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2925 Richmond Avenue Suite 425, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-17 |
Branch Locations
2925 Richmond Avenue Suite 425, Houston, TX 77098 • United States
2925 Richmond Avenue Suite 425, Houston, TX 77098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-04-13 |
| TX | RA | APPROVED | 2018-04-11 |
Branch Locations
2925 Richmond Avenue Suite 425, Houston, TX 77098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Houston | TX | 11/2013 | 04/2018 |
| Inscription Capital, Llc | Houston | TX | 04/2018 | Present |
| Inscription Family Office, Llc( | Houston | TX | 05/2019 | Present |
1. MARC OSTER IS DUALLY REGISTERED WITH INSCRIPTION FAMILY OFFICE, LLC AND INSCRIPTION CAPITAL, LLC. MARC OSTER HAS SERVED AS A PRINCIPAL WITH INSCRIPTION CAPITAL, LLC SINCE 04/2008 AND AS A MEMBER FOR INSCRIPTION FAMILY OFFICE, LLC SINCE 05/2019. 144 hours per month, 144 hours per month during trading hours IS FOR SERVICES AS A PRINCIPAL OF INSCRIPTION CAPITAL, LLC AND THE BALANCE AS A MEMBER OF INSCRIPTION FAMILY OFFICE, LLC. 2. BEO Holdings, LLC and Levy Park Capital GP LLC, Investment Related, 3924 Arnold St. Houston, TX 77005, Litigation Fund, Owner, 03/2023, zero hours per month and zero hours per month during trading hours, Levy Park Capital GP, LLC is the Fund General Partner for a litigation fund, LPC Litigation Fund I, LP, that provides funding for legal cases in exchange for a share of potential compensation from favorable judgments. 3. PSMC Interest Inc., Non-investment Related, 2925 Richmond Ave. Suite 425 St. Houston, TX 77098, President and Director, 06/2019, zero hours per month and zero hours per month during trading hours, 100% owner of the outstanding stocks which is the only activity and holding for ownership interest in PSMC and Inscription Family Office. 4. OEB Wealth Holdings Inc., Non-investment Related, Houston, TX 77005, Vice President and Director, 06/2019, zero hours per month and zero hours per month during trading hours, 100% owner of outstanding stocks which is the only activity and holding for his ownership interest in OEB and Inscription Family Office. 5. LPC Litigation Fund III, Investment Related, 3924 Arnold ST, Houston, TX 77005, Litigation Fund, 06/2024, zero hours per month and zero hours per month during trading hours, Conduct due diligence research when required for new opportunities. 6. LPC Litigation Fund IV, LLC, Investment Related, 3924 Arnold ST, Houston, TX 77005, Litigation Fund, 07/2024, zero hours per month and zero hours per month during trading hours, Conduct due diligence research when required for new opportunities. 7. 1913 Advisors, LLC, Investment Related, 3924 Arnold ST, Houston, TX 77005, 07/2024, zero hours per month and zero hours during trading hours, Conduct due diligence research when required for new opportunities. 8. Jewish Family Service Houston Foundation, Non-investment Related, Houston, TX, 12/2024, 1 hour per month and 0 hours during trading hours, serves as a Board Member to Jewish Family Service Houston Foundation and helps cultivate new relationships with the foundation for fundraising purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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