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Bruce Michael Lupatkin
Portfolio Manager-Equities at Hangar 4 Partners LLC
Network origin in Bruce Michael Lupatkin first degree
Entity | Entity type | Industry | |
---|---|---|---|
Hambrecht & Quist LLC
11
| Extinct | Investment Banks/Brokers | 11 |
Hangar 4 Partners LLC
![]() Hangar 4 Partners LLC Investment ManagersFinance Hangar 4 Partners LLC is a registered investment advisor and hedge fund manager located In Novato, California.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bruce Michael Lupatkin via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Falcon Point Capital LLC
![]() Falcon Point Capital LLC Investment ManagersFinance Falcon Point Capital LLC (Falcon Point) is an independent investment manager headquartered in Orinda, California. The firm was founded in 1986 and formerly known as Emerging Growth Management LLC and EGM Capital LLC. Falcon Point serves as the general partner of investment limited partnerships and serves as the investment adviser to other accounts. | Investment Managers | Portfolio Manager-Equities | |
INTEL CORPORATION | Semiconductors | Sales & Marketing | |
TD Prime Services LLC
![]() TD Prime Services LLC Investment Banks/BrokersFinance TD Prime Services LLC is a broker-dealer and FINRA member headquartered in New York City. The firm was formerly known as Albert Fried & Co. LLC. Albert Fried & Co. was acquired by TD Securities in January 2017. TD Prime Services is a direct subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Prime Services operates under the TD Securities brand. They offer a comprehensive suite of client-focused services to hedge funds, alternative asset and institutional investment managers. | Investment Banks/Brokers | Director of Research - Fxd Inc | |
MERRIMAN HOLDINGS, INC. | Investment Banks/Brokers | Director/Board Member | |
Welch Capital Partners LLC
![]() Welch Capital Partners LLC Investment ManagersFinance Welch Capital Partners LLC (WCP) is an independent registered investment advisor and hedge fund manager headquartered in Brooklyn, New York. The firm was founded by Leighton Welch in 1996. WCP provides investment advisory services to separately managed accounts as well as a long-short private limited partnership. | Investment Managers | Analyst-Equity | |
NetCurrents Information Services, Inc.
![]() NetCurrents Information Services, Inc. Internet Software/ServicesTechnology Services NetCurrents Information Services, Inc. provides critical information and strategic counsel in a broad range of areas which assist, among other things in improving corporate performance, protecting and enhancing their corporate and personal images, measuring a wide range of perceptions, providing competitive intelligence, countering misinformation and fraud on the Internet, providing due diligence support and optimizing shareholder value. NetCurrents monitors and delivers this targeted Internet information based on specific criteria pre-determined by clients. Its services include real-time web clipping, real-time monitoring and notification, analysis and reporting, competitive intelligence, dissemination of strategic information, due diligence support, merger/acquisition support, forensic accounting support, pre and post IPO support, asset tracking, crisis intervention and a variety of customized services. The company was founded on August 10, 1989 and is headquartered in Miami, FL. | Internet Software/Services | Director/Board Member | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Midtown Partners & Co. LLC
![]() Midtown Partners & Co. LLC Investment Banks/BrokersFinance Founded in 2000, Midtown Partners & Co. LLC is a broker/dealer located in Tampa, Florida with additional offices in Boca Raton, Florida and New York City. They firm is a subsidiary of Apogee Financial Investments, Inc. Midtown Partners & Co. offers a full array of investment services including assisting private and public companies with advisory and financial services such as venture, expansion and LBOs, mergers and acquisitions, valuation services and professional document preparation and review. They cover a variety of industries including healthcare, technology/media/telecommunications (TMT), alternative energy, natural resources, aerospace and defense, consumer/retail, special situations and emerging markets. The firm is a member of the NASD and the SIPC. | Investment Banks/Brokers | Analyst-Equity | |
PROBILITY MEDIA CORPORATION | Miscellaneous Commercial Services | Chief Executive Officer | |
WR Hambrecht + Co. LLC
![]() WR Hambrecht + Co. LLC Investment Banks/BrokersFinance Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals. | Investment Banks/Brokers | Institutional Sales Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Graduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Undergraduate Degree | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity | |
Northland Securities, Inc.
![]() Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity | |
Purdue University | College/University | Graduate Degree | |
Rochester Institute of Technology
![]() Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree | |
Baruch College | College/University | Masters Business Admin | |
LifeSci Advisors LLC
![]() LifeSci Advisors LLC Miscellaneous Commercial ServicesCommercial Services LifeSci Advisors LLC is an investor relations consultancy founded to provide companies in the life sciences a comprehensive solution to investor communications and outreach. Their services are designed to increase clients? visibility within the investment community and to educate investors about the opportunity. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University College Dublin | College/University | Graduate Degree | |
Rollins College (Florida) | College/University | Undergraduate Degree | |
American University | College/University | Masters Business Admin | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Notre Dame de Namur University | College/University | Masters Business Admin | |
Santa Clara University | College/University | Undergraduate Degree | |
The Catholic University of America | College/University | Undergraduate Degree | |
JPMorgan Chase Bank, NA (Investment Management)
![]() JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Sales & Marketing | |
BTG Pactual US Capital LLC
![]() BTG Pactual US Capital LLC Investment Banks/BrokersFinance BTG Pactual (United States) is a broker/dealer located in New York City. The firm is a subsidiary of BTG Pactual SA, the largest independent investment bank in Latin America. BTG Pactual began their equity brokerage business in 2003. The firm provides sales and trading services across a variety of asset classes in both local and international markets. Their services include customized execution, DMA algorithms and a dedicated execution platform for equities and ETD products. The firm also offers an electronic trading platform that provides clients with both a tool for their BM&F Bovespa trades and the ability to customize and enhance trade execution. BTG Pactual offers a range of products, securities transactions and services through their Sales & Trading teams in fixed-income, currencies and commodities (FICC) and through their equities teams in Brazil, Latin America and international markets. The firm's Sales & Trading teams also provide high quality execution across the various market segments, as well as products including equities cash and derivatives, FX and interest rate derivatives, swap products, money markets and credit trading (sovereign and corporate debt). BTG Pactual's Sales & Trading teams work closely with the firm's product specialists to offer structured and tailored products in Brazilian FX, FI and credit markets. | Investment Banks/Brokers | Corporate Officer/Principal | |
Trinity College Dublin | College/University | Undergraduate Degree | |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 46 |
Ireland | 3 |
Italy | 2 |
Sectoral
Finance | 27 |
Consumer Services | 13 |
Commercial Services | 4 |
Electronic Technology | 3 |
Miscellaneous | 3 |
Operational
Corporate Officer/Principal | 28 |
Analyst-Equity | 22 |
Undergraduate Degree | 12 |
Director/Board Member | 8 |
Chief Executive Officer | 6 |
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