RIA Intelligence

MIDWOOD CAPITAL MANAGEMENT, LLC

CRD #137533 SEC #801-65344 BOSTON, MA 617-226-2614
SEC Registered
Total AUM
$64.7M
Discretionary
$64.7M
Employees
5
Clients
0
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 13, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MICKELSON, CHRISTOPHER, JAMESICFO/CCONA Control
COHEN, DAVID, ERICIMANAGING DIRECTORC Control
DEMONT, ROSS, DIPRINCIPALC Control
DONOHUE, LIAM, S.ICLASS B SHAREHOLDERB
HALLOWELL, ANDREW, WICLASS B SHAREHOLDERB
STONE, ROBERT, GICLASS B SHAREHOLDERB
JENNIFER P. STONE REVOCABLE TRUSTDECLASS B SHAREHOLDERA
KASE CAPITAL, LLCDECLASS B SHAREHOLDERA
MARION R. STONE TRUST FBO GRANDCHILDRENDECLASS B SHAREHOLDERA
MOORE, LUCY, SICLASS B SHAREHOLDERA
THORNDIKE, WILLIAM, NICLASS B SHAREHOLDERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BROWN, JACOB, FREDERICKIMARION R STONE TRUST FBO GRANDCHILDRENF
GREEN, JOHNATHAN, BIJENNIFER P. STONE REVOCABLE TRUSTF
STONE, JENNIFER, P.IJENNIFER P. STONE RECOVABLE TRUSTF
SILVERMAN, ERIC, STEVENIKASE CAPITAL, LLCD
SILVERMAN, GILBERT, BIKASE CAPITAL, LLCC

Registrations

Federal

IA
Dec 13, 2005 REGISTERED

Notice Filings (1)

MA

Address

ONE WASHINGTON MALL, 8TH FLOOR
BOSTON, MA 2108
USA
Phone: 617-226-2614