David Jay Wermuth appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. David Jay Wermuth appears on 10 filing roles across Form ADV (10).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-01-31 | Form ADV | LINCOLN INVESTMENT ADVISERS LLC | SOLE MEMBER | DALLAS, TX |
| 2025-11-26 | Form ADV | SOUND POINT CAPITAL MANAGEMENT, LP | LIMITED PARTNER | NEW YORK, NY |
| 2025-05-13 | Form ADV | STONE POINT CREDIT ADVISER LLC | GENERAL COUNSEL AND MANAGING DIRECTOR | GREENWICH, CT |
| 2025-05-13 | Form ADV | STONE POINT CREDIT INCOME ADVISER LLC | MANAGING DIRECTOR AND GENERAL COUNSEL | GREENWICH, CT |
| 2025-05-08 | Form ADV | LINCOLN CAPITAL ADVISERS LLC | SOLE MEMBER | CHICAGO, IL |
| 2025-04-25 | Form ADV | LPC REALTY ADVISORS I, LLC | SOLE MEMBER | CHICAGO, IL |
| 2025-03-31 | Form ADV | STONE POINT CAPITAL LLC | CO-PRESIDENT, GENERAL COUNSEL, CHIEF OPERATING OFFICER | GREENWICH, CT |
| 2025-07-08 | Form ADV | TREE LINE CAPITAL PARTNERS, LLC | MANAGING MEMBER | SAN FRANCISCO, CA |
| 2025-04-25 | Form ADV | LINCOLN ADVISORY GROUP, LLC | SOLE MEMBER | CHICAGO, IL |
| 2025-03-27 | Form ADV | SKY HARBOR CAPITAL MANAGEMENT, LLC | MANAGING MEMBER | GREENWICH, CT |