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21 East Long Lake Road Suite 200, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-17 |
| MI | RA | APPROVED | 2019-01-24 |
Branch Locations
21 E. Long Lake Road Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Capital Management, Inc. | Bloomfield Hills | MI | 07/2000 | Present |
NAME AND ADDRESS OF OTHER BUSINESSES FRANKENMUTH BREWERY REAL ESTATE, LLC 21 E. LONG LAKE ROAD, SUITE 200 BLOOMFIELD HILLS, MI 48304 FRANKENMUTH BREWERY INTELLECTUAL PROPERTY, LLC 21 E. LONG LAKE ROAD, SUITE 200 BLOOMFIELD HILLS, MI 48304 FRANKENMUTH BREWERY RESTAURANT OPERATIONS, LLC 415 S. MAIN STREET FRANKENMUTH, MI 48734 IS THE BUSINESS INVESTMENT RELATED? YES NATURE OF THE OTHER BUSINESS ON JANUARY 22, 2009, FRANKENMUTH BREWERY REAL ESTATE, LLC (FBRE) PURCHASED THE FORECLOSED REAL ESTATE PROPERTY KNOWN AS "THE FRANKENMUTH BREWERY" FROM BANK OF AMERICA. PRIOR TO BEING FORECLOSED UPON IN 2006, THE BUSINESS HAD OPERATED AS A BREWPUB. UPON PURCHASING THE PROPERTY, THE INTELLECTUAL PROPERTY, WHICH INCLUDES HISTORICAL TRADEMARKS AND LOGOS DATING BACK TO 1862, WERE TRANSFERRED INTO A SEPARATE ENTITY CALLED FRANKENMUTH BREWERY INTELLECTUAL PROPERTY, LLC. IN JULY, 2009, THE MICHIGAN LIQUOR CONTROL COMMISSION (MLCC) GRANTED A CLASS C LIQUOR LICENSE TO FRANKENMUTH BREWERY RESTAURANT OPERATIONS (FBRO), WHICH OPERATES INSIDE OF THE BREWERY. IN ADDITION TO FBRO OPERATING A RESTAURANT WITH A CLASS C LIQUOR LICENSE, THE MLCC ALSO GRANTED A MICROBREWERY LICENSE TO FRANKENMUTH BREWING COMPANY (FBC), AN ENTITY WHICH IS OWNED BY HAITHEM SARAFA. THEREFORE, THERE ARE TWO SEPARATE ENTITIES CURRENTLY OPERATING ON SITE. ONE IS FRANKENMUTH BREWERY COMPANY (FBC), WHICH BREWS AND DISTRIBUTES BEER AS A MICROBREWERY WHOLESALER, AS WELL AS OPERATING ITS OWN RESTAURANT ON SITE, AND FRANKENMUTH BREWERY RESTAURANT OPERATIONS, WHICH OWNS AND OPERATES ITS OWN RESTAURANT ON A SEPARATE LEVEL, AND OFFERS BOTH LIQUOR AND WINE IN ADDITION TO CRAFT BEER TO ITS CUSTOMERS. POSITION/TITLE I AM THE SINGLE MANAGING MEMBER OF EACH OF THE ENTITIES LISTED ABOVE. MY RESPONSIBILITIES ARE PRIMARILY LIMITED TO MAKING STRATEGIC INVESTMENT DECISIONS PERTAINING TO CAPITAL EXPENDITURES. I DO NOT HAVE ANY RESPONSIBILITIES FOR THE DAILY MANAGEMENT OF THE RESTAURANT, BREWERY OPERATIONS, OR WHOLESALE BEER DISTRIBUTION. HAITHEM SARAFA IS PRIMARILY RESPONSIBLE FOR THE OVERSIGHT THE BREWERY AND RETAIL RESTAURANT OPERATIONS, AND JOE OSBERGER IS PRIMARILY RESPONSIBLE FOR THE OVERSIGHT OF THE WHOLESALE BEER DISTRIBUTION. THEY ARE PART OF AN EXECUTIVE TEAM THAT ALSO INCLUDES A GENERAL MANAGER, ASSISTANT GMS, HEAD CHEF, BREWMASTER, AND ASSISTANT BREWER. DUTIES RELATING TO THE BUSINESS MY DUTIES ARE PRIMARILY LIMITED TO THE RESPONSIBILITIES OF BEING THE LANDLORD FOR THE OPERATING BUSINESSES, AS WELL AS THE DECISION MAKER ON CAPITAL EXPENDITURES INVESTMENTS REQUIRED. AT TIMES, I ALSO PROVIDE INPUT TO THE EXECUTIVE TEAM REGARDING STRATEGIC DIRECTION OF THE OPERATING ENTITIES. START DATE THE PROPERTY WAS PURCHASED OUT OF FORECLOSURE FROM BANK OF AMERICA ON JANUARY 22, 2009. NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS IT'S ESTIMATED I SPEND APPROXIMATELY 8-10 HOURS PER MONTH ON THE FRANKENMUTH BREWERY INVESTMENT/BUSINESS. NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS SINCE DAILY OPERATIONS ARE BEING HANDLED BY AN EXECUTIVE MANAGEMENT TEAM, NONE OF MY TIME IS REQUIRED TO BE SPENT ON FRANKENMUTH BREWERY BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-09 |
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