![Alan Rappaport](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alan Rappaport
Président chez VIRTUS EQUITY & CONVERTIBLE INCOME FUND
Fortune : 28 M $ au 31/05/2025
Profil
M. Alan H. Rappaport est vice-président de Carleon Capital Partners LLC. Il est vice-président de Roundtable Investment Partners LLC. Il était auparavant président du conseil d'administration et président de la banque privée de la Bank of America, une entreprise mondiale de gestion de patrimoine comptant plus de 200 milliards de dollars d'actifs clients. Avant de rejoindre Bank of America, il était directeur général de Chase Investment Advisors et membre du comité de gestion de Chase Global Private Bank. Avant Chase, M. Rappaport était associé de The Beacon Group et a participé à la mise en place de l'activité de gestion de patrimoine pour cette boutique d'investissement en fusions et acquisitions et en capital-investissement. Il a également passé 17 ans chez CIBC Oppenheimer, où il était le cadre supérieur responsable de la division de gestion d'actifs, une division orientée vers la clientèle privée qui fournissait une gamme complète de services d'investissement aux clients fortunés, avec une position de leader du marché dans les catégories d'actifs non traditionnels. Il est président du conseil d'administration de GuideStar, administrateur du NYU Langone Medical Center, administrateur de l'American Museum of Natural History, coprésident national du comité des parents de la Duke University et membre du Council on Foreign Relations. Il a précédemment servi plusieurs autres organisations, notamment le Partenariat pour la ville de New York, le Fonds d'investissement de la ville de New York, MENTOR/National Mentoring Partnership, l'hôpital Lawrence et le Comité consultatif de la Bourse de New York sur les marchés de capitaux internationaux. M. Rappaport est diplômé de l'université de Stanford (M.B.A.) et de l'université de Harvard (B.A.).
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 10/04/2025 | 451 005 ( 0,69 % ) | 28 M $ | 31/05/2025 |
Dernières actualités sur Alan Rappaport
Postes actifs de Alan Rappaport
| Sociétés | Poste | Début |
|---|---|---|
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Directeur/Membre du Conseil | 01/01/2010 |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Président | 01/06/2010 |
| PIMCO STRATEGIC INCOME FUND, INC. | Directeur/Membre du Conseil | 01/06/2010 |
| PIMCO GLOBAL STOCKSPLUS & INCOME FUND | Directeur/Membre du Conseil | 01/06/2010 |
| PIMCO MUNICIPAL INCOME FUND II | Directeur/Membre du Conseil | 22/06/2010 |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND II | Directeur/Membre du Conseil | 22/06/2010 |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | Directeur/Membre du Conseil | 22/06/2010 |
| PIMCO CORPORATE & INCOME STRATEGY FUND | Directeur/Membre du Conseil | 01/06/2010 |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Directeur/Membre du Conseil | 22/06/2010 |
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Anciens postes connus de Alan Rappaport
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Formation de Alan Rappaport
Stanford University | Masters Business Admin |
Harvard University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| VICTORY CAPITAL HOLDINGS, INC. | Finance |
| Entreprise privées | 60 |
|---|---|
The New York City Investment Fund Manager, Inc.
 The New York City Investment Fund Manager, Inc. Investment ManagersFinance The New York City Investment Fund Manager Inc. (The New York City Investment Fund Manager) is a venture capital firm founded in 1996 by Henry Kravis. The firm is headquartered in New York. | Finance |
PIMCO California Municipal Income Fund
 PIMCO California Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO California Municipal Income Fund is a non-diversified and closed-end management investment company which seeks to provide income exempt from federal and California income tax. It invests in investment grade fixed income municipal bonds. The company was founded on June 28, 2002 and is headquartered in New York, NY. | Miscellaneous |
The Partnership for New York City, Inc.
 The Partnership for New York City, Inc. Miscellaneous Commercial ServicesCommercial Services The Partnership for New York City operates as a charitable organization. It is a network of business leaders and corporations working for the economic and cultural betterment of all five boroughs of the city. The firm provides networking opportunities, conducts research, participates in policy making and lobbies government. The company was founded by David Rockefeller in 2002 and is headquartered in New York, NY. | Commercial Services |
The American Museum of Natural History
 The American Museum of Natural History Other Consumer ServicesConsumer Services The American Museum of Natural History is a scientific and cultural institution. Its exhibitions and scientific collections, which serve as a field guide to the people and present a panorama of the world's cultures. The company was founded by Albert Smith Bickmore, William E. Dodge, Jr., Theodore Roosevelt, Sr., Joseph Choate and J. Pierpont Morgan on April 6, 1869 and is headquartered in New York, NY. | Consumer Services |
GuideStar USA, Inc.
 GuideStar USA, Inc. Internet Software/ServicesTechnology Services GuideStar USA, Inc. operates as a not for profit organization that gathers, organizes, and distributes information about United States nonprofits. The company was founded by Buzz Schmidt on September 06, 1994 and is headquartered in Williamsburg, VA. | Technology Services |
Nicholas-Applegate Convertible & Income Fund
 Nicholas-Applegate Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Nicholas Applegate Convertible & Income Fund provides advisory services related to investments and exposure to domestic and U.S. dollar-denominated international convertible securities. The company is headquartered in New York, NY. | Miscellaneous |
US Trust | Finance |
Nicholas-Applegate Convertible & Income Fund II
 Nicholas-Applegate Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Nicholas Applegate Convertible & Income Fund II provides advisory services related to investments and exposure to domestic and U.S. dollar-denominated international convertible securities. The company is headquartered in New York, NY. | Miscellaneous |
Virtus AllianzGI Dividend, Interest & Premium Strategy Fund
 Virtus AllianzGI Dividend, Interest & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Dividend, Interest & Premium Strategy Fund is a closed-end investment fund. It seeks current income and gains, with a secondary objective of long-term capital appreciation. The company was founded on August 20, 2003 and is headquartered in Greenfield, MA. | Miscellaneous |
PIMCO Strategic Income Fund, Inc.
 PIMCO Strategic Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous PIMCO Strategic Income Fund, Inc. is a closed-end and non-diversified management investment company. Its investment objective is to generate a level of income higher than that generated by intermediate-term United States debt securities as a primary objective and capital appreciation to the extent consistent with this objective. The company was founded on February 24, 1994 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Global StocksPLUS & Income Fund
 PIMCO Global StocksPLUS & Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Global StocksPLUS Income Fund is a closed-end investment fund. Its investment objective is to seek total return comprised of current income, current gains, and long-term capital appreciation. The company was founded on May 31, 2005 and is headquartered in New York, NY. | Miscellaneous |
Nicholas Applegate Equity & Convertible Income Fund
 Nicholas Applegate Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Nicholas Applegate Equity & Convertible Income Fund is a Closed-End Investment Fund/Investment Trust which provides advisory services related to investments and exposure to domestic and U.S. dollar-denominated international convertible securities. The company was founded in February 2007 and is headquartered in New York, NY. | Miscellaneous |
Nicholas-Applegate International & Premium Strategy Fund
 Nicholas-Applegate International & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Nicholas-Applegate International & Premium Strategy Fund provides advisory services related to investments and exposure to domestic and U.S. dollar-denominated international convertible securities. The company was founded in April 2005 and is headquartered in New York, NY. | Miscellaneous |
Nicholas-Applegate Global Equity & Convertible Income Fund
 Nicholas-Applegate Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Nicholas-Applegate Global Equity & Convertible Income Fund is a diversified, closed-end management investment company. The Fund pursues its investment through investing in a diversified, global portfolio of equity securities and income-producing convertible securities. It invests in sectors, including airlines, biotechnology, commercial banks, construction and engineering, diversified financial services, metals and mining, building products, electric utilities, marine, communications equipment, electronic equipment and instruments, insurance, food and staples retailing, automobiles, oil, gas and consumable fuels, and diversified telecommunication. It was founded in 2007 and is headquartered in New York, NY | Miscellaneous |
PIMCO Municipal Income Fund II
 PIMCO Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous PIMCO Municipal Income Fund II operates as a closed-end investment fund. It intends to seek current income exempt from federal income tax. The firm invests all of its assets in a portfolio of municipal bonds, residual interest municipal bonds and tax-exempt bonds whose interest rates bear an inverse relationship to the interest rate on another security or the value of an index. Its investment portfolio include investments in hospital, water and sewer, tobacco, state and local general obligations, education, lease, tax and power sectors. The company was founded on March 29, 2002 and is headquartered in New York, NY. | Miscellaneous |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
CIBC Bank USA (Investment Management)
 CIBC Bank USA (Investment Management) Investment ManagersFinance CIBC Bank USA (Investment Management) (CIBC US) is the investment management division of CIBC Bank USA, a commercial bank headquartered in Chicago, Illinois. The firm was founded in 1991 and is a subsidiary of CIBC Bancorp USA, Inc., which is owned by Canadian Imperial Bank of Commerce (TSE: CM) in Canada. CIBC US provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. | Finance |
PIMCO California Municipal Income Fund II
 PIMCO California Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous PIMCO California Municipal Income Fund II engages in fund management and investment. Its investment objective is to provide current income exempt from federal and California income tax. The company was founded on June 28, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO California Municipal Income Fund III
 PIMCO California Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous PIMCO California Municipal Income Fund III is a closed-end investment fund. Its investment objective is to provide current income exempt from federal and California income tax. The company was founded on August 20, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Corporate & Income Strategy Fund
 PIMCO Corporate & Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Corporate & Income Strategy Fund is a non-diversified and closed-end management investment company. Its objective is to seek high current income, as well as capital preservation and appreciation. The company was founded on October 17, 2001 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Corporate & Income Opportunity Fund
 PIMCO Corporate & Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Corporate & Income Opportunity Fund operates as a closed-end investment fund. It focuses on duration management, credit quality analysis, risk management techniques, and broad diversification among issuers, industries and sectors. The firm also seeks maximum total return through a combination of current income, and capital appreciation. The company was founded in 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO High Income Fund
 PIMCO High Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO High Income Fund is a closed-end management investment company. It seeks high current income, with capital appreciation as a secondary objective. The company was founded on February 18, 2003 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Income Opportunity Fund
 PIMCO Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Income Opportunity Fund is a non-diversified and closed-end management fund. The firm's investment objective is to seek current income as a primary focus and also capital appreciation. The company was founded on November 30, 2007 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Income Strategy Fund
 PIMCO Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Income Strategy Fund is a closed-end investment fund. It engages in investment activities. It provides investment for current income, consistent with the preservation of capital. The company was founded on June 19, 2003 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Income Strategy Fund II
 PIMCO Income Strategy Fund II Investment Trusts/Mutual FundsMiscellaneous PIMCO Income Strategy Fund II operates as a closed end investment trust. It engages in the provision of current income, consistent with the preservation of capital. The company was founded on October 29, 2004 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Municipal Income Fund III
 PIMCO Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous PIMCO Municipal Income Fund III is a closed-end investment fund, which invests primarily in a portfolio of municipal bonds. It seeks to provide current income exempt from federal income tax. The company was founded in September 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO New York Municipal Income Fund II
 PIMCO New York Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous PIMCO New York Municipal Income Fund II operates as a non-diversified and closed-end management investment company. It intends to provide current income exempt from federal, New York State and New York City income tax. The company was founded on March 29, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO New York Municipal Income Fund
 PIMCO New York Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO New York Municipal Income Fund is a non-diversified and closed-end management investment company. It invests substantially all of its assets in a portfolio of municipal bonds, the interest from which is exempt from federal income taxes. The fund’s investment objective is to seek to provide current income exempt from federal, New York State and New York City income tax. The company was founded on May 10, 2001 and is headquartered in New York, NY. | Miscellaneous |
PIMCO New York Municipal Income Fund III
 PIMCO New York Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous PIMCO New York Municipal Income Fund III is a non-diversified, closed-end management investment company. It seeks to provide current income exempt from federal, New York State and New York City income tax. The company was founded in August 20, 2002 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Municipal Income Fund
 PIMCO Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Municipal Income Fund operates as a mutual fund-closed end investment. Its portfolio includes investment in municipal bonds. The company was founded on May 10, 2001 and is headquartered in New York, NY. | Miscellaneous |
AllianzGI Global Equity & Convertible Income Fund
 AllianzGI Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous AGIC Global Equity & Convertible Income Fund is a closed-end investment fund/investment trust. The company's objective is to seek total return comprised of capital appreciation, current income and gains. Its equity component consists of common stocks and other types of equity securities, including preferred stocks, depository receipts, rights and warrants. Its convertible component consists of income-producing convertible securities of issuers, including bonds, debentures, notes, preferred stocks, and other securities or investments as well as synthetic convertible securities. The company was founded on May 3, 2007 and is headquartered in New York, NY. | Miscellaneous |
PCM Fund, Inc.
 PCM Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous PCM Fund, Inc. is a closed-end investment fund. It seeks to achieve current income by investing in a portfolio comprised primarily of commercial mortgage backed securities. The firm's secondary investment objective is to get capital gains from the disposition of investment. The company was founded on September 2, 1993 and is headquartered in New York, NY. | Miscellaneous |
Allianzgi Institutional Multi-Series Trust
 Allianzgi Institutional Multi-Series Trust Investment Trusts/Mutual FundsMiscellaneous Allianzgi Institutional Multi-Series Trust is an open-end management investment company, which operates as a series investment company that consists of separate series of investment portfolios. The company was founded on June 3, 2014 and is headquartered in New York, NY. | Miscellaneous |
The National Mentoring Partnership, Inc.
 The National Mentoring Partnership, Inc. Miscellaneous Commercial ServicesCommercial Services The National Mentoring Partnership, Inc. provides public voice, developing and delivering resources to mentoring programs nationwide and promoting mentoring through standards, cutting-edge research and tools. The company was founded in 1990 and is headquartered in Alexandria, VA. | Commercial Services |
NewYork-Presbyterian/Lawrence Hospital
 NewYork-Presbyterian/Lawrence Hospital Medical/Nursing ServicesHealth Services NewYork-Presbyterian/Lawrence Hospital provides healthcare services. It provides inpatient and outpatient care primarily to residents of southern Westchester county. The company was founded by William Van Duzer Lawrence in 1909 and it is headquartered in Bronxville, NY. | Health Services |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance New York Stock Exchange, Inc. operates securities exchange market. The company offers services to equity and stock market participants like listed companies, individual and institutional investors, and member firms of the stock exchange. It bring together cash equities and derivatives exchange for listings, trading in cash equities, equity and interest rate derivatives, bonds, and the distribution of market data. New York Stock Exchange was founded in 1792 and is headquartered in New York City, NY | Finance |
Truvvo Partners LLC
 Truvvo Partners LLC Investment ManagersFinance Truvvo Partners LLC is a SEC-registered investment advisor and fund-of-funds manager headquartered in New York City. The firm was founded in 2007 as Carleon Capital Partners LLC. They are owned by Truvvo Investment Partners LLC, which is ultimately owned by Lazard Ltd. (NYSE: LAZ). Truvvo Partners offers wealth and investment advisory services primarily to sophisticated families, foundations, endowments and other select institutions, as well as private pooled investment vehicles. | Finance |
PIMCO Dynamic Income Fund
 PIMCO Dynamic Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Dynamic Income Fund is a non-diversified, closed-end management investment company. Its seeks current income as a primary objective and capital appreciation as a secondary objective. The company was founded on January 19, 2011 and is headquartered in New York, NY. | Miscellaneous |
NYU Langone Health
 NYU Langone Health Medical/Nursing ServicesHealth Services NYU Elaine A. & Kenneth G. Langone Medical Center provides health care services. It offers treatments for bone, joint, and muscle disorders; brain and nervous system disorders cancers, tumors and blood disorders; genetic and chromosomal disorders and immune system disorders. The company was founded in 1841 and is headquartered in New York, NY. | Health Services |
AllianzGI International & Premium Strategy Fund
 AllianzGI International & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous AGIC International & Premium Strategy Fund is a newly organized, diversified, closed-end management investment company. The Fund's investment objective is to provide a total return comprised of current income, current gains and long-term capital appreciation. The company was founded on February 24, 2005 and is headquartered in New York, NY. | Miscellaneous |
Virtus Convertible & Income Fund II
 Virtus Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Convertible & Income Fund II operates as a closed-end fund, which seeks to provide total return through a combination of capital appreciation and high current income. It invests in a diversified portfolio of domestic convertible securities and non-convertible high-yield bonds rated below investment grade. The company was founded on April 22, 2003 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Equity & Convertible Income Fund
 Virtus Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous AllianzGI Equity & Convertible Income Fund is a diversified, closed-end management investment company. Its investment objective is to seek total return comprised of capital appreciation, current income and gains. The company consists of common stocks, but may also include other types of equity securities, including preferred stocks, depository receipts, rights and warrants. AllianzGI Equity & Convertible Income Fund was founded in 2006 and is headquartered in Greenfield, MA. | Miscellaneous |
Virtus Convertible & Income Fund
 Virtus Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous AllianzGI Convertible & Income Fund is diversified, closed-end fund, which seeks to provide total return through a combination of capital appreciation and current income. It invests in a portfolio of domestic convertible securities and non-convertible high yield bonds rated below investment grade. The company was founded on January 17, 2003 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Dynamic Credit & Mortgage Income Fund
 PIMCO Dynamic Credit & Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Dynamic Credit & Mortgage Income Fund is a closed-end management investment fund. It seeks current income as a primary objective and capital appreciation as a secondary objective. The company was founded on January 31, 2013 and is headquartered in New York, NY. | Miscellaneous |
The Beacon Group LLC (NY)
 The Beacon Group LLC (NY) Miscellaneous Commercial ServicesCommercial Services The Beacon Group LLC operates as a merchant bank. The company was founded by Geoffrey T. Boisi on October 17, 1995 and is headquartered in New York, NY. | Commercial Services |
CIBC Oppenheimer Advisers LLC | |
Virtus Diversified Income & Convertible Fund
 Virtus Diversified Income & Convertible Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Diversified Income & Convertible Fund is a closed end investment fund, which objective is to provide total return through a combination of current income and capital appreciation, while seeking to provide downside protection against capital loss. The company was founded on May 26, 2015 and is headquartered in New York, NY. | Miscellaneous |
Virtus Convertible & Income 2024 Target Term Fund
 Virtus Convertible & Income 2024 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Convertible & Income 2024 Target Term Fund is a closed-end investment fund. Its objective is to provide a high level of income and to return fund?s original net asset value upon termination of the fund. The company was founded on March 21, 2017 and is headquartered in Greenfield, MA. | Miscellaneous |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Miscellaneous |
PIMCO Flexible Credit Income Fund
 PIMCO Flexible Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Flexible Credit Income Fund is a Closed-End Investment Fund and Investment Trust. It intends to provide attractive risk-adjusted returns and current income by investing under normal circumstances across a wide array of global credit sectors, including corporate, mortgage, consumer, emerging market, and municipal credit markets. The company was founded in 1971 and is headquartered in New York, NY. | Miscellaneous |
Virtus Artificial Intelligence & Technology Opportunities Fund
 Virtus Artificial Intelligence & Technology Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Artificial Intelligence & Tech Opp Fund is a diversified, limited term closed-end management investment company. Its objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The company was founded on May 24, 2019 and is headquartered in New York, NY. | Miscellaneous |
PIMCO Dynamic Income Strategy Fund
 PIMCO Dynamic Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Energy & Tactical Credit Opportunities Fund engages as a non-diversified, limited term closed-end management investment company. Its objective is to is to seek total return, with a secondary objective to seek to provide high current income. It focuses on investments linked to the energy sector and investments linked to the credit sectors. The company was founded in 2018 and is headquartered in New York, NY. | Miscellaneous |
The Chase Global Private Bank
 The Chase Global Private Bank Major BanksFinance The Chase Global Private Bank is a national commercial bank. The company is based in New York, NY. | Finance |
PIMCO Dynamic Income Opportunities Fund
 PIMCO Dynamic Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Dynamic Income Opportunities Fund is a closed-end management investment company, which engages in utilizing a dynamic asset allocation strategy among multiple fixed income sectors in the global credit markets. The company was founded on December 23, 2019, and is headquartered in New York, NY. | Miscellaneous |
PIMCO Access Income Fund
 PIMCO Access Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO Access Income Fund operates as a non-diversified, limited term, closed-end management investment company. The company was founded on October 1, 2021 and is headquartered in New York, NY. | Miscellaneous |
PIMCO California Flexible Municipal Income Fund
 PIMCO California Flexible Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO California Flexible Municipal Income Fund is a closed-end investment fund, which engages in investment activity. It seeks to provide current income exempt from federal and California income tax. The company was founded on February 8, 2022 and is headquartered in New York, NY. | Miscellaneous |
Virtus Investment Trust | Miscellaneous |
Pimco Flexible Municipal Income Fund | Miscellaneous |
Virtus Allianzgi Closed-End Funds | |
Roundtable Investment Partners LLC
 Roundtable Investment Partners LLC Investment ManagersFinance Roundtable Investment Partners LLC (Roundtable Investment) is a Private Equity firm, a subsidiary of Roundtable Managers LLC founded in 2006 by Stephen Henry Hopkins. The firm is headquartered in New York. | Finance |
