Profile
Shelly Rastogi worked as a Managing Director & Senior Analyst at Caerus Investors LLC, an Analyst at Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corp.
She also worked as an Associate at Fenway Partners LLC and EdgeStone Capital Partners, Inc. Additionally, she served as a Vice President of Research at Caerus Global Investors LLC and a Senior Analyst at Upper Mountain Capital.
Rastogi holds an MBA from Dartmouth College and completed her undergraduate studies at Queen's University and the University of Western Ontario.
Former positions of Shelly Rastogi
| Companies | Position | End |
|---|---|---|
Fenway Partners LLC
 Fenway Partners LLC Investment ManagersFinance Fenway Partners LLC (Fenway Partners) is a private equity firm founded in 1994 by Peter Lamm and Richard Dresdale. The firm headquartered in New York. | Private Equity Analyst | 2009-08-30 |
EdgeStone Capital Partners, Inc.
 EdgeStone Capital Partners, Inc. Investment ManagersFinance Founded in 1999, EdgeStone Capital Partners, Inc. is a Toronto-based private equity firm. They also have offices in Calgary and Montreal | Corporate Officer/Principal | - |
Upper Mountain Capital
 Upper Mountain Capital Investment ManagersFinance Upper Mountain Capital is the hedge fund management platform of Millennium Management LLC, which is ultimately held by the MLM Trust. The firm is headquartered in Chatham, New Jersey. | Analyst-Equity | - |
Caerus Investors LLC
 Caerus Investors LLC Investment ManagersFinance Founded in 2015, Caerus Investors LLC is a registered investment advisor and hedge fund manager located in New York City. The firm is 60% owned by Ward Davis, CIO, and Brian Agnew, Managing Partner and Portfolio Manager, and 40% by Cowen Investment management LLC. Cowen Investment Management LLC is a wholly-owned subsidiary of Cowen, Inc. (NASDAQ: COWN). Caerus Investors provides discretionary investment management services in a sub-advisory capacity to a private fund and companies registered under the Investment Company Act of 1940, as amended. In addition, the firm provides individual discretionary investment management services to separately managed accounts, which can be in the form of a fund-of-one or brokerage account. | Analyst-Equity | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Analyst-Equity | - |
Training of Shelly Rastogi
| Dartmouth College | Masters Business Admin |
| Queen's University | Undergraduate Degree |
| University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
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. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Fenway Partners LLC
Fenway Partners LLC Investment ManagersFinance Fenway Partners LLC (Fenway Partners) is a private equity firm founded in 1994 by Peter Lamm and Richard Dresdale. The firm headquartered in New York. | Finance |
EdgeStone Capital Partners, Inc.
EdgeStone Capital Partners, Inc. Investment ManagersFinance Founded in 1999, EdgeStone Capital Partners, Inc. is a Toronto-based private equity firm. They also have offices in Calgary and Montreal | Finance |
Caerus Global Investors LLC
 Caerus Global Investors LLC Investment ManagersFinance Founded in 2009, Caerus Global Investors LLC is a hedge fund manager located in New York City | Finance |
Caerus Investors LLC
Caerus Investors LLC Investment ManagersFinance Founded in 2015, Caerus Investors LLC is a registered investment advisor and hedge fund manager located in New York City. The firm is 60% owned by Ward Davis, CIO, and Brian Agnew, Managing Partner and Portfolio Manager, and 40% by Cowen Investment management LLC. Cowen Investment Management LLC is a wholly-owned subsidiary of Cowen, Inc. (NASDAQ: COWN). Caerus Investors provides discretionary investment management services in a sub-advisory capacity to a private fund and companies registered under the Investment Company Act of 1940, as amended. In addition, the firm provides individual discretionary investment management services to separately managed accounts, which can be in the form of a fund-of-one or brokerage account. | Finance |
Upper Mountain Capital
Upper Mountain Capital Investment ManagersFinance Upper Mountain Capital is the hedge fund management platform of Millennium Management LLC, which is ultimately held by the MLM Trust. The firm is headquartered in Chatham, New Jersey. | Finance |
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