VALHALLA CAPITAL PARTNERS, LLC
Legal name: VALHALLA CAPITAL PARTNERS
CRD #136076 SEC #801-64440 LOUISVILLE, KY 502-235-6452
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 16, 2005
- 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 |
|---|---|---|---|---|
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDIN, MATTHEW, STEPHEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MATHIS, KENNETH, LOUIS | I | PRESIDENT/CEO/CCO | E | Control |
| MATHIS, KENNETH, LOUIS | I | PRESIDENT/CEO/CCO | E | Control |
| MATHIS, KENNETH, LOUIS | I | PRESIDENT/CEO/CCO | E | Control |
| MATHIS, KENNETH, LOUIS | I | MANAGING PARTNER | C | Control |
| MATHIS, KENNETH, LOUIS | I | MANAGING PARTNER/CCO | C | Control |
| MATHIS, KENNETH, LOUIS | I | MANAGING PARTNER | C | Control |
| MATHIS, KENNETH, LOUIS | I | MANAGING PARTNER | C | Control |
| MATHIS, KENNETH, LOUIS | I | MANAGING PARTNER | C | Control |
| MECHERLE, RAMOND, PERRY | I | MANAGING PARTNER | C | Control |
| MECHERLE, RAMOND, PERRY | I | MANAGING PARTNER | C | Control |
| MECHERLE, RAMOND, PERRY | I | MANAGING PARTNER | C | Control |
| MECHERLE, RAMOND, PERRY | I | MANAGING PARTNER | C | Control |
| MECHERLE, RAMOND, PERRY | I | MANAGING PARTNER | C | Control |
| VENTURA, JUSTIN, LOUIS | I | MANAGING PARTNER | C | Control |
| VENTURA, JUSTIN, LOUIS | I | MANAGING PARTNER | C | Control |
| VENTURA, JUSTIN, LOUIS | I | MANAGING PARTNER | C | Control |
| VENTURA, JUSTIN, LOUIS | I | MANAGING PARTNER | C | Control |
| VENTURA, JUSTIN, LOUIS | I | MANAGING PARTNER | C | Control |
| FIRST TRUST PORTFOLIOS L.P. | DE | MEMBER | B | |
| FIRST TRUST PORTFOLIOS L.P. | DE | MEMBER | B | |
| FIRST TRUST PORTFOLIOS L.P. | DE | MEMBER | B | |
| FIRST TRUST PORTFOLIOS L.P. | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THE CHARGER CORPORATION | DE | GRACE PARTNERS OF DUPAGE L.P. | F | Control |
| THE CHARGER CORPORATION | DE | FIRST TRUST PORTFOLIOS, L.P. | F | Control |
| THE CHARGER CORPORATION | DE | GRACE PARTNERS OF DUPAGE L.P. | F | Control |
| THE CHARGER CORPORATION | DE | FIRST TRUST PORTFOLIOS, L.P. | F | Control |
| THE CHARGER CORPORATION | DE | GRACE PARTNERS OF DUPAGE L.P. | F | Control |
| THE CHARGER CORPORATION | DE | FIRST TRUST PORTFOLIOS, L.P. | F | Control |
| THE CHARGER CORPORATION | DE | GRACE PARTNERS OF DUPAGE L.P. | F | Control |
| THE CHARGER CORPORATION | DE | FIRST TRUST PORTFOLIOS, L.P. | F | Control |
| GRACE PARTNERS OF DUPAGE L.P. | DE | FIRST TRUST PORTFOLIOS, L.P. | E | Control |
| GRACE PARTNERS OF DUPAGE L.P. | DE | FIRST TRUST PORTFOLIOS, L.P. | E | Control |
| GRACE PARTNERS OF DUPAGE L.P. | DE | FIRST TRUST PORTFOLIOS, L.P. | E | Control |
| GRACE PARTNERS OF DUPAGE L.P. | DE | FIRST TRUST PORTFOLIOS, L.P. | E | Control |
| THE JUDITH M.VANKAMPEN INTANGIBLES TRUST | DE | THE CHARGER CORPORATION | D | |
| THE JUDITH M.VANKAMPEN INTANGIBLES TRUST | DE | THE CHARGER CORPORATION | D | |
| THE JUDITH M.VANKAMPEN INTANGIBLES TRUST | DE | THE CHARGER CORPORATION | D | |
| THE JUDITH M.VANKAMPEN INTANGIBLES TRUST | DE | THE CHARGER CORPORATION | D | |
| VANKAMPENPIERRE, KARLA, MARLEE | I | THE CHARGER CORPORATION | C | |
| VANKAMPENPIERRE, KARLA, MARLEE | I | THE CHARGER CORPORATION | C | |
| VANKAMPENPIERRE, KARLA, MARLEE | I | THE CHARGER CORPORATION | C | |
| VANKAMPENPIERRE, KARLA, MARLEE | I | THE CHARGER CORPORATION | C | |
| WISEN, KRISTEN, JOY | I | THE CHARGER CORPORATION | C | |
| WISEN, KRISTEN, JOY | I | THE CHARGER CORPORATION | C | |
| WISEN, KRISTEN, JOY | I | THE CHARGER CORPORATION | C | |
| WISEN, KRISTEN, JOY | I | THE CHARGER CORPORATION | C |
Registrations
Federal
IA
Jun 16, 2005 REGISTERED
Notice Filings (1)
KY
Address
14503 CLEARLAKE PLACELOUISVILLE, KY 40245-5199
USA
Phone: 502-235-6452