FOUNTAINHEAD MULTI-FAMILY OFFICE, LLC
CRD #332017 SEC #801-131066 NEW CANAAN, CT 917-617-7149
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 7, 2024
- 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 |
|---|---|---|---|---|
| HALPERN, JOSEPH | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | NA | Control |
| BFH MFO HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRIEDMAN, SCOTT, ISAAC | I | THE SCOTT I. FRIEDMAN FAMILY TRUST | F | Control |
| CIZMECI, DAGLAR | I | NEW DYNAMIC COMPANY HOLDINGS, LLC | E | Control |
| NEW DYNAMIC COMPANY HOLDINGS, LLC | DE | ADALIA CAPITAL, LLC | E | Control |
| THE SCOTT I. FRIEDMAN FAMILY TRUST | DE | AIMDAVIS VENTURES, LLC | E | Control |
| ADALIA CAPITAL, LLC | DE | BINNACLE MFO FUNDING, LLC | C | Control |
| AIMDAVIS VENTURES, LLC | DE | BINNACLE MFO FUNDING, LLC | C | Control |
| BINNACLE MFO FUNDING, LLC | DE | BFH MFO HOLDINGS, LLC | C | Control |
| FH MFO, LLC | DE | BFH MFO HOLDINGS, LLC | C | Control |
| HALPERN, JOSEPH | I | FH MFO, LLC | C | Control |
| ROCK, MARC, BRUCE | I | FH MFO, LLC | C | Control |
Registrations
Federal
IA
Aug 7, 2024 REGISTERED
Notice Filings (1)
CT
Address
76 ELM STREETSUITE 200
NEW CANAAN, CT 06840
United States
Phone: 917-617-7149