# KANE BRADLEY MORGAN

KANE BRADLEY MORGAN 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 | [OSTERWEIS CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/109580) | TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 | SAN FRANCISCO, CA |
| — | Form ADV | [OSTERWEIS CAPITAL MANAGEMENT INC](https://search.stillhousedata.com/firm/105421) | TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 | SAN FRANCISCO, CA |
| — | Form ADV | [NEWFLEET ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/104532) | FIXED INCOME PORTFOLIO MANAGER | HARTFORD, CT |
| — | Form ADV | [CLOSED LOOP FUND GP, LLC](https://search.stillhousedata.com/firm/283547) | CHIEF FINANCIAL OFFICER | NEW YORK, NY |


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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.