Chase Eldredge
Compliance Officer at ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
Network origin in Chase Eldredge first degree
Entity | Entity type | Industry | |
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Angel Oak Credit Opportunities Term Trust
Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Angel Oak Credit Opportunities Term Trust is a newly organized, non-diversified, closed-end management investment fund. It plans to invest primarily in residential mortgage-backed, commercial mortgage-backed, asset-backed, and high yield securities; unsecured consumer loans; collateralized loan and debt obligations; and residential loans and mortgages. The company was founded in 2021 and is headquartered in Atlanta, GA.
11
| Private Company | Investment Trusts/Mutual Funds | 11 |
Angel Oak Strategic Credit Fund
Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Angel Oak Strategic Credit Fund is a closed-end investment fund/investment trust. Its investment objective is to invest in credit default swaps, total return swaps, interest rate swaps, equity swaps, currency swaps, options on foregoing swaps, and other types of swaps. The company is headquartered in Atlanta, GA.
10
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
Angel Oak Funds Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
Falcons I LLC
Falcons I LLC Financial ConglomeratesFinance Falcons I LLC provides investment services. The private company is based in Atlanta, GA. Robert Joab Williams has been the CEO of the company since 2019.
3
| Private Company | Financial Conglomerates | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Chase Eldredge via their personal network
Company | Sector | Related people | Main position |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
TCW STRATEGIC INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Portfolio Manager-Equities | |
OCWEN FINANCIAL CORPORATION | Finance/Rental/Leasing | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal | |
Oakmont Corp.
Oakmont Corp. Investment ManagersFinance Oakmont Corp. is a private family office and registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Day in 1980. Oakmont provides investment advice to high-net worth individuals, trusts, corporations, foundations, partnerships and limited liability companies. | Investment Managers | President | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Compliance Officer | |
CALAMOS ASSET MANAGEMENT, INC | Investment Banks/Brokers | Director/Board Member | |
EARNEST Partners LLC
EARNEST Partners LLC Investment ManagersFinance EARNEST Partners LLC is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 by Paul Viera Jr. and is a subsidiary of Westchester Ltd. LLC, which is owned by Pev Trust. EARNEST Partners provides investment advice to various types of clients. | Investment Managers | General Counsel | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Sales & Marketing | |
Tang Capital Partners LP | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor | |
Aspen Partners Ltd.
Aspen Partners Ltd. Investment ManagersFinance Aspen Partners Ltd. (Aspen) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded by Kenneth Banwart in 1996. Aspen provides investment advisory services to private pooled investment vehicles. | Investment Managers | Compliance Officer | |
CRAVEN HOUSE CAPITAL PLC | Investment Banks/Brokers | Corporate Officer/Principal | |
NXG CUSHING MIDSTREAM ENERGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Valued Advisers Trust | Investment Trusts/Mutual Funds | Director/Board Member Chairman | |
Apollo Diversified Real Estate Fund
Apollo Diversified Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Apollo Diversified Real Estate Fund is a non-diversified closed-end management investment company. The firm's investment objective is to generate a return comprised of both current income and capital appreciation with moderate volatility and low correlation to the broader markets. The company was founded on November 5, 2013 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman President Treasurer Compliance Officer Director/Board Member Corporate Secretary | |
Angel Oak Capital Advisors LLC
Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak Capital Advisors LLC (Angel Oak) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2009 by Michael Fierman, Sreeniwas Prabhu and Brad Friedlander. They are directly owned by Angel Oak Asset Management Holdings LLC, which is owned by Angel Oak Companies LP. Angel Oak provides investment advisory services to mutual funds and private funds as well as separate managed accounts. The firm is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). | Investment Managers | Portfolio Manager-Fixed Income Chief Executive Officer Head-Fixed Income Invts Corporate Officer/Principal | |
ANGEL OAK MORTGAGE REIT, INC. | Real Estate Investment Trusts | Chief Executive Officer Chief Executive Officer General Counsel | |
U.S. Fixed Income Trust | Director/Board Member | ||
Recognos Financial | Corporate Officer/Principal | ||
Apollo Diversified Credit Fund
Apollo Diversified Credit Fund Investment Trusts/Mutual FundsMiscellaneous Apollo Diversified Credit Fund is a closed-end interval fund. Its objective is to generate a return comprised of current income and capital appreciation focusing on current income with low volatility and low correlation to the broader market. The company was founded on April 5, 2016 and is headquartered in El Segundo, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Brandeis University | College/University | Undergraduate Degree | |
Ira Cohen Consulting LLC | Chief Executive Officer | ||
Angel Oak Cos.
Angel Oak Cos. Investment ManagersFinance Angel Oak Cos. is a financial services company based in Atlanta, GA and has subsidiaries in United States. The private company offers a range of financial services including asset management, investment advisory, mutual funds, lending and financial institution consulting. Michael Allen Fierman has been the CEO of the company since 2014. | Investment Managers | General Counsel | |
Emory University School of Law | College/University | Graduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Cushing Mutual Funds Trust | Director/Board Member | ||
NXG NEXTGEN INFRASTRUCTURE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Eagle Family of Funds | Director of Finance/CFO | ||
MACQUARIE GROUP LIMITED | Financial Conglomerates | Compliance Officer | |
Buckhead One Financial Opportunities LLC
Buckhead One Financial Opportunities LLC Investment ManagersFinance Buckhead One Financial Opportunities LLC provides investment advisory services. The private company is based in Atlanta, GA. | Investment Managers | Compliance Officer | |
University of Georgia | College/University | Undergraduate Degree | |
Georgia College & State University | College/University | Undergraduate Degree | |
Angel Oak Cos. LLC
Angel Oak Cos. LLC Investment ManagersFinance Angel Oak Cos. LLC is a financial services company based in Atlanta, GA and has subsidiaries in Canada, United States and Cayman Islands. Angel Oak Companies offers a range of financial services including asset management, investment advisory, mutual funds, lending and financial institution consulting. The private company was founded in 2008 and is led by CEOs Michael Allen Fierman and Sreeniwas Vikram Prabhu. | Investment Managers | Chief Executive Officer | |
Schappert Consulting LLC | President | ||
University of New Orleans | College/University | Undergraduate Degree | |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc. and their ultimate parent is Federated Investors, Inc. (NYSE: FII). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options for a wide range of investors. | Investment Managers | Portfolio Manager-Fixed Income |
Statistics
International
United States | 42 |
United Kingdom | 2 |
France | 2 |
Australia | 2 |
Sectoral
Finance | 24 |
Miscellaneous | 9 |
Consumer Services | 7 |
Commercial Services | 2 |
Operational
Director/Board Member | 51 |
Independent Dir/Board Member | 28 |
Corporate Officer/Principal | 17 |
Compliance Officer | 14 |
President | 13 |
Most connected contacts
Insiders | |
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Keith Schappert | 19 |
Sreeni Prabhu | 14 |
Adam Langley | 14 |
Alvin Albe | 13 |
Ira Cohen | 12 |
Dory Black | 10 |
Andrea Mullins | 10 |
Cheryl Pate | 9 |
Robert Williams | 9 |
Sam Dunlap | 9 |
John R. Hsu | 8 |
Daniel Fazioli | 6 |
Kevin Sluss | 2 |
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