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Account
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101 Federal Street Suite 1900, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-26 |
| NC | RA | APPROVED | 2018-03-19 |
| TX | RA | APPROVED_RES | 2015-11-16 |
| MA | RA | APPROVED | 2003-05-27 |
Branch Locations
101 Federal Street Suite 1900, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syndicated Stock Market Columnist | Boston | MA | 10/1997 | Present |
| Dorfman Value Investments Llc | Boston And Newton | MA | 09/2014 | Present |
DIRECTOR, NEW GENERATION TURNAROUND FUND, A NON-REGISTERED OFFSHORE HEDGE FUND (BRITISH VIRGIN ISLANDS) WHOSE ADVISOR, NEW GENERATION ADVISORS, IS HEADQUARTERED AT 49 UNION STREET, MANCHESTER, MASSACHUSETTS 01944. As of April 2022, the fund is in the process of closing. AS A DIRECTOR I SPEND ABOUT 1-3 HOURS A MONTH, MOSTLY EVENINGS AND WEEKENDS. ALSO WRITE A SELF-SYNDICATED INVESTMENT COLUMN, WHICH AS OF April 2022 APPEARS IN Forbes.com, GuruFocus.com, Las Vegas Review Journal, THE PITTSBURGH TRIBUNE REVIEW, OMAHA WORLD HERALD AND THE Virginian Pilot. THE COLUMN IS WRITTEN FROM MY HOME AT 24 BURNSIDE ROAD, NEWTON MASS. 02461. IT TAKES ME ABOUT 6 HOURS A WEEK, MOSTLY EVENINGS AND WEEKENDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-01 |
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