CARDINAL STUDENT HOUSING I ADVISOR, LLC
CRD #301584 SEC #801-116742 DENVER, CO 303-407-4500
SEC Registered Private Funds
Total AUM
$260.2M
Discretionary
$0
Employees
26
Clients
--
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| O'BRIEN, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| O'BRIEN, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| O'BRIEN, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| O'BRIEN, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| O'BRIEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BRIEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BRIEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BRIEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BRIEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BRIEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BRIEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| DE WINDT, DEL | I | OWNER | C | Control |
| DE WINDT, DEL | I | OWNER | C | Control |
| DE WINDT, DEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DE WINDT, DEL | I | OWNER | C | Control |
| DE WINDT, DEL | I | OWNER | C | Control |
| DE WINDT, DEL | I | OWNER | C | Control |
| DE WINDT, DEL | I | OWNER | C | Control |
| FRANK, JAMES, ERIC | I | CHIEF INVESTMENT OFFICER/ CHIEF EXECUTIVE OFFICER | C | Control |
| FRANK, JAMES, ERIC | I | CHIEF INVESTMENT OFFICER/ CHIEF EXECUTIVE OFFICER | C | Control |
| FRANK, JAMES, ERIC | I | CHIEF INVESTMENT OFFICER | C | Control |
| FRANK, JAMES, ERIC | I | CHIEF INVESTMENT OFFICER/ CHIEF EXECUTIVE OFFICER | C | Control |
| FRANK, JAMES, ERIC | I | CHIEF INVESTMENT OFFICER/ CHIEF EXECUTIVE OFFICER | C | Control |
| FRANK, JAMES, ERIC | I | CHIEF INVESTMENT OFFICER/ CHIEF EXECUTIVE OFFICER | C | Control |
| FRANK, JAMES, ERIC | I | CHIEF INVESTMENT OFFICER/ CHIEF EXECUTIVE OFFICER | C | Control |
| LUKER, JASON | I | CHIEF FINANCIAL OFFICER | C | Control |
| LUKER, JASON | I | CHIEF FINANCIAL OFFICER | C | Control |
| LUKER, JASON | I | CHIEF FINANCIAL OFFICER | C | Control |
| LUKER, JASON | I | CHIEF FINANCIAL OFFICER | C | Control |
| LUKER, JASON | I | CHIEF FINANCIAL OFFICER | C | Control |
| LUKER, JASON | I | CHIEF FINANCIAL OFFICER | C | Control |
| LUKER, JASON | I | CHIEF FINANCIAL OFFICER | C | Control |
| O'BRIEN CARDINAL HOLDINGS 937 LLC | DE | SHAREHOLDER | C | Control |
| O'BRIEN CARDINAL HOLDINGS 937 LLC | DE | SHAREHOLDER | C | Control |
| O'BRIEN CARDINAL HOLDINGS 937 LLC | DE | SHAREHOLDER | C | Control |
| O'BRIEN CARDINAL HOLDINGS 937 LLC | DE | SHAREHOLDER | C | Control |
| O'BRIEN, ALEX | I | CHIEF OPERATING OFFICER | B | Control |
| O'BRIEN, ALEX | I | CHIEF OPERATING OFFICER | B | Control |
| O'BRIEN, ALEX | I | CHIEF FINANCIAL OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| O'BRIEN, ALEX | I | O'BRIEN CARDINAL HOLDINGS 937 LLC | E | Control |
| O'BRIEN, ALEX | I | O'BRIEN CARDINAL HOLDINGS 937 LLC | E | Control |
| O'BRIEN, ALEX | I | O'BRIEN CARDINAL HOLDINGS 937 LLC | E | Control |
| O'BRIEN, ALEX | I | O'BRIEN CARDINAL HOLDINGS 937 LLC | E | Control |
Registrations
Federal
IA
Mar 29, 2022 REGISTERED
Notice Filings (2)
CA CO
Address
4100 EAST MISSISSIPPI AVENUEFLOOR 15
DENVER, CO 80246
United States
Phone: 303-407-4500