Kiko Vallarta
Portfolio Manager-Equities at iM Global Partner Fund Management LLC
Network origin in Kiko Vallarta first degree
Entity | Entity type | Industry | |
---|---|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans.
8
| Subsidiary | Investment Managers | 8 |
iM Global Partner Fund Management LLC
iM Global Partner Fund Management LLC Investment ManagersFinance iM Global Partner Fund Management LLC (iMGPFM) is a SEC-registered investment advisor headquartered in El Segundo, California. Formerly known as Litman Gregory Fund Advisors LLC, the firm is a wholly owned subsidiary of iM Global Partner US LLC, ultimately owned by Eurazeo SA (EPA: RF) in France. iMGPFM provides investment management services to (i) registered open-end mutual funds, (ii) third-party distributors, and (iii) financial professionals.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kiko Vallarta via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Brown Investment Advisory & Trust Co.
Brown Investment Advisory & Trust Co. Investment ManagersFinance Brown Investment Advisory & Trust Co. provides fund management services. It serves high net worth individuals and institutions. The firm manages accounts for individuals, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, family office, executives, foundations, trust services and state or municipal government entities. The company was founded in 1993 and is headquartered Baltimore, MD. | Investment Managers | Corporate Officer/Principal | |
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Investment Managers | Analyst-Fixed Income | |
StraightLine Group LLC
StraightLine Group LLC Investment ManagersFinance StraightLine Group LLC provides investment advice. It offers employer programs, retirement accounts, financial planning and account management services. The company was founded in June 2006 and is headquartered in Troy, MI. | Investment Managers | Corporate Officer/Principal | |
Brown University | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Core Asset Management Co.
Core Asset Management Co. Investment ManagersFinance Core Asset Management Co. (Core) is a SEC-registered investment advisor headquartered in Sausalito, California. The firm was founded in 1979 as JW Cookson Co. (Cookson). In 1986, Cookson was acquired by The Mayberry Group, Inc., when the present management assumed control of the firm and subsequently changed their name. Core provides portfolio management for individuals and families and their related trusts, retirement plans, foundations, and offices. | Investment Managers | Corporate Officer/Principal | |
MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal | |
Stephens College | College/University | Undergraduate Degree | |
Principia College | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Graduate Degree Masters Business Admin | |
The University of Montana | College/University | Undergraduate Degree | |
University of the Pacific
University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
University of South Carolina | College/University | Masters Business Admin | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Public Communications Contact Corporate Officer/Principal | |
Stephen M. Ross School of Business | College/University | Masters Business Admin | |
Robert H. Smith School of Business | College/University | Masters Business Admin | |
St. Stephens College | College/University | Undergraduate Degree | |
Impactassets, Inc.
Impactassets, Inc. Insurance Brokers/ServicesFinance ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD. | Insurance Brokers/Services | Chief Operating Officer |
Statistics
International
United States | 25 |
Canada | 2 |
India | 2 |
Sectoral
Consumer Services | 14 |
Finance | 12 |
Commercial Services | 2 |
Operational
Portfolio Manager-Equities | 10 |
Undergraduate Degree | 9 |
Corporate Officer/Principal | 9 |
Analyst-Equity | 6 |
Masters Business Admin | 4 |
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