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| Keyboard |
| Joshua Mayer | |
|---|---|
| Firm | |
| Address | c/o Envestnet, Inc 1000 Chesterbrook Boulevard, Suite 250 Berwyn, PA 19312 |
| Source |
| Associated Funds | Form D | Role | 2011 - 2026 | Raised | AUM |
|---|---|---|---|---|---|
| Fiduciary Exchange LLC | 021-464463 | Director | 24.3 M of 24.3 M |
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| Advisor Credit Exchange LLC | 021-452196 | Director | 23.7 M of 23.7 M |
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| Fiduciary Exchange LLC | 021-437664 | Director | 5.0 M of 5.0 M |
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| Advisor Credit Exchange LLC | 021-429383 | Director | 3.6 M of 3.6 M |
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| Advisor Credit Exchange LLC | 021-407097 | Director | 1.0 M of 3.0 M |
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| Fiduciary Exchange LLC | 021-401989 | Director | 2.7 M of 6.0 M |
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| Fiduciary Exchange LLC | 021-401976 | Director | 1.1 M of 1.1 M |
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| Advisor Credit Exchange LLC | 021-353080 | Director | 3.0 M of 3.0 M |
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