NATSOURCE ASSET MANAGEMENT LLC
CRD #145911 SEC #801-68694 NEW YORK, NY 212-232-5300
SEC Registered
Total AUM
$369.3M
Discretionary
$271.3M
Employees
--
Clients
0
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 17, 2008
- 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 |
|---|---|---|---|---|
| COGEN, JACK, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COGEN, JACK, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KIRSHENBAUM, ALAN, JAY | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| KIRSHENBAUM, ALAN, JAY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ROSENZWEIG, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| ROSENZWEIG, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| TAYLOR, DOUGLAS, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NATSOURCE HOLDINGS LLC | DE | MEMBER | E | Control |
| NATSOURCE HOLDINGS LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NATSOURCE LLC | DE | NATSOURCE HOLDINGS LLC | E | Control |
| NATSOURCE LLC | DE | NATSOURCE HOLDINGS LLC | E | Control |
| BLUE NATSOURCE HOLDING COMPANY, INC. | DE | NATSOURCE LLC | D | Control |
| BLUE NATSOURCE HOLDING COMPANY, INC. | DE | NATSOURCE LLC | D | Control |
| COGEN, JACK, DAVID | I | BLUE NATSOURCE HOLDING COMPANY, INC. | C | Control |
Registrations
Federal
IA
Jan 17, 2008 REGISTERED
Notice Filings (1)
NY
Address
100 WILLIAM STREETSUITE 2005
NEW YORK, NY 10038
USA
Phone: 212-232-5300