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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
none appears on more than one
David W. Abbott – Board Member David W. Abbott, our director, brings over 30 years of investment banking and private equity experience focused on the investment management sector. Since 2009, Mr. Abbott has served as co-owner and managing director, and since 2018, as president, of Cambridge. Mr. Abbott has originated and executed numerous M&A assignments for both asset and wealth managers. Prior to Cambridge, from 2005 to 2007, Mr. Abbott served as senior vice president of Asset Management Finance. In this capacity, Mr. Abbott was co-lead of the origination and deal execution functions. Mr. Abbott joined Asset Management Finance from Cambridge, where he had been vice president from 2001 through 2004. Prior to joining Cambridge in 2001, Mr. Abbott worked in the financial institutions group in investment banking at Goldman Sachs and at Berkshire Global Advisors. James Abbott – Board Member James Abbott, our director, brings more than 20 years of asset management and wealth management experience. Mr.
This record is keyed to SEC CIK 0002078143 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row.