Perry Katie Elizabeth appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Perry Katie Elizabeth appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ENTREPRENEURIAL EQUITY PARTNERS, L.P. | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | CHICAGO, IL |
| — | Form ADV | SILVER OAK SERVICES PARTNERS,LLC | CHIEF COMPLIANCE OFFICER AND CFO | EVANSTON, IL |
| — | Form ADV | CONSTELLATION WEALTH CAPITAL, LLC | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| — | Form ADV | KEYSTONE CAPITAL MANAGEMENT, LP | CHIEF FINANCIAL OFFICER | CHICAGO, IL |