Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
Forum Real Estate Income Fund | Asst. Treasurer | Class I Shares | 0 | Jun 9, 2022 | Direct |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
NONE | Privacore PCAAM Alternative Income Fund | Jun 18, 2024 | 0 | $0 | 3 | Jul 2, 2024 | Principal Financial Officer |
XGRIX | Privacore PCAAM Alternative Growth Fund | Jun 18, 2024 | 0 | $0 | 3 | Jul 2, 2024 | Principal Financial Officer |
DXYZ | Destiny Tech100 Inc. | Dec 22, 2023 | 0 | $0 | 3 | Dec 22, 2023 | Chief Financial Officer |
N/A | AOG Institutional Diversified Tender Fund | May 17, 2023 | 0 | $0 | 3 | May 26, 2023 | Chief Financial Officer |
N/A | AOG Institutional Diversified Master Fund | May 17, 2023 | 0 | $0 | 3 | May 26, 2023 | Chief Financial Officer |
N/A | AOG Institutional Diversified Fund | May 17, 2023 | 0 | $0 | 3 | May 26, 2023 | Chief Financial Officer |
N/A | Forum Real Estate Income Fund | Jun 9, 2022 | 0 | $0 | 3 | Aug 1, 2022 | Asst. Treasurer |