BELLATORE FINANCIAL, INC.
CRD #143543 SEC #801-68251 THE WOODLANDS, TX 832-585-0110
SEC Registered Private Funds
Total AUM
$565.5M
Discretionary
$20M
Employees
4
Clients
--
Accounts
1,739
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOGAN, STEPHANIE, LYNNE | I | BOARD MEMBER | NA | Control |
| BOGAN, STEPHANIE, LYNNE | I | BOARD MEMBER | NA | Control |
| BOGAN, STEPHANIE, LYNNE | I | BOARD MEMBER | NA | Control |
| BOGAN, STEPHANIE, LYNNE | I | BOARD MEMBER | NA | Control |
| BRUCE, KEVIN, GREGORY | I | PRESIDENT, CIO, CCO | NA | Control |
| Borden, Robert, Barclift | I | CCO, INTERIM CIO | NA | Control |
| Borden, Robert, Barclift | I | CCO, INTERIM CIO | NA | Control |
| Borden, Robert, Barclift | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Borden, Robert, Barclift | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Borden, Robert, Barclift | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Borden, Robert, Barclift | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COWEN, LARRY | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| COWEN, LAWRENCE, (NMN) | I | SECRETARY AND BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DEASES, CHARLES, EDWARD | I | BOARD MEMBER | NA | Control |
| DOERKSEN, PATRICIA, LYNN | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| DOERKSEN, PATRICIA, LYNN | I | VICE PRESIDENT | NA | Control |
| DOERKSEN, PATRICIA, LYNN | I | VICE PRESIDENT | NA | Control |
| DOERKSEN, PATRICIA, LYNN | I | VICE PRESIDENT | NA | Control |
| DOERKSEN, PATRICIA, LYNN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HOUSER, DENIS, NEIL | I | VICE PRESIDENT | NA | Control |
| HOUSER, DENIS, NEIL | I | VICE PRESIDENT | NA | Control |
| HOUSER, DENIS, NEIL | I | VICE PRESIDENT | NA | Control |
| HOUSER, DENIS, NEIL | I | VICE PRESIDENT | NA | Control |
| LABAO, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | TREASURER AND BOARD MEMBER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | TREASURER AND BOARD MEMBER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | TREASURER AND BOARD MEMBER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | TREASURER AND BOARD MEMBER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | TREASURER AND BOARD MEMBER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | TREASURER AND BOARD MEMBER | NA | Control |
| LABAO, NICHOLAS, MAGKAWAS | I | TREASURER AND BOARD MEMBER | NA | Control |
| PANDYA, MOLLY, REYES | I | VP OPERATIONS AND I.T. | NA | Control |
| PARE, FRANK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARE, FRANK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARE, FRANK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARE, FRANK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PIZZUTELLO, HENRY, JOHN | I | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, ALBERT, GERALD | I | PRESIDENT, CEO | NA | Control |
| STEELE, ALBERT, GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEELE, ALBERT, GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEELE, ALBERT, GERALD | I | PRESIDENT, CEO | NA | Control |
| STEELE, ALBERT, GERALD | I | PRESIDENT, CEO | NA | Control |
| STEELE, ALBERT, GERALD | I | PRESIDENT, CEO | NA | Control |
| STEELE, ALBERT, GERALD | I | PRESIDENT, CEO | NA | Control |
| STEELE, ALBERT, GERALD | I | BOARD MEMBER | NA | Control |
| STEELE, ALBERT, GERALD | I | BOARD MEMBER | NA | Control |
| STEELE, ALBERT, GERALD | I | BOARD MEMBER | NA | Control |
| STEELE, ALBERT, GERALD | I | BOARD MEMBER | NA | Control |
| STEELE, ALBERT, GERALD | I | BOARD MEMBER | NA | Control |
| STEELE, ALBERT, GERALD | I | BOARD MEMBER | NA | Control |
| STEELE, ALBERT, GERALD | I | BOARD MEMBER | NA | Control |
| BELLA FUND HOLDINGS, INC. | DE | SOLE SHAREHOLDER | E | Control |
| BELLA FUND HOLDINGS, INC. | DE | SOLE SHAREHOLDER | E | Control |
| BELLA FUND HOLDINGS, INC. | DE | SOLE SHAREHOLDER | E | Control |
| BELLA FUND HOLDINGS, INC. | DE | SOLE SHAREHOLDER | E | Control |
| BELLA FUND HOLDINGS, INC. | DE | SOLE SHAREHOLDER | E | Control |
| BELLATORE, LLC | DE | SHAREHOLDER | E | Control |
| BELLATORE, LLC | DE | SHAREHOLDER | E | |
| BELLATORE, LLC | DE | SHAREHOLDER | E | |
| BELLATORE, LLC | DE | SHAREHOLDER | E | |
| BELLATORE, LLC | DE | SHAREHOLDER | E | |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLA FUND HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BELLATORE HOLDINGS, INC. | DE | SHAREHOLDER | D | Control |
| BRUCE, KEVIN, GREGORY | I | PRESIDENT, CIO, CCO | B | Control |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| REINHARDT, CARL, HEINZ | I | SHAREHOLDER | B | |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| SCHEID, JONATHAN, JOSEPH | I | PRESIDENT, CIO, CCO, BOARD MEMBER | B | Control |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| Scheid, Jonathan, Joseph | I | SHAREHOLDER | B | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| BURNS, WALTER, FRANCIS | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| DIXON, MICHAEL, ALAN | I | SHAREHOLDER | A | |
| HARVEY, LARRY, ARLEN | I | BOARD MEMBER | A | Control |
| HARVEY, LARRY, ARLEN | I | BOARD MEMBER | A | Control |
| HARVEY, LARRY, ARLEN | I | BOARD MEMBER | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | BOARD MEMBER | A | Control |
| HARVEY, LARRY, ARLEN | I | BOARD MEMBER | A | Control |
| HARVEY, LARRY, ARLEN | I | BOARD MEMBER | A | Control |
| HARVEY, LARRY, ARLEN | I | BOARD MEMBER | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| HARVEY, LARRY, ARLEN | I | CEO, CHAIRMAN OF THE BOARD | A | Control |
| REINHARDT, CARL, HEINZ | I | CHAIRMAN OF THE BOARD | A | Control |
| REINHARDT, CARL, HEINZ | I | CHAIRMAN OF THE BOARD | A | Control |
| REINHARDT, CARL, HEINZ | I | CHAIRMAN OF THE BOARD | A | Control |
| REINHARDT, CARL, HEINZ | I | CHAIRMAN OF THE BOARD | A | Control |
| REINHARDT, CARL, HEINZ | I | CHAIRMAN OF THE BOARD | A | Control |
| REINHARDT, CARL, HEINZ | I | CHAIRMAN OF THE BOARD | A | Control |
| REINHARDT, CARL, HEINZ | I | CHAIRMAN OF THE BOARD | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEUCADIA NATIONAL CORPORATION | DE | PHLCORP, INC. | E | |
| LEUCADIA NATIONAL CORPORATION | DE | PHLCORP, INC. | E | |
| LEUCADIA NATIONAL CORPORATION | DE | PHLCORP, INC. | E | |
| LEUCADIA NATIONAL CORPORATION | DE | PHLCORP, INC. | E | |
| LEUCADIA NATIONAL CORPORATION | DE | PHLCORP, INC. | E | |
| PHLCORP, INC. | DE | BALDWIN ENTERPRISES, INC. | E | |
| PHLCORP, INC. | DE | BALDWIN ENTERPRISES, INC. | E | |
| PHLCORP, INC. | DE | BALDWIN ENTERPRISES, INC. | E | |
| PHLCORP, INC. | DE | BALDWIN ENTERPRISES, INC. | E | |
| PHLCORP, INC. | DE | BALDWIN ENTERPRISES, INC. | E | |
| BALDWIN ENTERPRISES, INC. | DE | BELLATORE, LLC | D | |
| BALDWIN ENTERPRISES, INC. | DE | BELLATORE, LLC | D | |
| BALDWIN ENTERPRISES, INC. | DE | BELLATORE, LLC | D | |
| BALDWIN ENTERPRISES, INC. | DE | BELLATORE, LLC | D | |
| BALDWIN ENTERPRISES, INC. | DE | BELLATORE, LLC | D | |
| BELLA FUND HOLDINGS, INC. | DE | BELLATORE, LLC | D | |
| BELLA FUND HOLDINGS, INC. | DE | BELLATORE, LLC | D | |
| BELLA FUND HOLDINGS, INC. | DE | BELLATORE, LLC | D | |
| BELLA FUND HOLDINGS, INC. | DE | BELLATORE, LLC | D | |
| BELLA FUND HOLDINGS, INC. | DE | BELLATORE, LLC | D | |
| HARVEY, LARRY, ARLEN | I | BELLA FUND HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLA FUND HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLA FUND HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| HARVEY, LARRY, ARLEN | I | BELLATORE HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
| STEELE, ALBERT, GERALD | I | BELLA FUND HOLDINGS, INC. | D | Control |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
1790 HUGHES LANDING BLVDSUITE 575
THE WOODLANDS, TX 77380
United States
Phone: 832-585-0110