Investment Firms Industry Profile

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Excerpt from Investment Firms Industry Profile

Companies in this industry take equity positions in target companies, typically owning a controlling interest. Major companies include Berkshire Hathaway, Clark Enterprises, Icahn Enterprises, and Jeffries Financial Group (all based in the US), along with CITIC (Hong Kong), EXOR (Italy), and SoftBank (Japan). The industry also includes the investment arms of major banks, such as Bank of America, Citigroup, Deutsche Bank, JP Morgan Chase, and Goldman Sachs.

Activity in emerging markets in the Asia/Pacific region has attracted the interest of companies seeking new investment opportunities. Political uncertainties in some emerging regions, such as the Middle East, can pose risks that outweigh potential returns and cause investors to look elsewhere.

The US investment firms industry includes about 8,700 establishments (single-location companies and units of multi-location companies).


Demand is driven by the movement of capital throughout the economy. Profitability depends on the ability to identify targets for investment. Large firms have advantages in access to capital. Small firms can compete by specializing in market segments.

Investment firms compete with other entities seeking investment capital. Competing organizations may include sponsors of public and private investment funds, real estate development companies, and other organizations within the global investment management industry.


The main revenue sources for investment firms are interest and dividends. Other sources include sales of goods and services, administrative and management services fees, and capital gains from asset sales. Investment firms assemble the ...

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