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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
SEC-verified vehicles of the same sponsor, predating these roles and carrying none of them. The badge counts them; the figure beside this one does not.
Mergers closed across all 3 — these vehicles and the franchise's earlier ones together.
Announced but not closed, and still hunting — again over all 3.
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
none appears on more than one
Brian Mathis is an independent member of the board of directors and has served as a partner and senior advisor with Assemble the Agency since January 2023. He co-founded C Street Advisory Group, where he was Chief Strategy Officer from 2021 to 2022, and was a founding partner of Pine Street Alternative Asset Management from 2011 to 2020. His prior experience includes serving as Co-Managing Partner of Provident Group Asset Management, Managing Director at Advent Capital Management, Director at PAAMCO, and Vice President at J.P. Morgan Chase Co. He currently serves on the boards of Vericast and Ares Real Estate Income Trust, and holds a bachelor's degree from the University of Michigan, as well as a Juris Doctor and a Master's in Public Administration from Harvard.
This record is keyed to SEC CIK 0001819289 — 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 8 institutional-holder rows on these vehicles, under 5 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.