SEC Filings

Form ADV Unveils Saluda Grade Asset Management's Personnel and Portfolio Changes Over a Year

Saluda Grade Asset Management LLC (SGAM), a New York-based investment management firm, has been offering strategic and discretionary investment advisory services to private funds. Operating in unison with its relying adviser, Saluda Grade Ventures LLC (SGV), SGAM crafts investment strategies as...

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Searle & Co. increased stake in PepsiCo by 73%

Searle & Co. is an investment adviser based in Greenwich, Connecticut, offering personalized portfolio management services to clients. The firm provides customized portfolios or utilizes predefined strategies or model portfolios.

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Vanguard Group Inc. increased shares in Exxon Mobil Corp (XOM)

Vanguard Group Inc. increased shares in Exxon Mobil Corp (XOM)

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Braidwell LP: AUM grew 22% TO $4.6B

Braidwell LP, a Delaware limited partnership established in 2021, has positioned itself at the forefront of the biological revolution to enhance human health. Managed by co-founders Alex Karnal and Brian Kreiter, the firm offers investment advice to various investment pools which follow their...

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Northern Trust Group invests $1.5B in telecommunications company, AT&T

Northern Trust Group invests $1.5B in telecommunications company, AT&T

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Marshall Wace LLP raises its P&G stake 151% to $300M

Procter & Gamble Company (P&G) is a globally recognized provider of consumer packaged goods. It operates in over 180 countries and sells products through a variety of outlets, including mass merchandisers, grocery stores, membership club stores, drug stores, department stores, salons, e-commerce...

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Eagle Point Credit Management AUM grew 26% to $7.6B

Eagle Point Credit Management LLC is an investment advisory firm that provides services to various investment vehicles and accounts. The firm specializes in managing investments related to Collateralized Loan Obligations (CLOs), debt and preferred equity securities, corporate debt securities,...

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Capital World Investors raises Salesforce stake to $2.9B.

Capital Group Private Client Services, Inc. (CGPCS) is a subsidiary of Capital Group International, Inc., which is owned by Capital Research and Management Company, wholly owned by The Capital Group Companies, Inc. CGPCS provides investment management services to high net-worth individuals and...

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Which Hedge Funds Are Up-Sizing and Taking Out McDonald's Equity in 2023?

Which Hedge Funds Are Up-Sizing and Taking Out McDonald's Equity? Q1 2023 13F review

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Q1 2023 Prime Broker Performance: Insights into Credit Suisse, JPMorgan, and BNP Paribas

Q1 2023 Prime Broker Performance: Insights into Credit Suisse, JPMorgan, and BNP ParibasPrime brokerages saw a significant shift over the year, from January 1, 2023, to May 1, 2023. The landscape has been altered, with some brokers witnessing growth with serviced funds in the tech sector. Utilizing...

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