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Showing 1 - 12 of 30 results
MORGAN CREEK CAPITAL MANAGEMENT, LLC
MORGAN CREEK CAPITAL MANAGEMENT, LLC
Chapel Hill, North Carolina
1-24 employees
Morgan Creek Capital Management, LLC is an SEC-registered investment adviser founded with a vision of offering institutional and family office investors the same forward-looking strategies that made the large university endowments its leadership had previously managed so successful: integrating alternative investments into traditional equity and fixed income portfolios. Morgan Creek provides a customized outsourced investment office to clients in need of a targeted solution, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. Many members of our senior investment team have a fiduciary pedigree, having previously worked at some of the top university endowment programs in the country (Notre Dame, UNC-Chapel Hill, Duke and Stanford), and with this experience of allocating capital across all asset classes, the firm has built a global network with access to what we believe to be top-tier investment managers. Our headquarters are located in Chapel Hill, North Carolina, with an investment research office in Shanghai and investment professionals located in various cities in the US. Solutions Morgan Creek’s solutions assist clients with global allocations to: hedge funds, traditional equity and fixed income, absolute return, emerging markets, credit, private equity, real estate/real assets, venture capital, energy & natural resources. Please visit www.morgancreekcap.com to view important disclaimers.
Retirement Benefits Rank
Market Leading
TRUEBRIDGE CAPITAL
TRUEBRIDGE CAPITAL
Chapel Hill, North Carolina
25-49 employees
Established in 2007, TrueBridge Capital Partners is an alternative asset management firm focused on generating superior returns in the venture capital industry. TrueBridge is recognized for its data-driven approach to investing in venture and seed/micro-VC funds, as well as directly in high-growth technology companies alongside premier VC investors. The firm has a long-standing partnership with Forbes to produce The Midas List, The Midas List Europe, and Next Billion Dollar Startups, which highlight annual rankings of technology’s top investors and companies. The firm currently manages over $5.5 billion in institutional assets and is located in Chapel Hill, NC. For industry insights, primers, readers digest, and more, check out TrueBridge’s Forbes blog here: https://www.forbes.com/sites/truebridge/#420ca66a3999
Retirement Benefits Rank
Market Competitive
RICHARDSON CORPORATION
RICHARDSON CORPORATION
Greensboro, North Carolina
25-49 employees
Richardson is how leading sales organizations around the world are getting better results from their investment in sales training. For far too long, companies have had to deal with a big disconnect between their training and their actual sales strategy, culture, systems, and customers. To make real change happen, you need more adaptable content so you can build agility with a wider range of relevant capabilities. You also need more useful technology that integrates with your CRM and helps your reps get better deal by deal. And you need more visible progress with helpful metrics connected to your systems so you can see in real-time how your reps are impacting business outcomes. That’s why industry leaders all rely on Richardson. And it’s how our clients find more customers, win more opportunities, and grow their most strategic accounts. Richardson | This is where it gets real™
Retirement Benefits Rank
Market Competitive
HATTERAS VENTURE MANAGEMENT LLC
HATTERAS VENTURE MANAGEMENT LLC
Durham, North Carolina
1-24 employees
Hatteras Venture Partners is a venture capital firm that builds transformational companies in the areas of biopharmaceuticals, medical devices, diagnostics, healthcare IT, and related opportunities in human medicine. We typically invest in companies built on cutting-edge science from leading academic institutions. The firm has invested in companies across the United States in most of the major hotspots for health innovation. Given our headquarters location in RTP, NC, Hatteras plays a leadership role in building companies in North Carolina and the Southeastern United States, where technology is plentiful but resident venture capital is limited. Core to the mission of Hatteras Venture Partners is a belief that entrepreneurial innovation will create valuable new products that will transform the practice of medicine and create value for our investors. As entrepreneurs, operators, and investors, we are dedicated to the success of our companies and to the men and women who create them. Founded in 2000 and based in Durham, NC, the firm consists of an experienced team with a broad and complementary skill set that is particularly relevant to building successful new biomedical companies. The Hatteras team brings operational experience, a successful track record, and a proven ability to enhance the value of the companies in which it invests. With five funds, the firm has approximately $450 million under management. Hatteras is an Innovation to Impact sponsor of the Council for Entrepreneurial Development, a member of NCBIO, and an active volunteer in support of North Carolina and Southeast regional biotech activities.
Retirement Benefits Rank
Market Leading
SMITH SALLEY & ASSOCIATES LLC
SMITH SALLEY & ASSOCIATES LLC
Greensboro, North Carolina
1-24 employees
Smith Salley Wealth Management is a fee-based wealth management firm providing comprehensive financial planning, investment management and corporate trustee services. We are fiduciaries for our clients. We don't sell products, just provide real advice.
Retirement Benefits Rank
Top Benefits
GRANVILLE CAPITAL INC
GRANVILLE CAPITAL INC
Greensboro, North Carolina
1-24 employees
Granville Capital is a privately-owned, SEC Registered Investment Advisor that specializes in providing managed portfolios of alternative investment strategies for high-net-worth individuals, families, not-for-profits, and other institutional investors. In addition, Granville Capital manages an investment-driven family office limited to a select number of clients. Granville Capital serves as the investment manager and general partner for several funds of hedge funds and various private equity funds. The goal of Granville Capital is to provide investors with exceptional risk-adjusted returns with a focus on capital preservation and long-term wealth accumulation. The Granville Capital team has a multi-decade track record of managing alternative investment strategies.
Retirement Benefits Rank
Top Benefits
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SIP III ADVISOR LLC
SIP III ADVISOR LLC
Greensboro, North Carolina
1-24 employees
MySIPonline is India’s most advanced Mutual Fund Investment Platform, having all AMCs under one roof with a team of 50+ highly-qualified industry experts & fund analysts. It is an automated platform which understands every investors’ needs and offer them convenience to match their investing comfort with risk in a ”Paperless” manner. Features like E KYC and digital Mandates make the investing experience seamless. We offer a vast array of funds that spread across major asset classes to provide complete flexibility of choosing funds on the basis of their financial goals. Apart from getting 24 x 7 Support Desk for resolving every small query, Investors get dedicated Relationship Manager to review their portfolio on regular basis and ensures to generate maximum wealth for them.
Retirement Benefits Rank
Top Benefits
KATE B. REYNOLDS CHARITABLE TRUST
KATE B. REYNOLDS CHARITABLE TRUST
Winston Salem, North Carolina
1-24 employees
We work to improve the health and quality of life of residents in Forsyth County and around the state. Kate Bitting Reynolds established the Kate B. Reynolds Charitable Trust in 1947 to improve the quality of life and health of residents throughout North Carolina. During her lifetime, she worked to ensure everyone—regardless of race, gender, or income—had access to health care, quality education, and economic opportunity. Few women of her day were as outspoken about the issues facing residents with low incomes. Today, the issues Mrs. Reynolds cared about remain urgent and interconnected. We are excited to announce our our new strategy to support outcomes over specific issues. We are committed to supporting promising and proven programs that can be scaled up, and to promoting equity—to ensure success for people too often left behind.
Retirement Benefits Rank
Top Benefits
OLD NORTH STATE TRUST, LLC
OLD NORTH STATE TRUST, LLC
Greensboro, North Carolina
25-49 employees
Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which we have built our company. This is the one characteristic of our business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients. Old North State Trust is an organization providing a wide range of financial assistance to individuals, trusts and businesses. Old North State Trust recognizes that investment and tax issues, as well as strategic planning surrounding your situation, are too critical for any lower standard.
Retirement Benefits Rank
Market Leading
HILLTOP WEALTH ADVISORS, LLC
HILLTOP WEALTH ADVISORS, LLC
Chapel Hill, North Carolina
1-24 employees
At Hilltop Wealth Advisors, we want to empower you to pursue the life of your dreams, to make sound financial decisions with confidence, and to make a positive impact on the world around you. Teamwork is important to us. We believe this approach strengthens each of us, leads to new ideas, helps us to navigate in an ever-changing environment, and most importantly helps you work towards your goals. We continue to develop our team and process to help put you at the top of the hill, so that you have a full view of where you are and the paths in front of you. We hope you’ll come join us. Hilltop Wealth Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: https://www.hilltopwealthadvisors.com/disclosures.
Retirement Benefits Rank
Top Benefits
IDEA FUND PARTNERS
IDEA FUND PARTNERS
Chapel Hill, North Carolina
1-24 employees
As one of the oldest and most active early-stage investment firms in the Southeast, our investment philosophy has been honed from years of experience. We fund entrepreneurs who are applying technology and business model innovations to industries in the earliest stages of digital disruption with an emphasis on underserved people, places and stages.
Retirement Benefits Rank
Below Market
VERGER CAPITAL MANAGEMENT LLC
VERGER CAPITAL MANAGEMENT LLC
Winston-Salem, North Carolina
1-24 employees
Verger Capital Management (Verger) is an SEC registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions. Verger’s mission is to invest in the lives of others, which has led the firm to exclusively serve clients focused on improving lives and providing opportunity. The Verger team’s unique non-profit heritage offers a deep understanding of this segment’s needs, as well as the ability to benefit from the scale and purchasing power of approximately $2.5 billion in assets under management.
Retirement Benefits Rank
Market Leading