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CRD 157355
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GALLATIN INVESTMENTS LLC | Real Estate Fund | $350M | Sep 20, 2012 | 4 | Feb 10, 2012 | reported | n/a |
| PATRIOT INVESTMENTS LLC | Real Estate Fund | $154M | Sep 20, 2012 | 5 | Feb 10, 2012 | reported | n/a |
| FORCAP INVESTMENTS LP | Real Estate Fund | $74.3M | Sep 20, 2012 | 14 | Feb 10, 2012 | reported | 021-52743 |
| GROUSE PEAK LLC | Real Estate Fund | $12.4M | Sep 20, 2012 | 5 | Feb 10, 2012 | reported | 021-54074 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COLGAN, THOMAS, JOHN | Shareholder | D | yes | 04/1994 | Feb 10, 2012 | Sep 20, 2012 |
| DONEGAN, MATTHEW, WILLIAM | CO-PRESIDENT AND MEMBER | C | yes | 06/2000 | Feb 10, 2012 | Sep 20, 2012 |
| JONES, SCOTT, RICHARD | CO-PRESIDENT AND MEMBER | C | yes | 06/2000 | Feb 10, 2012 | Sep 20, 2012 |
| LAUTENSCHLEGER, JOAN | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | Na | yes | 03/2005 | Feb 10, 2012 | Sep 20, 2012 |
| WAGNER FOREST MANAGEMENT, INC. | Member | E | yes | 06/2000 | Feb 10, 2012 | Sep 20, 2012 |
| TSUNAMI HOLDINGS LLC | Member | B | no | 06/2000 | Feb 10, 2012 | Sep 20, 2012 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FCP BROKERAGE LLC | n/a | n/a | n/a | Y | no | n/a |
| FORCAP MANAGEMENT LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Portland | Or | United States | n/a | no |