James Stuart Morrow appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Stuart Morrow appears on 9 filing roles across Form ADV (9).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-10-20 | Form ADV | MANNING & NAPIER ADVISORS, LLC | OWNER | FAIRPORT, NY |
| 2025-08-22 | Form ADV | CALLODINE CREDIT MANAGEMENT, LLC | CO-OWNER | BOSTON, MA |
| 2025-11-11 | Form ADV | CC MANAGEMENT GP, LLC | MEMBER | CHARLOTTE, NC |
| 2025-12-04 | Form ADV | RAND CAPITAL MANAGEMENT LLC | CO-OWNER | BUFFALO, NY |
| 2025-10-20 | Form ADV | RAINIER INVESTMENT MANAGEMENT LLC | OWNER | SEATTLE, WA |
| 2025-03-28 | Form ADV | CALLODINE CAPITAL MANAGEMENT | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | BOSTON, MA |
| 2025-03-31 | Form ADV | THOROFARE, LLC | MEMBER | EL SEGUNDO, CA |
| — | Form ADV | CALLODINE BDC ADVISOR, LLC | CO-OWNER | BOSTON, MA |
| — | Form ADV | CORRUM CAPITAL MANAGEMENT LLC | MEMBER | CHARLOTTE, NC |