Member List

Investment managers interested in working with 3PM firms are encouraged to contact the firms' principals directly. To assist in your search, please reference the following lists:

We strongly recommend that interested managers review our current directory of 3PM member firms as well as visit the prospective firms’ web sites.

Advisor Marketing Services, LLC
8537 Estate Drive
West Palm Beach, FL 33411
Phone: 561-282-9001
Web Site: www.amsgroupllc.com
Contact: William H. Hoover, Jr.

Agecroft Partners, LLC
103 Canterbury Road
Richmond, VA 23221
Phone: 804-355-2082
Web Site: www.agecroftpartners.com
Contact: Donald A. Steinbrugge, CFA

A.K. Partners, LLC
One N 050 Franklin Street
Carol Stream, IL 60188
Phone: 630-682-1363
Web Site: www.ak-partners.com
Contacts: Kathleen Walton
Albert A. Pisterzi

Alternative Access Capital, LLC
707 Westchester Avenue, Suite 405
White Plains, NY 10604
Phone: 914-421-2550
Contacts:Douglas Cramer

Amadé Global Partners
6 Cité Malesherbes
Paris, France 75009
Phone: 00-33-688-696-753
Contact: Anaïs de Bretizel

Ambassador Funds Management Services
3 Spring Street, Level 8
Sydney NSW, Australia 2000
Phone: +61-2-9081-0230
Web Site: www.ambassadorfms.com Contacts: Peter Tiffin
Richard Darke
David Twiss

ARK Global, LLC
P. O. Box 111
Weston, MA 02493
Phone: 800-676-2921
Web Site: www.arkglobalonline.com Contacts: Sandra Powers
Keith Garte Christine Donahue

Arrow Partners, Inc.
3010 Westchester Avenue, 2nd Floor
Purchase, NY 10577
Phone: 914-251-1084
Web Site: www.arrowpartners.com
Contacts: Kenneth Rogers
Steve Rubenstein

Artemis Global Partners, LLC
344 Clay Pitts Road
East Northport, NY 11731
Phone: 631-460-9030
Web Site: www.artemisglobalpartners.com
Contact: Lillian C. Jones

Boomerang Capital
140 Rowayton Avenue, Suite C
Rowayton, CT 06853
Phone: 203-855-1723
Website: www.boomcap.com
Contact: Brian Hampton
Barry Hines
Donough McDonough

Butler Capital Investments, LLC
203 Store Hill Road
Old Westbury, NY 11568
Phone: 516-333-2100
Web Site: www.butlercap.com
Contact: R. Alan Butler, Jr.

Cairn Capital, LLC
716 N. East Ave.
Oak Park, IL 60302
Phone: 312-698-8860
Web Site: www.cairncapitalllc.com
Contact: Tim Philosophos

Candlewood Advisory Partners, LLC
70 Clarendon Street
Boston, MA 02116
Phone: 617-859-3777
Web Site: www.candlewoodadvisory.com
Contact: Stacy Havener
Jake Mortell

Capital Allocation Partners
1666 Massachusetts Avenue, Suite 5
Lexington, MA 02420
Phone: 781-274-1215
Web Site: www.capitalallocationpartners.com
Contact: Michael C. McNabb

CapLink Partners
209 North Rowell Ave.
Manhattan Beach, CA 90266
Phone: 310-990-3283
Web Site: www.capstoneinvestments.com
Contact: David Sassano

Capstone Group, Inc.
4393 Jett Place
Atlanta, GA 30327
Phone: 404-250-1893
Contact: Amy Kistulinec

Cedar Partners, Ltd.
10475 Park Meadows Drive, Suite 600
Lone Tree, CO 80124
Phone: 720-279-2503
Web Site: www.cedarpartnersltd.com
Contacts: Chris White
Brian Kneuer
Christy Porter
Jeff Vera

Collins Bay Island Securities
567 San Nicolas Drive, Suite 460
Newport Beach, CA 92660
Phone: 949-644-5771
Web Site: www.collinsbis.com
Contact: Clark Collins

Compass Institutional Marketing, LLC
7601 N. Federal Highway, Ste 215A
Boca Raton, FL 33487
Phone: 561-283-1925
Web Site: www.compassinstitutional.com
Contact: Rick Gagnon

Connors & Co. Investment Services
1105 Sanctuary Parkway, Suite 150
Alpharetta, GA 30004
Phone: 770-752-6301
Web Site: www.connorscompany.com
Contacts: Paul Connors
Kevin McCormack
Cathleen Adams

Coronado Investments, LLC
705 Palomar Airport Road, Suite 350
Carlsbad, CA 92011
Phone: 310-573-8517
Web Site: www.coronadoinvestments.com
Contacts: Alex Bentley
Mitch Little
Jamie Lesher

C.P. Eaton Partners, Inc.
131 Rowayton Avenue
Rowayton, CT 06853
Phone: 203-831-2970
Web Site: www.cpeaton.com
Contacts: L. Charles Bartz
Edward A. Greene
David M. Love

Creative Global Investments, LLC
115 East 57th Street, 11th Floor
New York, NY 10022
Phone: 212-939-7256
Web Site: www.cg-inv.com
Contact: Carlo R. Besenius

Crossroad Capital Partners LLC
11 River Road
Wilton, CT 06897
Phone: 203-658-0140
Web Site: www.xroadcapital.com
Contacts: Joe Sindelar

De Luna Partners, Inc.
25 Orinda Way, Suite 305
Orinda, CA 94563
Phone: 925-253-1600
Web Site: www.delunapartners.com
Contact: John de Luna

DG Analytics
9789 South Autumnwood Place
Highland Ranch, CO 80129
Phone: 303-358-0944
Web Site: www.dganalytics.net
Contact: Darien Gould

Fitzgibbon Toigo Associates, LLC
412 Park Street
Upper Montclair, NJ 07043
Phone: 973-746-4944
Web Site: www.fitzgibbontoigo.com
Contact: Brian X. Fitzgibbon
Sean Fitzgibbon

Fund Building Limited
42 Moorgate
London, England EC2R 6EL
Phone: 44-20-7826-4399
Contacts: John Kirkham
Clive Menzies

Gemstone Capital Advisors, LLC
45 West 25th Street, 11th Floor
New York, NY 10010
Phone: 212-365-6945
Web Site: www.gemstonecapitaladvisors.com
Contact: Michael Hidary
Jack D. Hidary
Marissa Shorenstein

Genesis Marketing Group
19 N. Grant Street
Hinsdale, IL 60521
Phone: 630-887-1414
Web Site: www.genesis2020.com
Contact: Ronald S. Oldenkamp

Giraffe Group, LLC (The)
30 North Street
Hingham, MA 02043
Phone: 781-740-4144
Web Site: www.giraffe-group.com
Contact: John L. Kornet, Jr.

Greg Reid Associates, Inc.
841 Main Street
Walpole, MA 02081
Phone: 508-660-0044
Web Site: www.gregreid.com
Contacts: Greg S. Reid

Hamersley Partners
420 Boylston Street
Boston, MA 02116
Phone: 617-247-8800
Web Site: www.hamersleypartners.com
Contacts: Peter Pavlina
Kathleen Williamson

Huston Associates
230 Park Avenue, Suite 1000
New York, NY 10169
Phone: 212-309-8720
Web Site: www.huston-associates.com
Contacts: Gregory Huston
Randy Faust, CFA

Hyde Park Investment, Ltd.
58 Davies Street
London, England W1K 5JF
Phone: +44-20-7509-9800
Web Site: www.hydeparkinvestment.com
Contacts: Jonathan Lee
Hako Finckenstein
Guy Baxendale

Investment Management Marketing Services, LLC
338 Stanwich Road
Greenwich, CT 06830
Phone: 203-869-6132
Contact: John N. Daly

King Associates, LLC
P.O. Box 29426
Richmond, VA 23242
Phone: 804-740-6840
Web Site: www.kingassoc.com
Contact: Robert J. King

Lang's
P.O. Box 1621
Midlothian, VA 23113
Phone: 804-744-4100
Contact: Mamie McNeal

Managers Global
1300 Market Street, Suite 707
Wilmington, DE 19801
Phone: 302-295-1215
Website: www.managersglobal.com
Contact: David Shepherd

MarketLink Associates, Inc.
402 West Hills Road
Melville, NY 11747
Phone: 631-351-6170
Contact: Carol Kolakowski

MIT Associates, LLC
300 Atlantic Street, 11th Floor
Stamford, CT 06901
Phone: 203-355-2300
Web Site: www.mitllc.com
Contact: Michael H. Finnell

North Bridge Capital, Inc.
45 School Street
Boston, MA 02108
Phone: 617-573-0011
Web Site: www.northbridgecap.com
Contacts: Rich Murphy
Alex Winters

Ocotillo Capital, LLC
8700 East Vista Bonita, Suite 224
Scottsdale, AZ 85255-3201
Phone: 480-248-9757
Web Site: www.ocotillocapital.com
Contacts: Seth Rosenberg
Elliott M. Gartner

OgdenBurr Partners, LLC
3129 Burr Street
Fairfield, CT 06824
Phone: 203-259-8677
Web Site: www.ogdenburr.com
Contacts: Guy R. Sullivan

OmniCap, LLC
415 Madison Avenue, 24th Floor
New York, NY 10014
Phone: 212-486-8929
Contact: Robert Snider

Paramount Investment Management, Ltd.
RM 1201, 12/F, Man Yee Building
68 Des Voeux Road Central
Hong Kong
www.paramount-im.com
Phone: 852 3104 8110
Contact: Kennis Leung
Eric Cheung

Parenteau Associates, LLC
50 Fieldstone Drive
Easton, CT 06612
Phone: 203-220-9153
Web Site: www.parenteauassociates.com Contacts: Claude R. Parenteau
Ashley Hobson

Perkins Fund Marketing, LLC
136 Old Post Road
Southport, CT 06890
Phone: 203-418-2000
Web Site: www.perkinsfundmarketing.com
Contact: Gilman C. Perkins

Perseides Partners, LLC
9037 Alpine Peaks Avenue
Las Vegas, NV 89147
Phone: 702-521-1218
Web Site: www.pers-partners.com
Contact: Mark Meyocks
Jim Webb

Pursuit Capital Marketing, LLC
31 Hayward Street
Franklin, MA 02038
Phone: 508-520-3700
Web Site: www.pursuitcap.com
Contact: Bob Callaghan
Greg Garland, CFA

Responsible Stewardship, LLC
43 Harriet Street
West Orange, NJ 07052
Phone: 973-650-8825
Contact: Donald E. Platner, II

Schmetter & Associates LLC
6490 Crestbrook Drive
Morrison, CO 80465
Phone: 303-697-7300
Web Site: www.schmetter.com
Contact: Gretchen M. Schmetter

Sincere & Co., LLC
26 Rolling Meadow Drive
Holliston, MA 01746
Phone: 508-429-2595
Web Site: www.sincereco.com
Contacts: Richard Sincere
Debra Sincere

Software Methods, Inc. t/a Lang's
P. O. Box 1621
Midlothian, VA 23113
Phone: 804-744-4100
Contact: Mamie McNeal

Stonehaven, LLC
275 Madison Avenue, Suite 2002
New York, NY 10016
Phone: 212-218-7626
Website: www.stonehaven-llc.com
Contact: David Frank
Steven Jafarzadeh

Stuart Portfolio Consultants
1449 Lexington Avenue, Suite 3B
New York, NY 10128
Phone: 212-360-7500
Contact: Stuart Oltchick

Tessera Capital Partners
708 Third Avenue, 6th Floor
New York, NY 10017
Phone: 212-209-3822
Web Site: www.tesseracapital.com
Contacts:Donna DiMaria
Larry Eddington

Westwood Distributors, LLC
330 Madison Avenue, 9th Floor
New York, NY 10017
Phone: 646-495-5612
Contacts:Patricia Muller
William O. Bell
Robert Murray
Joyce Fensterstock

XT Capital Partners, LLC
117 East 55th Street
New York, NY 10022
Phone: 212-909-2682
Web Site: www.xtcapital.com
Contact: Patricia T. Miranda
Frank P.L. Minard
Lynne S. Minard
Julie M. Cochran


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