BINGHAM, OSBORN & SCARBOROUGH LLC
Legal name: B|O|S
CRD #110496 SEC #801-51641 SAN FRANCISCO, CA 415-781-8535
SEC Registered
Total AUM
$5B
Discretionary
$4.3B
Employees
40
Clients
--
Accounts
3,604
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | CHIEF OPERATING OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/DIRECTOR | NA | Control |
| BENZ, CAROL, LOUISE | I | PRINCIPAL | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BINGHAM, ROBERT, DORSEY | I | PRINCIPAL | NA | Control |
| BURNS, JOHN, M | I | MANAGER | NA | Control |
| BURNS, JOHN, M | I | MANAGER | NA | Control |
| BURNS, JOHN, M | I | MANAGER | NA | Control |
| BURNS, JOHN, M | I | MANAGER | NA | Control |
| BURNS, JOHN, M | I | MANAGER | NA | Control |
| BURNS, JOHN, M | I | MANAGER | NA | Control |
| BURNS, JOHN, M | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | PRINCIPAL | NA | |
| CAMPBELL, DAVID, JOHN | I | PRINCIPAL | NA | |
| CAMPBELL, DAVID, JOHN | I | DIRECTOR | NA | |
| CAMPBELL, DAVID, JOHN | I | DIRECTOR | NA | Control |
| CAMPBELL, DAVID, JOHN | I | PRINCIPAL | NA | Control |
| CAMPBELL, DAVID, JOHN | I | PRINCIPAL | NA | |
| CAMPBELL, DAVID, JOHN | I | MEMBER | NA | |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | NA | |
| CAMPBELL, DAVID, JOHN | I | MEMBER | NA | |
| CAMPBELL, DAVID, JOHN | I | MEMBER | NA | |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CAMPBELL, DAVID, JOHN | I | MANAGER | NA | Control |
| CHAMBERS, MARGARET, WARNER | I | DIRECTOR | NA | Control |
| CROMARTY, JOSEPH, HENRY | I | MANAGER | NA | Control |
| CROMARTY, JOSEPH, HENRY | I | MANAGER | NA | Control |
| CROMARTY, JOSEPH, HENRY | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DEUTSCH, CLAYTON, GEORGE | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | PRINCIPAL | NA | Control |
| DORWIN, KEVIN, DONALD | I | PRINCIPAL | NA | Control |
| DORWIN, KEVIN, DONALD | I | PRINCIPAL | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | NA | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | NA | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | NA | Control |
| ELLISON, JENNIFER, LYNN | I | PRINCIPAL | NA | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | PRINCIPAL | NA | |
| GOLINSKI, RICHARD, THOMAS | I | PRINCIPAL | NA | |
| GOLINSKI, RICHARD, THOMAS | I | PRINCIPAL | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | PRINCIPAL | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| GOLINSKI, RICHARD, THOMAS | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| KAYE, DAVID, J | I | MANAGER | NA | Control |
| OSBORN, EARL, DODGE | I | MEMBER | NA | |
| OSBORN, EARL, DODGE | I | MEMBER | NA | |
| OSBORN, EARL, DODGE | I | MEMBER | NA | |
| OSBORN, EARL, DODGE | I | MEMBER | NA | |
| PARKER, JONATHAN, H | I | DIRECTOR | NA | Control |
| PARKER, JONATHAN, H | I | DIRECTOR | NA | |
| PARKER, JONATHAN, H | I | DIRECTOR | NA | Control |
| PARKER, JONATHAN, H | I | DIRECTOR | NA | Control |
| PARKER, JONATHAN, H | I | DIRECTOR | NA | Control |
| SCARBOROUGH, JOHN, SARGEANT | I | PRINCIPAL | NA | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| BINGHAM, ROBERT, DORSEY | I | PRINCIPAL | C | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | SHAREHOLDER | C | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | SHAREHOLDER | C | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | SHAREHOLDER | C | Control |
| KUDU INVESTMENT MANAGEMENT LLC | DE | MEMBER | C | |
| KUDU INVESTMENT MANAGEMENT LLC | DE | MEMBER | C | Control |
| KUDU INVESTMENT MANAGEMENT LLC | DE | MEMBER | C | |
| KUDU INVESTMENT US, LLC | DE | MEMBER | C | |
| KUDU INVESTMENT US, LLC | DE | MEMBER | C | |
| KUDU INVESTMENT US, LLC | DE | MEMBER | C | |
| KUDU INVESTMENT US, LLC | DE | MEMBER | C | |
| KUDU INVESTMENT US, LLC | DE | MEMBER | C | |
| OSBORN, EARL, DODGE | I | PRINCIPAL | C | Control |
| SCARBOROUGH, JOHN, SARGEANT | I | PRINCIPAL | C | Control |
| BINGHAM, ROBERT, DORSEY | I | DIRECTOR | B | Control |
| BINGHAM, ROBERT, DORSEY | I | DIRECTOR | B | Control |
| BINGHAM, ROBERT, DORSEY | I | DIRECTOR | B | Control |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | DE | SHAREHOLDER | B | |
| OSBORN, EARL, DODGE | I | CHIEF INVESTMENT OFFICER | B | Control |
| OSBORN, EARL, DODGE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| OSBORN, EARL, DODGE | I | CHIEF INVESTMENT OFFICER | B | Control |
| OSBORN, EARL, DODGE | I | CHIEF INVESTMENT OFFICER | B | Control |
| SCARBOROUGH, JOHN, SARGEANT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| SCARBOROUGH, JOHN, SARGEANT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| SCARBOROUGH, JOHN, SARGEANT | I | PRINCIPAL | B | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | A | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | A | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | A | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | A | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | A | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | A | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | A | Control |
| BENZ, CAROL, LOUISE | I | MANAGER/CHIEF COMPLIANCE OFFICER | A | Control |
| BINGHAM, ROBERT, DORSEY | I | DIRECTOR | A | Control |
| BREIT-SUPRAN, COLLEEN, SUE | I | MEMBER | A | Control |
| BREIT-SUPRAN, COLLEEN, SUE | I | MEMBER | A | Control |
| BREIT-SUPRAN, COLLEEN, SUE | I | MEMBER | A | Control |
| BREIT-SUPRAN, COLLEEN, SUE | I | MEMBER | A | Control |
| BREIT-SUPRAN, COLLEEN, SUE | I | MEMBER | A | Control |
| BREIT-SUPRAN, COLLEEN, SUE | I | MEMBER | A | Control |
| BREIT-SUPRAN, COLLEEN, SUE | I | MEMBER | A | Control |
| BREIT-SUPRAN, COLLEEN, SUE | I | MEMBER | A | Control |
| BURNS, JOHN, M | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| CAMPBELL, DAVID, JOHN | I | MEMBER | A | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | A | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | A | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | A | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | A | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | A | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | A | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | A | Control |
| DORWIN, KEVIN, DONALD | I | MANAGER | A | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | A | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | A | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | A | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | A | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | A | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | A | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | A | Control |
| ELLISON, JENNIFER, LYNN | I | MANAGER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | PRINCIPAL | A | |
| LANCASTER, JEFFREY, DEVEREAUX | I | PRINCIPAL | A | |
| LANCASTER, JEFFREY, DEVEREAUX | I | PRINCIPAL | A | |
| LANCASTER, JEFFREY, DEVEREAUX | I | PRINCIPAL | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | PRINCIPAL | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | PRINCIPAL | A | |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| LANCASTER, JEFFREY, DEVEREAUX | I | MEMBER | A | Control |
| OSBORN, EARL, DODGE | I | MEMBER | A | Control |
| OSBORN, EARL, DODGE | I | MEMBER | A | Control |
| OSBORN, EARL, DODGE | I | CHIEF INVESTMENT OFFICER/DIRECTOR | A | Control |
| OSBORN, EARL, DODGE | I | MEMBER | A | Control |
| OSBORN, EARL, DODGE | I | MEMBER | A | Control |
| OSBORN, EARL, DODGE | I | MEMBER | A | Control |
| SCARBOROUGH, JOHN, SARGEANT | I | PRINCIPAL | A | Control |
| URBAN, WILLIAM, ROBERT | I | MANAGER AND MEMBER | A | Control |
| URBAN, WILLIAM, ROBERT | I | DIRECTOR | A | Control |
| URBAN, WILLIAM, ROBERT | I | DIRECTOR | A | Control |
| URBAN, WILLIAM, ROBERT | I | PRINCIPAL | A | Control |
| URBAN, WILLIAM, ROBERT | I | PRINCIPAL | A | Control |
| URBAN, WILLIAM, ROBERT | I | MANAGER AND MEMBER | A | Control |
| URBAN, WILLIAM, ROBERT | I | PRINCIPAL | A | Control |
| URBAN, WILLIAM, ROBERT | I | PRINCIPAL | A | |
| URBAN, WILLIAM, ROBERT | I | MANAGER AND MEMBER | A | Control |
| URBAN, WILLIAM, ROBERT | I | MEMBER | A | Control |
| URBAN, WILLIAM, ROBERT | I | MEMBER | A | Control |
| VANDERWEELE, MYLES, ANDREW | I | MEMBER | A | Control |
| VANDERWEELE, MYLES, ANDREW | I | MEMBER | A | Control |
| VANDERWEELE, MYLES, ANDREW | I | MEMBER | A | Control |
| VANDERWEELE, MYLES, ANDREW | I | MEMBER | A | Control |
| VANDERWEELE, MYLES, ANDREW | I | MEMBER | A | Control |
| VANDERWEELE, MYLES, ANDREW | I | MEMBER | A | Control |
| VANDERWEELE, MYLES, ANDREW | I | MEMBER | A | Control |
| VANDERWEELE, MYLES, ANDREW | I | MEMBER | A | Control |
| WAXMAN, AARON, PAUL | I | MANAGER | A | Control |
| WAXMAN, AARON, PAUL | I | MANAGER | A | Control |
| WAXMAN, AARON, PAUL | I | MANAGER | A | Control |
| WAXMAN, AARON, PAUL | I | MANAGER | A | Control |
| WAXMAN, AARON, PAUL | I | MANAGER | A | Control |
| WAXMAN, AARON, PAUL | I | MANAGER | A | Control |
| WAXMAN, AARON, PAUL | I | MANAGER | A | Control |
| WAXMAN, AARON, PAUL | I | MANAGER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Bell, Wesley, Conger | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| Bell, Wesley, Conger | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| Bell, Wesley, Conger | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| Bell, Wesley, Conger | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| Bell, Wesley, Conger | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| Bell, Wesley, Conger | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| Bell, Wesley, Conger | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| CRAMER, JONATHAN, ADAM | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| CRAMER, JONATHAN, ADAM | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| CRAMER, JONATHAN, ADAM | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| CRAMER, JONATHAN, ADAM | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| CRAMER, JONATHAN, ADAM | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| CRAMER, JONATHAN, ADAM | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| CRAMER, JONATHAN, ADAM | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| JAKACKI, ROBERT, SCOTT | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| JAKACKI, ROBERT, SCOTT | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| JAKACKI, ROBERT, SCOTT | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| JAKACKI, ROBERT, SCOTT | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| JAKACKI, ROBERT, SCOTT | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| JAKACKI, ROBERT, SCOTT | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| JAKACKI, ROBERT, SCOTT | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| LAIBOW, BRIAN, KEITH | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| LAIBOW, BRIAN, KEITH | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| LAU, SHERMAN, JOEY | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| LAU, SHERMAN, JOEY | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| ROUNTREE, GEORGE, MANNING | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| ROUNTREE, GEORGE, MANNING | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| ROUNTREE, GEORGE, MANNING | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| ROUNTREE, GEORGE, MANNING | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| ROUNTREE, GEORGE, MANNING | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| ROUNTREE, GEORGE, MANNING | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| ROUNTREE, GEORGE, MANNING | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| RUFFEL, CHARLES, ANTHONY | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| RUFFEL, CHARLES, ANTHONY | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| RUFFEL, CHARLES, ANTHONY | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| RUFFEL, CHARLES, ANTHONY | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| RUFFEL, CHARLES, ANTHONY | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| RUFFEL, CHARLES, ANTHONY | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| RUFFEL, CHARLES, ANTHONY | I | KUDU INVESTMENT MANAGEMENT, LLC | F | Control |
| STEPHENS, EMILY, MONIQUE | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| STEPHENS, EMILY, MONIQUE | I | KUDU INVESTMENT MANAGEMENT LLC | F | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| GUILFORD HOLDINGS, INC. | DE | WHITE MOUNTAINS CAPITAL, INC. | E | Control |
| GUILFORD HOLDINGS, INC. | DE | WHITE MOUNTAINS CAPITAL, INC. | E | Control |
| GUILFORD HOLDINGS, INC. | DE | WHITE MOUNTAINS CAPITAL, INC. | E | Control |
| GUILFORD HOLDINGS, INC. | DE | WHITE MOUNTAINS CAPITAL, INC. | E | Control |
| GUILFORD HOLDINGS, INC. | DE | WHITE MOUNTAINS CAPITAL, INC. | E | Control |
| GUILFORD HOLDINGS, INC. | DE | WHITE MOUNTAINS CAPITAL, INC. | E | Control |
| GUILFORD HOLDINGS, INC. | DE | WHITE MOUNTAINS CAPITAL, INC. | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| WHITE MOUNTAINS CAPITAL, INC. | DE | KUDU INVESTMENT MANAGEMENT LLC | E | Control |
| WHITE MOUNTAINS CAPITAL, INC. | DE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WHITE MOUNTAINS CAPITAL, INC. | DE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WHITE MOUNTAINS CAPITAL, INC. | DE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WHITE MOUNTAINS CAPITAL, INC. | DE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | FE | GUILFORD HOLDINGS, INC. | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | FE | GUILFORD HOLDINGS, INC. | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | FE | GUILFORD HOLDINGS, INC. | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | FE | GUILFORD HOLDINGS, INC. | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | FE | GUILFORD HOLDINGS, INC. | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | FE | GUILFORD HOLDINGS, INC. | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | FE | GUILFORD HOLDINGS, INC. | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| OCM KIM HOLDINGS, LLC | DE | KUDU INVESTMENT MANAGEMENT LLC | C | Control |
| OCM KIM HOLDINGS, LLC | DE | KUDU INVESTMENT MANAGEMENT LLC | C | Control |
| WHITE MOUNTAINS CAPITAL, INC. | DE | KUDU INVESTMENT MANAGEMENT LLC | C | Control |
| WHITE MOUNTAINS CAPITAL, INC. | DE | KUDU INVESTMENT MANAGEMENT LLC | C | Control |
Registrations
Federal
IA
Mar 29, 2021 REGISTERED
Notice Filings (18)
AZ CA CO CT DC FL IL LA MA NC NH NV NY OH OR TX VA WA
Address
345 CALIFORNIA STREET, SUITE 1100SAN FRANCISCO, CA 94104
United States
Phone: 415-781-8535