Adam D. Steffanus
Portfolio Manager-Equities at Advisory Research, Inc.
Network origin in Adam D. Steffanus first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The University of Chicago Booth School of Business
206
| College/University | Other Consumer Services | 206 |
Marquette University
88
| College/University | Other Consumer Services | 88 |
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.
27
| Subsidiary | Investment Managers | 27 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Adam D. Steffanus via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Private Equity Investor | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
SellPoints, Inc.
 SellPoints, Inc. Packaged SoftwareTechnology Services SellPoints, Inc. provides e-commerce optimization platform that enables brands to engage, inform, and inspire their customers. It offers brand optimization, enhanced brand content, creatives, and data and analytics solutions. The company was founded by Thomas Fristoe in 2001 and is headquartered in Emeryville, CA. | Packaged Software | Chief Executive Officer Chief Executive Officer | |
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
CFI Partners LLC
 CFI Partners LLC Investment ManagersFinance CFI Partners LLC (CFIP) is a SEC-registered investment adviser and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2005 by Brad Couri and Levoyd Robinson. They are a subsidiary of Amistad Investment Holdings LLC, which is ultimately owned by Amistad Financial Group LLC. CFIP provides discretionary investment advisory services to collateralized loan obligation (CLO) vehicles and closed-end, delayed draw private investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Graduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
| Lazard Freres & Co. LLC (Broker) | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Market Strategist Analyst-Fixed Income Analyst-Equity Director/Board Member | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Graduate Degree Graduate Degree Doctorate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
Tel-Aviv University
 Tel-Aviv University Other Consumer ServicesConsumer Services Tel-Aviv University operates as a university in Israel. Its faculties include arts, engineering, science, humanities, law, life science, management, medicine, and social science. The company was founded in 1956 and is headquartered in Ramat Aviv, Israel. | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Market Strategist Market Strategist | |
GCM Customized Fund Investment Group LP
 GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Investor | |
NextGen Growth Partners LLC
 NextGen Growth Partners LLC Investment ManagersFinance NextGen Growth Partners LLC (NextGen Growth Partners) is a private equity firm founded in 2016 by Brian O'Connor. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Founder | |
| US FOODS HOLDING CORP. | Food Distributors | Investor Relations Contact Corporate Officer/Principal | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Market Strategist Analyst-Equity | |
KKR Group Co., Inc.
 KKR Group Co., Inc. Investment ManagersFinance KKR Group Co., Inc. engages in the provision of investment and private equity asset management services. The firm manages investments across multiple asset classes including private equity, energy, infrastructure, real estate, credit, and hedge funds. It operates through the Asset Management and Insurance segments. The Asset Management segment includes investment management and other services to funds, vehicles, collateral loan obligations, managed accounts and portfolio companies, and transaction-specific income from capital markets transactions. The Insurance segment offers retirement and life insurance services which provide a suite of protection, legacy and savings products to customers and reinsurance solutions to clients across individual and institutional markets. The company was founded by Henry R. Kravis and George R. Roberts in 1976 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Parallel Advisors LLC
 Parallel Advisors LLC Investment ManagersFinance Parallel Advisors LLC (Parallel) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Jerry E. Rendic in 2006. Parallel specializes in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. | Investment Managers | President President | |
FAMCO MLP
 FAMCO MLP Investment ManagersFinance Part of Ostara, Inc., FAMCO MLP is an American company that provides investment advisory services. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Kelley School of Business | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Graduate Degree | |
| Indian Institute of Technology Bombay | College/University | Undergraduate Degree Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
V3 Group Ltd.
 V3 Group Ltd. Specialty StoresRetail Trade V3 Group Ltd. is an investment holding company, which engages in the development of lifestyle and wellness products. It operates its business through the following segments: Lifestyle, Wellness, and Corporate. The Lifestyle segment retails lifestyle and tea products. The Wellness segment sells nutraceutical products and supplements. The Corporate segment comprises of group-level corporate services; investment properties; treasury functions; and group financing and investments. The company was founded by Chye Hock Sim on March 9, 2016 and is headquartered in Singapore. | Specialty Stores | Director/Board Member | |
Redco Group
 Redco Group Oilfield Services/EquipmentIndustrial Services Redco Group manufactures and repairs wellheads and valves. It specializes in performance plastics, plastics manufacturing, rubber manufacturing, and plastic distribution. The company ia headquartered in Edmonton, Canada. | Oilfield Services/Equipment | Director/Board Member |
Statistics
International
| United States | 44 |
| Israel | 2 |
| United Kingdom | 2 |
| India | 2 |
| Singapore | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 21 |
| Industrial Services | 3 |
| Technology Services | 2 |
| Miscellaneous | 2 |
Operational
| Director/Board Member | 113 |
| Corporate Officer/Principal | 106 |
| Undergraduate Degree | 93 |
| Masters Business Admin | 90 |
| Private Equity Investor | 70 |
Most connected contacts
| Insiders | |
|---|---|
| Tagir Alievich Sitdekov | 22 |
| Daniel Delaney | 15 |
| Jim A. Bland | 15 |
| Sanjay Gupta | 14 |
| Aviad Ariel | 14 |
| Remy Hauser | 13 |
| Quinn Thomas Kiley | 12 |
| Robert B. Codol | 12 |
| Nick Sinai | 12 |
| Tao Tao | 11 |
| Brian S O’Keefe | 11 |
| Mike E. Oleshansky | 10 |
| Bill Pescatello | 10 |
| Xin Yan Feng | 10 |
| David Kim | 10 |
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