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601 Montgomery Street Suite 1210, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-05-03 |
Branch Locations
601 Montgomery Street Suite 1210, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campton Private Equity Advisors | San Francisco | CA | 11/2006 | Present |
| Futterman, Dupree, Dodd, Croley, Maier Lp | San Francisco | CA | 03/2014 | Present |
| Lightpath Capital Inc | Los Angeles | CA | 08/2018 | 12/2021 |
(1) Futterman Dupree Dodd Croley Maier LLP, San Francisco, CA; Not investment related; Law firm; Start Date: March 2014; Time spent: Approximately 20 to 100 hours a month; Position: independent contractor attorney; Duties: legal services to the firm. (2) Campton Private Equity Advisors, San Francisco, CA; Investment Related; State Registered Investment Advisory; Start Date: 09/2015; Position: Managing Director; Time Spent: 20 to 100 hours per month. (3) TFG Capital Partners, LLC., Pacific Palisades, CA, Business acts as placement agent for private equity funds and private companies. Senior Consultant, general consulting. 0-20 hours per month, Receive referral and consulting fees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-06 |
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