# KAPLAN EDWARD DAVID

KAPLAN EDWARD DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 13 filing roles across Form ADV (13).

## Filings (13)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [WELLINGTON MANAGEMENT COMPANY LLP](https://search.stillhousedata.com/firm/106595) | PARTNER | BOSTON, MA |
| — | Form ADV | [M FINANCIAL INVESTMENT ADVISERS INC](https://search.stillhousedata.com/firm/106648) | DIRECTOR | PORTLAND, OR |
| — | Form ADV | [MORNINGSTAR INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/108031) | CHIEF INVESTMENT OFFICER | CHICAGO, IL |
| — | Form ADV | [EQUITAGE VENTURES, L.L.C.](https://search.stillhousedata.com/firm/330134) | MANAGING MEMBER | DENVER, CO |
| — | Form ADV | [HOWARD CAPITAL MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/310510) | EVP, DIRECTOR, CCO | LOS ANGELES, CA |
| — | Form ADV | [NISA INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/107313) | CHIEF RISK OFFICER | ST. LOUIS, MO |
| — | Form ADV | [HOWARD CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/106951) | EVP, DIRECTOR, CHIEF COMPLIANCE OFFICER | LOS ANGELES, CA |
| — | Form ADV | [MPOWER ADVISORS, LLC](https://search.stillhousedata.com/firm/104538) | CHIEF INVESTMENT OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | [LIM ADVISORS LLC](https://search.stillhousedata.com/firm/133985) | PORTFOLIO MANAGER | STAMFORD, CT |
| — | Form ADV | [DCM PARTNERS LLC](https://search.stillhousedata.com/firm/137360) | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NEW YORK, NY |
| — | Form ADV | [LASCAUX RESOURCE CAPITAL, LLC](https://search.stillhousedata.com/firm/168330) | PRINCIPAL | STAMFORD, CT |
| — | Form ADV | [KB FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/119166) | PRESIDENT | PRINCETON, NJ |
| — | Form ADV | [THINKSHOP ADVISORS LLC](https://search.stillhousedata.com/firm/281432) | MEMBER, CHIEF OPERATING OFFICER, MANAGER, CHIEF COMPLIANCE OFFICER | MELVILLE, NY |


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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.