Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

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People / L••••• L••• J••••

L••••• L••• J••••

Role unknownCA
Roles
0 current, 1 past
Investments attributed to this person
0
No investment attributed yet. Attribution needs a source naming this person on the deal: a quote, a board seat, a portfolio page credit.
Board seats and vehicles
0 boards, 0 vehicles
None on record.
Timeline
2
  1. Jun 22, 2018
    L••••• L••• J•••• (Chief Compliance Officer) no longer on Schedule A of R•••••••• S••••••• Wealth Management, LLC
    Person left Inference SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Feb 1, 2018
    L••••• L••• J•••• joined Schedule A of R•••••••• S••••••• Wealth Management, LLC as Chief Compliance Officer
    Person joined Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)