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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
Charles Roame, a member of our Board of Directors, has more than two decades of experience providing strategic advice to CEOs, other senior executives and boards of directors in the banking, insurance, brokerage, investment management and FinTech sectors. Since April 1998, Mr. Roame has served as the Managing Partner of Tiburon Strategic Advisors (“Tiburon”), a leading provider of market research and strategy consulting services to financial services firms, and has served as the Managing Partner of the Tiburon Partners Fund, a financial services and FinTech-focused fund, since August 2011. Prior to forming Tiburon in 1998, Mr. Roame served as a management consultant at McKinsey & Company from May 1992 to June 1995, and later as a business strategist at The Charles Schwab Corporation (NYSE: SCHW) from July 1995 to February 1998. Mr.
This record is keyed to SEC CIK 0001527569 — 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 24 institutional-holder rows on these vehicles, under 10 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.