PERRY JONATHAN THOMAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PERRY JONATHAN THOMAS appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TWIN FOCUS CAPITAL PARTNERS, LLC | CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR, HR & BUSINESS OPERATIONS | BOSTON, MA |
| — | Form ADV | SHEPHERD KAPLAN LLC | CHIEF FINANCIAL OFFICER | BOSTON, MA |
| — | Form ADV | SHEPHERD KAPLAN KROCHUK, LLC | CHIEF FINANCIAL OFFICER | BOSTON, MA |
| — | Form ADV | PEAK CAPITAL MANAGEMENT, LLC | CHIEF FINANCIAL OFFICER | GREENWOOD VILLAGE, CO |