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1505 Bridgeway Suite 106, Sausalito, CA 94965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thiel Macro | San Francisco | CA | 01/2013 | 01/2018 |
| Delta Accumulation, Llc | Sausalito | CA | 01/2021 | Present |
| Lunach Capital Corp | Western Springs | IL | 02/2018 | Present |
| Sendero Partners | San Antonio | TX | 06/2019 | 12/2021 |
Sendero Partners Investment Related 250 W. Nottingham, Suite 300, San Antonio, TX 78209 Parent Company of Sendero Wealth Managment, an RIA (investment related) Advisory Board Member. 7/2019 10 hours / month Provide macroeconomic commentary to firm and clients, no investment advice Lunach Capital Corp. Investment Related 4138 Grove Avenue, Western Springs, IL 60558 Consulting services to investment manager (Delta Accumulation only relationship, predates employment at Delta Accumulation). Sole proprietor. 2/2018 5-10 hours / month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-18 |
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