NEEDHAM DANIEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. NEEDHAM DANIEL appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MORNINGSTAR INVESTMENT MANAGEMENT LLC | CO-PRESIDENT | CHICAGO, IL |
| — | Form ADV | MORNINGSTAR INVESTMENT SERVICES LLC | PRESIDENT (RIA ONLY) | CHICAGO, IL |
| — | Form ADV | IBBOTSON ASSOCIATES, INC. | PRESIDENT | CHICAGO, IL |