RIA Intelligence

THE MUTUAL FUND STORE-PORTLAND, LLC

Legal name: THE MUTUAL FUND STORE

CRD #144479 SEC #801-68110 OVERLAND PARK, KS 913-319-8100
SEC Registered
Total AUM
$101.9M
Discretionary
$101.9M
Employees
1
Clients
0
Accounts
1,153

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 12, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIMANAGING MEMBERNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONS/SECRETARYNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONSNA Control
BENTZ, JON, PETERIVICE PRESIDENT COMPANY OPERATIONSNA Control
BLACK, JASON, MICHAELIMANAGING MEMBERNA Control
BLACK, JASON, MICHAELIASSISTANT VICE PRESIDENT COMPANY OPERATIONS/ASSISTANT SECRETARYNA Control
BLACK, JASON, MICHAELIASSISTANT VICE PRESIDENT COMPANY OPERATIONS/ASSISTANT SECRETARYNA Control
BLACK, JASON, MICHAELIASSISTANT VICE PRESIDENT COMPANY OPERATIONS/ASSISTANT SECRETARYNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BLOOMBERG, EDWARD, RICHARDICHIEF OPERATING OFFICERNA Control
BOLD, ADAM, STUARTICHAIRMAN/CHIEF EXECUTIVE OFFICERNA Control
BOLD, ADAM, STUARTICHAIRMAN/CHIEF EXECUTIVE OFFICERNA Control
BOLD, ADAM, STUARTICHAIRMAN/CHIEF EXECUTIVE OFFICERNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMAN/CHIEF EXECUTIVE OFFICERNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMAN/CHIEF EXECUTIVE OFFICERNA Control
BOLD, ADAM, STUARTICHAIRMAN/CHIEF EXECUTIVE OFFICERNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BOLD, ADAM, STUARTICHAIRMANNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRANDT, CLIFFORD, MERRILICHIEF COMPLIANCE OFFICERNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIPRESIDENTNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIPRESIDENTNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIPRESIDENTNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIMANAGING MEMBERNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIVICE PRESIDENT RETAIL OPERATIONSNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIVICE PRESIDENT RETAIL OPERATIONSNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIPRESIDENTNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIVICE PRESIDENT RETAIL OPERATIONSNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIPRESIDENTNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIPRESIDENTNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIPRESIDENTNA Control
BRAUDIS, CHRISTOPHER, RAYMONDIPRESIDENTNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BUNCH, JOHN, BRADLEYICHIEF EXECUTIVE OFFICERNA Control
BYERS, DAVID, FRANKLINICHIEF EXECUTIVE OFFICERNA Control
BYERS, DAVID, FRANKLINICHIEF EXECUTIVE OFFICERNA Control
BYERS, DAVID, FRANKLINICHIEF EXECUTIVE OFFICERNA Control
ELLIOTT, CHRISICHIEF FINANCIAL OFFICERNA
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICERNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICERNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICERNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICERNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICERNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICERNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICERNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICERNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICER/SECRETARYNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICER/SECRETARYNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICER/SECRETARYNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICER/SECRETARYNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICER/SECRETARYNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICER/SECRETARYNA Control
ELLIOTT, CHRIS, EUGENEICHIEF FINANCIAL OFFICER/SECRETARYNA Control
SADUN, RAFFAELEICHIEF FINANCIAL OFFICERNA Control
SADUN, RAFFAELEICHIEF FINANCIAL OFFICERNA Control
SADUN, RAFFAELEICHIEF FINANCIAL OFFICERNA Control
SADUN, RAFFAELEICHIEF FINANCIAL OFFICERNA Control
SADUN, RAFFAELEICHIEF FINANCIAL OFFICERNA Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERE Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERE Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERE Control
TMFS HOLDINGS, LLCDEMEMBERD Control
TMFS HOLDINGS, LLCDEMEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEHOLDING COMPANYD Control
TMFS HOLDINGS, LLCDEMEMBERD Control
TMFS HOLDINGS, LLCDEMEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMEMBERD Control
TMFS HOLDINGS, LLCDEMEMBERD Control
TMFS HOLDINGS, LLCDEMEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
TMFS HOLDINGS, LLCDEMANAGING MEMBERD Control
JOHNSON, MARK, SIGIMEMBERC Control
JOHNSON, MARK, SIGIMEMBERC Control
JOHNSON, MARK, SIGIMEMBERC Control
JOHNSON, MARK, SIGIOWNERC Control
JOHNSON, MARK, SIGIOWNERC Control
JOHNSON, MARK, SIGIMEMBERC Control
JOHNSON, MARK, SIGIMEMBERC Control
JOHNSON, MARK, SIGIMEMBERC Control
JOHNSON, MARK, SIGIMEMBERC Control
JOHNSON, MARK, SIGIMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
WARBURG PINCUS X, L.P.DEWARBURG PINCUS PRIVATE EQUITY X, L.P.F Control
ADAM S. BOLD TRUSTDETMFS HOLDINGS, INC.E Control
ADAM S. BOLD TRUSTDETMFS HOLDINGS, INC.E Control
BOLD, ADAM, STUARTITMFS HOLDINGS, INCE Control
BOLD, ADAM, STUARTITMFS HOLDINGS, INCE Control
BOLD, ADAM, STUARTIADAM S. BOLD TRUSTE Control
BOLD, ADAM, STUARTITMFS HOLDINGS, INCE Control
BOLD, ADAM, STUARTITMFS HOLDINGS, INCE Control
BOLD, ADAM, STUARTITMFS HOLDINGS, INCE Control
BOLD, ADAM, STUARTIADAM S. BOLD TRUSTE Control
BOLD, ADAM, STUARTITMFS HOLDINGS, INCE Control
BOLD, ADAM, STUARTITMFS HOLDINGS, INCE Control
BOLD, ADAM, STUARTITMFS HOLDINGS, INCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
KANSAS CITY 727 ACQUISITION, LLCDETMFS HOLDINGS, LLCE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
WARBURG PINCUS PRIVATE EQUITY X, L.P.DEKANSAS CITY 727 ACQUISITION CORPORATIONE Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
KANSAS CITY 727 ACQUISITION CORPORATIONDEKANSAS CITY 727 ACQUISITION, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control
TMFS HOLDINGS, INCDETMFS HOLDINGS, LLCD Control

Registrations

Federal

IA
Oct 12, 2012 REGISTERED

Notice Filings (6)

CA KS NV OR TX WA

Address

7301 COLLEGE BOULEVARD
SUITE 220
OVERLAND PARK, KS 66210
United States
Phone: 913-319-8100