Moodey Todd of Excelsior, MN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Moodey Todd appears on 7 filing roles across Form ADV (6), Form D (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CASTALIAN PARTNERS, LLC | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, VICE PRESIDENT | EXCELSIOR, MN |
| — | Form ADV | THE CYPRESS FUNDS LLC | OFFICER | LOS ANGELES, CA |
| — | Form ADV | PALMYRA CAPITAL ADVISORS, LLC | CHIEF FIANACIAL OFFICER/CHIEF COMPLIANCE OFFICER | LOS ANGELES, CA |
| — | Form ADV | ARTIS CAPITAL MANAGEMENT, L.P. | CHIEF FINANCIAL OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | STRATA CAPITAL MANAGEMENT LP | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | BEVERLY HILLS, CA |
| — | Form ADV | SOPHOS CAPITAL MANAGEMENT, L.P. | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | MENLO PARK, CA |
| 2023-10-03 | Form D | Castalian Institutional Partners, LP | Executive Officer | EXCELSIOR, MN |