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⭐ Subscribe ⭐| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AOG Institutional Diversified Master Fund | Chief Financial Officer | 17 May 2023 | ||||
| AOG Institutional Diversified Tender Fund | Chief Financial Officer | 17 May 2023 | ||||
| AOG Institutional Fund | Chief Financial Officer | 04 Nov 2024 | ||||
| DXYZ | Destiny Tech100 Inc. | Chief Financial Officer | 22 Dec 2023 | |||
| DMA | Destra Multi-Alternative Fund | Assistant Treasurer | 16 Aug 2022 | |||
| Forum Real Estate Income Fund | Asst. Treasurer | 09 Jun 2022 | ||||
| Origin Real Estate Credit Fund | Principal Fin Ofcr & Treasurer | 16 Jan 2026 | ||||
| XGRIX | Privacore PCAAM Alternative Growth Fund | Principal Financial Officer | 18 Jun 2024 | |||
| Privacore PCAAM Alternative Income Fund | Principal Financial Officer | 18 Jun 2024 | ||||
| Privacore VPC Asset Backed Credit Fund | Treasurer; PFO | 04 Sep 2025 |