Jeremy Held
Director/Board Member at PRINCIPAL REAL ESTATE INCOME FUND
Network origin in Jeremy Held first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Habitat for Humanity of Metro Denver, Inc.
 Habitat for Humanity of Metro Denver, Inc. Services to the Health IndustryHealth Services Habitat for Humanity of Metro Denver, Inc. operates as a non-profit organization which builds & sells homes and provides community housing services. It offers homeownership, home repair, neighborhood revitalization programs. The company was founded by Millard Fuller and Linda Fuller in 1979 and is headquartered in Denver, CO.
23
| Subsidiary | Services to the Health Industry | 23 |
Bow River Asset Management LLC
 Bow River Asset Management LLC Investment ManagersFinance Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado.
21
| Private Company | Investment Managers | 21 |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO.
13
| Subsidiary | Investment Managers | 13 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
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.
8
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 8 |
Bow River Asset Management LLC/Private Credit/
 Bow River Asset Management LLC/Private Credit/ Investment ManagersFinance Bow River Asset Management LLC/Private Credit/ is a firm, a subsidiary of Bow River Asset Management LLC. Bow River Asset Management LLC/Private Credit/ is headquartered in.
5
| Subsidiary | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeremy Held via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor General Counsel General Counsel | |
| The University of Colorado | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| ALPS Variable Investment Trust | Treasurer Director/Board Member President Compliance Officer Treasurer Corporate Secretary | ||
| RIVERNORTH OPPORTUNITIES FUND, INC. | Investment Trusts/Mutual Funds | President Director of Finance/CFO Chief Executive Officer President Compliance Officer Treasurer | |
| ALPS ETF Trust | Investment Trusts/Mutual Funds | Treasurer Director/Board Member Director/Board Member Treasurer Compliance Officer Corporate Secretary | |
| CLOUGH GLOBAL DIVIDEND AND INCOME FUND | Investment Trusts/Mutual Funds | President Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Secretary | |
| CLOUGH GLOBAL EQUITY FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Secretary | |
| LIBERTY ALL-STAR EQUITY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal Treasurer Compliance Officer Treasurer | |
| CLOUGH GLOBAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President Director/Board Member Corporate Officer/Principal Director of Finance/CFO Corporate Secretary | |
| Financial Investors Trust | Investment Trusts/Mutual Funds | Treasurer Director/Board Member Treasurer Corporate Secretary | |
| LIBERTY ALL-STAR GROWTH FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Compliance Officer Treasurer | |
| REAVES UTILITY INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Treasurer | |
| Pine Advisor Solutions LLC | Founder Corporate Officer/Principal Founder | ||
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| ALPS ETF TRUST - ALERIAN MLP ETF | Investment Trusts/Mutual Funds | Treasurer Director/Board Member President | |
ALPS Advisors, Inc.
 ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Director/Board Member Head-Equity Investments Corporate Officer/Principal | |
Bow River Capital Partners LLC
 Bow River Capital Partners LLC Financial ConglomeratesFinance Bow River Capital Partners LLC provides investment services. The private company is based in Denver, CO. The company was founded in 2003 by Blair E. Richardson. Blair E. Richardson has been the CEO since 2003. | Financial Conglomerates | Chief Executive Officer Corporate Officer/Principal Chairman | |
NCP Investor, Inc.
 NCP Investor, Inc. Investment ManagersFinance NCP Investor, Inc. operates as a development stage company. The company is headquartered in Denver, CO. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Dawson Thomas, Inc.
 Dawson Thomas, Inc. Hospital/Nursing ManagementHealth Services Dawson Thomas, Inc. provides home nursing services. It offers pediatric home-based private duty nursing (PDN), physical therapy, occupational therapy, speech therapy, and applied behavior analysis (ABA) therapy. The company was founded in 1979 and is headquartered in Englewood, CO. | Hospital/Nursing Management | Chairman Director/Board Member Director/Board Member | |
| University of Denver | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Clough Funds Trust | Investment Trusts/Mutual Funds | Treasurer Corporate Secretary | |
| Miami University | College/University | Undergraduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Corporate Officer/Principal Masters Business Admin | |
| University of Colorado Denver | College/University | Graduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Metropolitan State University of Denver | College/University | Graduate Degree Chairman | |
| University of Colorado Boulder | College/University | Undergraduate Degree Graduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Liftout Capital
 Liftout Capital Investment ManagersFinance Liftout Capital (Liftout Capital) is a private equity firm founded in 2023 by Eric B. Wolf and Bo W. Sutton. The firm is headquartered in Denver, Colorado. | Investment Managers | Founder Founder | |
| ALPS ETF TRUST - ALPS REIT DIVIDEND DOGS ETF | Investment Trusts/Mutual Funds | Treasurer Director/Board Member | |
CapEx Partners LP
 CapEx Partners LP Investment ManagersFinance CapEx Partners LP (CapEx Partners) is a venture capital firm founded in 1998 by Bernard Darr, Jeff Ross and Evan Zucker. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| SRH TOTAL RETURN FUND, INC. | Investment Trusts/Mutual Funds | Treasurer Treasurer | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Elevation ETF Trust | Chairman Treasurer | ||
| FTAM Funds Distributor, Inc. | Director/Board Member President | ||
| Paralel Technologies LLC | Chief Executive Officer Corporate Officer/Principal | ||
ALPS Portfolio Solutions Distributor, Inc.
 ALPS Portfolio Solutions Distributor, Inc. Investment Banks/BrokersFinance Alps Portfolio Solutions Distributor Inc. operates as a brokerage firm. It engages in buying and selling of securities such as stocks, bonds, and mutual funds. The company is headquartered in Denver, CO. | Investment Banks/Brokers | President President | |
| ALPS Series Trust | Investment Trusts/Mutual Funds | Chairman Treasurer | |
Alps Distributors, Inc.
 Alps Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Part of SS&C Technologies Holdings, Inc., ALPS Distributors, Inc. provides distribution services. The company is based in Beachwood, NJ. | Miscellaneous Commercial Services | President Director/Board Member | |
ALPS Funds Services, Inc.
 ALPS Funds Services, Inc. Investment Trusts/Mutual FundsMiscellaneous ALPS Funds Services, Inc. provides back office services for open and closed-end, and hedge funds. The firm provides administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency, and shareholders services. The company was founded by W. Robert Alexander in 1985 and is headquartered in Denver, CO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Magnifi/Tifin Group/
 Magnifi/Tifin Group/ Packaged SoftwareTechnology Services Magnifi/Tifin Group is an American company that develops an investment mobile application. The company is located in the US and has subsidiaries in Israel. The company was founded by Vinay Balagopal Nair. | Packaged Software | Chief Operating Officer Director/Board Member | |
IDFC Private Equity Co. Ltd.
 IDFC Private Equity Co. Ltd. Investment ManagersFinance IDFC Private Equity Co. Ltd. (IDFC Private Equity) is a private equity firm, subsidiary of Investcorp Corporate Investment Group founded in 2002. The firm is headquartered in Mumbai, Maharashtra, India. | Investment Managers | Private Equity Investor | |
| Freshtohome Pte Ltd. | Director/Board Member | ||
| Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
Providence Equity Partners LLC
 Providence Equity Partners LLC Investment ManagersFinance Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island. | Investment Managers | Private Equity Investor | |
| Indian Institute of Technology Bombay | College/University | Undergraduate Degree | |
Global Dental Services Ltd.
 Global Dental Services Ltd. Medical/Nursing ServicesHealth Services Global Dental Services Ltd. operates as a medical practice company. The company was founded by Amarinder Singh in 2011 and is headquartered in New Delhi, India. | Medical/Nursing Services | Director/Board Member |
Statistics
International
| United States | 46 |
| India | 5 |
| Singapore | 2 |
Sectoral
| Miscellaneous | 18 |
| Consumer Services | 14 |
| Finance | 11 |
| Health Services | 3 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 140 |
| Corporate Officer/Principal | 83 |
| Treasurer | 49 |
| President | 40 |
| Undergraduate Degree | 37 |
Most connected contacts
| Insiders | |
|---|---|
| Jeremy May | 28 |
| Gaurav Sharma | 26 |
| Ben Weinberg | 26 |
| Kimberly R. Storms | 21 |
| Rick Pederson | 19 |
| Derek Mullins | 16 |
| Jill Kerschen | 16 |
| Tom Carter | 16 |
| Bruno Darré | 13 |
| Jack Swift | 11 |
| Jay Ottoson | 10 |
| Jon DeSimone | 10 |
| Brendan Hamill | 9 |
| Shayan S. Masoudpour | 9 |
| Nicholas Adams | 9 |
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