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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-23 |
Branch Locations
1875 Century Park E Suite 1970, Los Angeles, CA 90067 • United States
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-12-22 |
Branch Locations
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gesar Capital Management Llc | Santa Monica | CA | 01/2010 | Present |
| Carnegie Investment Counsel | Los Angeles | CA | 12/2019 | 05/2024 |
| Carnegie Investment Counsel | Los Angeles | CA | 05/2024 | Present |
Chair of Investment Committee and Member of Executive Committee for Khyentse Foundation - approximately 2 hours per week. Khyentse Foundation is a client of Gesar Capital Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-01 |
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