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222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
| NY | RA | APPROVED | 2026-01-20 |
| IL | RA | APPROVED | 2025-03-21 |
Branch Locations
222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pjt Partners | New York | NY | 06/2017 | 08/2017 |
| University Of Chicago | Chicago | IL | 08/2017 | 06/2018 |
| University Of Chicago | Chicago | IL | 09/2016 | 06/2017 |
| N/A | Ann Arbor | MI | 05/2016 | 09/2016 |
| N/A | New York | NY | 06/2018 | 07/2018 |
| Pjt Partners Lp | New York | NY | 07/2018 | 02/2022 |
| Tegus | Chicago | IL | 02/2022 | 12/2024 |
| Santa Barbara Mgmt, Llc | Chicago | IL | 01/2025 | Present |
| Partners Fund Inc. | Santa Barbara | CA | 12/2024 | Present |
1. Partners Fund Inc.; Investment-related; 1482 E. Valley Road, Suite 30; Bliss Family Office; Title: Partner; December 1, 2024; 10 hours / month. Minimal hours during securities trading hours; Advising Bliss family on portfolio and family office operation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-28 |
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