Sheppard Pratt Investment Inc
EIN 521388935 · 501(c)(3) · Public charity · Baltimore, MD · recognized 1985
- Assets
- $160M
- Revenue
- $1.8M
- Expenses
- $467K
- Investment income
- $1.8M
Form 990 fiscal year ended 06/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Strategic Investment Management, Llc CRD 104862 | deterministic · 100% | 06/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Strategic Investment Management | Investment services | $512,570 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Harsh Trivedi Md Mba | President & ceo | $1,534,067 | $52,957 |
| Kelly Savoca | Svp & cfo | $653,385 | $2,957 |
| Michelle Brandenburg | Chairperson | $0 | $0 |
| James Hannan | Vice chairperson | $0 | $0 |
| Joshua Kakel | Vice chairperson | $0 | $0 |
| Margaret Allen | Trustee | $0 | $0 |
| Thomas Bonvissuto | Trustee | $0 | $0 |
| Wyatt Lee | Trustee | $0 | $0 |
| William Paternotte | Trustee | $0 | $0 |
| David Saunders | Trustee | $0 | $0 |