Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Harvey Partners (non investment related), 3240 Carillon Point, Kirkland, WA 98033, Consulting Firm, CFO, 4/1/2018, 25 hours/month, 1-2 hours/day, Part-time CFO to Harvey Partner owned private companies. AboutGolf; CEO; Investment Related: No; 5105 Carillon Point, Kirkland, WA 98033; Duties: Manage A Leadership Team Of 4. Previously To May 2021, I Was Advising Aboutgolf Through Harvey Partners, Where I Am A Partner Of The Family Office. The Board Of Directors Decided To Promote Me To CEO To Lead The Next Phase Of The Business. The Hours ~ 15 Per Week Will Remain The Same As Before Advising The Company.; 2021-05-06; Hours Devoted To Business During Trading Hours: 2; Hours Devoted To Business Outside Trading Hours: 2; Percentage Of Total Yearly Compensation Expected To Be Derived From The Business: 0; Investino, Inc.; Co Founder; Investment Related; Location: 10450 SE 14th St Bellevue WA 98004; Description: Mobile App for parents and friends to invest for their children. Fintech mobile application. Co-founder is CTO and developing the entire application.; Responsibilities Duties: Business development; Start date: 2024-06-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1. Citian; CFO; Non Investment Related; Citian Washington DC 20003; Description: Infrastructure Software as a Service; Responsibilities Duties: CFO; 2024-11-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 30. AboutGOLF; CEO; Non Investment Related; aboutGOLF Maumee OH 43537; Description: Golf simulator software and hardware; Responsibilities Duties: Operating the business; 2018-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 25 . Investino, Inc.; Co-Founder; Non Investment Related; Investino, Inc Bellevue WA 98004; Description: Mobile application for children; Responsibilities Duties: Product Development; 2024-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5. Athennian; Advisor; Non Investment Related; Athennian Calgary AB T2R0C3 Canada; Description: Legal Software as a Service Startup; Responsibilities Duties: Advising on corporate financial matters; 2017-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. Bamboo Technologies; Board of Directors; Non Investment Related; Bamboo Technologies Seattle WA 98101; Description: Growth marketing agency; Responsibilities Duties: Board of Director; 2014-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1.