RIA Intelligence

KERSHNER STRATEGIC OPPORTUNITY ADVISORS, LLC

CRD #309646 SEC #801-119281 AUSTIN, TX (512) 439-8172
SEC Registered
Total AUM
$168.1M
Discretionary
$0
Employees
10
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KERSHNER, ANDREW, SCOTICEONA Control
KERSHNER, ANDREW, SCOTICEONA Control
KERSHNER, ANDREW, SCOTICEONA Control
KERSHNER, ANDREW, SCOTICEONA Control
SANDERSON, JON, BRIANICFO & SECRETARY TREASURERNA Control
SANDERSON, JON, BRIANICFO & SECRETARY TREASURERNA Control
SANDERSON, JON, BRIANICFO & SECRETARY TREASURERNA Control
SANDERSON, JON, BRIANICFO & SECRETARY TREASURERNA Control
TOLLEMACHE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
TOLLEMACHE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
TOLLEMACHE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
TOLLEMACHE, ANDREWICHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONSNA Control
YOUNG, SHAYNE, LOUISIVICE PRESIDENTNA Control
YOUNG, SHAYNE, LOUISIVICE PRESIDENTNA Control
YOUNG, SHAYNE, LOUISIVICE PRESIDENTNA Control
YOUNG, SHAYNE, LOUISIVICE PRESIDENTNA Control
KERSHNER TRADING GROUP, LLCDEOWNERE Control
KERSHNER TRADING GROUP, LLCDEOWNERE Control
KERSHNER TRADING GROUP, LLCDEOWNERE Control
KERSHNER TRADING GROUP, LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
GRAF, SUSAN, HARRIETTITHE ANDREW S. KERSHNER TRUSTF Control
GRAF, SUSAN, HARRIETTITHE ANDREW S. KERSHNER TRUSTF Control
GRAF, SUSAN, HARRIETTITHE ANDREW S. KERSHNER TRUSTF Control
GRAF, SUSAN, HARRIETTITHE ANDREW S. KERSHNER TRUSTF Control
KERSHNER, ANDREW, SCOTITHE ANDREW S. KERSHNER TRUSTF Control
KERSHNER, ANDREW, SCOTITHE ANDREW S. KERSHNER TRUSTF Control
KERSHNER, ANDREW, SCOTITHE ANDREW S. KERSHNER TRUSTF Control
KERSHNER, ANDREW, SCOTITHE ANDREW S. KERSHNER TRUSTF Control
OVERUNDER, LLCDEKERSHNER TRADING GROUP, LLCE Control
OVERUNDER, LLCDEKERSHNER TRADING GROUP, LLCE Control
OVERUNDER, LLCDEKERSHNER TRADING GROUP, LLCE Control
OVERUNDER, LLCDEKERSHNER TRADING GROUP, LLCE Control
THE ANDREW S. KERSHNER TRUSTDEOVERUNDER, LLCE Control
THE ANDREW S. KERSHNER TRUSTDEOVERUNDER, LLCE Control
THE ANDREW S. KERSHNER TRUSTDEOVERUNDER, LLCE Control
THE ANDREW S. KERSHNER TRUSTDEOVERUNDER, LLCE Control

Registrations

Federal

IA
Mar 31, 2023 REGISTERED

Notice Filings (1)

TX

Address

1825-B, KRAMER LANE
SUITE 200
AUSTIN, TX 78758
United States
Phone: (512) 439-8172