Jeffrey B Locke

Current Employers

Employment History

• 09/2010 → Present
  Citigroup
  Boston, MA

Other Businesses

Consolidated Real Estate Activities: CIM Fund VIII, LP (Los Angeles, CA; Started: 3/1/18) & Carlyle Realty Partners VI, LP (Washington, DC; Started: 11/30/10); Nature: Real estate; Investment-related; Title/ Duties: Advisory Board; No time is devoted during or outside of securities trading hours/// Consolidated Private Equity Funds: Walton Street Real Estate Debt Fund LP (Chicago, IL; Started: 1/1/16), Wellington Biomedical Innovation I, LP (Boston, MA; Started: 9/13/20), HPS Opportunistic CLO Fund II, LP (New York, NY; Started: 3/31/20), PIMCO Corporate Opportunities Fund III, LP (Newport Beach, CA; Started: 2/28/20), Ares US Real Estate Opportunity Fund III, LP (New York, NY; Started: 3/15/20), Walton Street Fund II, LP (Chicago, IL; Started: 7/31/19), PIMCO BRAVO Fund II, LP (Newport Beach, CA; Started: 9/17/19), CIM Fund IX, LP (Los Angeles, CA; Started: 6/14/19), ICG Strategic Equity Fund IV, LP (New York, NY; Started: 3/4/22), Crow Holdings DEVELOPMENT OPPORTUNITIES FUND I, LP (Dallas, TX; Started: 3/1/22), Trinity GP Fund I LP (Honolulu, HI; Started: 5/3/21), CRP Opportunities Fund (Offshore) LP (New York, NY; Affiliation started 11/30/10); , One Dalton Venture LLC (Boston, MA; Started: 1/5/15), C 432PA, LP (Master Fund) (New York, NY - Started: 5/11/12); , AREG 601 W. 29 Co-Invest Member LLC (New York, NY; Started 3/7/19), Arctos Sports Partners Fund I, LP (Dallas, TX; Started 10/18/21), Digital Colony Partners (Boca Raton, FL; Started 6/29/18), T-Tribune West Co-Investor LLC (Los Angeles, CA; Started: 11/3/17), TPG Energy Solutions LP (San Francisco, CA; Started: 12/2/16), CRP Opportunities Fund (Onshore) LP; Nature: Feeder Fund; Investment-related; New York, NY; Started: 11/30/10; Title/ Duties: Board Member; No time is devoted each month during or outside of securities trading hours //// LCatterton X, L.P.; Investment-related; Nature: Advisory Board; Greenwich, CT; Started: 10/31/2022; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund; No time is devoted each month during securities trading hours; 1-5 hours are devoted per year outside of securities trading hours. ///// iCapital Advisory Council; Not Investment-related; Nature: Founded in 2013 and based in New York, iCapital is making high-quality alternative investment funds more widely accessible to advisors, and their clients while enabling asset managers to reach new sources of capital. ; New York, NY; Started: June 30, 2025; Title: Observer Seat; Duties: Board Observer representing Citi Wealth; 6-10 hours are devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours. OA name: Inversion Summits, Nature: See below (Investment-related: No, Location: San Francisco, CA, started 10/15/2025), Title: Advisory Board Member, Duties: Participate in Advisory Board Counsel, Hours: (1-5 during trading hours/month, 0 during non-trading hours/month).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-07
• S63 Uniform Securities Agent State Law Examination
  2013-08-17
• S66 Uniform Combined State Law Examination
  2005-01-26

Other Names

• Brian Locke Jeffrey