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7 Jun 2024, 10:50 am by jeffreynewmanadmin
The Securities and Exchange Commission charged three persons with fraud for selling unregistered membership interests in LLCs that purported to invest in shares of pre-IPO companies, first on behalf of StraightPath Venture Partners LLC, the subject of the Commission’s emergency action in May 2022, and, later, on behalf of Legend Venture Partners LLC, the subject of the Commission’s emergency action in June 2023. [read post]
3 Jun 2024, 2:17 pm by Daily Record Staff
Real estate investment company DSC Partners LLC Monday acquired Forbes Center in Lanham for $86.4 million, a 17-property portfolio consists of industrial, flex and office buildings. [read post]
31 May 2024, 11:27 am by jeffreynewmanadmin
Murray Founded Trillium Capital as an investment management firm, where he serves as the Managing Partner. [read post]
30 May 2024, 5:11 am by Greg Lambert
In this episode of The Geek in Review, hosts Greg Lambert and Marlene Gebauer, along with special co-host Toby Brown of DV8 Legal Strategies, discuss the subscription-based legal services model with Mathew Kerbis, founder of Subscription Attorney, LLC, and Jack Shelton, co-founder of Aegis Space Law. [read post]
20 May 2024, 4:26 am by Becky (Hyun Jeong) Baek
” The three founding partners were Russell Diamond, Matthew Grodin and Bill Cline as limited partners, with Alcova Capital Management GP LLC (“ACMGP”) as general partner. [read post]
9 May 2024, 2:00 pm by Joanna Herzik
However from the beginning, the firm’s legal assistant and partner thought the new “client” was suspicious. [read post]
7 May 2024, 7:35 am by The White Law Group
  Reverence Capital Partners reportedly purchased Advisor Group in 2019 for $2.3 billion. [read post]
29 Apr 2024, 1:40 pm by The White Law Group
FINRA BrokerCheck Report – Andrew Egber      According to this FINRA BrokerCheck report, Andrew Egber was affiliated with the following fir ms during his career, among others:   05/27/2022 – 04/18/2024, STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (CRD#:1254), BETHESDA, MD, B, 01/12/2018 – 05/27/2022, RAYMOND JAMES FINANCIAL SERVICES, INC. [read post]
29 Apr 2024, 7:00 am by Mike Habib, EA
They offer a comprehensive suite of services designed to empower small businesses: Tax Planning and Preparation: Going beyond basic tax filing, these firms develop tax strategies tailored to your business structure (sole proprietorship, LLC, S corporation, etc.) to minimize your tax burden and maximize profits. [read post]
16 Apr 2024, 7:57 am by Admin
Gray Reed Partner Austin Carlson will be speaking on a panel webinar hosted by the Enterprise Europe Network, the world’s largest business service provider. [read post]
12 Apr 2024, 11:27 am by Rosalie Chen
Northwestern Mutual Investment Services LLC (NMIS), Northwestern Mutual Investment Management Co. [read post]
25 Mar 2024, 2:12 am by Edgar (aka MrConsumer)
Presumably the disclosures said something like what is stated in a footnote on their website: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. [read post]
21 Mar 2024, 1:01 pm by Joshua Smeltzer
Individual limited partners also served as the Managing Partner, Co-Managing Partner, Chief Investment Officer, and the Head of Trading and Risk Management. [read post]