Jason Terrance Thomas of Los Angeles, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jason Terrance Thomas appears on 10 filing roles across Form D (9), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-25 | Form ADV | PORTFOLIO DESIGN LABS, LLC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | ENCINO, CA |
| 2013-03-07 | Form D | Advanced Capital Intelligence Global Income Opportunities Fund LP | Executive Officer | San Francisco, CA |
| 2013-03-07 | Form D | ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP | Executive Officer | SAN FRANCISCO, CA |
| 2013-03-07 | Form D | Advanced Capital Intelligence Global Real Estate Opportunities LP | Executive Officer | San Francisco, CA |
| 2011-03-11 | Form D | Advanced Capital Intelligence Global Real Estate Opportunities (Cayman), Ltd. | Director | GRAND CAYMAN, E9 |
| 2013-03-07 | Form D | Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd. | Director | GRAND CAYMAN, E9 |
| 2010-10-13 | Form D | Aspiriant Investment Advisors, LLC | Executive Officer | CINCINNATI, OH |
| 2013-01-15 | Form D | Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P. | Executive Officer | San Francisco, CA |
| 2012-07-13 | Form D | ASPIRIANT, LLC | Executive Officer | SAN FRANCISCO, CA |
| 2012-07-13 | Form D | Aspiriant Holdings, LLC | Executive Officer | LOS ANGELES, CA |