# CARLSON STEVEN R

CARLSON STEVEN R appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [MARSICO CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109250) | EVP AND CHIEF COMPLIANCE OFFICER | DENVER, CO |
| — | Form ADV | [CARLSON & COMPANY FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/295907) | CHIEF EXECUTIVE OFFICER | TOPEKA, KS |
| — | Form ADV | [NEWPORT FUND MANAGEMENT INC](https://search.stillhousedata.com/firm/110586) | CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY AND COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | [NEWPORT PACIFIC MANAGEMENT INC](https://search.stillhousedata.com/firm/104886) | CHIEF FINANCIAL OFFICER, SECRETARY AND COMPLIANCE OFFICER | SAN FRANCISCO, CA |


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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.