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Lyons, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-06-09 |
| CO | RA | APPROVED | 2011-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sankala Group Llc | Boulder | CO | 05/2010 | Present |
MR. HALLSTEIN SERVES THE BOARD OF DIRECTORS OF THE WINTER WILDLANDS ALLIANCE 501(c)3. THE ROLE DOES NOT INVOLVE ACTIVE INVESTMENT DUTIES, BUT DOES REQUIRE COMMITTEE-LEVEL INPUT ON RESERVES INVESTMENT. THE ROLES BEGAN IN 2015. MR. HALLSTEIN DOES NOT ENGAGE IN ANY COMPENSATED BUSINESS ACTIVITIES OUTSIDE SANKALA GROUP LLC. HE IS, HOWEVER, A LIMITED PARTNER IN (3) REAL ESTATE INVESTMENT PARTNERSHIPS - CARAVEL I LLC, CARAVEL II LLC, AND CARAVEL III LLC. HE ALSO SERVES THE BOARD OF MANAGERS OF A SPECIAL PURPOSE INVESTMENT COMPANY, HADAR INVESTMENTS LLC. EACH OF THESE ROLES REPRESENTS A POTENTIAL CONFLICT OF INTEREST. ACCORDINGLY, THE FIRM IS NOT AUTHORIZED AND DOES NOT RECOMMEND INVESTMENT IN THESE PARTNERSHIPS, NOR ARE THEY OPEN TO THE PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-29 |
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