AUMdb

Social Venture Partners Charlotte Inc

EIN 202745238 · 501(c)(3) · Public charity · Charlotte, NC · recognized 2013

Assets
$440K
Revenue
$476K
Expenses
$415K
Investment income
$8.8K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kristin Beck Executive dir. $93,000 $0
Scott Brennan Vice chairman $0 $0
Scott Leo Chairman $0 $0
Bleema Bershad Secretary $0 $0
Adam Wassell Director $0 $0
David Crane Director $0 $0
Denise Burkard Director $0 $0
Lea Fitzpatrick Treasurer $0 $0
Bill Martin Director $0 $0
Michele Juliana Director $0 $0