LM
Lacoff, Martin, Shepard
CRD 300246
Firms
No current firm registrations on file.
Ownership stakes
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Belpointe Asset Management Llc
Trustee · GP / trustee / elected manager · Sep 2024
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Collaborative Fund Advisors, Llc
Trustee · GP / trustee / elected manager · May 2024
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Fund Asset Managers, 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 ↗