Marshall Metcalf Fraser

Current Employers

Employment History

• 07/2012 → 05/2019
  Seraph Capital Associates, Llc
  Bartlesville, OK
• 05/2019 → Present
  Perspective Management Company, Llc
  Bartlesville, OK
• 05/2019 → Present
  Perspective Advisors, Llc
  Bartlesville, OK
• 06/2024 → Present
  Elevate By Perspective Gp, Llc;
  Bartlesville, OK

Previous Registrations

• 2013-09-16 → 2019-07-15
  Seraph Capital Associates, Llc
  Bartlesville, OK

Other Businesses

I am the sole owner of Harper Road Holdings, 100% of Seraph Advisors, LLC, and 24.9% of Perspective Advisors, LLC. It receives any profit distributions from Perspective Advisors, LLC. Name of outside business: Elevate by Perspective GP, LLC; Is the business investment related: Yes; Location of the business: 612 SE Frank Phillips Blvd. Bartlesville Oklahoma 74003 US; Description of the business: Elevate by Perspective GP, LLC serves as the general partner for Elevate by Perspective, LP; Position Title: Manager; Responsibilities Duties: Selecting and overseeing the fund's service providers as well as the fund's investment manager; Start date with business: 2024-06-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-30