UTENDAHL CAPITAL MANAGEMENT CFI LLC
CRD #108318 SEC #801-56958 ORLANDO, FL 407-447-4900
SEC Registered
Total AUM
$696M
Discretionary
$696M
Employees
--
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 16, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORKRAN, JO ANN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CORKRAN, JO ANN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CORKRAN, JO ANN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CORKRAN, JO ANN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CORKRAN, JO ANN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CORKRAN, JO ANN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DINA, PHILIP, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| DINA, PHILIP, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALL, IRA, DEVOYD | I | PRESIDENT & CEO | NA | Control |
| HALL, IRA, DEVOYD | I | PRESIDENT & CEO | NA | Control |
| HALL, IRA, DEVOYD | I | PRESIDENT & CEO | NA | Control |
| LIEBERMAN, PAUL, ALAN | I | GENERAL COUNSEL | NA | |
| LIEBERMAN, PAUL, ALAN | I | GENERAL COUNSEL | NA | |
| MANDEL, THOMAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MANDEL, THOMAS, BENJAMIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MANDEL, THOMAS, BENJAMIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MANDEL, THOMAS, BENJAMIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MANDEL, THOMAS, BENJAMIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCHNEIDER, STEVEN, A | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| SCHNEIDER, STEVEN, A | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| SCHNEIDER, STEVEN, A | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| SCHNEIDER, STEVEN, A | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| SCHNEIDER, STEVEN, A | I | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| SUTTERLIN, RAYMOND, H | I | CONTROLLER | NA | Control |
| SUTTERLIN, RAYMOND, HENRY | I | CONTROLLER | NA | Control |
| SUTTERLIN, RAYMOND, HENRY | I | CONTROLLER | NA | Control |
| SUTTERLIN, RAYMOND, HENRY | I | CONTROLLER | NA | Control |
| UTENDAHL, JOHN, OSCAR | I | CHAIRMAN | NA | Control |
| UTENDAHL, JOHN, OSCAR | I | CHAIRMAN | NA | Control |
| UTENDAHL, JOHN, OSCAR | I | CHAIRMAN | NA | Control |
| UTENDAHL, JOHN, OSCAR | I | CHAIRMAN | NA | Control |
| UTENDAHL, JOHN, OSCAR | I | PRESIDENT AND CEO | NA | Control |
| UTENDAHL, JOHN, OSCAR | I | CHAIRMAN | NA | Control |
| WATKINS, LEROY, JOHN | I | GENERAL COUNSEL | NA | Control |
| WATKINS, LEROY, JOHN | I | GENERAL COUNSEL | NA | Control |
| WATKINS, LEROY, JOHN | I | GENERAL COUNSEL | NA | Control |
| WATKINS, LEROY, JOHN | I | GENERAL COUNSEL | NA | Control |
| WITRICK, MARTINNETTE, JESKE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WITRICK, MARTINNETTE, JESKE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WITRICK, MARTINNETTE, JESKE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WITRICK, MARTINNETTE, JESKE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WITRICK, MARTINNETTE, JESKE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZUCKERWISE, PENNY | I | PRESIDENT & CEO | NA | Control |
| ZUCKERWISE, PENNY | I | PRESIDENT & CEO | NA | Control |
| ZUCKERWISE, PENNY | I | PRESIDENT & CEO | NA | Control |
| ZUCKERWISE, PENNY | I | PRESIDENT & CEO | NA | Control |
| ZUCKERWISE, PENNY | I | PRESIDENT & CEO | NA | Control |
| ZUCKERWISE, PENNY | I | PRESIDENT & CEO | NA | Control |
| ZUCKERWISE, PENNY | I | PRESIDENT & CEO | NA | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | LIMITED PARTNER | E | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | MEMBER | E | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | MEMBER | E | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| UTENDAHL CAPITAL MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| UCM HOLDINGS, L.L.C. | DE | LIMITED PARTNER | C | |
| UCM HOLDINGS, L.L.C. | DE | LIMITED PARTNER | C | |
| UCM PARTNERS, LLC | DE | MEMBER | C | Control |
| UCM PARTNERS, LLC | DE | MEMBER | C | Control |
| UTENDAHL MANAGEMENT, L.P. | DE | GENERAL PARTNER | C | Control |
| UTENDAHL MANAGEMENT, L.P. | DE | GENERAL PARTNER | C | Control |
| PARISH CAPITAL BUYOUT FUND I, LP | DE | LIMITED PARTNER | B | |
| PARISH CAPITAL BUYOUT FUND I, LP | DE | LIMITED PARTNER | B | |
| PARISH CAPITAL I, LP | DE | LIMITED PARTNER | B | |
| PARISH CAPITAL I, LP | DE | LIMITED PARTNER | B | |
| UTENDAHL FINANCIAL ASSET HOLDING COMPANY, LLC | DE | LIMITED PARTNER | A | |
| UTENDAHL FINANCIAL ASSET HOLDING COMPANY, LLC | DE | LIMITED PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| UTENDAHL CAPITAL CORPORATION | DE | UTENDAHL MANAGEMENT, L. P. | F | Control |
| UTENDAHL CAPITAL CORPORATION | DE | UTENDAHL MANAGEMENT, L. P. | F | Control |
| UTENDAHL CAPITAL CORPORATION | DE | UTENDAHL MANAGEMENT, L. P. | F | Control |
| UTENDAHL CAPITAL CORPORATION | DE | UTENDAHL MANAGEMENT, L. P. | F | Control |
| UTENDAHL CAPITAL CORPORATION | DE | UTENDAHL MANAGEMENT, L. P. | F | Control |
| UTENDAHL CAPITAL CORPORATION | DE | UTENDAHL MANAGEMENT, L. P. | F | Control |
| UTENDAHL MANAGEMENT, L. P. | DE | UTENDAHL CAPITAL MANAGEMENT, L. P. | F | Control |
| UTENDAHL MANAGEMENT, L. P. | DE | UTENDAHL CAPITAL MANAGEMENT, L. P. | F | Control |
| UTENDAHL MANAGEMENT, L. P. | DE | UTENDAHL CAPITAL MANAGEMENT, L. P. | F | Control |
| UTENDAHL MANAGEMENT, L. P. | DE | UTENDAHL CAPITAL MANAGEMENT, L. P. | F | Control |
| UTENDAHL MANAGEMENT, L. P. | DE | UTENDAHL CAPITAL MANAGEMENT, L. P. | F | Control |
| UTENDAHL MANAGEMENT, L. P. | DE | UTENDAHL CAPITAL MANAGEMENT, L. P. | F | Control |
| PARISH CAPITAL ADVISORS, LLC | DE | PARISH CAPITAL I, LP | E | Control |
| PARISH CAPITAL ADVISORS, LLC | DE | PARISH CAPITAL I, LP | E | Control |
| UTENDAHL CAPITAL CORPORATION | DE | UTENDAHL MANAGEMENT, L. P. | E | Control |
| UTENDAHL CAPITAL CORPORATION | DE | UTENDAHL MANAGEMENT, L. P. | E | Control |
| UTENDAHL, JOHN, OSCAR | I | UCM HOLDINGS, LLC | E | Control |
| UTENDAHL, JOHN, OSCAR | I | UCM HOLDINGS, LLC | E | Control |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | DE | PARISH CAPITAL BUYOUT FUND I, LP | D | Control |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | DE | PARISH CAPITAL BUYOUT FUND I, LP | D | Control |
| UTENDAHL, JOHN, OSCAR | I | UTENDAHL FINANCIAL ASSET HOLDING COMPANY, LLC | D | Control |
| UTENDAHL, JOHN, OSCAR | I | UTENDAHL FINANCIAL ASSET HOLDING COMPANY, LLC | D | Control |
| ASTRACHAN, ANDREW, JAY | I | BFH UTENDAHL INVESTORS, LLC | C | Control |
| ASTRACHAN, ANDREW, JAY | I | BFH UTENDAHL INVESTORS, LLC | C | Control |
| BFH UTENDAHL INVESTORS, LLC | DE | UTENDAHL FINANCIAL ASSET HOLDING COMPANY, LLC | C | |
| BFH UTENDAHL INVESTORS, LLC | DE | UTENDAHL FINANCIAL ASSET HOLDING COMPANY, LLC | C | |
| BINION, JACK | I | BFH UTENDAHL INVESTORS, LLC | C | Control |
| BINION, JACK | I | BFH UTENDAHL INVESTORS, LLC | C | Control |
| CORKRAN, JO ANN | I | UCM PARTNERS, LLC | C | Control |
| CORKRAN, JO ANN | I | UCM PARTNERS, LLC | C | Control |
| MISSOURI RETIREMENT SYSTEM | DE | PARISH CAPITAL BUYOUT FUND I, LP | C | Control |
| MISSOURI RETIREMENT SYSTEM | DE | PARISH CAPITAL BUYOUT FUND I, LP | C | Control |
| PARISH CAPITAL ADVISORS, LLC | DE | PARISH CAPITAL BUYOUT FUND I, LP | C | Control |
| PARISH CAPITAL ADVISORS, LLC | DE | PARISH CAPITAL BUYOUT FUND I, LP | C | Control |
| TREASURER, STATE OF NORTH CAROLINA | DE | PARISH CAPITAL I, LP | C | Control |
| TREASURER, STATE OF NORTH CAROLINA | DE | PARISH CAPITAL I, LP | C | Control |
| UCM PARTNERS, LLC | DE | UTENDAHL CAPITAL MANAGEMENT,L.P. | C | |
| UCM PARTNERS, LLC | DE | UTENDAHL CAPITAL MANAGEMENT,L.P. | C | |
| UCM PARTNERS, LLC | DE | UTENDAHL CAPITAL MANAGEMENT,L.P. | C | |
| UTENDAHL FINANCIAL ASSET HOLDING COMPANY, LLC | DE | UTENDAHL CAPITAL MANAGEMENT, LP | C | |
| UTENDAHL FINANCIAL ASSET HOLDING COMPANY, LLC | DE | UTENDAHL CAPITAL MANAGEMENT, LP | C | |
| UTENDAHL MANAGEMENT, L.P. | DE | UTENDAHL CAPITAL MANAGEMENT, L.P. | C | Control |
| UTENDAHL MANAGEMENT, L.P. | DE | UTENDAHL CAPITAL MANAGEMENT, L.P. | C | Control |
| UTENDAHL MANAGEMENT, L.P. | DE | UTENDAHL CAPITAL MANAGEMENT, L.P. | C | Control |
| UTENDAHL, JOHN, OSCAR | I | UTENDAHL MANAGEMENT, L.P. | C | Control |
| UTENDAHL, JOHN, OSCAR | I | UTENDAHL MANAGEMENT, L.P. | C | Control |
| ZUCKERWISE, PENNY | I | UCM PARTNERS, LLC | C | Control |
| ZUCKERWISE, PENNY | I | UCM PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Feb 16, 2007 REGISTERED
Notice Filings (1)
FL
Address
201 E. PINE STREETSUITE 825
ORLANDO, FL 32801
USA
Phone: 407-447-4900