Sentences with phrase «billion in assets»

Managing more than $ 2 billion in assets and serving 900 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management.

With more than $ 392.3 billion in assets under management, Federated Investors, Inc. is one of the giants of the investment industry in the nation.

Liquidity: Excellent The Vanguard Total Bond Market Index Fund has over $ 100 billion in assets and typically trades at a price that is very, very close to its NAV.

Adam Weinstein is a Managing Director of New Mountain Capital, LLC, a New York based private equity, public equity and credit manager with over $ 15.0 billion in assets under management; he joined that organization in 2005.

In one deal last December, Nevada State Bank hammered out a $ 5 million deal with a satellite television company that supplies hotels in Las Vegas with live coverage of horse races, says Dallas Haun, CEO of the bank, which has only $ 4 billion in assets and is owned by Zions.

At the end of the first quarter, the investment firm reported $ 192.7 billion in assets under management.

Zions Bancorporation, which has amassed $ 54 billion in assets by acquiring community banks in 11 states in the West and Southwest, from Arizona to Wyoming, is now working to standardize fees for services from checking to foreign exchange.

More than any of the others, it was his arrest that reverberated across global financial markets, particularly after reports surfaced that bin Salman — the ambitious son of and newly named successor to King Salman bin Abdulaziz Al Saud — would seize some $ 300 billion in assets and repatriate that money to the Saudi economy.

The company has previously said it was looking to sell $ 3 billion in assets this year.

And the bigger regional banks (those with more than $ 10 billion in assets) face a steep increase in the cost of regulatory compliance under Dodd - Frank.

However, debit card issuers that have less than $ 10 billion in assets are exempt from these interchange fee limits and standards.

With $ 187 billion in assets, SunTrust Banks of Atlanta, Georgia, is a regional bank that evolved alongside its local corporate clients, which operate in a wide range of industries and across a big swath of the US.

Here's how it has fared compared to the SPDR S&P 500 Trust ETF (ticker: SPY), which is a cap - weighted index with $ 229 billion in assets and an expense ratio of 0.0945 %, courtesy of Google Finance:

NXRT will be externally managed by NexPoint Real Estate Advisors, L.P., an affiliate of NexPoint Advisors, the advisor for NHF, and Highland Capital Management, L.P., a leading global alternative asset manager and an SEC - registered investment advisor which, together with its affiliates, has approximately $ 19 billion in assets under management as of June 30, 2014.

OrbiMed has over $ 6 billion in assets under management and is now investing out of its most recent fund Caduceus Private Investments IV.

This was caused in large part by a non-cash gain from the deconsolidation of $ 6.6 billion in assets and $ 7.8 billion in liabilities from its own National College Student Loan Trust.

Merrill Edge, which has garnered more than 2.4 million accounts and $ 184.5 billion in assets since its 2010 launch, expects to hire 300 Financial...

Northwestern Mutual, which has more than $ 90 billion in assets under management, found LearnVest's approach to financial education to be complementary to its existing services, which include financial planning and insurance.

It has 320 billion in assets and according too the chief actuary forward looking numbers it is sustainable for a 75 year period and that is estimating inflation at 3.9 % over that 75 year period.

At that time, he removed an overlay strategy from IP's pension plan, which had $ 6.8 billion in assets at year - end 2009.

Tikehau Capital, a Paris - based firm with $ 15.6 billion in assets under management, signed a lease for the top two floors at Rockpoint Group's new development at 412 West 15th Street, sources told The Real Deal.

That business segment now represents only 3 percent of Citigroup's balance sheet, with $ 54 billion in assets but was profitable for the tenth quarter in a row.

The requests were filed by religious groups linked to the Interfaith Center on Corporate Responsibility, which includes 300 institutional investors that manage $ 400 billion in assets, according to Bloomberg.

Effective today, the issuer has slashed fees for the 15 ETFs, which together comprise an existing $ 11.7 billion in assets under management.

The company manages $ 3.6 billion in assets December 31st, 2016 and has raised $ 175.3 million to date in venture capital to pursue its mission.

(The public company, of which he owns over 90 %, holds $ 24 billion in assets, including majority stakes in eight companies, such as auto parts maker Federal - Mogul.)

So we'll see how the vultures divvy up the $ 32 billion in assets.

Prior to starting Dorsey Asset, he was Director of Research for Sanibel Captiva Trust, an independent trust company with approximately $ 1 billion in assets under management serving high net worth clients.

As of early 2017, $ 312 billion in assets have been tracked using Personal Capital.

1) Interviews with over 30 single family office and multi-family office executives globally, several of whom each directly manage over $ 1 billion in assets for exceptionally wealthy families.

The most popular pure - corporate bond ETF is LQD with some $ 3.6 billion in assets.

State Street is the third - largest ETF issuer, with $ 567 billion in assets under management across its 131 funds.

At its peak, Holdings had more than $ 800 billion in assets and sometimes posted multi-billion dollar losses in a quarter.

The Merrill Lynch Global Fund Managers Survey that surveys roughly 200 panelists with a total of approximately $ 600 billion in assets under management about market outlooks and broad portfolio positioning.

Today it is the biggest alternative ETF, with $ 1.1 billion in assets and strong liquidity, trading more than $ 2.7 million on average every day.

In fact, the SPDR S&P 500 ETF (NYSE: SPY) and the iShares Core S&P 500 ETF (NYSE: IVV) are the only ETFs trading in the United States with more than $ 100 billion in assets under management.

The most popular basket commodities fund, the PowerShares DB Commodity Index Tracking Fund (NYSEArca: DBC), has over $ 7 billion in assets under management — more than three times the assets of the iPath Dow Jones - UBS Commodity Total Return ETN (NYSEArca: DJP) and nearly six times the assets of the iShares S&P GSCI Commodity - Indexed Trust (NYSEArca: GSG).

Clearwater has US$ 1.4 billion in assets under management and operates five offices across Asia - Pacific and the United States (Hong Kong, Singapore, Seoul, Mumbai, and...

That's a highly liquid double - inverse ETF with $ 3 billion in assets that's designed to climb in price when long bonds are selling off.

The RBC GAM group of companies manage approximately $ 425 billion in assets and have approximately 1,400 employees located across Canada, the United States, Europe and Asia.

The funds tracked by Eurekahedge, which account for close to $ 1 billion in assets, made an average of 1,477.85 percent in 2017, Eurekahedge said.

As of March 31, 2018, MFS manages US $ 482.2 billion in assets on behalf of individual and institutional investors worldwide.

A Shanghai - based conglomerate is preparing to shed $ 6 billion in assets in an effort to boost its credit ratings.

The firm manages $ 442 billion in assets for individuals, families and institutions worldwide.

His opponent was Protege Partners, LLC, a New York City hedge fund with $ 3.5 billion in assets under management.

«As a global organization with over C$ 300 billion in assets under management, RBC GAM is committed to continually growing our capabilities,» said Mr. Montalbano.

The firm represents $ 2.5 billion in assets under advisement, and its family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's pursuits as PagnatoKarp seeks to preserve and protect their wealth.

In seven years, Athene and its subsidiaries grew to a company with more than $ 79 billion in assets, the company reports.

Banks with less than $ 10 billion in assets don't have to comply with the Volcker Rule.

Founded in 2010, Fundrise has more than 43 companies with over $ 57.6 billion in assets under management.