COLE JASON M appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. COLE JASON M appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | DISTILLATE CAPITAL PARTNERS LLC | CO-FOUNDER | CHICAGO, IL |
| — | Form ADV | ABACUS WEALTH PARTNERS, LLC | FINANCIAL ADVISOR AND PARTNER | SANTA MONICA, CA |
| — | Form ADV | INSTITUTIONAL CAPITAL LLC | SENIOR EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | CHICAGO, IL |
| — | Form ADV | KUBERA PORTFOLIOS, LLC | SHAREHOLDER | PACIFIC PALISADES, CA |
| — | Form ADV | SHERMAN FINANCIAL INC | VICE PRESIDENT | PHILADELPHIA, PA |