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James A. Kamradt

James A. Kamradt

James A. “Jim” Kamradt is a Bates Testifying Expert with 40 years of experience in the financial services industry with a diverse and accomplished career that focused on the alternative investment sector. Jim has held executive management positions in both capital formation and investments, giving him a deep and well-rounded understanding of the industry and a unique perspective on what firms do to navigate their challenges, marketing to their strengths while masking their shortcomings.

Jim’s years of experience in the financial services industry provides him a deep understanding of the industry which allowed him to develop the skills and relationships necessary to navigate its challenges and capitalize on its opportunities. Jim has both raised and invested billions of dollars in funding for various investment sponsors. He also has a deep understanding of the syndication process and has developed deep relationships with broker-dealers and due diligence firms nationwide as well as provided due diligence services for leading third-party firms. Jim has a strong track record of generating returns and is well-versed in various investment strategies. In his years of experience in investments, he developed and managed portfolios for both domestic and international institutional investors. In addition, Jim has been involved in the underwriting of investments, providing him with a keen understanding of the cost-benefit balance that is crucial to successful investing.

James is a consultant and subject matter expert in these Practice Areas and Services:

Credentials

EXPERIENCE

Independent Contractor, Principal, 2021 – Present
Resolute Capital Partners, Managing Director, Syndication, San Francisco, CA, 2019 – 2020
SQN Investment Advisors, Head of Fund Syndication, Portsmouth, NH, 2017 – 2018
ATEL Securities Corporation, Executive Vice President, National Sales Manager, San Francisco, CA, 2014 – 2016
Independence Realty Securities, Executive Vice President and Director of Business Development, Philadelphia, PA, 2012 – 2014
Thompson National Properties, LLC, Director, National Accounts, Irvine, CA, 2008 – 2012     
ATEL Securities Corporation, Executive Vice President, National Sales Manager, San Francisco, CA, 2006 – 2008     
ATEL Leasing Corporation, Senior Vice President, San Francisco, 1997 – 2006
Ally Capital Corporation, Vice President, Underwriting, Sausalito, CA, 1992 – 1997     
New World Capital, Principal, Tiburon, CA, 1986 - 1992
Phoenix American, Inc., National Credit and Operations Manager, San Rafael, CA, 1985 – 1986
Dana Commercial Credit Corporation, Regional Credit Manager & Quality Program Facilitator, Troy, MI, 1983 – 1985

EDUCATION

Master of Business Administration (MBA), University of California at Berkeley, Berkeley, CA
Bachelor of Science (BS), Business Administration, Michigan Technological University, Houghton, MI

PROFESSIONAL QUALIFICATIONS/LICENSING

FINRA Licenses: Series 7, 22, 24, 39, 63
Active Due Diligence Committee Member – Institute for Portfolio Alternatives (IPA) and Alternative and Direct Investment Association (ADISA)

ADDITIONAL EXPERIENCE / QUALIFICATIONS

  • Manages Fund Raising Events for Alzheimer’s Association
  • Board Member: Michigan Technological University Entrepreneurship Board
  • Conduct Training Interviews for University of California at Berkeley Graduating MBA Students
  • Adjunct Professor, Dominican University of California
  • Muir Beach Volunteer Fire Association