SHAMROCK ASSET MANAGEMENT LLC
CRD #108125 SEC #801-54702 DALLAS, TX 214-265-9400
SEC Registered Disclosures
Total AUM
$177.4M
Discretionary
$177.4M
Employees
5
Clients
0
Accounts
413
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 21, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ADAMS, CORD, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR & CHIEF MARKETING OFFICER | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR & CHIEF MARKETING OFFICER | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR & CHIEF MARKETING OFFICER | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR & CHIEF MARKETING OFFICER | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR & CHIEF MARKETING OFFICER | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR & CHIEF MARKETING OFFICER | NA | |
| ADAMS, CORD, ANTHONY | I | MANAGING DIRECTOR & CHIEF MARKETING OFFICER | NA | |
| BIRCH, WILLIAM, DUNHAM | I | MEMBER OF BOARD OF MANAGERS | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FJORDBAK, EDWARD, MERLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | SECRETARY/TREASURER | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | MEMBER BOARD OF MANAGERS | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | SECRETARY/TREASURER | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | MEMBER BOARD OF MANAGERS | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | SECRETARY/TREASURER | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | MEMBER BOARD OF MANAGERS | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | SECRETARY/TREASURER | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | MEMBER BOARD OF MANAGERS | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | SECRETARY/TREASURER | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | MEMBER BOARD OF MANAGERS | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | SECRETARY/TREASURER | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | MEMBER BOARD OF MANAGERS | NA | Control |
| FORTIER, MICHAEL, ROBERT | I | SECRETARY/TREASURER | NA | Control |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOCH, KYLE, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| Koch, Kyle, Michael | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | NA | Control |
| WASHATKA, DANIELLE, MARIE | I | CHIEF COMPLIANCE OFFICER/V.P. OF OPERATIONS | NA | Control |
| GEOMETRY GROUP, INC. | DE | OWNER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | Control |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GEOMETRY SHAMROCK, L.L.C. | DE | MEMBER | C | |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | C | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | C | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | C | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | C | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | C | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | C | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | C | Control |
| LEWIS, JAMES, WILLIAM | I | OWNER | C | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | C | Control |
| LEWIS, JAMES, WILLIAM | I | OWNER | C | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR & CEO | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER | B | Control |
| CALDWELL, KEVIN, LEE | I | MANAGING DIRECTOR, CEO & CHIEF INVESTMENT OFFICER | B | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | B | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | B | Control |
| GOYNE, THOMAS, CARROLL | I | MANAGING DIRECTOR MEMBER OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | CHAIRMAN OF BOARD OF MANAGERS | B | Control |
| LEWIS, JAMES, WILLIAM | I | OWNER | B | Control |
| TINDALL, JOHN, ROLATER | I | MANAGING DIRECTOR MEMBER BOARD OF MANAGERS | B | Control |
| TINDALL, JOHN, ROLATER | I | MANAGING DIRECTOR MEMBER BOARD OF MANAGERS | B | Control |
| TINDALL, JOHN, ROLATER | I | MANAGING DIRECTOR MEMBER BOARD OF MANAGERS | B | Control |
| TINDALL, JOHN, ROLATER | I | MANAGING DIRECTOR MEMBER BOARD OF MANAGERS | B | Control |
| MIX, MARY, PARKS | I | MANAGING DIRECTOR/CCO | A | Control |
| MIX, MARY, PARKS | I | CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | A | Control |
| MIX, MARY, PARKS | I | MANAGING DIRECTOR/CCO | A | Control |
| MIX, MARY, PARKS | I | MANAGING DIRECTOR | A | Control |
| MIX, MARY, PARKS | I | CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | A | Control |
| MIX, MARY, PARKS | I | CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | A | Control |
| MIX, MARY, PARKS | I | MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEWIS, JAMES, WILLIAM | I | GEOMETRY GROUP, INC. | E | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY SHAMROCK, L.L.C. | D | Control |
| BIRCH, WILLIAM, DUNHAM | I | GEOMETRY SHAMROCK, L.L.C. | C | Control |
Registrations
Federal
IA
Aug 21, 2019 REGISTERED
Notice Filings (24)
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