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Steven Glenn Jorgenson

Fifth Point Advisors LLC

Ettrick, WI

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Current Employers
Fifth Point Advisors Llc

Ettrick, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Ettrick, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Viridian Financial Management Boca Raton FL 03/2006 01/2017
Woodridge Capital Lp Ettrick WI 05/2016 Present
Fifth Point Advisors Llc Ettrick WI 01/2014 Present
Starbridge Venture Capital Llc Washington DC 01/2017 Present
  • 03/2006 → 01/2017
    Viridian Financial Management
    Boca Raton, FL
  • 05/2016 → Present
    Woodridge Capital Lp
    Ettrick, WI
  • 01/2014 → Present
    Ettrick, WI
  • 01/2017 → Present
    Starbridge Venture Capital Llc
    Washington, DC
Other Businesses

Steven Jorgensen is Portfolio Manager for Woodridge Capital LP, a private fund. Steven Jorgenson is a Trustee for Acorn Irrevocable Trust. Steven Jorgenson is a Director for Heartland Mutual Insurance. Steven Jorgenson is Treasurer for the non-profit French Creek Lutheran Church Foundation. Clients should be aware that these services may involve a conflict of interest. Fifth Point always acts in the best interest of the client and clients are in no way required to use the services of any representative of Fifth Point in connection with such individual's activities outside of Fifth Point. Steven Jorgenson is the founder and principle of Starbridge Venture Capital LLC; Investment related: Yes; 1455 Pennsylvania Avenue NW Washington DC 20004 USA; Venture Capital investment manager (non-public companies only), focused on cutting-edge technology company startups, and commercial space industry startups in particular; General Partner; 2018-04-01; Hours per month devoted to business during trading hours: 80; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 0; Responsible for top level management of organization and all employees oversight. Final word on all executive decisions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-21
  • S65 Uniform Investment Adviser Law Examination
    2016-04-21

View on SEC IAPD

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