WERMUTH DAVID JAY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WERMUTH DAVID JAY appears on 26 filing roles across Form ADV (26).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LINCOLN INVESTMENT ADVISERS LLC | SOLE MEMBER | DALLAS, TX |
| — | Form ADV | SOUND POINT CAPITAL MANAGEMENT, LP | MANAGING MEMBER | NEW YORK, NY |
| — | Form ADV | EAGLE POINT CREDIT MANAGEMENT LLC | MANAGING MEMBER | GREENWICH, CT |
| — | Form ADV | NXT CAPITAL INVESTMENT ADVISERS, LLC | MANAGING MEMBER | CHICAGO, IL |
| — | Form ADV | STONE POINT CREDIT ADVISER LLC | MANAGING DIRECTOR AND SECRETARY AND MEMBER OF SPC FIELD PARTNERS LLC | GREENWICH, CT |
| — | Form ADV | STONE POINT CREDIT INCOME ADVISER LLC | MANAGING DIRECTOR AND GENERAL COUNSEL | GREENWICH, CT |
| — | Form ADV | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | LIMITED PARTNER | NEW YORK, NY |
| — | Form ADV | SOUND POINT CLO C-MOA, LLC | LIMITED PARTNER | NEW YORK, NY |
| — | Form ADV | LPC REALTY ADVISORS I, LLC | SOLE MEMBER | CHICAGO, IL |
| — | Form ADV | STONE POINT CAPITAL LLC | GENERAL COUNSEL, SENIOR PRINCIPAL AND SECRETARY OF SPC MANAGEMENT HOLDINGS LLC | GREENWICH, CT |
| — | Form ADV | AMHERST CAPITAL MANAGEMENT LLC | MANAGING MEMBER | NEW YORK, NY |
| — | Form ADV | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | DIRECTOR, MEMBER | CHICAGO, IL |
| — | Form ADV | TREE LINE CAPITAL PARTNERS, LLC | MANAGING MEMBER | SAN FRANCISCO, CA |
| — | Form ADV | LINCOLN ADVISORY GROUP, LLC | SOLE MEMBER | CHICAGO, IL |
| — | Form ADV | SKY HARBOR CAPITAL MANAGEMENT, LLC | ELECTED MEMBER | GREENWICH, CT |
| — | Form ADV | EAGLE POINT INCOME MANAGEMENT LLC | MANAGING MEMBER | GREENWICH, CT |
| — | Form ADV | ENHANCED CAPITAL PARTNERS, LLC | MANAGING MEMBER | NEW ORLEANS, LA |
| — | Form ADV | PRIMA CAPITAL ADVISORS LLC | MANAGING MEMBER | SCARSDALE, NY |
| — | Form ADV | LANCASTER POLLARD ASSET MANAGEMENT LLC | MANAGING MEMBER | COLUMBUS, OH |
| — | Form ADV | AMHERST ADVISORY & MANAGEMENT LLC | MANAGING MEMBER | AUSTIN, TX |
| — | Form ADV | NEW OCEAN CAPITAL MANAGEMENT LIMITED | MANAGING MEMBER | HAMILTON |
| — | Form ADV | SOUND POINT CRE MANAGEMENT, LP | LIMITED PARTNER | NEW YORK, NY |
| — | Form ADV | SPCRE INPOINT ADVISORS, LLC | LIMITED PARTNER | NEW YORK, NY |
| — | Form ADV | BROADSTONE REAL ESTATE, LLC | MEMBER | ROCHESTER, NY |
| — | Form ADV | BROADSTONE ASSET MANAGEMENT, LLC | MEMBER | ROCHESTER, NY |
| — | Form ADV | MARBLE POINT CREDIT MANAGEMENT LLC | MANAGING MEMBER | NEW YORK, NY |