Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-02-06 | Amended | $89,307,108 | Unknown | Equity Only | SEC link | |
| 2025-02-07 | Amended | $89,307,108 | $500,000 | Equity Only | 06b 3C 3C.7 | SEC link |
| 2024-10-10 | Amended | $88,807,108 | $1,500,000 | Equity Only | 06b 3C 3C.7 | SEC link |
| 2024-01-04 | Amended | $87,307,108 | $5,050,000 | Equity Only | 06b 3C 3C.7 | SEC link |
| 2023-01-04 | Amended | $82,257,108 | $16,050,000 | Equity Only | 06b 3C 3C.7 | SEC link |
| 2022-01-04 | Amended | $66,207,108 | $8,262,108 | Equity Only | 06b 3C 3C.1 | SEC link |
| 2021-01-04 | Amended | $57,945,000 | $17,215,000 | Equity Only | 06b 3C 3C.1 | SEC link |
| 2020-01-03 | New | $40,730,000 | $40,730,000 | Equity Only | 06b 3C 3C.1 | SEC link |
| Name | Role |
|---|---|
| Adam L. Birenbaum | Executive |
| Gina Bradley | Executive |
| Frank Brochin | Executive |
| Jeannine Caruso | Executive |
| Colony Funds, Llc | Executive, Promoter |
| Terri Feeney | Executive |
| Justin Ferri | Executive |
| Focus Partners Wealth, Llc | Promoter |
| Pier Friend | Executive |
| Robert J. Glovsky | Executive |
| Vincent Gratch | Executive |
| Robert P Inches | Executive |
| Zinovy Iosovich | Executive |
| Brian Katz | Executive |
| Stephen Miller | Executive |
| Michael J. Nathanson | Executive |
| John Paduano | Executive |
| Stephen T. Sadler | Executive |
| Matthew Salotti | Executive |
| Elisabeth L. Talbot | Executive |
| The Colony Group, Llc | Promoter |
| Andrew Vogelstein | Executive |
| John Vogelstein | Executive |