Morrow, James, Stuart

Ownership stakes

• Rand Capital Management Llc
  Co Owner · 75% or more · Oct 2024
• Manning & Napier Advisors, Llc
  Owner · 75% or more · Sep 2024
• Callodine Credit Management, Llc
  Co Owner · 75% or more · Sep 2024
• Callodine Capital Management, Lp
  Chief Executive Officer/Chief Investment Officer · Less than 5% · Jun 2024
• Callodine Capital Management, Lp
  Co Owner · 75% or more · Jun 2024
• Thorofare, Llc
  Member · 75% or more · Mar 2024
• Rainier Investment Management Llc
  Owner · 75% or more · Mar 2024

From Form ADV Schedule A/B filings.

Source

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