CLS Investments LLC
Nombre legal: CLS INVESTMENTS, LLC
Detalles de contacto completos
CLS Investments LLC
17605 WRIGHT STREET, OMAHA, NE
402-493-3313
402-493-2811
Otra información
CLS Investments LLC, una empresa de responsabilidad limitada con sede en Nebraska, está compuesta por un equipo de 29 empleados, 12 de los cuales trabajan en funciones de asesoramiento. Si bien el número de clientes no se revela, el estado de registro de la firma ante la Comisión de Valores y Bolsa se indica como Aprobado, con una fecha de registro del 1 de enero de 2000.
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ORION MERGES WITH BRINKER CAPITALWe’re thrilled to announce that TA Associates, our majority owner since 2015, has decided to reinvest in the future of our business alongside Genstar Capital Inc., putting us in the position to pursue an industry-changing merger with Brinker Capital, Inc. A Trusted…
CLS Investments - YouTube
CLS Investments, LLC (CLS) is a third party investment manager, ETF strategist, and longtime trusted partner in the financial industry. CLS's active asset al...
Propietarios directos
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CORY JAMES KENDALL
ELECTED MANAGER posee menos de 5%
-
DEAN WILLIAM COOK
CHIEF EXECUTIVE OFFICER/ELECTED MANAGER posee menos de 5%
-
GREGORY JAMES RAWLINS
CHIEF OPERATING OFFICER/ELECTED MANAGER posee menos de 5%
-
JOHN RUSSEL VANNEMAN
CHIEF INVESTMENT OFFICER/PRESIDENT/ELECTED MANAGER posee menos de 5%
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MARK DANIEL APPLEGARTH
TREASURER/CHIEF FINANCIAL OFFICER/ELECTED MANAGER posee menos de 5%
-
MICHAEL WILFORD FORKER
CHIEF COMPLIANCE OFFICER/ELECTED MANAGER posee menos de 5%
-
NORTHSTAR EYBA, LLC
SOLE MEMBER/100% SHAREHOLDER posee 75% o más
-
RYAN BRUCE BEACH
SECRETARY/ELECTED MANAGER posee menos de 5%
Propietarios indirectos
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CLARA ELIZABETH MADDOX
ELECTED MANAGER
-
ERIC REESE CLARKE
ELECTED MANAGER
-
JONATHAN RUSSELL BAUM
ELECTED MANAGER
-
MICHAEL ROY BURNS
ELECTED MANAGER
-
NORTHSTAR FINANCIAL SERVICES GROUP, LLC
MEMBERS OWNING 100% posee 75% o más
-
NORTHSTAR TOPCO, LLC
SOLE MEMBER posee 75% o más
-
TA ASSOCIATES XI GP, L.P.
GENERAL PARTNER
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TA ASSOCIATES, L.P.
GENERAL PARTNER
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TA XI NS AIV, L.P.
MEMBER posee más del 50% pero menos del 75%
-
TODD PATRICK CLARKE
ELECTED MANAGER
-
TODD RICHARD CROCKETT
ELECTED MANAGER
-
VERNON RICHARD BARBACK
ELECTED MANAGER
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