About SALI
SALI is a Financial Services company based in Austin (United States) founded in 2002, and was acquired by JTC in October 2021. Diversified investment management services are provided by SALI. Its chief executive, as recorded, is Thomas A Nieman. SALI offers products and services including IDF Administration. Its focus areas include Asset Management and Diversified. Its legal entity is SALI Fund Management, LLC.
Company details
SALI was established in 2002 in Austin, United States, as a firm focused on investment management. Operations encompass diversified strategies across asset classes, including portfolio advisory and fund oversight. Services are tailored for institutional and individual clients within the financial sector. The company is headquartered in the U.S., with leadership provided by CEO Thomas A. Nieman. Core activities emphasize risk assessment and long-term asset allocation.
Products & Services of SALI
SALI offers a comprehensive portfolio of products and services, including IDF Administration.
Service for creating and managing tax-compliant investment funds.
Funding Insights of SALI
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of SALI with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2018 | Series A | – | Long Ridge | – |
2 investors in total: 2 institutional.
Investors in SALI
SALI has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include JTC and Long Ridge.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| long-ridge.com | ||||
Fund and private wealth services are provided to institutional clients. | 1987 | jtcgroup.com | Saint Helier, Jersey |
Investor details for SALI
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of SALI
19 people are tracked at SALI (7 in leadership, 12 in team).
| Name | Role | Group |
|---|---|---|
Thomas A Nieman | CEO | Leadership |
Lana Bergstein | Chief Operating Officer | Leadership |
Greg Bellush | Chief Financial Officer | Leadership |
Andrew Smith | Director Of Fund Development | Leadership |
Russell Wong | Director Of Business Innovations | Leadership |
Thomas Nieman | CEO | Leadership |
Michael Thomas | IT Director | Leadership |
Lara Cascio | Senior Fund Accountant | Team |
Jennifer Diaz | Senior Accountant | Team |
Brian Gillespie | Accounting Supervisor | Team |
Tracy Martinez | Accounting Manager / HR Manager | Team |
Amos Nugent | Senior Accountant - Fund Services | Team |
Anna Kalinowski | Business Data Analyst | Team |
Sarah White | Executive Assistant | Team |
Shawn Gordon | Assistant Manager Business Development | Team |
Luca Fasula | Senior Analyst - Business Innovation | Team |
Dustin Robinette | IT Manager | Team |
Payden Hesser | Fund Development Analyst | Team |
Eduardo A. Perez | Assistant Controller | Team |
Complete people profiles for SALI
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
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Verified entity values are shown only after access is granted.
Timeline of SALI
3 dated milestones of SALI across 19 years, from founding to its latest funding, stage changes and deals.
- Founded SALI is founded.
- Funding First funding round.
- Exit Acquired by JTC.
Web traffic of SALI
The website of SALI (sali.com) receives about 3.5K visits a month.
- Monthly visits3.5K
▲ 11.8% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as SALI (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Sali
Complete news archive for SALI
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Frequently Asked Questions about SALI
SALI was founded in 2002 and raised its 1st funding round 16 years after it was founded.
SALI is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
Thomas A Nieman is the CEO of SALI, as recorded in our data.
SALI was established in 2002 in Austin, United States, as a firm focused on investment management. Operations encompass diversified strategies across asset classes, including portfolio advisory and fund oversight. Services are tailored for institutional and individual clients within the financial sector. The company is headquartered in the U.S., with leadership provided by CEO Thomas A. Nieman. Core activities emphasize risk assessment and long-term asset allocation.
SALI offers IDF Administration.
SALI has 2 investors. Key investors include JTC, and Long Ridge.
SALI operates through Sali Fund Management, Llc.
Yes. SALI was acquired by JTC in October 2021.