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Calle Leonidas Yerovi 104 Office 204, San Isidro 15073 • Peru
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-19 |
Branch Locations
Calle Leonidas Yerovi 104 Office 204, San Isidro 15073 • Peru
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randholm & Company | Lima | 11/2010 | Present | |
| Sizemore Capital Management Llc | Dallas | TX | 02/2018 | Present |
I serve as a consultant for a family office in Spain via my company Randholm and Company. I have maintained this relationship since June 2012. Details are included in the Employment section above. In my role, I assist the family office in selecting managers, evaluating risks and in various other tasks related to the investment of the family office's assets. The hours vary and may be 10-20 hours per month. My responsibilities are generally flexible in terms of timing and do not necessarily have to be carried out during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
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