Mark Lipson
Vorsitzender bei SOURCE CAPITAL, INC.
Vermögen: 277 336 $ am 30.04.2024
Profil
Mark L.
Lipson is currently the Chairman at Source Capital, Inc. and the Chairman at FPA U.S.
Core Equity Fund, Inc. He is also a Trustee at FPA Capital Fund, Inc., FPA New Income, Inc., FPA Paramount Fund, Inc., FPA Perennial Fund, Inc., Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, and FPA Flexible Fixed Income Fund.
Additionally, he is the Managing Member at Ml2 Advisors, LLC.
In the past, he served as the Chairman & Chief Executive Officer at NorthStar Investment Management from 1993 to 2001, and as a Managing Director at Bessemer Trust Co., NA and US Trust from 2007 to 2014.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
SOURCE CAPITAL INC.
0,08% | 01.06.2023 | 6 761 ( 0,08% ) | 277 336 $ | 30.04.2024 |
Aktive Positionen von Mark Lipson
| Unternehmen | Position | Beginn |
|---|---|---|
| SOURCE CAPITAL, INC. | Vorsitzender | 13.05.2019 |
| FPA Capital Fund, Inc. | Direktor/Vorstandsmitglied | - |
| FPA New Income, Inc. | Direktor/Vorstandsmitglied | 01.10.2015 |
| FPA Paramount Fund, Inc. | Direktor/Vorstandsmitglied | 01.10.2015 |
| Investment Managers Series Trust III | Direktor/Vorstandsmitglied | 01.10.2015 |
| FPA Perennial Fund, Inc. | Direktor/Vorstandsmitglied | 01.10.2015 |
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | Vorsitzender | 01.01.2015 |
| FPA Crescent Fund | Direktor/Vorstandsmitglied | - |
| FPA Flexible Fixed Income Fund | Direktor/Vorstandsmitglied | - |
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Ehemalige bekannte Positionen von Mark Lipson
| Unternehmen | Position | Ende |
|---|---|---|
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Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 13 |
|---|---|
Source Capital, Inc.
 Source Capital, Inc. Investment Trusts/Mutual FundsMiscellaneous Source Capital, Inc. operates as a diversified mutual fund and closed-end investment trust. Its investment objective is to seek maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The company was founded on June 1, 1968 and is headquartered in Milwaukee, WI. | Miscellaneous |
| FPA Capital Fund, Inc. | Miscellaneous |
| FPA New Income, Inc. | Miscellaneous |
| FPA Paramount Fund, Inc. | Miscellaneous |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Finance |
NorthStar Investment Management
 NorthStar Investment Management Investment ManagersFinance NorthStar Investment Management provides investment advice. The private company is based in Charlotte, NC. | Finance |
| Investment Managers Series Trust III | Miscellaneous |
| FPA Perennial Fund, Inc. | Miscellaneous |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | Finance |
| FPA Crescent Fund | Miscellaneous |
| FPA Flexible Fixed Income Fund | Miscellaneous |
| Bragg Capital Trust | Miscellaneous |
| US Trust | Finance |
