Takashi Bayard Moriuchi appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Takashi Bayard Moriuchi appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-02 | Form ADV | SOLTIS INVESTMENT ADVISORS, LLC | MEMBER | ST. GEORGE, UT |
| 2025-10-30 | Form ADV | CSM ADVISORS, LLC | MANAGING DIRECTOR | WARRENDALE, PA |
| 2025-08-07 | Form ADV | ESTANCIA CAPITAL MANAGEMENT, LLC | MANAGING DIRECTOR | SCOTTSDALE, AZ |
| 2025-03-31 | Form ADV | NORTH SQUARE INVESTMENTS, LLC | ELECTED MANAGER OF SOLE MEMBER | CHICAGO, IL |