Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-09 | Amended | $28,020,000 | $400,000 | Other | 06b 3C 3C.1 | SEC link |
| 2025-03-13 | Amended | $27,620,000 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2024-11-19 | Amended | $27,620,000 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2019-09-18 | Amended | $28,020,000 | $14,970,000 | Other | 06b 3C 3C.1 | SEC link |
| 2018-06-20 | New | $12,650,000 | $12,650,000 | Other | 06b 3C 3C.1 | SEC link |
| Name | Role |
|---|---|
| Mark Burton | Executive |
| N/A N/A Focus Partners Wealth, Llc | Executive |
| Brendan W Lake | Executive |
| Patrick Nolan | Executive |
| N/A N/A Ppb Gratus Pre Mgt, Llc | Executive |
| Adam Stern | Executive |
| N/A N/A The Colony Group, Llc | Executive |