A

Owner

Goods & Services

Financial advisory services; Financial advisory and consultancy services, namely, providing to others financial advice, investment advice, investment management services, and capital formation services; Financial advisory and consultancy services, namely, investment structuring and strategic consulting services, including advising on governance, restructuring, mergers and acquisitions, growth initiatives, and corporate turnarounds; Investment management; Investment advice in the fields of venture capital, private equity, real estate, defense technology, insurance, and reinsurance sectors; Broker-dealer financial services in the field of asset allocation, portfolio management, and private placement of securities; Investment advisory services; Financial advisory and consultancy services, namely, philanthropic investments, including donor-advised fund (DAF) structuring, philanthropic capital management, and charitable giving optimization