Moriuchi, Takashi, Bayard

Ownership stakes

• Soltis Investment Advisors, Llc
  Member · 25% – 50% · Sep 2024
• Estancia Capital Management, Llc
  Co Owner · 50% – 75% · May 2024
• Estancia Capital Management, Llc
  Managing Director · Less than 5% · May 2024
• Csm Advisors, Llc
  Managing Director · GP / trustee / elected manager · Mar 2024
• North Square Investments, Llc
  Managing Director · GP / trustee / elected manager · Mar 2024

From Form ADV Schedule A/B filings.

Source

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