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.
the name of the other business; 3619 Patton Road SW, LLC whether the business is investment-related; The business owns two residential apartment buildings the address of the other business; 1590 Rosecrans Avenue, Suite D - 906, Manhattan Beach, CA 90266 the nature of the other business; The business owns two residential apartment buildings your position; Manager title, or relationship with the other business; Manager the start date of your relationship; 4/2/2023 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 10 and briefly describe your duties relating to the other business; Real estate asset management the name of the other business; Expedition Capital, LLC whether the business is investment-related; This business is a holding company for other real estate investments the address of the other business; ; 1590 Rosecrans Avenue, Suite D - 906, Manhattan Beach, CA 90266 the nature of the other business; This business is a holding company for other real estate investments your position; Manager title, or relationship with the other business; Manager the start date of your relationship; 3/20/2023 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 2 and briefly describe your duties relating to the other business; Real estate asset management the name of the other business; Expedition Managing Partners, LLC whether the business is investment-related; This business is a management company that manages the assets owned by 3619 Patton Road, LLC and Expedition Capital, LLC the address of the other business; 1590 Rosecrans Avenue, Suite D - 906, Manhattan Beach, CA 90266 the nature of the other business; This business is a management company that manages the assets owned by 3619 Patton Road, LLC and Expedition Capital, LLC your position; Manager title, or relationship with the other business; Manager the start date of your relationship; 3/21/2023 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Real estate asset management