CARLSON STEVEN R appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. CARLSON STEVEN R appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MARSICO CAPITAL MANAGEMENT, LLC | EVP AND CHIEF COMPLIANCE OFFICER | DENVER, CO |
| — | Form ADV | CARLSON & COMPANY FINANCIAL SERVICES, LLC | CHIEF EXECUTIVE OFFICER | TOPEKA, KS |
| — | Form ADV | NEWPORT FUND MANAGEMENT INC | CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY AND COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | NEWPORT PACIFIC MANAGEMENT INC | CHIEF FINANCIAL OFFICER, SECRETARY AND COMPLIANCE OFFICER | SAN FRANCISCO, CA |