TR
Toan, Robert, Winthrop
CRD 6000419
Firms
No current firm registrations on file.
Ownership stakes
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Triplepoint Advisers Llc
Manager · GP / trustee / elected manager · Aug 2024
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Intervest Capital Partners Llc
Chairman And Director · Less than 5% · Jul 2024
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Intervest Capital Partners Llc
Manager · GP / trustee / elected manager · Jul 2024
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Oxford Finance Advisors, Llc
Manager · GP / trustee / elected manager · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗