# Nelson M Joseph

Nelson M Joseph of New York, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (3), Form D (1).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CLIFFORD SWAN INVESTMENT COUNSEL LLC](https://search.stillhousedata.com/firm/108033) | CHIEF OPERATING OFFICER | PASADENA, CA |
| — | Form ADV | [ALUPKA ASSET MANAGEMENT, L.L.C.](https://search.stillhousedata.com/firm/127005) | MANAGING MEMBER | SAN FRANCISCO, CA |
| — | Form ADV | [WESTPORT STRATEGIES ADVISORS, LLC](https://search.stillhousedata.com/firm/163577) | MANAGING MEMBER | BRAINTREE, MA |
| 2025-06-20 | Form D | [Carlyle Credit Solutions, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1702510&type=&dateb=&owner=include&count=40) | Executive Officer | NEW YORK, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.