← NIEDERAUER, DUNCAN, LEIGHOwnerMANAGING PARTNER, ownership code NA, individual
Nov 14, 2018 to Oct 30, 2024factForm ADV
← BROWN, ROBERT, PAULOwnerMANAGING PARTNER, ownership code NA, individual
Jan 27, 2023 to Oct 30, 2024factForm ADV
← GORCZYNSKI, BRIAN, JAMESOwnerMANAGING PARTNER, CCO, ownership code NA, individual
Aug 30, 2021 to Oct 30, 2024factForm ADV
← SWIFT, RICHARD, JOSEPHOwnerMANAGING PARTNER, ownership code NA, individual
Mar 28, 2024 to Oct 30, 2024factForm ADV
← FASSNACHT, MATTHEW, DOwnerMANAGING PARTNER, ownership code NA, individual
Jan 27, 2023 to Oct 30, 2024factForm ADV
← GROSSMAN, JACOBOwnerMANAGING PARTNER, ownership code NA, individual
Jan 27, 2023 to Oct 30, 2024factForm ADV
← ARYA, VIBHAW, KUMAROwnerCHIEF WEALTH OFFICER, ownership code NA, individual
Aug 14, 2024 to Oct 30, 2024factForm ADV
← BUSHERY, GLEN, MOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 31, 2022 to Oct 30, 2024factForm ADV
← TRANSCEND CAPITAL HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Mar 28, 2024 to Oct 30, 2024factForm ADV