# GREENWALD STEVEN JAY

GREENWALD STEVEN JAY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [TELEMUS/BEACON INVESTMENT COMPANY LLC](https://search.stillhousedata.com/firm/142129) | MANAGER/MEMBER | SOUTHFIELD, MI |
| — | Form ADV | [TELEMUS INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/131580) | MEMBER, BOARD OF MANAGERS | SOUTHFIELD, MI |
| — | Form ADV | [TELEMUS WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/134114) | MANAGER/MEMBER | SOUTHFIELD, MI |
| — | Form ADV | [BALCONY PARTNERS, LLC](https://search.stillhousedata.com/firm/157426) | CCO | EAST HAMPTON, NY |
| — | Form ADV | [HERON BAY CAPITAL PARTNERS LP](https://search.stillhousedata.com/firm/301970) | CHIEF FINANCIAL OFFICER | STAMFORD, CT |
| — | Form ADV | [HERON BAY CAPITAL, LLC](https://search.stillhousedata.com/firm/311176) | CHIEF FINANCIAL OFFICER | STAMFORD, CT |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.