Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / C•••• P••• F••••

C•••• P••• F••••

no current role on recordIL
0 current roles2 former roles0 attributed deals (0 confirmed)0 current board seats
Roles
0 current, 2 former
Transactions naming this person
0
No transaction naming this person has been collected yet.
Portfolio investments attributed to this person
0
No portfolio investment is attributed to this person yet.
Board seats
0
No board seat collected for this person yet.
Events
3
  1. Jan 19, 2017
    C•••• P••• F•••• (Chief Financial Officer) no longer on Schedule A of B•• A•••• M••••••••• C••••
    Person left SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
  2. Dec 19, 2016
    C•••• P••• F•••• (Chief Financial Officer) no longer on Schedule A of BMO Family Office, LLC
    Person left SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
  3. Jul 1, 2013
    C•••• P••• F•••• joined Schedule A of B•• A•••• M••••••••• C•••• as Chief Financial Officer
    Person joined SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)