![Ian R. Goltra](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ian R. Goltra
Portfolio Manager-Equities at AXS Investments LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Greg Bassuk | M | 52 |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | - |
Matthew Tuttle | M | - |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | 3 years |
Jordan Lindsay Kahn | M | - |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | 1 years |
Parker Bond Binion | M | - |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | 3 years |
Alan Savoian | M | - |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | 1 years |
Andrew Rodriguez | M | - |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | - |
Donal Bishnoi | M | - |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | 2 years |
Eric Hua | M | - |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | 1 years |
Travis Trampe | M | - |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | 2 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Jill A. Holup | F | - |
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | - |
Cynthia Mui Yee | F | - |
Orinda Asset Management LLC
![]() Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | 9 years |
Josh Rowe | M | - |
Orinda Asset Management LLC
![]() Orinda Asset Management LLC Investment ManagersFinance Orinda Asset Management LLC (Orinda) is a hedge fund management firm headquartered in Lafayette, California. It was founded in 2010 by a group of seasoned investment professionals with significant experience in the financial services industry. The firm is a subsidiary of Orinda Investment Partners LLC. Orinda works exclusively with financial advisors to help lower risk in client portfolios through their alternative mutual fund platform. | 5 years |
Joel Beam | M | - |
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | 14 years |
Michael McGowan | M | - |
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | 4 years |
Aaron H. Visse | M | - |
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | 7 years |
David McGanney | M | - |
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | 8 years |
Suzanne Kim | F | - |
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | 3 years |
James Clary | M | - |
Kensington Investment Group, Inc.
![]() Kensington Investment Group, Inc. Investment ManagersFinance Kensington Investment Group, Inc. (KIG) is a registered investment advisor that specializes in real estate securities portfolio management. The firm was founded in 1993 and provides discretionary investment management services on behalf of registered investment company clients, separate accounts and private limited partnerships. KIG is located in Orinda, California. | 3 years |
Korey Matthew Bauer | M | 35 |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | 2 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 19 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Ian R. Goltra
- Personal Network