Mark Lipson
Presidente en SOURCE CAPITAL, INC. .
Fortuna: 277 336 $ al 30/04/2024
Perfil
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.
Participaciones conocidas en empresas públicas
| Empresa | Fecha | Número de acciones | Valoración | Fecha de valoración |
|---|---|---|---|---|
SOURCE CAPITAL INC.
0.08% | 01/06/2023 | 6 761 ( 0.08% ) | 277 336 $ | 30/04/2024 |
Cargos activos de Mark Lipson
| Empresas | Cargo | Inicio |
|---|---|---|
| SOURCE CAPITAL, INC. | Presidente | 13/05/2019 |
| FPA Capital Fund, Inc. | Director/Miembro de la Junta | - |
| FPA New Income, Inc. | Director/Miembro de la Junta | 01/10/2015 |
| FPA Paramount Fund, Inc. | Director/Miembro de la Junta | 01/10/2015 |
| Investment Managers Series Trust III | Director/Miembro de la Junta | 01/10/2015 |
| FPA Perennial Fund, Inc. | Director/Miembro de la Junta | 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. | Presidente | 01/01/2015 |
| FPA Crescent Fund | Director/Miembro de la Junta | - |
| FPA Flexible Fixed Income Fund | Director/Miembro de la Junta | - |
| ░░░░░ ░░░░░░░ ░░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░ ░░░░░ | ░░░░░░░░░░ |
Antiguos cargos conocidos de Mark Lipson.
| Empresas | Cargo | Fin |
|---|---|---|
| ░░░░░░░░ ░░░░░ ░░░░ ░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░ ░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ | ░░░░░░░░ ░░░░░░░░░ | ░░░░░░░░░░ |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 13 |
|---|---|
| FPA Capital Fund, Inc. | Miscellaneous |
| FPA New Income, Inc. | Miscellaneous |
| FPA Paramount Fund, Inc. | Miscellaneous |
| FPA Perennial Fund, Inc. | Miscellaneous |
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 |
| Investment Managers Series Trust III | 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 |
| Bragg Capital Trust | Miscellaneous |
| FPA Crescent Fund | Miscellaneous |
| FPA Flexible Fixed Income Fund | Miscellaneous |
| US Trust | Finance |
NorthStar Investment Management
 NorthStar Investment Management Investment ManagersFinance NorthStar Investment Management provides investment advice. The private company is based in Charlotte, NC. | Finance |
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 |
- Bolsa de valores
- Insiders
- Mark Lipson
