Lime Rock is a financial advisory firm based in Westport, Connecticut. It currently has approximately $11,218,052,132 of assets under management and employs about 218 people. Lime Rock uses a fee structure of a percentage of assets under your management and performance-based fees.

Northeast Financial is a financial advisory firm based in Westport, Connecticut. It currently has approximately $3,686,020,150 of assets under management and employs about 8 people. Northeast Financial uses a fee structure of a percentage of assets under your management and fixed fees.

Coastal Bridge Advisors is a financial advisory firm based in Westport, Connecticut. It currently has approximately $2,605,166,037 of assets under management and employs about 26 people. Coastal Bridge Advisors uses a fee structure of a percentage of assets under your management and fixed fees.

Sterling Investment Partners Advisers, LLC is a financial advisory firm based in Westport, Connecticut. It currently has approximately $1,985,904,621 of assets under management and employs about 18 people. Sterling Investment Partners Advisers, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and monitoring fees, and certain other portfolio company fees.

Balance Point Capital Advisors, LLC is a financial advisory firm based in Westport, Connecticut. It currently has approximately $1,541,869,899 of assets under management and employs about 15 people. Balance Point Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and debt closing fees.

Iridian Asset Management LLC is an investment adviser specializing in the active management of mid-cap U.S. equity long-only portfolios. The firm was established on November 8, 1995, and registered with the SEC on December 5, 1995. Iridian's investment philosophy focuses on investing in companies undergoing "corporate change" to tap into opportunities before they are fully recognized by the market. The firm offers discretionary investment management services to various types of clients, including high net worth individuals, foundations, endowments, and pension plans. For separately managed accounts, Iridian charges a fee based on a percentage of assets under management, with negotiable fees and account minimums in certain circumstances. The firm also acts as an investment adviser to various funds, charging fees based on a percentage of assets under management. Iridian may engage in performance-based fees for certain clients, with an emphasis on managing all client accounts invested in a particular strategy in the same manner to minimize conflicts of interest. Clients have investment discretion over their accounts, and Iridian provides proxy voting services for discretionary accounts. The firm has robust privacy measures in place to protect clients' personal information and complies with federal laws regarding the sharing of personal data.

A.g.p / Alliance Global Partners is a financial advisory firm based in Westport, Connecticut. It currently has approximately $572,707,015 of assets under management and employs about 283 people. A.g.p / Alliance Global Partners uses a fee structure of a percentage of assets under your management and hourly charges.

Yakira Capital Management, Inc. is a registered investment adviser that began operations in 1997. The firm provides discretionary investment advisory services to private investment funds, including Yakira Partners, L.P., and Yakira Enhanced Offshore Fund Ltd. The Funds primarily invest in risk arbitrage, restructurings, mergers, and other special situations to achieve consistent superior investment results. As of December 31, 2024, the firm had approximately $347,928,451 of regulatory assets under management. The firm charges management fees up to 1.5% per annum and may receive performance-based compensation of 20% based on achieved performance. Clients are typically high net worth individuals or institutional investors, with a minimum initial investment of $1,000,000. The Adviser may engage in leverage, short selling, and trading in derivatives. The firm's investment strategies involve macroeconomic research, financial metrics analysis, and security valuation assessments. Yakira Capital Management, Inc. has no reportable disciplinary events and may engage in transactions with affiliated entities. The firm exercises investment discretion, proxy voting authority, and maintains custody of client assets through qualified custodians. The Adviser has a written Code of Ethics to address conflicts of interest and personal trading procedures. Clients receive annual and quarterly reports, and the firm provides proxy voting policies upon request.

Brightlight Capital Management LP is a Delaware limited partnership established in 2011, based in Westport, CT. The firm serves as an investment adviser to private pooled investment vehicles, managing the Offshore Fund and the Master Fund. The minimum initial investment for clients is generally $1,000,000, with exceptions for specific interests. Brightlight follows a value investment approach, focusing on long and short investments in global equities. The firm aims to generate superior risk-adjusted returns while preserving capital, conducting rigorous fundamental analysis and seeking a significant margin of safety on all securities. Investment decisions are subject to each fund's objectives and guidelines. Brightlight charges a quarterly management fee of 0.375% of the net asset value. The firm may waive or modify this fee at its discretion. Brightlight and its affiliates are entitled to an annual performance-based allocation of 15%-20% of realized and unrealized income and gains. The firm has full discretionary investment authority over client funds and securities. Brightlight complies with the custody rule and has adopted proxy voting policies and procedures. The firm's Code of Ethics emphasizes fiduciary principles and sets standards for personal trading of securities by employees. Brightlight does not have any soft dollar arrangements and does not receive compensation for client referrals. There are no material disciplinary events or financial conditions that could impair the firm's ability to meet commitments.