RIA Intelligence

MOCKINGBIRD HOLDINGS, LLC

CRD #130777 SEC #801-67470 HOUSTON, TX 713-877-0200
SEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 2, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SHULL, RENEE, NMNICHIEF COMPLIANCE OFFICERNA Control
SHULL, RENEE, NMNICHIEF COMPLIANCE OFFICERNA Control
SINHA, SAMIR, (NMN)ICHIEF INVESTMENT OFFICERNA Control
SINHA, SAMIR, (NMN)ICHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICERNA Control
SINHA, SAMIR, (NMN)ICHIEF INVESTMENT OFFICERNA Control
ZOY, CIMALIE, ANNICHIEF COMPLIANCE OFFICERNA Control
ZOY, CIMALIE, ANNICHIEF COMPLIANCE OFFICERNA Control
ZOY, CIMALIE, ANNICHIEF COMPLIANCE OFFICERNA Control
ZOY, CIMALIE, ANNICHIEF COMPLIANCE OFFICERNA Control
GORADIA, VIJAY, PIMANAGING MEMBERD Control
GORADIA, VIJAY, PIMANAGING MEMBERD Control
GORADIA, VIJAY, PIMANAGING MEMBERD Control
MARIE, GEORGE, GORADIAIMANAGING MEMBERD Control
MARIE, GEORGE, GORADIAIMANAGING MEMBERD Control
MARIE, GEORGE, GORADIAIMANAGING MEMBERD Control
SINHA, SAMIR, (NMN)IPRESIDENT / CEO / MANAGING MEMBERD Control
SINHA, SAMIR, (NMN)IPRESIDENT / CEO / MANAGING MEMBERD Control
SINHA, SAMIR, (NMN)IPRESIDENT / CEO / MANAGING MEMBERD Control
SINHA, SAMIR, (NMN)IPRESIDENT / CEO / MANAGING MEMBERD Control
PALANTIR CAPITAL MANAGEMENT, LTD.DEMEMBERC Control
PALANTIR CAPITAL MANAGEMENT, LTD.DEMEMBERC Control
PALANTIR CAPITAL MANAGEMENT, LTD.DEMEMBERC Control
TES FINANCIAL, LLCDEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
TES FINANCIAL, LLCDEPALANTIR CAPITAL MANAGEMENT, LTD.F Control
TES FINANCIAL, LLCDEPALANTIR CAPITAL MANAGEMENT, LTD.F Control
TES FINANCIAL, LLCDEPALANTIR CAPITAL MANAGEMENT, LTD.F Control
SAMUELS, THOMAS, EDWINITES FINANCIAL, LLCE Control
SAMUELS, THOMAS, EDWINIPALANTIR CAPITAL MANAGEMENT, LTD.E Control
SAMUELS, THOMAS, EDWINITES FINANCIAL, LLCE Control
SAMUELS, THOMAS, EDWINIPALANTIR CAPITAL MANAGEMENT, LTD.E Control
SAMUELS, THOMAS, EDWINITES FINANCIAL, LLCE Control
SAMUELS, THOMAS, EDWINIPALANTIR CAPITAL MANAGEMENT, LTD.E Control
SAMUELS, THOMAS, EDWINITES FINANCIAL, LLCE Control

Registrations

Federal

IA
Mar 2, 2007 REGISTERED

Notice Filings (1)

TX

Address

3355 WEST ALABAMA STREET
SUITE 1025
HOUSTON, TX 77098
USA
Phone: 713-877-0200