Osprey Partners

Coastal Bridge Advisors is an independent wealth management and investment advisory firm with locations in Westport, CT, Milford, CT, Charlotte, NC, and Los Angeles, CA. The firm is dedicated to providing personalized financial solutions for individuals, families, business owners, and institutions, including retirement plans, endowments, foundations, and nonprofits. With a team of highly credentialed professionals, Coastal Bridge Advisors operates under the fiduciary standard, ensuring that clients' best interests are prioritized at all times. The firm emphasizes a holistic approach to financial planning, tailoring strategies to help clients achieve their goals and live their dreams. Generated from the website

Cambridge International Securities LLC is an independent fixed income broker-dealer with over 30 years of experience, dedicated to providing institutional clients with access to premier fixed-income capital markets. Founded in the United States in 1994, the firm emphasizes the importance of long-term relationships and value-driven services, helping clients navigate various market cycles. With a strong focus on fixed income products, Cambridge operates through its affiliate, Cambridge International UK LLP, in the United Kingdom since 2012. The firm is SEC-registered and a member of FINRA and SIPC, ensuring a secure and reliable environment for its clients while utilizing Mirae Asset Securities USA Inc. as its clearing partner. Generated from the website

Patriot Capital is a prominent investment firm that focuses on growth opportunities for middle-market companies, particularly in the small and medium-sized privately held sector. With a relationship-driven approach, the firm emphasizes trust and flexibility in its investment strategies. Headquartered in Baltimore, Maryland, Patriot Capital has additional offices in Chicago, Dallas, and Charlotte, allowing them to effectively serve a diverse range of clients across the United States. The company is committed to fostering impactful investments that drive growth and success for its portfolio companies. Generated from the website