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Ettrick, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
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