Investor · Portland, OR

Brian Lockard

Open Brian in the network graph →

Filings

12

SEC Form D

Connections

31

co-filers

Capital

$1.8M

across filings

Active

Oct 2019

to Jan 2023

Most-connected co-filers (31)

Caprice Neely · Portland, OR6 shared Congress Wealth Management LLC · BOSTON, MA6 shared John Eberle · Portland, OR6 shared Rami Rahal · New York, NY6 shared Halsey Johnston · VANCOUVER, British Columbia, Canada4 shared Sarah E. Stein · SAN FRANCISCO, CA4 shared Richard H. Coles · Camana Bay, Grand Cayman, Cayman Islands4 shared Kevin Moss · New York, NY4 shared Austin B. Fan · BEVERLY HILLS, CA4 shared BlueArc Select Equities Management, LLC · Atlanta, GA4 shared Elien Poelmans · Luxembourg, Luxembourg2 shared Nathalie Brabers · Amsterdam, P72 shared Eileen Maus · BOSTON, MA2 shared Bill Durham · Dallas, TX2 shared Adam Stone · BOSTON, MA2 shared Jim O'Connor · BOSTON, MA2 shared Evan N. Williams · San Francisco, CA2 shared John Macphail · New York, NY2 shared Michail G. Tziaras · Luxembourg, Luxembourg2 shared James Foster · Vancouver, British Columbia, Canada2 shared Andrew Beebe · San Francisco, CA2 shared James Joaquin · SAN FRANCISCO, CA2 shared Herrick Lau · Vancouver, British Columbia, Canada2 shared Chris Kennedy · Vancouver, British Columbia, Canada2 shared

Recent filings (12)

CONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LPJan 2023 · 2 co-filers Ahren Inc.Nov 2021 · 8 co-filers$1.3M Ahren Inc.Jul 2021 · 8 co-filers$750K CWM PRIVATE EQUITY GROWTH FUND LLCJul 2021 · 2 co-filers$6.0M CONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LPDec 2020 · 2 co-filers Ahren Inc.Oct 2020 · 8 co-filers$2.0M Ahren Inc.Oct 2020 · 8 co-filers$750K CWM PRIVATE EQUITY GROWTH FUND LLCJul 2020 · 2 co-filers$319K Agrios Global Holdings Ltd.Nov 2019 · 23 co-filers$37K CONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LPNov 2019 · 2 co-filers Agrios Global Holdings Ltd.Oct 2019 · 23 co-filers$6.6M CONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LPOct 2019 · 2 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Brian in the interactive graph →