Amy Allen Lord
Portfolio Manager-Equities at Suncoast Equity Management LLC
Network origin in Amy Allen Lord first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Intrepid Capital Management, Inc. (Florida)
 Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies.
16
| Subsidiary | Investment Managers | 16 |
Suncoast Equity Management LLC
 Suncoast Equity Management LLC Investment ManagersFinance Suncoast Equity Management LLC (SEM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Don Jowdyin 1997. SEM provides investment advisory services to individuals, families and foundations, corporate pensions, profit-sharing plans and individual retirement accounts.
3
| Private Company | Investment Managers | 3 |
Investment Counsel Co.
1
| Extinct | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Amy Allen Lord via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Allied Capital Corp.
 Allied Capital Corp. Investment ManagersFinance Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds. | Investment Managers | Corporate Officer/Principal | |
Private Capital Management LLC
 Private Capital Management LLC Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment and wealth advisory firm headquartered in Naples, Florida. The firm was founded in 1986 as an extension of a family office and operated as Private Capital Management LP until 2013. They are a subsidiary of Private Capital Management Holdings LP. PCM discretionary investment management services to individual and institutional investors through separately managed portfolios. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
| INTREPID CAPITAL CORPORATION | Investment Managers | Director/Board Member Director of Finance/CFO | |
Mutual of America Capital Management LLC
 Mutual of America Capital Management LLC Investment ManagersFinance Mutual of America Capital Management LLC (Capital Management) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and is wholly-owned by Mutual of America Holding Co. LLC and indirect, wholly-owned subsidiary of Mutual of America Life Insurance Co. Capital Management provides investment advisory services to registered investment companies (mutual funds), institutional investors, and to Mutual of America’s general account. | Investment Managers | Portfolio Manager-Equities | |
Columbia Capital LLC (Virginia)
 Columbia Capital LLC (Virginia) Investment ManagersFinance Columbia Capital LLC (Columbia Capital) is a venture capital firm founded in 1989 by Dave P. Mixer. The firm is headquartered in Alexandria, Virginia. | Investment Managers | Corporate Officer/Principal | |
| GLADSTONE CAPITAL CORPORATION | Investment Managers | President | |
| GLADSTONE COMMERCIAL CORPORATION | Real Estate Investment Trusts | President | |
| HUMANIGEN, INC. | Biotechnology | Chief Executive Officer | |
| GLADSTONE INVESTMENT CORPORATION | Investment Managers | Chief Investment Officer | |
Gladstone Management Corp. Ltd.
 Gladstone Management Corp. Ltd. Financial ConglomeratesFinance Gladstone Management Corp. Ltd. operates as an investment holding company. The company is headquartered in McLean, VA. | Financial Conglomerates | President | |
| University of Virginia | College/University | Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin | |
Nationwide Insurance Co.
 Nationwide Insurance Co. Insurance Brokers/ServicesFinance Nationwide Insurance Co. provides insurance services. The company was founded in 1925 and is headquartered in Columbus, OH. | Insurance Brokers/Services | Corporate Officer/Principal | |
| The California State University | College/University | Undergraduate Degree | |
| Queens College | College/University | Undergraduate Degree | |
| Stetson University | College/University | Undergraduate Degree | |
| LaSalle University | College/University | Undergraduate Degree | |
| University of North Florida | College/University | Masters Business Admin Undergraduate Degree | |
| University of Florida | College/University | Graduate Degree Undergraduate Degree | |
Boothbay Fund Management LLC
 Boothbay Fund Management LLC Investment ManagersFinance Boothbay Fund Management LLC (Boothbay) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by Ari Glass in 2012. Boothbay offers investment advisory services to pooled investment vehicles that have been privately placed. | Investment Managers | Chief Executive Officer | |
| University of Central Florida | College/University | Masters Business Admin | |
Palm Valley Capital Management LLC
 Palm Valley Capital Management LLC Investment ManagersFinance Palm Valley Capital Management LLC (PVCM) is an independent, SEC-registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Jayme Wiggins and Eric Cinnamond. PVCM provides investment advice to individuals, high net-worth individuals, trusts, estates, or charitable organizations, and corporations and other business entities. | Investment Managers | Chief Executive Officer | |
| Columbia Business School | College/University | Masters Business Admin | |
| Erasmus University Rotterdam | College/University | Undergraduate Degree | |
| TRAVERE THERAPEUTICS, INC. | Pharmaceuticals: Major | Founder | |
| Baruch College | College/University | Undergraduate Degree | |
Phoenixus AG
 Phoenixus AG Pharmaceuticals: MajorHealth Technology Phoenixus AG operates as a research-based pharmaceutical company. It develops and commercializes treatments for diseases and conditions with limited or no treatment options. The firm's products include Daraprim and Vecamyl. The company was founded by Martin Shkreli on February 24, 2015 and is headquartered in Baar, Switzerland. | Pharmaceuticals: Major | Founder | |
Vyera Pharmaceuticals LLC
 Vyera Pharmaceuticals LLC Pharmaceuticals: MajorHealth Technology Vyera Pharmaceuticals LLC operates as a biopharmaceutical company that focuses on patients with unmet medical needs. Its products include Vecamyl and Daraprim. The firm engages in developing and commercializing treatments for serious diseases and conditions of therapeutic areas. The company was founded by Martin Shkreli in October 10, 2014 and is headquartered in New York, NY. | Pharmaceuticals: Major | Chief Executive Officer | |
| The State University of New York | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| Holy Cross College (Indiana) | College/University | Undergraduate Degree | |
| University of South Florida | College/University | Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin | |
Patriot Capital
 Patriot Capital Investment ManagersFinance Patriot Capital (Patriot) is a private equity firm founded in 2001 by Charles McCusker and Chris Royston. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Investor | |
Small Business Investor Alliance
 Small Business Investor Alliance Miscellaneous Commercial ServicesCommercial Services The Small Business Investor Alliance is an association of senior investment professionals focused on the lower middle market. The non-profit company is based in Washington and was founded by Jonathan F. Wilson. The American company's public policy goals are focused on maintaining access to growth capital for small businesses to support economic growth and job creation. The company recommends policies to unleash more capital for job creation and economic growth, including encouraging investment in rural business investment companies and venture and growth capital. | Miscellaneous Commercial Services | Director/Board Member | |
Camden Partners Private Equity
 Camden Partners Private Equity Investment ManagersFinance Camden Partners Private Equity (Camden Partners) is a private equity subsidiary of Camden Partners Holdings LLC founded in 1995 by David Lyle Warnock. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Corporate Officer/Principal |
Statistics
International
| United States | 45 |
| Netherlands | 2 |
| Switzerland | 2 |
Sectoral
| Finance | 22 |
| Consumer Services | 19 |
| Health Technology | 6 |
| Commercial Services | 3 |
Operational
| Corporate Officer/Principal | 20 |
| Undergraduate Degree | 17 |
| Director/Board Member | 15 |
| Portfolio Manager-Equities | 13 |
| Chief Investment Officer | 12 |
Most connected contacts
- Stock Market
- Insiders
- Amy Allen Lord
- Company connections
