AUMdb
SR

Sofer, Ronald, Morris Daniel

CRD 6312517

Firms

No current firm registrations on file.

Ownership stakes

  • Boldhaven Management Llp
    Controlling Partner, Owner Of The Llp, Chief Executive Officer And Chief Investment Officer · 50% – 75% · Jun 2024

From Form ADV Schedule A/B filings.

Source

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