KANE BRADLEY MORGAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. KANE BRADLEY MORGAN appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | OSTERWEIS CAPITAL MANAGEMENT LLC | TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 | SAN FRANCISCO, CA |
| — | Form ADV | OSTERWEIS CAPITAL MANAGEMENT INC | TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 | SAN FRANCISCO, CA |
| — | Form ADV | NEWFLEET ASSET MANAGEMENT, LLC | FIXED INCOME PORTFOLIO MANAGER | HARTFORD, CT |
| — | Form ADV | CLOSED LOOP FUND GP, LLC | CHIEF FINANCIAL OFFICER | NEW YORK, NY |