Nicholas Carlozzi
Portfolio Manager-Fixed Income at Tocqueville Asset Management LP
Network origin in Nicholas Carlozzi first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.
68
| Subsidiary | Investment Managers | 68 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nicholas Carlozzi via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| INUVO, INC. | Packaged Software | Director/Board Member | |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
Abraham & Co., Inc.
 Abraham & Co., Inc. Investment ManagersFinance Abraham & Co., Inc. provides investment advice. The private company is based in Gig Harbor, WA and has subsidiaries in the United States. | Investment Managers | Corporate Officer/Principal 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 | Analyst-Equity | |
Moonit LLC
 Moonit LLC Packaged SoftwareTechnology Services Moonit LLC operates as an app laboratory. It offers Meet by Moonit, an application that helps users to connect with new people around the globe for dating and friendship enabling them to chat with each other, message each other, share pictures, send photos, and exchange gifts. The company was founded by Mason Sexton, Mehmet Fatih Yildiz and Dana Kanze and is headquartered in New York, NY. | Packaged Software | Founder | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Lebenthal Asset Management LLC
 Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Investment Managers | Portfolio Manager-Equities | |
Sterling Grace Corp.
 Sterling Grace Corp. Investment Trusts/Mutual FundsMiscellaneous Sterling Grace Corp. provides investment services. The company provides its services to investors, institutions and investment partnerships. It also operates in hedge funds and real estate investments. The company is headquartered in Glen Head, NY | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Director of Research - Equity | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
Sprott Asset Management USA, Inc.
 Sprott Asset Management USA, Inc. Investment ManagersFinance Sprott Asset Management USA, Inc. (SAM USA) is a SEC-registered investment adviser headquartered in Carlsbad, California. The firm was founded by Arthur Richards “Rick” Rule in 2005. They are a subsidiary of Sprott US Holdings, Inc., owned by Sprott, Inc. (TSX: SII) in Canada. SAM USA provides investment advisory services on both a discretionary and non-discretionary basis to individuals and institutions with separately managed accounts and private funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Thermopolis Partners LLC
 Thermopolis Partners LLC Investment ManagersFinance Thermopolis Partners LLC (Thermopolis) is an independent hedge fund management firm headquartered in Laramie, Wyoming. The firm was founded in 2001 by Philip Treick, Jr. Thermopolis manages a real assets income long/short fund which are offered to high net worth investors. | Investment Managers | Private Equity Investor Analyst-Equity | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale School of Management | College/University | Masters Business Admin Masters Business Admin | |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Sicart Associates LLC
 Sicart Associates LLC Investment ManagersFinance Sicart Associates LLC is a registered investment advisor headquartered in New York City. The firm was founded in 2016 by François Sicart, Allen Huang and Bogumil Baranowski. It is wholly-owned by Sicart Partners LP. Sicart Associates provides investment advisory services on a discretionary basis to individuals, families, trusts, foundations, and private investment vehicles. | Investment Managers | Portfolio Manager-Equities Founder | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Warsaw School of Economics | College/University | Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| CCX Network, Inc. | Director/Board Member | ||
Raymond James Financial Services Advisors, Inc.
 Raymond James Financial Services Advisors, Inc. Investment ManagersFinance Raymond James Financial Services Advisors, Inc. (RJFSA) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 2009 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJFSA provides advisory services to individuals, IRAs, banks and thrift institutions, trusts, estates, charitable organizations, state and municipal government entities, pension and profit-sharing plans, including plans subject to ERISA, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
| Sciences Po | College/University | Graduate Degree | |
| Manufacturers Hanover Trust Bank | Corporate Officer/Principal |
Statistics
International
| United States | 48 |
| France | 3 |
| Poland | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 21 |
| Technology Services | 3 |
| Miscellaneous | 3 |
Operational
| Portfolio Manager-Equities | 92 |
| Corporate Officer/Principal | 74 |
| Undergraduate Degree | 59 |
| Analyst-Equity | 55 |
| Masters Business Admin | 28 |
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