TRUE CAPITAL MANAGEMENT LLC
Legal name: TRUE CAPITAL MANAGEMENT
CRD #142962 SEC #801-67503 SAN FRANCISCO, CA 415-538-3600
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$1.3B
Employees
37
Clients
1
Accounts
431
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2023
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BASS, JUSTIN, HARRISON | I | MANAGING DIRECTOR | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BLAIR, KARIN, MARILEE | I | CHIEF INVESTMENT OFFICER | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | |
| BOND, JACOB, DANIEL | I | VICE PRESIDENT | NA | Control |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| BOND, JACOB, DANIEL | I | MANAGING DIRECTOR | NA | |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| Boehm, Chris | I | BOARD MEMBER | NA | Control |
| DOMAN, MARK, STEVEN | I | SENIOR VICE PRESIDENT | NA | |
| DOMAN, MARK, STEVEN | I | SENIOR VICE PRESIDENT | NA | |
| DOMAN, MARK, STEVEN | I | SENIOR VICE PRESIDENT | NA | |
| DOMAN, MARK, STEVEN | I | SENIOR VICE PRESIDENT | NA | |
| DOMAN, MARK, STEVEN | I | SENIOR VICE PRESIDENT | NA | |
| DOMAN, MARK, STEVEN | I | SENIOR VICE PRESIDENT | NA | |
| DOMAN, MARK, STEVEN | I | SENIOR VICE PRESIDENT | NA | |
| DOWLING, KATHERINE, BURKE | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWLING, KATHERINE, BURKE | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWLING, KATHERINE, BURKE | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWLING, KATHERINE, BURKE | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWLING, KATHERINE, BURKE | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| DOWLING, KATHERINE, BURKE | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| FINCHER, GARY, BRET | I | MANAGING DIRECTOR | NA | |
| FINCHER, GARY, BRET | I | MANAGING DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | VICE PRESIDENT | NA | |
| FORTHMANN, LORI, MCGOVERN | I | VICE PRESIDENT | NA | |
| FORTHMANN, LORI, MCGOVERN | I | VICE PRESIDENT | NA | |
| FORTHMANN, LORI, MCGOVERN | I | VICE PRESIDENT | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | VICE PRESIDENT | NA | Control |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| FORTHMANN, LORI, MCGOVERN | I | DIRECTOR | NA | |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Germain, Michael, Anthony | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| HENRY, TRAVIS, ANTHONY | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| Lujan, George, Humberto | I | INVESTMENT ADVISORY REP | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | |
| MCLEAN, JOSEPH, R. | I | SENIOR VICE PRESIDENT | NA | Control |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SCHLATTER, CHRISTOPHER, CRAIG | I | INVESTMENT ADVISOR REP | NA | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | NA | |
| SOROSKY, KENNETH, JOSEPH | I | DIRECTOR | NA | Control |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | NA | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | NA | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | NA | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | NA | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | NA | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | NA | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | NA | |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | NA | Control |
| STOUT, CHRISTOPHER, DWIGHT | I | MANAGING DIRECTOR | NA | |
| STOUT, CHRISTOPHER, DWIGHT | I | MANAGING DIRECTOR | NA | |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | D | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | D | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | D | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| CRESSET PC TCM, LLC | DE | MEMBER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | MANAGING DIRECTOR | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | CHIEF OPERATING OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GOODMAN, HEATHER, KATHERINE | I | PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| RAETZ, DOUGLAS, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SC INVESTMENTS CONSULTING, LLC | DE | MEMBER | B | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| SOROSKY, KENNETH, JOSEPH | I | MANAGING DIRECTOR | A | |
| STEIN, AVY, HOWARD | I | BOARD MEMBER | A | Control |
Registrations
Federal
IA
Apr 30, 2023 REGISTERED
Notice Filings (39)
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