RIA Intelligence

ULTRA CAPITAL, LLC

CRD #281117 SEC #801-107851 SAN FRANCISCO, CA 415-985-2200
SEC Registered
Total AUM
--
Discretionary
--
Employees
20
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 12, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRENNAN, WILLIAM, SHAWNIMANAGING DIRECTORNA
BRENNAN, WILLIAM, SHAWNIMANAGING DIRECTORNA
COPELAND, IAN, (NMN)IMANAGING DIRECTORNA
Copeland, IanIMANAGING DIRECTORNA
DAVIS, STEPHANIE, STRIDICHIEF COMPLIANCE OFFICERNA
DAVIS, STEPHANIE, STRIDICHIEF COMPLIANCE OFFICERNA
KLEIN, ANDREW, DOUGLASIMANAGING MEMBERC Control
KLEIN, ANDREW, DOUGLASIMANAGING MEMBERC Control
SENJA HOLDINGS LLCDEDIRECT OWNERC Control
SENJA HOLDINGS LLCDEDIRECT OWNERC Control
VAN DER MEER, ROLAND, AIMANAGING MEMBERC Control
VAN DER MEER, ROLAND, A (MI ONLY)IMANAGING MEMBERC Control
COZAD INVESTMENTS LPDEDIRECT OWNERB
COZAD INVESTMENTS LPDEDIRECT OWNERB
KIMBERLIN LLCDEDIRECT OWNERB
KIMBERLIN LLCDEDIRECT OWNERB
BROWN, NICK, JOHNIDIRECT OWNERA
BROWN, NICK, JOHNIDIRECT OWNERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
COZAD, JEFFREY, ALLEYICOZAD INVESTMENTS LPE Control
COZAD, JEFFREY, ALLEYICOZAD INVESTMENTS LPE Control
JANSEN, ERIK, WILLEMISENJA HOLDINGS LLCD Control
JANSEN, ERIK, WILLEMISENJA HOLDINGS LLCD Control
JANSEN, LUCIA DISENJA HOLDINGS LLCD
JANSEN, LUCIA D (MI ONLY)ISENJA HOLDINGS LLCD

Registrations

Federal

IA
May 12, 2016 REGISTERED

Notice Filings (2)

CA PA

Address

473 JACKSON STREET
3RD FLOOR
SAN FRANCISCO, CA 94111
United States
Phone: 415-985-2200