SALI Fund Management LLC

SALI Fund Management LLC

SALI Fund Management LLC

Overview
Date Founded

2002

Headquarters

6836 Austin Center Boulevard,Suite 320,Austin, TX 78731

Type of Company

Private

Employees (Worldwide)

45

Industries

Investment Services & Portfolio Management
Hedge Funds
Holding Companies

Company Description

SALI Fund Management LLC provides investment advice services. It provides a turn-key solution for the creation and administration of insurance dedicated funds. The company was founded by Michael B. Liebeskind and Campbell T. Gerrish in 2002 and is headquartered in Austin, TX.

Contact Data
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Executives & Employees

Co-Founder & Principal

Co-Founder

Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

Chief Compliance Officer/General Counsel

Managing Director & CMO

Director of Risk Management

Director, Client Relations

Board of Directors

Partner at Brick & Patel LLP

Managing Director & Head, Tax-Efficient Strategies at Golub Capital Partners LLC

Managing Partner at Long Ridge Equity Partners LLC

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Advisors & Consultants
Prime Broker

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Administrator

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

Custodian

Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland (Ore.), Boston, Greenwich and New York City. Publicly traded under the NYSE stock symbol "FRC," First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices. The Bank exceeds all of the current regulatory guidelines to be well-capitalized and is a member of the Federal Deposit Insurance Corp. (FDIC) and an Equal Housing Lender

Investments
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Energy & Exploration Partners, Inc. engages in the exploration and development of unconventional onshore oil and gas assets throughout North America. The company was founded by B. Hunt Pettit in 2006 and is headquartered in Fort Worth, TX.

Investors
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Long Ridge Equity Partners seeks investment opportunities in companies located in the US with growth potential. The firm focuses on companies with revenues in excess of $5 million and operating in the fields of financial technology, specialty finance and business services. It provides financing in the range of $10 - $60 million for growth capital requirement. It acquires minority and majority interest and takes seat on board.

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