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Type	Result	AUM

Lance Helfert
Firm
Address	10 E Yanonali St Ste 105 Santa Barbara, CA 93101
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Cinquante-Cinq Oz Fund LLC	021-537564	Executive Officer		0.2 M of 13.7 M
Montecito Venture Partners LLC	021-464657	Executive Officer		0.9 M of 0.9 M
Montecito Venture Partners LLC	021-435632	Director		1.0 M of 1.0 M
Montecito Venture Partners LLC	021-299502	Executive Officer		0.7 M of 0.7 M
Enerjex Resources Inc	021-285921	Director		0.3 M of 0.3 M
Enerjex Resources Inc	021-236112	Director		5.4 M of 5.4 M
Enerjex Resources Inc	021-157847	Director		3.4 M of 5.0 M
Enerjex Resources Inc	021-153991	Director		25.8 M of 25.8 M
Enerjex Resources Inc	021-153894	Director		5.0 M of 10.0 M
West Coast Opportunity Fund LLC	021-105614	Executive Officer		40.9 M

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