Sam Helfaer
Analyst-Equity at Athyrium Capital Management LP
Network origin in Sam Helfaer first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Yale University
375
| College/University | Other Consumer Services | 375 |
Athyrium Capital Management LP
 Athyrium Capital Management LP Investment ManagersFinance Athyrium Capital Management LP (Athyrium) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jeffrey A. Ferrell in 2008 as Athyrium Capital Management LLC and converted from a Delaware limited liability company to a Delaware limited partnership in 2015. Athyrium provides advisory services on a discretionary basis to its clients, which may include specific tailored vehicles and pooled investment vehicles intended for sophisticated investors and institutional investors.
19
| Private Company | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sam Helfaer via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Argentum Group (New York)
 The Argentum Group (New York) Investment ManagersFinance The Argentum Group (New York) (Argentum Group) is a private equity firm founded in 1988 by Walter H. Barandiaran and Daniel Raynor. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Simons & Co. Ltd.
 Simons & Co. Ltd. Finance/Rental/LeasingFinance Simons & Co. Ltd. provides and offers loans. The private company is based in Edinburgh, UK. | Finance/Rental/Leasing | Private Equity Analyst | |
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 | Market Strategist Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor Private Equity Analyst | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | 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 | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree 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 | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| University of Oxford | College/University | Doctorate Degree Undergraduate Degree | |
STG Partners LLC
 STG Partners LLC Investment ManagersFinance STG Partners LLC (STG Partners) is a private equity firm founded in 2002 by Romesh Wadhwani, Robert L. Evans and William F. Chisholm. The firm is headquartered in Palo Alto, California with an additional offices in Milan and Bangalore. | Investment Managers | Private Equity Investor | |
Robert W. Baird Group Ltd.
 Robert W. Baird Group Ltd. Regional BanksFinance Founded in 1965, Robert W. Baird Group Ltd. is a financial and investment services provider to individuals and companies. Part of Baird Financial Group, Inc., the company is based in London, UK. | Regional Banks | Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| Princeton University | College/University | Corporate Officer/Principal Undergraduate Degree | |
| The University of Colorado | College/University | Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Francisco Partners Management LP
 Francisco Partners Management LP Investment ManagersFinance Francisco Partners Management LP (Francisco Partners) is a private equity firm founded in 1999 by Benjamin Ball, Dipanjan Deb, Neil Garfinkel, Sanford Robertson and David Stanton. The firm is headquartered in San Francisco and London. | Investment Managers | Private Equity Analyst | |
| Shanghai Jiao Tong University | College/University | Undergraduate Degree Undergraduate Degree | |
Mill Road Capital Management LLC
 Mill Road Capital Management LLC Investment ManagersFinance Mill Road Capital Management LLC (Mill Road Capital) is a private equity firm founded in 2004 by Thomas Lynch. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst | |
L.E.K. Consulting LLC
 L.E.K. Consulting LLC Miscellaneous Commercial ServicesCommercial Services L.E.K. Consulting LLC operates as a management consulting firm. It offers disruption management, post-merger integration, and marketing and sales services. The company was founded by James Lawrence, Iain Evans and Richard Koch in 1983 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Consultant / Advisor | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Yale School of Management | College/University | Corporate Officer/Principal Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Point72 Asset Management LP
 Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Kestrel Therapeutics, Inc.
 Kestrel Therapeutics, Inc. Miscellaneous Commercial ServicesCommercial Services Kestrel Therapeutics, Inc. operates as a biotechnology development company. The company is based in Wayland, MA. The CEO of the company is Frank G. Haluska. | Miscellaneous Commercial Services | Director/Board Member | |
Riverstone Investment Group LLC
 Riverstone Investment Group LLC Investment ManagersFinance Riverstone Investment Group LLC (Riverstone Investment Group) is a private equity firm, subsidiary of Riverstone Holdings LLC, founded in 2000 by Pierre F. Lapeyre, Jr. and David M. Leuschen. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Cormorant Asset Management LLC/Private Equity/
 Cormorant Asset Management LLC/Private Equity/ Investment ManagersFinance Cormorant Asset Management LLC/Private Equity/ (Cormorant Asset Management) is a venture capital subsidiary of Cormorant Asset Management LP founded in 2013 by Bi Hua Chen. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
| ENLIVEN THERAPEUTICS, INC. | Biotechnology | Director/Board Member | |
Accelerated Brands LLC
 Accelerated Brands LLC Other Consumer ServicesConsumer Services Accelerated Brands LLC provides consumer and commercial automotive services. The company is based in Winston-Salem, NC and has subsidiaries in the United States. The company was founded in 2012 by Justin W. Strickland. | Other Consumer Services | Director/Board Member | |
Nexo Therapeutics, Inc.
 Nexo Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Nexo Therapeutics is a small molecule oncology company that focuses on discovering and developing new drugs for cancer patients who do not have effective treatments. The company is based in Littleton, CO and Watertown, MA. The company uses covalent ligand discovery, chemical biology, cancer biology, and medicinal chemistry to target the underlying causes of cancer through innovative methods. Nexo Therapeutics was founded by John Athanosopoulos, Andrew J. Phillips, Michael Kim, and Rhamy Zeid. Andrew J. Phillips has been the CEO of the company since 2022. | Pharmaceuticals: Major | Founder | |
Moonlake Immunotherapeutics AG
 Moonlake Immunotherapeutics AG Pharmaceuticals: MajorHealth Technology Part of MoonLake Immunotherapeutics, Moonlake Immunotherapeutics AG is a Swiss clinical-stage biopharmaceutical company. The company is based in Zug, Switzerland. The company was founded in 2021 by Arnout Ploos van Amstel, Jorge Santos da Silva, Kristian Reich. Moonlake Immunotherapeutics was acquired by Helix Acquisition Corp. on April 05, 2022 for $395.41 million. | Pharmaceuticals: Major | Director/Board Member | |
Princeton Medspa Partners LLC
 Princeton Medspa Partners LLC Other Consumer ServicesConsumer Services Princeton Medspa Partners LLC is a national aggregator of medspas and aesthetic medical practices. The private company is based in Spring Hill, FL, and has subsidiaries in the United States. The company acquires and manages provider-owned and driven businesses. The company was founded in 2004 by Hayley DeGraaff. The CEO is Nick Williams. | Other Consumer Services | Director/Board Member | |
ONK Therapeutics Ltd.
 ONK Therapeutics Ltd. BiotechnologyHealth Technology ONK Therapeutics Ltd. develops bio cells for anti cancer therapies. The company was founded by Michael O'Dwyer and Anthony Killarney in 2015 and is headquartered in Galway, Ireland. | Biotechnology | Director/Board Member | |
| Blossom Biomedicines USA, Inc. | Director/Board Member | ||
Expansion Therapeutics, Inc.
 Expansion Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Expansion Therapeutics, Inc. manufactures pharmaceutical products. The company is headquartered in Del Mar, CA. | Pharmaceuticals: Major | Director/Board Member | |
| Aleksia Therapeutics, Inc. | Chief Executive Officer | ||
Blossom Biosciences Ltd.
 Blossom Biosciences Ltd. BiotechnologyHealth Technology Blossom Biosciences Ltd. provides molecular and cell biology research services. The company is based in Hong Kong, Hong Kong. Andrew J. Phillips has been the CEO of the Chinese company since 2021. | Biotechnology | Chief Executive Officer | |
| MOONLAKE IMMUNOTHERAPEUTICS | Pharmaceuticals: Major | Director/Board Member | |
Enliven Therapeutics, Inc. /US/
 Enliven Therapeutics, Inc. /US/ BiotechnologyHealth Technology EnLiven Therapeutics, Inc. engages in the discovery and development of small molecule treatments for cancer. The company was founded by Samuel S. Kintz and is headquartered in San Francisco, CA. | Biotechnology | Director/Board Member | |
Card My Yard LLC
 Card My Yard LLC Finance/Rental/LeasingFinance Joy Works LLC, headquartered in Austin, TX, is the leader in the celebratory yard greetings industry, with over 500 locations across 46 states. Committed to spreading joy within communities and collaborating with local organizations, Joy Works offers a yard card and yard greeting rental service for various occasions such as birthdays, graduations, anniversaries, back-to-school, and birth announcements. Leveraging a purpose-built, proprietary technology platform, the company ensures a seamless customer ordering experience while empowering franchisees to efficiently manage their businesses. Joy Works has been consistently recognized as a top franchise by franchise business review and entrepreneur. Part of Five Star Franchising LLC, Joy Works is a company founded in 2014 by Amy Arnold, James Stanley, Jessica Stanley, and Josh Arnold. Joy Works was acquired by Five Star Franchising LLC on April 18, 2024. | Finance/Rental/Leasing | Director/Board Member | |
Vision Ridge Partners LLC
 Vision Ridge Partners LLC Investment ManagersFinance Vision Ridge Partners LLC (Vision Ridge Partners) is a firm founded in 2008 by Reuben Aguilar Samuels Munger. The firm is headquartered in Colorado, United States. | Investment Managers | Private Equity Investor | |
CAI Software LLC
 CAI Software LLC Packaged SoftwareTechnology Services CAI Software LLC engages in the delivery of on-demand enterprise resource planning and management systems, software, network integration and business consulting services to market companies in the building materials, food processing, precious metals and discrete manufacturing distribution industries. The company was founded by James H. McCooey in 1978 and is headquartered in Smithfield, RI. | Packaged Software | Director/Board Member | |
Ten Coves Capital LP
 Ten Coves Capital LP Investment ManagersFinance Ten Coves Capital LP (Ten Coves Capital) is a private equity firm founded in 2009 by Dan Kittredge, Ned May, and Steve Piaker. The firm is headquartered in Darien, Connecticut. | Investment Managers | Private Equity Investor |
Statistics
International
| United States | 40 |
| United Kingdom | 5 |
| Switzerland | 3 |
| India | 2 |
| China | 2 |
Sectoral
| Finance | 20 |
| Consumer Services | 17 |
| Health Technology | 9 |
| Commercial Services | 4 |
| Technology Services | 2 |
Operational
| Director/Board Member | 221 |
| Independent Dir/Board Member | 121 |
| Undergraduate Degree | 89 |
| Corporate Officer/Principal | 73 |
| Private Equity Investor | 56 |
Most connected contacts
| Insiders | |
|---|---|
| Frank Fabozzi | 158 |
| Andrew Phillips | 23 |
| Eva Zlotnicka | 14 |
| Jeremy David Lack | 10 |
| Matthew Bressler | 10 |
| Philip Piro | 9 |
| Marie Szuts | 9 |
| Sean Lo | 9 |
| Matthew Evans | 9 |
| Michael A. Peel | 9 |
| Wei Peng | 8 |
| Jane Vance | 8 |
| Jeffrey Allen Ferrell | 8 |
| Grant Schafle | 8 |
| Fan Cheong Chan | 8 |
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