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Showing 1 - 12 of 15 results
BRIDGEWATER ASSOCIATES, LP
BRIDGEWATER ASSOCIATES, LP
Westport, Connecticut
500+ employees
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Retirement Benefits Rank
Top Benefits
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138
Farmingdale, New York
All Size Average employees
IUOE Local 138 is a construction company based out of United States.
Retirement Benefits Rank
Below Market
FIRST RESERVE CORPORATION, LLC
FIRST RESERVE CORPORATION, LLC
Stamford, Connecticut
All Size Average employees
First Reserve is a leading global private equity investment firm exclusively focused on energy. With 40 years of industry insight, investment expertise and operational excellence, the Firm has cultivated an enduring network of global relationships and raised more than USD $32 billion of aggregate capital since inception. First Reserve has completed over 750 transactions (including platform investments and add-on acquisitions), creating several notable energy companies throughout the Firm’s history. Its portfolio companies have operated on six continents, spanning the energy spectrum from upstream oil and gas to midstream and downstream, including resources, equipment and services, and associated infrastructure.
Retirement Benefits Rank
Market Competitive
TRUSTEES, OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENS
TRUSTEES, OFFICERS AND EMPLOYEES OF LOCAL 478 AND FUNDS EMPLOYEES PENS
Hamden, Connecticut
All Size Average employees
IUOE LOCAL 478 is a construction company based out of United States.
Retirement Benefits Rank
Top Benefits
FIRST LONG ISLAND INVESTORS, LLC
FIRST LONG ISLAND INVESTORS, LLC
Jericho, New York
All Size Average employees
First Long Island Investors is a wealth management company dedicated to providing individualized advice and counseling in the preservation, growth, and administration of liquid and illiquid wealth for high-net-worth individuals, families, and select institutions. We strive to provide our clients with sound advice, best-in-class service, and an unparalleled level of trust. As a First Long Island client you will have the peace of mind knowing your wealth is in the right place. Since our founding in 1983, First Long Island Investors has maintained its integrity and stellar reputation, which includes our principals always investing alongside our clients. In addition to giving our clients sound investment advice, our team provides family office services for clients who need them. We oversee approximately $2.3 billion dollars in assets (as of 12/31/21). We are a proud member of the Long Island community and give back by serving in key roles on the boards of many local charitable organizations. To learn more about First Long Island Investors and the services we provide, please visit our website at www.fliinvestors.com. Past performance is no guarantee of future results, and the past performance of any accounts or partnerships managed by FLI should not be considered indicative of the future performance. Please visit fliinvestors.com/disclosure for additional information.
Retirement Benefits Rank
Below Market
THE BENEFIT PRACTICE
THE BENEFIT PRACTICE
Stamford, Connecticut
50-99 employees
► The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs. ► Our team of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys bring fresh perspectives and insights to every stage of the process—from analysis to design to implementation. We take a 360-degree approach to ensuring that the plan we deliver meets your firm’s needs, budget, and financial goals. And we follow it up with best-in-class service that is renowned for exceeding our clients’ expectations. ► Find out why firms of all sizes—from startups to Fortune 500 companies—have come to rely on The Benefit Practice for benefits expertise, technological know-how, integrity, and service excellence. ► Not only can The Benefit Practice help financial professionals through our client-focused solutions, but we are also committed to offering ongoing education and skills development in the ever-changing retirement industry. ► Stay up to date on the constantly changing retirement plan industry through our News Room. ♦ http://www.benefitpractice.com/category/news/ ► Ask about our: ♦ Retirement Master Classes – for Financial Advisors ♦ The Coffee Meet – for CPAs and Attorneys ♦ The Sounding Board Service ► For more information please contact: Managing Partner Lloyd A. Katz, FSA, EA, FCA, MAAA at (203) 517-3501 or [email protected] Managing Partner Peter M. Coleman, ASA, EA, FCA, MAAA at (203) 517-3502 or [email protected]
Retirement Benefits Rank
Top Benefits
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POST ROAD GROUP LP
POST ROAD GROUP LP
Stamford, Connecticut
25-49 employees
Post Road Group is a privately held, SEC-Registered Investment Advisor based in Stamford, Connecticut. We invest across various industries, with a focus on real estate, telecommunication infrastructure, media, technology, business services and specialty finance. We pride ourselves on building long-term partnerships, addressing unique situations, promoting growth and producing attractive returns for our investors. With a disciplined approach to investing, we only seek opportunities we believe provide attractive risk-adjusted returns and strong downside protection. www.postroadgroup.com
Retirement Benefits Rank
Top Benefits
SPROUT MORTGAGE LLC
SPROUT MORTGAGE LLC
East Meadow, New York
500+ employees
At Sprout Mortgage, we provide uncommonly good mortgage solutions not commonly found elsewhere for homeowners, real estate investors and mortgage professionals. As one of the nation's largest non-QM originators and fastest growing independent lenders, we are continually expanding our set of loan programs that come with flexible qualifications, sensible underwriting and aggressive pricing. We’ve got the depth and breadth of programs necessary to finance all viable loan applicants who possess an ability and willingness to make timely payments on their mortgage loans. Our solutions span QM, non-QM and government: Bank Statement, Asset Depletion, Debt Service Coverage, Prime Jumbo up to $10M, Mixed-Use, Foreign Investor, I/O 40 Advantage, VA, FHA, Condotels and more. We provide legendary solutions for the self-employed, gig workers, people with substantial assets and modest income, real estate investors, foreign investors, conventional customers and more. Our superior technology helps our professional clients grow their business with ease. iQualifi helps brokers identify in seconds the best loan, terms and pricing solution for any scenario. iAnalyze eliminates the time-consuming process of bank statement analysis, providing an automated calculation of qualifying income that can be used to submit a loan application. These and more are all part of our industry-leading BROKER AdvantEDGE program, designed to help mortgage professionals grow their business quickly and efficiently. Sprout is a "one-stop mortgage shop". Learn more today: www.sproutwholesale.com Let’s Grow Together! Information is subject to change without notice. This is not an offer for extension of credit or a commitment to lend. Sprout Mortgage, LLC, NMLS ID# 1844521 (www.nmlsconsumeraccess.org), 1680 SW St. Lucie West Blvd, Suite 208, Port Saint Lucie, FL 34986, 800-403-7518. For complete licensing information, visit www.sproutmortgage.com/licensing. Equal Housing Opportunity.
Retirement Benefits Rank
Market Laggard
FOSTER & FOSTER LLC
FOSTER & FOSTER LLC
Wilton, Connecticut
1-24 employees
Generalist working with small team to research equity and fixed income value opportunities
Retirement Benefits Rank
Market Leading
SPECTRUM GROUP MANAGEMENT, LLC
SPECTRUM GROUP MANAGEMENT, LLC
Huntington, New York
1-24 employees
SPECTRUM GROUP MANAGEMENT, LLC is a financial services company based out of 1250 BROADWAY, 19TH FLOOR, NEW YORK, New York, United States.
Retirement Benefits Rank
Market Leading
VISION SEARCH PARTNERS LLC
VISION SEARCH PARTNERS LLC
Wilton, Connecticut
1-24 employees
Vision Search Partners LLC is a Connecticut-based specialized search firm positioned between the international executive recruiting firms and local staffing agencies. We are a leading provider of executive management and accounting & financial talent to start-up, middle-market and Fortune-sized organizations across all industries. For entrepreneurial and mid-market companies, we execute Board, C-level and Vice President searches across all disciplines. Successfully completed searches by our partners include the North American Head of Human Resources for an international high-technology manufacturer, the Chief Financial Officer for a bio-medical venture, the General Counsel for a leading marketing services firm and the Chief Operating Officer for a national transaction processing company. For companies of all sizes, we identify and recruit top talent for both leadership and individual contributor roles throughout the accounting and finance function. Recent successful searches include the Director of Accounting Policy for one of the world’s largest investment banks, both the Controller and the Vice President of Finance for a leader in cloud-based technology services, the Internal Audit Manager for an international manufacturer and the Manager of Financial Planning & Analysis for an international consumer goods company. Vision Search Partners possesses the qualitative characteristics of a retained executive search firm along with the speed and flexibility of a staffing firm. We are able to identify, recruit and deliver top talent for our clients by leveraging the breadth of our long-standing professional networks along with our technologically-driven research methodology.
Retirement Benefits Rank
Market Leading
NORTHLIGHT CAPITAL PARTNERS LLC
NORTHLIGHT CAPITAL PARTNERS LLC
Westport, Connecticut
1-24 employees
Northlight Capital Partners LLC is an opportunistic real estate credit investor. Since its founding in 2011, NCP has managed and advised on the activities of multiple investment vehicles totaling more than $500 million of invested capital. NCP's investments primarily in distressed special situations and debt acquisitions. • Special Situations: NCP invests capital into distressed, opportunistic and complex transactions where real estate is the primary form of collateral. Whether inside or outside of bankruptcy, NCP provides capital solutions to stakeholders through high-yield or convertible debt investments. Occasionally, NCP will provide total capital solutions, including equity, on an unlevered basis. • Debt Acquisition: NCP acquires and services sub-and-non-performing commercial debt and other financial instruments secured by real estate. To date, NCP has acquired over $1.5 billion face-value of loans.
Retirement Benefits Rank
Top Benefits
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