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271 Sleepy Valley Drive, Boone, NC 28607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-24 |
| CA | RA | APPROVED | 2015-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O&A Real Estate Development Partners | Boone | NC | 07/2007 | Present |
| Silver Portal Capital Llc | San Diego | CA | 07/2013 | 01/2018 |
| Silver Portal Capital Advisors, Llc | San Diego | CA | 02/2014 | 03/2018 |
| Rcx Capital Group, Llc | Boone | NC | 01/2018 | Present |
| Covenant Investment Capital, Llc | Boone | NC | 03/2018 | 12/2023 |
| Rcx Capital Group Holdings, Llc | Boone | NC | 04/2018 | Present |
| Guinchard Family Trust | Boone | NC | 03/2017 | Present |
| Rcx Partners Llc | The Woodlands | TX | 04/2020 | Present |
| Rcx Capital Group Advisors Llc | Boone | NC | 12/2023 | Present |
#1. O&A REAL ESTATE DEVELOPMENT PARTNERS; NON-INVESTMENT RELATED; PO BOX 1151, BOONE, NORTH CAROLINA 28607; PRESIDENT/CEO; START DATE:07/2007; LESS THAN 5 PER MONTH; REAL ESTATE DEVELOPMENT. #2. PENINSULA MAYA DEVELOPMENTS, S.A.DE CV.; CALLE 8 # 101 X5Y7, FRAC MONTECRISTO, MERIDA, YUCATAN, MEXICO 97133; INVESTMENT RELATED; START DATE: JULY 2008; CONSULTANT; LESS THAN 5 HRS/MONTH; LESS THAN 5 HRS DURING TRADING; REAL ESTATE DEVELOPMENT/LARGE MASTER PLANNED RESORT DESTINATION; DUTIES INCLUDE COORDINATING CONSULTANTS AND PREPARING REAL ESTATE COMPANY FOR SALE. #3. NAME OF BUSINESS - REDELY INC.; INVESTMENT RELATED; ADDRESS - 122 WEST 26TH STREET, 2ND FLOOR, NEW YORK, NEW YORK 10001; NATURE - TAX-ADVANTAGE REAL ESTATE TRANSACTION PORTAL; POSITION - OWNER/BOARD MEMBER; START DATE - 08/31/2019; APPROXIMATE NUMBER OF HOURS PER MONTH LESS THAN 5 WITH LESS THAN 1 DURING TRADING HOURS; DUTIES - BOARD MEMBER. #4. CLAIRMONT GP FUND IV, LP; YES; 1925 CENTURY PARK E, SUITE 1700, LOS ANGELES, CALIFORNIA 90067; CLAIRMONT GP FUND, LP (THE "FUND") IS A FUND THAT SPECIALIZES IN, AND PROVIDES ACCESS TO, GENERAL PARTNERSHIP ("GP") EQUITY CO-INVESTMENTS ALONGSIDE BEST-IN-CLASS REAL ESTATE SPONSORS AND ELITE INSTITUTIONAL EQUITY PARTNERS IN MARKET-INELASTIC ASSET CLASSES THROUGHOUT THE UNITED STATES. THE FUND SEEKS TO DELIVER SUPERIOR RISK-ADJUSTED RETURNS THROUGH ITS UNIQUE ABILITY TO PARTICIPATE IN THE GP'S 'PROMOTE" OR "CARRIED INTEREST" IN OPPORTUNISTIC, INSTITUTIONAL-GRADE REAL ESTATE JOINT VENTURES; MEMBER OF INVESTMENT COMMITTE; 03/01/2021; 4 HOURS ALL DURING TRADING; MY ROLE ON THE INVESTMENT COMMITTEE CENTERS ON CONTRIBUTING TO HIGH-LEVEL OVERSIGHT OF THE FUND'S INVESTMENT STATEGIES. I WORK WITH FELLOW COMMITTEE MEMBERS TO ENSURE THAT THE CCG TEAM'S PROPOSED INVESTMENTS ALIGN WITH THE FUND'S OBJECTIVES AND SERVE AS A SOUNDING BOARD FOR THE COMMITTEE, PROVIDING AN INDEPENDENT PERSPECTIVE THAT HELPS TO BALANCE DIFFERING VIEWPOINTS AND ENSURE A WELL-ROUNDED APPROACH TO DECISION-MAKING. I DO MY BEST TO OFFER GUIDANCE ROOTED IN MY EXTENSIVE AND SEASONED EXPERIENCE IN THE REAL ESTATE EQUITY AND DEBT CAPITAL MARKETS, AND SUBSTANTIAL RELATIONSHIPS WITH SPONSORS IN A VARIETY OF ASSET CLASSES AND STRATEGIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-28 |
| S66 | Uniform Combined State Law Examination | 2005-06-14 |
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