Steve Kleckner
Portfolio Manager-Fixed Income at Euro Pacific Asset Management LLC (Puerto Rico)
Network origin in Steve Kleckner first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Euro Pacific Asset Management LLC (Puerto Rico)
 Euro Pacific Asset Management LLC (Puerto Rico) Investment ManagersFinance Euro Pacific Asset Management LLC is an independent investment advisor headquartered in Dorado, Puerto Rico. The firm was founded by Peter Schiff and James Nelson in 2009 to provide a platform of actively managed investment products reflecting the founder’s investment philosophy. EPAM provides services to registered investment companies (mutual funds) and to other investment advisers. Through their separately managed accounts, they also offer services to individuals, high net worth individuals, individual retirement accounts, trusts and estates, and businesses.
6
| Private Company | Investment Managers | 6 |
Euro Pacific Asset Management LLC (California)
 Euro Pacific Asset Management LLC (California) Investment ManagersFinance Founded in 2009 by Peter Schiff, Euro Pacific Asset Management LLC (EPAM) is a registered investment advisor located in Newport Beach, California. The firm is the investment advisor to series funds of Investment Managers Series Trust, an investment company registered with the SEC under the Investment Company Act of 1940. The series funds include the EuroPac International Value Fund (“EPIVX”), EuroPac International Bond Fund (“EPIBX”), EP Emerging Markets Small Companies Fund (“EPASX”), EuroPac Gold Fund (“EPGFX”) and EuroPac International Dividend Income Fund (“EPDPX”). The EPASX Fund is sub-advised by Champlain Investment Partners, LLC (which acquired New Sheridan Advisors, LLC on June 30, 2015). The EPGFX Fund is sub-advised by Global Strategic Management, d/b/a Adrian Day Asset Management. The sub-advisors are not affiliated with EPAM. In addition to the mutual funds, the firm provides services to individuals, high net-worth individuals, trusts and estates, and businesses.
4
| Extinct | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Kleckner via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Shearson Lehman Brothers Holdings, Inc.
 Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
A.G.P. / Alliance Global Partners Corp.
 A.G.P. / Alliance Global Partners Corp. Investment Banks/BrokersFinance A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs. | Investment Banks/Brokers | Corporate Officer/Principal Founder | |
ROTH Capital Partners LLC
 ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity | |
Global Strategic Management, Inc.
 Global Strategic Management, Inc. Investment ManagersFinance Global Strategic Management, Inc., dba Adrian Day Asset Management (ADAM), is an independent wealth management firm headquartered in Dorado, Puerto Rico. The firm was founded by Adrian Day in 1991. ADAM offers fully discretionary portfolio management services to individuals, families and small institutions. | Investment Managers | Chief Executive Officer | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity | |
| American University | College/University | Graduate Degree | |
| The California State University | College/University | Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| University of Dallas | College/University | Graduate Degree | |
| United States Air Force Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Undergraduate Degree | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
Schiff Gold, Inc.
 Schiff Gold, Inc. Wholesale DistributorsDistribution Services Schiff Gold, Inc. provide industry standard coins and precious metals. It offers discount precious metals dealer specializes in investment-grade gold and silver bullion. The company offer a range of related services, from vault storage partners to physical gold IRAs. Schiff Gold was 2010 and is headquartered in New York, NY. | Wholesale Distributors | Founder |
Statistics
International
| United States | 14 |
| United Kingdom | 3 |
Sectoral
| Consumer Services | 8 |
| Finance | 7 |
| Non-Energy Minerals | 2 |
| Government | 2 |
| Distribution Services | 2 |
Operational
| Portfolio Manager-Equities | 10 |
| Analyst-Equity | 7 |
| Founder | 6 |
| Undergraduate Degree | 5 |
| Chief Executive Officer | 4 |
Most connected contacts
| Insiders | |
|---|---|
| Jim Nelson | 7 |
| Patrick B. Rien | 6 |
| Peter Schiff | 6 |
| Adrian Day | 4 |
| Luke Sweet Allen | 4 |
| Rafael Santiago | 1 |
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