RIA Intelligence

HORIZON CAPITAL PARTNERS LLC

CRD #114946 SEC #801-68865 BILLINGS, MT 406-208-0208
SEC Registered
Total AUM
$70.3M
Discretionary
$28.1M
Employees
1
Clients
--
Accounts
83

Firm Details

Organization Type
Limited Liability Company
State of Formation
Montana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 5, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
OPTIMA CAPITAL MANAGEMENTDEOWNERE Control
OPTIMA CAPITAL MANAGEMENTDEOWNERE Control
OPTIMA CAPITAL MANAGEMENTDEOWNERE Control
ORMS, CHRISTIAN, GEORGEICHIEF COMPLIANCE OFFICERE Control
ORMS, CHRISTIAN, GEORGEIMANAGERE Control
ORMS, CHRISTIAN, GEORGEICHIEF COMPLIANCE OFFICERE Control
ORMS, CHRISTIAN, GEORGEICHIEF COMPLIANCE OFFICERE Control
ORMS, CHRISTIAN, GEORGEICHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ASH, STEVEN, WILLIAMIOPTIMA CAPITAL MANAGEMENT, INC.D Control
ASH, STEVEN, WILLIAMIOPTIMA CAPITAL MANAGEMENT, INC.D Control
ASH, STEVEN, WILLIAMIOPTIMA CAPITAL MANAGEMENT, INC.D Control
ORMS, CHRISTIAN, GEORGEIOPTIMA CAPITAL MANAGEMENT, INC.D Control
ORMS, CHRISTIAN, GEORGEIOPTIMA CAPITAL MANAGEMENT, INC.D Control
ORMS, CHRISTIAN, GEORGEIOPTIMA CAPITAL MANAGEMENT, INC.D Control

Registrations

Federal

IA
Dec 5, 2011 REGISTERED

Notice Filings (1)

MT

Address

404 NORTH 31ST STREET
SUITE 112
BILLINGS, MT 59101
United States
Phone: 406-208-0208