About Guggenheim Investments
Guggenheim Investments is a company based in New York (United States) founded in 2000 was acquired by LJ Partnership in June 2016.. Guggenheim Investments has completed 2 acquisitions, including Eastdil Secured and iQor. Guggenheim Investments offers products and services including Mutual Funds, Separately Managed Accounts, Unit Investment Trusts, and Closed-End Funds. Guggenheim Investments operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter New York, United States
- Stage Public
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Guggenheim Partners, Llc
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Annual Revenue
$25.66 M105.29as on May 31, 2024
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Net Profit
$21.63 M0.08as on May 31, 2024
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EBITDA
$27.73 M-5.77as on May 31, 2024
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Eastdil Secured
& 1 more
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Acquired by
LJ Partnership
(Jun 01, 2016)
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IPO & Listings of Guggenheim Investments
Guggenheim Investments is a publicly listed company on the NYSE with ticker symbol GBAB in USA, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of Guggenheim Investments
Guggenheim Investments offers a comprehensive portfolio of products and services, including Mutual Funds, Separately Managed Accounts, Unit Investment Trusts, and Closed-End Funds. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Funds providing diversified strategies in fixed income and equity.
Customized management for institutional and individual portfolios.
Trusts offering structured investment options with defined terms.
Funds traded on exchanges for alternative investment access.
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Leadership Team
148 people
Software Development Team
42 people
Legal and Compliance
17 people
Finance and Accounting
13 people
Associate Team
8 people
Operations Team
5 people
Senior Team
5 people
Product Management Team
2 people
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Funding Insights of Guggenheim Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Guggenheim Investments
Guggenheim Investments has secured backing from 1 investor. Prominent investors backing the company include LJ Partnership. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management services are offered by the firm.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Guggenheim Investments
Guggenheim Investments has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Eastdil Secured and iQor. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provides B2B customer support and outsourcing services across various industries.
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1998 | ||||
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Corporate finance and merger acquisition advisory services are provided.
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1967 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Guggenheim Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Guggenheim Investments Comparisons
Competitors of Guggenheim Investments
Guggenheim Investments operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Guggenheim Investments
Frequently Asked Questions about Guggenheim Investments
When was Guggenheim Investments founded?
Guggenheim Investments was founded in 2000.
Where is Guggenheim Investments located?
Guggenheim Investments is headquartered in New York, United States. It is registered at New York, New York, United States.
What is the annual revenue of Guggenheim Investments?
Annual revenue of Guggenheim Investments is $25.66M as on May 31, 2024.
What does Guggenheim Investments do?
Guggenheim Investments was established in 2000 and is headquartered in New York, United States. Operations focus on diversified investment management within the financial sector. A variety of services, including asset management and advisory, are provided to institutional and individual clients. The firm manages assets across fixed income, equities, and alternative investments, with activities extending internationally from its U.S. base.
Who are the top competitors of Guggenheim Investments?
Guggenheim Investments's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Guggenheim Investments offer?
Guggenheim Investments offers Mutual Funds, Separately Managed Accounts, Unit Investment Trusts, and Closed-End Funds.
Is Guggenheim Investments publicly traded?
Yes, Guggenheim Investments is publicly traded on NYSE under the ticker symbol GBAB.
How many acquisitions has Guggenheim Investments made?
Guggenheim Investments has made 2 acquisitions, including Eastdil Secured, and iQor.
Who are Guggenheim Investments's investors?
Guggenheim Investments has 1 investor. Key investors include LJ Partnership.
What is Guggenheim Investments's ticker symbol?
The ticker symbol of Guggenheim Investments is GBAB on NYSE.
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