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Showing 1 - 12 of 42 results
PANTHEON FREEDOM, INC.
PANTHEON FREEDOM, INC.
San Mateo, California
500+ employees
Managment Consulting | Technology Consulting | Education | Technology | BPO
Retirement Benefits Rank
Below Market
FREMONT GROUP MANAGEMENT, LLC.
FREMONT GROUP MANAGEMENT, LLC.
San Francisco, California
100-499 employees
Fremont Group is a San Francisco-based private investment firm with assets under management across a broad array of asset classes. We are distinguished by our focus on superior performance, our operating orientation, and our commitment to true partnership. We have the financial resources, the expertise, and the breadth of experience to identify opportunities where others might not and to move quickly to capitalize on those that fit our criteria. At Fremont, our fundamental business strategy is grounded in a dedication to true partnership. When we offer an investment opportunity to other individuals and institutions, it is an invitation to invest alongside us, to become our financial partner. We commit substantial amounts of our own capital to the investment, truly aligning our interests with those of our co-investors. Similarly, we strive to be a true partner to our portfolio companies, one that provides not only capital, but business expertise and access to networks and resources that improve the probability of the company’s long-term success. An organization is, fundamentally, a reflection of its people: their talent and experience, their ingenuity, their integrity. At Fremont, our people set us apart. They are among the best investment professionals in the business – and among the best business people in the investment world. They are a team with impressive depth and breadth, a group of disciplined investors with business acumen, intelligence, and a hands-on operating style that enables them to collaborate well with portfolio companies and investment partners to create value and fuel growth.
Retirement Benefits Rank
Market Leading
HELLMAN & FRIEDMAN, LLC
HELLMAN & FRIEDMAN, LLC
San Francisco, California
100-499 employees
Founded in 1984, Hellman & Friedman (H&F) is one of the oldest and most experienced private equity investment firms operating today. We are well respected for our distinctive investment philosophy and focused approach targeting large-scale equity investments in companies in select sectors. H&F has offices in San Francisco, New York and London. For more information, visit www.hf.com.
Retirement Benefits Rank
Top Benefits
ASPIRIANT LLC
ASPIRIANT LLC
San Francisco, California
100-499 employees
Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. We think that would be a mistake. At Aspiriant, we’ve invested a vast amount of thought and energy into structuring our firm to be unique – and better. Aspiriant’s clients benefit from the intellectual ferocity, loyalty and passion of our people. You see, Aspiriant is built to attract the most talented people in wealth management and make them owners, so they stay forever. We’ve structured our firm to look and operate like no other in the business and to create a phenomenal experience for the people we serve. Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our own dedicated team of caring specialists. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here or give us a call. We’ll talk. DISCLAIMER: http://aspiriant.com/social-media-disclaimers/
Retirement Benefits Rank
Below Market
OSTERWEIS CAPITAL MANAGEMENT, INC.
OSTERWEIS CAPITAL MANAGEMENT, INC.
San Francisco, California
50-99 employees
Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients'​ interests at the forefront. The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance. Mutual fund investing involves risk. Principal loss is possible. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC
Retirement Benefits Rank
Top Benefits
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
San Francisco, California
50-99 employees
Matthews Asia is an independent investment specialist founded in 1991. Using a long-term fundamental investment approach, the firm manages a broad range of of Asia- and emerging market-focused investment solutions on behalf of institutions, advisors and individual investors globally. The information contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews International Capital Management, LLC does not accept any liability for losses either direct or consequential caused by the use of this information. The views and information discussed on Matthews Asia's page on LinkedIn are as of the date of publication, are subject to change and may not reflect the writers'​ current views. Social media policy: https://matthewsasia.com/socialmedia/policy/default.fs ©2023 Matthews International Capital Management, LLC
Retirement Benefits Rank
Market Leading
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QATALYST GROUP LP
QATALYST GROUP LP
San Francisco, California
50-99 employees
Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging technology leaders on matters crucial to their growth and success. Our mission is to serve our clients as a catalyst for positive change by helping them navigate and capitalize on the transformational forces affecting the global technology industry. Qatalyst advises clients on a broad array of strategic alternatives including mergers, acquisitions, shareholder activism, hostile takeovers and takeover defense, leveraged buyouts, divestitures, IPOs, spinoffs, recapitalizations, capital structure and capital raising alternatives. Our advisors combine an extensive network of relationships with deep industry knowledge and seasoned transaction expertise to deliver a superior, senior level of service for clients who value experience, judgement, candor and insight. Qatalyst’s sole focus is to deliver high value, independent advice based on the best interests of our clients.
Retirement Benefits Rank
Top Benefits
PARNASSUS INVESTMENTS, LLC
PARNASSUS INVESTMENTS, LLC
San Francisco, California
50-99 employees
At Parnassus Investments, we invest responsibly to build wealth for our clients. We select businesses that we believe have increasingly relevant products or services, sustainable competitive advantages and quality management teams for our high conviction portfolios. Every investment we make must meet rigorous fundamental and environmental, social and governance (ESG) criteria. Parnassus Funds Distributor Parnassus Social Media Guidelines & Disclosures: www.parnassus.com/social-media/guidelines
Retirement Benefits Rank
Top Benefits
HALL CAPITAL PARTNERS LLC
HALL CAPITAL PARTNERS LLC
San Francisco, California
100-499 employees
Hall Capital Partners is an independent, privately owned investment advisor and Outsourced Chief Investment Office that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations. Our clients have made extraordinary contributions to business, philanthropy, government, academia, and society, and our investment activities enable our clients to continue these contributions. As of December 30, 2022, we direct more than $40 billion of investment assets for our clients and a platform of pooled vehicle investors. Founded in 1994, our approximately 220 employees operate from office in San Francisco and New York. Hall Capital Partners does not endorse any third-party postings or commentary.
Retirement Benefits Rank
Market Laggard
FRANCISCO PARTNERS MANAGEMENT, LP
FRANCISCO PARTNERS MANAGEMENT, LP
San Francisco, California
100-499 employees
Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. Since its launch over 20 years ago, Francisco Partners has invested in over 400 technology companies, making it one of the most active and longstanding investors in the technology industry. With approximately $45 billion in capital raised to date, the firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential. For more information on Francisco Partners, please visit www.Franciscopartners.com.
Retirement Benefits Rank
Market Laggard
VOLEON CAPITAL MANAGEMENT LP
VOLEON CAPITAL MANAGEMENT LP
Berkeley, California
100-499 employees
Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA. We are committed to solving large-scale financial prediction problems with statistical machine learning.  The Voleon Group combines an academic research culture with an emphasis on scalable architectures to deliver technology at the forefront of investment management. Many of our employees hold doctorates in statistics, computer science, and mathematics, among other quantitative disciplines.  Voleon's CEO holds a Ph.D. in Computer Science from Stanford and previously founded and led a successful technology startup. Our Chief Investment Officer and Head of Research is Statistics faculty at UC Berkeley, where he earned his Ph.D. Voleon prides itself on cultivating an office environment that fosters creativity, collaboration, and open thinking. We are committed to excellence in all aspects of our research and operations, while maintaining a culture of intellectual curiosity and flexibility. The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.  
Retirement Benefits Rank
Top Benefits
TOYON ASSOCIATES, INC.
TOYON ASSOCIATES, INC.
Concord, California
50-99 employees
For more than 40 years, Toyon Associates, Inc has secured maximum allowable third party reimbursement for hospitals and health systems. One of the most experienced healthcare financial consulting firms in the nation, Toyon Associates offers a comprehensive range of services. From Medicare/Medicaid cost report preparation and appeals to reimbursement department outsourcing, our experts ensure that you receive optimum reimbursement while maintaining compliance. In a world of constantly evolving regulations, it takes an expert to apply the latest federal mandates. Our teams of experts routinely exceed client expectations. Discover why our clients remain with us, decade after decade. Toyon Associates provides: Proven Excellence. Each year, we successfully obtain millions of dollars of additional reimbursement. We provide seamless integration of expert cost report preparation with proactive identification of issues which will require appeal. Comprehensive Services. Our size and resources allow us to quickly respond to your needs. From the initial cost report, to assisting during an audit, to filing appeals, our teams of specialists create customized solutions to optimize your third party reimbursement. Synergy. Toyon Associates works with more than 800 hospitals nationwide. This provides us with a distinct advantage in identifying issues, developing strategies, implementing solutions, and streamlining processes. Expert Analysis. Every year, federal regulations grow in complexity. Our specialists analyze and apply all applicable regulations, safeguarding your facility’s financial health. Contact us today at 888-514-9312
Retirement Benefits Rank
Market Leading
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