Kleinschmidt, Eric, Joseph

Ownership stakes

• Efg Asset Management (North America) Corp
  Chief Compliance Officer · Less than 5% · Dec 2024
• Beacon Investment Advisors Llc
  Chief Compliance Officer · Less than 5% · Oct 2024
• Bondbloxx Investment Management Corporation
  Chief Compliance Officer · Less than 5% · Mar 2024
• South Street Advisors, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Lcn Capital Partners, L.P.
  Chief Compliance Officer · Less than 5% · Mar 2024
• Htaa, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Teramo Advisors, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗