SEACREST WEALTH MANAGEMENT, LLC

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Seacrest Wealth Management is based out of Purchase. Seacrest Wealth Management is a hedge fund with 2281 clients and discretionary assets under management (AUM) of $858,304,582 (Form ADV from 2020-06-30). Their last reported 13F filing for Q2 2020 included $578,624,000 in managed 13F securities and a top 10 holdings concentration of 23.45%. Seacrest Wealth Management's largest holding is Apple Inc with shares held of 121,999. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $578.624 Million
  • Prior Market Value $465.267 Million
  • New Purchases80 stocks
  • Additional Purchases225 stocks
  • Sold out of39 stocks
  • Reduced holdings in200 stocks
  • Top 10 Holdings % 23.45 %
  • Turnover % [1]:21.60%
  • Turnover Alt % [2]: 10.11 %
  • Time Held Top20:6.35 quarters
  • Time Held Top10:7.20 quarters
  • Time Held All:7.68 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 24.92%
Performance Last 4 Quarters: 8.31%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SEACREST WEALTH MANAGEMENT, LLC
3000 WESTCHESTER AVENUE SUITE 206
PURCHASE NY    10577
Country: United States

Business Phone: 914-502-1900
Fax: 914-251-1312
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 53
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 467,705,000
Total Number of Clients: 2281
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SEACREST WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, EDWARD, MALACHY PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2008-04-01
SEACREST MANAGEMENT, LLC MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST INVESTMENT MANAGEMENT, LLC MEMBER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MEMBER direct 2008-04-01
GUPTA, RAJESH, KUMAR PARTNER EMERITUS 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
GUPTA, RAJESH, KUMAR PARTNER EMERITUS SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01

SEACREST WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

SEACREST WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-11-19
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, EDWARD, MALACHY PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2008-04-01
SEACREST MANAGEMENT, LLC MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST INVESTMENT MANAGEMENT, LLC MEMBER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MEMBER direct 2008-04-01
GUPTA, RAJESH, KUMAR PARTNER EMERITUS 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
GUPTA, RAJESH, KUMAR PARTNER EMERITUS SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01

SEACREST WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-06-11
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, EDWARD, MALACHY PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2008-04-01
SEACREST MANAGEMENT, LLC MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST INVESTMENT MANAGEMENT, LLC MEMBER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MEMBER direct 2008-04-01
GUPTA, RAJESH, KUMAR PARTNER EMERITUS 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
GUPTA, RAJESH, KUMAR PARTNER EMERITUS SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01

SEACREST WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, EDWARD, MALACHY PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2008-04-01
SEACREST MANAGEMENT, LLC MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST INVESTMENT MANAGEMENT, LLC MEMBER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MEMBER direct 2008-04-01
GUPTA, RAJESH, KUMAR PARTNER EMERITUS 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
GUPTA, RAJESH, KUMAR PARTNER EMERITUS SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01

SEACREST WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-10-24
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, EDWARD, MALACHY PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2008-04-01
SEACREST MANAGEMENT, LLC MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST INVESTMENT MANAGEMENT, LLC MEMBER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MEMBER direct 2008-04-01
GUPTA, RAJESH, KUMAR MANAGING MEMBER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
GUPTA, RAJESH, KUMAR MANAGING MEMBER SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01

SEACREST WEALTH MANAGEMENT, LLC

ownership team - last updated 2017-04-05
Name Title Start Date Direct/Indirect % Ownership
SULLIVAN, EDWARD, MALACHY PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING PARTNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2008-04-01
SEACREST MANAGEMENT, LLC MEMBER 04/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SEACREST INVESTMENT MANAGEMENT, LLC MEMBER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER direct 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MEMBER direct 2008-04-01
GUPTA, RAJESH, KUMAR MANAGING PARTNER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING PARTNER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
GUPTA, RAJESH, KUMAR MANAGING MEMBER SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
MORGAN STANLEY INVESTMENT GROUP INC. DIRECTOR, MANAGINIG DIRECTOR & CHIEF ADMINISTRATIVE OFFICER/INVESTMENTS direct 2000-12-01
SEACREST INVESTMENT MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER direct 2006-06-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
MORGAN STANLEY DEAN WITTER INVESTMENT GROUP INC DIRECTOR direct 2000-12-01 2002-02-28
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS direct 2000-11-01 2002-06-13
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER INVESTMENTS direct 2000-11-01 2003-09-30
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MD direct 2000-11-01 2004-06-24
MORGAN STANLEY INVESTMENT MANAGEMENT INC. CHIEF ADMINISTRATIVE OFFICER-INVESTMENTS & MANAGING DIRECTOR direct 2000-11-01 2005-12-21
MORGAN STANLEY INVESTMENT ADVISORS INC. MANAGING DIRECTOR AND CHIEF ADMINISTRATIVE OFFICER,INVESTMENTS direct 2000-11-01 2005-12-21
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01 2008-04-25
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01 2010-01-13
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01 2010-01-13
SOLEDAD INVESTMENT MANAGEMENT, LLC OWNER indirect 2009-03-01 2011-12-02
LENIHAN, RONALD, R MANAGING MEMBER SEACREST MANAGEMENT, LLC 04/01/2008 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2009-07-01
SEACREST WEALTH MANAGEMENT, LLC EXECUTIVE OFFICER direct 2009-07-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2006-06-01
SEACREST INVESTMENT MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC OWNER indirect 2008-04-01
SEACREST WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2008-04-01

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