Lakshmi Niwas Mittal is an Indian steel magnate, based in the United Kingdom. He is the executive chairman of ArcelorMittal, the world's second largest steelmaking company, as well as chairman of stainless steel manufacturer Aperam. Mittal owns 38% of ArcelorMittal and holds a 3% stake in EFL Championship side Queens Park Rangers.
High-net-worth individual (HNWI) is a technical term used in the financial services industry for people who maintain liquid assets at or above a certain threshold. Typically, they are defined as holding financial assets valued over US$1 million. A secondary level, a very-high-net-worth individual (VHNWI), refers to someone with a net worth of at least US$5 million. The terminal level, an ultra-high-net-worthindividual (UHNWI), holds US$30 million in investible assets. Individuals with a net worth of over US$1 billion are considered to occupy a special bracket of the UHNWI. These thresholds are broadly used in studies of wealth inequality, government regulation, investment suitability requirements, marketing, financing standards, and general corporate strategy.
AllianceBernstein Holding L.P. (AB) is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors.
Joseph C. Lewis is a British businessman and investor who holds a number of assets mainly through his Tavistock Group investment portfolio. He was previously the majority owner of ENIC Group, which is also the majority owner of Tottenham Hotspur Football Club, between 1991 until October 2022. Majority ownership was passed to the Lewis Family Trust in October 2022. The Trust is managed by two independent professional trustees on behalf of its beneficiaries. Lewis is not a beneficiary.
Sir Leonard Valentinovich Blavatnik is a Soviet/Ukrainian-born British-American businessman and philanthropist. As of January 2024, Forbes estimated his net worth at $31.3 billion. In 2017, Blavatnik received a knighthood for services to philanthropy.
Colel Chabad was founded in 1788 and is the oldest continuously operating charity in Israel. The institution runs a network of soup kitchens and food banks, dental and medical clinics, daycare centers, widow and orphan support, and immigrant assistance programs. It also provides interest-free loans, camp scholarships, career training and job placement, subsidized weddings for the poor, and many other social-welfare projects.
Goldman Sachs Asset Management Private Equity is the private equity arm of Goldman Sachs, focused on leveraged buyout and growth capital investments globally. The group, which is based in New York City, was founded in 1986.
A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth.
Canaccord Genuity Group Inc. is an investment banking and financial services company that specializes in wealth management and brokerage in capital markets. It is the largest independent investment dealer in Canada. The firm focuses on growth companies, with operations in 10 countries. Canaccord Genuity, the international capital markets division, is based in Canada, with offices in the US, the UK, France, Germany, Ireland, Hong Kong, China, Singapore, Dubai, Australia, Barbados, and The Bahamas.
Partners Group Holding AG is a Swiss-based global private equity firm with US$149 billion in assets under management in private equity, private infrastructure, private real estate and private debt.
Jaime Gilinski Bacal is a Colombian banker, investor, and real estate developer. Gilinski resides in London. According to Forbes, he is the second richest person in Colombia, with a net worth of US$ 8.6 billion as of 2024.
Mary Callahan Erdoes is an American investment manager and businesswoman. She is the chief executive officer (CEO) of the asset and wealth management division of J.P. Morgan, serving since 2009. With the firm since 1996, she began her career as a portfolio manager, specializing in fixed income trading. From 2005 to 2009, she served as the CEO of the firm's private bank, advising wealthy families and institutions. Her career has led to her being described as the most powerful woman in American finance. She has been noted as a potential successor to Jamie Dimon, as CEO of JPMorgan Chase.
Michael Edward Novogratz is an American investor, formerly of the investment firm Fortress Investment Group. He is currently CEO of Galaxy Investment Partners which focuses on investments in cryptocurrency.
Addepar, Inc. is a cloud based American wealth management software platform for RIAs specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high and ultra high-net-worth companies and individuals.
Oded DavidKobo, better known as O. D.Kobo, is a Hong Kong-born businessman in the technology sector.
Michael Edward Platt is a British billionaire hedge fund manager. He is the co-founder and managing director of BlueCrest Capital Management, Europe's third-largest hedge-fund firm which he co-founded in 2000. He is Britain's wealthiest hedge fund manager according to the Forbes Real Time Billionaires List, with an estimated wealth of US$15.2 billion.
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
ICONIQ Capital is an American investment management firm headquartered in San Francisco, California. It functions as a hybrid family office providing specialized financial advisory, private equity, venture capital, real estate, and philanthropic services to its clientele. ICONIQ Capital primarily serves ultra-high-net-worth clients working in technology, high finance, and entertainment. The firm operates in-house venture capital, growth equity, and charitable giving funds for its clients.
YieldStreet Inc. is an American financial services company based in New York City. The company focuses on expanding access to private market investment products. Yieldstreet provides investments in art, real estate, legal, and various other industries.
Moonfare is a digital investment platform that secures allocations in private equity and venture capital funds that generally have very high minimum investments or are offered only to institutional investors. Moonfare, splits these investments into smaller tranches using feeder fund vehicles, and makes them available to investors at lower minimums. Moonfare has offered funds with minimums of £50,000 in the UK, €50,000 in Europe, and $75,000 in the US
