Discover top-rated Investment Management Companies in New York City based on reviews, photos, and key business details.
Investment Management Companies in New York City
an investment management company in new york city invest their clients’ money. They choose the right selection of investments - from fast-growing, risky stocks to safe but slow-growing bonds. The aim is to achieve the return the client needs at a level of risk they’re comfortable with.
Investment management firms take on all the effort of creating an investment portfolio for their clients and open up new investment opportunities that wouldn’t otherwise be available. nyc Investment management firms work for all different types of client. Some focus on wealthy individual investors. Others work with companies, charities, trusts or major corporations.
Which are the Top Investment Management Companies in New York City?
1) Roosevelt & Cross Incorporated
Roosevelt & Cross Incorporated located in New York, NY specializes solely in municipal securities, and has expertise in underwriting, sales, trading, investment banking, and credit analysis. They are able to originate new bond and note issues for state and local governments and market those securities to a large volume of retail and institutional investors. Today, they consistently rank as the most active municipal bond underwriter in New York. They are also a top-ranking underwriter in New Jersey and New England. Feel free to contact them today for more information about the services. their public and project finance departments are integral parts of the firm’s overall commitment to servicing the municipal market and sourcing new securities issues. These new issues include general obligation and revenue-backed securities for infrastructure, education, human services, healthcare, housing, resource recovery, utilities, transportation, economic development, and various other purposes.
2) Smith Graham & Co. Investment Advisors
Smith Graham & Co. Investment Advisors, L.P. ("SGIA") is a $6 billion institutional investment management specialist headquartered in Houston with a full-service office in New York. Founded in 1990 with a team hailing from diverse backgrounds, their goal is to continuously deliver solutions that meet the needs and expectations of their clients. SGIA manages $6 billion for a broadly diversified, institutional client base including public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. With a 30-year heritage, and a 15-year average client tenure, they strive to enhance their core offerings in response to investors seeking greater diversification and opportunities. They apply their conservative and repeatable investment processes to various asset classes, including U.S. fixed income and equities. their highly-qualified teams have a history of preserving capital during down market cycles and benefiting from positive market trends, all while maintaining open and responsive communications with clients, which include some of the world's largest institutional investors.
3) Ardinall Investment Management
Ardinall Investment Management located in New York, NY is an independent financial sponsor established in 2017, with presence in New York, Houston and Mexico City. Ardinall Investment Management is an investment advisory that offers strategy & financial planning to the energy & infrastructure sectors. Maria Jelescu, Partner & Co-founder. Prior to Ardinall, Maria spent 15 years at Goldman Sachs, most recently as a managing director and portfolio manager for Goldman Sachs Investment Partners, focusing on energy, industrials, transportation and infrastructure investments across the capital structure, in both public and private markets. Alberto Alonzo, Partner & Co-founder. Prior to Ardinall, Alberto was head of the Mexico City office and member of the investment team at Goldman Sachs Investment Partners, where he focused on Mexico’s energy and infrastructure sectors. Felipe Alonso, Partner. Prior to Ardinall, Felipe was a Vice President at the Investment Banking Division of Morgan Stanley in Mexico City, where he advised clients in the energy, infrastructure, industrials and telecom sectors, in both capital markets and M&A transactions.
4) Waterfall Asset Management, LLC
Waterfall Asset Management, LLC located in Manhattan, New York is an SEC-registered institutional asset manager focused on structured credit and private equity investments. Waterfall was founded in 2005 by Tom Capasse and Jack Ross, two individuals who were early leaders of the ABS industry, and who together have over 60 years of proven ABS/Loan credit analysis, trading, banking and servicing experience. Capasse and Ross started the ABS Group at Merrill Lynch in the 1980s and conducted the first ABS issuances for many of the more than 40 ABS sectors in which Waterfall invests. Waterfall has approximately $9.4 billion* in assets under management. Waterfall utilizes a relative value approach to investing in structured credit and loan products.
5) One Madison Group
One Madison Group located in Manhattan, New York is a permanent capital vehicle founded by Omar M. Asali to invest their own capital alongside a limited set of outside investors with a common philosophy. They take a patient and disciplined approach to investing and are focused on compounding capital over the long term by acquiring controlling or significant ownership positions in companies that generate substantial free cash flow and high returns on invested capital.
6) Aterian Investment Partners
Aterian Investment Partners located in Manhattan, New York is an Investment Firm. Aterian manages over $700 million of committed capital, investing in industry-leading, middle market businesses. They support investments throughout an organization, from people to processes, equipment, technology, and social governance, among other areas.
7) The Equity Group
The Equity Group located in Manhattan, New York is an investor relations firm founded in 1974. Their firm helped launch the practice of investor relations and financial communications, and is rooted in long-term client relationships, many of which span 10-20 years. They partner with their clients to help them tell their investment stories effectively and get them heard by the right audiences through strategic communications and direct investment community outreach and engagement, supported by C-suite advisory and market intelligence.
8) Paulson Investment Company, LLC
Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For nearly 50 years, they have been committed to leveraging our capital markets capabilities to aid their clients in achieving their strategic and financial objectives. They’ve built their firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation. Since its inception, Paulson Investment Company, LLC has been involved in investment banking, earning its distinction as a premier boutique investment bank in the small to mid-cap market. Paulson Investment Company, LLC’s recent expansion of its investment banking services is in response to market demands for experienced investment banks.
9) Juniper Investment Company, LLC
Juniper Investment Company, LLC is a Manhattan, New York City based investment manager founded in 2007 by Alexis Michas and John Bartholdson. Juniper manages capital on behalf of the general partner, high net worth individuals, family offices and institutional investors. Juniper’s strategy invests in a concentrated long-only portfolio of US equity securities of small to middle market companies. This strategy is the core of Juniper’s activities and has the flexibility to take advantage of the best public and private opportunities in this segment of the market. Juniper seeks to achieve investment gains through traditional value, active shareholder, strategic equity and public and private control investing by utilizing the team’s broad experience with control investments.
10) Praesidium Investment Management
Praesidium Investment Management Company, LLC located in Manhattan, NYC is a value-oriented investment firm that applies a private equity approach to investing in the public markets. Praesidium manages long-term capital for endowments, foundations, family offices and other institutional investors. Praesidium strives to create value by (i) taking ownership stakes in public companies it believes are undervalued, overlooked and off the radar of most other investors and by (ii) working closely with the management teams and boards of those companies in an effort to create and maximize value for shareholders all underpinned by a rigorous and proprietary fundamental research process.
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