Tobias Caldwell
Vorsitzender bei Alphacentric Prime Meridian Income Fund
Ursprung des Netzwerks ersten Grades von Tobias Caldwell
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Alphacentric Prime Meridian Income Fund
 Alphacentric Prime Meridian Income Fund Investment Trusts/Mutual FundsMiscellaneous Alphacentric Prime Meridian Income Fund operates as non-diversified, closed-end management investment company. The company is headquartered in Huntington, NY.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Strategy Shares
5
| Umbrella Fund | Investment Trusts/Mutual Funds | 5 |
Mutual Fund & Variable Insurance Trust
5
| Umbrella Fund | Investment Trusts/Mutual Funds | 5 |
Mutual Fund Series Trust
 Mutual Fund Series Trust Investment Trusts/Mutual FundsMiscellaneous Mutual Fund Series Trust provides fund related services. It offers investment of securities which has credit rating for these securities could also be further seen after they are purchased by a Fund. The company is headquartered in Elkhorn, NE.
4
| Umbrella Fund | Investment Trusts/Mutual Funds | 4 |
Variable Insurance Trust
1
| Private Company | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Tobias Caldwell
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Director/Board Member | |
| AVISTA CORPORATION | Electric Utilities | Director/Board Member | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
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 Corporate Officer/Principal | |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal | |
| Princeton Services, Inc. | Treasurer | ||
| TCG Financial Series Trust I | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust II | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust III | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust IV | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust IX | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust V | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust VI | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust VII | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust VIII | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust X | Director/Board Member Director/Board Member | ||
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. | Investment Trusts/Mutual Funds | Chairman Director of Finance/CFO Corporate Secretary | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Pace University | College/University | Masters Business Admin | |
| University of Delaware | College/University | Undergraduate Degree | |
| BLACKROCK CORPORATE HIGH YIELD FUND, INC. | Investment Trusts/Mutual Funds | President | |
| BLACKROCK DEBT STRATEGIES FUND, INC. | Investment Trusts/Mutual Funds | President | |
| BLACKROCK MUNICIPAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | President | |
| BLACKROCK MUNIHOLDINGS FUND, INC. | Investment Trusts/Mutual Funds | President | |
| BLACKROCK MUNIVEST FUND II, INC. | Investment Trusts/Mutual Funds | President | |
| BLACKROCK MUNIYIELD QUALITY FUND II, INC. | Investment Trusts/Mutual Funds | President | |
Catalyst Capital Advisors LLC
 Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | Investment Trusts/Mutual Funds | President | |
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 Corporate Officer/Principal General Counsel | |
ENGIE Insight Services, Inc.
 ENGIE Insight Services, Inc. Miscellaneous Commercial ServicesCommercial Services ENGIE Insight Services, Inc. provides energy management, utility research and environmental sustainability consultancy services. It provides fully managed, technology-optimized solutions for saving resources, which in turn increase returns, lower risks, and enhance reputations. The company was founded in 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| Mfund Services LLC | Director/Board Member General Counsel | ||
BlackRock (Luxembourg) SA
 BlackRock (Luxembourg) SA Financial ConglomeratesFinance Part of BlackRock, Inc., BlackRock (Luxembourg) SA is a Luxembourger company that provides investment and financial services. The company is based in Luxembourg, Luxembourg. | Financial Conglomerates | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 50 |
| Luxemburg | 2 |
Sektoral
| Miscellaneous | 27 |
| Finance | 9 |
| Consumer Services | 3 |
| Utilities | 2 |
| Commercial Services | 2 |
Operativ
| President | 112 |
| Director/Board Member | 54 |
| Treasurer | 31 |
| Corporate Officer/Principal | 16 |
| Independent Dir/Board Member | 13 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Tobias Caldwell
- Unternehmensverbindungen