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521 Fifth Avenue 19Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-27 |
Branch Locations
521 Fifth Avenue 19Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tree Line Advisors | Hong Kong | 08/2013 | 03/2022 | |
| Frentz O'DOnnell Investments Limited | New York | NY | 03/2022 | 06/2026 |
| Douglass Winthrop Advisors | New York | NY | 06/2026 | Present |
CAIPHI, Inc.; Not investment related; Pasadena, California; Healthcare compliance systems; Advisor; Start March 2021; 0.5 hours per month; 0 hours during securities trading; Provide strategic advice pertaining to business strategy. Oleev, Inc.; Not investment related; Boston, Massachusetts; Seed stage AI startup; Advisor; Start May 2026; 0.5 hours per month; 0 hours during securities trading; Provide strategic advice pertaining to business strategy. Frentz O’Donnell Asia Fund, Ltd.; Investment related; Grand Cayman, Cayman Islands; Investment management; Director; Start January 2023; 2 hours per month; 0 hours during securities trading. Frentz O’Donnell Asia Master Fund, Ltd.; Investment related; Grand Cayman, Cayman Islands; Investment management; Member of Governance Committee; Start January 2023; 2 hours per month; 0 hours during securities trading. Frentz O’Donnell Investments Limited, L.P.; Investment related; New York, New York; Investment management; Limited Partner; Start April 2022; 0 hours per month; 0 hours during securities trading. Frentz O’Donnell Investments Limited GP, LLC; Investment related; New York, New York; Investment management; Member; Start April 2022; 0 hours per month; 0 hours during securities trading. Frentz O’Donnell Asia GP, LLC; Investment related; New York, New York; Investment management; Member; Start April 2022; 0 hours per month; 0 hours during securities trading.
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