JO
Joe Ben O'banion
CRD 3030302
Firms
| Firm | Role | As of |
|---|---|---|
| Titleist Asset Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Shorebird Capital, Lp
Co Ceo · Less than 5% · Dec 2024
-
Shorebird Capital, Lp
Member · 25% – 50% · Dec 2024
-
Titleist Asset Management, Llc
Managing Partner · 25% – 50% · Dec 2024
-
Opal Capital Llc
Managing Partner · 25% – 50% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗