WisdomTree Investments, Inc. was founded in 1985. WisdomTree Investments, Inc., through its subsidiaries, sponsors exchange-traded funds (ETFs) and develops security indices. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. The company’s wholly owned subsidiary, WisdomTree Asset Management Inc. (WTAM), is an investment advisor registered with the Securities Exchange Commission. The company’s wholly owned subsidiary, WisdomTree Retirement Services, Inc. (WTRS), markets with selected third parties an open-architecture, platform that offers ETFs to the 401(k) marketplace.

The Perishable Specialist, Inc. (P.S.I.) serves as a licensed customs broker, helping its clients cut through the maze of red tape strung up by such agencies as the US Customs Service, the Department of Agriculture, and the Food and Drug Administration. Services offered by P.S.I. include US customs clearance, duty drawback, binding rulings, USDA/PPQ inspection, FDA filing, fumigation, and transportation arrangement. It also provides import consultation, protest of customs challenges, and petitions and mitigations to protect against customs penalties and liquidated damages claims. The Perishable Specialist company is owned by the Ramos family.

Charter Oak Equity and its predecessor funds have invested in private equity since 1992. These little acorns might grow into mighty oaks too! Charter Oak Private Equity targets small and middle-market companies. Its investment vehicles, Charter Oak Capital Partners, Charter Oak Equity, and Charter Oak International Partners, invest in the health care, chemicals, consumer products, and industrial manufacturing industries. Investments include Daisy Manufacturing (the air rifle maker) and Aylward Enterprises (pharmaceuticals packaging). The company's Revere Industries holds several of its industrial manufacturing companies. Charter Oak Partners still exists as a hedge fund manager focused on long/short equity.

UBS investment banking arm of UBS AG, Switzerland's largest bank, the company offers equities trading and research, mergers and acquisitions advice, foreign exchange trading, and financing to corporate, institutional, and government clients. UBS Investment Bank has offices in some 30 countries in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific region. It boasts the world's largest trading floor at its complex in Stamford, Connecticut. UBS Investment Bank's dismal performance during the recession helped sink parent company UBS into a bad position.

Cohen & Steers, Inc. (CNS), together with its wholly owned subsidiaries, manages income-oriented equity portfolios specializing in United States and international real estate securities, large cap value stocks, listed infrastructure and utilities, and preferred securities. CNS also manages alternative investment strategies, such as hedged real estate securities portfolios and private real estate multimanager strategies for qualified investors. It serves individual and institutional investors through a range of investment vehicles. The Company manages three types of accounts: open-end mutual funds, closed-end mutual funds and institutional separate accounts. The 14 open-end mutual funds, for which it is the investment advisor offer and issue shares continuously as funds are invested and redeem shares when funds are withdrawn.

FBR Capital Markets Corporation is a full-service investment banking, institutional brokerage and asset management company. In addition, it makes principal investments, including merchant banking investments. The Company’s subsidiaries are FBR Capital Markets & Co. (FBR & Co.), FBR Capital Markets International, Ltd. (FBRIL), Financial Services Authority (FSA), and FBR Fund Advisers, Inc. (FBR Fund Advisers). Its segments include capital markets, which include investment banking and institutional brokerage and research; asset management, and principal investing, which includes merchant banking. The Company’s capital markets business is conducted by its investment banking and institutional brokerage professionals through its United States and United Kingdom broker-dealer subsidiaries. The Company’s investment adviser subsidiaries principally manage a family of mutual funds. On August 31, 2009, the Company acquired Watch Hill Partners LLC.

and Capital Corporation was founded in 1969 and is based in Buffalo, New York. Rand Capital Corporation is a venture capital firm specializing in investments in small to medium-sized privately held companies. The firm does not prefer to invest in real estate sector. It invests in companies that are engaged in the exploitation of new or unique products or services. It seeks to invest in companies based in the Western and Upstate New York region and its surrounding states with focus on Buffalo and Niagara region. The firm may invest in region within three to five hour drives from Western New York including Canada. It typically invests between $500,000 and $1.5 million and the total Investment in rounds is between $1 million and $5 million. The firm seeks to be a lead investor in companies within its geographical area and participates in syndicate with other investors outside it. It prefers to invest in businesses that are unique or possess proprietary right. The firm prefers to be a minority investor and seeks to take a Board seat in its portfolio companies. It typically holds its investments for a period of five to seven years.

Liontrust Asset Management PLC (Liontrust) is an investment holding company. Liontrust provides portfolio management services, which are targeted primarily at professional investors and advisers. It manages unit trusts, individual savings accounts, offshore funds, absolute return funds, pooled pension funds, and segregated institutional accounts. The Company’s subsidiaries include Liontrust Investment Funds Limited, Liontrust Investment Services Limited, Liontrust European Investment Services Limited, Liontrust International (Guernsey) Limited, and Liontrust International (North America) Inc.

The Dyson-Kissner-Moran Corporation was founded in 1954 and is based in New York, New York. The Dyson-Kissner-Moran Corporation is a private equity firm specializing in acquisitions of companies as platform investments and as strategic add-ons for its subsidiaries. The firm seeks to invest in platform companies with transaction sizes between $50 million and $150 million and revenues of at least $50 million. It prefers to acquire 100 percent ownership interests. The firm may also acquire minority positions depending on the opportunity and sponsorship. It invests its own capital supplemented by bank debt.

Thomas Weisel Partners company operates in four segments: investment banking, brokerage, equity research, and asset management. Focusing on the technology, industrial growth, health care, mining, and consumer products and services sectors, the company offers services including mergers and acquisition advisory, institutional sales, and wealth management. The firm also offers venture capital investing and other opportunities to affluent private investors and institutional clients. Thomas Weisel Partners was acquired by Stifel Financial for more than $300 million in 2010. Thomas Weisel is now a subsidiary of Stifel.

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