Tom Merrill

Corporate Officer/Principal bei Forum CRE Income Fund

38 Jahre

Miscellaneous

Ursprung des Netzwerks ersten Grades von Tom Merrill

Einheit	Art der Einheit	Industrie
Forum CRE Income Fund Forum CRE Income Fund Investment Trusts/Mutual FundsMiscellaneous Forum Real Estate Income Fund is a closed-end management investment fund, whose primary goal is to maximize current income, with a focus on capital preservation. The company is headquartered in Denver, CO. 9	Mutual Fd-Closed End	Investment Trusts/Mutual Funds	9

Unternehmensgrafik - zweiten Grades

Beziehungen zu mehreren Unternehmen

Unternehmensverbindungen über das persönliche Netzwerk von Tom Merrill

Unternehmen	Sektor	Verknüpfte Personen	Hauptposition
Meridian Fund, Inc.	Investment Trusts/Mutual Funds	Derek Mullins	Director of Finance/CFO
SPDR S&P MIDCAP 400 ETF TRUST	Investment Trusts/Mutual Funds	Cory Gossard	Compliance Officer
SPDR S&P 500 ETF TRUST	Investment Trusts/Mutual Funds	Cory Gossard	Compliance Officer
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	Investment Trusts/Mutual Funds	Cory Gossard	Compliance Officer
THE MARYGOLD COMPANIES, INC.	Investment Trusts/Mutual Funds	Derek Mullins	Director/Board Member
Destra Investment Trust	Investment Trusts/Mutual Funds	Derek Mullins	Director of Finance/CFO
Destra Multi-Alternative Fund Destra Multi-Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT.	Investment Trusts/Mutual Funds	Derek Mullins Cory Gossard	Director of Finance/CFO Compliance Officer
Lattice Strategies Trust Lattice Strategies Trust Investment Trusts/Mutual FundsMiscellaneous Lattice Strategies Trust provides investment solutions. It processes to the management of liquid, transparent, tax-efficient, and structurally simple investment solutions. Lattice Strategies Trust was founded in 2007 and is headquartered in San Francisco, CA.	Investment Trusts/Mutual Funds	Cory Gossard	Compliance Officer
Morgan Stanley Investment Management (Japan) Co. Ltd. Morgan Stanley Investment Management (Japan) Co. Ltd. Investment ManagersFinance Morgan Stanley Investment Management (Japan) Co. Ltd. (MSIM-Japan) is the investment management subsidiary of Morgan Stanley Japan Holdings Co. Ltd., itself a subsidiary of US-based Morgan Stanley (NYSE: MS). Formerly known as Morgan Stanley Asset & Investment Trust Management Co. Ltd., established in 1987, the firm changed their name to Morgan Stanley Investment Management (Japan) Co. Ltd. in 2012. MSIM-Japan is based in Tokyo and provides investment advisory and asset management services to public and private pension funds and financial institutions.	Investment Managers	David Ezra Gerstenhaber	Economist
University of Cambridge	College/University	David Ezra Gerstenhaber	Graduate Degree
Yale University	College/University	David Ezra Gerstenhaber	Graduate Degree
Ruprecht-Karls-Universität Heidelberg	College/University	Cory Gossard	Undergraduate Degree
Black Creek Capital Ltd.		Derek Mullins	Chief Operating Officer
ALPS Fund Services, Inc. ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO.	Investment Managers	Derek Mullins Cory Gossard	Corporate Officer/Principal Corporate Officer/Principal
ArrowMark Colorado Holdings LLC ArrowMark Colorado Holdings LLC Investment ManagersFinance ArrowMark Colorado Holdings LLC (ArrowMark) is a SEC-registered investment advisor headquartered in Denver, Colorado. Formerly known as Arrowpoint Asset Management LLC, the firm was founded in 2007 by David Corkins, Karen Reidy, and Minyoung Sohn. They are owned by CF Shirtsleeves LLC. ArrowMark manage assets on behalf of a broad array of institutional clients and private wealth allocators across their investment strategies, along with the management of broadly syndicated and middle-market CLO Funds and customized separately managed accounts.	Investment Managers	Derek Mullins	Chief Operating Officer
Acorn Advisory Capital LP Acorn Advisory Capital LP Investment ManagersFinance Acorn Advisory Capital LP (Acorn) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a subsidiary of Delphi Financial Group, Inc., which is ultimately-owned by Tokio Marine Holdings, Inc. (TYO: 8766) in Japan. Acorn provides investment advisory services to and manages private funds engaged in a multi-manager, multi-strategy investment program.	Investment Managers	David Ezra Gerstenhaber	Chief Investment Officer
University of Colorado Boulder	College/University	Derek Mullins	Undergraduate Degree
University of Colorado Denver	College/University	Derek Mullins	Graduate Degree
Vident Investment Advisory LLC Vident Investment Advisory LLC Investment ManagersFinance Vident Investment Advisory LLC (VIA) is an investment advisory firm headquartered in Alpharetta, Georgia. The firm was founded by Nicholas Stonestreet and Denise M. Krisko in 2014. They are a wholly owned subsidiary of Vident Financial LLC, which is owned by Vident Investors’ Oversight Trust. VIA primarily provides investment sub-advisory services to ETFs, UCITS, and private funds.	Investment Managers	Cory Gossard	Compliance Officer
BlueBay Destra International Event-Driven Credit Fund BlueBay Destra International Event-Driven Credit Fund Investment Trusts/Mutual FundsMiscellaneous BlueBay Destra International Event-Driven Credit Fund is a Closed-End Investment Company. The Company is headquartered in Bozeman, MT.	Investment Trusts/Mutual Funds	Derek Mullins Cory Gossard	Director of Finance/CFO Compliance Officer
FREG Briarwood Associates LLC FREG Briarwood Associates LLC Real Estate DevelopmentFinance FREG Briarwood Associates LLC engages in the commercial real estate business. The company is headquartered in Glendale, CO.	Real Estate Development	Darren Fisk	President
FREG The View Associates LLC FREG The View Associates LLC Real Estate DevelopmentFinance FREG The View Associates LLC engages in the commercial real estate business. The company is headquartered in Glendale, CO.	Real Estate Development	Darren Fisk	President
FDG Epoque Castle Rock Associates LLC FDG Epoque Castle Rock Associates LLC Real Estate DevelopmentFinance FDG Epoque Castle Rock Associates LLC provides commercial real estate services. The company is headquartered in Glendale, CO.	Real Estate Development	Darren Fisk	President
Pine Advisor Solutions LLC		Derek Mullins Cory Gossard	Founder Director/Board Member
Forum Integrated Income Fund I LP Forum Integrated Income Fund I LP Real Estate DevelopmentFinance Forum Integrated Income Fund I LP provides financial management services. The company is headquartered in Glendale, CO.	Real Estate Development	Darren Fisk Marc Swerdlow	President Chief Operating Officer
FREG The Diplomat Holdings LLC FREG The Diplomat Holdings LLC Real Estate DevelopmentFinance FREG The Diplomat Holdings LLC provides residential services. The company is headquartered in Denver, CO.	Real Estate Development	Marc Swerdlow	Chief Operating Officer
Primark Private Equity Investments Fund	Investment Trusts/Mutual Funds	Michael Bell	Chief Executive Officer
Bow River Capital Evergreen Private Markets Fund Bow River Capital Evergreen Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO.	Investment Trusts/Mutual Funds	Derek Mullins	Treasurer
Alternative & Direct Investment Securities Association		Amanda Teeple	Director/Board Member
DESTINY TECH100 INC.	Investment Trusts/Mutual Funds	Cory Gossard	Compliance Officer
Forum Capital Advisors LLC Forum Capital Advisors LLC Investment ManagersFinance Forum Capital Advisors LLC is an asset management company that provides discretionary investment management services. The company is based in Denver, CO and has subsidiaries in the United States. FCA is a boutique asset management firm that focuses on identifying commercial real estate-backed debt investment opportunities across the real estate capital stack and throughout market cycles. FCA was founded in 2018 by Darren Fisk, who has been the CEO since 2019.	Investment Managers	Darren Fisk	Chief Executive Officer
Kelly Strategic ETF Trust Kelly Strategic ETF Trust Investment Trusts/Mutual FundsMiscellaneous Kelly Strategic ETF Trust functions as an exchange traded fund. The Trust is an open-end, management investment company and operates as a statutory trust. The company is headquartered in Denver, CO.	Investment Trusts/Mutual Funds	Cory Gossard	Compliance Officer
SS&C ALPS Advisors		Cory Gossard	Compliance Officer
Altmore BDC, Inc. Altmore BDC, Inc. Finance/Rental/LeasingFinance Altmore BDC, Inc. operates as a specialty finance company. It invests in senior secured term loans to cannabis operators in the United States, including cultivators, processors, manufacturers, distributors, and retailers. The company was founded in July 2021 and is headquartered in McLean, VA.	Finance/Rental/Leasing	Derek Mullins Cory Gossard	Director of Finance/CFO Compliance Officer
Cantor Fitzgerald Sustainable Infrastructure Fund Cantor Fitzgerald Sustainable Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Cantor Fitzgerald Sustainable Infrastructure Fund operates as a closed-end management investment company. It is operated as an interval fund. The company was founded on December 16, 2021 and is headquartered in New York, NY.	Investment Trusts/Mutual Funds	Cory Gossard	Compliance Officer
FDG Kallan Associates LLC		Darren Fisk	Director/Board Member
FDG Bascom Land Associates LLC		Darren Fisk	Director/Board Member