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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.
2 vehicles on file, newest listing first
Steven J. Carlson, who has agreed to serve on our board of directors immediately upon the effective date of this prospectus is Co -Chairman of Magellan Global, a financial services holding company. Magellan Global owns Marco Polo Securities Inc. (“Marco Polo Securities”), for which Mr. Carlson serves as Chairman, Pi Capital International LLC (“Pi Capital”), for which Mr. Carlson serves as Managing Partner, and several other early stage firms. Pi Capital, a global advisory firm headquartered in New York City, provides capital raising, M&A advisory, and general corporate advisory services to firms in the financial institutions, renewable power generation, and real estate sectors around the globe. Securities are offered through an affiliate, Marco Polo Securities. Marco Polo Securities is a distribution platform enabling foreign financial services firms to market their products in the United States and other select jurisdictions worldwide. Marco Polo Securities is the largest chaperoning firm in the United States.
This record is keyed to SEC CIK 0001844069 — 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. We also hold 68 institutional-holder rows on these vehicles, under 35 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.