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Lydia So
Portfolio Manager-Equities at Seafarer Capital Partners LLC
Lydia So active positions
Companies | Position | Start | End |
---|---|---|---|
Seafarer Capital Partners LLC
![]() Seafarer Capital Partners LLC Investment ManagersFinance Seafarer Capital Partners LLC (Seafarer) is a registered investment advisor headquartered in Larkspur, California. The firm was founded by Andrew Foster and Michelle Foster in 2011. They are principally owned by the Andrew Theodore Foster and Michelle Marie Foster Revocable Living Trust. Seafarer manages investment portfolios for institutional clients which include two US-registered investment companies. | Portfolio Manager-Equities | 01/05/2022 | - |
Career history of Lydia So
Former positions of Lydia So
Companies | Position | Start | End |
---|---|---|---|
Rondure Global Advisors LLC
![]() Rondure Global Advisors LLC Investment ManagersFinance Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust. | Portfolio Manager-Equities | 01/01/2020 | 01/05/2022 |
Matthews International Capital Management LLC
![]() Matthews International Capital Management LLC Investment ManagersFinance Matthews International Capital Management LLC (dba Matthews Asia) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. | Analyst-Equity | 01/01/2004 | 01/01/2018 |
Portfolio Manager-Equities | 01/01/2018 | 01/04/2020 | |
RCM Capital Management LLC
![]() RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Corporate Officer/Principal | 01/01/2001 | 31/12/2003 |
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
![]() Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Corporate Officer/Principal | 01/01/1999 | 31/12/2000 |
Training of Lydia So
University of California, Davis | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
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RCM Capital Management LLC
![]() RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
![]() Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Finance |
Matthews International Capital Management LLC
![]() Matthews International Capital Management LLC Investment ManagersFinance Matthews International Capital Management LLC (dba Matthews Asia) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. | Finance |
Seafarer Capital Partners LLC
![]() Seafarer Capital Partners LLC Investment ManagersFinance Seafarer Capital Partners LLC (Seafarer) is a registered investment advisor headquartered in Larkspur, California. The firm was founded by Andrew Foster and Michelle Foster in 2011. They are principally owned by the Andrew Theodore Foster and Michelle Marie Foster Revocable Living Trust. Seafarer manages investment portfolios for institutional clients which include two US-registered investment companies. | Finance |
Rondure Global Advisors LLC
![]() Rondure Global Advisors LLC Investment ManagersFinance Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust. | Finance |
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