WM
Williamson, Mark, Neville
CRD 6028033
Firms
No current firm registrations on file.
Ownership stakes
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Ballentine Partners, Llc
Elected Manager · Less than 5% · Dec 2024
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Calera Capital Advisors, Lp
Managing Partner · 25% – 50% · Mar 2024
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Calera Capital Advisors, Lp
Co President · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗