PROCYON PRIVATE WEALTH PARTNERS, LLC

HTTPS://TWITTER.COM/PROCYONPARTNERS SHELTON, CT Investment Advisor How do I update this listing?

Procyon Private Wealth Partners is based out of Shelton. Procyon Private Wealth Partners is a large advisory firm with 309 clients and discretionary assets under management (AUM) of $403,004,000 (Form ADV from 2020-03-30). Their last reported 13F filing for Q1 2020 included $150,149,000 in managed 13F securities and a top 10 holdings concentration of 23.51%. Procyon Private Wealth Partners's largest holding is Apple Inc with shares held of 22,217. Whalewisdom has at least 2 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2020

13F Activity

  • Market Value $150.149 Million
  • Prior Market Value $163.692 Million
  • New Purchases113 stocks
  • Additional Purchases281 stocks
  • Sold out of62 stocks
  • Reduced holdings in419 stocks
  • Top 10 Holdings % 23.51 %
  • Turnover % [1]:15.02%
  • Turnover Alt % [2]: 21.36 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:0.60 quarters
  • Time Held All:0.90 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 29.33%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PROCYON PRIVATE WEALTH PARTNERS, LLC
1 CORPORATE DRIVE SUITE 225
SHELTON CT    06484
Country: United States

Business Phone: (475) 232-2704
Fax: (475) 232-2743
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 33,334,000
Total Number of Clients: 309
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (4),11.E (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

PROCYON PRIVATE WEALTH PARTNERS, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

PROCYON PRIVATE WEALTH PARTNERS, LLC

ownership team - last updated 2019-12-23
Name Title Start Date Direct/Indirect % Ownership
FIORE, PHIL, GIUSEPPE EXECUTIVE MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
FOSTER, CHRISTOPHER, EDWIN MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLORIA, LOUIS MANAGING MEMBER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FARRAR, JEFFREY, HOPKINS EXECUTIVE MANAGING MEMBER AND CHIEF OPERATING OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
GAHAN, THOMAS, MICHAEL MANAGING MEMBER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FIORE, PHIL, GIUSEPPE MANAGING MEMBER PROCYON PARTNERS, LLC 03/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01

PROCYON PRIVATE WEALTH PARTNERS, LLC

ownership team - last updated 2019-04-25
Name Title Start Date Direct/Indirect % Ownership
PROCYON PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
FIORE, PHIL, GIUSEPPE EXECUTIVE MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
FOSTER, CHRISTOPHER, EDWIN MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLORIA, LOUIS MANAGING MEMBER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FARRAR, JEFFREY, HOPKINS EXECUTIVE MANAGING MEMBER AND CHIEF OPERATING OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
GAHAN, THOMAS, MICHAEL MANAGING MEMBER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FIORE, PHIL, GIUSEPPE MANAGING MEMBER PROCYON PARTNERS, LLC 03/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01

PROCYON PRIVATE WEALTH PARTNERS, LLC

ownership team - last updated 2019-03-11
Name Title Start Date Direct/Indirect % Ownership
FIORE, PHIL, GIUSEPPE EXECUTIVE MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
FOSTER, CHRISTOPHER, EDWIN MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLORIA, LOUIS MANAGING MEMBER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FARRAR, JEFFREY, HOPKINS EXECUTIVE MANAGING MEMBER AND CHIEF OPERATING OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
GAHAN, THOMAS, MICHAEL MANAGING MEMBER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FIORE, PHIL, GIUSEPPE MANAGING MEMBER PROCYON PARTNERS, LLC 03/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01

PROCYON PRIVATE WEALTH PARTNERS, LLC

ownership team - last updated 2018-11-26
Name Title Start Date Direct/Indirect % Ownership
FIORE, PHIL, GIUSEPPE EXECUTIVE MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
FOSTER, CHRISTOPHER, EDWIN MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLORIA, LOUIS MANAGING MEMBER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FARRAR, JEFFREY, HOPKINS EXECUTIVE MANAGING MEMBER AND CHIEF OPERATING OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
GAHAN, THOMAS, MICHAEL MANAGING MEMBER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FIORE, PHIL, GIUSEPPE MANAGING MEMBER PROCYON PARTNERS, LLC 03/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01

PROCYON PRIVATE WEALTH PARTNERS, LLC

ownership team - last updated 2017-11-14
Name Title Start Date Direct/Indirect % Ownership
FIORE, PHIL, GIUSEPPE EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER (HOLDING COMPANY) direct 2017-05-01
FOSTER, CHRISTOPHER, E. MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLORIA, LOUIS MANAGING DIRECTOR 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FARRAR, JEFFREY, HOPKINS EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF OPERATING OFFICER direct 2017-06-01
GAHAN, THOMAS, MICHAEL MANAGING DIRECTOR 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
PROCYON INSTITUTIONAL PARTNERS, LLC MANAGING DIRECTOR direct 2017-06-01
FIORE, PHIL, GIUSEPPE MANAGING MEMBER PROCYON PARTNERS, LLC 03/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
PROCYON PRIVATE WEALTH PARTNERS, LLC MANAGING MEMBER indirect 2017-03-01
PROCYON PRIVATE WEALTH PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01
PROCYON PRIVATE WEALTH PARTNERS LLC CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS LLC MANAGING MEMBER indirect 2017-03-01
PROCYON INSTITUTIONAL PARTNERS LLC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 2017-05-01
PROCYON INSTITUTIONAL PARTNERS, LLC EXECUTIVE MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2017-05-01

Elevate your investments