PPrivate Fund Data Log in Join · $37/mo

Michael David Bellis

Managing MemberVertex Planning Partners, LLCCRD 2371999

About Michael David Bellis

Michael David Bellis is listed as Managing Member at Vertex Planning Partners, LLC in Downers Grove, IL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Vertex Planning Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael David Bellis work?

Michael David Bellis is listed as Managing Member at Vertex Planning Partners, LLC on SEC Form ADV.

How much of Vertex Planning Partners, LLC does Michael David Bellis own?

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

Vertex Planning Partners, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2021