# MOSAIC INVESTMENT PARTNERS, INC.

MOSAIC INVESTMENT PARTNERS, INC. of SAN JUAN, PR is an SEC exempt reporting adviser.

## Registration

- CRD: 168803
- Type: SEC exempt reporting adviser
- SEC file number: 802-78830
- Location: 151 CALLE SAN FRANCISCO, SAN JUAN, PR, 00901
- Phone: 787-722-2240
- Latest filing: 2017-02-01

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [UMSTEAD RICHARD SCOTT](https://search.stillhousedata.com/person/739278) | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| [WEISS LEE DANA](https://search.stillhousedata.com/person/772620) | DIRECTOR, PRESIDENT, CFO AND TREASURER; DIRECTOR, PRESIDENT, CFO, AND TREASURER; SHAREHOLDER | — |
| [CHARLEY-GEISSLER LEIGH ALLISON](https://search.stillhousedata.com/person/823660) | CCO | — |
| [WEISS DAVID AARON](https://search.stillhousedata.com/person/890731) | DIRECTOR AND SECRETARY | — |
| [RIVERS DONALD PAUL](https://search.stillhousedata.com/person/894393) | TRUSTEE | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| I-DEA INVESTMENT FUND, LTD. | Private Equity Fund | — | 20 | $16.4M | $250K |
| ALLIANCE PARTNERS FUND, LTD. | Private Equity Fund | — | 4 | $5.7M | $500K |


## Fund service providers (1)

- administrator: PARTNERSADMIN LLC — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168803/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168803/similar
- Related entities: https://search.stillhousedata.com/firm/168803/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168803

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.