RIA Intelligence

MOSAIC INVESTMENT PARTNERS, INC.

CRD #168803 SEC #802-78830 SAN JUAN, PR 787-722-2240
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
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Latest Filing
Feb 1, 2017
Branch Offices
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Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHARLEY-GEISSLER, LEIGH, ALLISONICCONA Control
CHARLEY-GEISSLER, LEIGH, ALLISONICCONA Control
UMSTEAD, RICHARD, SCOTTICHIEF COMPLIANCE OFFICERNA Control
UMSTEAD, RICHARD, SCOTTICHIEF COMPLIANCE OFFICERNA Control
UMSTEAD, RICHARD, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
WEISS, DAVID, AARONIDIRECTOR AND SECRETARYNA Control
WEISS, DAVID, AARONIDIRECTOR AND SECRETARYNA Control
WEISS, DAVID, AARONIDIRECTOR AND SECRETARYNA Control
WEISS, DAVID, AARONIDIRECTOR AND SECRETARYNA Control
WEISS, DAVID, AARONIDIRECTOR AND SECRETARYNA Control
WEISS, LEE, DANAIDIRECTOR, PRESIDENT, CFO AND TREASURERNA Control
WEISS, LEE, DANAIDIRECTOR, PRESIDENT, CFO AND TREASURERNA Control
WEISS, LEE, DANAIDIRECTOR, PRESIDENT, CFO, AND TREASURERNA Control
WEISS, LEE, DANAIDIRECTOR, PRESIDENT, CFO, AND TREASURERNA Control
MOSAIC ENTERPRISES, INC.DESHAREHOLDERE Control
MOSAIC ENTERPRISES, INC.DESHAREHOLDERE Control
MOSAIC ENTERPRISES, INC.DESHAREHOLDERE Control
MOSAIC ENTERPRISES, INC.DESHAREHOLDERE Control
MOSAIC ENTERPRISES, INC.DESHAREHOLDERE Control
MOSAIC ENTERPRISES, INC.DESHAREHOLDERE Control
MOSAIC ENTERPRISES, INC.DESHAREHOLDERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
RIVERS, DONALD, PAULIEDRJ 2015 IRREVOCABLE TRUSTF Control
RIVERS, DONALD, PAULIEDRJ 2015 IRREVOCABLE TRUSTF Control
EDRJ 2015 IRREVOCABLE TRUSTDEMOSAIC ENTERPRISES INCE Control
EDRJ 2015 IRREVOCABLE TRUSTDEMOSAIC ENTERPRISES INCE Control
WEISS, LEE, DANAIMOSAIC ENTERPRISES, INC.E Control
WEISS, LEE, DANAIMOSAIC ENTERPRISES, INC.E Control
WEISS, LEE, DANAIMOSAIC ENTERPRISES, INC.E Control
WEISS, LEE, DANAIMOSAIC ENTERPRISES, INC.E Control
WEISS, LEE, DANAIMOSAIC ENTERPRISES, INC.E Control

Registrations

Federal

ERA
Feb 1, 2017 REGISTERED

Address

151 CALLE SAN FRANCISCO
SAN JUAN, PR 00901
United States
Phone: 787-722-2240