SCHWARTZ GERALD WILFRED appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SCHWARTZ GERALD WILFRED appears on 14 filing roles across Form ADV (14).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ONEX CREDIT ADVISOR, LLC | SHAREHOLDER | ENGLEWOOD CLIFFS, NJ |
| — | Form ADV | ONEX CREDIT PARTNERS, LLC | SHAREHOLDER | ENGLEWOOD CLIFFS, NJ |
| — | Form ADV | USI SECURITIES, INC. | SHAREHOLDER | GLASTONBURY, CT |
| — | Form ADV | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | OWNER | PLYMOUTH, MN |
| — | Form ADV | USI ADVISORS, INC. | SHAREHOLDER | GLASTONBURY, CT |
| — | Form ADV | ONCAP MANAGEMENT PARTNERS L.P. | SHAREHOLDER | TORONTO |
| — | Form ADV | NORTHCREST ASSET MANAGEMENT LLC | OWNER | PLYMOUTH, MN |
| — | Form ADV | ONEX PARTNERS MANAGER LP | CHAIRMAN (ONEX CORPORATION) | TORONTO |
| — | Form ADV | FALCON INVESTMENT ADVISORS, LLC | SHAREHOLDER | BOSTON, MA |
| — | Form ADV | BBAM US LP | SHAREHOLDER | DALLAS, TX |
| — | Form ADV | ONEX CANADA ASSET MANAGEMENT INC. | SHAREHOLDER | TORONTO ON |
| — | Form ADV | KIBBLE & PRENTICE HOLDING COMPANY | SHAREHOLDER | SEATTLE, WA |
| — | Form ADV | VAN GILDER RETIREMENT SOLUTIONS, LLC | SHAREHOLDER | DENVER, CO |
| — | Form ADV | GLUSKIN SHEFF + ASSOCIATES (US) INC. | SHAREHOLDER | ENGLEWOOD CLIFFS, NJ |