INTEGRATED WEALTH CONCEPTS LLC
CRD #284656 SEC #801-108179 WALTHAM, MA (781) 890-3045
SEC Registered
Total AUM
$16.4B
Discretionary
$16.4B
Employees
455
Clients
--
Accounts
52,770
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 112
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CARLSON, KRISTI, LEE | I | CHIEF FINANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Donnelly, Kathleen, Lee | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| Frament, Caitlyn, E | I | DIRECTOR OF BUSINESS PROCESS OPTIMIZATION | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KOLANO, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| MOHR, ANDREE, NICOLE | I | PRESIDENT | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWARTZ, ANN, LAMONTAGNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SAGANEY, PAUL, ANTON | I | PRESIDENT AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | PRESIDENT AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | PRESIDENT AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | PRESIDENT AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | PRESIDENT AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | PRESIDENT AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | PRESIDENT AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | PRESIDENT AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| SAGANEY, PAUL, ANTON | I | MEMBER AND FOUNDER | E | |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| CATALDO, JOHN, GENNARO | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (51)
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 VT WA WI WV
Address
200 5TH AVENUE4TH FLOOR
WALTHAM, MA 02451
United States
Phone: (781) 890-3045