Champlain Capital Partners

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Investment Management, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

22 Years

in Business

(415) 989-2114Call Visit WebsiteVisit Website Map & DirectionsDirections44 Montgomery St Ste 3500San Francisco, CA 94104 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near San Francisco with Investment Management

Belvedere Tiburon (10 miles)
Sausalito (11 miles)
Daly City (11 miles)
Emeryville (11 miles)
Oakland (12 miles)
Brisbane (12 miles)
Marin City (13 miles)
Albany (14 miles)
Alameda (14 miles)
Berkeley (15 miles)

More Info

Email

Extra Phones

Phone: (415) 989-7852

Phone: (415) 398-0600

Phone: (415) 281-4181

Phone: (415) 970-6400

Phone: (415) 825-0616

Fax: (415) 970-6440

Services/Products

Kaleidoscopes.

Location

44 Montgomery Bldg

Neighborhoods

Financial District, Northeast San Francisco

AKA

SKBA Capitol Mgmt Inc.

Beacon Capital Partners

Champlain Capital Mgmt

CHAMPLAIN CAPITAL MGMT LLC

Champlain Capital Partners LP

SKBA Capital Management

Bivium Capital Partners

Other Links

http://www.beaconcapital.com

http://www.champlaincapital.com

http://www.skba.com

https://www.champlaincapital.com/dennis-leary

http://biviumcapital.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Real Estate Investing, Stock & Bond Brokers

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Details

Phone: (415) 989-2114

Address: 44 Montgomery St Ste 3500, San Francisco, CA 94104

Website: http://www.beaconcapital.com

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Champlain Capital Partners

Investment Management
Guiding our investment managers in developing and executing sustainable, transparent and robust business models designed to meets the needs of our clients. The pillars of the Bivium philosophy include active portfolio management, skilled money managers, extensive due diligence and ongoing risk management.
Mutual Funds
Like standalone managers, a manager-of-managers is a registered investment adviser with the discretion to construct portfolios within clients’ pre-determined investment guidelines. However, a manager-of-managers builds active portfolios of managers—through due diligence, selection, active management, and monitoring—in the same way a standalone manager builds portfolios of stocks and bonds. As a fiduciary, the manager-of-managers hires professional investment managers to oversee aspects of a client’s investment fund. A “fund-of-funds” is typically a mutual fund that invests in other mutual funds. Within institutional asset management, the term fund-of-funds is also frequently associated with hedge fund managers and private equity strategies that select and invest in other hedge or private funds. The two terms may be used interchangeably, depending on the industry. However, the fee model associated with each term represents an important distinction that is often misunderstood. Public markets manager-of-managers typically work under a shared fee model versus a fee-on-fee model, making it an economical choice for investors.
Bonds
Wealth Management
For almost a decade of her successful career, Lola served as a wealth advisor with Merrill Lynch and a senior partner of LWF Wealth Management. Today, as a co-founder and partner of Westfuller Advisors, she continues to advise clients and institutions on how to build a vision for the future and directs the achievement of results-oriented financial goals and aspirations. Lola is active in the New York City community as a board member for the New York Women’s Foundation (NYWF-the Foundation is the largest women-led grantmaking organization in the United States, and one of the top two in the world); Donors of Color Network – a donor network specifically for BIPOC philanthropists; Souls Grown Deep Foundation; and The New 3R’s. She is also listed In Who’s Who of American Women and is the recipient of the Proclamation “Lola C. West Day” in the City of New York for “exemplary prowess as a health care administrator.” Lola received a BA in Psychology from Brooklyn College and a MUP (Master’s in Urban Planning) from Hunter College. She holds a Certified Financial Management designation; the Series 7, 66; and Life, Health and Accident Insurance license. She lives on the Upper East Side of NYC.

Accounting Services

Financial Planning
Retirement Planning
At Bivium Westfuller, Brigette focuses on supporting and advising foundation and endowment clients as they develop mission driven investment portfolios. She is a strategic business development executive with a successful 25-year track record of growing top line revenue by enhancing existing relationships and new business acquisitions. She has covered both institutional and private clients, addressing complex investment management challenges through a creative and collaborative approach. Brigette began her career in Finance at Lehman Brothers covering hedge funds, pension plans, and long-only asset managers. In that role she supported portfolio managers investing in European public markets, by providing insight into proprietary research and access to resources. During her tenure at Goldman Sachs, she managed private client accounts. Her breadth of experience extends to raising private equity capital for major fund of fund managers, as well as strategies ranging from equity long/short, liquid crypto, and venture capital. In her spare time Brigette is passionate about social equity; she hosts an online financial education show focused on closing the racial wealth gap. She is also active in various professional organizations including the Women's Association of Venture and Equity and the Chartered Alternative Investment Analyst Association. A proud graduate of Spelman College, she is devoted to encouraging Black students to attend HBCUs and alumni to give to their alma maters until it hurts. She earned her MBA from The Wharton School at the University of Pennsylvania. Brigette, a native of Washington, DC, loves traveling, fitness, documentaries, reality tv, reading, word puzzles, and dogs.
Asset Management
Bivium Capital Partners is an asset management firm and premier provider of multi-manager investment solutions. We offer customized Diverse and Boutique Manager Strategies, mission-driven OCIO Solutions, and other Advisory Services to institutional investors seeking differentiated sources of alpha.

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