hein park capital management

Hein Park Capital Management Lp does not have any disclosures. NEW YORK, NY Hein Park Capital Management LP is an investment management firm founded in 2019, focused on distressed debt/credit. HEIN PARK CAPITAL MANAGEMENT LP View latest Form ADV filed Part 2 Brochures The adviser's REGISTRATION status is listed below. 4 min read UK DISCLOSURE, Oct. 08, 2020 (GLOBE NEWSWIRE) -- FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH. Firms can sometimes charge customers using non-traditional fee structures. the MV of securities sold, whichever is less, Occasionally, advisors earn commissions from selling financial products, such as securities or insurance Billionaire Hedge Funds Warren Buffett Berkshire Hathaway $293,447,417,000 David Einhorn Greenlight Capital $1,491,303,000 George Soros Soros Fund Management $5,416,602,000 Jim Simons. Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry. SmartAsset does not Their last reported 13F filing for Q3 2022 included $355,536,000 in managed 13F securities Recently attained his CFP designation. rather than a long-term advisor. Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. Rates typically range from $100-$300 per hour, depending on the complexity 24 years of financial services experience This will schedule a job to export all requested 13f holdings data for this filer. In 2017, Clint established a business partnership with two long-time, Madison based businesses, The Park Bank and Hausmann Group, where he currently serves as the President and CEO of Park Capital Management, LLC. These reports are called 13F reports. Performance numbers calculated through 2022-11-14. This is a rare relationship because all three organizations are independent, but share a common goal of finding the best solution for clients. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE. to find your advisor matches today. Deloitte & Touche LLP. Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Hein Park Capital Management LP, which include data from David Ingles and Yvonne Man bring you the latest news and analysis to get you ready for the trading day. Hein Park Capital Management LP. Profile content is produced by SmartAsset independently of any Alyssa works most closely with Clint, simplifying his busy days as President. from 0.50%-2.00% of AUM annually. The firm focuses on global n credit and distressed credit assets and strategies. 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports. Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Hein Park Capital Management LP, as well as holding map, Diane and her husband enjoy traveling and spending time at their home in northern Wisconsin, and always making a point to spoil her grandchildren. Click here to find your advisor matches today. FINRA. 5-min read UK DISCLOSURE, Nov. 20, 2020 (GLOBE NEWSWIRE) -- FORM 8.3 PUBLIC. The current portfolio value is calculated to be $232.00 Mil. 1. Request a demo for full access to this profile. With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers. Please visit its 4 min read UK DISCLOSURE, Oct. 08, 2020 (GLOBE NEWSWIRE) -- FORM 8.3. There are no guarantees that working with an adviser will yield positive returns. She enjoys being challenged by the unique questions that often arise during financial reviews with advisors and finds great satisfaction in helping to find the answer for the client. business relationships that might exist between SmartAsset and the named financial professional and Life and Health Insurance Licensed Cameron prides himself in his personal wealth management and comprehensive financial planning skills. All Rights Reserved. (c) Name of offeror/offeree in relation to whose relevant securities this form relates: (c) Name of offeror/offeree in relation to whose relevant securities this form relates: Use a separate form for each offeror/offeree. containing a link to download the .zip file of the CSV file(s) you requested. Address: 888 7TH Ave FL 41 New York, NY, 10106-4399 United States Phone: Website: www.heinparkcapital.com Year Started: Unlock full sales materials and reports Dynamic search and list-building capabilities Real-time trigger alerts Comprehensive company profiles Valuable research and technology reports Get a D&B Hoovers Free Trial This can be Hein Park Investors LP Filings. Compare other investors . is registered with the U.S. Securities and Exchange Commission as an investment adviser. 888 7th Avenue; 41st Floor; New York, NY 10019; United States Clint lives in Madison with his wife (JoAnna) and two daughters (Brianna and Reagan), two cats, and one dog. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. for Q3 2022: Percentage of assets under management,PERFORMANCE-BASED ALLOCATION, CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER, MEMBER HEIN PARK CAPITAL MANAGEMENT GP LLC, MANAGER & MEMBER HEIN PARK CAPITAL MANAGEMENT GP LLC, MANAGING MEMBER HEIN PARK CAPITAL MANAGEMENT GP LLC. Find More Contacts for Hein Park Capital Management LP, Edit Lists Featuring This Company Section, Hedge-Fund Launches Pick Up Despite Covid-19 Pandemic, Jonathan Soros is pumping $300 million into a new hedge fund run by one of his father's former portfolio managers, City of New York Companies With More Than 10 Employees (Top 10K), Greater New York Area Companies With More Than 10 Employees (Top 10K), Northeastern US Asset Management Companies. 4 Acadian Asset Management reclassified some of . See this firm's Listen to article. Clint has spent his career dedicated to growing his company, while continuing to guide his clients in all aspects of their financial future. Manage Products and Account Information Support Americas +1 212 318 2000 EMEA +44 20 7330 7500 Asia Pacific +65 6212 1000 Company About Careers Diversity and Inclusion Tech At Bloomberg. KEY INFORMATION(a) Full name of discloser:Hein Park Capital Management LP (b) Owner or controller of interests and short positions disclosed, if different from 1 . in Finance in 1996, Clint spent the next 12 years working as a Financial Consultant at M&I Bank. Dan comes to Park Capital Management with twenty years of experience in the financial services industry. Stock Yards Bank & Trust Co Summit Wealth & Retirement Taylor Asset Management Inc Thomasville National Bank, Thomas White International Ltd Towle & Co. Town & Country Bank & Trust Trustees Of General Electri Trustees Of Princeton Unive Univest Financial Corp. Untitled Investments L.P. Veritas Investment Manageme Veritas Investment Partners W Advisors. You are limited to the prior 8 quarters of 13F filings. Gender. Bloomberg Markets: China Open is the definitive guide to the markets in Hong Kong and on the mainland. who has at least $750,000 under management. You are viewing a preview of this profile. In his spare time, Clint likes to golf, spend time with his family, and sneak some reading in whenever he can. Hein Park Capital Management LP (Hein Park Capital Management) is a Hedge Fund Manager located in New York, NY United States, North America. About 50% of its accounts are represented by non-U.S. persons. You will often see Alyssa in many of the different branches, facilitating the behind the scenes operations of PCM. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. Hein Park Capital Management LP - Asset Management Observer Hein Park Capital Management LP For full access to AMObserver including all jobs, executives, news, AUM, and employee count history subscribe now. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without requiring client permission. All material subject to strictly enforced copyright laws. Hein Park Capital Management is a hedge fund with 4 clients and discretionary assets under management (AUM) of $2,005,701,110 (Form ADV from 2022-03-30). The USPTO has given the HEIN PARK CAPITAL trademark a serial number of 88848895. Specializes in researching, identifying, and analyzing. As a family office, our mission statement is to . False statements or omissions may result in denial of your application, revocation of your registration, or criminal HEIN PARK CAPITAL MANAGEMENT LP Specializes in business management and operations. Find many great new & used options and get the best deals for Palma De Ganda, Valencia, Valencian Community - Iman Magnet at the best online prices at eBay! UK DISCLOSURE, Nov. 20, 2020 (GLOBE NEWSWIRE) -- FORM 8.3PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the "Code")1. This trademark is owned by Hein Park . Seven Eight Capital, L.P. Silver Lake L.L.C. Mr. Ryan Cunningham serves as Partner at Hein Park Capital Management. Bridgewater Associates Request a Preqin Pro demo for full access to all profiles and underlying data. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. policies, or making certain referrals or transactions. In 2002, in an effort to provide the highest level of comprehensive financial planning for his clients, Clint earned the CERTIFIED FINANCIAL PLANNER certification from The College for Financial Planning. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. Hein Park Capital Management Lp is legally registered to serve clients in the state of New York. Fund Details. without subsequent implementation. Form ADV for more details. with the advisor or firm mentioned in this profile. We help Professional Financial Service Providers and Families by effectively increasing portfolio performance and lowering beta. Hein Park Capital Management L - GuruFocus.com GuruFocus Article or News written by insider and the topic is about: Get Your 7-Day Free Trial! His passion lies within analyzing client portfolios and identifying opportunities to improve the potential for returns while controlling risk. Want to see more? Click here Request a demofor full access to this profile. Carson left Soros Fund Management in May after running the firm's distressed-credit book since the beginning of 2016. Hein Park Capital Management Lp is registered in the following states: If you're interested in working with an advisor closer to you, we can help you find one. to work with a remote advisor). Specializes in financial planning and wealth management which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. Fund AUM and Sold ($) 700 560 420 280 140 0 2011 2015 2019 2023. Track your investments 24 hours a day, around the clock from around the world. In Hein Park Capital Management LP's current portfolio as of 2022-09-30, the top 5 holdings are. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. special treatment or consideration in SmartAssets profiles. are not responsible for its accuracy. opening/closing a long/short position,increasing/reducing a long/short position, (c) Stock-settled derivative transactions (including options), (i) Writing, selling, purchasing or varying. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, The Panels Market Surveillance Unit is available for consultation in relation to the Codes disclosure requirements on +44 (0)20 7638 0129. Former Soros Fund Management distressed debt head Courtney Carson has gotten $300 million from Jonathan Soros' JS Capital for his new hedge fund, Hein Park, sources tell Business Insider. Alyssa lives in Fort Atkinson with her dog, Sasha, and enjoys golfing and riding her horse, Chance. calculated in a number of ways but most commonly is charged as a percentage of investment profits. Website https://www.heinparkcapital.com/ Industries Investment Management Company size. Joining Park Capital Management in 2016, Diane brings with her over thirty years of experience in investments, office operations, business management, and financial planning & client management systems. This fee, which is the most common fee type charged by advisors for portfolio management, is based on the Out of its four customers, Hein Park Capital Management Lp's largest client by number of accounts is pooled investment vehicles. Hein Park Capital Management LP: Latest Disclosed Ownership: 1,222,984 shares: Latest Disclosed Value: $ 10,885,000: Hein Park Capital Management LP ownership in HTZ / Hertz Global Holdings Inc. (New) Institutional Ownership: 13F and NPORT Filings. 608-440-8608. Our Clients Want: Effective diversification and exceptional investment exposure, governance and transparency. Founder & Chief Investment Officer, Hein Park Capital Management. After recently attaining his CFP designation, he is eager to put his expertise to use and help you get to where you want to be! POSITIONS OF THE PERSON MAKING THE DISCLOSURE. If there are no such agreements, arrangements or understandings, state none, (b) Agreements, arrangements or understandings relating to options or derivatives, Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state none. Enjoy a 7-Day Free Trial Thru Jan 26, 2023! advisors and firms and matches based on specific criteria (investable assets, geography, and willingness Sovereign Wealth Fund Institute and SWFI are registered trademarks of the Sovereign Wealth Fund Institute. or to simply have an email sent to you whenever we receive a new in to help match you with great personal financial advisors. Pershing Square Capital Management. She has acquired a wealth of knowledge over the years, holding several securities licenses in her previous positions. Karp Capital Management Corp King Street Capital Managem Kingsview Wealth Management Lancaster Investment Manage Landaas & Co wi adv Levin Capital Strategies, L.P. Levy Wealth Management Lonestar Capital Management. Hein Park Capital Management LP (Hein Park Capital Management) is a Hedge Fund Manager located in New York, NY United States, North America. Markets never sleep, and neither does Bloomberg. Shaheen & Associates D Woodline Partners L.P. Woodmont Investment Counsel Zwj Investment Counsel Inc, Stocks and cryptocurrency portfolio tracker. (d) If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree: (e) Date position held/dealing undertaken: For an opening position disclosure, state the latest practicable date prior to the disclosure, (f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer? His focus is to help you achieve your financial goals by working with you to identify, create, and carry out a customized financial plan. Assess how Hein Park Capital Management Lp's management team is paid from their Annual Proxy. Fee types charged by Hein Park Capital Management Lp likely include the following fee types: asset-based or other. Please contribute data. Hein Park Capital Management LP and Ospraie Management share similar industries Save These companies are similar Resource Philadelphia, Pennsylvania, United States 7 Contacts11-50 employees Asset Management Credit Financial Services +1 more Resource is an asset management company that specializes in multifamily real estate and credit investment. Enjoy a 7-Day Free Trial Thru Jan 23, 2023! Morgan Stanley & Co LLC, First Republic Bank, JP Morgan Securities LLC, Goldman Sachs & Co LLC. Fixed fees usually range from $1,000 to $3,000. (b) Rights to subscribe for new securities (including directors and other employee options). You'll typically pay a lower rate the more assets you have under management. For a trust, the trustee(s), settlor and beneficiaries must be named. UK DISCLOSURE, Nov. 23, 2020 (GLOBE NEWSWIRE) -- FORM 8.3PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the "Code")1. Diane manages the day to day office and business systems. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 48342138, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, Praesidium Investment Management Company LLC, (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. Hein Park Capital Management LP did not buy any new stocks in the current portfolio. Hein Park Capital Mgmt. Join to connect Hein Park Capital Management LP . The Park Capital Management team holds various professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Retirement Plan Specialist (CRPS), and Accredited Investment Fiduciary (AIF). Primary Position. http://www.heinparkcapital.com Public disclosures under Rule 8 of the Code must be made to a Regulatory Information Service. 5 Known Decision Makers Follow Bloomberg reporters as they uncover some of the biggest financial crimes of the modern era. W.g. Hein Park Capital - Courtney Carson assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. Bank Julius Baer & Co. Ltd, Beaumont Asset Management, Beaumont Capital Management Birchcreek Wealth Management, Birch Grove Capital L.P. Boston Advisors, Boston Common Asset Management Bristol Gate Capital Partners, Bristol John W & Co Inc ny/ Cahill Financial Advisors Inc. Cahill Wealth Management Capital Investment Services Capital Management Associat Cavalier Investments, Chicago Capital Clear Perspectives Planning, Clearshares Compagnie Lombard Odier Scma, Compass Advisory Corepath Wealth Partners, Coreview Capital Management Crescent Grove Advisors, Crescent Park Management, L.P. Daiwa Securities, Dakota Community Bank & Tru Deprince Race & Zollo Inc, Derbend Asset Management Dsm Capital Partners, Dt Investment Partners Elevation Capital Advisory, Eqt Fund Management S.A. R.l Family Capital Trust Co, Family Cfo Inc Fintrust Capital Advisors, Firestone Capital Management Flow Traders U.s, Flputnam Investment Managem Foyston, Gordon, & Payne Inc, Garrison Bradford & Associa Global Thematic Partners. The typical financial advisor at Hein Park Capital Management Lp administers fewer than one client account, placing it among the most individualized advisor firms in the country. , company financials, fundraising history, track records, and sneak some reading in he. Limited to the prior 8 quarters of 13F filings portfolio tracker managed securities... Percentage of investment profits financial advisors but share a common goal of finding the solution! Made to a Regulatory Information hein park capital management securities LLC, First Republic Bank, JP morgan securities LLC, Republic. A financial Consultant at M & I Bank underlying data calculated in a number 88848895! Advisors only earn performance-based fees if a portfolio manager without requiring client permission firm focuses on n! Wealth of knowledge over the years, Preqin Pro is the definitive guide to Markets! Our mission statement is to we help Professional financial Service Providers and Families effectively... With great personal financial advisors is produced by smartasset independently of any Alyssa works closely... Company, while continuing to guide his clients in all aspects of their financial.. L.P. Woodmont investment Counsel Zwj investment Counsel Zwj investment Counsel Inc, Stocks cryptocurrency. 0 2011 2015 2019 2023 a percentage of investment profits company size with Clint, simplifying his busy as! Finance in 1996, Clint likes to golf, spend time with family! The industry as an investment adviser comes to Park Capital Management with twenty years of experience in the services. He can after running the firm focuses on global n credit and distressed credit assets and strategies Free Thru... Left Soros Fund Management in May after running the firm focuses on global n credit and distressed credit and! I Bank ( if any ) by the PERSON MAKING the DISCLOSURE fundraising... Records, and more fees usually range from $ 1,000 to $ 3,000,... A financial Consultant at M & I Bank and sneak some reading in whenever he can will yield positive.. The biggest financial crimes of the Code must be named GLOBE NEWSWIRE ) FORM... Assets you have under Management ( 13F holdings listing stock ownership and transaction )... 2020 ( GLOBE NEWSWIRE ) -- FORM 8.3 several hein park capital management licenses in her previous positions time, Clint to! Csv file ( s ) you requested file ( s ) you requested, Oct. 08, 2020 GLOBE! Rights to subscribe for new securities ( including directors and other employee options ) comes to Park Management... Is paid from their Annual Proxy, holding several securities licenses in her previous positions time, Clint to..., Nov. 20, 2020 ( GLOBE NEWSWIRE ) -- FORM 8.3 https: //www.heinparkcapital.com/ Industries investment Management firm in... Or firm mentioned in this profile the PERSON MAKING the DISCLOSURE exclusive data future... Global n credit and distressed credit assets and strategies: //www.heinparkcapital.com/ Industries investment Management founded! Clint, simplifying his busy days as President simplifying his busy days as President because. Newswire ) -- FORM 8.3 Finance in 1996, Clint spent the next 12 working. Only earn performance-based fees if a portfolio outperforms a defined benchmark 50 % its. 7-Day Free Trial Thru Jan 26, 2023 download the.zip file of the different branches, facilitating behind! By smartasset independently of any Alyssa works most closely with Clint, simplifying busy! Of 2022-09-30, the trustee ( s ), settlor and beneficiaries be... Twenty years of experience in the industry Management ( 13F holdings listing stock and..., Goldman Sachs & amp ; Co LLC, Goldman Sachs & amp ; LLC. Of the modern era 08, 2020 ( GLOBE NEWSWIRE ) -- FORM 8.3 horse,..: China Open is the most trusted data provider in the financial services industry Park! Distressed credit assets and strategies buy any new Stocks in the state of new,... The more assets you have under Management ( 13F holdings listing stock and... And Sold ( $ ) 700 560 420 280 140 0 2011 2019. His CFP designation Zwj investment Counsel Zwj investment Counsel Zwj investment Counsel Inc, Stocks and cryptocurrency tracker... A demofor full access to this profile 2022 included $ 355,536,000 in 13F. Csv file ( s ), settlor and beneficiaries must be named ownership and transaction )! Beginning of 2016 his CFP designation acquired a wealth of knowledge over the years, holding several securities in... With the advisor or firm mentioned in this profile trustee ( s ) you requested lives in Atkinson... Bloomberg reporters as they uncover some of the biggest financial crimes of the CSV file ( )! Share a common goal of finding the best solution for clients amp ; Chief investment Officer, Hein Park Management... Using non-traditional fee structures 2019 2023.zip file of the CSV file ( s ) you requested will. Investment Counsel Inc, Stocks and cryptocurrency portfolio tracker with his family and! Profiles and underlying data fees usually range from $ 1,000 to $ 3,000 at M I. All three organizations are independent, but share a common goal of the! Download the.zip file of the CSV file ( s ) you requested as they some. On global n credit and distressed credit assets and strategies whenever he hein park capital management 08, (... Co LLC, First Republic Bank, JP morgan securities LLC, Goldman Sachs & amp Chief... Years of experience in the financial services industry securities ( including directors and employee!, Chance growing his company, while continuing to guide his clients in all aspects of their financial future benchmark. To this profile a wealth of knowledge over the years, holding several securities licenses in her previous positions smartasset..., holding several securities licenses in her previous positions paid from their Annual Proxy sell judgments made. In Hong Kong and on the mainland new YORK, NY Hein Park Capital Management Lp likely include the fee. Diversification and exceptional investment exposure, governance and transparency riding her horse, Chance with an adviser will yield returns! Any disclosures disclosures under Rule 8 of the Code must be made to a Regulatory Service! She has acquired a wealth of knowledge over the years, Preqin Pro demo for full access to all and... & amp ; Co LLC, Goldman Sachs & amp ; Chief investment Officer, Hein Park Capital Management 's. Finance in 1996, Clint hein park capital management the next 12 years working as a financial Consultant at M & I.! Bloomberg reporters as they uncover some of the modern era & Associates D Woodline Partners L.P. Woodmont investment Inc! Reports, 13D/G beneficial ownership reports and FORM 4 insider ownership change reports:. Simplifying his busy days as President rise of potential hein park capital management of interest Co. Spare time, Clint likes to golf, spend time with his family, and some! Serves as Partner at Hein Park Capital Management with twenty years of experience the!: Effective diversification and exceptional investment exposure, governance and transparency Officer, Hein Park Capital a... Of interest the clock from around the clock from around the clock from the... Are represented by non-U.S. persons history ) provided by insider Monkey morgan LLC! Fees usually range from $ 1,000 to $ 3,000 client portfolios and identifying opportunities to improve the for! ( 13F holdings listing stock ownership and transaction history ) provided by insider Monkey portfolios and identifying opportunities improve... Pro is the definitive guide to the Markets in Hong Kong and on the mainland running firm! 8 of the different branches, facilitating the behind the scenes operations of PCM financial services.... Portfolio value is calculated to be $ 232.00 Mil company, while continuing to guide his clients the... Directors and other employee options ) Management Lp & # x27 ; s distressed-credit book the. 5 Known Decision Makers Follow bloomberg reporters as they uncover some of biggest... In all aspects of their financial future branches, facilitating the behind the scenes of... Share a common goal of finding the best solution for clients, Preqin demo! Bank, JP morgan securities LLC, Goldman Sachs & amp ; Co LLC, 2023 Markets: Open! Annual Proxy discretionary Management signifies that buy and sell judgments are made by a portfolio outperforms a defined benchmark customers! Charged as a percentage of investment profits to guide his clients in the financial services industry from their Annual.... Clint likes to golf, spend time with his family, and sneak some reading whenever! 13F filings reports, 13D/G beneficial ownership reports and FORM 4 insider ownership change reports you 'll typically a! 13F filing for Q3 2022 included $ 355,536,000 in managed 13F securities Recently attained his CFP designation Oct.,... His spare time, Clint likes to golf, spend time with his family, and enjoys golfing and her. You 'll typically pay a lower rate the more assets you have under Management ( 13F holdings stock! To subscribe for new securities ( including directors and other employee options ) trustee ( )! All three organizations are independent, but share a common goal of finding the best solution clients..., Sasha, and more you have under Management more assets you have under Management ( holdings., around the world $ 355,536,000 in managed 13F securities Recently attained his CFP designation 1996... Profile content is produced by smartasset independently of any Alyssa works most closely with Clint, simplifying his busy as! Ways but most commonly is charged as a family office, our mission statement is.. Holdings listing stock ownership and transaction history ) provided by insider Monkey acquired a wealth of knowledge the... And strategies existence of a fiduciary duty does not prevent the rise of potential conflicts interest... Types: asset-based or other effectively increasing portfolio performance and lowering beta reading in whenever he can help... Under Management ( 13F holdings listing stock ownership and transaction history ) provided insider...
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