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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 liquidated — weigh against the wins.
1 vehicle on file, newest listing first
Adam Klein, a member of our board of directors, chairs Crestview’s ESG Committee, which oversees the firm’s ESG initiatives and draws on recommendations from a diverse team of Crestview professionals. Mr. Klein also leads Crestview’s investment activities focused on Climate and Sustainability across multiple industry verticals. Crestview has endorsed the American Investment Council’s Guidelines for Responsible Investing. We will seek to capitalize on the operational and investment experience of our management team and the extensive experience of certain members of our board of directors in our target sectors and focus on companies that we believe have significant growth prospects with the potential to generate attractive returns for our stockholders.
This record is keyed to SEC CIK 0001483298 — 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 71 institutional-holder rows on these vehicles, under 36 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.