MOSAIC INVESTMENT PARTNERS, INC.

MOSAIC INVESTMENT PARTNERS, INC. of SAN JUAN, PR is an SEC exempt reporting adviser (CRD 168803).

Registration

Officers, owners & control persons (5)

NameRoleLocation
UMSTEAD RICHARD SCOTTCHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER—
WEISS LEE DANADIRECTOR, PRESIDENT, CFO AND TREASURER; DIRECTOR, PRESIDENT, CFO, AND TREASURER; SHAREHOLDER—
CHARLEY-GEISSLER LEIGH ALLISONCCO—
WEISS DAVID AARONDIRECTOR AND SECRETARY—
RIVERS DONALD PAULTRUSTEE—

Private funds (2)

FundTypeFormedOwnersGross asset valueMin 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)

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