UDON RIA SUB LLC
Legal name: FOLLOW RIA
CRD #318724 SEC #801-124816 SAN FRANCISCO, CA 707- 563-1896
SEC Registered
Total AUM
$31.3K
Discretionary
$31.3K
Employees
3
Clients
--
Accounts
90
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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLE, MILES, JOSEPH | I | GENERAL MANAGER OF UDON LABS, INC. | NA | Control |
| COLE, MILES, JOSEPH | I | GENERAL MANAGER OF UDON LABS, INC. | NA | Control |
| COLE, MILES, JOSEPH | I | GENERAL MANAGER OF UDON LABS, INC. | NA | Control |
| Field, Manning, Reynolds | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Field, Manning, Reynolds | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Field, Manning, Reynolds | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Field, Manning, Reynolds | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Field, Manning, Reynolds | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Field, Manning, Reynolds | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HEATH, JOHN, HAMMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEATH, JOHN, HAMMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, LESLEY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Turner, Benjamin, Linford | I | CHIEF OPERATIONS OFFICER | NA | Control |
| UDON LABS, INC. | DE | MEMBER | NA | Control |
| YEOH, NATASHA, MICHELLE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YEOH, NATASHA, MICHELLE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| UDON LABS, INC. | DE | MEMBER | E | Control |
| UDON LABS, INC. | DE | MEMBER | E | Control |
| UDON LABS, INC. | DE | MEMBER | E | Control |
| UDON LABS, INC. | DE | MEMBER | E | Control |
| UDON LABS, INC. | DE | MEMBER | E | Control |
| UDON LABS, INC. | DE | MEMBER | E | Control |
| UDON LABS, INC. | DE | MEMBER | E | Control |
| UDON LABS, INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| ABRAHAM, JACK, PHILLIP | I | F41 INVESTMENTS, LLC | E | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| F41 INVESTMENTS, LLC | DE | UDON LABS, INC. | D | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| COLE, MILES, JOSEPH | I | UDON LABS, INC. | C | Control |
| Field, Manning, Reynolds | I | UDON LABS, INC. | C | Control |
| Field, Manning, Reynolds | I | UDON LABS, INC. | C | Control |
| Field, Manning, Reynolds | I | UDON LABS, INC. | C | Control |
| Field, Manning, Reynolds | I | UDON LABS, INC. | C | Control |
| Field, Manning, Reynolds | I | UDON LABS, INC. | C | Control |
| Field, Manning, Reynolds | I | UDON LABS, INC. | C | Control |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Notice Filings (52)
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Address
1 LETTERMAN DR C3500BUILDING C
SAN FRANCISCO, CA 94129
United States
Phone: 707- 563-1896