Jeff Zlot

Part of The Presidio Group LLC (California), Presidio Merchant Partners LLC offers investment advice. The company is based in Denver, CO. The company was founded by Charles Del Grande. Charles Del Grande has been the CEO since incorporation.

Founded in 1997, Presidio Capital Advisors LLC is an independent broker/dealer located in San Francisco. They are a subsidiary of Presidio Financial Partners LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities.

Jewish Community Federation of San Francisco provides social services to the Jewish organizations. It works to protect and enhance Jewish life in its community through fundraising, strategic planning and providing funding for programs that care for those in need. The company was founded in 1910 and is headquartered in San Francisco, CA.

Presidio Investors LLC (Presidio Investors) is private equity subsidiary of Presidio Group LLC founded in 2007 by Karl Schade. The firm is headquartered in Austin, Texas.

KKR Income Opportunities Fund is a closed-end management investment company, which engages in the investments in bank loans and high yield securities. The company was founded on July 25, 2013 and is headquartered in San Francisco, CA.

KKR Credit Opportunities Portfolio is a closed-end management investment company, which engages on investments in a portfolio of securities of specialty finance and other financial companies. The company was founded on September 5, 2019 and is headquartered in San Francisco, CA.

The Presidio Group LLC provides investment services. It offers wealth advisory and investment banking services. The company was founded by Jeffrey L. Zlot and Brodie Cobb in 1997 and is headquartered in San Francisco, CA.