Investor · Cincinnati, OH
Steven Stein
Open Steven in the network graph →Filings
57
SEC Form D
Connections
35
co-filers
Capital
$232.5M
across filings
Active
Feb 2014
to Feb 2023
Most-connected co-filers (35)
John Stein · Cincinnati, OH57 sharedAdam M. Ware · Boston, MA49 sharedAlan E. Notarpole · Skaneateles, NY49 sharedTrevor Woods · Greenwich, CT49 sharedAndrew M. Smock · Boston, MA49 sharedJennifer K. Wynn · Boston, MA49 sharedPeter S. Kaplan · Boston, MA49 sharedMerganser Capital Management, LLC · Boston, MA40 sharedDoc E. Parghi · New York, NY26 sharedDavid Anderson, Ph.D · LEXINGTON, MA26 sharedTodd B. Copenhaver · Boston, MA26 sharedDavid E. Gibson · GRAND CAYMAN, Cayman Islands23 sharedDouglas A. Kelly · Boston, MA23 sharedGeorge Taylor · Greenwich, CT13 sharedDerek P. Moran · Boston, MA13 sharedManager Merganser Capital Management, LLC · Boston, MA9 sharedSheehan Cormac · Grand Cayman, Cayman Islands6 sharedElbrook Holdings, Llc · Cincinnati, OH4 sharedWalter Stewart · Redmond, WA3 sharedJennifer Collins · Cincinnati, OH3 sharedSue E. King · Redmond, WA2 shared(Investment Manager) Arlington Value Capital, LLC · Salt Lake City, UT2 sharedAllan K. Mecham · Salt Lake City, UT2 sharedDaniel E. Weise · Redmond, WA2 shared
Recent filings (57)
Merganser Short Income Fund LLCFeb 2023 · 12 co-filersMERGANSER SHORT TERM BOND FUND LLCFeb 2023 · 12 co-filersMerganser Floating Rate Bond Fund LLCFeb 2023 · 12 co-filersMERGANSER INTERMEDIATE TERM BOND FUND II LLCFeb 2023 · 12 co-filersMerganser Core Bond Fund II LLCFeb 2023 · 12 co-filersMerganser Core Bond Fund II LLCFeb 2022 · 12 co-filers$1.0BMERGANSER SHORT TERM BOND FUND LLCFeb 2022 · 12 co-filers$1.0BMerganser Floating Rate Bond Fund LLCFeb 2022 · 12 co-filers$1.0BMERGANSER INTERMEDIATE TERM BOND FUND II LLCFeb 2022 · 12 co-filers$1.0BMerganser Short Income Fund LLCFeb 2022 · 12 co-filersMERGANSER INTERMEDIATE TERM BOND FUND II LLCFeb 2021 · 12 co-filers$1.0BMerganser Short Income Fund LLCFeb 2021 · 12 co-filersMERGANSER CORE PLUS BOND FUND LLCFeb 2021 · 12 co-filers$1.0BMERGANSER SHORT TERM BOND FUND LLCFeb 2021 · 12 co-filers$1.0BMerganser Floating Rate Bond Fund LLCFeb 2021 · 12 co-filers$1.0BMerganser Core Bond Fund II LLCFeb 2021 · 12 co-filers$1.0BMERGANSER INTERMEDIATE TERM BOND FUND II LLCFeb 2020 · 12 co-filers$1.0BMERGANSER CORE PLUS BOND FUND LLCFeb 2020 · 12 co-filers$1.0BMERGANSER SHORT TERM BOND FUND LLCFeb 2020 · 12 co-filers$1.0BMerganser Floating Rate Bond Fund LLCFeb 2020 · 12 co-filers$1.0BMerganser Core Bond Fund II LLCFeb 2020 · 12 co-filers$1.0BMerganser Core Bond Fund II LLCFeb 2019 · 12 co-filers$1.0BMERGANSER SHORT TERM BOND FUND LLCFeb 2019 · 12 co-filers$1.0BMerganser Floating Rate Bond Fund LLCFeb 2019 · 12 co-filers$1.0BMERGANSER CORE PLUS BOND FUND LLCFeb 2019 · 12 co-filers$1.0B
Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Steven in the interactive graph →