UNDISCOVERED MANAGERS, LLC
CRD #109067 SEC #801-55055 DALLAS, TX 214-999-7200
SEC Registered
Total AUM
$430.5M
Discretionary
$430.5M
Employees
--
Clients
0
Accounts
11
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2002
- 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 |
|---|---|---|---|---|
| CARVER, TIMOTHY, JACOB | I | MANAGEMENT COMMITTEE MEMBER, NO BENEFICIAL OWNERSHIP | NA | Control |
| CARVER, TIMOTHY, JACOB | I | MANAGEMENT COMMITTEE MEMBER, NO BENEFICIAL OWNERSHIP | NA | Control |
| CHAPIN, ROSS, KARL | I | MANAGEMENT COMMITTEE MEMBER, NO BENEFICIAL OWNERSHIP | NA | Control |
| CHAPIN, ROSS, KARL | I | MANAGEMENT COMMITTEE MEMBER, NO BENEFICIAL OWNERSHIP | NA | Control |
| CORTEZ, STEVEN, EDWARD | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| CORTEZ, STEVEN, EDWARD | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| ELLIS, RUSSELL, JAMES | I | MANAGEMENT COMMITTEE MEMBER, NO BENEFICIAL OWNERSHIP | NA | Control |
| ELLIS, RUSSELL, JAMES | I | MANAGEMENT COMMITTEE MEMBER, NO BENEFICIAL OWNERSHIP | NA | Control |
| HANSEN, LOWELL, CLINTON | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| HANSEN, LOWELL, CLINTON | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| KANNER, YVONNE, NADINNE | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| KANNER, YVONNE, NADINNE | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| KITTS, KIMBERLY, PINE | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| KITTS, KIMBERLY, PINE | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| KUJAWA, PATRICK, ANTHONY | I | NATIONAL SALES MANAGER, SENIOR MANAGING DIRECTOR, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| KUJAWA, PATRICK, ANTHONY | I | NATIONAL SALES MANAGER, SENIOR MANAGING DIRECTOR, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| SLOWIK, JUNE, STROH | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| SLOWIK, JUNE, STROH | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| THE TAHOMA FUND B, LLC | DE | MEMBER & HOLDER OF CLASS F VOTING INTERESTS | NA | Control |
| THE TAHOMA FUND B, LLC | DE | MEMBER & HOLDER OF CLASS F VOTING INTERESTS | NA | Control |
| WOODSIDE, NEVIN, GRAHAM | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| WOODSIDE, NEVIN, GRAHAM | I | SENIOR VICE PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | |
| WORTHINGTON, ROBERT, LESLIE | I | PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | Control |
| WORTHINGTON, ROBERT, LESLIE | I | PRESIDENT, PRINCIPAL, MEMBER & HOLDER OF CLASS C NON-VOTING INTERESTS | NA | Control |
| HURLEY, MARK, PATRICK | I | CHAIRMAN, CEO, MANAGEMENT COMMITTEE MEMBER, MEMBER & HOLDER OF CLASS A VOTING INTERESTS | C | Control |
| HURLEY, MARK, PATRICK | I | CHAIRMAN, CEO, MANAGEMENT COMMITTEE MEMBER, MEMBER & HOLDER OF CLASS A VOTING INTERESTS | C | Control |
| THE TAHOMA FUND, LLC | DE | MEMBER & HOLDER OF CLASS E VOTING INTERESTS | B | Control |
| THE TAHOMA FUND, LLC | DE | MEMBER & HOLDER OF CLASS E VOTING INTERESTS | B | Control |
| AMRESCO COMMERCIAL FINANCE, INC. | DE | MEMBER & HOLDER OF CLASS B NON-VOTING INTERESTS | A | |
| AMRESCO COMMERCIAL FINANCE, INC. | DE | MEMBER & HOLDER OF CLASS B NON-VOTING INTERESTS | A | |
| BOWMAN, LAWRENCE, ELLSWORTH | I | MEMBER & HOLDER OF CLASS D VOTING INTERESTS | A | |
| BOWMAN, LAWRENCE, ELLSWORTH | I | MEMBER & HOLDER OF CLASS D VOTING INTERESTS | A | |
| HURLEY, JOHN, KENNEDY | I | MEMBER & HOLDER OF CLASS D VOTING INTERESTS | A | |
| HURLEY, JOHN, KENNEDY | I | MEMBER & HOLDER OF CLASS D VOTING INTERESTS | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ORCA BAY PARTNERS, LLC | DE | THE TAHOMA FUND, LLC | F | Control |
| ORCA BAY PARTNERS, LLC | DE | THE TAHOMA FUND B, LLC | F | Control |
| ORCA BAY PARTNERS, LLC | DE | THE TAHOMA FUND, LLC | F | Control |
| ORCA BAY PARTNERS, LLC | DE | THE TAHOMA FUND B, LLC | F | Control |
| MCCAW, JOHN, E | I | THE JOHN E. MCCAW JR. LIVING TRUST | E | Control |
| MCCAW, JOHN, E | I | THE JOHN E. MCCAW JR. LIVING TRUST | E | Control |
| NCS I LLC | DE | AMRESCO COMMERCIAL FINANCE, INC. | E | Control |
| NCS I LLC | DE | AMRESCO COMMERCIAL FINANCE, INC. | E | Control |
| THE JOHN E. MCCAW, JR. LIVING TRUST | DE | ORCA BAY CAPITAL CORPORATION | E | Control |
| THE JOHN E. MCCAW, JR. LIVING TRUST | DE | ORCA BAY CAPITAL CORPORATION | E | Control |
| THE TAHOMA FUND BLOCKER CORPORATION | DE | THE TAHOMA FUND B, LLC | E | Control |
| THE TAHOMA FUND BLOCKER CORPORATION | DE | THE TAHOMA FUND B, LLC | E | Control |
| ORCA BAY CAPITAL CORPORATION | DE | THE TAHOMA FUND, LLC | D | Control |
| ORCA BAY CAPITAL CORPORATION | DE | THE TAHOMA FUND, LLC | D | Control |
| MCCAW, JOHN, E | I | ORCA BAY PARTNERS, LLC | C | Control |
| MCCAW, JOHN, E | I | ORCA BAY PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Mar 28, 2002 REGISTERED
Notice Filings (1)
TX
Address
700 NORTH PEARL STREETSUITE 1625
DALLAS, TX 75201
USA
Phone: 214-999-7200