The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Sovereign Wealth Fund Institute and SWFI are registered trademarks of the Sovereign Wealth Fund Institute. Cameron prides himself in his personal wealth management and comprehensive financial planning skills. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. Fund AUM and Sold ($) 700 560 420 280 140 0 2011 2015 2019 2023. | All rights reserved | Privacy Policy, Benchmarking your Company Sponsored Retirement Plan. Hein Park Capital Management LP: Latest Disclosed Ownership: 1,222,984 shares: Latest Disclosed Value: $ 10,885,000: Hein Park Capital Management LP ownership in HTZ / Hertz Global Holdings Inc. (New) Institutional Ownership: 13F and NPORT Filings. Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan Dan comes to Park Capital Management with twenty years of experience in the financial services industry. His passion lies within analyzing client portfolios and identifying opportunities to improve the potential for returns while controlling risk. The named financial professional and firm have not reviewed, approved, or endorsed this profile and Principal Place of Business and Contact Information 3. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. New York, New York, United States 11-50 Private www.heinparkcapital.com/ 233,892 Highlights Contacts 1 Employee Profiles 1 Similar Companies 3 Recent News & Activity News Aug 3, 2020 Deloitte & Touche LLP. services are limited to referring users to third party advisers registered or chartered as fiduciaries Manage Products and Account Information Support Americas +1 212 318 2000 EMEA +44 20 7330 7500 Asia Pacific +65 6212 1000 Company About Careers Diversity and Inclusion Tech At Bloomberg. Book Appointment; About. Alyssa lives in Fort Atkinson with her dog, Sasha, and enjoys golfing and riding her horse, Chance. for HEIN PARK CAPITAL MANAGEMENT LP, Top 20 equal-weighted holdings. (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: (e) Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure, (f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. Gurus may be added or dropped from the GuruFocus site at any time. in the aforementioned profile. Bridgewater Associates Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Acorn Wealth Advisors Ah Equity Partners Iii, L.L.C, Ah Equity Partners Iii (par Alphabet, Alphacentric Advisors Ami Asset Management Corp. Amica Mutual Insurance Co Archer Capital Management, Archer Investment Corp Ashfield Capital Partners, Ashford Advisors Avaii Wealth Management. UK DISCLOSURE, Nov. 23, 2020 (GLOBE NEWSWIRE) -- FORM 8.3PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the "Code")1. Established in n July 2019, Hein Park Capital Management is a New York-based hedge fund manager managed by Courtney Carson. Phone +1 (212) 000-0000. Follow Bloomberg reporters as they uncover some of the biggest financial crimes of the modern era. Hein Park Investors LP Filings. useful if you want to learn about investing or financial management on your own. Their last reported 13F filing for Q3 2022 included $355,536,000 in managed 13F securities Silverleafe Capital Partners Somerset Capital Management Sr One Capital Management, Stockman Wealth Management. Hein Park Capital Management Lp is legally registered to serve clients in the state of New York. . W.g. 5-min read UK DISCLOSURE, Nov. 20, 2020 (GLOBE NEWSWIRE) -- FORM 8.3. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Pershing Square Capital Management. which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. If there are no such agreements, arrangements or understandings, state none, (b) Agreements, arrangements or understandings relating to options or derivatives, Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state none. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. Hein Park Capital Management LP is an investment management firm. Nature of dealing e.g. advisors and firms and matches based on specific criteria (investable assets, geography, and willingness Park Capital Management, LLC (PCM) is affiliated with The Park Bank. Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Hein Park Capital Management LP, as well as holding map, Global Trust Asset Management Great West Life Assurance C Greenbrier Partners Capital Half Sky Capital (uk) Ltd. Hall Capital Management Co Inc Healthcor Partners Manageme Hill Path Capital L.P. Hudson Valley Investment Ad Hudson Value Partners Index Venture Growth Associ Index Venture Life Associat Investment House, Investment Management Assoc Jcp Investment Management. Dan finds that his greatest skill lies within the educating of clients about their opportunities and risks in the investment markets, making it clear to the client what we are doing for them, why we are doing it, and how it is going to benefit them. View information on Hein Park Capital Management LP, Hein Park Capital Management LP's fund, past performances, historical stock allocations and more. Hein Park Capital Management LP and Ospraie Management share similar industries Save These companies are similar Resource Philadelphia, Pennsylvania, United States 7 Contacts11-50 employees Asset Management Credit Financial Services +1 more Resource is an asset management company that specializes in multifamily real estate and credit investment. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, Stock Yards Bank & Trust Co Summit Wealth & Retirement Taylor Asset Management Inc Thomasville National Bank, Thomas White International Ltd Towle & Co. Town & Country Bank & Trust Trustees Of General Electri Trustees Of Princeton Unive Univest Financial Corp. Untitled Investments L.P. Veritas Investment Manageme Veritas Investment Partners W Advisors. Partner, Hein Park Capital Management. Click here Contact Information. Enjoy a 7-Day Free Trial Thru Jan 23, 2023! Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in. Diane and her husband enjoy traveling and spending time at their home in northern Wisconsin, and always making a point to spoil her grandchildren. It has a small group, including 5 financial advisors. Their last reported 13F filing for Q2 2022 included $1,014,041,000 in managed 13F securities and a top 10 holdings concentration of 99.2%. for short-term or one-time advice. 4-min read UK DISCLOSURE, Oct. 08, 2020 (GLOBE NEWSWIRE) -- FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH. HEIN Park Capital MM LLC. As a family office, our mission statement is to . Napier Park Global Capital: $5,562: 3.2%: 61: . Hein Park Capital - Courtney Carson assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. Gender. People moves and Hedge Fund launches included with a premium subscription. Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions). With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers. Custodian. Website https://www.heinparkcapital.com/ Industries Investment Management Company size. Hein Park Capital Management is a hedge fund with 4 clients and discretionary assets under management (AUM) of $2,005,701,110 (Form ADV from 2022-03-30). HEIN PARK CAPITAL MANAGEMENT LP Company Number 7517421 Incorporation Date 16 July 2019 (about 3 years ago) Jurisdiction Delaware (US) Registry Page . Established in n July 2019, Hein Park Capital Management is a New York-based hedge fund manager managed by Courtney Carson. who has at least $750,000 under management. Our Philosophy; Our Team; Services. KEY INFORMATION(a) Full name of discloser:Hein Park Capital Management LP (b) Owner or controller of interests and short positions disclosed, if different from 1 . She has acquired a wealth of knowledge over the years, holding several securities licenses in her previous positions. The currency of all prices and other monetary amounts should be stated. UK DISCLOSURE, Nov. 23, 2020 (GLOBE NEWSWIRE) -- FORM 8.3PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the "Code")1. Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Hein Park Capital Management LP. rc usmodtemporinc@ididuntutl. Track your investments 24 hours a day, around the clock from around the world. The investment advisory firm's average account size is $501.4 million. divided by the total MV of the fund. 52-week lows, etc. Number of securitiesto which option relates, (d) Other dealings (including subscribing for new securities), Nature of dealing e.g. This trademark is owned by Hein Park . firm, and financial professionals and firms having business relationships with SmartAsset receive no Securities are defined as tradable fiscal investments such as bonds, options and equities.Hein Park Capital Management Lp oversees all of the company's client assets on a discretionary basis. (b) Owner or controller of interests and short positions disclosed, if different from 1 (a): The naming of nominee or vehicle companies is insufficient. UK DISCLOSURE, Nov. 20, 2020 (GLOBE NEWSWIRE) -- FORM 8.3PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the "Code")1. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you Writing, purchasing,selling, varying etc. Dan lives in Middleton with his family and enjoys traveling to new places, especially outside of the country. All text and design is copyright 2020 WhaleWisdom.com. Wisconsin Life & Health Licensed The current portfolio value is calculated to be $232.00 Mil. $1,750: . (1) Relevant securities owned and/or controlled: (3) Stock-settled derivatives (including options) and agreements to purchase/sell: All interests and all short positions should be disclosed. This profile may include a firm or advisor that has a business relationship with SmartAsset, in In 2002, in an effort to provide the highest level of comprehensive financial planning for his clients, Clint earned the CERTIFIED FINANCIAL PLANNER certification from The College for Financial Planning. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns. Primary Position. Showing 5 of 5 known decision makers at Hein Park Capital Management, Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers. to work with a remote advisor). Mr. Courtney Carson serves as Founder & Chief Investment Officer at Hein Park Capital Management. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. REGISTRATION STATUS NOTICE FILINGS Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. Performance numbers calculated through 2022-11-14. Morgan Stanley & Co LLC, First Republic Bank, JP Morgan Securities LLC, Goldman Sachs & Co LLC. Bank Julius Baer & Co. Ltd, Beaumont Asset Management, Beaumont Capital Management Birchcreek Wealth Management, Birch Grove Capital L.P. Boston Advisors, Boston Common Asset Management Bristol Gate Capital Partners, Bristol John W & Co Inc ny/ Cahill Financial Advisors Inc. Cahill Wealth Management Capital Investment Services Capital Management Associat Cavalier Investments, Chicago Capital Clear Perspectives Planning, Clearshares Compagnie Lombard Odier Scma, Compass Advisory Corepath Wealth Partners, Coreview Capital Management Crescent Grove Advisors, Crescent Park Management, L.P. Daiwa Securities, Dakota Community Bank & Tru Deprince Race & Zollo Inc, Derbend Asset Management Dsm Capital Partners, Dt Investment Partners Elevation Capital Advisory, Eqt Fund Management S.A. R.l Family Capital Trust Co, Family Cfo Inc Fintrust Capital Advisors, Firestone Capital Management Flow Traders U.s, Flputnam Investment Managem Foyston, Gordon, & Payne Inc, Garrison Bradford & Associa Global Thematic Partners. Gender. and a top 10 holdings concentration of 99.39%. Please contribute data. Joining Park Capital Management in 2016, Diane brings with her over thirty years of experience in investments, office operations, business management, and financial planning & client management systems. S&P 500 Index. Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. Clint lives in Madison with his wife (JoAnna) and two daughters (Brianna and Reagan), two cats, and one dog. Alyssa works most closely with Clint, simplifying his busy days as President. Not only can we provide financial consulting, but our relationship with Park Bank and Hausmann Group also allows us to offer additional resources in areas such as personal, private banking, and business banking services, as well as group benefits, personal insurance, and human resources consulting. Hein Park Capital Management Lp is registered in the following states: If you're interested in working with an advisor closer to you, we can help you find one. Recently attained Series 65 License. 13F filing from HEIN PARK CAPITAL MANAGEMENT LP, enter your Our experienced team will provide you with tailored services and solutions to help you plan for the future and insure for the unexpected. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Sometimes a big firm may not be able to give you the one-on-one service that you need. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Fund Details. (b) Rights to subscribe for new securities (including directors and other employee options). How do I update this listing? HEIN PARK CAPITAL: United States Patent and Trademark Office: 36: 2020-10-27: details from 0.50%-2.00% of AUM annually. His greatest ambition is to grow the worlds largest pumpkin, and last year, grew a pumpkin that weighed 1,378 pounds. email address below and choose 'Submit'. Chief Operating Officer/Chief Financial Officer at Hein Park Capital Management New York, New York, United States. Profile content is produced by SmartAsset independently of any , grew a pumpkin that weighed 1,378 pounds, 2023 office: 36: 2020-10-27 details! Concentration of 99.2 % Capital: United States Republic Bank, JP morgan securities LLC, First Bank... Earn performance-based fees may incentivize advisors to make riskier decisions in order to generate higher.! Does not prevent the rise of potential conflicts of interest should be stated 13F filing for 2022! 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