MYLONGBOW
LONGBOW TRADE SIGNALS, LLC Legal Name
Adviser information for MYLONGBOW last updated from Form ADV on January 31st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | RESEARCH SERVICES |
|---|---|
| Compensation | Subscription fees |
Identifiers
| SEC RIA File Number | 801-127409 |
|---|---|
| SEC ERA File Number | 801-127409 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324493 |
| Legal Entity Identifier | None |
Principal Office
1877 CENTRO WESTTIBURON
CA
United States
APPOINTMENT ONLY, 8-5
Tel: 415-601-4345, Fax: None
Websites
Chief Compliance Officer
STEVEN LAMAR
MEMBER
1877 CENTRO WEST
TIBURON
CA
United States
Tel:
415-601-4345
S*****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEVEN LAMAR SURVIVORS TRUST | Domestic Entity | – | MEMBER | 01/2021 | 25-50% |
| LAMAR, STEVEN, MICHAEL | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |
| SOLSTEIN CAPITAL, LLC | Domestic Entity | – | MEMBER | 01/2021 | 25-50% |
| CASTLE GROUP, INC | Domestic Entity | – | MEMBER | 01/2017 | 10-25% |
| OCEAN CASTLE, LLC | Domestic Entity | – | MEMBER | 01/2021 | 5-10% |
| LAMAR, STEVEN, MICHAEL | Individual | STEVEN LAMAR SURVIVORS TRUST | TRUSTEE | 04/2009 | |
| TERMAN, NADINE, F | Individual | SOLSTEIN CAPITAL, LLC | MANAGING MEMBER | 01/2011 | 50-75% |
| TORRES, J.C. | Individual | SOLSTEIN CAPITAL, LLC | MANAGING MEMBER | 01/2011 | 50-75% |
| CASTELLANO III, MAURICE, MARK | Individual | OCEAN CASTLE, LLC | OWNER, MEMBER | 01/2021 | > 75% |
| CASTELLANO II, MAURICE, MARK | Individual | CASTLE GROUP, INC | OWNER, PRESIDENT | 01/2017 | > 75% |