SMITH JACOB DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SMITH JACOB DANIEL appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MATRIX CAPITAL MANAGEMENT COMPANY, LP | TRUSTEE | PORTSMOUTH, NH |
| — | Form ADV | VANTAGE FINANCIAL GROUP, INC. | OWNER | CLEVELAND, OH |
| — | Form ADV | LIVINGBRIDGE EP LLP | MEMBER | LONDON |
| — | Form ADV | CAIN BROTHERS ASSET MANAGEMENT, LLC | PRESIDENT | NEW YORK, NY |
| — | Form ADV | LUTHER KING CAPITAL MANAGEMENT CORPORATION | VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | FORT WORTH, TX |
| — | Form ADV | CB INVESTMENT ADVISORS, L.L.C. | VICE PRESIDENT, SECRETARY, TREASURER, MANAGER | ZIONSVILLE, IN |
| — | Form ADV | VINTRIS WEALTH MANAGEMENT LLC | PARTNER | — |