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⭐ Subscribe ⭐| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| XDSCX | CROSS SHORE DISCOVERY FUND | Treasurer/Principal Financial | 13 Aug 2021 | |||
| Dynamic Alternatives Fund | Treasurer | 31 Oct 2022 | ||||
| Evanston Alternative Opportunities Fund | Treasurer & Prin. Fin. Ofr. | 06 May 2024 | ||||
| OACOX | OneAscent Private Markets Access Fund | Treasurer and CFO | 20 Dec 2024 | |||
| Peachtree Alternative Strategies Fund | Treasurer | 22 Sep 2021 | ||||
| Peak Income Plus Fund | CFO, CAO and Treasurer | 19 May 2022 |