Best Investors
Account
Sign in
Best Investors
Account
Sign in
1800 Bering Drive Suite 730, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-01 |
Branch Locations
1800 Bering Drive Suite 730, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenhaven Capital Llc | Houston | TX | 07/2010 | Present |
| Blum Realty Ventures Llc | Houston | TX | 01/2007 | Present |
| Quai Ventures Llc | Houston | TX | 08/2018 | 12/2020 |
| Tre Lodging Investors, Llc | Houston | TX | 01/2021 | Present |
| Caneel Consulting, Llc | Houston | TX | 11/2023 | Present |
(1) Glenhaven Capital LLC - Investment Related, 1800 Bering Drive, Ste. 945, Houston, TX 77057, Manager of CTA and CPO. Start Date November 2010. Approximately 40 hours per month allocated to this business, 2 hours per day during securities trading hours, daily activities include trading, accounting and reporting for both commodity pool and separately managed accounts. (2) Vice President - Blum Realty Ventures LLC - Not Investment-Related, 1800 Bering Drive, Ste. 945, Houston, TX 77057, Analyzing real estate development projects and real estate related investments, as well as managing real estate owned. Start Date was January 2007. Approximately 20 hours per month allocated to this business, or 1 hour per day during securities trading hours. (3) Daniel Blum is on the Board of Directors of Cholangiocarcinoma Foundation; Investment-related; 5526 West 13400 South, #510 Herriman, UT; Cancer Non-Profit; Chair of the Investment Committee; 11/2/2025; 5 hours per month, 2 during securities trading hours; Lead committee emails and advise on the Board on investment policy. (4) Daniel Blum is the Chief Financial Officer of TRE Lodging Investors, LLC, a company involved in the acquisition and repositioning of limited and select service hotels in the U.S. He is involved with raising capital and evaluating new asset purchases for the business. Not securities related. Start date: 01/2021. Approximately 40 hours per month, 40 during trading hours. (5) Caneel Consulting, LLC; investment-related; same address; advisory services for private real estate holdings; Manager; start date: 11/1/2023; 10 hours per month, 2 during securities trading hours; assists with underwriting of real estate properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-09 |
Reach out to this advisor