GM
Goodwin, Mark, David
CRD 2947625
Firms
No current firm registrations on file.
Ownership stakes
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Oak Ridge Investments, Llc
Manager · Less than 5% · Oct 2024
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Csm Advisors, Llc
Chairman · Less than 5% · Mar 2024
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North Square Investments, Llc
Elected Manager Of Sole Member · GP / trustee / elected manager · Mar 2024
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North Square Investments, Llc
Chief Executive 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 ↗