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Joe-Ben O'Banion

Managing PartnerTitleist Asset Management, LLCCRD 3030302

About Joe-Ben O'Banion

Joe-Ben O'Banion is listed as Managing Partner at Titleist Asset Management, LLC in San Antonio, TX. Form ADV reports a beneficial ownership band of 25-50%. Joe-Ben O'Banion is associated with 3 registered advisers.

Reported ownership

Owns 25-50% of Titleist Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joe-Ben O'Banion work?

Joe-Ben O'Banion is listed as Managing Partner at Titleist Asset Management, LLC on SEC Form ADV.

How much of Titleist Asset Management, LLC does Joe-Ben O'Banion own?

Form ADV reports a beneficial ownership band of 25-50%.

Titleist Asset Management, LLC

TitleManaging Partner
Ownership25-50%
Control personYes
Since2022

Shorebird Capital, LP

TitleCo-Ceo
OwnershipUnder 5%
Control personYes
Since2023

Shorebird Capital, LP

TitleMember
Ownership25-50%
Control personYes
Since2023