Top 20 Investment Management Companies in Charlotte

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Below is the list of Top 20 Investment Management Companies in Charlotte ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Charlotte

1. Auerbach Funds

Industry: Investment Management

Location: Charlotte, North Carolina

Website: auerbachfunds.com

Company Size: 1-10

Company Address: 6000 Fairview Road, Charlotte, North Carolina, United States

Auerbach Funds Contact Details

Name Title LinkedIn Phone Email
Peter Auerbach Managing Partner
Requires/Intent
Alternative Investment Consulting
Data Security
Tax Optimization For Investments
and more

2. Sterling Capital Management Llc

Industry: Investment Management

Location: Charlotte, North Carolina

Website: sterling-capital.com

Company Founded: 1970

Company Size: 201-500

Company Address: 4350 Congress Street, Charlotte, North Carolina, United States

Sterling Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Julie Douglass Executive Assistant And Accountant
Mike Ogles It Director
Betty Wilson Human Resource Director
Ryan Black Manager Of Investment Operations
Colin Ducharme Executive Director
Anthony Corallo Executive Director
William Lauber Senior Wealth Advisor
Requires/Intent and 6 more Employees
E-commerce Integration
Advertising
Alternative Investment Consulting
M&A Advisory
Financial Management
and more

3. Horizon Investments

Industry: Investment Management

Location: Charlotte, North Carolina

Website: horizoninvestments.com

Company Founded: 1995

Company Size: 51-200

Company Address: 6210 Ardrey Kell Road, Charlotte, North Carolina, United States

Horizon Investments Contact Details

Name Title LinkedIn Phone Email
John Drahzal Head Of Distribution
Melissa Wendt Regional Director, Midwest Territory
Alice Heath Director, Internal Sales Desk
Carlos Barbosa Eastern Divisional Director
Héctor Zamora Maintenance Supervisor
Requires/Intent
Software Development
Private Wealth Management
Web Development
ERP Solutions
Investor Relations & Reporting
and more

4. Tara Investments

Industry: Investment Management

Location: Charlotte, North Carolina

Company Founded: 2003

Company Size: 1-10

Company Address: 13806 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Tara Investments Contact Details

Name Title LinkedIn Phone Email
Mohammad Gharavi General Manager
Tyler Dockery Hospitality Management Prefessional
Britton Delis Assistant General Manager
Daniel Galligan Owner
Karen Keys Vice President
Requires/Intent
CRM Systems
AI-Powered Financial Forecasting
Customer Relationship Management
Automation
IT Support
and more

5. Asset Growth Partners, Llc

Industry: Investment Management

Location: Charlotte, North Carolina

Website: assetgrowthpartners.com

Company Founded: 2017

Company Size: 11-50

Company Address: 6302 Fairview Road, Charlotte, North Carolina, United States

Asset Growth Partners, Llc Contact Details

Name Title LinkedIn Phone Email
F Andrew Thinnes Manager
Lin Bercher Advisory Board Member
Requires/Intent
Tax Optimization For Investments
Data Security
ERP Solutions
and more

6. Frontier Capital

Industry: Investment Management

Location: Charlotte, North Carolina

Website: frontiercapital.com

Company Founded: 1999

Company Size: 51-200

Company Address: 1111 Metropolitan Avenue, Charlotte, North Carolina, United States

Frontier Capital Contact Details

Name Title LinkedIn Phone Email
Bob Froetscher Operating Partner
Requires/Intent
Public Relations
HR & Payroll Services
AI-Based Credit Risk Assessment
Market Research
IT Support
and more

7. Carolinas Investment Consulting

Industry: Investment Management

Location: Charlotte, North Carolina

Website: carolinasinvest.com

Company Founded: 2001

Company Size: 11-50

Company Address: 5605 Carnegie Boulevard, Charlotte, North Carolina, United States

Carolinas Investment Consulting Contact Details

Name Title LinkedIn Phone Email
Ivan Lukic Portfolio Analyst
Molly Peecher Relationship Manager
Requires/Intent
Tax Optimization For Investments
AI Chatbots
Customer Relationship Management
Digital Marketing
and more

8. Corrum Capital Management Llc

Industry: Investment Management

Location: Charlotte, North Carolina

Website: corrumcapital.com

Company Founded: 2013

Company Size: 11-50

Company Address: 1300 South Church Street, Charlotte, North Carolina, United States

Corrum Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Gregory Casey Managing Director
Casey Corum Managing Director
Requires/Intent
M&A Advisory
IoT
Digital Asset & Cryptocurrency Investment
and more

9. 25 Capital Partners

Industry: Investment Management

Location: Charlotte, North Carolina

Website: 25capital.com

Company Founded: 2011

Company Size: 11-50

25 Capital Partners Contact Details

Name Title LinkedIn Phone Email
Adam Webb Director
Steve Mcnally Vice President Construction
Requires/Intent
Institutional Asset Management
Cloud Solutions
IPO Advisory
Market Research
Compliance & Risk Management
and more

10. Investor Management Services

Industry: Investment Management

Location: Charlotte, North Carolina

Website: investormanagementservices.com

Company Founded: 2015

Company Size: 51-200

Investor Management Services Contact Details

Name Title LinkedIn Phone Email
Ashley Cisson Property Manager
Ashley Boyd Property Manager
Stephanie Johnson Director Of Financial Management
Requires/Intent
Risk Management & Compliance
Cloud Solutions
and more

11. Summit Park, Llc

Industry: Investment Management

Location: Charlotte, North Carolina

Website: summitparkllc.com

Company Founded: 2006

Company Size: 11-50

Company Address: 300 South Tryon Street, Charlotte, North Carolina, United States

Summit Park, Llc Contact Details

Name Title LinkedIn Phone Email
Kefa Ogwankwa Nurse
Requires/Intent
Accounting
Risk Management & Compliance
IPO Advisory
Portfolio Management Solutions
Financial Due Diligence
and more

12. Biltmore Family Office, Llc

Industry: Investment Management

Location: Charlotte, North Carolina

Website: biltmorefamilyoffice.com

Company Founded: 2008

Company Size: 11-50

Company Address: 6836 Morrison Boulevard, Charlotte, North Carolina, United States

Biltmore Family Office, Llc Contact Details

Name Title LinkedIn Phone Email
Ben Wallace Occupational Therapist
Requires/Intent
Mobile App Development
AI
Public Relations
Financial Due Diligence
and more

13. Aegis Capital Llc

Industry: Investment Management

Location: Charlotte, North Carolina

Website: investaegis.com

Company Size: 11-50

Company Address: 1310 South Tryon Street, Charlotte, North Carolina, United States

Aegis Capital Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Duggan Managing Director
Requires/Intent
Advertising
IT Support
HR & Payroll Services
and more
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Charlotte Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Peter Auerbach Auerbach Funds Managing Partner
2 Julie Douglass Sterling Capital Management Llc Executive Assistant And Accountant
3 Mike Ogles Sterling Capital Management Llc It Director
4 Betty Wilson Sterling Capital Management Llc Human Resource Director
5 Ryan Black Sterling Capital Management Llc Manager Of Investment Operations
6 Colin Ducharme Sterling Capital Management Llc Executive Director
7 Anthony Corallo Sterling Capital Management Llc Executive Director
8 William Lauber Sterling Capital Management Llc Senior Wealth Advisor
9 John Drahzal Horizon Investments Head Of Distribution
10 Melissa Wendt Horizon Investments Regional Director, Midwest Territory
11 Alice Heath Horizon Investments Director, Internal Sales Desk
12 Carlos Barbosa Horizon Investments Eastern Divisional Director
13 Héctor Zamora Horizon Investments Maintenance Supervisor
14 Mohammad Gharavi Tara Investments General Manager
15 Tyler Dockery Tara Investments Hospitality Management Prefessional
16 Britton Delis Tara Investments Assistant General Manager
17 Daniel Galligan Tara Investments Owner
18 Karen Keys Tara Investments Vice President
19 F Andrew Thinnes Asset Growth Partners, Llc Manager
20 Lin Bercher Asset Growth Partners, Llc Advisory Board Member
21 Bob Froetscher Frontier Capital Operating Partner
22 Ivan Lukic Carolinas Investment Consulting Portfolio Analyst
23 Molly Peecher Carolinas Investment Consulting Relationship Manager
24 Gregory Casey Corrum Capital Management Llc Managing Director
25 Casey Corum Corrum Capital Management Llc Managing Director
26 Adam Webb 25 Capital Partners Director
27 Steve Mcnally 25 Capital Partners Vice President Construction
28 Ashley Cisson Investor Management Services Property Manager
29 Ashley Boyd Investor Management Services Property Manager
30 Stephanie Johnson Investor Management Services Director Of Financial Management
31 Kefa Ogwankwa Summit Park, Llc Nurse
32 Ben Wallace Biltmore Family Office, Llc Occupational Therapist
33 Thomas Duggan Aegis Capital Llc Managing Director