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Network origin in Jonathan Lewis first degree
Entity | Entity type | Industry | |
---|---|---|---|
The Wharton School of the University of Pennsylvania
414
| College/University | Other Consumer Services | 414 |
Tufts University
190
| College/University | Other Consumer Services | 190 |
PhilQuo Ventures LLC
![]() PhilQuo Ventures LLC Investment ManagersFinance PhilQuo Ventures LLC (PhilQuo Ventures) is a venture capital firm founded in 2005. The firm is headquartered in Palo Alto, California.
12
| Private Company | Investment Managers | 12 |
Rosebrook Capital Partners LLC
![]() Rosebrook Capital Partners LLC Investment ManagersFinance Founded in 2009, Rosebrook Capital Partners LLC is a hedge fund manager located in New York City. The firm advises private domestic funds formed for the benefit of U.S. investors and private offshore funds formed for the benefit of both non-U.S. investors and U.S. tax-exempt investors. The firm may serve as adviser to managed accounts for the benefit primarily of tax-exempt investors. Investors in the funds and managed accounts may include: (1) governmental plans, state pension and permanent funds, sovereign wealth funds (2) private retirement plans, corporate pensions, multi-employer pensions (3) financial institutions and other institutional clients (4) foundations, endowments and other charitable organizations (5) family offices and high net-worth individuals and (6) offshore partnerships.
5
| Extinct | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jonathan Lewis via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Lehman Brothers Holdings, Inc.
![]() Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal Private Equity Investor | |
MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
CDI Group, Inc.
![]() CDI Group, Inc. Environmental ServicesIndustrial Services Part of Miller Zell, Inc., CDI Group, Inc. recycles high grade waste paper. The company is based in New York, NY. Jordan B. Ruddy has been the CEO of the company since 2003. CDI Group was acquired by Miller Zell, Inc. on May 11, 1999. | Environmental Services | Chief Executive Officer | |
THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
Maverick Capital Ltd.
![]() Maverick Capital Ltd. Investment ManagersFinance Maverick Capital Ltd. (Maverick) is a SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. They are a wholly-owned subsidiary of Cohasset Ltd. The firm was founded by Lee Ainslie III in 1993. Maverick provides advisory services to hedge funds, funds of funds, funds making venture capital investments, a private equity fund and related co-investment vehicle, other pooled investment vehicles, and institutional investors. | Investment Managers | Analyst-Equity | |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity | |
NatWest Markets Securities, Inc.
![]() NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bluerock Fund Advisor LLC
![]() Bluerock Fund Advisor LLC Investment ManagersFinance Bluerock Fund Advisor LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Adam Lotterman and is a subsidiary of Bluerock Asset Management LLC, which in turn is a subsidiary of Bluerock Real Estate Holdings LLC. Bluerock Fund Advisor provides portfolio management services to individual investors. They serve as the Portfolio Manager of Bluerock Total Income + Real Estate Fund. | Investment Managers | President | |
McKinsey & Co., Inc.
![]() McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Graduate Degree Masters Business Admin Graduate Degree Doctorate Degree | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Queen's University | College/University | Undergraduate Degree Undergraduate Degree | |
Sound Point Luna LLC
![]() Sound Point Luna LLC Investment ManagersFinance Sound Point Luna LLC (SPL) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Andrew Feldstein and Stephen Siderow in 2003 and formerly known as BlueMountain Capital Management LLC and as Assured Investment Management LLC. In 2023, Sound Point Capital Management LP acquired the firm from Assured Guaranty Ltd. (NYSE: AGO). SPL provides investment advisory services to pooled investment vehicles that operate as private investment funds and collateralized loan obligations (CLOs). | Investment Managers | President Investment Committee Member | |
Bain & Co., Inc.
![]() Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin Graduate Degree | |
The Johns Hopkins University | College/University | Doctorate Degree Graduate Degree | |
RiverFront Investment Group LLC
![]() RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Investment Managers | Founder | |
Pantera Advisors LLC
![]() Pantera Advisors LLC Investment ManagersFinance Pantera Advisors LLC (Pantera) is a SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded by Daniel W. Morehead in 2003 as Pantera Capital Management LP. Pantera serves as the investment adviser, with discretionary trading authority, to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis. | Investment Managers | Portfolio Manager-Equities | |
DealBase Corp.
![]() DealBase Corp. Other Consumer ServicesConsumer Services DealBase Corp. owns and operates as a travel agencies. It provides website that lists hotel packages as well as transportation assistance. The company was founded by Sam Shank, David Hehman, and Howard Love in November 2008 and is headquartered in San Francisco, CA. | Other Consumer Services | Chairman | |
GetawayZone | Founder | ||
FlexJobs Corp.
![]() FlexJobs Corp. Commercial Printing/FormsCommercial Services FlexJobs Corp. operates website related work at home and flexible jobs. It specializes in job placement services for flexible professional jobs, such as telecommuting, freelance, part-time, flexible and alternative schedule job opportunities. The company was founded by Sara Sutton Fell and Howard M. Love in 2007 and is headquartered in Boulder, CO. | Commercial Printing/Forms | Founder | |
WP Global Partners LLC
![]() WP Global Partners LLC Investment ManagersFinance WP Global Partners LLC (WP Global Partners) is a private equity firm founded by Donald Phillips in 2005.The firm headquartered in Chicago, Illinois with additional offices in New York, California, and Florida. | Investment Managers | Private Equity Investor | |
Ares Private Equity Group
![]() Ares Private Equity Group Investment ManagersFinance Ares Private Equity Group (Ares Private Equity Group) is a private equity, a subsidiary of Ares Management LLC founded by Bennett Rosenthal, Antony Peter Ressler and David Benjamin Kaplan in the year 1997. The firm is headquartered in Los Angeles, California with additional offices in Shanghai, China and London, United Kingdom. | Investment Managers | Private Equity Investor | |
Bluerock Mortgage Fund Advisor LLC | Director/Board Member | ||
Bluerock Total Income+ Real Estate Fund
![]() Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer |
Statistics
International
United States | 43 |
Canada | 2 |
India | 2 |
Sectoral
Finance | 23 |
Consumer Services | 12 |
Technology Services | 4 |
Commercial Services | 4 |
Industrial Services | 2 |
Operational
Director/Board Member | 243 |
Corporate Officer/Principal | 190 |
Undergraduate Degree | 101 |
Private Equity Investor | 70 |
Masters Business Admin | 60 |
Most connected contacts
Insiders | |
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Amit Lohia | 37 |
Karol David | 32 |
John Noble George Wilson | 30 |
Tim Meyer | 29 |
Steven St. Peter | 26 |
Jordan Ruddy | 23 |
Shekar Ayyar | 17 |
Timothy Fazio | 17 |
Howard Love | 16 |
Jesse Y. Liu | 15 |
Gregory Harper | 14 |
David M. Buckley | 14 |
David S. Schechter | 14 |
Michael B. Ajouz | 13 |
Robert Lane | 13 |
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