Mark to Market Portfolio Investment Valuation Services Provided to Houston-Based Investment Management Firm
July 2024
TOP was engaged by a Houston-based investment management firm to provide mark to market portfolio investment valuation services for financial reporting purposes. The portfolio investments in the scope of services included a multi-family residential complex (real property) and business interests in the retail art sales and distribution, artificial intelligence, and 3D printing home building industries.
About us
Based in Houston, TX, Tall Oaks Partners provides valuation and financial advisory services to corporate management of public and private companies, investment and fund managers, and stakeholders in businesses of a variety of scale. The Tall Oaks Partners team has significant experience assisting clients with a multitude of valuation matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry and economic trends.
For more information, please contact:
Mark to Market Portfolio Investment Valuation Services Provided to Houston-Based Investment Management Firm
May 2025
TOP was engaged by a Houston-based investment management firm to provide mark to market portfolio investment valuation services for financial reporting purposes. The portfolio investments in the scope of services included a multi-family residential complex (real property) and business interests in the retail art sales and distribution, artificial intelligence, and 3D printing home building industries.
About Us
Based in Houston, TX, Tall Oaks Partners provides valuation and financial advisory services to corporate management of public and private companies, investment and fund managers, and stakeholders in businesses of a variety of scale. The Tall Oaks Partners team has significant experience assisting clients with a multitude of valuation matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry and economic trends.
For more information, please contact:
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