Morrow James Stuart appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Morrow James Stuart appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | MANNING & NAPIER ADVISORS, LLC | OWNER | FAIRPORT, NY |
| — | Form ADV | CALLODINE CREDIT MANAGEMENT, LLC | CO-OWNER | BOSTON, MA |
| — | Form ADV | RAND CAPITAL MANAGEMENT LLC | CO-OWNER | BUFFALO, NY |
| — | Form ADV | RAINIER INVESTMENT MANAGEMENT LLC | OWNER | SEATTLE, WA |
| — | Form ADV | CALLODINE CAPITAL MANAGEMENT | CO-OWNER | BOSTON, MA |
| — | Form ADV | THOROFARE, LLC | MEMBER | EL SEGUNDO, CA |
| — | Form ADV | CALLODINE STRATEGIC CREDIT, LLC | CO-OWNER | BOSTON, MA |