Jennison Associates

Lese Investments, based in Boston, MA, managed the CGM Funds, which included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund. In September 2022, it was announced that the investment adviser would cease operations, leading to the liquidation of all funds by November 30, 2022. Shareholders were advised about the potential tax implications of the liquidation and were provided with instructions for handling their accounts, including options for redeeming shares and managing tax reporting. The funds were officially closed to new purchases, and shareholders were informed about the distribution of liquidation proceeds. Generated from the website

Pinnacle Investments is a nationwide firm with a local touch, offering investment services for individuals and specialized services for sports and entertainment. With branches across the country, Pinnacle provides the attention and service of a local firm while leveraging its global reach. Committed to supporting advisors in building their practices, Pinnacle Investments offers the opportunity to create lasting value. Whether you are looking for investment guidance or seeking to start an independent branch, Pinnacle's team is dedicated to helping you achieve your financial goals. Generated from the website

Slater Technology Fund is a leading seed-stage venture investor in Rhode Island, providing capital for early-stage technology startups that demonstrate high-growth potential. With a focus on software, energy, and life sciences, Slater invests in transformative technologies aimed at addressing the world's biggest problems. Committed to building and basing locally, Slater supports new venture development in Rhode Island and seeks to partner with entrepreneurs who have the vision, courage, and tenacity to build companies that can achieve transformational impact in their industries or markets. As an experienced early-stage investor, Slater leads or co-invests in ventures founded by entrepreneurs who are passionate about changing the world. They provide the capital, experience, perspective, and support needed to turn ideas into reality, acting as the entrepreneur's first and foremost ally. Additionally, Slater fosters meaningful connections through networking events, presentations, and panel discussions, connecting portfolio companies with each other and potential partners, investors, customers, and employees. Led by Managing Director Thorne Sparkman, Slater Technology Fund is dedicated to catalyzing the next wave of technology companies and driving innovation in Rhode Island.Generated from the website