Investor insights
Funding rounds participated in
$4M sweet spot round size
Most of their 1 investments are in rounds between $4M and $4M
Investor type
Investment Bank
Basic info
Industry
financial services
Sectors
Private Client Services
Financial Services
Institutional Investment Advisory Services
Investment Advisory Services
Trust Management and Administration
Date founded
1996
Investments made
U
Undisclosed raised $4M on August 14, 2002
Investors: Kingdon Capital Management and Chilton Capital Management