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.
1) NSR INVESTMENTS, LLC; Manager; investment Holding Company - Formed to invest in BCG Frankford, LLC; IR; HRS 5; HRS 0; 03/20/2018; 4632 Olde Village Cir, Edmond OK 73013; Move funds for investment purposes. This is the extent of my duties. I understand I cannot solicit this to any investment client. 2) NSR INVESTMENTS II, LLC; Manager; Investment Holding Company for a personal investment in ISBD, LLC; IR; HRS 5; HRS 0; 05/03/2018; 4632 Olde Village Cir, Edmond OK 73013; move funds for investment purposes. No other duties. I understand I cannot solicit this to any investment clients. 3) NSR INVESTMENTS IV, LLC; Manager; Investment holding company for a personal investment in BCG Westchase, LLC and BCG Ninety Degrees, LLC; IR; HRS 5; HRS 0; 01/24/2019; 4632 Olde Village Cir, Edmond OK 73013; Move funds for investment purposes. This is the extent of my duties for this entity. I understand that I cannot solicit this to any investment clients. 4) NSR INVESTMENTS III, LLC; Manager; Investment Holding Company for a personal investment in BCG Avana, LLC; IR; HRS 5; HRS 0; 07/18/2018; 4632 Olde Village Cir, Edmond OK 73013; Move funds for investment purposes. This is the extent of my duties for this entity. I understand I cannot solicit this to any investment clients. 5) NSR INVESTMENTS V, LLC; Manager; Investment Holding Company for a personal investment in BCG Industrial Fund, LLC, BCG Signature LLC and BCG Paseo, LLC; IR; HRS 5; HRS 0; 05/03/2019; 4632 Olde Village Cir, Edmond OK 73013; Move funds for investment purposes. This is the extent of my duties for this entity. I understand I cannot solicit this to any investment clients. 6) NSR INVESTMENTS VI, LLC; Manager; Investment holding company for a personal investment in BCG Trinity, LLC; IR; HRS 5; HRS 0; 03/02/2020; 4632 Olde Village Cir, Edmond OK 73013; Move funds for investment purposes. This is the extent of my duties for this entity. I understand that I cannot solicit this to any investment clients. 7) NSR INVESTMENTS VII, LLC; Manager; Investment holding company for a personal investment in CKM Investment Partners, LLC; IR; HRS 5; HRS 0; 03/16/2021; 4632 Olde Village Cir, Edmond OK 73013; Move funds for investment purposes. This is the extent of my duties for this entity. I understand I cannot solicit this to any investment clients. 8) NSR INVESTMENTS VIII, LLC; Manager; Investment holding company for a personal investment in BCG Industrial Fund III, LLC, BCG Elliot, LLC and BCG Lydian, LLC; IR; HRS 5; HRS 0; 05/03/2021; 4632 Olde Village Cir, Edmond OK 73013; Move funds for investment purposes. This is the extent of my duties for this entity. I understand I cannot solicit this to any investment clients. 9) NSR INVESTMENTS IX, LLC; Manager; Investment holding company for a personal investment in BCG Domain, LLC and BCG Lydian, LLC; IR; HRS 5; HRS 0; 01/18/2022; 4632 Olde Village Cir, Edmond OK 73013; Move funds for investment purposes. This is the extent of my duties for this entity. I understand I cannot solicit this to any investment clients. 10) NATHAN L REDMAN, CPA, PLLC; Owner; tax services; IR; HRS 100; HRS 50; 10/15/2005; 4632 Olde Village Cir, Edmond OK 73013; Prepare federal and state tax returns, Provide tax planning to clients, Prepare computations