STONE DEREK ROBERT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. STONE DEREK ROBERT appears on 10 filing roles across Form ADV (10).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TKC WEALTH MANAGEMENT LLC | SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | HERITAGE INVESTORS MANAGEMENT CORP | VICE PRESIDENT | BETHESDA, MD |
| — | Form ADV | WHITNEY HOLDINGS LLC | MANAGING MEMBER/MANAGING PARTNER | STAMFORD, CT |
| — | Form ADV | J.H. WHITNEY INVESTMENT MANAGEMENT, LLC | CHAIRMAN | NEW YORK, NY |
| — | Form ADV | HORIZON CAPITAL MANAGEMENT AND RESEARCH LIMITED | PASSIVE SHAREHOLDER | HONG KONG |
| — | Form ADV | JHWIM FUND MANAGEMENT COMPANY, LLC | MANAGING MEMBER | SINGAPORE, NY |
| — | Form ADV | BOURBAKI LLC | MANAGING MEMBER | — |
| — | Form ADV | WHITNEY HOLDINGS LLC | NON-MANAGING MEMBER | NEW CANAAN, CT |
| — | Form ADV | CIVIC CAPITAL ADVISORS, LLC | MEMBER | NEW YORK, NY |
| — | Form ADV | AIRACOBRA CAPITAL MANAGEMENT, LLC | MANAGING MEMBER/CCO | PLANO, TX |