This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

SEC number

801-126056

CRD

322046

Filings on the tape

2

First filed

Jun 9, 2022

Latest filed

Sep 13, 2022

Organised

Limited Partnership, Delaware

• Occurred

  Sep 13, 2022
  Control person joined

  William Lawrence Kubin (Chief Compliance Officer) appeared on Schedule A of Issachar Technologies Lp

  Form ADVobserved 5 days ago
• Occurred

  Sep 13, 2022
  Control person left

  Earl Gregory Ambrosia (Chief Compliance Officer) no longer on Schedule A of Issachar Technologies Lp (listed 2022-06-09, absent 2022-09-13)

  Form ADVobserved 5 days ago
• Occurred

  Jun 9, 2022
  First Form ADV filing

  Issachar Technologies Lp filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:31d494f9-9aaa-195e-9e5b-701b678e8136

First observed

Jun 9, 2022

Last observed

Sep 13, 2022 48 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.