David Lindstone
Portfolio Manager-Fixed Income at Alcentra NY LLC
Network origin in David Lindstone first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of California, Berkeley
145
| College/University | Other Consumer Services | 145 |
Alcentra NY LLC
 Alcentra NY LLC Investment ManagersFinance Alcentra NY LLC (Alcentra) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 and became a subsidiary of The Bank of New York Mellon Corp. in 2006. They were acquired by Franklin Resources, Inc. (NYSE: BEN) in 2022. Alcentra provides discretionary and non-discretionary investment advisory services to institutional clients, which include US registered investment companies, US private funds, other pooled investment vehicles and other institutions.
14
| Subsidiary | Investment Managers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Lindstone via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The Trust Company of Oklahoma
 The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Investment Managers | Director of Research - Equity | |
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 | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Doctorate Degree Graduate Degree | |
ICV Partners LLC
 ICV Partners LLC Investment ManagersFinance ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida. | Investment Managers | Private Equity Analyst | |
Alcentra Group Ltd.
 Alcentra Group Ltd. Investment ManagersFinance Alcentra provides investment and asset management services. It focuses on sub-investment grade debt capital markets. The firm offers loans for institutional investors and manages leveraged debt funds through collateralized loan obligation structures. The company was founded by David Forbes-Nixon, Christopher Damico and Stephen Bruce and in 2002 and is headquartered in London, the United Kingdom. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
DAFNA Capital Management LLC
 DAFNA Capital Management LLC Investment ManagersFinance DAFNA Capital Management LLC (DAFNA Capital) is a registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Nathan Fischel in1999 and is a subsidiary of DAFNA Holdings LP. DAFNA Capital provides investment advisory services with respect to one or more private investment funds. | Investment Managers | Analyst-Equity | |
| Indiana University | College/University | Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree Masters Business Admin | |
| University of California San Diego | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Learn Capital LLC
 Learn Capital LLC Investment ManagersFinance Learn Capital LLC (Learn Capital) is a venture capital firm founded in 1999 by Greg Mauro. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Investor | |
Alcentra Ltd.
 Alcentra Ltd. Investment ManagersFinance Alcentra Ltd. is an asset management headquartered in London. UK. The firm was founded in 2002 and is a subsidiary of Alcentra Asset Management Ltd., which, in turn, is an indirect, wholly owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Alcentra provides discretionary and non-discretionary investment advisory services to institutional clients in the form of separate accounts, pooled investment vehicles, and to other investment advisers through sub-advisory agreements. | Investment Managers | Chief Executive Officer Analyst-Fixed Income Head-Fixed Income Invts Chief Executive Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Private Equity Investor | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| University of Washington Law School | College/University | Undergraduate Degree | |
RUBICON Technology Partners LLC
 RUBICON Technology Partners LLC Investment ManagersFinance Rubicon Technology Partners LLC (Rubicon Technology) is an independent private equity firm founded in 2013 by Andy S. Gesell, Steve Carpenter and John C. Hodge. The firm is headquartered in Boulder. | Investment Managers | Private Equity Investor | |
InCloud LLC
 InCloud LLC Packaged SoftwareTechnology Services InCloud LLC provides technology enabled legal services. It manages and processes high volume, repetitive legal documents for large enterprises. The company was founded by Troy Pospisil, Ben Levi and Lane Lillquist in 2011 and is headquartered in San Francisco, CA. | Packaged Software | Corporate Officer/Principal | |
| NVC INTERNATIONAL HOLDINGS LIMITED | Electrical Products | Director/Board Member | |
Conrad N. Hilton Foundation (Investment Management)
 Conrad N. Hilton Foundation (Investment Management) Investment ManagersFinance Conrad N. Hilton Foundation (Investment Management) (The Foundation) is the investment management division of The Conrad N. Hilton Foundation, a family foundation headquartered in Westlake Village, California. The firm was founded in 1944 by the man who started Hilton Hotels. The Foundation provides funds to non-profit organizations working to improve the lives of disadvantaged and vulnerable people throughout the world. | Investment Managers | Analyst-Equity | |
CenterGate Capital LP
 CenterGate Capital LP Investment ManagersFinance CenterGate Capital LP (CenterGate Capital) is a private equity firm founded in 2014 by Stenning Schueppert. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
Moody's Corp. Research
 Moody's Corp. Research Investment ManagersFinance Moody's Corp. Research is an investment research firm located in New York City. | Investment Managers | Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Shikho Technologies Bangladesh Ltd.
 Shikho Technologies Bangladesh Ltd. Packaged SoftwareTechnology Services Shikho Technologies Bangladesh Ltd. provides online education services for students from grades 9 to 12 and preparation for SSC/HSC exams. The company is based in Dhaka, Bangladesh. The Bangladeshi company's services include live classes, tests, class notes, and animated videos. and has subsidiaries in Bangladesh. The company was founded in 2019 by Shahir Chowdhury, who has been the CEO since 2019. | Packaged Software | Director/Board Member | |
Teachmint Technologies Pvt Ltd.
 Teachmint Technologies Pvt Ltd. Packaged SoftwareTechnology Services Teachmint Technologies Pvt Ltd. engages in the provision of online teaching platform. Its mobile application enables tutors and coaching institutes to make live tutoring. The company was founded by Payoj Jain, Anshuman Kumar, Divyanish Bordja, and Mihir Gupta and is headquartered in Bangalore, IN. | Packaged Software | Director/Board Member | |
Dorm Room Fund
 Dorm Room Fund Investment ManagersFinance Dorm Room Fund makes investments in college-bound startups in Philadelphia, focusing primarily on Penn and Drexel. The fund targets companies operating in the fields of technology services. It provides financing for seed stage capital requirements. | Investment Managers | Private Equity Investor | |
DatastreamX Pte Ltd.
 DatastreamX Pte Ltd. Data Processing ServicesTechnology Services DatastreamX Pte Ltd. operates online marketplace for real-time data streams. It offers DataStreamX, an online marketplace for real-time that allows buyers to find and purchase commercial data for their business across industries and geographies; and vendors to monetize their data products while providing access to new sources of data for companies, developers, data scientists, academics and beyond. The company was founded in 2014 by Mike Davie and is headquartered in Singapore. | Data Processing Services | Corporate Officer/Principal |
Statistics
International
| United States | 33 |
| United Kingdom | 3 |
| China | 2 |
| Bangladesh | 2 |
| India | 2 |
Sectoral
| Finance | 20 |
| Consumer Services | 16 |
| Technology Services | 5 |
| Producer Manufacturing | 2 |
Operational
| Undergraduate Degree | 93 |
| Director/Board Member | 81 |
| Corporate Officer/Principal | 66 |
| Private Equity Investor | 57 |
| Analyst-Equity | 42 |
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