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Showing 1 - 12 of 64 results
CROW FAMILY, INC.
CROW FAMILY, INC.
Dallas, Texas
500+ employees
Crow Holdings is a leading real estate investment and development firm founded in 1948 and based in Dallas, Texas. With 20 offices across the U.S., Crow Holdings’ local, on-the-ground presence amplifies its hands-on capabilities across a broad range of investment strategies, product types, and ventures in partnership with institutional investors. Crow Holdings has $30 billion in assets under management, one of the largest multifamily and industrial development platforms in the nation, investments across the energy sector including solar and battery storage projects, and a broad, diversified investment portfolio, pursuing compelling investment opportunities to capitalize on evolving, secular growth potential. For 75 years, Crow Holdings’ success has been rooted in its founding principles of partnership, collaboration, and alignment of interests.
Retirement Benefits Rank
Market Leading
HUDSON ADVISORS L.P.
HUDSON ADVISORS L.P.
Dallas, Texas
500+ employees
Hudson Advisors L.P. (collectively with its subsidiaries, “Hudson”) is a globally integrated asset manager focused on real estate, credit, equity, and other financial assets. Hudson has significant expertise in asset management and loan servicing, providing a full range of services that include due diligence and valuation, financial services and reporting, income and property tax compliance, currency and interest rate hedging, risk management, information technology development, and systems support. The firm has direct experience in servicing performing and sub-performing loan portfolios, workouts of loan portfolios, corporate restructurings/turnarounds, rehabilitation and repositioning of real estate assets across a variety of property types, land and real estate development and servicing a variety of debt instruments. Hudson performs due diligence and analysis, asset management, and other support services for Lone Star Funds (“Lone Star”), a leading private equity firm. Formed in 1995, Hudson Advisors L.P. (formerly known as Brazos Advisors, LLC) is headquartered in Dallas, Texas, and is an investment adviser registered with the U.S. Securities and Exchange Commission. The firm has subsidiary offices in Amsterdam, Beijing, Buenos Aires, Dublin, Frankfurt, Hong Kong, Lisbon, London, Luxembourg, Madrid, New York, Paris, Sao Paulo, Shanghai, Singapore, and Tokyo. Hudson collectively employs over 800 professionals. Since the inception of Lone Star’s first fund, Hudson has provided due diligence and analysis, asset management, and other support services to approximately 964,000 assets with an aggregate purchase price of more than $196 billion (including acquisition financing and co-investors). Hudson maintains strategic oversight of specialty management firms that are owned by certain of Lone Star’s funds to service certain assets requiring specific management expertise.
Retirement Benefits Rank
Top Benefits
BARROW, HANLEY, MEWHINNEY AND STRAUSS, LLC
BARROW, HANLEY, MEWHINNEY AND STRAUSS, LLC
Dallas, Texas
100-499 employees
Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Barrow Hanley. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Barrow Hanley LinkedIn page and entering a third-party site. Barrow Hanley is not responsible for any information on these sites. For important information on the Barrow Hanley Funds: https://www.perpetual.com/mutual-funds
Retirement Benefits Rank
Top Benefits
THE ROSEWOOD CORPORATION
THE ROSEWOOD CORPORATION
Dallas, Texas
100-499 employees
Established in 1976, The Rosewood Corporation is a family-owned company with diverse worldwide operations and investments. The Rosewood Corporation is wholly-owned by the Caroline Hunt Trust Estate, which was established in 1935 by legendary oil man H.L. Hunt and his wife, Lyda, and built upon over generations by developing and acquiring businesses that are leaders in their respective industries. In the Rosewood Tradition of Excellence Rosewood Property Company www.rosewoodproperty.com Rosewood Private Investments www.rosewoodpi.com Rosewood Resources www.rosewoodresources.com Rosewood Ranches | Rosewood Beef www.rosewoodbeef.com
Retirement Benefits Rank
Top Benefits
PETRUS TRUST COMPANY, LTA
PETRUS TRUST COMPANY, LTA
Dallas, Texas
50-99 employees
Petrus Trust Co LTA is a company based out of PO BOX 269014, Plano, Texas, United States.
Retirement Benefits Rank
Market Leading
TOLLESON WEALTH MANAGEMENT, INC.
TOLLESON WEALTH MANAGEMENT, INC.
Dallas, Texas
100-499 employees
Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.
Retirement Benefits Rank
Top Benefits
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CARLSON CAPITAL, L.P.
CARLSON CAPITAL, L.P.
Dallas, Texas
25-49 employees
Carlson Capital, L.P. is a multi-strategy, alternative asset management firm based in Dallas, Texas with an office located in London. We offer an intense and dynamic business environment that provides an individual with the opportunity to think creatively and act upon their ideas.
Retirement Benefits Rank
Below Market
P10 HOLDINGS, INC.
P10 HOLDINGS, INC.
Dallas, Texas
100-499 employees
P10 is a leading multi-asset class private markets solutions provider in the alternative asset management industry. Our mission is to provide investors differentiated access to a broad set of investment solutions that address their diverse investment needs within private markets.
Retirement Benefits Rank
Market Competitive
CAPITAL INSTITUTIONAL SERVICES, INC.
CAPITAL INSTITUTIONAL SERVICES, INC.
Dallas, Texas
50-99 employees
Serving institutional investors since 1977, CAPIS is an agency broker that offers global execution services and commission management solutions. We pair trading technologies with an unparalleled dedication to superior client service. CAPIS has one focus -- providing institutional investors with conflict-free, unbiased execution and commission management solutions. CAPIS was a pioneer in developing commission management solutions to investment managers. Today, we’re one of the only brokers to offer research credit on global equity trades as well as fixed income and options trading. We are also one of the few brokers to offer commission recapture services. Our 24-hour trading desk offers global equity trading, fixed income trading, derivatives trading, portfolio trading, outsourced trading, and transition management services. CAPIS also provides solutions for managed account advisors; reducing operational expenses and inefficiencies, achieving best execution, and ending sponsor rotation. Disclosures: https://capis.com/disclosures/
Retirement Benefits Rank
Market Leading
HODGES CAPITAL HOLDINGS, INC.
HODGES CAPITAL HOLDINGS, INC.
Dallas, Texas
1-24 employees
Hodges Capital is a 100% employee-owned, research-driven investment manager founded in 1989 by Don and Craig Hodges and headquartered in Dallas, Texas. Our roots are in small-cap investing, but our philosophy has proven successful in identifying quality businesses of all sizes. Our extensive experience helps us conduct intensive research to build detailed understandings of companies and their prospects. Hodges Capital is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Learn more at hodgescapital.com. Important Disclosures; https://hodgescapital.com/about/advisory-disclosures
Retirement Benefits Rank
Market Leading
PEREGRINE GROUP, LLC
PEREGRINE GROUP, LLC
Dallas, Texas
25-49 employees
PEREGRINE PETROLEUM, LLC, with offices in Houston and Dallas, was founded in October of 2008 by former Hunt Petroleum Corporation personnel. The Peregrine Petroleum team is focused on creating sustainable long-term growth through exploration and development in established producing basins with infrastructure in place. Peregrine is seeking joint ventures with proven, reputable partners, and acquisitions in our focus areas: the Rockies, Mid-Continent, Permian Basin and South Texas/Gulf Coast. Peregrine is targeting significant producing assets with underdeveloped opportunities where utilization of new drilling and completion technology will provide long term growth.
Retirement Benefits Rank
Market Leading
THE BENEFICIENT COMPANY GROUP (USA), L.L.C.
THE BENEFICIENT COMPANY GROUP (USA), L.L.C.
Dallas, Texas
50-99 employees
Beneficient (Nasdaq: BENF) is dedicated to making the global alternative asset investment market more accessible to underserved investors, specifically mid-to-high net worth individuals and small-to-midsized institutions. We seek to achieve this mission by offering early exit solutions that enable investors to unlock the full value of their alternative assets. Our innovative AltQuote™ tool quickly generates a range of potential exit options within minutes, while our secure AltAccess® portal allows customers to explore opportunities and receive customized proposals. Through a subsidiary of Beneficient, Beneficient Fiduciary Financial, L.L.C. (BFF), we are proud to have received our charter under the State of Kansas’ Technology-Enabled Fiduciary Financial Institution (TEFFI) Act. Our business operations through BFF are also subject to regulatory oversight by the Office of the State Bank Commissioner, ensuring that in such operations we maintain the highest standards of accountability and transparency. For more information, visit www.trustben.com
Retirement Benefits Rank
Market Laggard