Investor · Lake Oswego, OR

P. Concentric Wealth Advisors

Open P. in the network graph →

Filings

2

SEC Form D

Connections

5

co-filers

Capital

$19.6M

across filings

Active

Mar 2016

to Jun 2017

Most-connected co-filers (5)

Paul P. Ortner, Iv · Lake Oswego, OR2 shared Frederick W. Eubank · Charlotte, NC2 shared Jeffery A. Huston · Litchfield, MN2 shared P. Concentric Wealth Advisors · Lake Oswego, OR2 shared P. Concentric Wealth Advisors · Lake Oswego, OR2 shared

Recent filings (2)

TFC Global Master Fund LPJun 2017 · 5 co-filers Concentric Short Duration Bond Fund, LPMar 2016 · 5 co-filers

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