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SumRidge Partners

Description

Provider of investment grade corporate bonds and financial services for business entities. The company engages is making markets, as well as delivering trade ideas and trading desk commentary on the fixed income markets to their distribution platform of market professionals, consisting of financial advisors, middle market and institutional clients.

PRIVATE

Status

11-50

Employees

Early Stage VC

Latest Deal Type

$5.32M

Latest Deal Amount

$19.5M

Total Amount Raised

1

Investors

Description

Provider of investment grade corporate bonds and financial services for business entities. The company engages is making markets, as well as delivering trade ideas and trading desk commentary on the fixed income markets to their distribution platform of market professionals, consisting of financial advisors, middle market and institutional clients.

Website:

www.sumridge.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Asset Management

Other Industries

Other Financial Services
Other Capital Markets/Institutions

Primary Office

111 Town Square Place Suite 320 Jersey City, NJ 07310United States +1 (201) 898-2525
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SumRidge Partners Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

SumRidge Partners Investors (1)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
OCA VenturesVenture CapitalMinority000 0000000 0000
OCA Ventures Venture Capital

SumRidge Partners Executive Team (7)

NameTitleBoard
Seat
Contact
Info
Thomas O'BrienChief Executive Officer, President, Co-Founder, Managing Partner and Board Member
Jianzhong Jiang Ph.DDirector and Partner
Ryan ChampagnePartner
Christopher HeffernanDirector, Fixed Income Sales
Charles PaksiDirector, RIA IBD Business Develpment
Thomas O'Brien Chief Executive Officer, President, Co-Founder, Managing Partner and Board Member
Jianzhong Jiang Ph.D Director and Partner
Ryan Champagne Partner
Christopher Heffernan Director, Fixed Income Sales
Charles Paksi Director, RIA IBD Business Develpment

SumRidge Partners Board Members (5)

NameRepresentingRoleSinceContact
Info
John DuganOCA VenturesBoard Member000 0000
Kevin MoranoSelfChairman and Co-Founder000 0000
Peter CrosbieSelfBoard Member000 0000
Philip Purcell IIISelfBoard Member000 0000
Robert DwyerSelfBoard Member000 0000
John Dugan Board Member OCA Ventures
Kevin Morano Chairman and Co-Founder Self
Peter Crosbie Board Member Self
Philip Purcell III Board Member Self
Robert Dwyer Board Member Self
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