Daniel James Mavico

Daniel James Mavico of Charlotte, NC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Daniel James Mavico appears on 19 filing roles across Form D (18), Form ADV (1).

Registered advisers

Filings (19)

FiledSourceEntityRoleLocation
2025-07-01Form ADVWELLS FARGO INVESTMENT INSTITUTE, INC.SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICERCHARLOTTE, NC
2021-03-29Form DClosed-End International Equity Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-29Form DClosed-End Bond Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-29Form DInternational Bond Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-29Form DUS Core Fixed Income Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-29Form DHigh Yield Bond Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-29Form DRisk Allocator Growth Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-29Form DEmerging Markets Equity Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-29Form DFloating Rate Loan Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-31Form DUS Low Volatility Fund LPExecutive OfficerCHARLOTTE, NC
2021-03-29Form DEmerging Markets Large/Mid Cap Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-29Form DFundamental Small Cap Growth Fund, a series of 525 Market Street Fund, LLCExecutive OfficerSAN FRANCISCO, CA
2021-03-31Form DAll Country World Low Volatility Equity Fund LPExecutive OfficerCHARLOTTE, NC
2021-03-29Form DEmerging Markets Equity Advantage Fund, a series of 525 Market Street Fund, LLCExecutive OfficerCHARLOTTE, NC
2021-03-31Form DEquity Market Neutral Fund LPExecutive OfficerCHARLOTTE, NC
2021-03-31Form DNDT USLV Fund LPExecutive OfficerSan Francisco, CA
2021-03-31Form DGlobal Long Short Equity Fund LtdExecutive OfficerCHARLOTTE, NC
2021-03-31Form DGlobal Long Short Equity Fund II LPExecutive OfficerCHARLOTTE, NC
2021-03-29Form DEMERGING MARKETS SMALL CAP FUND, A SERIES OF 525 MARKET STREET FUND, LLCExecutive OfficerCHARLOTTE, NC

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