Lee, Jonathan, David

Ownership stakes

• Em Advisor, Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Siddhi Capital, Llc
  Chief Compliance Officer · Less than 5% · May 2024
• Stackwell Capital Advisers, Llc
  Chief Compliance Officer · Less than 5% · Apr 2024
• Ce Investment Management, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• The Midway Group, L.P.
  Chief Compliance Officer · Less than 5% · Mar 2018

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗