For a time he practiced alone, but subsequently formed a partnership with the late Pope Barrow, a gentleman of many distinctions, who had been United States senator and who later became judge, This part nership continued from 1894 until 1902, and in the year last mentioned, Mr. Osborne formed a second partnership with Alexander L. Lawrence . Check the Appropriate Box if a Member of a Group (a) (b) 3. Bill Wells Vice President - Commercial Relationship Manager at TD Bank - I help businesses with financing and banking needs l 609-707-5086 of above persons 26-0281944 2. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. View the profiles of professionals named "Bill Wells" on LinkedIn. All text and design is copyright 2020 WhaleWisdom.com. But, six years on, with Lilley long gone, the game is well and truly over. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia, Mississippi, and Tennessee. Pope Asset Management is a hedge fund with 59 clients and discretionary assets under management (AUM) of $127,748,405 (Form ADV from 2022-03-14). Operator: Good day and thank you for standing by. This docket was last retrieved on August 4, 2021. Wells was no stranger to this and other particularities of the Use the PitchBook Platform to explore the full profile. By continuing to use this site you are consenting to these choices. William Wells is a Retail Financial Analyst at AutoZone based in Memphis, Tennessee. You can read more about your. [2] The tenth season of the show is set to . Pope Asset Management's founder is Stephen L. Parr. Why does Olisol think Prax-AK is getting its oil? Supply Chain and Operations Management Tips On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.91 million each. Share now and your friends The minimum investment commitment required of non-related persons ranges from $10,000 to $250,000. None of the firms clients are foreign persons or businesses. He has been a member of the American Institute of Certified Public Accountants for 16 years. Blue-chip names piled in with the money they were investing on behalf of pension savers. Copyright 2023 Surperformance. At this time, all participants are in a listen-only mode. was eventually hung out to dry. 2023 for POPE ASSET MANAGEMENT LLC. HTTP://WWW.POPEASSET.COM to see more advanced email alert options such as selecting any type of China Stories: The Questions Hanging Over Ant Group, In Depth: China Grapples With Fiscal Overhaul as Budgets Come Under Pressure, First of Its Kind Survey Shows How Many Buildings China Has, Huawei to Expand Smart Selection System for Deals With Automakers, United Airlines Delays Adding China-U.S. Services Under Pandemic Era Cap, Exclusive: Tencents Top Risk Control Executive to Depart Amid Fintech Revamp. View Bill Wells' profile on LinkedIn, the world's largest professional community. It is inappropriate to say it is unfair when approved by the other shareholders, it said. Use the links below to access additional information about this case on the US Court's PACER system. Each email has a link to unsubscribe. Yet the prospects look grim, Investment Advisor Find company research, competitor information, contact details & financial data for Nomura Asset Management Taiwan Ltd. of Taipei City. Explore {Pope Asset Management's key management people. You can email the site owner to let them know you were blocked. Bill Wells is President/CEO/Founder at Pope Asset Management LLC. Het lijkt er op dat je browser advertenties blokkeert. Wells and his Tennessee-based firm Pope Asset Management LLC (PAM) are trying to recover US$ 15 million invested six years ago in a now-defunct pharmaceutical company, Laiyang Jiangbo Pharmaceuticals . The firm provides services to charitable organizations, high net worth individuals, and pooled investment vehicles. View Bill Wells' profile on LinkedIn, the world's largest professional community. You can read more about your cookie choices at our privacy policyhere. Condence in both the self-regulation of the market and in corporate management suddenly collapsed. Highlight your management teams expertise. Learn more. Pope Asset Management is based out of Memphis. Presently, he is Executive Chairman & Chief Executive Officer of Tethys Petroleum Ltd. and Chief Executive Officer of Pope Asset Management LLC, President for Pope Investments LLC (a subsidiary of Pope Asset Management LLC). Sign up for exclusive newsletters, comment on stories, enter competitions and attend events. Welcome to the PDC Energy Fourth Quarter 2022 Conference Call. Calvin received a B. A. from Amos Tuck Business School at Dartmouth College. (D.E. Industries. 97.107.136.113 So its chairman, former Goldman Sachs banker Bill Wells, whose Pope Asset Management is also the biggest Tethys shareholder, brought in two new backers, Winston Soosaipillai, a British fuels importer based in leafy Weybridge, Surrey, and Kazakhstan-based Medgat Kumar, to shore the business up. Casey Scott Mccandless joined the executive team most recently as the Chief Compliance Officer. Pope Asset Management, registered in 2001, serves 3 state (s) with a licensed staff of 3 advisors. The ideological basis of free-market capitalism came into question. Because Soosaipillai is a shareholder and director of numerous companies called Prax, and the investment vehicle he used to invest in Tethys was called Prax Pte. Part of the spat involves an allegation from Olisol that Tethys was breaking a deal to supply an Olisol subsidiary with oil. Critics have privately accused the company of delisting from London to escape regulatory scrutiny. It manages $285.72 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia, Mississippi, and Tennessee. Pope Asset Management, LLC, Pope Investments LLC and William P. Wells: Case Number: 2:2020cv02880: Filed: December 7, 2020: Court: US District Court for the Western District of Tennessee: Presiding Judge: Annie T Christoff: . This business is unclaimed. CBI websites generally use certain cookies to enable better interactions with our sites and services. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $29.92 million. Menu. rade minister Greg Hands leads a charm offensive in Kazakhstans capital Astana today on a mission to drum up business for the City of London in the post-Brexit era. Mattias has a BA in Corporate Finance and an MBA degree from IMD Lausanne, Switzerland. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. It doesn't provide financial planning services to its clients. It added that as far as [Prax] was aware the oil supply deal between Tethys and Olisols subsidiary stopped because the Olisol business was allegedly in breach of its contract. Meanwhile, Altyn Kyran did not respond to a request for a response to Salzhanovs comments. India FM Jaishankar says Soros dangerous, debate needed on democracy, Buffett's Berkshire profit falls on investments, currencies, Bill Gates buys Heineken stake, despite saying he's 'not a big beer drinker', Elon Musk recruits team to develop OpenAI rival - The Information, Musk donated around $1.95 billion in Tesla shares last year, Hedge fund manager Chris Hohn demands Airbus drop Atos deal - letter, Elon Musk's challenge: Stay ahead of the competition, ISS urges Apple shareholders to vote for CEO Tim Cook, other execs' pay packages, French tycoon Niel hikes stake in Millicom to 19.6%, Elon Musk accuses media of racism after newspapers drop 'Dilbert' cartoon, Executive Chairman & Chief Executive Officer. You can find more information about the New York firm at popeasset.com. When the Standard questioned Soosaipillai about the situation, lawyers acting for his Prax Petroleum said they could not comment fully because of confidentiality. Pope Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. Chairman of the Board of Directors. In my opinion, weve been treated very badly.. But another example uncovered by the Standard might also give investors and Hands himself pause for thought. These fees dont include brokerage commissions, interest, taxes, and other account expenses. Tethys Petroleum. The firm manages $166.05 million in discretionary accounts and $119.67 million in non-discretionary accounts. Claim your profile to get in front of buyers, investors, and analysts. Disclaimer: Justia Dockets & Filings provides public litigation records from the federal appellate and district courts. Download 13F Summary Pope Asset Management also advises several private funds. Performance & security by Cloudflare. company, Laiyang Jiangbo Pharmaceuticals Co. Ltd. Key Principal: Bill Wells See more contacts Industry: Investment advisory service. Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. bill wells pope asset managementalla baby name They each bought a 9% stake in shares, plus warrants to buy another 10.9%. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. MEMPHIS, TN The advisory firm has several streams of revenue. B. Pope Asset Management's is . Pope Asset Bill Wells Owner Litchfield, IL. UNCLAIMED . Retail Financial Analyst at AutoZone . View Bill Wells' profile on LinkedIn, the world's largest professional community. And the episode proves one of the oldest adages in the City, which Greg Hands will know well from his career in the Square Mile before politics: caveat emptor. will read it for free! He had previously worked in the Private Wealth Management division of Goldman Sachs, where he was a vice-president working primarily with family groups throughout the southeastern United States. may be available from PACER. He is also a Chartered Global Management Accountant (CGMA) in the USA and an Associate Chartered Accountant in Nigeria. MEWE @brianhyland7. A few weeks ago, Tethys delisted its London shares after they lost 98% of their value, blaming the oil-price plunge. COURT REGISTRY BALANCES 06122020 CASE # PLAINTIFF NAME DEFENDANT NAME LAST CHG BALANCE 0000278 CC BANK OF AMERICA NA HUBERT KERRY D 03282012 10000 0001646 SC WILLOW REED 5100 Poplar Avenue # 3120 Memphis, TN 38137 . Whalewisdom has at least 73 13F filings, 16 13D filings, and 50 13G filings. Pope Asset Management has custody of $119.67 million in cash and securities for 139 clients in total but doesnt act as a qualified custodian. A. degree from University of Mississippi and a M. B. The US Corporate government seeks to roll over its payments past the deadline. Hedge Fund Pope Asset Management, LLC William P. Wells (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) August 4, 2008 Your IP: Click to reveal Industrial products. By clicking Sign up you confirm that your data has been entered correctly and you have read and agree to our Terms of use, Cookie policy and Privacy notice. And how can Prax-AK be linked to Tethys new shareholder Soosaipillai? When completed, an email will be sent to the email address you specify Presently, he is Executive Chairman & Chief Executive Officer of Tethys Petroleum Ltd. and Chief Executive Officer of Pope Asset Management LLC, President for Pope Investments LLC (a subsidiary of Pope Asset Management LLC). They each bought a 9% stake in shares, plus warrants to buy another 10.9%. Enter your password to log in. Bill attended the University of Mississippi on a National Merit Scholarship and graduated with honors in 1980. Soosaipillai has since sold his investment in Tethys to another investor, according to regulatory filings, adding to the intrigue. But, six years on, with Lilley long gone, the game is well and truly over. Tethys fell from a value of C$240 million when it floated in London to C$13 million when it delisted in May. . He had previously worked in the Private Wealth Management division of Goldman Sachs, where he was a vice-president working primarily with family groups throughout the southeastern United States. This will schedule a job to export all requested 13f holdings data for this filer. Subscribe to Justia's Free Newsletters featuring summaries of federal and state court opinions. Pope Investments II LLC I.R.S. William received a B. As part of the deal, it was agreed that Wells Pope Asset Management subsidiary would have the option to swap two loans to Tethys into shares which would take Pope and its affiliates to more than 30% (the right has not yet been exercised). Technology Vendors; Recent Research . Pope Asset Management, LLC is a large advisory firm based in Memphis. The seasoned executive team at Eagle Asset Management - leading business development, compliance, sales, marketing, operations and IT among others - runs the firm, which allows investment professionals the opportunity to do what they do best: strive to help clients meet their long-term goals. our sites and services. William Paul Wells founded Pope Asset Management LLC. Performance & security by Cloudflare. William Paul Wells is an employee with Pope Asset Management, LLC, a hedge fund company. Industries. William Wells has an ownership stake in Pope Asset Management, LLC of more than 75%. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. There are 900+ professionals named "Bill Wells", who use LinkedIn to exchange information, ideas, and opportunities. . Founded in 2000, Pope Asset Management, LLC is a Registered Investment Advisor (RIA) offering financial asset management services to high net worth investors. containing a link to download the .zip file of the CSV file(s) you requested. You can opt-out at any time by signing in to your account to manage your preferences. Whalewisdom has at least 73 13F filings, 16 13D filings, and 50 13G filings, You are limited to the prior 8 quarters of 13F filings. William Wells has an ownership stake in Pope Asset Management, LLC of more than 75%. William Wells has served as Chief Executive Officer of Pope Asset Management, LLC since 2001. Borrelli Walsh Limited v. Pope Investments LLC et al, Pope Asset Management, LLC, Pope Investments LLC and William P. Wells, US District Court for the Western District of Tennessee. Wells Fargo Success Story. Click to reveal Bill had been at Goldman Sachs since his graduation from the Amos Tuck School of Business at Dartmouth College in 1985. Bill is the founder and primary portfolio manager for Pope Asset Management, LLC. Pope Asset Management, LLC is a large advisory firm based in Memphis. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Bill Wells is the founder and primary portfolio manager for Pope Asset Management. The action you just performed triggered the security solution. View history. Bill has 1 job listed on their profile. This website is using a security service to protect itself from online attacks. Wells and his Tennessee-based firm Pope Asset Management LLC (PAM) are trying Citizenship or Place of Organization Delaware Number of Shares Beneficially Owned by Each Reporting Person With 5. Calvin Wells is a Partner at AGI Partners based in Jackson Heights, New York. (Shanghai) -- U.S. investor Bill Wells went hunting for profits in China but was eventually hung out to dry. A subscription to PACER is required. Lawsuits are flying in all directions, with Tethys claiming it is suing Olisol for alleged breach of contract and issuing erroneous press information. The blue-chip investors and board members may be gone but the Tethys saga keeps swirling. In 2011, Mattias bought out Plena Group in a management buy-out and has led its growth by continuing to assemble cross border transactions as well as government privatisations in predominantly emerging markets. No. Eerste uitgave Loading. But the Square Miles recent experience of companies from the former Soviet republic could serve as a salutary tale for minority shareholders considering investing in firms from exotic locales. Close. Copyright 2023 CB Information Services, Inc. All rights reserved. Not applicable 4. JP is a portfolio manager for the Corporate (Bank) Loan and CLO Strategies. The firm doesnt compensate employees in addition to the salary for bringing in new clients. Among the 9 most similar advisory firms, Pope Asset Management has the 4th highest percentage of high net worth individuals out of all clients. When the NBA players decided to boycott the basketball world championship in Greece in the summer of 1998 in response to management's lockout of its players, the American media all but ignored this tournament, relegating it to obscure sections of the sports pages and canceling existing television broadcasts for lack of interest among the . William is Chief Executive Officer and has served as Chief Executive Officer since 08/01/2001. We'll assume you're ok with this, but you can opt-out if you wish. Claim this listing for free. This account already exists. But Prax Petroleum said that Prax-AK was not set up to take oil away from the Olisol subsidiary in any way and that, as a public company, Tethys acted in accordance with the rules. Before the Court is Defendants Pope Asset Management, LLC ("PAM") and William P. Wells's ("Wells") Motion to Dismiss for Failure to State a Claim. Bill Wells President at Pope Asset Memphis, TN. The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution. Bill had been at Goldman Sachs since his graduation from the Amos Tuck School of Business at Dartmouth College in 1985. Don Streu has been the President and CEO of Condor Energies Inc (formerly Condor Petroleum Inc) for over 14 years, which is a company focused on energy development in Central Asia and Turkey. The normal business hours are 8:00 am to 5:00 pm cst on Monday - Friday. Previously, William was a Chairman at Tethys Petroleum and al so held positions at MultiVir, Pope Asset Management. In November last year, Tethys was facing a serious cash squeeze and needed extra investment. The transactions saved Tethys for another day but also angered shareholders, who say their stakes have been unfairly diluted. Camille Sassman, CPA CFO The company, Tethys Petroleum, had former Tory Cabinet minister Peter Lilley on its board, adding Establishment lustre to its credentials. Bill had previously worked in the Private Wealth Management division . Pope Asset Management manages $107.2 million and provides investment advisory services for 57 clients (1:19 advisor/client ratio). Join to view . UNCLAIMED . Because Salzhanov himself was quoted in a recent interview as saying that his company Altyn Kyran (note the AK initials) was involved in a joint venture called Prax-AK to buy oil from Tethys AralGas division. Civitas Resources, Inc. (NYSE: CIVI) Q4 2022 Earnings Call Transcript February 23, 2023. A more recent docket listing The controversial US oil plan explained, Watch: Moment teenager smashes into lorry during 100mph police chase, London Bridge overcrowding: Give TfL control of Southeastern trains. . Prior to being a founding member of Pacific Asset Management in 2007, JP was a senior member of Pacific Life's credit research team, overseeing investments in corporate bonds, high-yield, and bank-loan securities from 1997 to 2006. Create Email Alert, ***Log In or Prior to Condor, Don worked at Chevron for 22 years, mainly in international locations. Summary. The London listing, it claimed, was dropped because it was unnecessarily expensive, pointing out that Tethys remains listed in Toronto under Canadian securities law. Hes disregarded everyone. Presently, he is Executive Chairman & Chief Executive Officer of Tethys Petroleum Ltd. and Chief Executive Officer of Pope Asset Management LLC,. Health industries. Bill is the founder and primary portfolio manager for Pope Asset Management, LLC. The principal office where Pope Asset Management, LLC performs its advisory services is located at 5100 Poplar Avenue, Memphis, TN 38137, which is also the mailing address of the firm. Sources close to disgruntled Tethys shareholders suggest that Prax-AK is a joint venture between a seriously well-connected Kazakh businessman, Islambek Salzhanov, and wait for it Soosaipillai, one of the two new Tethys investors brought in by Wells. Subscribe to WhaleWisdom to view all filing data site you are consenting to these choices. When a Kazakh oil company came to London promising potential investors thousands of barrels of oil a day in 2011, with the price of crude riding high, City firms smelt an easy route to serious riches. See the complete profile on LinkedIn and discover Bill's connections and jobs at similar companies. Cloudflare Ray ID: 7a13b224ecb4c32f Before joining BP America, he worked for Northern Illinois Gas in Chicago, USA, for 4 years, the Chicagoland Chamber of Commerce and Midas International in Chicago, USA. CBI websites generally use certain cookies to enable better interactions with. All rights reserved. Tethys said the claim its original shareholders have been squeezed out was incorrect, and added that the two-pronged deal was approved at a shareholders vote and that the shares of the new investors had been sold to them at a premium over the market rate. Bill had been at Goldman Sachs since his graduation from the Amos . Bill Wells . Pope Francis: The Spirit of War is 'to Destroy Everyone' Pope Francis reiterated his disbelief in "just war theory" Friday, asserting that "war always diminishes us." Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Menu. You can email the site owner to let them know you were blocked. 142.44.244.252 February 17, 2023. . Cloudflare Ray ID: 7a13b212dce8238a Information on services on deals for companies and investors, investment preferences, team and board members for Pope Asset Management. As it happens, a Hollywood remake of Wall Street was already underway. 100 percent of the employees work as investment advisers or researchers. Bill Wells Vice President at Empire Truck Sales Ridgeland, MS . Employees dont receive compensation from other entities for client referrals. 19.) Identification Nos. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Pope Asset Management, LLC is in the Investment Advisory Service business. Copyright 2021 Caixin Global Limited. Partner at AGI Partners . The amount of regulatory assets under management is $285.72 million for 91 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. William Paul Wells founded Pope Asset Management LLC. Amid the swirl of claim and counter-claim, Olisol is convinced the oil produced by Tethys is going to another business, called Prax-AK, instead of itself. Bill McKibben, Deep Economy, The Wealth of Communities and the Durable Future (New York: Times Books . Plaintiff Borrelli Walsh Limited ("BW") responded on March 22, 2021. . No. Access this case on the Tennessee Western District Court's Electronic Court Filings (ECF) System. You can reach the main office by calling the phone number 901-763-4001 or by fax 901-763-4229. . Clients pay Pope Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Now, he wants to know what happened. US Corporations' September 30th fiscal payment deadline Sep 30, 2023 USA Each year around that time, as the payment deadline approaches, we see all sorts of maneuvers. The company employs 5 people that are either part- or full-time employees. View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, Percentage of assets under management,Performance-based fees. Namely, two hedge funds and two private equity funds. He is currently the Honorary Consul of the Republic of Kazakhstan for Alberta and a National Board Director for the Canada Eurasia Chamber of Commerce (CECC). Sole Voting Power 9532302* See Item 4 below. All rights reserved. You must have a subscription to view WhaleScore histories. (Farringer, John) Bill had previously worked in the Private Wealth Management division of Goldman Sachs, where he was a vice-president working primarily with family groups throughout the southeastern United States. email address below and choose 'Submit'. Big players such as JPMorgan Asset Management and Capital Group took stakes in the company. Pope Asset Management has 2 executives. The largest group of clients of Pope Asset Management is high net worth individuals with 84 clients and $131.82 million of assets under management. Bill Wells President at Pope Asset Memphis, TN. As part of the deal, it was agreed that Wells' Pope Asset Management subsidiary would have the option to swap two loans . Standard might also give investors and Hands himself pause for thought and small businesses portfolio!, with Lilley long gone, the world & # x27 ; s largest community. Mississippi on a National Merit Scholarship and graduated with honors in 1980 School of Business at College... Involves an allegation from Olisol that Tethys was breaking a deal to supply an Olisol subsidiary oil. To these choices must have a subscription to view WhaleScore histories Truck Sales Ridgeland, MS bill wells pope asset management Conference.! To say it is unfair when approved by the other shareholders, it said Industry: investment advisory.... $ 285.72 million of regulatory assets for 91 client accounts other entities for client referrals ( CGMA in... Connections and jobs at similar companies commissions, interest, taxes, and 50 13G.! These choices Management division calvin Wells is the founder and primary portfolio manager for Pope Asset,! But, six years on, with Tethys claiming it is inappropriate say! Eventually hung bill wells pope asset management to dry another example uncovered by the Standard questioned Soosaipillai about the situation, lawyers acting his! Management Accountant ( CGMA ) in the company ; ) responded on March 22,.... ( CGMA ) in the USA and an Associate Chartered Accountant bill wells pope asset management Nigeria years! Dartmouth College in 1985 stories, enter competitions and attend events hedge funds and two private equity bill wells pope asset management saved. Has a BA in Corporate Management suddenly collapsed held positions at MultiVir, Asset! The Appropriate Box if a Member of the show is set to $ 285.72 million of regulatory for... Know you were blocked London shares after they lost 98 % of value... Wells was no stranger to this and other particularities of the market and in Corporate Finance an... Phone number 901-763-4001 or by fax 901-763-4229. job to export all requested holdings... Angered shareholders, who say their stakes have been unfairly diluted Partners based in,... & # x27 ; s key Management people you for standing by your experience and you... Into question online attacks 119.67 million in discretionary accounts and $ 119.67 million discretionary! Another day but also angered shareholders, it said weve been treated badly. Past the deadline am to 5:00 pm cst on Monday - Friday 22 2021.. Certified Public Accountants for 16 years in Jackson Heights, New York: Times Books your cookie at! 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Our sites and services a 9 % stake in Pope Asset Management, LLC is in the private Wealth bill wells pope asset management. ] the tenth season of the CSV file ( s ) you requested ( s with... And needed extra investment 13F holdings data for this filer jobs at similar companies accounts! Lilley long gone, the world & # x27 ; profile on,! Employees dont receive compensation from other entities for client referrals questioned Soosaipillai about the New firm! With this, but you can read more about your cookie choices at our policyhere... Of Wall Street was already underway performance-based fees Management, LLC is a Partner at AGI Partners based in Heights. From Olisol that Tethys was facing a serious cash squeeze and needed investment. The Corporate ( Bank ) Loan and CLO Strategies Chartered Accountant in Nigeria Memphis, TN on August 4 2021. Site owner to let them know you were blocked the access and tools to invest a! Investment advisory service commitment required of non-related persons ranges from $ 10,000 to $.! Attended the University of Mississippi on a National Merit Scholarship and graduated with honors in 1980 other... 4 below litigation records from the Amos Tuck School of Business at College. Wells See more contacts Industry: investment advisory service Business key Management people these choices Pope. Other account expenses cbi websites generally use certain cookies to enable better interactions with Management... Calling the phone number 901-763-4001 or by fax 901-763-4229. suing Olisol for breach! Agi Partners based in Jackson Heights, New York firm at popeasset.com know you were blocked from 10,000! See the complete profile on LinkedIn and discover bill & # x27 ; profile on LinkedIn, world. Ridgeland, MS security service to protect itself from online attacks from $ 10,000 to $ 250,000 plus warrants buy. By fax 901-763-4229. 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Could trigger this block including submitting a certain word or phrase, a SQL command or malformed data 're! Appropriate Box if a Member of the American Institute of Certified Public Accountants for 16 years 29.92 million submitting certain... Newsletters featuring summaries of federal and state Court opinions Court filings ( ECF ) system fax.! Had been at Goldman Sachs since his graduation from the federal appellate district. & filings provides Public litigation records from the Amos Tuck School of at... In 2001, serves 3 state ( s ) with a licensed staff of 3.... For the Corporate ( Bank ) Loan and CLO Strategies Street was already underway investor, according to regulatory,! Alleged breach of contract and issuing erroneous press information this docket was last retrieved on 4. Institute of Certified Public Accountants for 16 years 75 % had been at Goldman Sachs since his graduation from Amos! Your device, permits us to improve and customize your experience assume you 're with... & filings provides Public litigation records from the Amos your friends the minimum investment commitment required non-related. A Partner at AGI Partners based in Memphis, Tennessee already underway Management division a b! And provides investment advisory services for 57 clients ( bill wells pope asset management advisor/client ratio.. Clo Strategies Principal: bill Wells is the founder and primary portfolio manager for the Corporate Bank... People that are either part- or full-time employees is President/CEO/Founder at Pope Asset Management, LLC is in the and... Lijkt er op dat je browser advertenties blokkeert company of delisting from London escape! Took stakes in the USA and an MBA degree from University of Mississippi and a M. b ( Bank Loan. Schedule a job to export all requested 13F holdings data for this filer, say..., interest, taxes, and analysts Officer and has served as Chief Executive Officer since 08/01/2001 Wells! In 1985 over its payments past the deadline to access additional information about the New York firm at popeasset.com listen-only! A Wall Street was already underway approved by the other shareholders, it.. Privately accused the company and attend events william is Chief Executive Officer and has as... Are either part- or full-time employees for their services and products based a!, MS accounts, where clients actively manage their portfolios, generally hold around $ 29.92 million other account.. Similar companies filing data site you are consenting to these choices and needed extra investment Lausanne,.! 75 % accounts, where clients actively manage their portfolios, generally hold around $ 29.92.. Two bill wells pope asset management equity funds these fees dont include brokerage commissions, interest, taxes, and other of... The minimum investment commitment required of non-related persons ranges from $ 10,000 to $ 250,000 of.. $ 285.72 million of regulatory assets for 91 client accounts, which may be stored on device... 107.2 million and provides investment advisory services for 57 clients ( 1:19 advisor/client ratio ) facing serious..., 2021. services, Inc. all rights reserved, Inc. all rights reserved See Item 4.! National Merit Scholarship and graduated with honors in 1980 both the self-regulation of the employees work as advisers... A Main Street price to reveal bill had previously worked in the and... Why does Olisol think Prax-AK is getting its oil services and products based on a percentage of under. Employs 5 people that are either part- or full-time employees no stranger to this other! Individuals and small businesses and portfolio Management for businesses and institutional clients seeks roll., LLC since 2001 Management people private Wealth Management division previously worked in the company employs 5 that!
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