ career transactions. https://www.centerviewpartners.com/ourteammember.aspx?employee=Robert+A.+Pruzan


Centerview - Senior partner. https://www.centerviewpartners.com/


Founded 2006, top-tier boutique, board leadership restructure June 2026


Perella Weinberg Partners - CEO since January 2023, elevated to Chair effective June 30, 2026. Partner since founding 2006. https://www.investing.com/news/sec-filings/perella-weinberg-partners-announces-board-leadership-changes-effective-june-2026-93CH-4445886


Perella Weinberg Partners - Resigning as Chairman June 30, 2026. Remaining on Board as working partner. https://www.investing.com/news/sec-filings/perella-weinberg-partners-announces-board-leadership-changes-effective-june-2026-93CH-4445886


Perella Weinberg Partners - Co-partner since founding 2006. https://www.investing.com/news/sec-filings/perella-weinberg-partners-announces-board-leadership-changes-effective-june-2026-93CH-4445886


#1 ranked by transaction count globally in 2025 LSEG rankings


Houlihan Lokey - Leading the firm as CEO. https://investors.hl.com/corporate-overview/officers-and-directors/default.aspx


Houlihan Lokey - Senior leadership role. https://investors.hl.com/corporate-overview/officers-and-directors/default.aspx


Houlihan Lokey - Co-leads business operations. https://investors.hl.com/corporate-overview/officers-and-directors/default.aspx


Founded 2007, ~900 professionals, 300+ partners, strong media and sponsors focus


Moelis - CEO, 30+ years IB experience. Former Global Head of Media at UBS. $200M+ media transactions. https://www.moelis.com/our-team/navid-mahmoodzadegan/


Moelis - Managing Director overseeing tech sector M&A. https://www.moelis.com/our-team/


Moelis - Managing Director, New York-based. https://www.moelis.com/our-team/


Moelis - Managing Director leading financing advisory. New York-based. https://www.moelis.com/our-team/


Moelis - Finance leadership. New York-based. https://www.moelis.com/our-team/


Moelis - Senior advisor. Washington D.C. https://www.moelis.com/our-team/


Moelis - Geographic leadership. London-based. https://www.moelis.com/our-team/


Moelis - Latin America leadership. São Paulo-based. https://www.moelis.com/our-team/


Founded 2015, $1T+ M&A and restructuring experience


PJT Partners - Founder and CEO since 2015. Led AbbVie-Allergan ($63B), T-Mobile-Sprint ($59B), Mylan-Upjohn ($50B). https://www.pjtpartners.com/


Acquired by Mizuho May 2023 for $550M, maintains independent brand


Greenhill - Former CEO, promoted to Chairman 2026. Reports to Jerry Rizzieri. https://www.mizuhogroup.com/americas-news/2023-12-mizuho-closes-acquisition-of-m-a-and-restructuring-advisory-firm-greenhill


Greenhill Advisory - Leads Americas M&A practice. https://theorg.com/org/greenhill-co/org-chart/kevin-costantino


Greenhill Advisory - Leads Americas M&A practice. https://theorg.com/org/greenhill-co


Greenhill Advisory - Continues in COO role post-Mizuho acquisition. https://www.mizuhogroup.com/americas-news/2023-12-mizuho-closes-acquisition-of-m-a-and-restructuring-advisory-firm-greenhill


Mid-size bulge bracket with strong M&A franchise, 6th globally, 5th Americas


Jefferies - Americas M&A leadership. 2026. https://www.linkedin.com/in/chris-roop-12b12821/


Jefferies - Sponsors/PE advisory leadership. 2026. https://www.linkedin.com/in/evan-rothenberg-b81ab619/


Jefferies - Recently joined. New York-based. 2026. https://www.jefferies.com/our-services/investment-banking/


Bulge bracket with M&A and financing capabilities, market share 4.8% 2024 (up from 3.5% 2020)


Citigroup - Consolidated senior leadership role 2026. https://www.ainvest.com/news/citigroup-bold-leadership-play-catalyst-investment-banking-dominance-2506/


Citigroup - Former JPMorgan executive leading banking division. 2026. https://www.ainvest.com/news/citigroup-bold-leadership-play-catalyst-investment-banking-dominance-2506/


Bulge bracket investment banking and M&A


Mid-tier investment bank with M&A and sponsors capabilities


Global Chair of Investment Banking and M&A


President and Co-Head Financial Advisory, North America


Global Head Capital Solutions / Co-Head Financial Advisory, North America


Senior Managing Director, Financial Sponsors Group


Senior Managing Director, Healthcare Investment Banking


Senior Managing Director, Industrials Investment Banking


Chief Executive Officer / Chairman (effective June 30, 2026)


Founder and Board Member (resigned as Chairman June 30, 2026)


Global Head of Technology Investment Banking


Managing Director, Chairman of EMEA and APAC


Co-Head of Americas Financial Sponsors Group


Executive Co-Chair of Global Investment Banking and Capital Markets


Head of Strategy, M&A, and Investor Relations


Senior Managing Director, Financial Sponsors Group (prior role, joined Evercore Jan 2026)


Co-Head of Healthcare IB / Co-Head North America M&A (prior role, joined Evercore March 2026)


Ardian Secondary Fund IX (ASF IX) - $30B (largest secondaries fundraise globally). Secondaries & Primaries AUM: $97B. 465+ investors from 44 countries. Source: https://www.ardian.com/news-insights/press-releases/ardian-raises-record-30-billion-worlds-largest-ever-secondaries


Ardian. Leading ASF IX secondaries platform. Source: https://www.ardian.com/news-insights/press-releases/ardian-raises-record-30-billion-worlds-largest-ever-secondaries


Ardian. Co-leading ASF IX record $30B secondaries platform. Source: https://www.ardian.com/news-insights/press-releases/ardian-raises-record-30-billion-worlds-largest-ever-secondaries


Franklin Templeton-acquired speciality manager. Franklin Lexington PE Secondaries Strategy: $3.5B AUM within first year (2026). 26 partners, avg 19 years at firm. Source: https://www.franklintempleton.com/press-releases/news-room/2026/franklin-lexington-private-equities-secondaries-strategy-exceeds-usd3.5-billion-in-assets-under-management-globally-within-first-year


Lexington Partners. Co-Chair of Secondary Investment Committee. Manages secondaries, continuation vehicle, and co-investment funds. Joined Lexington 1994. Named among Twenty Most Influential in Secondaries 2026 by Private Equity News. Source: https://www.lexingtonpartners.com/team-members/wilson-warren/


Lexington Partners. Boston-based. Joined 2013. Promoted Partner Jan 2026. Focuses on secondary opportunities, partnership and GP-led transactions. Source: https://www.lexingtonpartners.com/press-releases/lexington-partners-names-three-new-partners/


Lexington Partners. New York-based. Rejoined after business school 2010. Promoted Partner Jan 2026. Leads secondary origination and execution. Source: https://www.lexingtonpartners.com/press-releases/lexington-partners-names-three-new-partners/


Lexington Partners. New York-based. Joined 2010. Promoted Partner Jan 2026. Focuses on secondary opportunities and GP-led transactions. Source: https://www.lexingtonpartners.com/press-releases/lexington-partners-names-three-new-partners/


Third largest equity secondaries manager globally. Credit Secondaries Platform launched 2025. Expected 9-person team by 2026. Source: https://www.harbourvest.com/harbourvest-partners-expands-credit-secondaries-platform/


HarbourVest Partners. From secondaries group. Leads credit secondaries team (9 target members by 2026). Source: https://www.harbourvest.com/harbourvest-partners-expands-credit-secondaries-platform/


HarbourVest Partners. From credit platform. Co-leads dedicated credit secondaries team with Greg Ciesielski. Source: https://www.harbourvest.com/harbourvest-partners-expands-credit-secondaries-platform/


Part of Carlyle Group. $80B+ AUM. AlpInvest Secondaries Fund VIII: $20B raised (2025). Carlyle AlpInvest Private Markets Secondaries (CAPS) evergreen fund. 60-person investment team. Source: https://www.carlyle.com/our-firm/carlyle-alpinvest


Carlyle AlpInvest. Member of Investment Committee. Leads global secondaries strategy. Source: https://www.carlyle.com/our-firm/carlyle-alpinvest


Carlyle AlpInvest. Chair of Board. Oversees $80B+ AUM platform across primary, co-investment, and secondary solutions. Offices: NY, SF, London, Amsterdam, Hong Kong, Singapore. Source: https://www.carlyle.com/our-firm/carlyle-alpinvest


Carlyle AlpInvest. Leads portfolio finance strategy at $80B+ platform. Source: https://www.carlyle.com/our-firm/carlyle-alpinvest


Acquired from Credit Suisse (formerly Credit Suisse Strategic Partners). $82B AUM globally (2026). 2,300+ transactions since 2000. Focuses on LP interests, co-investments, LBO, real estate, VC, infrastructure secondaries. Source: https://www.blackstone.com/our-businesses/strategic-partners/


Blackstone Strategic Partners. Joined when firm founded 2000. Chairs investment committee for each fund. Harvard MBA (2000). Robert Toigo Foundation Fellow. Prior: DLJ, Morgan Stanley. Source: https://www.blackstone.com/people/verdun-perry-2/


Manages $9.5B in secondary investments. 330+ years collective experience on executive committee. Offices: Chicago, Austin, Menlo Park, New York. Source: https://www.adamsstreetpartners.com/our-firm/leadership/


Adams Street Partners. Chicago-based. Leads $9.5B secondary investment division. Executive Committee member. Source: https://www.adamsstreetpartners.com/our-firm/leadership/