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TWO WEST FINANCIAL PARTNERS LLC, CRD 226669
OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERGMAN, BRADLEY, ANTHONY | PRESIDENT, DIRECTOR, CHAIRMAN OF THE BOARD OF MTC HOLDING CORPORATION (A MEMBER OF TWO WEST FINANCIAL PARTNERS LLC) | D | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| BERGMAN, BRADLEY, ANTHONY | Manager | Na | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| BERKLEY, STUART, CARLTON | MEMBER/MANAGER | B | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| CUSHENBERY, JOHN, VERNON | MEMBER, MANAGER OF RAM VENTURES LLC (A MEMBER OF TWO WEST FINANCIAL PARTNERS LLC) | C | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| CUSHENBERY, JOHN, VERNON | MANAGER/CHIEF COMPLIANCE OFFICER | Na | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| MTC HOLDING CORPORATION | Member | C | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| PERRY, STACEY, DEAN | Manager | Na | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| RAM VENTURES LLC | Member | C | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| RINK, RYAN, KENT | Manager | Na | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| RINK, RYAN, KENT | MEMBER, MANAGER OF RAM VENTURES LLC (A MEMBER OF TWO WEST FINANCIAL PARTNERS LLC) | C | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| UNGASHICK, MARKO, DAMIAN | Manager | Na | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| UNGASHICK, MARKO, DAMIAN | MEMBER, MANAGER OF RAM VENTURES LLC (A MEMBER OF TWO WEST FINANCIAL PARTNERS LLC) | C | yes | 08/2015 | Sep 4, 2015 | Apr 14, 2016 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC | n/a | Institutional manager | $3.9B | Y | yes | n/a |
| FINANCIAL COUNSELORS INC | n/a | Other adviser | $1.5B | Y | yes | n/a |
| MIDWEST TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Mar 3, 2016 | $0 | $0 | 4 | 4 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2015 | $0 | n/a | n/a | n/a | n/a | 4 | n/a | n/a | n/a |