Etspreads is an investment advisor in Denver.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
SEC advisor number
801-69640
FINRA CRD number
148363
Employees
3
(2 investment advisory or research)
Address
Etspreads
44 Montgomery Street
Suite 2100
San Francisco
CA 94104
44 Montgomery Street
Suite 2100
San Francisco
CA 94104
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
415-398-2727
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
CCM Partners | Managing Member | 08/2008 | 25-50% |
Mock, William, Patrick | Non-managing Member | 08/2008 | 10-25% |
Clark, Matthew, Taylor | Non-managing Member | 08/2008 | 10-25% |
RFS Partners | General Partner | 07/1985 | 25-50% |
Richard F Shelton Inc | General Partner | 07/1985 | > 75% |
Richard F Shelton Irrevocable Trust | Controlling Entity | 07/1985 | 25-50% |
Rogers, Celia, Shelton | Trustee | 10/1999 | 25-50% |
Cutter, Curtis, Brooks | Trustee | 10/1999 | 25-50% |
Rogers, Stephen, Craig | Trustee | 10/1999 | 25-50% |
Clark, Matthew, Taylor | Partner | 03/2011 | 10-25% |
Rogers, Stephen, Craig | Senior Partner, CEO | 03/2011 | < 5% |
Mock, William, Patrick | Partner, CIO | 03/2011 | 10-25% |
Pusch, Gregory, Thomas | General Counsel and Chief Compliance Officer | 03/2017 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
No filings