SERWITZ MARSHALL DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SERWITZ MARSHALL DAVID appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | KB & PARTNERS MANAGEMENT CO LLC | NONE | NEW YORK, NY |
| — | Form ADV | SULLIVAN & SERWITZ INVESTMENT ADVISORS INC | CHAIRMAN | LOS ALTOS, CA |