Ledger.
Investor · Foster City, CA

Daniel M. Grote

Open Daniel in the network graph →
Filings
22
SEC Form D
Connections
108
co-filers
Capital
$986.0M
across filings
Active
May 2013
to Apr 2025

Most-connected co-filers (108)

Erin M. Randolph · Foster City, CA11 sharedNuveen Fund Advisors, Llc · Chicago, IL11 sharedNuveen Fund Advisors, Llc · Chicago, IL11 sharedBurnice E. Sparks Jr · Foster City, CA11 sharedSonya M. Thadhani · Foster City, CA11 sharedWilliam T. Huffman · Chicago, IL10 sharedPreston R. Sargent · Foster City, CA10 sharedNuveen Fund Advisors, Llc · Chicago, IL10 sharedDiana L. Dessonville · Foster City, CA9 sharedBrad E. Blake · Foster City, CA8 sharedCharles E. Crocker · Foster City, CA8 sharedThomas E. Bailard · Foster City, CA8 sharedChristopher A. Morser · West Conshohocken, PA7 sharedCarla A. Harris · West Conshohocken, PA7 sharedJarrod R. Quigley · West Conshohocken, PA7 sharedStuart J. Cohen · Chicago, IL7 sharedPeter M. Hill · Foster City, CA7 sharedEban A. Cucinotta · West Conshohocken, PA7 sharedAmy D. Knox · West Conshohocken, PA7 sharedSloan A. Walker · West Conshohocken, PA7 sharedGina A. Panchella · WEST CONSHOHOCKEN, PA7 sharedNeil F. Harper · West Conshohocken, PA7 sharedKaren A. Romero · West Conshohocken, PA7 sharedPromoter and Investment Manager Bailard, Inc · Foster City, CA7 shared

Recent filings (22)

Nuveen Asset Management, LLCApr 2025 · 19 co-filersNuveen Asset Management, LLCApr 2024 · 17 co-filersNuveen Asset Management, LLCMay 2023 · 17 co-filersNuveen Asset Management, LLCApr 2022 · 17 co-filersNuveen Asset Management, LLCApr 2021 · 17 co-filersNuveen Asset Management, LLCApr 2020 · 17 co-filersBAILARD REAL ESTATE INVESTMENT TRUST, INCSep 2019 · 37 co-filersNuveen Asset Management, LLCApr 2019 · 17 co-filersBAILARD REAL ESTATE INVESTMENT TRUST, INCSep 2018 · 32 co-filersBAILARD REAL ESTATE INVESTMENT TRUST, INCJun 2018 · 42 co-filersBAILARD REAL ESTATE INVESTMENT TRUST, INCOct 2017 · 40 co-filersNuveen Asset Management, LLCJun 2017 · 13 co-filersBAILARD REAL ESTATE INVESTMENT TRUST, INCMay 2017 · 37 co-filersNuveen Asset Management, LLCJun 2016 · 13 co-filersBAILARD REAL ESTATE INVESTMENT TRUST, INCMay 2016 · 31 co-filersBAILARD REAL ESTATE INVESTMENT TRUST, INCDec 2015 · 31 co-filersBAILARD REAL ESTATE INVESTMENT TRUST, INCNov 2015 · 32 co-filersLilah Beauty, Inc.Sep 2015 · 2 co-filers$1.0MBAILARD REAL ESTATE INVESTMENT TRUST, INCJun 2015 · 24 co-filersLilah Beauty, Inc.Mar 2015 · 2 co-filers$800KNuveen Asset Management, LLCMar 2015 · 13 co-filersNuveen Asset Management, LLCMay 2013 · 10 co-filers

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