Network origin in Walter B. Grimm first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Capitol Series Trust
 Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN.
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Walter B. Grimm via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Huntington Asset Services
 Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN. | Investment Managers | President Sales & Marketing Corporate Officer/Principal General Counsel | |
| Indiana University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Mutual Fund & Variable Insurance Trust | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
| Strategy Shares | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
Unified Financial Securities, Inc.
 Unified Financial Securities, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Financial Securities, Inc. provides investment services. The company is based in Indianapolis, IN. | Financial Conglomerates | President Compliance Officer | |
| Unified Series Trust | Investment Trusts/Mutual Funds | President Director of Finance/CFO | |
J.P. Morgan Clearing Corp.
 J.P. Morgan Clearing Corp. Miscellaneous Commercial ServicesCommercial Services J.P. Morgan Clearing Corp. is engaged in the provision of securities clearing, custody, order execution, settlement, and lending services to traders, hedge fund managers, broker-dealers, and investment advisers. The company was founded in 1991 and is headquartered in Brooklyn, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Bridgewater State College | College/University | Undergraduate Degree | |
Registered Investment Advisers LLC
 Registered Investment Advisers LLC Investment ManagersFinance Registered Investment Advisers LLC provides investment advice. The private company is based in Glen Cove, NY. | Investment Managers | Treasurer | |
| Citi Fund Services Ohio, Inc. | Corporate Officer/Principal | ||
| University of Indianapolis | College/University | Masters Business Admin | |
Unified Fund Services, Inc.
 Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006. | Financial Conglomerates | Corporate Officer/Principal | |
| Ball State University (Indiana) | College/University | Undergraduate Degree | |
American United Life Insurance Co.
 American United Life Insurance Co. Investment ManagersFinance American United Life Insurance Co. engages in the provision of investment advice. The company was founded on November 24, 1933 and is headquartered in Indianapolis, IN. | Investment Managers | General Counsel | |
Ultimus Fund Solutions LLC
 Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Investment Managers | Corporate Officer/Principal | |
Zell Capital
 Zell Capital Investment Trusts/Mutual FundsMiscellaneous Zell Capital operates as a closed-end management investment company. The company’s investment objective is to maximize its portfolio’s long-term total return, principally by seeking capital gains on its equity investments and secondarily through ordinary income from debt and debt-like investments. It invests principally in equity securities, including common equity and preferred equity, and to a lesser extent in alternative financing strategies such as convertible debt and preferred shares in connection with revenue sharing agreements. The company was founded by William L. Zell on June 26, 2020 and is headquartered in Columbus, OH. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Valued Advisers Trust | Investment Trusts/Mutual Funds | Chief Executive Officer | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree |
Statistics
International
| United States | 22 |
Sectoral
| Finance | 8 |
| Consumer Services | 7 |
| Miscellaneous | 6 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 8 |
| Undergraduate Degree | 5 |
| President | 5 |
| Treasurer | 5 |
| Chief Executive Officer | 4 |
Most connected contacts
| Insiders | |
|---|---|
| R. Jeffrey Young | 12 |
| Robert Silva | 8 |
| Jay S. Fitton | 7 |
| John C. Swhear | 6 |
| Matthew J. Miller | 4 |
| Mary Madick Morrow | 1 |
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