Simon O'Shea of Charleston, SC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Simon O'Shea appears on 3 filing roles across Form D (2), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | BALLAST ROCK PRIVATE WEALTH LLC | CHIEF INVESTMENT OFFICER | CHARLESTON, SC |
| 2022-04-05 | Form D | Ballast Rock AVC Fund LLC | Executive Officer | ATLANTA, GA |
| 2026-06-17 | Form D | Ballast Rock Real Estate Private Credit Fund LLC | Related Person | CHARLESTON, SC |