# KAPLAN JAMES LAWRENCE

KAPLAN JAMES LAWRENCE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [AXXES ADVISORS LLC](https://search.stillhousedata.com/firm/318039) | CHIEF ADMINISTRATIVE OFFICER | CORAL GABLES, FL |
| — | Form ADV | [AXXES ADVISORS I LLC](https://search.stillhousedata.com/firm/332460) | CHIEF ADMINISTRATION OFFICER | CORAL GABLES, FL |
| — | Form ADV | [J. L. KAPLAN ASSOCIATES, LLC](https://search.stillhousedata.com/firm/104669) | PRESIDENT | BOSTON, MA |
| — | Form ADV | [CUBIC ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/145169) | PRESIDENT, CHIEF COMPLIANCE OFFICER | BOSTON, MA |
| — | Form ADV | [AXXES DIRECT ADVISORS LLC](https://search.stillhousedata.com/firm/327473) | CHIEF ADMINISTRATIVE OFFICER | CORAL GABLES, FL |


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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.