# NELSON ADAM DANIEL

NELSON ADAM DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [SERVO WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/159367) | OWNER AND CCO | OKLAHOMA CITY, OK |
| — | Form ADV | [CRESTA FUND MANAGEMENT LLC](https://search.stillhousedata.com/firm/288079) | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | DALLAS, TX |
| — | Form ADV | [WHITESTAR ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/167408) | CCO/SVP/GENERAL COUNSEL/MANAGER | SANTA MONICA, CA |
| — | Form ADV | [TRINITAS CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/281328) | VP, SECRETARY AND CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | [ENERGENT, L.P.](https://search.stillhousedata.com/firm/283736) | PRESIDENT AND GENERAL COUNSEL (EFFECTIVE 8/2017) CHIEF COMPLIANCE OFFICER (EFFECTIVE 1/2018) | DALLAS, TX |


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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.