Fleming, Gregory, James

Ownership stakes

• Northleaf Capital Advisors Ltd.
  Trustee · GP / trustee / elected manager · Dec 2024
• Empower Advisory Group, Llc
  Trustee · GP / trustee / elected manager · Oct 2024
• Rockefeller & Co. Llc
  President & Chief Executive Officer · Less than 5% · Oct 2024
• Panagora Asset Management Inc
  Trustee · GP / trustee / elected manager · Oct 2024
• Performance Equity Management, Llc
  Trustee · GP / trustee / elected manager · Oct 2024
• Empower Capital Management, Llc
  Trustee · GP / trustee / elected manager · Aug 2024
• Millennium Management Llc
  Trustee · GP / trustee / elected manager · Jul 2024
• Keyridge Asset Management Limited
  Trustee · GP / trustee / elected manager · Jun 2024
• Power Sustainable Manager Us, Inc.
  Family Trustee · GP / trustee / elected manager · May 2024
• Mackenzie Investments Asia Limited
  Trustee · GP / trustee / elected manager · May 2024
• Sagard Holdings Manager Lp
  Trustee · GP / trustee / elected manager · Apr 2024
• Everwest Advisors Llc
  Trustee · GP / trustee / elected manager · Mar 2024
• Mackenzie Investments Corporation
  Trustee · GP / trustee / elected manager · Mar 2024
• Mackenzie Investments Europe Limited
  Trustee · GP / trustee / elected manager · Mar 2024
• Sagard Holdings Manager (Us) Llc
  Trustee · GP / trustee / elected manager · Mar 2024
• Mackenzie Financial Corporation
  Trustee · GP / trustee / elected manager · Mar 2024
• Halseypoint Asset Management, Llc
  Trustee · GP / trustee / elected manager · Mar 2024

From Form ADV Schedule A/B filings.

Source

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