Lee Robert of Chicago, IL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lee Robert appears on 4 filing roles across Form ADV (3), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | COLUMBIA CAPITAL | CFO | ALEXANDRIA, VA |
| — | Form ADV | AON ADVANTAGE FUNDS LLC | VP AND ASSISTANT SECRETARY | CHICAGO, IL |
| — | Form ADV | PRESIDIO CAPITAL INVESTMENTS, LLC | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CHIEF EXECUTIVE OFFICER | SAN MATEO, CA |
| 2023-11-29 | Form D | Marilla Capital-1, a segregated account of Marilla Capital Ltd. | Director | HAMILTON, D0 |