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Type	Result	AUM

Jeffrey Margolis
Firm
Address	4201 Main St, Suite 50 Houston, TX 77002
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Velostics Inc	021-488094	Director		1.8 M of 2.0 M
Welltok Inc	021-379487	Director		17.4 M of 17.4 M
Welltok Inc	021-371838	Director		10.4 M of 10.4 M
Welltok Inc	021-321297	Executive Officer		13.3 M of 25.8 M
Nanomedical Systems Inc	021-313330	Director		0.8 M of 0.8 M
Welltok Inc	021-296573	Executive Officer		75.5 M of 100.0 M
Welltok Inc	021-296572	Executive Officer		47.5 M of 47.5 M
Nanomedical Systems Inc	021-286573	Director		4.1 M of 4.1 M
Welltok Inc	021-272047	Executive Officer		43.5 M of 43.5 M
Welltok Inc	021-252579	Executive Officer		45.0 M of 45.0 M
Welltok Inc	021-252580	Executive Officer		38.0 M of 38.0 M
Welltok Inc	021-240525	Executive Officer		21.3 M of 26.8 M
Welltok Inc	021-226511	Executive Officer		25.0 M of 37.0 M
Welltok Inc	021-213594	Executive Officer		0.2 M of 0.2 M
Welltok Inc	021-211829	Executive Officer		22.1 M of 22.1 M
Welltok Inc	021-205323	Executive Officer		0.1 M of 0.1 M
Incentone Inc	021-205087	Executive Officer		1.2 M of 1.2 M
Welltok Inc	021-194796	Executive Officer		18.7 M of 18.7 M
Welltok Inc	021-184856	Director		2.1 M of 2.4 M
Welltok Inc	021-146699	Director		5.0 M of 5.8 M

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