# BARTLETT JAMES

BARTLETT JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CLEARSTEAD ADVISORS, LLC](https://search.stillhousedata.com/firm/105674) | DIRECTOR | CLEVELAND, OH |
| — | Form ADV | [CHOREO, LLC](https://search.stillhousedata.com/firm/111221) | SENIOR VICE PRESIDENT OF ADVISORS | ROCKFORD, IL |
| — | Form ADV | [TRIBECA INVESTMENT PARTNERS PTY LTD](https://search.stillhousedata.com/firm/164313) | DIRECTOR | SYDNEY |
| — | Form ADV | [CHOREO PARTNER ALLIANCE, LLC](https://search.stillhousedata.com/firm/325238) | SENIOR VICE PRESIDENT OF ADVISORS | ROCKFORD, IL |
| — | Form ADV | [CLEARWATER ADVISORS, LLC](https://search.stillhousedata.com/firm/116865) | MEMBER | BOISE, ID |
| — | Form ADV | [RETIREMENT DESIGN & MANAGEMENT INC](https://search.stillhousedata.com/firm/106067) | SVP, FIXED INCOME AND RESEARCH | WESTPORT, CT |


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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.