ORTIZ PETER MARC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ORTIZ PETER MARC appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LGL PARTNERS, LLC | CHIEF OPERATING OFFICER | PHILADELPHIA, PA |
| — | Form ADV | FFT WEALTH MANAGEMENT LLC | CHIEF OPERATING OFFICER | PHILADELPHIA, PA |
| — | Form ADV | OPTIMA ASSET MANAGEMENT LP | CHIEF OPERATING OFFICER | NEW YORK, NY |
| — | Form ADV | TREESDALE PARTNERS, LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | 3D/L CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | HARTFORD, CT |
| — | Form ADV | LEE CAPITAL ASSET MANAGEMENT LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |