Joel Walter Looney
Chairman at SRH TOTAL RETURN FUND, INC.
Net worth: 1 M $ as of 2024-03-30
Network origin in Joel Walter Looney first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
Boulder Investment Advisers LLC
 Boulder Investment Advisers LLC Investment ManagersFinance Boulder Investment Advisers LLC is a mutual fund manager and registered investment advisor located in Boulder, Colorado.
4
| Extinct | Investment Managers | 4 |
Peak Trust Co. - Ak
 Peak Trust Co. - Ak Investment Trusts/Mutual FundsMiscellaneous Peak Trust Co. provides trust administration and services. It offers investment management, overlay portfolio, mutual funds, and wealth advisory. The company was founded by Doug Blattmachr in 1997 and is headquartered in Anchorage, AK.
4
| Private Company | Investment Trusts/Mutual Funds | 4 |
Fund Administrative Services LLC
 Fund Administrative Services LLC Investment ManagersFinance Fund Administrative Services LLC provides investment advisory services. The company is headquartered in Boulder, CO.
2
| Private Company | Investment Managers | 2 |
Rocky Mountain Advisers LLC
 Rocky Mountain Advisers LLC Investment ManagersFinance Rocky Mountain Advisers LLC (RMA) is an independent, SEC-registered investment advisor headquartered in Salina, Kansas. The firm was founded by Stewart R. Horejsi in 2008. RMA provides advisory or sub-advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), pooled investment vehicles, charitable organizations, and corporations or other businesses.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joel Walter Looney via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| LIBERTY ALL-STAR EQUITY FUND | Investment Trusts/Mutual Funds | Treasurer | |
| The Caldwell & Orkin Funds, Inc. | Investment Trusts/Mutual Funds | Compliance Officer | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
ALPS Fund Services, Inc.
 ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| CLOUGH GLOBAL EQUITY FUND | Investment Trusts/Mutual Funds | Compliance Officer Compliance Officer Compliance Officer Director of Finance/CFO Corporate Secretary | |
| CLOUGH GLOBAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer Compliance Officer Compliance Officer Director of Finance/CFO Corporate Secretary | |
| REAVES UTILITY INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Compliance Officer Treasurer Corporate Secretary | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| CLOUGH GLOBAL DIVIDEND AND INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Compliance Officer Director of Finance/CFO Corporate Secretary | |
| RIVERNORTH OPPORTUNITIES FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Secretary President | |
| PRINCIPAL REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Treasurer President | |
| Paralel Technologies LLC | Corporate Officer/Principal Compliance Officer | ||
| University of Georgia | College/University | Undergraduate Degree Graduate Degree | |
| University of Denver | College/University | Graduate Degree Graduate Degree | |
| ALPS Variable Investment Trust | Treasurer President | ||
| The University of Colorado | College/University | Graduate Degree Undergraduate Degree | |
| Clough Funds Trust | Investment Trusts/Mutual Funds | Compliance Officer Treasurer | |
| Carleton College | College/University | Undergraduate Degree | |
Bluerock High Income Institutional Credit Fund
 Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
| SOW GOOD INC. | Food: Specialty/Candy | Director of Finance/CFO | |
| 1WS Credit Income Fund | Investment Trusts/Mutual Funds | Compliance Officer | |
Transamerica Asset Management, Inc.
 Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Investment Managers | Compliance Officer | |
| McCombs School of Business | College/University | Masters Business Admin | |
| University of Vermont | College/University | Undergraduate Degree | |
ALPS Advisors, Inc.
 ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Corporate Officer/Principal | |
Apollo Diversified Real Estate Fund
 Apollo Diversified Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Apollo Diversified Real Estate Fund is a non-diversified closed-end management investment company. The firm's investment objective is to generate a return comprised of both current income and capital appreciation with moderate volatility and low correlation to the broader markets. The company was founded on November 5, 2013 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Apollo Diversified Credit Fund
 Apollo Diversified Credit Fund Investment Trusts/Mutual FundsMiscellaneous Apollo Diversified Credit Fund is a closed-end interval fund. Its objective is to generate a return comprised of current income and capital appreciation focusing on current income with low volatility and low correlation to the broader market. The company was founded on April 5, 2016 and is headquartered in El Segundo, CA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| DESIGNER BRANDS INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Thompson Hine LLP
 Thompson Hine LLP Miscellaneous Commercial ServicesCommercial Services Thompson Hine LLP provides legal services. It offers services to financial institutions, governments, individuals, multinational corporations and non-profit organizations. The firm also handles issues related to antitrust, corporate transactions, e-business, employee benefits and executive compensation, succession planning, taxation, and labor and employment law. It focuses on energy, healthcare, international trade, telecommunication, and transportation law. The company was founded in 1911 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Kansas University Endowment Association
 Kansas University Endowment Association Miscellaneous Commercial ServicesCommercial Services Kansas University Endowment Association operates fundraising foundation for the University of Kansas, KU Endowment partners with donors in providing philanthropic support to build a greater KU. The company was founded in 1891 and is headquartered in Lawrence, KS. | Miscellaneous Commercial Services | Director/Board Member | |
| Indiana University | College/University | Graduate Degree |
Statistics
International
| United States | 36 |
| Morocco | 2 |
| United Kingdom | 2 |
| Canada | 2 |
Sectoral
| Miscellaneous | 20 |
| Consumer Services | 9 |
| Finance | 6 |
| Commercial Services | 5 |
| Consumer Non-Durables | 2 |
Operational
| Director/Board Member | 42 |
| Corporate Officer/Principal | 42 |
| Compliance Officer | 42 |
| Treasurer | 26 |
| President | 16 |
Most connected contacts
| Insiders | |
|---|---|
| Christopher Moore | 19 |
| Lucas D. Foss | 17 |
| Theodore J. Uhl | 16 |
| Jill Kerschen | 16 |
| Stephen Carl Miller | 14 |
| Richard Barr | 12 |
| Dean Jacobson | 12 |
| Stephen Norgaard | 12 |
| Jennifer T. Welsh | 11 |
| Nicole Murphey | 11 |
| Susan L. Ciciora | 8 |
| Stewart Ralph Horejsi | 8 |
| Brendon James Fischer | 7 |
| Kathryn Burns | 7 |
| Joel L. Terwilliger | 5 |
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