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Jeffrey Scott Friedstein

The Caprock Group, LLC

Boise, ID

Chicago, IL

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Current Employers
The Caprock Group, Llc

800 West Main Street Suite 1150, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-16
  • IL RA
    APPROVED
    Since 2024-04-16

Branch Locations

800 West Main Street Suite 1150, Boise, ID 83702 • United States

150 N Riverside Plaza Suite 1930, Chicago, IL 60606 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Grey Street Capital, Llc Chicago IL 06/2017 Present
Goldman, Sachs & Co. Chicago IL 01/1998 10/2018
  • 06/2017 → Present
    Grey Street Capital, Llc
    Chicago, IL
  • 01/1998 → 10/2018
    Goldman, Sachs & Co.
    Chicago, IL
Previous Registrations
  • 2018-10-16 → 2024-04-23
    Grey Street Capital, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-01
S63 Uniform Securities Agent State Law Examination 1994-04-27
  • S65 Uniform Investment Adviser Law Examination
    2018-10-01
  • S63 Uniform Securities Agent State Law Examination
    1994-04-27
Other Names
  • Jeffrey S Friedstein
  • Jeffrey Friedstein

View on SEC IAPD

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