Berson Jeffrey H. is an investment advisor in Burlingame with $1.01 bn assets under management.
Person profile
Address
Overland Park, Kansas
Website
Employees
SEC CIK
SEC advisor number
801-54850
FINRA CRD number
107213
AUM ?
$1.01 bn
(as of 23 Jun 20)
Accounts
556
(as of 23 Jun 20)
Employees
14
(9 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. - 4:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Stannard-stockton, Sean, Patrick | Managing Member, President, Chief Investment Officer, Portfolio Manager | 01/2004 | 50-75% |
Pearson, Matthew, Edward | Member, Chief Operating Officer, Chief Compliance Officer | 01/2011 | 10-25% |
Thomasson, Ludovic, Pierre | Member, Director of Wealth Management | 06/2014 | 10-25% |
Sean & Cathy Stannard-stockton Trustees Fbo Stannard-stockton Family Trust DTD 12.12.2014 | Owner | 12/2014 | 50-75% |
Matt & Sarah Pearson Trustees Fbo Pearson Living Trust DTD 4.30.2018 | Owner | 04/2018 | 10-25% |
Ludovic & Lindsay Thomasson Trustees Fbo LT2 Family Trust DTD 7.10.2018 | Owner | 07/2018 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
4
QTS Realty Trust, Inc.
2 Sep 21
4
QTS Realty Trust, Inc.
1 Jul 21
4
QTS Realty Trust, Inc.
9 Mar 21
4
QTS Realty Trust, Inc.
5 Jan 21
4
QTS Realty Trust, Inc.
2 Oct 20
4
QTS Realty Trust, Inc.
14 Aug 20
4
QTS Realty Trust, Inc.
2 Jul 20
4
QTS Realty Trust, Inc.
1 Apr 20
4
QTS Realty Trust, Inc.
9 Mar 20
4
QTS Realty Trust, Inc.
3 Jan 20