Jose Briones
Director/Board Member at PENNANTPARK FLOATING RATE CAPITAL LTD.
Net worth: 5 M $ as of 30/03/2024
Profile
José A.
Briones, Jr. joined PennantPark in December 2009 and is a Senior Partner.
He is responsible for and oversees originating, underwriting, executing, and monitoring investments for the Firm, and serves as a Portfolio Manager.
He also oversees various strategic initiatives for the Firm.
Most recently he was a Partner of Apollo Investment Management, L.P.
and a member of its investment committee since 2006.
Before that, he was a Managing Director with UBS Securities LLC in the Financial Sponsors and Leveraged Finance Group from 2001 to 2006.
Before joining UBS, he was a Vice President with JP Morgan in the Global Leveraged Finance Group from 1999 to 2001.
From 1992 to 1999, José was a Vice President at BT Securities and BT Alex Brown Inc. in the Corporate Finance Department.
José holds an AB in Economics from Princeton University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 05/12/2023 | 316,388 ( 0.51% ) | 4 M $ | 30/03/2024 | |
| 25/02/2024 | 271,990 ( 0.42% ) | 2 M $ | 30/03/2024 |
Jose Briones active positions
| Companies | Position | Start |
|---|---|---|
| PENNANTPARK FLOATING RATE CAPITAL LTD. | Director/Board Member | 05/05/2022 |
| PENNANTPARK INVESTMENT CORPORATION | Director/Board Member | 02/05/2022 |
PennantPark Investment Advisers LLC
 PennantPark Investment Advisers LLC Investment ManagersFinance PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles. | Private Equity Investor | 30/11/2009 |
Former positions of Jose Briones
| Companies | Position | End |
|---|---|---|
Apollo Investment Management LP
 Apollo Investment Management LP Investment ManagersFinance Part of Apollo Global Management, Inc., Apollo Investment Management LP provides investment advice. The private company is based in New York, NY. The company was founded by Arthur Howard Penn. | Corporate Officer/Principal | 30/12/2006 |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Corporate Officer/Principal | 31/12/2005 |
JP Morgan & Co.
 JP Morgan & Co. Financial ConglomeratesFinance JP Morgan & Co. provides financial services. The private company is based in Singapore, Singapore. | President | 31/12/2000 |
| BT Alex Brown, Inc. | Corporate Officer/Principal | 31/12/1998 |
Training of Jose Briones
| Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
| BT Alex Brown, Inc. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
PennantPark Investment Corp.
 PennantPark Investment Corp. Investment ManagersFinance PennantPark Investment Corp., a traded fund, seeks investment opportunities in middle market companies located in the United States. The fund targets companies operating in aerospace & defense, building materials, buildings & real estate, business services, capital equipment, chemicals, plastics & rubber, consumer products, distribution, education & childcare, energy & related services, environmental services, financial services, food & beverage, healthcare & pharmaceuticals, hotel, gaming & leisure, information technology services, manufacturing & basic industries, media, printing & publishing, retail, technology, telecommunications, transportation and wholesale. It provides financing in the form of debt, equity and mezzanine for debt, mezzanine and buyout transactions with an investment size ranging from $10 - $100 million. The company was founded in 2007 and is headquartered in Miami Beach, FL. | Finance |
PennantPark Floating Rate Capital Ltd.
 PennantPark Floating Rate Capital Ltd. Investment ManagersFinance PennantPark Floating Rate Capital Ltd., a traded fund, invests in middle market companies located in the United States. The fund targets companies operating across a broad range of sectors. It provides debt financing for growth, mezzanine and buyout stage capital requirements. | Finance |
Apollo Investment Management LP
Apollo Investment Management LP Investment ManagersFinance Part of Apollo Global Management, Inc., Apollo Investment Management LP provides investment advice. The private company is based in New York, NY. The company was founded by Arthur Howard Penn. | Finance |
PennantPark Investment Advisers LLC
PennantPark Investment Advisers LLC Investment ManagersFinance PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles. | Finance |
JP Morgan & Co.
JP Morgan & Co. Financial ConglomeratesFinance JP Morgan & Co. provides financial services. The private company is based in Singapore, Singapore. | Finance |
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